Sponsored

The Analysis of Birch Hill Investment Advisors LLC's Holdings & P&L

Currently, Birch Hill Investment Advisors LLC holds 195 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in CLX (+78.4K shares, valued at $8.1M), CHWY (+256.9K shares, valued at $6.9M), FI (+41.4K shares, valued at $2.3M); decreased their positions in INTU (-71.8K shares, valued at $31.0M), N/A (-36.6K shares, valued at $10.5M), LH (-21.5K shares, valued at $5.7M); initiated new positions in VT (+6.2K shares, valued at $857.6K), COMP (+32.3K shares, valued at $236.1K), ROST (+1.1K shares, valued at $235.7K).

1M P&L

+59.7M+3.11%

3M P&L

+115.1M+6.16%

HY P&L

+69.1M+3.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A148.1M

7.7%

2Internet Retail133.6M

6.9%

3Specialty Industrial Machinery133.6M

6.9%

Top Industries by Stock Count

1N/A42 stocks

23.7%

2Specialty Industrial Machinery7 stocks

4.0%

3Drug Manufacturers - General6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC549.1K shares1.65%2026-03-312026-04-29

MSFT MICROSOFT CORP280.6K shares-0.68%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL213.0K shares-1.76%2026-03-312026-04-29

ALPHABET INC ALPHABET INC325.0K shares-10.13%2026-03-312026-04-29

TJX TJX COS INC NEW579.0K shares-3.40%2026-03-312026-04-29

AAPL APPLE INC361.5K shares-0.40%2026-03-312026-04-29

APH AMPHENOL CORP698.1K shares-4.64%2026-03-312026-04-29

ECL ECOLAB INC289.6K shares-1.32%2026-03-312026-04-29

Sponsored

MMC MARSH & MCLENNAN COS INC427.6K shares-2.52%2026-03-312026-04-29

ROK ROCKWELL AUTOMATION INC188.7K shares-2.09%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS279.4K shares-1.07%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC150.8K shares-1.11%2026-03-312026-04-29

EW EDWARDS LIFESCIENCES CORP740.2K shares-0.47%2026-03-312026-04-29

KR KROGER CO792.5K shares-0.06%2026-03-312026-04-29

WTS WATTS WATER TECHNOLOGIES INC189.3K shares-0.32%2026-03-312026-04-29

ASML ASML HLDG NV39.7K shares0.15%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC181.1K shares-4.40%2026-03-312026-04-29

LECO LINCOLN ELEC HLDGS INC200.1K shares-0.37%2026-03-312026-04-29

SPGI S&P GLOBAL INC105.8K shares-0.37%2026-03-312026-04-29

WST WEST PHARMACEUTICAL SVSC INC161.2K shares5.92%2026-03-312026-04-29

ADI ANALOG DEVICES INC114.9K shares-0.97%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION35.0K shares-0.64%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON131.9K shares-1.89%2026-03-312026-04-29

ALC ALCON AG414.1K shares-6.27%2026-03-312026-04-29

Sponsored

CLX CLOROX CO DEL297.6K shares35.76%2026-03-312026-04-29

FI FISERV INC529.1K shares8.49%2026-03-312026-04-29

PEP PEPSICO INC185.5K shares0.49%2026-03-312026-04-29

MA MASTERCARD INCORPORATED57.4K shares-1.05%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO95.5K shares-1.34%2026-03-312026-04-29

IVV ISHARES TR40.8K shares-0.48%2026-03-312026-04-29

IJR ISHARES TR210.8K shares-0.40%2026-03-312026-04-29

GWW WW GRAINGER INC21.3K shares-0.07%2026-03-312026-04-29

Sponsored

NVDA NVIDIA CORPORATION128.6K shares8.05%2026-03-312026-04-29

CHWY CHEWY INC714.2K shares56.18%2026-03-312026-04-29

CSL CARLISLE COS INC49.0K shares3.04%2026-03-312026-04-29

LH LABCORP HOLDINGS INC61.0K shares-26.04%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC37.5K shares0.00%2026-03-312026-04-29

