Sponsored

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

Currently, Birch Hill Investment Advisors LLC holds 211 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in DHR (+34.4K shares, valued at $6.6M), N/A (+59.4K shares, valued at $5.2M), FI (+94.2K shares, valued at $4.6M); decreased their positions in ALC (-94.5K shares, valued at $6.3M), N/A (-239.3K shares, valued at $4.7M), INTU (-14.9K shares, valued at $3.9M); initiated new positions in MRVL (+3.2K shares, valued at $955.6K), ALH (+19.6K shares, valued at $520.1K), LEN (+4.0K shares, valued at $362.0K).

1M P&L

+99.5M+4.90%

3M P&L

+79.0M+3.85%

HY P&L

+117.1M+5.81%

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

1Specialty Industrial Machinery179.5M

8.1%

2Internet Content & Information175.3M

7.9%

3N/A160.2M

7.2%

Top Industries by Stock Count

1N/A47 stocks

26.4%

2Semiconductors8 stocks

4.5%

3Specialty Industrial Machinery7 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC546.7K shares-0.43%2026-06-302026-07-21

APH AMPHENOL CORP719.9K shares3.12%2026-06-302026-07-21

GOOGL ALPHABET INC314.7K shares-3.18%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL212.6K shares-0.19%2026-06-302026-07-21

AAPL APPLE INC367.1K shares1.54%2026-06-302026-07-21

MSFT MICROSOFT CORP283.6K shares1.05%2026-06-302026-07-21

ROK ROCKWELL AUTOMATION INC186.1K shares-1.42%2026-06-302026-07-21

TJX TJX COS INC NEW572.2K shares-1.18%2026-06-302026-07-21

Sponsored

ASML ASML HLDG NV41.1K shares3.53%2026-06-302026-07-21

ECL ECOLAB INC292.6K shares1.04%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS289.5K shares3.62%2026-06-302026-07-21

WTS WATTS WATER TECHNOLOGIES INC194.2K shares2.57%2026-06-302026-07-21

VRTX VERTEX PHARMACEUTICALS INC147.7K shares-2.05%2026-06-302026-07-21

MMC MARSH & MCLENNAN COS INC410.2K shares-4.05%2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP735.4K shares-0.65%2026-06-302026-07-21

GOOG ALPHABET INC177.0K shares-2.24%2026-06-302026-07-21

Sponsored

WST WEST PHARMACEUTICAL SVSC INC159.7K shares-0.91%2026-06-302026-07-21

LECO LINCOLN ELEC HLDGS INC202.7K shares1.29%2026-06-302026-07-21

ADI ANALOG DEVICES INC112.9K shares-1.70%2026-06-302026-07-21

KR KROGER CO796.4K shares0.48%2026-06-302026-07-21

S&P GLOBAL INC S&P GLOBAL INC102.5K shares-3.17%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION34.9K shares-0.51%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON126.6K shares-3.99%2026-06-302026-07-21

IJR ISHARES TR213.8K shares1.42%2026-06-302026-07-21

Sponsored

CLX CLOROX CO DEL324.9K shares9.18%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO94.4K shares-1.18%2026-06-302026-07-21

FI FISERV INC623.3K shares17.80%2026-06-302026-07-21

ISHARES TR ISHARES TR40.8K shares-0.12%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED57.5K shares0.15%2026-06-302026-07-21

GWW WW GRAINGER INC21.0K shares-1.51%2026-06-302026-07-21

NVDA NVIDIA CORPORATION136.1K shares5.81%2026-06-302026-07-21

PEP PEPSICO INC184.9K shares-0.30%2026-06-302026-07-21

Sponsored

ALC ALCON AG319.6K shares-22.83%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC225.3K shares35.82%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC37.5K shares0.00%2026-06-302026-07-21

