Birch Hill Investment Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1424177
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.5B
Holdings
211
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Birch Hill Investment Advisors LLC disclosed 211 positions worth $2.5B in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 5.3% of the equity portfolio, followed by $APH and $GOOG. During the quarter the fund opened 19 new positions and exited 3 — including a new stake in $MRVL and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from Birch Hill Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1424177.
AI Fund Analysis
Concentrating
$AMZN5.3% weight
Held 10 quarters
$APH5.1% weight
Held 10 quarters
$GOOG4.5% weight
Held 10 quarters
$BRK-A4.3% weight
Held 10 quarters
$AAPL4.3% weight
Held 10 quarters
ISHARES TR - MSCI EAFE ETF
9 quarters accumulating
$NVDA7 quarters accumulating
VANGUARD TAX-MANAGED FDS -
6 quarters accumulating
$SITE6 quarters accumulating
$ASML4 quarters accumulating
Sector Allocation
TechnologyIndustrialsFinancialsConsumer DiscretionaryHealthcareOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 68.7#301
Quality
$130.3M546,745 sh - 79.3#41
Quality
$126.9M719,908 sh - 78.2#57
Quality
$112.5M314,665 sh - 73.8
Quality
$106.4M212,583 sh - 76.4
Quality
$106.2M367,068 sh - 79.8
Quality
$105.8M283,554 sh - 63.6
Quality
$92.1M186,053 sh - 68.7
Quality
$86.7M572,190 sh - —
Quality
$81.8M41,120 sh - 63.3
Quality
$81.5M292,638 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMAZON COM INC$AMZN | 68.7#301 | $130.3M | 546,745 |
| AMPHENOL CORP /DE/$APH | 79.3#41 | $126.9M | 719,908 |
| Alphabet Inc.$GOOG | 78.2#57 | $112.5M | 314,665 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $106.4M | 212,583 |
| Apple Inc.$AAPL | 76.4 | $106.2M | 367,068 |
 MICROSOFT CORP$MSFT | 79.8 | $105.8M | 283,554 |
 ROCKWELL AUTOMATION, INC$ROK | 63.6 | $92.1M | 186,053 |
 TJX COMPANIES INC /DE/$TJX | 68.7 | $86.7M | 572,190 |
| ASML HOLDING NV$ASML | — | $81.8M | 41,120 |
 ECOLAB INC.$ECL | 63.3 | $81.5M | 292,638 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Birch Hill Investment Advisors LLC's 211 positions.
Showing top 10 of 211 holdings.
Sector Allocation
Technology
$762.8M
Industrials
$371.2M
Financials
$314.2M
Consumer Discretionary
$305.4M
Healthcare
$292.9M
Other
$147.1M
Materials
$137.1M
Consumer Staples
$100.9M
Full Holdings — Birch Hill Investment Advisors LLC (Q2 2026)
All 211 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $130.3M | 5.3% | -0% | 68.7 |
| 2 | $APH | AMPHENOL CORP /DE/ | $126.9M | 5.1% | +3% | 79.3 |
| 3 | $GOOG | Alphabet Inc. | $112.5M | 4.5% | -3% | 78.2 |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $106.4M | 4.3% | -0% | 73.8 |
| 5 | $AAPL | Apple Inc. | $106.2M | 4.3% | +2% | 76.4 |
| 6 | $MSFT | MICROSOFT CORP | $105.8M | 4.3% | +1% | 79.8 |
| 7 | $ROK | ROCKWELL AUTOMATION, INC | $92.1M | 3.7% | -1% | 63.6 |
