0001172661-23-000368.txt : 20230131
0001172661-23-000368.hdr.sgml : 20230131
20230131155339
ACCESSION NUMBER: 0001172661-23-000368
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230131
DATE AS OF CHANGE: 20230131
EFFECTIVENESS DATE: 20230131
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 23572441
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-502-8300
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
X0202
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true
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0001424177
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12-31-2022
12-31-2022
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Birch Hill Investment Advisors LLC
One International Place
Suite 770
Boston
MA
02110
13F HOLDINGS REPORT
028-12685
000143750
801-67818
N
Paul J. Donovan
Chief Compliance Officer
617-502-8314
/s/ Paul J. Donovan
Boston
MA
01-31-2023
0
152
1567938728
INFORMATION TABLE
2
infotable.xml
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ABBVIE INC
COM
00287Y109
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27888
0
279
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
7762376
29090
SH
SOLE
28135
0
955
ADOBE SYSTEMS INCORPORATED
COM
00724F101
2389363
7100
SH
SOLE
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275
AIR PRODS & CHEMS INC
COM
009158106
2788212
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SOLE
9045
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0
ALCON AG
ORD SHS
H01301128
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ALLEGION PLC
ORD SHS
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0
ALPHABET INC
CAP STK CL A
02079K305
49352333
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0
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ALPHABET INC
CAP STK CL C
02079K107
24112378
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7480
ALTRIA GROUP INC
COM
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0
AMAZON COM INC
COM
023135106
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AMERESCO INC
CL A
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SH
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AMERICAN EXPRESS CO
COM
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AMGEN INC
COM
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AMPHENOL CORP NEW
CL A
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ANALOG DEVICES INC
COM
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APPLE INC
COM
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ARCH CAP GROUP LTD
ORD
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AT&T INC
COM
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AUTOMATIC DATA PROCESSING IN
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AVERY DENNISON CORP
COM
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BANK AMERICA CORP
COM
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BECTON DICKINSON & CO
COM
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SH
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0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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245692
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BOOKING HOLDINGS INC
COM
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BOSTON PROPERTIES INC
COM
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BRISTOL-MYERS SQUIBB CO
COM
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19340
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0
BROADCOM INC
COM
11135F101
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SH
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4275
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0
CARLISLE COS INC
COM
142339100
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7584
SH
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7584
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
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24720
SH
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24720
0
0
CATERPILLAR INC
COM
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1009506
4214
SH
SOLE
4214
0
0
CHEVRON CORP NEW
COM
166764100
2938610
16372
SH
SOLE
16372
0
0
COCA COLA CO
COM
191216100
7008168
110174
SH
SOLE
108174
0
2000
COLGATE PALMOLIVE CO
COM
194162103
7663509
97265
SH
SOLE
94340
0
2925
COMCAST CORP NEW
CL A
20030N101
3006543
85975
SH
SOLE
85975
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
33530980
144686
SH
SOLE
135076
0
9610
COSTCO WHSL CORP NEW
COM
22160K105
23991357
52555
SH
SOLE
52120
0
435
CROWN CASTLE INC
COM
22822V101
217024
1600
SH
SOLE
1600
0
0
CSX CORP
COM
126408103
212089
6846
SH
SOLE
4200
0
2646
CVS HEALTH CORP
COM
126650100
44149135
473754
SH
SOLE
450386
0
23368
DANAHER CORPORATION
COM
235851102
737071
2777
SH
SOLE
2777
0
0
DEERE & CO
COM
244199105
1727903
4030
SH
SOLE
3830
0
200
DIAGEO PLC
SPON ADR NEW
25243Q205
222737
1250
SH
SOLE
1250
0
0
DISNEY WALT CO
COM
254687106
2467566
28402
SH
SOLE
28302
0
100
DOMINION ENERGY INC
COM
25746U109
1248169
20355
SH
SOLE
20355
0
0
DOVER CORP
COM
260003108
966827
7140
SH
SOLE
7140
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
812385
7888
SH
SOLE
7888
0
0
EASTERN BANKSHARES INC
COM
27627N105
31563860
1829789
SH
SOLE
1735889
0
93900
ECOLAB INC
COM
278865100
41656943
286184
SH
SOLE
272714
0
13470
EDWARDS LIFESCIENCES CORP
COM
28176E108
28884441
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SH
SOLE
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EMERSON ELEC CO
COM
291011104
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SH
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ESSENTIAL UTILS INC
COM
29670G102
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SH
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EXXON MOBIL CORP
COM
30231G102
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200
FACTSET RESH SYS INC
COM
303075105
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SH
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1012
0
0
FEDEX CORP
COM
31428X106
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SH
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FISERV INC
COM
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SH
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0
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GENERAL ELECTRIC CO
COM NEW
369604301
583765
6967
SH
SOLE
6890
0
77
GENERAL MLS INC
COM
370334104
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3480
SH
SOLE
2860
0
620
GENTEX CORP
COM
371901109
39677359
1454982
SH
SOLE
1392812
0
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GOLDMAN SACHS GROUP INC
COM
38141G104
523654
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SH
SOLE
1525
0
0
GRAINGER W W INC
COM
384802104
14302300
25712
SH
SOLE
25047
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665
HERSHEY CO
COM
427866108
333461
1440
SH
SOLE
1440
0
0
HOME DEPOT INC
COM
437076102
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14499
SH
SOLE
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IDEXX LABS INC
COM
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783283
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SH
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ILLINOIS TOOL WKS INC
COM
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2063109
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INGERSOLL RAND INC
COM
