Birch Hill Investment Advisors
Latest statistics and disclosures from Birch Hill Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, FI, MSFT, MMC, AMZN, and represent 26.22% of Birch Hill Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ADI (+$21M), APH (+$14M), CSL (+$10M), WTS, AAPL, CHWY, UBER, MSFT, EW, RSP.
- Started 10 new stock positions in IWO, RSPE, IHI, LLY, BX, VYM, WELL, ARES, VRT, VEU.
- Reduced shares in these 10 stocks: STZ (-$25M), MRK (-$13M), VRTX (-$12M), FI (-$8.5M), GNTX, BRK.B, JNJ, COST, GOOGL, BAC.
- Sold out of its positions in APP, CSX, HPQ, HUBB.
- Birch Hill Investment Advisors was a net seller of stock by $-34M.
- Birch Hill Investment Advisors has $2.1B in assets under management (AUM), dropping by -1.99%.
- Central Index Key (CIK): 0001424177
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Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 187 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.7 | $120M | -3% | 225k | 532.58 |
|
| Fiserv (FI) | 5.6 | $118M | -6% | 533k | 220.83 |
|
| Microsoft Corporation (MSFT) | 5.0 | $106M | 283k | 375.39 |
|
|
| Marsh & McLennan Companies (MMC) | 5.0 | $105M | 431k | 244.03 |
|
|
| Amazon (AMZN) | 4.9 | $104M | 547k | 190.26 |
|
|
| Apple (AAPL) | 3.7 | $78M | +3% | 353k | 222.13 |
|
| Ecolab (ECL) | 3.6 | $77M | 304k | 253.52 |
|
|
| TJX Companies (TJX) | 3.6 | $77M | -2% | 628k | 121.80 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.4 | $72M | -14% | 148k | 484.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $69M | -2% | 446k | 154.64 |
|
| International Business Machines (IBM) | 3.2 | $68M | -2% | 273k | 248.66 |
|
| Kroger (KR) | 2.8 | $59M | 873k | 67.69 |
|
|
| Edwards Lifesciences (EW) | 2.6 | $55M | +2% | 757k | 72.48 |
|
| S&p Global (SPGI) | 2.5 | $53M | 104k | 508.10 |
|
|
| Intuit (INTU) | 2.5 | $53M | 86k | 613.99 |
|
|
| Amphenol Corp Cl A (APH) | 2.5 | $52M | +35% | 788k | 65.59 |
|
| Rockwell Automation (ROK) | 2.4 | $51M | 198k | 258.38 |
|
|
| Alcon Ord Shs (ALC) | 1.9 | $40M | +2% | 417k | 94.93 |
|
| Watts Water Technologies Cl A (WTS) | 1.8 | $37M | +9% | 184k | 203.92 |
|
| Lincoln Electric Holdings (LECO) | 1.8 | $37M | 196k | 189.16 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.6 | $35M | 63k | 548.12 |
|
|
| Costco Wholesale Corporation (COST) | 1.6 | $35M | -6% | 37k | 945.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $34M | -2% | 218k | 156.23 |
|
| Labcorp Holdings Com Shs (LH) | 1.6 | $33M | +2% | 144k | 232.74 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $28M | 267k | 104.57 |
|
|
| Analog Devices (ADI) | 1.2 | $26M | +487% | 127k | 201.67 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $25M | 103k | 245.30 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $25M | -11% | 150k | 165.84 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $23M | 41k | 561.89 |
|
|
| Mondelez Intl Cl A (MDLZ) | 1.0 | $22M | -7% | 318k | 67.85 |
|
| W.W. Grainger (GWW) | 0.9 | $20M | 20k | 987.83 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $18M | -6% | 47k | 383.53 |
|
| Carlisle Companies (CSL) | 0.8 | $17M | +159% | 49k | 340.50 |
|
| Merck & Co (MRK) | 0.7 | $14M | -48% | 153k | 89.76 |
|
| Trane Technologies SHS (TT) | 0.6 | $13M | 38k | 336.92 |
|
|
| Pepsi (PEP) | 0.5 | $10M | -12% | 68k | 149.94 |
|
| Procter & Gamble Company (PG) | 0.5 | $10M | 59k | 170.42 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $9.5M | +7% | 31k | 312.04 |
|
| Bank of America Corporation (BAC) | 0.4 | $9.3M | -18% | 222k | 41.73 |
|
| Automatic Data Processing (ADP) | 0.4 | $8.6M | 28k | 305.53 |
|
|
| Uber Technologies (UBER) | 0.4 | $8.5M | +33% | 117k | 72.86 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $8.3M | 70k | 118.93 |
|
|