| 8 | $TJX | TJX COMPANIES INC /DE/ | $86.7M | 3.5% | -1% | 68.7 |
| 9 | $ASML | ASML HOLDING NV | $81.8M | 3.3% | +4% | — |
| 10 | $ECL | ECOLAB INC. | $81.5M | 3.3% | +1% | 63.3 |
| 11 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $81.4M | 3.3% | +4% | 70 |
| 12 |  $WTS | WATTS WATER TECHNOLOGIES INC | $76.0M | 3.1% | +3% | 64.5 |
| 13 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $73.4M | 3.0% | -2% | 75.4 |
| 14 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $68.4M | 2.8% | -4% | 66.2 |
| 15 |  $EW | Edwards Lifesciences Corp | $66.5M | 2.7% | -1% | 69.4 |
| 16 |  $GOOGL | Alphabet Inc. | $62.5M | 2.5% | -2% | 78.2 |
| 17 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $57.3M | 2.3% | -1% | 64.4 |
| 18 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $53.8M | 2.2% | +1% | 60.1 |
| 19 |  $ADI | ANALOG DEVICES INC | $44.8M | 1.8% | -2% | 79.2 |
| 20 |  $KR | KROGER CO | $44.2M | 1.8% | +0% | 52.6 |
| 21 |  $SPGI | S&P Global Inc. | $41.7M | 1.7% | -3% | 76.1 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $32.6M | 1.3% | -1% | 66.2 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $32.2M | 1.3% | -4% | 69 |
| 24 | — | ISHARES TR - CORE S&P SCP ETF | $31.7M | 1.3% | +1% | — |
| 25 |  $CLX | CLOROX CO /DE/ | $31.0M | 1.3% | +9% | 54.1 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $30.9M | 1.3% | -1% | 70.7 |
| 27 |  $FISV | FISERV INC | $30.6M | 1.2% | +18% | 60.7 |
| 28 | — | ISHARES TR - CORE S&P500 ETF | $30.5M | 1.2% | -0% | — |
| 29 |  $MA | Mastercard Inc | $29.5M | 1.2% | +0% | 85.1 |
| 30 |  $GWW | W.W. GRAINGER, INC. | $28.5M | 1.2% | -2% | 61.8 |
| 31 | $NVDA | NVIDIA CORP | $27.2M | 1.1% | +6% | 85.9 |
| 32 |  $PEP | PEPSICO INC | $25.0M | 1.0% | -0% | 63.4 |
| 33 |  $ALC | ALCON INC | $21.4M | 0.9% | -23% | 54.9 |
| 34 |  $NEE | NEXTERA ENERGY INC | $19.8M | 0.8% | +36% | 64.6 |
| 35 |  $TT | Trane Technologies plc | $18.4M | 0.8% | +0% | — |
| 36 |  $CSL | CARLISLE COMPANIES INC | $18.0M | 0.7% | +1% | 59.4 |
| 37 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | $15.1M | 0.6% | +29% | — |
| 38 |  $LH | LABCORP HOLDINGS INC. | $14.3M | 0.6% | -16% | 65 |
| 39 |  $PG | PROCTER & GAMBLE Co | $13.3M | 0.5% | +2% | 64.6 |
| 40 |  $MRK | Merck & Co., Inc. | $11.3M | 0.5% | -1% | 59.9 |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $10.2M | 0.4% | -2% | 67.6 |
| 42 |  $AVGO | Broadcom Inc. | $9.4M | 0.4% | -0% | 84.5 |
| 43 | — | ISHARES TR - CORE S&P MCP ETF | $9.3M | 0.4% | +2% | — |
| 44 |  $CHWY | Chewy, Inc. | $9.3M | 0.4% | -34% | 56.3 |
| 45 | — | ISHARES TR - MSCI EAFE ETF | $8.6M | 0.3% | +2% | — |
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $8.0M | 0.3% | +2% | — |
| 47 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $7.9M | 0.3% | +8% | — |
| 48 |  $UBER | Uber Technologies, Inc | $7.7M | 0.3% | -6% | 73.5 |
| 49 |  $BXP | BXP, Inc. | $7.4M | 0.3% | -3% | 59.2 |
| 50 |  $IVZ | Invesco Ltd. | $7.3M | 0.3% | -2% | — |