NEE NEXTERA ENERGY INC165.9K shares5.02%2026-03-312026-04-29

PG PROCTER & GAMBLE CO88.5K shares9.42%2026-03-312026-04-29

XOM EXXON MOBIL CORP66.6K shares-1.68%2026-03-312026-04-29

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F155.7K shares3.99%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC88.8K shares-0.65%2026-03-312026-04-29

BAC BANK AMERICA CORP182.9K shares-7.62%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC113.9K shares-2.82%2026-03-312026-04-29

IJH ISHARES TR118.8K shares0.05%2026-03-312026-04-29

EFA ISHARES TR81.0K shares3.53%2026-03-312026-04-29

BROADCOM INC BROADCOM INC25.0K shares0.78%2026-03-312026-04-29

INTU INTUIT17.0K shares-80.85%2026-03-312026-04-29

Sponsored

RTX RTX CORPORATION37.0K shares-0.26%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F130.3K shares7.59%2026-03-312026-04-29

KO COCA COLA CO90.2K shares-0.25%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.3K shares21.77%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS101.8K shares31.67%2026-03-312026-04-29

BXP BXP INC114.7K shares-4.73%2026-03-312026-04-29

ABBV ABBVIE INC25.5K shares-1.68%2026-03-312026-04-29

GBTC GRAYSCALE BITCOIN TRUST ETF102.8K shares0.00%2026-03-312026-04-29

Sponsored

ADP AUTOMATIC DATA PROCESSING IN26.3K shares-4.73%2026-03-312026-04-29

HD HOME DEPOT INC13.9K shares0.00%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND22.1K shares-6.72%2026-03-312026-04-29

V VISA INC14.4K shares11.12%2026-03-312026-04-29

HAYW HAYWARD HLDGS INC324.2K shares0.00%2026-03-312026-04-29

ORCL ORACLE CORP27.7K shares-3.82%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO46.6K shares-2.35%2026-03-312026-04-29

EMR EMERSON ELEC CO29.4K shares-0.34%2026-03-312026-04-29

Sponsored

IWM ISHARES TR14.1K shares0.18%2026-03-312026-04-29

HLT HILTON WORLDWIDE HLDGS INC11.2K shares3.52%2026-03-312026-04-29

GNTX GENTEX CORP153.9K shares-8.36%2026-03-312026-04-29

MKC MCCORMICK & CO INC66.2K shares-0.77%2026-03-312026-04-29

IJS ISHARES TR25.8K shares0.12%2026-03-312026-04-29

CAT CATERPILLAR INC4.0K shares0.00%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC5.8K shares-0.09%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I9.4K shares3.64%2026-03-312026-04-29

Sponsored

XLE SELECT SECTOR SPDR TR43.6K shares-1.36%2026-03-312026-04-29

IR INGERSOLL RAND INC33.1K shares0.00%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC45.9K shares-49.28%2026-03-312026-04-29

WAB WABTEC10.5K shares-5.84%2026-03-312026-04-29

USB US BANCORP49.1K shares-2.00%2026-03-312026-04-29

EEM ISHARES TR44.2K shares0.16%2026-03-312026-04-29

BR BROADRIDGE FINL SOLUTIONS IN14.8K shares65.99%2026-03-312026-04-29

ABT ABBOTT LABORATORIES23.3K shares-4.85%2026-03-312026-04-29

Sponsored

LINDE PLC LINDE PLC4.7K shares-3.24%2026-03-312026-04-29

CVX CHEVRON CORPORATION11.1K shares-3.68%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC8.8K shares0.00%2026-03-312026-04-29