| Gentex Corporation (GNTX) | 0.4 | $7.4M | -36% | 317k | 23.30 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $7.2M | 111k | 65.17 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $6.8M | 117k | 58.35 |
|
|
| Coca-Cola Company (KO) | 0.3 | $6.8M | -2% | 94k | 71.62 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $6.2M | 76k | 81.73 |
|
|
| Colgate-Palmolive Company (CL) | 0.3 | $5.9M | -4% | 63k | 93.70 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.3 | $5.8M | 104k | 56.13 |
|
|
| Abbvie (ABBV) | 0.3 | $5.8M | 28k | 209.52 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $5.7M | 69k | 82.31 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $5.5M | 122k | 45.26 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $5.4M | +23% | 50k | 108.38 |
|
| Home Depot (HD) | 0.3 | $5.4M | 15k | 366.49 |
|
|
| Nextera Energy (NEE) | 0.3 | $5.3M | 75k | 70.89 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $5.3M | +2% | 40k | 132.46 |
|
| Mobileye Global Common Class A (MBLY) | 0.2 | $5.1M | -22% | 352k | 14.39 |
|
| Broadcom (AVGO) | 0.2 | $4.8M | 29k | 167.43 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $4.7M | -3% | 33k | 139.81 |
|
| Hayward Hldgs (HAYW) | 0.2 | $4.4M | -7% | 319k | 13.92 |
|
| Air Products & Chemicals (APD) | 0.2 | $4.3M | -14% | 15k | 294.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.2M | +43% | 24k | 173.23 |
|
| Boston Properties (BXP) | 0.2 | $3.8M | -5% | 56k | 67.19 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $3.7M | 7.4k | 497.60 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $3.6M | -7% | 37k | 97.48 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.5M | 26k | 132.65 |
|
|
| Chewy Cl A (CHWY) | 0.2 | $3.3M | +190% | 102k | 32.51 |
|
| Emerson Electric (EMR) | 0.2 | $3.2M | 30k | 109.64 |
|
|
| Visa Com Cl A (V) | 0.2 | $3.2M | +3% | 9.1k | 350.47 |
|
| Kenvue (KVUE) | 0.2 | $3.2M | -28% | 133k | 23.98 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.0M | 59k | 50.83 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.9M | +4% | 15k | 199.49 |
|
| salesforce (CRM) | 0.1 | $2.8M | 11k | 268.37 |
|
|
| Roper Industries (ROP) | 0.1 | $2.8M | +6% | 4.8k | 589.58 |
|
| Wabtec Corporation (WAB) | 0.1 | $2.8M | -34% | 15k | 181.35 |
|
| Ingersoll Rand (IR) | 0.1 | $2.6M | 33k | 80.03 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $2.6M | -90% | 14k | 183.52 |
|
| Masco Corporation (MAS) | 0.1 | $2.6M | -40% | 37k | 69.54 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.4M | 26k | 93.45 |
|
|
| Chevron Corporation (CVX) | 0.1 | $2.3M | -7% | 14k | 167.29 |
|
| Linde SHS (LIN) | 0.1 | $2.3M | -2% | 5.0k | 465.60 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.3M | 9.2k | 248.01 |
|
|
| CarMax (KMX) | 0.1 | $2.3M | 29k | 77.92 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $2.3M | -46% | 21k | 109.99 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | -9% | 52k | 42.22 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $2.1M | 9.4k | 227.55 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 8.6k | 236.24 |
|
|
| Walt Disney Company (DIS) | 0.1 | $2.0M | -12% | 20k | 98.70 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.8M | -2% | 5.6k | 312.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.7M | 38k | 43.70 |
|
|
| Nike CL B (NKE) | 0.1 | $1.6M | -30% | 26k | 63.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.6M | 2.9k | 559.39 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $1.6M | 13k | 130.46 |
|
|
| Brunswick Corporation (BC) | 0.1 | $1.6M | +32% | 30k | 53.85 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | -39% | 24k | 67.75 |
|
| Deere & Company (DE) | 0.1 | $1.5M | -7% | 3.3k | 469.35 |
|
| Waste Management (WM) | 0.1 | $1.4M | 6.1k | 231.51 |