| 51 |  $KO | COCA COLA CO | $7.3M | 0.3% | +0% | 69.5 |
| 52 |  $DHR | DANAHER CORP /DE/ | $7.0M | 0.3% | +1346% | 64.8 |
| 53 |  $RTX | RTX Corp | $7.0M | 0.3% | -0% | 73.2 |
| 54 |  $ABBV | AbbVie Inc. | $6.4M | 0.3% | -0% | 72.6 |
| 55 |  $V | VISA INC. | $6.0M | 0.2% | +21% | 82.9 |
| 56 |  $ADP | AUTOMATIC DATA PROCESSING INC | $5.9M | 0.2% | +0% | 69.8 |
| 57 |  $HAYW | Hayward Holdings, Inc. | $5.3M | 0.2% | -6% | 55.8 |
| 58 |  $HD | HOME DEPOT, INC. | $4.9M | 0.2% | -0% | 60.3 |
| 59 |  $GBTC | Grayscale Bitcoin Trust ETF | $4.7M | 0.2% | +0% | — |
| 60 |  $INTC | INTEL CORP | $4.4M | 0.2% | +0% | 45.6 |
| 61 |  $CAT | CATERPILLAR INC | $4.3M | 0.2% | -0% | 66.5 |
| 62 | — | ISHARES TR - RUSSELL 2000 ETF | $4.3M | 0.2% | +1% | — |
| 63 |  $CL | COLGATE PALMOLIVE CO | $4.2M | 0.2% | -2% | 61.3 |
| 64 |  $EMR | EMERSON ELECTRIC CO | $4.1M | 0.2% | -3% | 65.3 |
| 65 |  $ORCL | ORACLE CORP | $4.0M | 0.2% | -1% | 66.2 |
| 66 |  $GNTX | GENTEX CORP | $3.8M | 0.1% | -3% | 64.7 |
| 67 |  $HLT | Hilton Worldwide Holdings Inc. | $3.7M | 0.1% | -0% | 63.3 |
| 68 | — | ISHARES TR - SP SMCP600VL ETF | $3.6M | 0.1% | +2% | — |
| 69 |  $MKC | MCCORMICK & CO INC | $3.1M | 0.1% | -6% | 67.6 |
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | $3.1M | 0.1% | +2% | — |
| 71 |  $USB | US BANCORP \DE\ | $2.9M | 0.1% | -1% | 65.3 |
| 72 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.9M | 0.1% | +0% | 65.1 |
| 73 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.1% | +18% | 73.8 |
| 74 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2.8M | 0.1% | +0% | 66.3 |
| 75 |  $IR | Ingersoll Rand Inc. | $2.7M | 0.1% | +0% | 64.4 |
| 76 |  $APD | Air Products & Chemicals, Inc. | $2.7M | 0.1% | -2% | 46.4 |
| 77 |  $ACN | Accenture plc | $2.6M | 0.1% | -6% | — |
| 78 |  $GEV | GE Vernova Inc. | $2.5M | 0.1% | +26% | 81.1 |
| 79 |  $ITW | ILLINOIS TOOL WORKS INC | $2.4M | 0.1% | +0% | 63.6 |
| 80 |  $MDLZ | Mondelez International, Inc. | $2.3M | 0.1% | -12% | 56.4 |
| 81 |  $CVS | CVS HEALTH Corp | $2.2M | 0.1% | +0% | 59.4 |
| 82 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.2M | 0.1% | -7% | — |
| 83 |  $UNP | UNION PACIFIC CORP | $2.1M | 0.1% | +0% | 69.7 |
| 84 |  $ABT | ABBOTT LABORATORIES | $2.1M | 0.1% | -1% | 65.5 |
| 85 |  $LIN | LINDE PLC | $2.1M | 0.1% | -15% | — |
| 86 |  $DE | DEERE & CO | $2.0M | 0.1% | +0% | 55.4 |
| 87 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.1% | -0% | — |
| 88 | — | VANGUARD WORLD FD - INF TECH ETF | $2.0M | 0.1% | +749% | — |
| 89 | — | GLOBAL X FDS - GLOBAL X COPPER | $1.9M | 0.1% | +0% | — |
| 90 |  $DIS | Walt Disney Co | $1.8M | 0.1% | +29% | 60.1 |
| 91 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.8M | 0.1% | -1% | — |
| 92 |  $ABNB | Airbnb, Inc. | $1.8M | 0.1% | -12% | 71 |
| 93 |  $ALLE | Allegion plc | $1.8M | 0.1% | +0% | — |
| 94 |  $CVX | CHEVRON CORP | $1.8M | 0.1% | -5% | 62.8 |
| 95 |  $DOV | DOVER Corp | $1.6M | 0.1% | -4% | 58.1 |