CSL CARLISLE COS INC49.5K shares1.03%2026-06-302026-07-21

BBJP J P MORGAN EXCHANGE TRADED F200.3K shares28.68%2026-06-302026-07-21

LABCORP HOLDINGS INC LABCORP HOLDINGS INC51.1K shares-16.31%2026-06-302026-07-21

PG PROCTER & GAMBLE CO90.5K shares2.30%2026-06-302026-07-21

MRK MERCK & CO INC88.0K shares-0.94%2026-06-302026-07-21

Sponsored

BAC BANK OF AMER CORP178.4K shares-2.45%2026-06-302026-07-21

BROADCOM INC BROADCOM INC24.9K shares-0.12%2026-06-302026-07-21

IJH ISHARES TR121.1K shares1.93%2026-06-302026-07-21

CHEWY INC CHEWY INC475.0K shares-33.50%2026-06-302026-07-21

EFA ISHARES TR82.7K shares2.06%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F133.3K shares2.25%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS110.3K shares8.35%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC107.0K shares-6.10%2026-06-302026-07-21

Sponsored

BXP BXP INC110.9K shares-3.33%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T34.5K shares-2.08%2026-06-302026-07-21

KO COCA COLA CO90.2K shares0.00%2026-06-302026-07-21

DHR DANAHER CORP DEL37.0K shares1345.72%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION36.9K shares-0.06%2026-06-302026-07-21

ABBVIE INC ABBVIE INC25.5K shares-0.31%2026-06-302026-07-21

VISA INC VISA INC17.5K shares21.28%2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN26.3K shares0.00%2026-06-302026-07-21

Sponsored

HAYW HAYWARD HLDGS INC304.2K shares-6.17%2026-06-302026-07-21

HD HOME DEPOT INC13.9K shares-0.14%2026-06-302026-07-21

GBTC GRAYSCALE BITCOIN TRUST ETF102.8K shares0.00%2026-06-302026-07-21

INTC INTEL CORP31.8K shares0.00%2026-06-302026-07-21

CAT CATERPILLAR INC4.0K shares-0.37%2026-06-302026-07-21

IWM ISHARES TR14.2K shares0.58%2026-06-302026-07-21

CL COLGATE PALMOLIVE CO45.8K shares-1.65%2026-06-302026-07-21

EMR EMERSON ELEC CO28.5K shares-2.96%2026-06-302026-07-21

Sponsored

ORACLE CORP ORACLE CORP27.5K shares-0.87%2026-06-302026-07-21

GNTX GENTEX CORP148.7K shares-3.39%2026-06-302026-07-21

HLT HILTON WORLDWIDE HLDGS INC11.2K shares-0.09%2026-06-302026-07-21

IJS ISHARES TR26.4K shares2.48%2026-06-302026-07-21

MKC MCCORMICK & CO INC62.1K shares-6.13%2026-06-302026-07-21

EEM ISHARES TR45.3K shares2.33%2026-06-302026-07-21

USB US BANCORP48.4K shares-1.42%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC5.8K shares0.00%2026-06-302026-07-21

Sponsored

GE GE AEROSPACE7.7K shares17.59%2026-06-302026-07-21

WAB WABTEC10.5K shares0.00%2026-06-302026-07-21

IR INGERSOLL RAND INC33.1K shares0.00%2026-06-302026-07-21

APD AIR PRODUCTS AND CHEMICALS I9.2K shares-2.23%2026-06-302026-07-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.8K shares-5.75%2026-06-302026-07-21

GEV GE VERNOVA INC2.1K shares25.97%2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC8.8K shares0.00%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC40.5K shares-11.81%2026-06-302026-07-21

Sponsored

CVS CVS HEALTH CORP21.2K shares0.00%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR40.7K shares-6.61%2026-06-302026-07-21

UNP UNION PAC CORP7.8K shares0.00%2026-06-302026-07-21

ABT ABBOTT LABORATORIES23.2K shares-0.64%2026-06-302026-07-21

LIN LINDE PLC4.0K shares-14.91%2026-06-302026-07-21

DE DEERE & CO3.2K shares0.00%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.7K shares-0.37%2026-06-302026-07-21

VGT VANGUARD WORLD FD16.9K shares749.32%2026-06-302026-07-21

Sponsored

COPX GLOBAL X FDS24.5K shares0.00%2026-06-302026-07-21

DIS DISNEY WALT CO19.1K shares28.94%2026-06-302026-07-21

VOO VANGUARD INDEX FDS2.6K shares-0.57%2026-06-302026-07-21

ABNB AIRBNB INC12.4K shares-11.69%2026-06-302026-07-21

ALLEGION PLC ALLEGION PLC12.5K shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION10.6K shares-4.95%2026-06-302026-07-21