|
|
| Caterpillar (CAT) | 0.1 | $1.4M | 4.1k | 329.80 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $1.3M | 21k | 63.40 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.2M | +59% | 10k | 119.46 |
|
| Dover Corporation (DOV) | 0.1 | $1.2M | 7.0k | 175.68 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | 5.8k | 200.15 |
|
|
| Global X Fds Global X Copper (COPX) | 0.1 | $1.1M | 29k | 39.07 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.1M | +11% | 31k | 36.49 |
|
| Dominion Resources (D) | 0.1 | $1.1M | -3% | 19k | 56.07 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | +2% | 4.1k | 258.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | -3% | 2.1k | 513.91 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.0M | 4.3k | 238.20 |
|
|
| Booking Holdings (BKNG) | 0.0 | $1.0M | 218.00 | 4606.91 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $987k | +16% | 11k | 87.79 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $962k | -3% | 9.3k | 103.20 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $962k | 7.9k | 121.97 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $921k | 11k | 85.07 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $894k | +9% | 1.6k | 542.38 |
|
| Philip Morris International (PM) | 0.0 | $868k | 5.5k | 158.73 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $836k | +17% | 4.4k | 190.58 |
|
| 3M Company (MMM) | 0.0 | $828k | -4% | 5.6k | 146.86 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $802k | +4% | 1.9k | 419.95 |
|
| Meta Platforms Cl A (META) | 0.0 | $757k | 1.3k | 576.44 |
|
|
| Intel Corporation (INTC) | 0.0 | $722k | 32k | 22.71 |
|
|
| Danaher Corporation (DHR) | 0.0 | $697k | +16% | 3.4k | 205.00 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $693k | -5% | 8.5k | 81.69 |
|
| Zimmer Holdings (ZBH) | 0.0 | $678k | -63% | 6.0k | 113.18 |
|
| Amgen (AMGN) | 0.0 | $673k | +5% | 2.2k | 311.55 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $673k | +124% | 5.5k | 121.44 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $655k | 7.1k | 92.83 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $633k | 2.8k | 229.06 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $620k | 6.5k | 96.18 |
|
|
| Tesla Motors (TSLA) | 0.0 | $620k | +2% | 2.4k | 259.15 |
|
| Honeywell International (HON) | 0.0 | $608k | 2.9k | 211.75 |
|
|
| American Express Company (AXP) | 0.0 | $605k | 2.3k | 269.05 |
|
|
| Nutrien (NTR) | 0.0 | $599k | +10% | 12k | 49.67 |
|
| Puretech Health Ads (PRTC) | 0.0 | $560k | 302k | 1.86 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $559k | 2.5k | 221.75 |
|
|
| FedEx Corporation (FDX) | 0.0 | $558k | 2.3k | 243.78 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $545k | 5.5k | 100.00 |
|
|
| Pfizer (PFE) | 0.0 | $527k | -9% | 21k | 25.34 |
|
| Verizon Communications (VZ) | 0.0 | $522k | 12k | 45.36 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $515k | -23% | 11k | 46.81 |
|
| FactSet Research Systems (FDS) | 0.0 | $499k | 1.1k | 454.64 |
|
|
| UnitedHealth (UNH) | 0.0 | $492k | -19% | 940.00 | 523.48 |
|
| Shell Spon Ads (SHEL) | 0.0 | $476k | 6.5k | 73.28 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $458k | +26% | 12k | 38.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $429k | 5.7k | 75.65 |
|
|
| Ge Vernova (GEV) | 0.0 | $417k | -4% | 1.4k | 305.28 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $405k | +22% | 4.8k | 84.40 |
|
| Qualcomm (QCOM) | 0.0 | $394k | 2.6k | 153.61 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $386k | 2.2k | 177.97 |
|
|
| PPG Industries (PPG) | 0.0 | $375k | 3.4k | 109.35 |
|
|
| At&t (T) | 0.0 | $368k | 13k | 28.28 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $365k | 5.1k | 71.79 |
