Birch Hill Investment Advisors LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Birch Hill Investment Advisors LLC reported 178 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Fiserv (FISV, 5.1%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 39 and reduced 69. The biggest buy was S&P Global (SPGI, shares +0%) and the biggest sale Mobileye Global Class A (MBLY, shares −48%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001424177
Portfolio Value
$2.1B (Q3 2024)
SEC Filing
0001172661-24-004212 ↗ filed Oct 10, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.1B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.1B $2.1B Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.1B Q1 2025 Q2 2025: $2.3B Q2 2025 Q3 2025: $2.4B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $2.2B Q1 2026 Q2 2026: $2.5B Q2 2026

Holdings 178 stocks · $2.1B
MSFT Microsoft Corp. 5.62% 278,080 $119.7M Reduce -0.2%
FISV Fiserv Inc. 5.12% 606,827 $109.0M Reduce -2.0%
BRK.B Berkshire Hathaway Inc. Class B 4.98% 230,466 $106.1M Reduce -0.6%
AMZN Amazon.com Inc. 4.89% 558,766 $104.1M Reduce -0.5%
MRSH Marsh & McLennan Cos 4.52% 431,431 $96.2M Reduce -0.6%
AAPL Apple Inc. 3.75% 342,317 $79.8M Reduce -0.1%
ECL Ecolab Inc. 3.67% 306,339 $78.2M Reduce -0.7%
VRTX Vertex Pharmaceuticals Inc. 3.67% 168,157 $78.2M Reduce -1.9%
GOOGL Alphabet Inc. Class A 3.63% 466,351 $77.3M Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.57% 646,977 $76.0M Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.91% 280,288 $62.0M Reduce -1.0%
INTU Intuit Inc. 2.51% 86,083 $53.5M Add +0.5%
ROK Rockwell Automation Inc. 2.50% 198,148 $53.2M Reduce -0.3%
SPGI S&P Global Inc. 2.44% 100,714 $52.0M Add +0.2%
KR Kroger Co. 2.44% 905,261 $51.9M Reduce -3.8%
MRK Merck & Co. Inc. 2.39% 447,244 $50.8M Reduce -0.7%
STZ Constellation Brands Inc. Class A 1.86% 153,715 $39.6M Add +1.3%
ALC Alcon Inc. filed as ALCON AG 1.83% 389,138 $38.9M Reduce -0.0%
APH Amphenol Corp. Class A 1.80% 587,852 $38.3M Reduce -1.0%
GOOG Alphabet Inc. Class C 1.80% 228,952 $38.3M Reduce -1.4%
LECO Lincoln Electric Holdings 1.72% 191,113 $36.7M Add +4.2%
COST Costco Wholesale Corp. 1.67% 40,085 $35.5M Reduce -5.9%
MA Mastercard Inc. Class A 1.53% 65,857 $32.5M Reduce -0.9%
WTS Watts Water Technologies-A 1.52% 156,374 $32.4M Add +7.7%
LH Labcorp Holdings Inc. 1.47% 140,358 $31.4M Add +0.9%
IJR iShares Core S&P Small-Cap E 1.42% 258,193 $30.2M Add +10.6%
JNJ Johnson & Johnson 1.34% 176,681 $28.6M Reduce -3.3%
IVV iShares Core S&P 500 ETF 1.24% 45,847 $26.4M Add +0.6%
MDLZ Mondelez International Inc. Class A 1.23% 356,051 $26.2M Reduce -2.7%
EW Edwards Lifesciences Corp. 1.20% 388,129 $25.6M Add +0.8%
