Birch Hill Investment Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Birch Hill Investment Advisors LLC reported 187 stock positions worth $2.1 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 5.7% of the portfolio, followed by Fiserv (FISV, 5.6%) and Microsoft (MSFT, 5.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 4, added to 62 and reduced 74. The biggest buy was Analog Devices (ADI, shares +487%) and the biggest sale Constellation Brands Class A (STZ, shares −90%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001424177
Portfolio Value
$2.1B (Q1 2025)
SEC Filing
0001172661-25-001512 ↗ filed Apr 18, 2025

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 Q3 2024 Q4 2024: $2.2B Q4 2024 Q1 2025: $2.1B $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 187 stocks · $2.1B
BRK.B Berkshire Hathaway Inc. Class B 5.68% 224,881 $119.8M Reduce -3.1%
FISV Fiserv Inc. 5.58% 532,468 $117.6M Reduce -6.8%
MSFT Microsoft Corp. 5.05% 283,380 $106.4M Add +1.8%
MRSH Marsh & McLennan Cos 4.98% 430,488 $105.1M Add +0.1%
AMZN Amazon.com Inc. 4.94% 547,072 $104.1M Reduce -0.8%
AAPL Apple Inc. 3.72% 353,053 $78.4M Add +3.3%
ECL Ecolab Inc. 3.65% 303,484 $76.9M Reduce -0.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.63% 627,692 $76.5M Reduce -2.3%
VRTX Vertex Pharmaceuticals Inc. 3.41% 148,304 $71.9M Reduce -14.2%
GOOGL Alphabet Inc. Class A 3.27% 445,571 $68.9M Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.22% 272,827 $67.8M Reduce -2.7%
KR Kroger Co. 2.80% 872,866 $59.1M Reduce -1.3%
EW Edwards Lifesciences Corp. 2.60% 756,599 $54.8M Add +2.4%
SPGI S&P Global Inc. 2.50% 103,922 $52.8M Add +1.1%
INTU Intuit Inc. 2.49% 85,580 $52.5M Reduce -0.5%
APH Amphenol Corp. Class A 2.45% 787,726 $51.7M Add +35.5%
ROK Rockwell Automation Inc. 2.42% 197,863 $51.1M Add +0.0%
ALC Alcon Inc. filed as ALCON AG 1.88% 417,139 $39.6M Add +2.3%
WTS Watts Water Technologies-A 1.77% 183,479 $37.4M Add +9.0%
LECO Lincoln Electric Holdings 1.76% 196,344 $37.1M Add +1.4%
MA Mastercard Inc. Class A 1.65% 63,407 $34.8M Reduce -1.3%
COST Costco Wholesale Corp. 1.64% 36,666 $34.7M Reduce -6.2%
GOOG Alphabet Inc. Class C 1.62% 217,946 $34.0M Reduce -2.4%
LH Labcorp Holdings Inc. 1.59% 143,644 $33.4M Add +2.1%
IJR iShares Core S&P Small-Cap E 1.33% 267,253 $27.9M Add +1.1%
ADI Analog Devices Inc. 1.22% 127,158 $25.6M Add +487.3%
JPM JPMorgan Chase & Co. 1.19% 102,548 $25.2M Reduce -1.0%
JNJ Johnson & Johnson 1.18% 150,110 $24.9M Reduce -11.3%
IVV iShares Core S&P 500 ETF 1.10% 41,403 $23.3M Add +1.2%
MDLZ Mondelez International Inc. Class A 1.02% 317,896 $21.6M Reduce -7.4%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.95% 20,222 $20.0M Reduce -1.0%