ROP ROPER TECHNOLOGIES INC5.4K shares-32.09%2026-03-312026-04-29

NKE NIKE INC35.9K shares5.57%2026-03-312026-04-29

UNP UNION PAC CORP7.8K shares-3.17%2026-03-312026-04-29

COPX GLOBAL X FDS24.5K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE6.5K shares11.99%2026-03-312026-04-29

Sponsored

ALLE ALLEGION PLC12.5K shares0.00%2026-03-312026-04-29

DE DEERE & CO3.2K shares0.00%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-0.18%2026-03-312026-04-29

ABNB AIRBNB INC14.0K shares2.94%2026-03-312026-04-29

MCD MCDONALDS CORP5.6K shares0.00%2026-03-312026-04-29

DOV DOVER CORP7.6K shares-3.49%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares-1.49%2026-03-312026-04-29

CVS CVS HEALTH CORP21.2K shares-0.79%2026-03-312026-04-29

Sponsored

WMT WALMART INC11.9K shares0.00%2026-03-312026-04-29

GEV GE VERNOVA INC1.7K shares26.04%2026-03-312026-04-29

DIS DISNEY WALT CO14.8K shares-12.25%2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW4.3K shares0.00%2026-03-312026-04-29

INTC INTEL CORP31.8K shares0.00%2026-03-312026-04-29

WM WASTE MGMT INC DEL6.1K shares0.00%2026-03-312026-04-29

VGT VANGUARD WORLD FD2.0K shares9.02%2026-03-312026-04-29

CRM SALESFORCE INC6.5K shares-22.60%2026-03-312026-04-29

Sponsored

VO VANGUARD INDEX FDS4.2K shares0.14%2026-03-312026-04-29

TSLA TESLA INC3.1K shares21.36%2026-03-312026-04-29

IDXX IDEXX LABS INC1.9K shares0.00%2026-03-312026-04-29

IWR ISHARES TR10.7K shares0.00%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.9K shares0.00%2026-03-312026-04-29

SITE SITEONE LANDSCAPE SUPPLY INC7.6K shares17.42%2026-03-312026-04-29

CARR CARRIER GLOBAL CORPORATION17.9K shares0.00%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC10.2K shares-11.77%2026-03-312026-04-29

Sponsored

META META PLATFORMS INC1.7K shares-0.65%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR10.7K shares10.36%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO3.6K shares30.63%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC5.5K shares-0.91%2026-03-312026-04-29

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET28.8K shares0.00%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F6.2K sharesnew addition2026-03-312026-04-29

ESGD ISHARES TR8.7K shares2.00%2026-03-312026-04-29

IVW ISHARES TR7.1K shares0.00%2026-03-312026-04-29

Sponsored

NTR NUTRIEN LTD10.5K shares-3.23%2026-03-312026-04-29

IVE ISHARES TR3.7K shares0.67%2026-03-312026-04-29

FDX FEDEX CORP2.2K shares0.00%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR5.8K shares37.78%2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC180 shares-16.28%2026-03-312026-04-29

D DOMINION ENERGY INC12.1K shares-3.97%2026-03-312026-04-29

MMM 3M CO5.0K shares0.00%2026-03-312026-04-29

AMGN AMGEN INC2.1K shares0.00%2026-03-312026-04-29

Sponsored

VB VANGUARD INDEX FDS2.6K shares0.57%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO2.3K shares0.00%2026-03-312026-04-29

ESML ISHARES TR14.1K shares0.00%2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP2.3K shares14.68%2026-03-312026-04-29

KMX CARMAX INC15.5K shares-4.72%2026-03-312026-04-29

LLY ELI LILLY & CO678 shares10.42%2026-03-312026-04-29

ACGL ARCH CAP GROUP LTD6.5K shares0.00%2026-03-312026-04-29

BC BRUNSWICK CORP8.5K shares-25.52%2026-03-312026-04-29

Sponsored

EFG ISHARES TR5.5K shares0.00%2026-03-312026-04-29

SHEL SHELL PLC6.5K shares0.00%2026-03-312026-04-29

PFE PFIZER INC21.5K shares-2.17%2026-03-312026-04-29

OTIS OTIS WORLDWIDE CORP7.5K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR1.3K shares0.81%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-18.64%2026-03-312026-04-29