DOV DOVER CORP7.3K shares-4.27%2026-06-302026-07-21

MAR MARRIOTT INTL INC NEW4.3K shares0.00%2026-06-302026-07-21

Sponsored

XLK SELECT SECTOR SPDR TR8.1K shares38.24%2026-06-302026-07-21

MCD MCDONALDS CORP5.6K shares-0.53%2026-06-302026-07-21

NKE NIKE INC36.0K shares0.27%2026-06-302026-07-21

VO VANGUARD INDEX FDS16.7K shares300.00%2026-06-302026-07-21

TSLA TESLA INC3.2K shares1.82%2026-06-302026-07-21

WASTE MGMT INC DEL WASTE MGMT INC DEL6.0K shares-2.21%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION17.9K shares0.00%2026-06-302026-07-21

WMT WALMART INC11.5K shares-3.12%2026-06-302026-07-21

Sponsored

META PLATFORMS INC META PLATFORMS INC2.3K shares34.46%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares81.94%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO3.6K shares-1.10%2026-06-302026-07-21

IWR ISHARES TR10.7K shares0.00%2026-06-302026-07-21

SITEONE LANDSCAPE SUPPLY INC SITEONE LANDSCAPE SUPPLY INC10.1K shares33.82%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F6.5K shares4.84%2026-06-302026-07-21

UPS UNITED PARCEL SVCS INC9.5K shares-6.70%2026-06-302026-07-21

BR BROADRIDGE FINL SOLUTIONS IN7.4K shares-49.81%2026-06-302026-07-21

Sponsored

IVW ISHARES TR7.4K shares4.40%2026-06-302026-07-21

IDEXX LABS INC IDEXX LABS INC1.9K shares0.00%2026-06-302026-07-21

ROP ROPER TECHNOLOGIES INC3.0K shares-44.66%2026-06-302026-07-21

DUK DUKE ENERGY CORP NEW7.9K shares0.00%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC5.5K shares0.00%2026-06-302026-07-21

LLY ELI LILLY & CO818 shares20.65%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC3.2K sharesnew addition2026-06-302026-07-21

IVE ISHARES TR4.0K shares7.47%2026-06-302026-07-21

Sponsored

ESGD ISHARES TR8.7K shares0.00%2026-06-302026-07-21

ESML ISHARES TR15.7K shares11.33%2026-06-302026-07-21

CRM SALESFORCE INC5.4K shares-17.24%2026-06-302026-07-21

ANET ARISTA NETWORKS INC4.9K shares62.12%2026-06-302026-07-21

3M CO 3M CO5.0K shares0.00%2026-06-302026-07-21

DOMINION ENERGY INC DOMINION ENERGY INC11.8K shares-2.23%2026-06-302026-07-21

IAU ISHARES GOLD TR10.7K shares0.00%2026-06-302026-07-21

VB VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-21

Sponsored

CEG CONSTELLATION ENERGY CORP3.2K shares34.98%2026-06-302026-07-21

COMP COMPASS INC63.6K shares96.90%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO2.3K shares-1.36%2026-06-302026-07-21

KMX CARMAX INC14.3K shares-8.02%2026-06-302026-07-21

AMGN AMGEN INC2.1K shares0.00%2026-06-302026-07-21

BTC GRAYSCALE BITCOIN MINI TR ET27.8K shares-3.48%2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC4.0K shares2122.22%2026-06-302026-07-21

FDX FEDEX CORP2.2K shares0.00%2026-06-302026-07-21

Sponsored

EFG ISHARES TR5.5K shares0.00%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC1.2K shares-6.87%2026-06-302026-07-21

NTR NUTRIEN LTD10.3K shares-1.43%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC625 shares0.00%2026-06-302026-07-21