ADBE Adobe Inc. 0.85% 46,534 $17.8M Reduce -6.4%
CSL Carlisle Cos Inc. 0.79% 48,864 $16.6M Add +159.2%
MRK Merck & Co. Inc. 0.65% 152,976 $13.7M Reduce -48.1%
TT Trane Technologies PLC 0.60% 37,502 $12.6M No change
PEP Pepsico Inc. 0.49% 68,364 $10.3M Reduce -12.2%
PG The Procter & Gamble Co. 0.48% 58,834 $10.0M Add +1.9%
ACN Accenture PLC Class A 0.45% 30,467 $9.5M Add +7.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.44% 222,425 $9.3M Reduce -18.4%
ADP Automatic Data Processing 0.41% 28,151 $8.6M Add +0.0%
UBER Uber Technologies Inc. 0.40% 116,947 $8.5M Add +33.7%
XOM Exxon Mobil Corp. 0.40% 70,184 $8.3M Add +1.1%
GNTX Gentex Corp. 0.35% 316,755 $7.4M Reduce -36.2%
GBTC Grayscale Bitcoin Trust ETF 0.34% 110,970 $7.2M No change
IJH iShares Core S&P Midcap ETF 0.32% 116,864 $6.8M Add +1.8%
KO The Coca-Cola Co. 0.32% 94,426 $6.8M Reduce -2.1%
EFA iShares MSCI Eafe ETF 0.30% 76,262 $6.2M Add +0.5%
CL Colgate-Palmolive Co. 0.28% 62,663 $5.9M Reduce -4.3%
BBJP JPMorgan Betabuilders Japan 0.28% 104,086 $5.8M Reduce -0.4%
ABBV Abbvie Inc. 0.27% 27,654 $5.8M Reduce -0.7%
MKC McCormick & Co.-Non VTG SHRS 0.27% 69,395 $5.7M Reduce -1.4%
VWO Vanguard Ftse Emerging Marke 0.26% 121,581 $5.5M Add +0.0%
NVDA Nvidia Corp. 0.26% 49,946 $5.4M Add +23.8%
HD Home Depot Inc. 0.26% 14,738 $5.4M Add +1.6%
NEE Nextera Energy Inc. 0.25% 75,405 $5.3M Add +1.8%
RTX RTX Corp. 0.25% 39,869 $5.3M Add +2.9%
MBLY Mobileye Global Inc. Class A 0.24% 351,620 $5.1M Reduce -22.5%
AVGO Broadcom Inc. 0.23% 28,666 $4.8M Reduce -1.8%
ORCL Oracle Corp. 0.22% 33,312 $4.7M Reduce -3.6%
HAYW Hayward Holdings Inc. 0.21% 318,918 $4.4M Reduce -7.3%
APD Air Products & Chemicals Inc. 0.20% 14,474 $4.3M Reduce -14.5%
RSP Invesco S&P 500 Equal Weight 0.20% 24,077 $4.2M Add +43.4%
BXP BXP Inc. 0.18% 55,825 $3.8M Reduce -5.4%
TMO Thermo Fisher Scientific Inc. 0.18% 7,417 $3.7M Add +1.8%
IJS iShares S&P Small-Cap 600 Va 0.17% 37,265 $3.6M Reduce -7.7%
ABT Abbott Laboratories 0.16% 26,110 $3.5M Reduce -0.5%
CHWY Chewy Inc. Class A 0.16% 101,795 $3.3M Add +190.4%
EMR Emerson Electric Co. 0.15% 29,619 $3.2M No change
V Visa Inc. Class A 0.15% 9,119 $3.2M Add +3.7%
KVUE Kenvue Inc. 0.15% 132,578 $3.2M Reduce -28.1%
VEA Vanguard Ftse Developed ETF 0.14% 58,515 $3.0M Add +0.4%
IWM iShares Russell 2000 ETF 0.14% 14,464 $2.9M Add +4.5%
CRM Salesforce Inc. 0.13% 10,517 $2.8M Add +1.8%
ROP Roper Technologies Inc. 0.13% 4,771 $2.8M Add +6.8%
WAB Wabtec Corp. 0.13% 15,209 $2.8M Reduce -34.0%
IR Ingersoll-Rand Inc. 0.13% 33,090 $2.6M No change
STZ Constellation Brands Inc. Class A 0.12% 14,205 $2.6M Reduce -90.4%
MAS Masco Corp. 0.12% 37,360 $2.6M Reduce -40.8%
XLE SS Energy Select Sector 0.11% 25,745 $2.4M Reduce -0.2%
