Birch Hill Investment Advisors

Latest statistics and disclosures from Birch Hill Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Birch Hill Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 200 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.7 $137M 283k 483.62
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Amazon (AMZN) 5.2 $125M 540k 230.82
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Alphabet Cap Stk Cl A (GOOGL) 4.7 $113M -5% 362k 313.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $109M 217k 502.65
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Amphenol Corp Cl A (APH) 4.1 $99M -3% 732k 135.14
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Apple (AAPL) 4.1 $99M 363k 271.86
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TJX Companies (TJX) 3.8 $92M 599k 153.61
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International Business Machines (IBM) 3.5 $84M +2% 282k 296.21
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Marsh & McLennan Companies (MMC) 3.4 $81M 439k 185.52
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Ecolab (ECL) 3.2 $77M 294k 262.52
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Rockwell Automation (ROK) 3.1 $75M 193k 389.07
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Vertex Pharmaceuticals Incorporated (VRTX) 2.9 $69M 153k 453.36
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Edwards Lifesciences (EW) 2.6 $63M 744k 85.25
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Alphabet Cap Stk Cl C (GOOG) 2.5 $59M -4% 189k 313.80
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Intuit (INTU) 2.5 $59M +3% 89k 662.42
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S&p Global (SPGI) 2.3 $56M 106k 522.59
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Watts Water Technologies Cl A (WTS) 2.2 $52M +2% 190k 276.02
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Kroger (KR) 2.1 $50M 793k 62.48
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Lincoln Electric Holdings (LECO) 2.0 $48M 201k 239.64
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Asml Holding N V N Y Registry Shs (ASML) 1.8 $42M 40k 1069.87
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West Pharmaceutical Services (WST) 1.7 $42M +11% 152k 275.14
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Alcon Ord Shs (ALC) 1.5 $35M 442k 78.81
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Mastercard Incorporated Cl A (MA) 1.4 $33M -4% 58k 570.88
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Fiserv (FI) 1.4 $33M -9% 488k 67.17
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Analog Devices (ADI) 1.3 $32M 116k 271.20
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JPMorgan Chase & Co. (JPM) 1.3 $31M -2% 97k 322.22
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Costco Wholesale Corporation (COST) 1.3 $30M 35k 862.34
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $28M 41k 684.93
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Johnson & Johnson (JNJ) 1.2 $28M -2% 134k 206.95
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Pepsi (PEP) 1.1 $27M +2% 185k 143.52
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $25M 212k 120.18
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NVIDIA Corporation (NVDA) 0.9 $22M +2% 119k 186.50
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Clorox Company (CLX) 0.9 $22M NEW 219k 100.83
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W.W. Grainger (GWW) 0.9 $22M +5% 21k 1009.05
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Labcorp Holdings Com Shs (LH) 0.9 $21M -31% 83k 250.88
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Carlisle Companies (CSL) 0.6 $15M -10% 48k 319.86
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Chewy Cl A (CHWY) 0.6 $15M +2% 457k 33.05
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Trane Technologies SHS (TT) 0.6 $15M 38k 389.20
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Nextera Energy (NEE) 0.5 $13M 158k 80.28
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Procter & Gamble Company (PG) 0.5 $12M +65% 81k 143.31
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Bank of America Corporation (BAC) 0.5 $11M -2% 198k 55.00
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $9.9M +3% 150k 65.91
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Uber Technologies (UBER) 0.4 $9.6M 117k 81.71
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Merck & Co (MRK) 0.4 $9.4M -5% 89k 105.26
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Broadcom (AVGO) 0.4 $8.6M 25k 346.10
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Exxon Mobil Corporation (XOM) 0.3 $8.1M -2% 68k 120.34
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Boston Properties (BXP) 0.3 $8.1M 120k 67.48
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $7.8M +2% 119k 66.00
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.5M 78k 96.03
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Automatic Data Processing (ADP) 0.3 $7.1M 28k 257.23
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $7.0M 103k 68.36
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Raytheon Technologies Corp (RTX) 0.3 $6.8M -5% 37k 183.40
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.5M 121k 53.76
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.3M -9% 24k 268.30
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Coca-Cola Company (KO) 0.3 $6.3M -3% 90k 69.91
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Abbvie (ABBV) 0.2 $5.9M -6% 26k 228.49
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Oracle Corporation (ORCL) 0.2 $5.6M -8% 29k 194.91
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $5.5M +14% 29k 191.56
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Hayward Hldgs (HAYW) 0.2 $5.0M 324k 15.45
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Mondelez Intl Cl A (MDLZ) 0.2 $4.9M -53% 91k 53.83
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $4.8M +6% 77k 62.47
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Home Depot (HD) 0.2 $4.8M 14k 344.10
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Visa Com Cl A (V) 0.2 $4.5M +37% 13k 350.72
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Mccormick & Co Com Non Vtg (MKC) 0.2 $4.5M -3% 67k 68.11
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Emerson Electric (EMR) 0.2 $3.9M 30k 132.72
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Gentex Corporation (GNTX) 0.2 $3.9M -20% 168k 23.27