ARCH CAP GROUP LTD ARCH CAP GROUP LTD6.2K shares-4.65%2026-06-302026-07-21

SMH VANECK ETF TRUST893 shares-30.94%2026-06-302026-07-21

BC BRUNSWICK CORP6.9K shares-18.25%2026-06-302026-07-21

VST VISTRA CORP3.5K shares0.00%2026-06-302026-07-21

Sponsored

INTU INTUIT2.1K shares-87.56%2026-06-302026-07-21

OTIS OTIS WORLDWIDE CORP7.5K shares0.00%2026-06-302026-07-21

GLD SPDR GOLD TR1.4K shares14.40%2026-06-302026-07-21

ALH ALLIANCE LAUNDRY HLDGS INC19.6K sharesnew addition2026-06-302026-07-21

MGK VANGUARD WORLD FD5.8K shares400.00%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC4.3K shares0.00%2026-06-302026-07-21

SHEL SHELL PLC6.5K shares0.00%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.2K shares15.07%2026-06-302026-07-21

Sponsored

NSC NORFOLK SOUTHN CORP1.5K shares0.00%2026-06-302026-07-21

PFE PFIZER INC20.0K shares-6.99%2026-06-302026-07-21

DSI ISHARES TR3.3K shares0.00%2026-06-302026-07-21

QCOM QUALCOMM INC2.5K shares0.00%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC10.5K shares0.00%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS2.7K shares0.00%2026-06-302026-07-21

ISHARES TR ISHARES TR4.4K shares-21.59%2026-06-302026-07-21

WFC WELLS FARGO & CO5.1K shares0.00%2026-06-302026-07-21

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC4.8K shares0.00%2026-06-302026-07-21

PPG PPG INDS INC3.3K shares0.00%2026-06-302026-07-21

MO ALTRIA GROUP INC5.4K shares0.00%2026-06-302026-07-21

MS MORGAN STANLEY1.8K shares-5.34%2026-06-302026-07-21

IBIT ISHARES BITCOIN TRUST ETF11.0K shares0.00%2026-06-302026-07-21

LEN LENNAR CORP4.0K sharesnew addition2026-06-302026-07-21

CAVA CAVA GROUP INC4.4K shares0.00%2026-06-302026-07-21

ADOBE INC ADOBE INC1.7K shares-3.47%2026-06-302026-07-21

Sponsored

BDX BECTON DICKINSON & CO2.2K shares0.00%2026-06-302026-07-21

MBLY MOBILEYE GLOBAL INC34.6K shares-11.51%2026-06-302026-07-21

MDY STATE STR SPDR S&P MIDCAP 40475 shares0.00%2026-06-302026-07-21

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.00%2026-06-302026-07-21

WAT WATERS CORP875 shares0.00%2026-06-302026-07-21

AVY AVERY DENNISON CORP2.0K shares-2.93%2026-06-302026-07-21

CSX CSX CORP6.7K shares0.00%2026-06-302026-07-21

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-06-302026-07-21

Sponsored

IWO ISHARES TR800 shares0.00%2026-06-302026-07-21

MSA MSA SAFETY INC1.8K shares0.00%2026-06-302026-07-21

RSPE INVESCO EXCH TRADED FD TR II9.3K shares0.00%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC3.1K sharesnew addition2026-06-302026-07-21

DLN WISDOMTREE TR3.2K shares0.00%2026-06-302026-07-21

DATADOG INC DATADOG INC1.1K sharesnew addition2026-06-302026-07-21

WTRG ESSENTIAL UTILS INC7.5K shares0.00%2026-06-302026-07-21

MCO MOODYS CORP620 shares0.00%2026-06-302026-07-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS758 shares0.00%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC654 sharesnew addition2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR8.5K shares0.00%2026-06-302026-07-21

MLPX GLOBAL X FDS3.7K shares0.00%2026-06-302026-07-21

IWV ISHARES TR630 shares0.00%2026-06-302026-07-21

HUBB HUBBELL INC504 shares0.00%2026-06-302026-07-21

WELL WELLTOWER INC1.2K shares0.00%2026-06-302026-07-21

DASH DOORDASH INC1.4K sharesnew addition2026-06-302026-07-21

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C5.5K sharesnew addition2026-06-302026-07-21