CVX Chevron Corp. 0.11% 14,027 $2.3M Reduce -7.7%
LIN Linde PLC 0.11% 5,001 $2.3M Reduce -2.4%
ITW Illinois Tool Works 0.11% 9,163 $2.3M No change
KMX Carmax Inc. 0.11% 29,034 $2.3M Add +1.3%
UPS United Parcel Service Class B 0.11% 20,561 $2.3M Reduce -46.3%
USB US Bancorp 0.10% 51,620 $2.2M Reduce -9.1%
HLT Hilton Worldwide Holdings Inc. 0.10% 9,380 $2.1M Add +1.3%
UNP Union Pacific Corp. 0.10% 8,558 $2.0M Add +1.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 20,045 $2.0M Reduce -12.2%
MCD McDonald's Corp. 0.08% 5,649 $1.8M Reduce -2.9%
EEM iShares MSCI Emerging Market 0.08% 37,889 $1.7M Add +0.3%
NKE Nike Inc. Class B 0.08% 25,805 $1.6M Reduce -30.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 2,921 $1.6M Add +0.7%
ALLE Allegion PLC 0.08% 12,500 $1.6M No change
BC Brunswick Corp. 0.08% 30,024 $1.6M Add +32.9%
CVS CVS Health Corp. 0.08% 23,725 $1.6M Reduce -39.0%
DE Deere & Co. 0.07% 3,265 $1.5M Reduce -7.2%
WM Waste Management Inc. 0.07% 6,101 $1.4M No change
CAT Caterpillar Inc. 0.06% 4,098 $1.4M Reduce -0.5%
CARR Carrier Global Corp. 0.06% 20,891 $1.3M Reduce -1.1%
ABNB Airbnb Inc. Class A 0.06% 10,318 $1.2M Add +59.7%
DOV Dover Corp. 0.06% 6,970 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.06% 5,843 $1.2M No change
COPX Global X Copper Miners ETF 0.05% 29,240 $1.1M Add +1.3%
BTC Grayscale Bitcoin Mini ETF 0.05% 30,761 $1.1M Add +11.8%
D Dominion Energy Inc. 0.05% 19,335 $1.1M Reduce -3.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.05% 4,147 $1.1M Add +2.0%
VOO Vanguard S&P 500 ETF 0.05% 2,056 $1.1M Reduce -3.4%
MAR Marriott International Class A 0.05% 4,264 $1.0M No change
BKNG Booking Holdings Inc. 0.05% 218 $1.0M No change
WMT Walmart Inc. 0.05% 11,237 $986K Add +16.2%
OTIS Otis Worldwide Corp. 0.05% 9,325 $962K Reduce -3.1%
DUK Duke Energy Corp. 0.05% 7,888 $962K No change
IWR iShares Russell Mid-Cap ETF 0.04% 10,826 $921K Reduce -0.5%
VGT Vanguard Info Tech ETF 0.04% 1,649 $894K Add +9.8%
PM Philip Morris International 0.04% 5,471 $868K No change
IVE iShares S&P 500 Value ETF 0.04% 4,385 $836K Add +17.4%
MMM 3M Co. 0.04% 5,638 $828K Reduce -4.4%
IDXX Idexx Laboratories Inc. 0.04% 1,910 $802K Add +4.4%
META Meta Platforms Inc. Class A 0.04% 1,314 $757K Add +0.9%
INTC Intel Corp. 0.03% 31,800 $722K No change
DHR Danaher Corp. 0.03% 3,402 $697K Add +16.8%
ESGD iShares Trust iShares ESG Aw 0.03% 8,481 $693K Reduce -5.5%
ZBH Zimmer Biomet Holdings Inc. 0.03% 5,992 $678K Reduce -63.7%
AMGN Amgen Inc. 0.03% 2,160 $673K Add +5.6%
SITE Siteone Landscape Supply Inc. 0.03% 5,539 $673K Add +124.3%
IVW iShares S&P 500 Growth ETF 0.03% 7,051 $655K Add +1.4%
BDX Becton Dickinson and Co. 0.03% 2,765 $633K No change
ACGL Arch Capital Group Ltd. 0.03% 6,450 $620K No change