JPM JPMorgan Chase & Co. 1.04% 104,965 $22.1M Reduce -2.4%
ADBE Adobe Inc. 1.03% 42,204 $21.9M Add +42.5%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.02% 20,855 $21.7M Reduce -0.9%
GNTX Gentex Corp. 0.76% 545,668 $16.2M Reduce -12.7%
TT Trane Technologies PLC 0.68% 37,502 $14.6M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.66% 351,639 $14.0M Reduce -6.5%
PEP Pepsico Inc. 0.63% 79,190 $13.5M Reduce -1.6%
ACN Accenture PLC Class A 0.47% 28,385 $10.0M Add +2.2%
PG The Procter & Gamble Co. 0.47% 57,817 $10.0M Reduce -0.5%
XOM Exxon Mobil Corp. 0.38% 69,269 $8.1M Reduce -0.1%
MBLY Mobileye Global Inc. Class A 0.38% 588,753 $8.1M Reduce -48.4%
ADP Automatic Data Processing 0.37% 28,417 $7.9M No change
CSL Carlisle Cos Inc. 0.34% 16,144 $7.3M Add +6.6%
CL Colgate-Palmolive Co. 0.33% 67,983 $7.1M No change
KO The Coca-Cola Co. 0.33% 97,536 $7.0M Reduce -0.8%
GBTC Grayscale Bitcoin Trust ETF 0.33% 137,511 $6.9M No change
IJH iShares Core S&P Midcap ETF 0.32% 109,154 $6.8M Add +0.2%
EFA iShares MSCI Eafe ETF 0.30% 75,831 $6.3M Add +0.8%
NEE Nextera Energy Inc. 0.28% 70,638 $6.0M Add +1.5%
HD Home Depot Inc. 0.27% 14,425 $5.8M Reduce -0.5%
UPS United Parcel Service Class B 0.27% 42,865 $5.8M Reduce -16.4%
MKC McCormick & Co.-Non VTG SHRS 0.27% 70,805 $5.8M Reduce -5.1%
ORCL Oracle Corp. 0.27% 33,956 $5.8M Reduce -1.0%
VWO Vanguard Ftse Emerging Marke 0.27% 119,704 $5.7M Add +2.5%
BBJP JPMorgan Betabuilders Japan 0.27% 96,060 $5.7M Add +9.4%
MAS Masco Corp. 0.26% 66,800 $5.6M Reduce -22.0%
ABBV Abbvie Inc. 0.26% 27,914 $5.5M No change
AVGO Broadcom Inc. 0.24% 30,170 $5.2M Reduce -5.3%
WAB Wabtec Corp. 0.24% 27,921 $5.1M Reduce -14.7%
APD Air Products & Chemicals Inc. 0.23% 16,464 $4.9M Add +6.5%
BXP BXP Inc. 0.22% 59,025 $4.7M Reduce -12.8%
NVDA Nvidia Corp. 0.22% 38,767 $4.7M Reduce -0.7%
RTX RTX Corp. 0.22% 38,749 $4.7M No change
TMO Thermo Fisher Scientific Inc. 0.21% 7,272 $4.5M Add +1.3%
UBER Uber Technologies Inc. 0.20% 55,684 $4.2M Add +7.8%
ADI Analog Devices Inc. 0.19% 17,858 $4.1M Add +2.5%
KVUE Kenvue Inc. 0.19% 176,656 $4.1M Add +1.3%
IJS iShares S&P Small-Cap 600 Va 0.19% 37,669 $4.1M Add +18.4%
NKE Nike Inc. Class B 0.16% 37,551 $3.3M Add +26.7%
EMR Emerson Electric Co. 0.15% 29,734 $3.3M Reduce -0.1%
IR Ingersoll-Rand Inc. 0.15% 33,090 $3.2M No change
VEA Vanguard Ftse Developed ETF 0.14% 58,362 $3.1M Reduce -0.1%
CRM Salesforce Inc. 0.14% 11,251 $3.1M Reduce -0.8%
IWM iShares Russell 2000 ETF 0.14% 13,804 $3.0M Add +2.2%
ABT Abbott Laboratories 0.14% 26,363 $3.0M Reduce -5.4%
CVS CVS Health Corp. 0.13% 44,470 $2.8M Reduce -36.8%
USB US Bancorp 0.12% 57,510 $2.6M Reduce -2.6%