KLAC KLA CORP810 sharesnew addition2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP2.6K sharesnew addition2026-06-302026-07-21

QQQ INVESCO QQQ TR326 sharesnew addition2026-06-302026-07-21

TXN TEXAS INSTRS INC800 sharesnew addition2026-06-302026-07-21

ACWX ISHARES TR3.0K shares0.00%2026-06-302026-07-21

GMF SPDR INDEX SHS FDS1.5K sharesnew addition2026-06-302026-07-21

SYY SYSCO CORP2.7K shares-5.23%2026-06-302026-07-21

Sponsored

ROST ROSS STORES INC1.0K shares-3.68%2026-06-302026-07-21

SCCO SOUTHERN COPPER CORP1.3K sharesnew addition2026-06-302026-07-21

CLOUDFLARE INC CLOUDFLARE INC885 sharesnew addition2026-06-302026-07-21

UL UNILEVER PLC3.6K shares0.00%2026-06-302026-07-21

AKRE PROFESIONALLY MANAGED PORTFO4.0K shares0.00%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC279 sharesnew addition2026-06-302026-07-21

IGV ISHARES TR2.3K sharesnew addition2026-06-302026-07-21

CACI CACI INTL INC450 shares0.00%2026-06-302026-07-21

Sponsored

C CITIGROUP INC1.4K sharesnew addition2026-06-302026-07-21

PBR PETROLEO BRASILEIRO S A10.0K sharesnew addition2026-06-302026-07-21

SERA SERA PROGNOSTICS INC27.3K shares0.00%2026-06-302026-07-21

AMZN

AMAZON COM INC

-0.43%

Shares546.7K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

3.12%

Shares719.9K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-3.18%

Shares314.7K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.19%

Shares212.6K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

1.54%

Shares367.1K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

1.05%

Shares283.6K

Event2026-06-30

Filed2026-07-21

ROK

ROCKWELL AUTOMATION INC

-1.42%

Shares186.1K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

-1.18%

Shares572.2K

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

3.53%

Shares41.1K

Event2026-06-30

Filed2026-07-21

ECL

ECOLAB INC

1.04%

Shares292.6K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

3.62%

Shares289.5K

Event2026-06-30

Filed2026-07-21

WTS

WATTS WATER TECHNOLOGIES INC

2.57%

Shares194.2K

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC

-2.05%

Shares147.7K

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC

-4.05%

Shares410.2K

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

-0.65%

Shares735.4K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-2.24%

Shares177.0K

Event2026-06-30

Filed2026-07-21

WST

WEST PHARMACEUTICAL SVSC INC

-0.91%

Shares159.7K

Event2026-06-30

Filed2026-07-21

LECO

LINCOLN ELEC HLDGS INC

1.29%

Shares202.7K

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

-1.70%

Shares112.9K

Event2026-06-30

Filed2026-07-21

KROGER CO

0.48%

Shares796.4K

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

-3.17%

Shares102.5K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-0.51%

Shares34.9K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

-3.99%

Shares126.6K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

1.42%

Shares213.8K

Event2026-06-30

Filed2026-07-21

CLX

CLOROX CO DEL

9.18%

Shares324.9K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-1.18%

Shares94.4K

Event2026-06-30

Filed2026-07-21

FISERV INC

17.80%

Shares623.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-0.12%

Shares40.8K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

0.15%

Shares57.5K

Event2026-06-30

Filed2026-07-21

GWW

WW GRAINGER INC

-1.51%

Shares21.0K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

5.81%

Shares136.1K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

-0.30%

Shares184.9K

Event2026-06-30

Filed2026-07-21

ALC

ALCON AG

-22.83%

Shares319.6K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

35.82%

Shares225.3K

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

0.00%

Shares37.5K

Event2026-06-30

Filed2026-07-21

CSL

CARLISLE COS INC

1.03%

Shares49.5K

Event2026-06-30

Filed2026-07-21

BBJP

J P MORGAN EXCHANGE TRADED F

28.68%

Shares200.3K

Event2026-06-30

Filed2026-07-21

LABCORP HOLDINGS INC

-16.31%

Shares51.1K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

2.30%

Shares90.5K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-0.94%

Shares88.0K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

-2.45%

Shares178.4K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

-0.12%

Shares24.9K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

1.93%

Shares121.1K

Event2026-06-30

Filed2026-07-21

CHEWY INC

-33.50%

Shares475.0K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

2.06%

Shares82.7K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

2.25%

Shares133.3K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

8.35%

Shares110.3K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-6.10%

Shares107.0K

Event2026-06-30

Filed2026-07-21

