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| Name: |
BIRCH HILL INVESTMENT ADVISORS LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
Found :
31 |
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Menu
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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 |
|
TT |
Trane Technologies (Ingerso... |
40 |
- |
$319.29 |
$9,147,000 |
37,502 |
0.49% |
1,537,000 |
0 |
0.016 |
Diversified Machinery |
|
|
BXP |
Boston Properties Inc |
52 |
- |
$60.78 |
$5,040,000 |
71,825 |
0.27% |
768,000 |
0 |
0.046 |
REIT - Office |
|
|
IR |
Ingersoll Rand Inc |
72 |
- |
$86.72 |
$2,559,000 |
33,090 |
0.14% |
451,000 |
0 |
0.008 |
N/A |
|
|
ITW |
Illinois Tool Works Inc |
75 |
- |
$243.92 |
$2,401,000 |
9,165 |
0.13% |
290,000 |
0 |
0.003 |
Diversified Machinery |
|
|
ALLE |
Allegion Plc |
84 |
- |
$122.88 |
$1,778,000 |
14,032 |
0.09% |
316,000 |
0 |
0.015 |
N/A |
|
|
DE |
Deere & Co |
87 |
- |
$400.96 |
$1,565,000 |
3,915 |
0.08% |
88,000 |
0 |
0.001 |
Farm & Construction M... |
|
|
CARR |
Carrier Global Corp |
92 |
- |
$62.09 |
$1,310,000 |
22,800 |
0.07% |
51,000 |
0 |
0.003 |
N/A |
|
|
DOV |
Dover Corp |
97 |
- |
$178.99 |
$1,072,000 |
6,970 |
0.06% |
100,000 |
0 |
0.005 |
Conglomerates |
|
|
IDXX |
Idexx Laboratories Inc |
98 |
- |
$480.60 |
$1,049,000 |
1,890 |
0.06% |
223,000 |
0 |
0.002 |
Diagnostic Substances |
|
|
MAR |
Marriott International Inc |
100 |
- |
$234.59 |
$962,000 |
4,264 |
0.05% |
124,000 |
0 |
0.001 |
Lodging |
|
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D |
Dominion Energy Inc |
101 |
- |
$51.40 |
$957,000 |
20,355 |
0.05% |
48,000 |
0 |
0.002 |
Electric Utilities |
|
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DUK |
Duke Energy Corp |
107 |
- |
$100.26 |
$765,000 |
7,888 |
0.04% |
69,000 |
0 |
0.001 |
Electric Utilities |
|
|
FDX |
Fedex Corp |
113 |
- |
$260.65 |
$612,000 |
2,419 |
0.03% |
-29,000 |
0 |
0.001 |
AirDelivery & Freight... |
|
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EFG |
iShares MSCI EAFE Growth ETF |
116 |
- |
$0.00 |
$520,000 |
5,373 |
0.03% |
56,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
PM |
Philip Morris International... |
118 |
- |
$97.40 |
$508,000 |
5,400 |
0.03% |
8,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
PPG |
PPG Industries Inc |
119 |
- |
$132.92 |
$496,000 |
3,315 |
0.03% |
66,000 |
0 |
0.001 |
Conglomerates |
|
|
FDS |
Factset Research Systems Inc |
123 |
- |
$428.25 |
$483,000 |
1,012 |
0.03% |
40,000 |
0 |
0.003 |
Information & Deliver... |
|
|
SYY |
SYSCO Corp |
127 |
- |
$75.36 |
$428,000 |
5,848 |
0.02% |
42,000 |
0 |
0 |
Food Wholesale |
|
|
SHEL |
Shell plc |
126 |
- |
$72.37 |
$428,000 |
6,500 |
0.02% |
10,000 |
0 |
0.001 |
Integrated Oil & Gas |
|
|
FB |
Meta Platforms Inc |
131 |
- |
$451.96 |
$377,000 |
1,065 |
0.02% |
57,000 |
0 |
0 |
Internet Service Prov... |
|
|
WTRG |
Essential Utilities Ord Shs |
136 |
- |
$51.94 |
$308,000 |
8,253 |
0.02% |
25,000 |
0 |
0.003 |
Water Utilities |
|
|
MSA |
MSA Safety Incorporated |
138 |
- |
$183.93 |
$304,000 |
1,800 |
0.02% |
20,000 |
0 |
0.005 |
Medical Appliances & ... |
|
|
MCO |
Moodys Corp |
139 |
- |
$380.56 |
$301,000 |
770 |
0.02% |
58,000 |
0 |
0.001 |
Business Services |
|
|
UL |
Unilever Plc (ADR) |
140 |
- |
$52.13 |
$301,000 |
6,200 |
0.02% |
-5,000 |
0 |
0 |
Food - Major Diversified |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
141 |
- |
$277.92 |
$299,000 |
1,151 |
0.02% |
38,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
LLY |
Eli Lilly & Co |
144 |
- |
$734.97 |
$256,000 |
439 |
0.01% |
20,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PAYX |
Paychex Inc |
148 |
- |
$120.10 |
$238,000 |
2,000 |
0.01% |
7,000 |
0 |
0.001 |
Staffing & Outsourcin... |
|
|
CSX |
CSX Corp |
149 |
- |
$33.85 |
$232,000 |
6,700 |
0.01% |
26,000 |
0 |
0 |
Railroads |
|
|
HSY |
Hershey Foods Corp |
150 |
- |
$197.92 |
$231,000 |
1,240 |
0.01% |
-17,000 |
0 |
0.001 |
Confectioners |
|
|
GIS |
General Mills Inc |
151 |
- |
$69.91 |
$227,000 |
3,480 |
0.01% |
4,000 |
0 |
0.001 |
Food - Major Diversified |
|
|
MO |
Altria Group Inc |
156 |
- |
$43.59 |
$218,000 |
5,400 |
0.01% |
-9,000 |
0 |
0 |
Cigarettes & Other To... |
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