VST VISTRA CORP3.5K shares10.28%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC625 shares0.00%2026-03-312026-04-29

Sponsored

VZ VERIZON COMMUNICATIONS INC10.5K shares0.00%2026-03-312026-04-29

IEFA ISHARES TR5.6K shares0.00%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares20.74%2026-03-312026-04-29

SMH VANECK ETF TRUST1.3K shares0.00%2026-03-312026-04-29

DHR DANAHER CORP DEL2.6K shares-0.66%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP1.5K shares0.00%2026-03-312026-04-29

ZBH ZIMMER BIOMET HOLDINGS INC4.8K shares-9.79%2026-03-312026-04-29

MGK VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-29

Sponsored

IBIT ISHARES BITCOIN TRUST ETF11.0K shares0.00%2026-03-312026-04-29

ADBE ADOBE INC1.7K shares-37.81%2026-03-312026-04-29

WFC WELLS FARGO & CO5.1K shares0.00%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS2.7K shares0.00%2026-03-312026-04-29

DSI ISHARES TR3.3K shares2.33%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC3.0K shares88.73%2026-03-312026-04-29

AVY AVERY DENNISON CORP2.1K shares0.00%2026-03-312026-04-29

MO ALTRIA GROUP INC5.4K shares0.00%2026-03-312026-04-29

Sponsored

CAVA CAVA GROUP INC4.4K shares-26.75%2026-03-312026-04-29

PPG PPG INDS INC3.3K shares-13.51%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.00%2026-03-312026-04-29

BDX BECTON DICKINSON & CO2.2K shares0.00%2026-03-312026-04-29

HON HONEYWELL INTL INC1.5K shares0.00%2026-03-312026-04-29

CSCO CISCO SYS INC4.3K shares-10.02%2026-03-312026-04-29

QCOM QUALCOMM INC2.5K shares0.00%2026-03-312026-04-29

MS MORGAN STANLEY1.9K shares0.00%2026-03-312026-04-29

Sponsored

WTRG ESSENTIAL UTILS INC7.5K shares0.00%2026-03-312026-04-29

MSA MSA SAFETY INC1.8K shares0.00%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40475 shares0.00%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-03-312026-04-29

DLN WISDOMTREE TR3.2K shares0.00%2026-03-312026-04-29

T AT&T INC9.7K shares0.52%2026-03-312026-04-29

CSX CSX CORP6.7K shares0.00%2026-03-312026-04-29

RSPE INVESCO EXCH TRADED FD TR II9.3K shares4.51%2026-03-312026-04-29

Sponsored

MLPX GLOBAL X FDS3.7K shares0.00%2026-03-312026-04-29

MCO MOODYS CORP620 shares0.00%2026-03-312026-04-29

MBLY MOBILEYE GLOBAL INC39.1K shares0.00%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-29

WAT WATERS CORP875 shares45.83%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.2K shares-31.73%2026-03-312026-04-29

IWO ISHARES TR800 shares0.00%2026-03-312026-04-29

HUBBELL INC HUBBELL INC504 shares0.00%2026-03-312026-04-29

Sponsored

CACI CACI INTL INC450 shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS758 shares0.00%2026-03-312026-04-29

COMP COMPASS INC32.3K sharesnew addition2026-03-312026-04-29

ROST ROSS STORES INC1.1K sharesnew addition2026-03-312026-04-29

IWV ISHARES TR630 shares-3.08%2026-03-312026-04-29

WELL WELLTOWER INC1.2K shares0.00%2026-03-312026-04-29

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.0K shares-62.24%2026-03-312026-04-29