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Colgate-Palmolive Company (CL) 0.2 $3.8M -2% 48k 79.02
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Roper Industries (ROP) 0.1 $3.5M -12% 7.9k 445.13
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.5M 14k 246.16
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Thermo Fisher Scientific (TMO) 0.1 $3.3M -6% 5.8k 579.45
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Hilton Worldwide Holdings (HLT) 0.1 $3.1M +10% 11k 287.25
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Abbott Laboratories (ABT) 0.1 $3.1M -6% 25k 125.29
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.9M 26k 113.72
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Us Bancorp Del Com New (USB) 0.1 $2.7M 50k 53.36
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Ingersoll Rand (IR) 0.1 $2.6M 33k 79.22
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.4M +16% 44k 54.71
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Wabtec Corporation (WAB) 0.1 $2.4M -3% 11k 213.45
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Caterpillar (CAT) 0.1 $2.3M 4.0k 572.87
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Air Products & Chemicals (APD) 0.1 $2.2M -12% 9.1k 247.02
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salesforce (CRM) 0.1 $2.2M -9% 8.4k 264.91
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Nike CL B (NKE) 0.1 $2.2M +166% 34k 63.71
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Illinois Tool Works (ITW) 0.1 $2.2M -4% 8.8k 246.30
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Linde SHS (LIN) 0.1 $2.1M -2% 4.8k 426.35
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Allegion Ord Shs (ALLE) 0.1 $2.0M 13k 159.22
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Broadridge Financial Solutions (BR) 0.1 $2.0M +26% 8.9k 223.17
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $2.0M +100% 44k 44.71
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Walt Disney Company (DIS) 0.1 $1.9M -4% 17k 113.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.9M 2.7k 681.92
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Union Pacific Corporation (UNP) 0.1 $1.9M -3% 8.0k 231.32
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Airbnb Com Cl A (ABNB) 0.1 $1.8M 14k 135.72
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Ge Aerospace Com New (GE) 0.1 $1.8M 5.8k 308.03
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Global X Fds Global X Copper (COPX) 0.1 $1.8M 25k 71.79
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Chevron Corporation (CVX) 0.1 $1.8M -14% 12k 152.41
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McDonald's Corporation (MCD) 0.1 $1.7M 5.6k 305.63
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CVS Caremark Corporation (CVS) 0.1 $1.7M -9% 21k 79.36
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M +33% 2.7k 627.21
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Dover Corporation (DOV) 0.1 $1.5M +14% 7.9k 195.24
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Deere & Company (DE) 0.1 $1.5M 3.2k 465.57
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Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M +9% 1.8k 753.78
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Waste Management (WM) 0.1 $1.3M 6.1k 219.71
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Marriott Intl Cl A (MAR) 0.1 $1.3M 4.3k 310.24
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Wal-Mart Stores (WMT) 0.1 $1.3M 12k 111.41
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IDEXX Laboratories (IDXX) 0.1 $1.3M 1.9k 676.53
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.2k 290.22
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Intel Corporation (INTC) 0.0 $1.2M -8% 32k 36.90
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Tesla Motors (TSLA) 0.0 $1.2M +16% 2.6k 449.72
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Booking Holdings (BKNG) 0.0 $1.2M 215.00 5355.33
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United Parcel Service CL B (UPS) 0.0 $1.1M -7% 12k 99.19
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Meta Platforms Cl A (META) 0.0 $1.1M +22% 1.7k 660.10
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $1.1M -6% 29k 38.73
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.0M 11k 96.27
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Adobe Systems Incorporated (ADBE) 0.0 $972k -87% 2.8k 350.05
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Carrier Global Corporation (CARR) 0.0 $945k -10% 18k 52.84
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Duke Energy Corp Com New (DUK) 0.0 $925k 7.9k 117.21
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Philip Morris International (PM) 0.0 $886k 5.5k 160.40
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Ge Vernova (GEV) 0.0 $878k 1.3k 653.57
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $869k 7.1k 123.26
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Brunswick Corporation (BC) 0.0 $847k -8% 11k 74.24
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American Express Company (AXP) 0.0 $844k 2.3k 369.95
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $810k 8.5k 95.09
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3M Company (MMM) 0.0 $806k -9% 5.0k 160.10
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Siteone Landscape Supply (SITE) 0.0 $805k +4% 6.5k 124.56
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Palantir Technologies Cl A (PLTR) 0.0 $797k -2% 4.5k 177.75
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $790k -13% 3.7k 212.07
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Ishares Gold Tr Ishares New (IAU) 0.0 $784k 9.7k 81.17
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Dominion Resources (D) 0.0 $738k 13k 58.59
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Constellation Energy (CEG) 0.0 $722k NEW 2.0k 353.27
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Profesionally Managed Portfo Akre Focus Etf 0.0 $694k NEW 11k 65.51
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $676k +3% 2.6k 257.95
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Amgen (AMGN) 0.0 $674k -4% 2.1k 327.31
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Nutrien (NTR) 0.0 $670k 11k 61.72
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Eli Lilly & Co. (LLY) 0.0 $660k +6% 614.00 1074.68
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Otis Worldwide Corp (OTIS) 0.0 $658k -11% 7.5k 87.35