TSLA Tesla Inc. 0.03% 2,391 $620K Add +2.5%
HON Honeywell International Inc. 0.03% 2,872 $608K Reduce -1.0%
AXP American Express Co. 0.03% 2,250 $605K No change
NTR Nutrien Ltd. 0.03% 12,050 $599K Add +10.1%
PRTCY Puretech Health PLC - ADR 0.03% 302,000 $560K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 2,521 $559K No change
FDX FedEx Corp. 0.03% 2,287 $558K No change
EFG iShares MSCI Eafe Growth ETF 0.03% 5,450 $545K Add +1.4%
PFE Pfizer Inc. 0.03% 20,805 $527K Reduce -9.4%
VZ Verizon Communications Inc. 0.02% 11,512 $522K No change
IBIT iShares Bitcoin Trust ETF 0.02% 11,000 $515K Reduce -23.1%
FDS Factset Research Systems Inc. 0.02% 1,098 $499K No change
UNH Unitedhealth Group Inc. 0.02% 940 $492K Reduce -19.0%
SHEL Shell PLC-ADR 0.02% 6,500 $476K No change
ESML iShares ESG Aware MSCI USA S 0.02% 11,921 $458K Add +26.9%
IEFA iShares Core MSCI Eafe ETF 0.02% 5,666 $429K No change
GEV GE Vernova Inc. 0.02% 1,367 $417K Reduce -4.5%
PLTR Palantir Technologies Inc. Class A 0.02% 4,801 $405K Add +22.8%
QCOM Qualcomm Inc. 0.02% 2,562 $394K Reduce -0.4%
AVY Avery Dennison Corp. 0.02% 2,166 $385K Reduce -1.3%
PPG PPG Industries Inc. 0.02% 3,433 $375K No change
T AT&T Inc. 0.02% 13,002 $368K No change
WFC Wells Fargo & Co. 0.02% 5,079 $365K Reduce -1.0%
NSC Norfolk Southern Corp. 0.02% 1,537 $364K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.02% 1,151 $356K No change
GLD SPDR Gold Shares 0.02% 1,225 $353K No change
DSI iShares ESG MSCI KLD 400 ETF 0.02% 3,358 $344K Add +11.4%
XYL Xylem Inc. 0.02% 2,875 $343K Add +9.2%
GS Goldman Sachs Group Inc. 0.02% 625 $341K No change
BMY Bristol-Myers Squibb Co. 0.02% 5,482 $334K Reduce -31.5%
PAYX Paychex Inc. 0.02% 2,120 $327K Add +6.0%
MO Altria Group Inc. 0.02% 5,400 $324K Reduce -0.1%
SYY Sysco Corp. 0.02% 4,248 $319K Reduce -16.7%
CMCSA Comcast Corp. Class A 0.01% 8,578 $317K Reduce -63.5%
SYK Stryker Corp. 0.01% 795 $296K No change
WTRG Essential Utilities Inc. 0.01% 7,484 $296K Reduce -4.6%
MCO Moody's Corp. 0.01% 620 $289K No change
SMH Vaneck Semiconductor ETF 0.01% 1,293 $274K No change
BX Blackstone Inc. 0.01% 1,900 $266K New
MSA Msa Safety Inc. 0.01% 1,800 $264K No change
VYM Vanguard High DVD Yield ETF 0.01% 2,005 $259K New
DLN Wisdomtree US Largecap Divid 0.01% 3,200 $254K No change
MDY State Street SPDR S&P Midcap 0.01% 475 $253K Reduce -0.6%
VRT Vertiv Holdings Co. Class A 0.01% 3,415 $247K New
DRI Darden Restaurants Inc. 0.01% 1,150 $239K No change
UL Unilever PLC 0.01% 4,000 $238K Reduce -33.5%
MLPX Global X MLP & Energy Infras 0.01% 3,666 $234K No change
RSPE Invesco ESG SP 500 Eq Weight 0.01% 8,959 $233K New
VEU Vanguard Ftse All-World Ex-U 0.01% 3,834 $233K New