BXP

BXP INC

-3.33%

Shares110.9K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

-2.08%

Shares34.5K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.00%

Shares90.2K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

1345.72%

Shares37.0K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

-0.06%

Shares36.9K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

-0.31%

Shares25.5K

Event2026-06-30

Filed2026-07-21

VISA INC

21.28%

Shares17.5K

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares26.3K

Event2026-06-30

Filed2026-07-21

HAYW

HAYWARD HLDGS INC

-6.17%

Shares304.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-0.14%

Shares13.9K

Event2026-06-30

Filed2026-07-21

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares102.8K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

0.00%

Shares31.8K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-0.37%

Shares4.0K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

0.58%

Shares14.2K

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

-1.65%

Shares45.8K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

-2.96%

Shares28.5K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-0.87%

Shares27.5K

Event2026-06-30

Filed2026-07-21

GNTX

GENTEX CORP

-3.39%

Shares148.7K

Event2026-06-30

Filed2026-07-21

HLT

HILTON WORLDWIDE HLDGS INC

-0.09%

Shares11.2K

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

2.48%

Shares26.4K

Event2026-06-30

Filed2026-07-21

MKC

MCCORMICK & CO INC

-6.13%

Shares62.1K

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

2.33%

Shares45.3K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

-1.42%

Shares48.4K

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

17.59%

Shares7.7K

Event2026-06-30

Filed2026-07-21

WAB

WABTEC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-21

INGERSOLL RAND INC

0.00%

Shares33.1K

Event2026-06-30

Filed2026-07-21

APD

AIR PRODUCTS AND CHEMICALS I

-2.23%

Shares9.2K

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

-5.75%

Shares20.8K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

25.97%

Shares2.1K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

-11.81%

Shares40.5K

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

0.00%

Shares21.2K

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

-6.61%

Shares40.7K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

-0.64%

Shares23.2K

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

-14.91%

Shares4.0K

Event2026-06-30

Filed2026-07-21

DEERE & CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

-0.37%

Shares2.7K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

749.32%

Shares16.9K

Event2026-06-30

Filed2026-07-21

COPX

GLOBAL X FDS

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

28.94%

Shares19.1K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-0.57%

Shares2.6K

Event2026-06-30

Filed2026-07-21

ABNB

AIRBNB INC

-11.69%

Shares12.4K

Event2026-06-30

Filed2026-07-21

ALLEGION PLC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-4.95%

Shares10.6K

Event2026-06-30

Filed2026-07-21

DOV

DOVER CORP

-4.27%

Shares7.3K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

38.24%

Shares8.1K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

-0.53%

Shares5.6K

Event2026-06-30

Filed2026-07-21

NKE

NIKE INC

0.27%

Shares36.0K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

300.00%

Shares16.7K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

1.82%

Shares3.2K

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

-2.21%

Shares6.0K

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-3.12%

Shares11.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

34.46%

Shares2.3K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

81.94%

Shares2.7K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-1.10%

Shares3.6K

Event2026-06-30

Filed2026-07-21

IWR

ISHARES TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-21

SITEONE LANDSCAPE SUPPLY INC

33.82%

Shares10.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

4.84%

Shares6.5K

Event2026-06-30

Filed2026-07-21

UPS

UNITED PARCEL SVCS INC

-6.70%

Shares9.5K

Event2026-06-30

Filed2026-07-21

BROADRIDGE FINL SOLUTIONS IN

-49.81%

Shares7.4K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

4.40%

Shares7.4K

Event2026-06-30

Filed2026-07-21

IDEXX LABS INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-21

ROP

ROPER TECHNOLOGIES INC

-44.66%

Shares3.0K

Event2026-06-30

Filed2026-07-21

DUK

DUKE ENERGY CORP NEW

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

20.65%

Shares818

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares3.2K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