| 96 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.6M | 0.1% | +0% | 61.7 |
| 97 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.5M | 0.1% | +38% | — |
| 98 |  $MCD | MCDONALDS CORP | $1.5M | 0.1% | -1% | 69 |
| 99 |  $NKE | NIKE, Inc. | $1.5M | 0.1% | +0% | 49.3 |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.3M | 0.1% | +300% | — |
| 101 |  $TSLA | Tesla, Inc. | $1.3M | 0.1% | +2% | 53.9 |
| 102 |  $WM | WASTE MANAGEMENT INC | $1.3M | 0.1% | -2% | 67.6 |
| 103 |  $CARR | CARRIER GLOBAL Corp | $1.3M | 0.1% | +0% | 56.6 |
| 104 |  $WMT | Walmart Inc. | $1.3M | 0.1% | -3% | 60.2 |
| 105 |  $META | Meta Platforms, Inc. | $1.3M | 0.1% | +34% | 79.6 |
| 106 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.1% | +82% | — |
| 107 |  $VRT | Vertiv Holdings Co | $1.2M | 0.1% | -1% | 81 |
| 108 | — | ISHARES TR - RUS MID CAP ETF | $1.2M | 0.1% | +0% | — |
| 109 | $SITE | SiteOne Landscape Supply, Inc. | $1.2M | 0.1% | +34% | 52.1 |
| 110 | $DOV | DOVER Corp | $1.0M | 0.0% | +5% | 58.1 |
| 111 |  $UPS | UNITED PARCEL SERVICE INC | $1.0M | 0.0% | -7% | 58.6 |
| 112 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1.0M | 0.0% | -50% | 66.5 |
| 113 | — | ISHARES TR - S&P 500 GRWT ETF | $1.0M | 0.0% | +4% | — |
| 114 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.0M | 0.0% | +0% | 73.8 |
| 115 |  $ROP | ROPER TECHNOLOGIES INC | $1.0M | 0.0% | -45% | 71.9 |
| 116 |  $DUK | Duke Energy CORP | $998,463 | 0.0% | +0% | 56.4 |
| 117 |  $PM | Philip Morris International Inc. | $989,759 | 0.0% | +0% | 75.9 |
| 118 |  $LLY | ELI LILLY & Co | $981,134 | 0.0% | +21% | 87.5 |
| 119 |  $MRVL | Marvell Technology, Inc. | $955,631 | 0.0% | NEW | 76.5 |
| 120 | — | ISHARES TR - S&P 500 VAL ETF | $914,598 | 0.0% | +7% | — |
| 121 | — | ISHARES TR - ESG AW MSCI EAFE | $892,699 | 0.0% | +0% | — |
| 122 | — | ISHARES TR - ESG AWARE MSCI | $879,331 | 0.0% | +11% | — |
| 123 |  $CRM | Salesforce, Inc. | $842,047 | 0.0% | -17% | 77 |
| 124 |  $ANET | Arista Networks, Inc. | $834,707 | 0.0% | +62% | 81.9 |
| 125 |  $MMM | 3M CO | $814,893 | 0.0% | +0% | 64.9 |
| 126 |  $D | DOMINION ENERGY, INC | $806,983 | 0.0% | -2% | 69.9 |
| 127 |  $IAU | ISHARES GOLD TRUST | $804,333 | 0.0% | +0% | — |
| 128 | — | VANGUARD INDEX FDS - SMALL CP ETF | $799,024 | 0.0% | +0% | — |
| 129 |  $CEG | Constellation Energy Corp | $785,843 | 0.0% | +35% | 59.4 |
| 130 |  $COMP | Compass, Inc. | $784,188 | 0.0% | +97% | 61.2 |
| 131 |  $AXP | AMERICAN EXPRESS CO | $761,062 | 0.0% | -1% | 69.4 |
| 132 |  $KMX | CARMAX INC | $755,534 | 0.0% | -8% | 50 |
| 133 |  $AMGN | AMGEN INC | $745,967 | 0.0% | +0% | 79.2 |
| 134 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $720,398 | 0.0% | -3% | — |
| 135 |  $BKNG | Booking Holdings Inc. | $712,960 | 0.0% | +2122% | 58.5 |
| 136 |  $FDX | FEDEX CORP | $694,202 | 0.0% | +0% | 60.3 |
| 137 | — | ISHARES TR - EAFE GRWTH ETF | $678,089 | 0.0% | +0% | — |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $669,208 | 0.0% | -7% | 79.8 |
