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, MSFT, MMC, MRK, TJX, and represent 23.31% of Birch Hill Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ALC (+$8.8M), KR, LECO, ROK, ECL, MSFT, FISV, AMZN, BRK.B, IJS.
- Started 9 new stock positions in MCO, GMF, CSX, MSA, LECO, ADI, WAT, V, IJS.
- Reduced shares in these 10 stocks: CVS (-$8.1M), MAS (-$7.5M), INTC (-$6.0M), GNTX, VRTX, UPS, META, MDLZ, ZBH, PG.
- Sold out of its positions in TSLA, MGK, MDT.
- Birch Hill Investment Advisors was a net seller of stock by $-12M.
- Birch Hill Investment Advisors has $1.6B in assets under management (AUM), dropping by 5.93%.
- Central Index Key (CIK): 0001424177
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Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 152 positions in its portfolio as reported in the December 2022 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) | 5.1 | $79M | 257k | 308.90 | ||
| Microsoft Corporation (MSFT) | 5.1 | $79M | 331k | 239.82 | ||
| Marsh & McLennan Companies (MMC) | 4.8 | $75M | 452k | 165.48 | ||
| Merck & Co (MRK) | 4.3 | $67M | 607k | 110.95 | ||
| TJX Companies (TJX) | 4.1 | $65M | 812k | 79.60 | ||
| Fiserv (FISV) | 4.0 | $62M | 618k | 101.07 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.8 | $59M | -2% | 204k | 288.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $49M | 559k | 88.23 | ||
| Amazon (AMZN) | 3.1 | $49M | 580k | 84.00 | ||
| Apple (AAPL) | 3.1 | $49M | 374k | 129.93 | ||
| Rockwell Automation (ROK) | 2.9 | $45M | +2% | 175k | 257.57 | |
| CVS Caremark Corporation (CVS) | 2.8 | $44M | -15% | 474k | 93.19 | |
| International Business Machines (IBM) | 2.7 | $43M | 302k | 140.89 | ||
| Ecolab (ECL) | 2.7 | $42M | +2% | 286k | 145.56 | |
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| Bank of America Corporation (BAC) | 2.7 | $42M | 1.3M | 33.12 | ||
| Gentex Corporation (GNTX) | 2.5 | $40M | -10% | 1.5M | 27.27 | |
| Johnson & Johnson (JNJ) | 2.4 | $38M | 214k | 176.65 | ||
| Kroger (KR) | 2.2 | $35M | +14% | 783k | 44.58 | |
| United Parcel Service CL B (UPS) | 2.2 | $34M | -3% | 198k | 173.84 | |
| Constellation Brands Cl A (STZ) | 2.1 | $34M | 145k | 231.75 | ||
| Eastern Bankshares (EBC) | 2.0 | $32M | +2% | 1.8M | 17.25 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $29M | 84k | 347.73 | ||
| Edwards Lifesciences (EW) | 1.8 | $29M | 387k | 74.61 | ||
| Mondelez Intl Cl A (MDLZ) | 1.8 | $28M | -3% | 415k | 66.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $24M | 272k | 88.73 | ||
| Costco Wholesale Corporation (COST) | 1.5 | $24M | 53k | 456.50 | ||
| Pepsi (PEP) | 1.1 | $18M | 97k | 180.66 | ||
| JPMorgan Chase & Co. (JPM) | 1.1 | $17M | 126k | 134.10 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 1.0 | $16M | +4% | 68k | 235.48 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $16M | 42k | 384.21 | ||
| Masco Corporation (MAS) | 1.0 | $15M | -33% | 323k | 46.67 | |
| W.W. Grainger (GWW) | 0.9 | $14M | 26k | 556.25 | ||
| Procter & Gamble Company (PG) | 0.7 | $12M | -6% | 77k | 151.56 | |
| Amphenol Corp Cl A (APH) | 0.7 | $11M | +2% | 147k | 76.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $11M | 115k | 94.64 | ||
| Alcon Ord Shs (ALC) | 0.7 | $10M | +573% | 151k | 68.55 | |
| Wabtec Corporation (WAB) | 0.6 | $9.8M | -2% | 99k | 99.81 | |
| Watts Water Technologies Cl A (WTS) | 0.6 | $9.6M | 65k | 146.23 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.6 | $8.7M | 104k | 82.89 | ||
| Exxon Mobil Corporation (XOM) | 0.5 | $8.4M | 76k | 110.30 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $7.8M | 29k | 266.84 | ||
| Colgate-Palmolive Company (CL) | 0.5 | $7.7M | -4% | 97k | 78.79 | |
| Automatic Data Processing (ADP) | 0.5 | $7.3M | 30k | 238.86 | ||
| Coca-Cola Company (KO) | 0.4 | $7.0M | 110k | 63.61 | ||