ACWX ISHARES TR3.0K sharesnew addition2026-03-312026-04-29

Sponsored

SYY SYSCO CORP2.9K shares-4.59%2026-03-312026-04-29

UNILEVER PLC UNILEVER PLC3.6K shares0.00%2026-03-312026-04-29

SERA SERA PROGNOSTICS INC27.3K shares0.00%2026-03-312026-04-29

AMZN

AMAZON COM INC

1.65%

Shares549.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.68%

Shares280.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-1.76%

Shares213.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-10.13%

Shares325.0K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

-3.40%

Shares579.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.40%

Shares361.5K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

-4.64%

Shares698.1K

Event2026-03-31

Filed2026-04-29

ECL

ECOLAB INC

-1.32%

Shares289.6K

Event2026-03-31

Filed2026-04-29

MMC

MARSH & MCLENNAN COS INC

-2.52%

Shares427.6K

Event2026-03-31

Filed2026-04-29

ROK

ROCKWELL AUTOMATION INC

-2.09%

Shares188.7K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-1.07%

Shares279.4K

Event2026-03-31

Filed2026-04-29

VRTX

VERTEX PHARMACEUTICALS INC

-1.11%

Shares150.8K

Event2026-03-31

Filed2026-04-29

EDWARDS LIFESCIENCES CORP

-0.47%

Shares740.2K

Event2026-03-31

Filed2026-04-29

KROGER CO

-0.06%

Shares792.5K

Event2026-03-31

Filed2026-04-29

WTS

WATTS WATER TECHNOLOGIES INC

-0.32%

Shares189.3K

Event2026-03-31

Filed2026-04-29

ASML

ASML HLDG NV

0.15%

Shares39.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-4.40%

Shares181.1K

Event2026-03-31

Filed2026-04-29

LECO

LINCOLN ELEC HLDGS INC

-0.37%

Shares200.1K

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

-0.37%

Shares105.8K

Event2026-03-31

Filed2026-04-29

WST

WEST PHARMACEUTICAL SVSC INC

5.92%

Shares161.2K

Event2026-03-31

Filed2026-04-29

ADI

ANALOG DEVICES INC

-0.97%

Shares114.9K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-0.64%

Shares35.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-1.89%

Shares131.9K

Event2026-03-31

Filed2026-04-29

ALC

ALCON AG

-6.27%

Shares414.1K

Event2026-03-31

Filed2026-04-29

CLX

CLOROX CO DEL

35.76%

Shares297.6K

Event2026-03-31

Filed2026-04-29

FISERV INC

8.49%

Shares529.1K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

0.49%

Shares185.5K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

-1.05%

Shares57.4K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-1.34%

Shares95.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.48%

Shares40.8K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-0.40%

Shares210.8K

Event2026-03-31

Filed2026-04-29

GWW

WW GRAINGER INC

-0.07%

Shares21.3K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

8.05%

Shares128.6K

Event2026-03-31

Filed2026-04-29

CHWY

CHEWY INC

56.18%

Shares714.2K

Event2026-03-31

Filed2026-04-29

CSL

CARLISLE COS INC

3.04%

Shares49.0K

Event2026-03-31

Filed2026-04-29

LABCORP HOLDINGS INC

-26.04%

Shares61.0K

Event2026-03-31

Filed2026-04-29

TRANE TECHNOLOGIES PLC

0.00%

Shares37.5K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

5.02%

Shares165.9K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

9.42%

Shares88.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-1.68%

Shares66.6K

Event2026-03-31

Filed2026-04-29

J P MORGAN EXCHANGE TRADED F

3.99%

Shares155.7K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-0.65%

Shares88.8K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-7.62%

Shares182.9K

Event2026-03-31

Filed2026-04-29

UBER

UBER TECHNOLOGIES INC

-2.82%

Shares113.9K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

0.05%

Shares118.8K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

3.53%

Shares81.0K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

0.78%

Shares25.0K

Event2026-03-31

Filed2026-04-29

INTU

INTUIT

-80.85%

Shares17.0K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-0.26%

Shares37.0K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

7.59%

Shares130.3K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-0.25%

