Birch Hill Investment Advisors LLC

CIK 1424177 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.2B
every reported holding for this filer and quarter, including ones with no disclosed value: 195
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 9

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$10.3M	+8,894	$125M	$114M	540,217	549,111
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$32.8M	−1,913	$137M	$104M	282,529	280,616
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	TRIM	−$6.9M	−3,807	$109M	$102M	216,785	212,978
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$19.7M	−36,642	$113M	$93.5M	361,655	325,013
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17899` · issuer key `iss:1745`	TRIM	+$395K	−20,386	$92.1M	$92.5M	599,401	579,015
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$6.9M	−1,456	$98.7M	$91.7M	362,974	361,518
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15235` · issuer key `iss:125`	TRIM	−$10.7M	−33,965	$98.9M	$88.2M	732,076	698,111
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16716` · issuer key `iss:633`	TRIM	−$1.3K	−3,866	$77.0M	$77.0M	293,478	289,612
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15708` · issuer key `iss:1187`	TRIM	−$7.2M	−11,032	$81.4M	$74.2M	438,591	427,559
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10904` · issuer key `iss:1569`	TRIM	−$7.3M	−4,033	$75.0M	$67.7M	192,763	188,730
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10136` · issuer key `iss:990`	TRIM	−$15.9M	−3,027	$83.7M	$67.7M	282,401	279,374
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10586` · issuer key `iss:1908`	TRIM	−$1.8M	−1,690	$69.1M	$67.3M	152,485	150,795
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16440` · issuer key `iss:637`	TRIM	−$4.1M	−3,480	$63.4M	$59.3M	743,680	740,200
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10263` · issuer key `iss:1078`	TRIM	+$7.8M	−490	$49.5M	$57.3M	793,039	792,549
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:18249` · issuer key `iss:1949`	TRIM	+$2.5M	−599	$52.4M	$55.0M	189,909	189,310
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: N Y REGISTRY SHS · position key `pos:11625` · issuer key `iss:2284`	ADD	+$10.0M	+59	$42.4M	$52.5M	39,658	39,717
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	TRIM	−$7.5M	−8,328	$59.4M	$51.9M	189,401	181,073
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12577` · issuer key `iss:1126`	TRIM	+$1.7M	−740	$48.1M	$49.8M	200,860	200,120
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15495` · issuer key `iss:1590`	TRIM	−$10.5M	−392	$55.5M	$45.0M	106,211	105,819
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10317` · issuer key `iss:1960`	ADD	−$1.5M	+9,011	$41.9M	$40.4M	152,148	161,159