LIN Linde PLC 0.11% 5,082 $2.4M Reduce -0.3%
ITW Illinois Tool Works 0.11% 9,163 $2.4M Reduce -0.0%
CVX Chevron Corp. 0.11% 15,284 $2.3M Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 23,221 $2.2M Reduce -3.9%
XLE SS Energy Select Sector 0.10% 24,960 $2.2M Reduce -0.2%
UNP Union Pacific Corp. 0.10% 8,711 $2.1M Reduce -12.2%
HLT Hilton Worldwide Holdings Inc. 0.10% 8,931 $2.1M Add +7.1%
KMX Carmax Inc. 0.10% 26,589 $2.1M Add +2.2%
ROP Roper Technologies Inc. 0.09% 3,491 $1.9M Add +2.0%
ZBH Zimmer Biomet Holdings Inc. 0.09% 17,168 $1.9M Reduce -5.5%
ALLE Allegion PLC 0.09% 12,500 $1.8M Reduce -5.3%
MCD McDonald's Corp. 0.08% 5,850 $1.8M Reduce -0.1%
EEM iShares MSCI Emerging Market 0.08% 37,949 $1.7M Add +0.1%
CARR Carrier Global Corp. 0.08% 21,528 $1.7M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 2,884 $1.7M Add +0.1%
CAT Caterpillar Inc. 0.07% 4,044 $1.6M No change
V Visa Inc. Class A 0.07% 5,559 $1.5M Add +15.1%
DE Deere & Co. 0.07% 3,515 $1.5M Reduce -7.0%
DOV Dover Corp. 0.06% 6,970 $1.3M No change
COPX Global X Copper Miners ETF 0.06% 27,689 $1.3M Add +28.1%
VOO Vanguard S&P 500 ETF 0.06% 2,452 $1.3M No change
IWR iShares Russell Mid-Cap ETF 0.06% 14,048 $1.2M No change
WM Waste Management Inc. 0.06% 5,881 $1.2M Reduce -7.8%
D Dominion Energy Inc. 0.06% 20,355 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.05% 5,843 $1.1M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 4,073 $1.1M Add +0.1%
MAR Marriott International Class A 0.05% 4,264 $1.1M No change
OTIS Otis Worldwide Corp. 0.05% 9,787 $1.0M No change
CMCSA Comcast Corp. Class A 0.05% 24,193 $1.0M Reduce -15.8%
IDXX Idexx Laboratories Inc. 0.04% 1,830 $925K No change
DUK Duke Energy Corp. 0.04% 7,888 $909K No change
BKNG Booking Holdings Inc. 0.04% 215 $906K No change
VGT Vanguard Info Tech ETF 0.04% 1,502 $881K No change
COIN Coinbase Global Inc. Class A 0.04% 4,600 $820K Reduce -8.0%
MMM 3M Co. 0.04% 5,928 $810K Reduce -2.3%
DHR Danaher Corp. 0.04% 2,912 $810K No change
BTC Grayscale Bitcoin Mini Trust 0.04% 137,511 $774K No change
PFE Pfizer Inc. 0.04% 26,542 $768K Reduce -5.3%
WMT Walmart Inc. 0.04% 9,375 $757K No change
IVE iShares S&P 500 Value ETF 0.04% 3,813 $752K No change
INTC Intel Corp. 0.04% 31,800 $746K Reduce -7.2%
VYM Vanguard High DVD Yield ETF 0.04% 5,818 $746K No change
ACGL Arch Capital Group Ltd. 0.03% 6,550 $733K No change
ESGD iShares Trust iShares ESG Aw 0.03% 8,468 $713K No change
IVW iShares S&P 500 Growth ETF 0.03% 7,131 $683K No change
BDX Becton Dickinson and Co. 0.03% 2,765 $667K No change
PM Philip Morris International 0.03% 5,400 $656K No change
AMGN Amgen Inc. 0.03% 2,003 $645K Reduce -0.5%