Shares90.2K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

21.77%

Shares35.3K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

31.67%

Shares101.8K

Event2026-03-31

Filed2026-04-29

BXP

BXP INC

-4.73%

Shares114.7K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-1.68%

Shares25.5K

Event2026-03-31

Filed2026-04-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares102.8K

Event2026-03-31

Filed2026-04-29

ADP

AUTOMATIC DATA PROCESSING IN

-4.73%

Shares26.3K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-29

ACCENTURE PLC IRELAND

-6.72%

Shares22.1K

Event2026-03-31

Filed2026-04-29

VISA INC

11.12%

Shares14.4K

Event2026-03-31

Filed2026-04-29

HAYW

HAYWARD HLDGS INC

0.00%

Shares324.2K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-3.82%

Shares27.7K

Event2026-03-31

Filed2026-04-29

COLGATE PALMOLIVE CO

-2.35%

Shares46.6K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

-0.34%

Shares29.4K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.18%

Shares14.1K

Event2026-03-31

Filed2026-04-29

HLT

HILTON WORLDWIDE HLDGS INC

3.52%

Shares11.2K

Event2026-03-31

Filed2026-04-29

GNTX

GENTEX CORP

-8.36%

Shares153.9K

Event2026-03-31

Filed2026-04-29

MKC

MCCORMICK & CO INC

-0.77%

Shares66.2K

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

0.12%

Shares25.8K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

-0.09%

Shares5.8K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODUCTS AND CHEMICALS I

3.64%

Shares9.4K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

-1.36%

Shares43.6K

Event2026-03-31

Filed2026-04-29

INGERSOLL RAND INC

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-29

MDLZ

MONDELEZ INTL INC

-49.28%

Shares45.9K

Event2026-03-31

Filed2026-04-29

WAB

WABTEC

-5.84%

Shares10.5K

Event2026-03-31

Filed2026-04-29

USB

US BANCORP

-2.00%

Shares49.1K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

0.16%

Shares44.2K

Event2026-03-31

Filed2026-04-29

BROADRIDGE FINL SOLUTIONS IN

65.99%

Shares14.8K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

-4.85%

Shares23.3K

Event2026-03-31

Filed2026-04-29

LINDE PLC

-3.24%

Shares4.7K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-3.68%

Shares11.1K

Event2026-03-31

Filed2026-04-29

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-29

ROP

ROPER TECHNOLOGIES INC

-32.09%

Shares5.4K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

5.57%

Shares35.9K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

-3.17%

Shares7.8K

Event2026-03-31

Filed2026-04-29

COPX

GLOBAL X FDS

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

11.99%

Shares6.5K

Event2026-03-31

Filed2026-04-29

ALLE

ALLEGION PLC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-29

DEERE & CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.18%

Shares2.7K

Event2026-03-31

Filed2026-04-29

ABNB

AIRBNB INC

2.94%

Shares14.0K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-29

DOV

DOVER CORP

-3.49%

Shares7.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.49%

Shares2.7K

Event2026-03-31

Filed2026-04-29

CVS

CVS HEALTH CORP

-0.79%

Shares21.2K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

26.04%

Shares1.7K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

-12.25%

Shares14.8K

Event2026-03-31

Filed2026-04-29

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

0.00%

Shares31.8K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

9.02%

Shares2.0K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

-22.60%

Shares6.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.14%

Shares4.2K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

21.36%

Shares3.1K

Event2026-03-31

Filed2026-04-29

IDXX

IDEXX LABS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-29

SITE

SITEONE LANDSCAPE SUPPLY INC

17.42%

Shares7.6K

Event2026-03-31

Filed2026-04-29

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-29

UPS

UNITED PARCEL SVCS INC

-11.77%

Shares10.2K

Event2026-03-31

Filed2026-04-29