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  Name: BIRCH HILL INVESTMENT ADVISORS LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,055,078,000
  Total Value Change : $175,468,000
  Securities Held Change : 9
   
All Securities Held : 172
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 37
  Unchanged Positions : 32
  Decreased Positions : 89

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 41 New $0.00 $8,687,000 137,511 0.42% 8,687,000 137,511 0.026    N/A
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 61 New $0.00 $4,293,000 73,325 0.21% 4,293,000 73,325 0.024    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 97 New $235.95 $1,326,000 5,000 0.06% 1,326,000 5,000 0.004    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 112 New $119.81 $704,000 5,818 0.03% 704,000 5,818 0.002    Closed - End Fund - Debt
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 116 New $78.74 $652,000 8,156 0.03% 652,000 8,156 0.001    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 118 New $36.64 $639,000 15,800 0.03% 639,000 15,800 0.176    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 119 New $588.82 $627,000 1,195 0.03% 627,000 1,195 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 147 New $59.05 $294,000 5,079 0.01% 294,000 5,079 0    Domestic Money Center...
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 162 New $0.00 $225,000 5,595 0.01% 225,000 5,595 0.006    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 164 New $348.67 $220,000 614 0.01% 220,000 614 0    Medical Instruments &...
   (HUBB)1 Year Chart         HUBB Hubbell Inc 165 New $387.74 $214,000 515 0.01% 214,000 515 0.001    Electronics Wholesale
   (WAT)1 Year Chart         WAT Waters Corp 167 New $294.40 $207,000 600 0.01% 207,000 600 0.001    Scientific & Technica...
   (HON)1 Year Chart         HON Honeywell International Inc 170 New $212.87 $202,000 985 0.01% 202,000 985 0    Conglomerates
   (LOW)1 Year Chart         LOW Lowes Companies Inc 171 New $227.77 $200,000 786 0.01% 200,000 786 0    Home Improvement Stores
      14 Records Found
  1    
Page 1 of 1
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