META Meta Platforms Inc. Class A 0.03% 1,100 $630K Add +0.4%
FDX FedEx Corp. 0.03% 2,287 $626K Reduce -5.5%
AXP American Express Co. 0.03% 2,250 $610K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 2,525 $599K Add +0.2%
HAYW Hayward Holdings Inc. 0.03% 38,880 $596K New
EFG iShares MSCI Eafe Growth ETF 0.03% 5,373 $578K No change
IBIT iShares Bitcoin Trust ETF 0.03% 15,800 $571K No change
NTR Nutrien Ltd. 0.03% 11,150 $536K No change
VZ Verizon Communications Inc. 0.02% 11,612 $521K Reduce -5.7%
UNH Unitedhealth Group Inc. 0.02% 869 $508K Add +18.7%
AVY Avery Dennison Corp. 0.02% 2,219 $490K No change
FDS Factset Research Systems Inc. 0.02% 1,012 $465K No change
QCOM Qualcomm Inc. 0.02% 2,702 $459K No change
PPG PPG Industries Inc. 0.02% 3,315 $439K No change
SHEL Shell PLC-ADR 0.02% 6,500 $429K No change
BMY Bristol-Myers Squibb Co. 0.02% 7,980 $413K No change
SYY Sysco Corp. 0.02% 5,198 $406K Reduce -0.9%
BC Brunswick Corp. 0.02% 4,777 $400K Add +14.6%
UL Unilever PLC 0.02% 6,000 $390K No change
TSLA Tesla Inc. 0.02% 1,454 $380K Add +6.0%
GEV GE Vernova Inc. 0.02% 1,455 $371K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 1,151 $371K No change
NSC Norfolk Southern Corp. 0.02% 1,437 $357K No change
DSI iShares ESG MSCI KLD 400 ETF 0.02% 3,159 $344K No change
IEFA iShares Core MSCI Eafe ETF 0.02% 4,393 $343K Reduce -23.4%
XYL Xylem Inc. 0.02% 2,375 $321K Reduce -7.8%
MSA Msa Safety Inc. 0.01% 1,800 $319K No change
SMH Vaneck Semiconductor ETF 0.01% 1,293 $317K Reduce -4.1%
GS Goldman Sachs Group Inc. 0.01% 625 $309K No change
WTRG Essential Utilities Inc. 0.01% 7,844 $303K No change
GLD SPDR Gold Shares 0.01% 1,225 $298K No change
ESML iShares ESG Aware MSCI USA S 0.01% 7,070 $296K Add +7.5%
MCO Moody's Corp. 0.01% 620 $294K No change
WFC Wells Fargo & Co. 0.01% 5,079 $287K No change
T AT&T Inc. 0.01% 13,002 $286K No change
MO Altria Group Inc. 0.01% 5,400 $276K No change
MDY State Street SPDR S&P Midcap 0.01% 478 $272K No change
PAYX Paychex Inc. 0.01% 2,000 $268K No change
GIS General Mills Inc. 0.01% 3,480 $257K No change
VTI VG Morningstar TS MKT ETF-US 0.01% 891 $252K No change
DLN Wisdomtree US Largecap Divid 0.01% 3,200 $251K No change
CSX CSX Corp. 0.01% 6,700 $231K No change
HON Honeywell International Inc. 0.01% 1,110 $229K Reduce -1.8%
CACI Caci International Inc. Class A 0.01% 450 $227K New
MS Morgan Stanley 0.01% 2,171 $226K No change
SYK Stryker Corp. 0.01% 614 $222K No change
HPQ HP Inc. 0.01% 6,158 $221K No change
HUBB Hubbell Inc. 0.01% 515 $221K New
WAT Waters Corp. 0.01% 600 $216K New
POR Portland General Electric Co. 0.01% 4,470 $214K New
LOW Lowe's Cos Inc. 0.01% 786 $213K New