7.47%

Shares4.0K

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-21

ESML

ISHARES TR

11.33%

Shares15.7K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

-17.24%

Shares5.4K

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

62.12%

Shares4.9K

Event2026-06-30

Filed2026-07-21

3M CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-21

DOMINION ENERGY INC

-2.23%

Shares11.8K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

CEG

CONSTELLATION ENERGY CORP

34.98%

Shares3.2K

Event2026-06-30

Filed2026-07-21

COMP

COMPASS INC

96.90%

Shares63.6K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

-1.36%

Shares2.3K

Event2026-06-30

Filed2026-07-21

KMX

CARMAX INC

-8.02%

Shares14.3K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-21

BTC

GRAYSCALE BITCOIN MINI TR ET

-3.48%

Shares27.8K

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

2122.22%

Shares4.0K

Event2026-06-30

Filed2026-07-21

FDX

FEDEX CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-6.87%

Shares1.2K

Event2026-06-30

Filed2026-07-21

NTR

NUTRIEN LTD

-1.43%

Shares10.3K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

0.00%

Shares625

Event2026-06-30

Filed2026-07-21

ARCH CAP GROUP LTD

-4.65%

Shares6.2K

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

-30.94%

Shares893

Event2026-06-30

Filed2026-07-21

BRUNSWICK CORP

-18.25%

Shares6.9K

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

INTU

INTUIT

-87.56%

Shares2.1K

Event2026-06-30

Filed2026-07-21

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

14.40%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ALH

ALLIANCE LAUNDRY HLDGS INC

New

Shares19.6K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

400.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

15.07%

Shares4.2K

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

-6.99%

Shares20.0K

Event2026-06-30

Filed2026-07-21

DSI

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-21.59%

Shares4.4K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-21

PPG

PPG INDS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

-5.34%

Shares1.8K

Event2026-06-30

Filed2026-07-21

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-21

LEN

LENNAR CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-21

CAVA

CAVA GROUP INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-21

ADOBE INC

-3.47%

Shares1.7K

Event2026-06-30

Filed2026-07-21

BDX

BECTON DICKINSON & CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-21

MBLY

MOBILEYE GLOBAL INC

-11.51%

Shares34.6K

Event2026-06-30

Filed2026-07-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares475

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-21

WAT

WATERS CORP

0.00%

Shares875

Event2026-06-30

Filed2026-07-21

AVY

AVERY DENNISON CORP

-2.93%

Shares2.0K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

IWO

ISHARES TR

0.00%

Shares800

Event2026-06-30

Filed2026-07-21

MSA

MSA SAFETY INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

RSPE

INVESCO EXCH TRADED FD TR II

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-21

DLN

WISDOMTREE TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

DATADOG INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

WTRG

ESSENTIAL UTILS INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP

0.00%

Shares620

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares758

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

New

Shares654

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-21

MLPX

GLOBAL X FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IWV

ISHARES TR

0.00%

Shares630

Event2026-06-30

Filed2026-07-21

HUBB

HUBBELL INC

0.00%

Shares504

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DASH

DOORDASH INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares5.5K

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares810

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

New

Shares326

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

New

Shares800

Event2026-06-30

Filed2026-07-21

ACWX

ISHARES TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

GMF

SPDR INDEX SHS FDS

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

SYY

SYSCO CORP

-5.23%

Shares2.7K

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

-3.68%

Shares1.0K

Event2026-06-30

Filed2026-07-21

SCCO

SOUTHERN COPPER CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

CLOUDFLARE INC

New

Shares885

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-21

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

New

Shares279

Event2026-06-30

Filed2026-07-21

IGV

ISHARES TR

New

Shares2.3K

Event2026-06-30

Filed2026-07-21

CACI

CACI INTL INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-21

PBR

PETROLEO BRASILEIRO S A

New

Shares10.0K

Event2026-06-30

Filed2026-07-21

SERA

SERA PROGNOSTICS INC

0.00%

Shares27.3K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available