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Ishares Tr Esg Aware Msci (ESML) 0.0 $649k -19% 14k 45.98
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FedEx Corporation (FDX) 0.0 $640k -3% 2.2k 288.86
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CarMax (KMX) 0.0 $630k -55% 16k 38.64
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $621k 5.5k 113.92
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Arch Cap Group Ord (ACGL) 0.0 $619k 6.5k 95.92
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $609k +158% 4.2k 143.97
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Danaher Corporation (DHR) 0.0 $590k -3% 2.6k 228.92
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Goldman Sachs (GS) 0.0 $549k 625.00 879.00
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $546k 11k 49.65
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Pfizer (PFE) 0.0 $546k +7% 22k 24.90
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Vistra Energy (VST) 0.0 $518k NEW 3.2k 161.33
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $498k 5.6k 89.46
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Spdr Gold Tr Gold Shs (GLD) 0.0 $491k -7% 1.2k 396.31
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Zimmer Holdings (ZBH) 0.0 $478k -7% 5.3k 89.92
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Shell Spon Ads (SHEL) 0.0 $478k 6.5k 73.48
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Vanguard World Mega Grwth Ind (MGK) 0.0 $475k 1.2k 412.77
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Wells Fargo & Company (WFC) 0.0 $473k 5.1k 93.20
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $466k 1.3k 360.24
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Vertiv Holdings Com Cl A (VRT) 0.0 $450k 2.8k 162.01
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Norfolk Southern (NSC) 0.0 $444k 1.5k 288.72
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Qualcomm (QCOM) 0.0 $431k 2.5k 171.05
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Becton, Dickinson and (BDX) 0.0 $430k -3% 2.2k 194.07
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Verizon Communications (VZ) 0.0 $428k -8% 11k 40.73
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Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $415k -16% 3.2k 128.83
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Mobileye Global Common Class A (MBLY) 0.0 $408k -13% 39k 10.44
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PPG Industries (PPG) 0.0 $393k +11% 3.8k 102.46
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $390k +35% 2.7k 143.52
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Advanced Micro Devices (AMD) 0.0 $388k -11% 1.8k 214.16
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Avery Dennison Corporation (AVY) 0.0 $379k -2% 2.1k 181.88
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $369k +23% 1.2k 304.00
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Cisco Systems (CSCO) 0.0 $367k -9% 4.8k 77.03
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Kenvue (KVUE) 0.0 $365k -66% 21k 17.25
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Cava Group Ord (CAVA) 0.0 $351k +57% 6.0k 58.69
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Morgan Stanley Com New (MS) 0.0 $332k 1.9k 177.53
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Moody's Corporation (MCO) 0.0 $317k 620.00 510.85
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Bristol Myers Squibb (BMY) 0.0 $312k +5% 5.8k 53.94
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Altria (MO) 0.0 $311k -20% 5.4k 57.66
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Honeywell International (HON) 0.0 $297k -47% 1.5k 195.09
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $295k NEW 1.3k 219.78
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FactSet Research Systems (FDS) 0.0 $294k 1.0k 290.19
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Msa Safety Inc equity (MSA) 0.0 $288k 1.8k 160.14
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Essential Utils (WTRG) 0.0 $287k 7.5k 38.36
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $287k 475.00 603.28
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $282k 3.2k 88.08
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UnitedHealth (UNH) 0.0 $277k 840.00 330.11
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Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $264k -23% 8.9k 29.79
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $258k 800.00 323.01
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $254k 758.00 335.27
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $252k 650.00 386.85
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CSX Corporation (CSX) 0.0 $243k 6.7k 36.25
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Capital One Financial (COF) 0.0 $241k 993.00 242.36
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Caci Intl Cl A (CACI) 0.0 $240k 450.00 532.81
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At&t (T) 0.0 $239k -25% 9.6k 24.84
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $233k NEW 8.5k 27.43
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Unilever Spon Adr New 0.0 $232k NEW 3.6k 65.40
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Waters Corporation (WAT) 0.0 $228k NEW 600.00 379.83
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Paychex (PAYX) 0.0 $224k 2.0k 112.18
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Hubbell (HUBB) 0.0 $224k 504.00 444.11
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $222k 3.7k 60.53
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SYSCO Corporation (SYY) 0.0 $222k -27% 3.0k 73.69
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $215k 454.00 473.30
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Welltower Inc Com reit (WELL) 0.0 $214k 1.2k 185.61
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Arista Networks Com Shs (ANET) 0.0 $210k NEW 1.6k 130.99
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Cloudflare Cl A Com (NET) 0.0 $209k -15% 1.1k 197.23
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Comcast Corp Cl A (CMCSA) 0.0 $207k -15% 6.9k 29.89
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $200k NEW 326.00 614.81
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Sera Prognostics Class A Com (SERA) 0.0 $81k 27k 2.95
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Past Filings by Birch Hill Investment Advisors

SEC 13F filings are viewable for Birch Hill Investment Advisors going back to 2011

View all past filings