IWV iShares Russell 3000 ETF 0.01% 650 $212K No change
ICLN iShares Global Clean Energy 0.01% 11,228 $165K No change

Portfolio Sells Q2 2024 → Q3 2024
MBLY Mobileye Global Inc. Class A Reduce -48.4% 0.38% −1.17
GOOGL Alphabet Inc. Class A Reduce -2.0% 3.63% −0.56
MSFT Microsoft Corp. Reduce -0.2% 5.62% −0.40
AMZN Amazon.com Inc. Reduce -0.5% 4.89% −0.36
MRK Merck & Co. Inc. Reduce -0.7% 2.39% −0.31
GOOG Alphabet Inc. Class C Reduce -1.4% 1.80% −0.26
GNTX Gentex Corp. Reduce -12.7% 0.76% −0.26
VRTX Vertex Pharmaceuticals Inc. Reduce -1.9% 3.67% −0.21
ROK Rockwell Automation Inc. Reduce -0.3% 2.50% −0.15
APH Amphenol Corp. Class A Reduce -1.0% 1.80% −0.14
COST Costco Wholesale Corp. Reduce -5.9% 1.67% −0.08
CVS CVS Health Corp. Reduce -36.8% 0.13% −0.07
BAC Bank of America Corp. Reduce -6.5% 0.66% −0.07
UPS United Parcel Service Class B Reduce -16.4% 0.27% −0.06
PRTCY Puretech Health PLC - ADR Sold out 0.00% −0.03
INTC Intel Corp. Reduce -7.2% 0.04% −0.02
COIN Coinbase Global Inc. Class A Reduce -8.0% 0.04% −0.02
MAS Masco Corp. Reduce -22.0% 0.26% −0.01
JPM JPMorgan Chase & Co. Reduce -2.4% 1.04% −0.01
NVDA Nvidia Corp. Reduce -0.7% 0.22% −0.01
WAB Wabtec Corp. Reduce -14.7% 0.24% −0.01
DIS The Walt Disney Co. Reduce -3.9% 0.10% −0.01
CVX Chevron Corp. Reduce -0.1% 0.11% −0.01
PEP Pepsico Inc. Reduce -1.6% 0.63% −0.01
WM Waste Management Inc. Reduce -7.8% 0.06% −0.01
ZBH Zimmer Biomet Holdings Inc. Reduce -5.5% 0.09% −0.01
UNP Union Pacific Corp. Reduce -12.2% 0.10% −0.01
XLE SS Energy Select Sector Reduce -0.2% 0.10% −0.01
CMCSA Comcast Corp. Class A Reduce -15.8% 0.05% −0.01
EMR Emerson Electric Co. Reduce -0.1% 0.15% −0.01
FDX FedEx Corp. Reduce -5.5% 0.03% −0.01
XOM Exxon Mobil Corp. Reduce -0.1% 0.38% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -23.4% 0.02% −0.00
AVGO Broadcom Inc. Reduce -5.3% 0.24% −0.00
SMH Vaneck Semiconductor ETF Reduce -4.1% 0.01% −0.00
PFE Pfizer Inc. Reduce -5.3% 0.04% −0.00
XYL Xylem Inc. Reduce -7.8% 0.02% −0.00
HON Honeywell International Inc. Reduce -1.8% 0.01% −0.00
AMGN Amgen Inc. Reduce -0.5% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -5.7% 0.02% −0.00
DE Deere & Co. Reduce -7.0% 0.07% +0.00
SYY Sysco Corp. Reduce -0.9% 0.02% +0.00
ABT Abbott Laboratories Reduce -5.4% 0.14% +0.00
CRM Salesforce Inc. Reduce -0.8% 0.14% +0.00
VEA Vanguard Ftse Developed ETF Reduce -0.1% 0.14% +0.01
LIN Linde PLC Reduce -0.3% 0.11% +0.01
PG The Procter & Gamble Co. Reduce -0.5% 0.47% +0.01
ITW Illinois Tool Works Reduce -0.0% 0.11% +0.01
MMM 3M Co. Reduce -2.3% 0.04% +0.01
USB US Bancorp Reduce -2.6% 0.12% +0.01

Portfolio Buys Q2 2024 → Q3 2024
SPGI S&P Global Inc. Add +0.2% 2.44% +0.28