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 63

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS · position key `pos:14081` · issuer key `iss:2235`	NO CHANGE	+$1.0M	$14.6M	$15.6M	37,502	37,502
—	share class as filed: SHS REP COM UT · position key `pos:16309` · issuer key `iss:2395`	NO CHANGE	−$1.6M	$7.0M	$5.4M	102,850	102,850
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10715` · issuer key `iss:916`	NO CHANGE	−$212K	$4.8M	$4.6M	13,919	13,919
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11608` · issuer key `iss:889`	NO CHANGE	−$671K	$5.0M	$4.3M	324,169	324,169
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13432` · issuer key `iss:411`	NO CHANGE	+$548K	$2.3M	$2.9M	4,044	4,044
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14770` · issuer key `iss:965`	NO CHANGE	+$29.8K	$2.6M	$2.7M	33,090	33,090
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15592` · issuer key `iss:954`	NO CHANGE	+$123K	$2.2M	$2.3M	8,763	8,763
—	share class as filed: GLOBAL X COPPER · position key `sid:sec:prov:eccbebd4ae697b4cc5b742610cdbf1dd` · issuer key `iss:2391`	NO CHANGE	+$112K	$1.8M	$1.9M	24,520	24,520
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD SHS · position key `pos:10520` · issuer key `iss:2024`	NO CHANGE	−$174K	$2.0M	$1.8M	12,500	12,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13471` · issuer key `iss:562`	NO CHANGE	+$314K	$1.5M	$1.8M	3,215	3,215
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16096` · issuer key `iss:1206`	NO CHANGE	+$29.1K	$1.7M	$1.8M	5,646	5,646
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	NO CHANGE	+$153K	$1.3M	$1.5M	11,909	11,909
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:13801` · issuer key `iss:1188`	NO CHANGE	+$72.2K	$1.3M	$1.4M	4,291	4,291
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18143` · issuer key `iss:982`	NO CHANGE	+$230K	$1.2M	$1.4M	31,800	31,800
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14916` · issuer key `iss:1946`	NO CHANGE	+$61.5K	$1.3M	$1.4M	6,104	6,104
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16368` · issuer key `iss:953`	NO CHANGE	−$219K	$1.3M	$1.1M	1,910	1,910
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$10.3K	$1.0M	$1.0M	10,706	10,706
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:15690` · issuer key `iss:610`	NO CHANGE	+$108K	$925K	$1.0M	7,888	7,888
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11584` · issuer key `iss:403`	NO CHANGE	+$62.1K	$945K	$1.0M	17,891	17,891
—	share class as filed: SHS NEW · position key `sid:sec:prov:62a2ff7b2ad44c6883d016344e34872b` · issuer key `cusip6:389930`	NO CHANGE	−$251K	$1.1M	$863K	28,761	28,761
—	share class as filed: S&P 500 GRWT ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$71.6K	$869K	$798K	7,051	7,051
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17674` · issuer key `iss:728`	NO CHANGE	+$149K	$640K	$790K	2,217	2,217
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10856` · issuer key `iss:1801`	NO CHANGE	−$74.8K	$806K	$731K	5,033	5,033
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11671` · issuer key `iss:122`	NO CHANGE	+$50.6K	$674K	$725K	2,060	2,060
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11849` · issuer key `iss:104`	NO CHANGE	−$154K	$844K	$690K	2,281	2,281
—	share class as filed: ESG AWARE MSCI · position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U`	NO CHANGE	+$14.7K	$649K	$664K	14,122	14,122
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD · position key `pos:16902` · issuer key `iss:2033`	NO CHANGE	+$451	$619K	$619K	6,450	6,450
—	share class as filed: EAFE GRWTH ETF · position key `pos:16666` · issuer key `iss:1013`	NO CHANGE	−$13.9K	$621K	$607K	5,450	5,450
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPON ADS · position key `pos:14503` · issuer key `iss:1578`	NO CHANGE	+$127K	$478K	$605K	6,500	6,500
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14318` · issuer key `iss:1382`	NO CHANGE	−$77.4K	$658K	$581K	7,537	7,537
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11938` · issuer key `iss:834`	NO CHANGE	−$20.6K	$549K	$529K	625	625
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10935` · issuer key `iss:1902`	NO CHANGE	+$99.5K	$428K	$528K	10,512	10,512
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	NO CHANGE	+$6.0K	$498K	$504K	5,571	5,571
—	share class as filed: SEMICONDUCTR ETF · position key `pos:15938` · issuer key `iss:2474`	NO CHANGE	+$30.1K	$466K	$496K	1,293	1,293
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12525` · issuer key `iss:1319`	NO CHANGE	−$2.6K	$444K	$441K	1,537	1,537
—	share class as filed: MEGA GRWTH IND · position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	NO CHANGE	−$52.2K	$475K	$423K	1,151	1,151
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SHS BEN INT · position key `pos:15567` · issuer key `iss:1018`	NO CHANGE	−$124K	$546K	$423K	11,000	11,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11688` · issuer key `iss:1955`	NO CHANGE	−$69.0K	$473K	$404K	5,079	5,079
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$12.5K	$390K	$403K	2,720	2,720
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10368` · issuer key `iss:203`	NO CHANGE	−$19.1K	$378K	$359K	2,081	2,081
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15015` · issuer key `iss:92`	NO CHANGE	+$45.0K	$311K	$356K	5,400	5,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15008` · issuer key `iss:318`	NO CHANGE	+$38.8K	$312K	$351K	5,782	5,782
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15545` · issuer key `iss:247`	NO CHANGE	−$81.6K	$430K	$348K	2,215	2,215
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13876` · issuer key `iss:917`	NO CHANGE	+$47.1K	$297K	$344K	1,522	1,522
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17533` · issuer key `iss:1509`	NO CHANGE	−$107K	$431K	$325K	2,522	2,522
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:11621` · issuer key `iss:1253`	NO CHANGE	−$24.2K	$332K	$308K	1,871	1,871
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12666` · issuer key `iss:688`	NO CHANGE	+$14.3K	$287K	$301K	7,484	7,484
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10573` · issuer key `iss:1159`	NO CHANGE	+$6.9K	$288K	$295K	1,800	1,800
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UTSER1 S&PDCRP · position key `pos:17758` · issuer key `iss:1605`	NO CHANGE	+$6.4K	$287K	$293K	475	475
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	NO CHANGE	−$6.3K	$295K	$289K	1,344	1,344
—	share class as filed: US LARGECAP DIVD · position key `pos:17905` · issuer key `iss:1981`	NO CHANGE	+$4.0K	$282K	$286K	3,200	3,200
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16667` · issuer key `iss:362`	NO CHANGE	+$32.2K	$243K	$275K	6,700	6,700
—	share class as filed: GLB X MLP ENRG I · position key `sid:sec:prov:e04b324bdcb1c228a6c7318dc8c6ce46` · issuer key `iss:2391`	NO CHANGE	+$49.0K	$222K	$271K	3,666	3,666
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16504` · issuer key `iss:1251`	NO CHANGE	−$46.3K	$317K	$270K	620	620
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COMMON CLASS A · position key `pos:12817` · issuer key `iss:1239`	NO CHANGE	−$140K	$408K	$269K	39,100	39,100
—	share class as filed: US DIVIDEND EQ · position key `pos:10714` · issuer key `iss:1633`	NO CHANGE	+$27.6K	$233K	$261K	8,500	8,500
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$7.4K	$258K	$251K	800	800
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13049` · issuer key `iss:926`	NO CHANGE	+$23.5K	$224K	$247K	504	504
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:12864` · issuer key `iss:369`	NO CHANGE	+$5.0K	$240K	$245K	450	450
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	NO CHANGE	−$11.0K	$254K	$243K	758	758
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11177` · issuer key `iss:1956`	NO CHANGE	+$13.9K	$214K	$228K	1,152	1,152
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPON ADR NEW · position key `pos:11556` · issuer key `iss:1854`	NO CHANGE	−$30.0K	$232K	$202K	3,554	3,554
—	share class as filed: CLASS A COM · position key `sid:sec:prov:6af2a0bf15f867d1bff8c7930f134308` · issuer key `cusip6:81749D`	NO CHANGE	−$25.1K	$80.5K	$55.4K	27,293	27,293