| Trane Technologies SHS (TT) | 0.4 | $6.1M | 36k | 168.09 | ||
| S&p Global (SPGI) | 0.4 | $5.7M | -5% | 17k | 334.94 | |
| Nextera Energy (NEE) | 0.4 | $5.7M | 68k | 83.60 | ||
| Union Pacific Corporation (UNP) | 0.3 | $5.4M | 26k | 207.07 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.1M | -2% | 78k | 65.64 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $5.1M | 50k | 100.92 | ||
| Boston Properties (BXP) | 0.3 | $4.9M | 73k | 67.58 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.9M | +9% | 125k | 38.98 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $4.7M | +14% | 20k | 241.89 | |
| Us Bancorp Del Com New (USB) | 0.3 | $4.7M | -6% | 107k | 43.61 | |
| Home Depot (HD) | 0.3 | $4.6M | 15k | 315.86 | ||
| Abbvie (ABBV) | 0.3 | $4.6M | 28k | 161.61 | ||
| Zimmer Holdings (ZBH) | 0.3 | $4.4M | -16% | 35k | 127.50 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $4.4M | 8.0k | 550.69 | ||
| Abbott Laboratories (ABT) | 0.2 | $3.3M | 30k | 109.79 | ||
| Emerson Electric (EMR) | 0.2 | $3.1M | 32k | 96.06 | ||
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.0M | -14% | 86k | 34.97 | |
| Lincoln Electric Holdings (LECO) | 0.2 | $3.0M | NEW | 21k | 144.49 | |
| Chevron Corporation (CVX) | 0.2 | $2.9M | +3% | 16k | 179.49 | |
| Oracle Corporation (ORCL) | 0.2 | $2.9M | 36k | 81.74 | ||
| Air Products & Chemicals (APD) | 0.2 | $2.8M | +2% | 9.0k | 308.26 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.5M | -8% | 60k | 41.97 | |
| Walt Disney Company (DIS) | 0.2 | $2.5M | 28k | 86.88 | ||
| Broadcom (AVGO) | 0.2 | $2.4M | 4.3k | 559.13 | ||
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.4M | -14% | 7.1k | 336.53 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.3M | 27k | 87.47 | ||
| Nike CL B (NKE) | 0.1 | $2.3M | +3% | 20k | 117.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.2M | 13k | 174.36 | ||
| Nutrien (NTR) | 0.1 | $2.1M | 29k | 73.03 | ||
| Illinois Tool Works (ITW) | 0.1 | $2.1M | 9.4k | 220.30 | ||
| salesforce (CRM) | 0.1 | $2.0M | -27% | 15k | 132.59 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | -8% | 48k | 37.90 | |
| Carlisle Companies (CSL) | 0.1 | $1.8M | 7.6k | 235.65 | ||
| Linde SHS (LIN) | 0.1 | $1.8M | 5.4k | 326.15 | ||
| Deere & Company (DE) | 0.1 | $1.7M | 4.0k | 428.76 | ||
| Ingersoll Rand (IR) | 0.1 | $1.7M | 32k | 52.25 | ||
| Uber Technologies (UBER) | 0.1 | $1.7M | -6% | 68k | 24.73 | |
| McDonald's Corporation (MCD) | 0.1 | $1.6M | 6.2k | 263.53 | ||
| Pfizer (PFE) | 0.1 | $1.5M | 30k | 51.24 | ||
| 3M Company (MMM) | 0.1 | $1.5M | 13k | 119.92 | ||
| Allegion Ord Shs (ALLE) | 0.1 | $1.4M | 14k | 105.26 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | 19k | 71.95 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.4M | 3.6k | 382.43 | ||
| Dominion Resources (D) | 0.1 | $1.2M | 20k | 61.32 | ||
| Roper Industries (ROP) | 0.1 | $1.2M | 2.9k | 432.09 | ||
| Otis Worldwide Corp (OTIS) | 0.1 | $1.2M | 16k | 78.31 | ||
| Intel Corporation (INTC) | 0.1 | $1.1M | -83% | 44k | 26.43 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.0M | 25k | 41.25 | ||
| Caterpillar (CAT) | 0.1 | $1.0M | 4.2k | 239.56 | ||
| Dover Corporation (DOV) | 0.1 | $967k | 7.1k | 135.41 | ||
| Waste Management (WM) | 0.1 | $950k | 6.1k | 156.88 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $914k | +12% | 2.6k | 351.34 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $823k | 4.0k | 203.81 | ||
| American Express Company (AXP) | 0.1 | $821k | +2% | 5.6k | 147.75 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $812k | 7.9k | 102.99 | ||
| IDEXX Laboratories (IDXX) | 0.0 | $783k | 1.9k | 407.96 | ||
| Becton, Dickinson and (BDX) | 0.0 | $768k | 3.0k | 254.30 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $738k | 11k | 67.45 | ||
| Danaher Corporation (DHR) | 0.0 | $737k | 2.8k | 265.42 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $707k | 4.8k | 146.14 | ||