WTS Watts Water Technologies-A Add +7.7% 1.52% +0.23
ADBE Adobe Inc. Add +42.5% 1.03% +0.23
IJR iShares Core S&P Small-Cap E Add +10.6% 1.42% +0.21
LH Labcorp Holdings Inc. Add +0.9% 1.47% +0.10
ACN Accenture PLC Class A Add +2.2% 0.47% +0.06
LECO Lincoln Electric Holdings Add +4.2% 1.72% +0.05
NKE Nike Inc. Class B Add +26.7% 0.16% +0.05
CSL Carlisle Cos Inc. Add +6.6% 0.34% +0.04
NEE Nextera Energy Inc. Add +1.5% 0.28% +0.04
IJS iShares S&P Small-Cap 600 Va Add +18.4% 0.19% +0.04
KVUE Kenvue Inc. Add +1.3% 0.19% +0.04
APD Air Products & Chemicals Inc. Add +6.5% 0.23% +0.04
IVV iShares Core S&P 500 ETF Add +0.6% 1.24% +0.04
HAYW Hayward Holdings Inc. New 0.03% +0.03
BBJP JPMorgan Betabuilders Japan Add +9.4% 0.27% +0.03
VWO Vanguard Ftse Emerging Marke Add +2.5% 0.27% +0.02
TMO Thermo Fisher Scientific Inc. Add +1.3% 0.21% +0.02
UBER Uber Technologies Inc. Add +7.8% 0.20% +0.01
COPX Global X Copper Miners ETF Add +28.1% 0.06% +0.01
EFA iShares MSCI Eafe ETF Add +0.8% 0.30% +0.01
IJH iShares Core S&P Midcap ETF Add +0.2% 0.32% +0.01
CACI Caci International Inc. Class A New 0.01% +0.01
IWM iShares Russell 2000 ETF Add +2.2% 0.14% +0.01
V Visa Inc. Class A Add +15.1% 0.07% +0.01
HUBB Hubbell Inc. New 0.01% +0.01
POR Portland General Electric Co. New 0.01% +0.01
WAT Waters Corp. New 0.01% +0.01
LOW Lowe's Cos Inc. New 0.01% +0.01
HLT Hilton Worldwide Holdings Inc. Add +7.1% 0.10% +0.01
UNH Unitedhealth Group Inc. Add +18.7% 0.02% +0.01
TSLA Tesla Inc. Add +6.0% 0.02% +0.00
KMX Carmax Inc. Add +2.2% 0.10% +0.00
BC Brunswick Corp. Add +14.6% 0.02% +0.00
EEM iShares MSCI Emerging Market Add +0.1% 0.08% +0.00
META Meta Platforms Inc. Class A Add +0.4% 0.03% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.1% 0.05% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.08% +0.00
ESML iShares ESG Aware MSCI USA S Add +7.5% 0.01% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.2% 0.03% +0.00
ADI Analog Devices Inc. Add +2.5% 0.19% +0.00
ROP Roper Technologies Inc. Add +2.0% 0.09% −0.00
STZ Constellation Brands Inc. Class A Add +1.3% 1.86% −0.03
INTU Intuit Inc. Add +0.5% 2.51% −0.21
EW Edwards Lifesciences Corp. Add +0.8% 1.20% −0.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 211$2.5BAMZN, APH, GOOGL, BRK.B, AAPL
Q1 2026 195$2.2BAMZN, MSFT, BRK.B, GOOGL, TJX
Q4 2025 200$2.4BMSFT, AMZN, GOOGL, BRK.B, APH
Q3 2025 197$2.4BMSFT, AMZN, BRK.B, APH, AAPL
Q2 2025 195$2.3BMSFT, AMZN, BRK.B, MRSH, FISV
Q1 2025 187$2.1BBRK.B, FISV, MSFT, MRSH, AMZN
Q4 2024 181$2.2BAMZN, MSFT, FISV, BRK.B, MRSH
Q3 2024 178$2.1BMSFT, FISV, BRK.B, AMZN, MRSH
Q2 2024 172$2.1BMSFT, AMZN, BRK.B, FISV, MRSH
Q1 2024 172$2.1BMSFT, AMZN, FISV, BRK.B, MRSH