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INTEL CORP
COM
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COM
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SP SMCP600VL ETF
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RUSSELL 2000 ETF
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MSCI EAFE ETF
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MSCI EMG MKT ETF
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CORE S&P500 ETF
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CORE S&P MCP ETF
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ISHARES TR
RUS MID CAP ETF
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CORE S&P SCP ETF
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15
ISHARES TR
EAFE GRWTH ETF
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5473
SH
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0
0
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COM
478160104
37850619
214269
SH
SOLE
208159
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6110
JPMORGAN CHASE & CO
COM
46625H100
16831033
125511
SH
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123106
0
2405
KROGER CO
COM
501044101
34909929
783085
SH
SOLE
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43100
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
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LINCOLN ELEC HLDGS INC
COM
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SH
SOLE
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LINDE PLC
SHS
G5494J103
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SH
SOLE
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400
MARRIOTT INTL INC NEW
CL A
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MARSH & MCLENNAN COS INC
COM
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MASCO CORP
COM
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MASTERCARD INCORPORATED
CL A
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MCCORMICK & CO INC
COM NON VTG
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MCDONALDS CORP
COM
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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SH
SOLE
4305
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MICROSOFT CORP
COM
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SH
SOLE
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MONDELEZ INTL INC
CL A
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SH
SOLE
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MOODYS CORP
COM
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MSA SAFETY INC
COM
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SH
SOLE
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NEXTERA ENERGY INC
COM
65339F101
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SH
SOLE
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NIKE INC
CL B
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NORFOLK SOUTHN CORP
COM
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SOLE
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COM
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SOLE
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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OTIS WORLDWIDE CORP
COM
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PAYCHEX INC
COM
704326107
231120
2000
SH
SOLE
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0
0
PEPSICO INC
COM
713448108
17456092
96624
SH
SOLE
94889
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1735
PFIZER INC
COM
717081103
1518087
29627
SH
SOLE
29627
0
0
PHILIP MORRIS INTL INC
COM
718172109
546534
5400
SH
SOLE
5400
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
343000
7000
SH
SOLE
7000
0
0
PPG INDS INC
COM
693506107
416828
3315
SH
SOLE
3315
0
0
PROCTER AND GAMBLE CO
COM
742718109
11607071
76584
SH
SOLE
73534
0
3050
QUALCOMM INC
COM
747525103
263856
2400
SH
SOLE
2400
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
5064872
50187
SH
SOLE
49987
0
200
ROCKWELL AUTOMATION INC
COM
773903109
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SH
SOLE
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ROPER TECHNOLOGIES INC
COM
776696106
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SOLE
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COM
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COM
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SELECT SECTOR SPDR TR
ENERGY
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26820
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SOLE
26820
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SHELL PLC
SPON ADS
780259305
370175
6500
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SOLE
6500
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0
SPDR GOLD TR
GOLD SHS
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SOLE
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0
SPDR INDEX SHS FDS
ASIA PACIF ETF
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2121
SH
SOLE
2121
0
0
SPDR S&P 500 ETF TR
TR UNIT
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3616
SH
SOLE
2916
0
700
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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235121
531
SH
SOLE
531
0
0
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COM
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234489
7136
SH
SOLE
7136
0
0
SYSCO CORP
COM
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5848
SH
SOLE
5848
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
4406621
8002
SH
SOLE
8002
0
0
TJX COS INC NEW
COM
872540109
64642364
812090
SH
SOLE
774945
0
37145
TRANE TECHNOLOGIES PLC
SHS
G8994E103
6115114
36380
SH
SOLE
36380
0
0
UBER TECHNOLOGIES INC
COM
90353T100
1674468
67710
SH
SOLE
67710
0
0
UNILEVER PLC
SPON ADR NEW
904767704
263834
5240
SH
SOLE
5240
0
0
UNION PAC CORP
COM
907818108
5442007
26281
SH
SOLE
23181
0
3100
UNITED PARCEL SERVICE INC
CL B
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34378598
197760
SH
SOLE
189625
0
8135
UNITEDHEALTH GROUP INC
COM
91324P102
334013
630
SH
SOLE
630
0
0
US BANCORP DEL
COM NEW
902973304
4679440
107302
SH
SOLE
106952
0
350
VANGUARD INDEX FDS
MID CAP ETF
922908629
822985
4038
SH
SOLE
4038
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
302271
1581
SH
SOLE
1581
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
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2600
SH
SOLE
2600
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
506937
2762
SH
SOLE
2762
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4872032
124988
SH
SOLE
124053
0
935
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
2504056
59663
SH
SOLE
59618
0
45
VERIZON COMMUNICATIONS INC
COM
92343V104
698132
17719
SH
SOLE
17719
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
59004396
204323
SH
SOLE
192848
0
11475
VISA INC
COM CL A
92826C839
209214
1007
SH
SOLE
1007
0
0
WABTEC
COM
929740108
9835178
98539
SH
SOLE
86254
0
12285
WALMART INC
COM
931142103
442527
3121
SH
SOLE
3121
0
0
WASTE MGMT INC DEL
COM
94106L109
949752
6054
SH
SOLE
5570
0
484
WATERS CORP
COM
941848103
205548
600
SH
SOLE
600
0
0
WATTS WATER TECHNOLOGIES INC
CL A
942749102
9570022
65445
SH
SOLE
64395
0
1050
WEC ENERGY GROUP INC
COM
92939U106
247245
2637
SH
SOLE
2637
0
0
XYLEM INC
COM
98419M100
318552
2881
SH
SOLE
2881
0
0
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
4416217
34637
SH
SOLE
34637
0
0