VTI VG Morningstar TS MKT ETF-US 0.01% 841 $231K No change
MS Morgan Stanley 0.01% 1,971 $230K Reduce -4.8%
WELL Welltower Inc. 0.01% 1,472 $226K New
WAT Waters Corp. 0.01% 600 $221K No change
ARES Ares Management Corp. Class A 0.01% 1,500 $220K New
LLY Eli Lilly & Co. 0.01% 259 $214K New
IHI iShares U.S. Medical Devices 0.01% 3,500 $211K New
GIS General Mills Inc. 0.01% 3,480 $208K No change
IWV iShares Russell 3000 ETF 0.01% 650 $206K No change
IWO iShares Russell 2000 Growth 0.01% 800 $204K New

Portfolio Sells Q4 2024 → Q1 2025
STZ Constellation Brands Inc. Class A Reduce -90.4% 0.12% −1.40
GOOGL Alphabet Inc. Class A Reduce -3.0% 3.27% −0.77
MRK Merck & Co. Inc. Reduce -48.1% 0.65% −0.71
AMZN Amazon.com Inc. Reduce -0.8% 4.94% −0.69
GOOG Alphabet Inc. Class C Reduce -2.4% 1.62% −0.36
GNTX Gentex Corp. Reduce -36.2% 0.35% −0.31
ADBE Adobe Inc. Reduce -6.4% 0.85% −0.18
MBLY Mobileye Global Inc. Class A Reduce -22.5% 0.24% −0.18
UPS United Parcel Service Class B Reduce -46.3% 0.11% −0.12
BAC Bank of America Corp. Reduce -18.4% 0.44% −0.12
MAS Masco Corp. Reduce -40.8% 0.12% −0.09
AVGO Broadcom Inc. Reduce -1.8% 0.23% −0.09
WAB Wabtec Corp. Reduce -34.0% 0.13% −0.07
PEP Pepsico Inc. Reduce -12.2% 0.49% −0.06
GWW WW Grainger Inc. Reduce -1.0% 0.95% −0.05
NKE Nike Inc. Class B Reduce -30.1% 0.08% −0.05
ZBH Zimmer Biomet Holdings Inc. Reduce -63.7% 0.03% −0.05
ORCL Oracle Corp. Reduce -3.6% 0.22% −0.05
HAYW Hayward Holdings Inc. Reduce -7.3% 0.21% −0.03
KVUE Kenvue Inc. Reduce -28.1% 0.15% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -7.7% 0.17% −0.03
BXP BXP Inc. Reduce -5.4% 0.18% −0.03
CMCSA Comcast Corp. Class A Reduce -63.5% 0.01% −0.03
APD Air Products & Chemicals Inc. Reduce -14.5% 0.20% −0.03
DIS The Walt Disney Co. Reduce -12.2% 0.09% −0.02
USB US Bancorp Reduce -9.1% 0.10% −0.02
INTU Intuit Inc. Reduce -0.5% 2.49% −0.02
COST Costco Wholesale Corp. Reduce -6.2% 1.64% −0.02
APP AppLovin Corp. Class A Sold out 0.00% −0.02
IBIT iShares Bitcoin Trust ETF Reduce -23.1% 0.02% −0.01
CSX CSX Corp. Sold out 0.00% −0.01
HUBB Hubbell Inc. Sold out 0.00% −0.01
HPQ HP Inc. Sold out 0.00% −0.01
CAT Caterpillar Inc. Reduce -0.5% 0.06% −0.01
BMY Bristol-Myers Squibb Co. Reduce -31.5% 0.02% −0.01
CVS CVS Health Corp. Reduce -39.0% 0.08% −0.00
UL Unilever PLC Reduce -33.5% 0.01% −0.00
CARR Carrier Global Corp. Reduce -1.1% 0.06% −0.00
UNH Unitedhealth Group Inc. Reduce -19.0% 0.02% −0.00
PFE Pfizer Inc. Reduce -9.4% 0.03% −0.00
VOO Vanguard S&P 500 ETF Reduce -3.4% 0.05% −0.00
SYY Sysco Corp. Reduce -16.7% 0.02% −0.00
GEV GE Vernova Inc. Reduce -4.5% 0.02% −0.00
HON Honeywell International Inc. Reduce -1.0% 0.03% −0.00
MS Morgan Stanley Reduce -4.8% 0.01% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -0.5% 0.04% −0.00