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

175 issuers · 195 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$93.5M	325,013
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$51.9M	181,073

$145M

506,086

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$114M

549,111

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$104M

280,616

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$102M

212,978

4.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$92.5M

579,015

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$91.7M

361,518

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$88.2M

698,111

4.0%

—

ISHARES TR

12 positions · 12 reported rows

Rows Birch Hill Investment Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$26.7M	40,813
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$26.2M	210,832
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$8.0M	118,778
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$7.9M	81,018
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$3.5M	14,075
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$3.1M	25,794
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.5M	44,237
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.0M	10,706
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$798K	7,051
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$791K	3,748
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$251K	800
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$234K	630

ticker not yet mapped

$80.9M

558,482

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$77.0M

289,612

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$74.2M

427,559

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.7M

188,730

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.7M

279,374

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.3M

150,795

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$59.3M

740,200

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$57.3M

792,549

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATTS WATER TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$55.0M

189,310

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$52.5M

39,717

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINCOLN ELEC HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$49.8M

200,120

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$45.0M

105,819

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEST PHARMACEUTICAL SVSC INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$40.4M

161,159

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$36.5M

114,853

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$34.9M

35,039

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$32.2M

131,894

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$31.2M

414,141

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOROX CO DEL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$30.8M

297,600

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$29.5M

529,103

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.8M

185,475

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.7M

57,394

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.1M

95,510

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW GRAINGER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$23.2M

21,286

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$22.4M

128,610

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEWY INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$19.3M

714,246

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARLISLE COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.4M

49,032

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LABCORP HOLDINGS INC · COM SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.3M

61,021

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.6M

37,502

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.4M

165,852

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.8M

88,483

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.3M

66,581

0.5%

—

J P MORGAN EXCHANGE TRADED F · BETABULDRS JAPAN CUSIP 46641Q217
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.7M

155,653

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.7M

88,805

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.9M

182,911

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.2M

113,945

0.4%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$7.0M	130,341
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$858K	6,200

ticker not yet mapped

$7.9M

136,541

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.7M

24,959

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.3M

16,999

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.1M

36,971

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.9M

90,178

0.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.8M

35,272

0.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.5M

101,773

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BXP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.0M

114,741

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

25,538

0.2%

—

GRAYSCALE BITCOIN TRUST ETF · SHS REP COM UT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

102,850

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.3M

26,263

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

13,919

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

22,074

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

14,396

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HAYWARD HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.3M

324,169

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.1M

27,725

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

46,571

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

29,363

0.2%

—

VANGUARD INDEX FDS

4 positions · 4 reported rows

Rows Birch Hill Investment Advisors LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.6M	2,651
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.2M	4,187
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$690K	2,636
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$243K	758

ticker not yet mapped

$3.7M

10,232

0.2%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.7M	43,620
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$775K	5,831

ticker not yet mapped

$3.4M

49,451

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HILTON WORLDWIDE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

11,187

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENTEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

153,950

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCCORMICK & CO INC · COM NON VTG CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

66,150

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

4,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.8M

5,761

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

9,401

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INGERSOLL RAND INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

33,090

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

45,929

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

10,489

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

49,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.4M

14,795

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.4M

23,335

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

4,660

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

11,113

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

8,763

0.1%

—

GLOBAL X FDS

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · GLOBAL X COPPER CUSIP 37954Y830 src ↗	$1.9M	24,520
GLOBAL X FDS · GLB X MLP ENRG I CUSIP 37954Y293 src ↗	$271K	3,666

ticker not yet mapped

$2.1M

28,186

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

5,367

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

35,944

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

7,778

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

6,536

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLEGION PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

12,500

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

3,215

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

2,724

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

13,994

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

5,646

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOVER CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.6M

7,605

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

21,185

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

11,909

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

1,694

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

14,805

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

4,291

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

31,800

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

6,104

0.1%

—

VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.4M

1,995

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows Birch Hill Investment Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$607K	5,450
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$400K	3,299
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$207K	3,030

ticker not yet mapped

$1.2M

11,779

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.2M

6,495

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.2M

3,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.1M

1,910

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 72.6%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 259 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 195 / 195median book 97.5 positions

204 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Birch Hill Investment Advisors LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.