| 139 |  $NTR | Nutrien Ltd. | $651,532 | 0.0% | -1% | — |
| 140 |  $GS | GOLDMAN SACHS GROUP INC | $632,106 | 0.0% | +0% | 73.5 |
| 141 |  $ACGL | ARCH CAPITAL GROUP LTD. | $596,919 | 0.0% | -5% | — |
| 142 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $585,979 | 0.0% | -31% | — |
| 143 |  $BC | BRUNSWICK CORP | $585,047 | 0.0% | -18% | 45.7 |
| 144 |  $VST | Vistra Corp. | $561,550 | 0.0% | +0% | 71.9 |
| 145 |  $INTU | INTUIT INC. | $552,025 | 0.0% | -88% | 79.3 |
| 146 |  $OTIS | Otis Worldwide Corp | $539,649 | 0.0% | +0% | 61.3 |
| 147 |  $GLD | SPDR GOLD TRUST | $526,783 | 0.0% | +14% | — |
| 148 |  $ALH | Alliance Laundry Holdings Inc. | $520,057 | 0.0% | NEW | 60 |
| 149 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $505,922 | 0.0% | +400% | — |
| 150 |  $CSCO | CISCO SYSTEMS, INC. | $504,021 | 0.0% | +0% | 70.3 |
| 151 |  $SHEL | Shell plc | $504,010 | 0.0% | +0% | — |
| 152 |  $PLTR | Palantir Technologies Inc. | $490,014 | 0.0% | +15% | 84.6 |
| 153 |  $NSC | NORFOLK SOUTHERN CORP | $483,525 | 0.0% | +0% | 63.2 |
| 154 |  $PFE | PFIZER INC | $480,516 | 0.0% | -7% | 62 |
| 155 | — | ISHARES TR - ESG MSCI KLD ETF | $469,745 | 0.0% | +0% | — |
| 156 |  $QCOM | QUALCOMM INC/DE | $466,040 | 0.0% | +0% | 70.5 |
| 157 |  $VZ | VERIZON COMMUNICATIONS INC | $445,071 | 0.0% | +0% | 65.8 |
| 158 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $429,842 | 0.0% | +0% | — |
| 159 | — | ISHARES TR - CORE MSCI EAFE | $421,861 | 0.0% | -22% | — |
| 160 |  $WFC | WELLS FARGO & COMPANY/MN | $419,729 | 0.0% | +0% | 61.8 |
| 161 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $412,543 | 0.0% | +0% | 65.7 |
| 162 |  $PPG | PPG INDUSTRIES INC | $402,076 | 0.0% | +0% | 59.1 |
| 163 |  $MO | ALTRIA GROUP, INC. | $388,530 | 0.0% | +0% | 67.4 |
| 164 |  $MS | MORGAN STANLEY | $370,210 | 0.0% | -5% | 75.8 |
| 165 |  $IBIT | iShares Bitcoin Trust ETF | $366,190 | 0.0% | +0% | — |
| 166 |  $LEN | LENNAR CORP /NEW/ | $361,960 | 0.0% | NEW | 47.2 |
| 167 |  $CAVA | CAVA GROUP, INC. | $343,899 | 0.0% | +0% | 57.1 |
| 168 |  $ADBE | ADOBE INC. | $341,768 | 0.0% | -3% | 77.6 |
| 169 |  $BDX | BECTON DICKINSON & CO | $335,196 | 0.0% | +0% | 59 |
| 170 |  $MBLY | Mobileye Global Inc. | $334,928 | 0.0% | -12% | 33.8 |
| 171 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $334,086 | 0.0% | +0% | — |
| 172 |  $BMY | BRISTOL MYERS SQUIBB CO | $333,159 | 0.0% | +0% | 70.4 |
| 173 |  $WAT | WATERS CORP /DE/ | $328,160 | 0.0% | +0% | 60.4 |
| 174 |  $AVY | Avery Dennison Corp | $327,947 | 0.0% | -3% | 63.2 |
| 175 |  $CSX | CSX CORP | $318,451 | 0.0% | +0% | 65.2 |
| 176 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $318,017 | 0.0% | +0% | — |
| 177 | — | ISHARES TR - RUS 2000 GRW ETF | $315,168 | 0.0% | +0% | — |
| 178 |  $MSA | MSA Safety Inc | $314,244 | 0.0% | +0% | 63.4 |