AVY Avery Dennison Corp. Reduce -1.3% 0.02% −0.00
MDY State Street SPDR S&P Midcap Reduce -0.6% 0.01% −0.00
QCOM Qualcomm Inc. Reduce -0.4% 0.02% +0.00
WFC Wells Fargo & Co. Reduce -1.0% 0.02% +0.00

Portfolio Buys Q4 2024 → Q1 2025
ADI Analog Devices Inc. Add +487.3% 1.22% +1.00
MRSH Marsh & McLennan Cos Add +0.1% 4.98% +0.74
APH Amphenol Corp. Class A Add +35.5% 2.45% +0.57
CSL Carlisle Cos Inc. Add +159.2% 0.79% +0.47
ALC Alcon Inc. Add +2.3% 1.88% +0.27
WTS Watts Water Technologies-A Add +9.0% 1.77% +0.18
UBER Uber Technologies Inc. Add +33.7% 0.40% +0.16
SPGI S&P Global Inc. Add +1.1% 2.50% +0.13
CHWY Chewy Inc. Class A Add +190.4% 0.16% +0.10
LH Labcorp Holdings Inc. Add +2.1% 1.59% +0.09
LECO Lincoln Electric Holdings Add +1.4% 1.76% +0.07
RSP Invesco S&P 500 Equal Weight Add +43.4% 0.20% +0.06
EW Edwards Lifesciences Corp. Add +2.4% 2.60% +0.06
XOM Exxon Mobil Corp. Add +1.1% 0.40% +0.05
RTX RTX Corp. Add +2.9% 0.25% +0.04
EFA iShares MSCI Eafe ETF Add +0.5% 0.30% +0.03
PG The Procter & Gamble Co. Add +1.9% 0.48% +0.03
ROP Roper Technologies Inc. Add +6.8% 0.13% +0.03
ADP Automatic Data Processing Add +0.0% 0.41% +0.03
V Visa Inc. Class A Add +3.7% 0.15% +0.02
ABNB Airbnb Inc. Class A Add +59.7% 0.06% +0.02
SITE Siteone Landscape Supply Inc. Add +124.3% 0.03% +0.02
BX Blackstone Inc. New 0.01% +0.01
VYM Vanguard High DVD Yield ETF New 0.01% +0.01
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.26% +0.01
VRT Vertiv Holdings Co. Class A New 0.01% +0.01
VEA Vanguard Ftse Developed ETF Add +0.4% 0.14% +0.01
RSPE Invesco ESG SP 500 Eq Weight New 0.01% +0.01
VEU Vanguard Ftse All-World Ex-U New 0.01% +0.01
WELL Welltower Inc. New 0.01% +0.01
ARES Ares Management Corp. Class A New 0.01% +0.01
LLY Eli Lilly & Co. New 0.01% +0.01
IHI iShares U.S. Medical Devices New 0.01% +0.01
IWO iShares Russell 2000 Growth New 0.01% +0.01
BC Brunswick Corp. Add +32.9% 0.08% +0.01
AMGN Amgen Inc. Add +5.6% 0.03% +0.01
NEE Nextera Energy Inc. Add +1.8% 0.25% +0.01
IVE iShares S&P 500 Value ETF Add +17.4% 0.04% +0.01
UNP Union Pacific Corp. Add +1.4% 0.10% +0.01
WMT Walmart Inc. Add +16.2% 0.05% +0.01
NTR Nutrien Ltd. Add +10.1% 0.03% +0.01
PLTR Palantir Technologies Inc. Class A Add +22.8% 0.02% +0.01
EEM iShares MSCI Emerging Market Add +0.3% 0.08% +0.01
NVDA Nvidia Corp. Add +23.8% 0.26% +0.00
ESML iShares ESG Aware MSCI USA S Add +26.9% 0.02% +0.00
COPX Global X Copper Miners ETF Add +1.3% 0.05% +0.00
IDXX Idexx Laboratories Inc. Add +4.4% 0.04% +0.00
PAYX Paychex Inc. Add +6.0% 0.02% +0.00
XYL Xylem Inc. Add +9.2% 0.02% +0.00
DHR Danaher Corp. Add +16.8% 0.03% +0.00

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