| Verizon Communications (VZ) | 0.0 | $698k | -9% | 18k | 39.40 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $684k | NEW | 7.5k | 91.31 | |
| Marriott Intl Cl A (MAR) | 0.0 | $635k | 4.3k | 148.89 | ||
| Booking Holdings (BKNG) | 0.0 | $627k | 311.00 | 2015.28 | ||
| General Electric Com New (GE) | 0.0 | $584k | 7.0k | 83.79 | ||
| Arch Cap Group Ord (ACGL) | 0.0 | $577k | 9.2k | 62.78 | ||
| Amgen (AMGN) | 0.0 | $547k | 2.1k | 262.64 | ||
| Philip Morris International (PM) | 0.0 | $547k | 5.4k | 101.21 | ||
| Goldman Sachs (GS) | 0.0 | $524k | 1.5k | 343.38 | ||
| Meta Platforms Cl A (META) | 0.0 | $518k | -67% | 4.3k | 120.34 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $507k | 2.8k | 183.54 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $458k | 5.5k | 83.76 | ||
| SYSCO Corporation (SYY) | 0.0 | $447k | -9% | 5.8k | 76.45 | |
| Wal-Mart Stores (WMT) | 0.0 | $443k | 3.1k | 141.79 | ||
| At&t (T) | 0.0 | $438k | -13% | 24k | 18.41 | |
| FedEx Corporation (FDX) | 0.0 | $419k | 2.4k | 173.20 | ||
| PPG Industries (PPG) | 0.0 | $417k | 3.3k | 125.74 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $412k | 2.4k | 169.64 | ||
| Avery Dennison Corporation (AVY) | 0.0 | $408k | 2.3k | 181.00 | ||
| FactSet Research Systems (FDS) | 0.0 | $406k | 1.0k | 401.21 | ||
| Essential Utils (WTRG) | 0.0 | $394k | +4% | 8.3k | 47.73 | |
| Shell Spon Ads (SHEL) | 0.0 | $370k | 6.5k | 56.95 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $365k | -4% | 5.9k | 61.64 | |
| Norfolk Southern (NSC) | 0.0 | $363k | 1.5k | 246.42 | ||
| Portland Gen Elec Com New (POR) | 0.0 | $343k | 7.0k | 49.00 | ||
| UnitedHealth (UNH) | 0.0 | $334k | +21% | 630.00 | 530.18 | |
| Hershey Company (HSY) | 0.0 | $334k | 1.4k | 231.57 | ||
| Xylem (XYL) | 0.0 | $319k | +10% | 2.9k | 110.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $302k | -12% | 1.6k | 191.19 | |
| General Mills (GIS) | 0.0 | $292k | 3.5k | 83.85 | ||
| Qualcomm (QCOM) | 0.0 | $264k | 2.4k | 109.94 | ||
| Unilever Spon Adr New (UL) | 0.0 | $264k | 5.2k | 50.35 | ||
| Ameresco Cl A (AMRC) | 0.0 | $260k | 4.6k | 57.14 | ||
| Msa Safety Inc equity (MSA) | 0.0 | $260k | NEW | 1.8k | 144.19 | |
| Wec Energy Group (WEC) | 0.0 | $247k | +10% | 2.6k | 93.76 | |
| Altria (MO) | 0.0 | $247k | 5.4k | 45.71 | ||
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $236k | 12k | 19.85 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $235k | 531.00 | 442.79 | ||
| Synchrony Financial (SYF) | 0.0 | $235k | 7.1k | 32.86 | ||
| Paychex (PAYX) | 0.0 | $231k | 2.0k | 115.56 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $223k | 1.3k | 178.19 | ||
| Crown Castle Intl (CCI) | 0.0 | $217k | 1.6k | 135.64 | ||
| Moody's Corporation (MCO) | 0.0 | $215k | NEW | 770.00 | 278.62 | |
| CSX Corporation (CSX) | 0.0 | $212k | NEW | 6.8k | 30.98 | |
| Visa Com Cl A (V) | 0.0 | $209k | NEW | 1.0k | 207.76 | |
| Waters Corporation (WAT) | 0.0 | $206k | NEW | 600.00 | 342.58 | |
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 0.0 | $204k | NEW | 2.1k | 96.02 | |
| Analog Devices (ADI) | 0.0 | $202k | NEW | 1.2k | 164.03 | |
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 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
- Birch Hill Investment Advisors 2021 Q1 filed April 26, 2021
- Birch Hill Investment Advisors 2020 Q4 filed Jan. 27, 2021
- Birch Hill Investment Advisors 2020 Q3 filed Oct. 22, 2020
- Birch Hill Investment Advisors 2020 Q2 filed Aug. 10, 2020
- Birch Hill Investment Advisors 2020 Q1 filed April 20, 2020
- Birch Hill Investment Advisors 2019 Q4 filed Jan. 17, 2020
- Birch Hill Investment Advisors 2019 Q3 filed Oct. 16, 2019
- Birch Hill Investment Advisors 2019 Q2 filed July 22, 2019
- Birch Hill Investment Advisors 2019 Q1 filed May 14, 2019