|
|
| Norfolk Southern (NSC) | 0.0 | $364k | 1.5k | 236.85 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $356k | 1.2k | 308.88 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $353k | 1.2k | 288.14 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $344k | +11% | 3.4k | 102.41 |
|
| Xylem (XYL) | 0.0 | $343k | +9% | 2.9k | 119.46 |
|
| Goldman Sachs (GS) | 0.0 | $341k | 625.00 | 546.29 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $334k | -31% | 5.5k | 60.99 |
|
| Paychex (PAYX) | 0.0 | $327k | +6% | 2.1k | 154.28 |
|
| Altria (MO) | 0.0 | $324k | 5.4k | 60.02 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $319k | -16% | 4.2k | 75.04 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $317k | -63% | 8.6k | 36.90 |
|
| Stryker Corporation (SYK) | 0.0 | $296k | 795.00 | 372.25 |
|
|
| Essential Utils (WTRG) | 0.0 | $296k | -4% | 7.5k | 39.53 |
|
| Moody's Corporation (MCO) | 0.0 | $289k | 620.00 | 465.69 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $274k | 1.3k | 211.54 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $266k | NEW | 1.9k | 139.78 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $264k | 1.8k | 146.69 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $259k | NEW | 2.0k | 128.96 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $254k | 3.2k | 79.37 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $253k | 475.00 | 533.48 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $247k | NEW | 3.4k | 72.20 |
|
| Darden Restaurants (DRI) | 0.0 | $239k | 1.2k | 207.76 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $238k | -33% | 4.0k | 59.55 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $234k | 3.7k | 63.81 |
|
|
| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.0 | $233k | NEW | 9.0k | 26.02 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $233k | NEW | 3.8k | 60.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $231k | 841.00 | 274.84 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $230k | -4% | 2.0k | 116.67 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $226k | NEW | 1.5k | 153.21 |
|
| Waters Corporation (WAT) | 0.0 | $221k | 600.00 | 368.57 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $220k | NEW | 1.5k | 146.61 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $214k | NEW | 259.00 | 825.91 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $211k | NEW | 3.5k | 60.19 |
|
| General Mills (GIS) | 0.0 | $208k | 3.5k | 59.79 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $207k | 650.00 | 317.64 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $204k | NEW | 800.00 | 255.53 |
|
Past Filings by Birch Hill Investment Advisors
SEC 13F filings are viewable for Birch Hill Investment Advisors going back to 2011
- Birch Hill Investment Advisors 2025 Q1 filed April 18, 2025
- Birch Hill Investment Advisors 2024 Q4 filed Jan. 28, 2025
- Birch Hill Investment Advisors 2024 Q3 filed Oct. 10, 2024
- Birch Hill Investment Advisors 2024 Q2 filed July 30, 2024
- Birch Hill Investment Advisors 2024 Q1 filed May 13, 2024
- Birch Hill Investment Advisors 2023 Q4 filed Jan. 29, 2024
- Birch Hill Investment Advisors 2023 Q3 filed Oct. 19, 2023
- Birch Hill Investment Advisors 2023 Q2 filed July 20, 2023
- Birch Hill Investment Advisors 2023 Q1 filed April 14, 2023
- Birch Hill Investment Advisors 2022 Q4 filed Jan. 31, 2023
- Birch Hill Investment Advisors 2022 Q3 filed Oct. 19, 2022
- Birch Hill Investment Advisors 2022 Q2 filed July 13, 2022
- Birch Hill Investment Advisors 2022 Q1 filed April 8, 2022
- Birch Hill Investment Advisors 2021 Q4 filed Feb. 2, 2022
- Birch Hill Investment Advisors 2021 Q3 filed Oct. 25, 2021
- Birch Hill Investment Advisors 2021 Q2 filed July 22, 2021