| 179 | — | INVESCO EXCH TRADED FD TR II - ESG S&P 500 EQL | $314,007 | 0.0% | +0% | — |
| 180 |  $NOW | ServiceNow, Inc. | $310,250 | 0.0% | NEW | 72.9 |
| 181 |  $WT | WisdomTree, Inc. | $308,224 | 0.0% | +0% | 59.9 |
| 182 |  $DDOG | Datadog, Inc. | $294,728 | 0.0% | NEW | 71.4 |
| 183 |  $WTRG | Essential Utilities, Inc. | $286,712 | 0.0% | +0% | 68.1 |
| 184 |  $MCO | MOODYS CORP /DE/ | $280,810 | 0.0% | +0% | 79.1 |
| 185 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $280,490 | 0.0% | +0% | — |
| 186 |  $UNH | UNITEDHEALTH GROUP INC | $271,822 | 0.0% | NEW | 62.7 |
| 187 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $269,535 | 0.0% | +0% | — |
| 188 | — | GLOBAL X FDS - GLB X MLP ENRG I | $269,304 | 0.0% | +0% | — |
| 189 | — | ISHARES TR - RUSSELL 3000 ETF | $268,632 | 0.0% | +0% | — |
| 190 |  $HUBB | HUBBELL INC | $263,693 | 0.0% | +0% | 64.1 |
| 191 |  $WELL | WELLTOWER INC. | $261,469 | 0.0% | +0% | 59.8 |
| 192 |  $DASH | DoorDash, Inc. | $258,342 | 0.0% | NEW | 71 |
| 193 |  $HPE | Hewlett Packard Enterprise Co | $249,594 | 0.0% | NEW | 70.5 |
| 194 |  $KLAC | KLA CORP | $244,385 | 0.0% | NEW | 78.6 |
| 195 |  $SCHW | SCHWAB CHARLES CORP | $242,691 | 0.0% | NEW | 79.4 |
| 196 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $240,263 | 0.0% | NEW | — |
| 197 |  $TXN | TEXAS INSTRUMENTS INC | $238,456 | 0.0% | NEW | 73.4 |
| 198 | — | ISHARES TR - MSCI ACWI EX US | $230,613 | 0.0% | +0% | — |
| 199 | — | SPDR INDEX SHS FDS - ST STR ASIA ETF | $229,333 | 0.0% | NEW | — |
| 200 |  $SYY | SYSCO CORP | $227,170 | 0.0% | -5% | 54.7 |
| 201 |  $ROST | ROSS STORES, INC. | $223,067 | 0.0% | -4% | 70.4 |
| 202 |  $SCCO | SOUTHERN COPPER CORP/ | $218,522 | 0.0% | NEW | 83.1 |
| 203 |  $NET | Cloudflare, Inc. | $217,073 | 0.0% | NEW | 56.4 |
| 204 |  $UL | UNILEVER PLC | $213,666 | 0.0% | +0% | — |
| 205 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $212,760 | 0.0% | +0% | — |
| 206 |  $CRWD | CrowdStrike Holdings, Inc. | $212,757 | 0.0% | NEW | 67.7 |
| 207 | — | ISHARES TR - EXPANDED TECH | $211,098 | 0.0% | NEW | — |
| 208 |  $CACI | CACI INTERNATIONAL INC /DE/ | $208,467 | 0.0% | +0% | 65 |
| 209 |  $C | CITIGROUP INC | $202,942 | 0.0% | NEW | 65 |
| 210 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $161,600 | 0.0% | NEW | 54.3 |
| 211 |  $SERA | SERA PROGNOSTICS, INC. | $49,673 | 0.0% | +0% | 3.1 |
New Positions (19)
$MRVL Marvell Technology, Inc.$955,631$ALH Alliance Laundry Holdings Inc.$520,057$LEN LENNAR CORP /NEW/$361,960$NOW ServiceNow, Inc.$310,250$DDOG Datadog, Inc.$294,728$UNH UNITEDHEALTH GROUP INC$271,822$DASH DoorDash, Inc.$258,342$HPE Hewlett Packard Enterprise Co$249,594$KLAC KLA CORP$244,385$SCHW SCHWAB CHARLES CORP$242,691$QQQ INVESCO QQQ TRUST, SERIES 1$240,263$TXN TEXAS INSTRUMENTS INC$238,456 SPDR INDEX SHS FDS - ST STR ASIA ETF$229,333
$SCCO SOUTHERN COPPER CORP/$218,522$NET Cloudflare, Inc.$217,073Exited Positions (3)
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