Birch Hill Investment Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Birch Hill Investment Advisors

Companies in the Birch Hill Investment Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.5 $103M -6% 335k 308.31
Berkshire Hathaway Cl B Cl B New (BRK.B) 5.1 $95M -5% 269k 352.91
Amazon (AMZN) 5.0 $94M 29k 3259.95
Marsh & McLennan Companies (MMC) 4.5 $85M -5% 497k 170.42
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 4.2 $79M -5% 28k 2781.34
Apple (AAPL) 3.7 $70M -4% 398k 174.61
CVS Caremark Corporation (CVS) 3.5 $65M -5% 638k 101.21
Fiserv (FISV) 3.3 $62M -3% 616k 101.40
Vertex Pharmaceuticals Incorporated (VRTX) 3.3 $61M -5% 234k 260.97
Merck & Co (MRK) 3.0 $56M -4% 680k 82.05
Bank of America Corporation (BAC) 2.7 $51M -4% 1.2M 41.22
TJX Companies (TJX) 2.7 $50M 826k 60.58
Ecolab (ECL) 2.6 $50M -3% 280k 176.56
Gentex Corporation (GNTX) 2.5 $48M -2% 1.6M 29.17

Setup an alert

Birch Hill Investment Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

United Parcel Service CL B (UPS) 2.5 $47M -4% 217k 214.46
Edwards Lifesciences (EW) 2.4 $46M 389k 117.72
Alphabet Inc-cl C Cap Stk Cl C (GOOG) 2.2 $41M -4% 15k 2793.00
Johnson & Johnson (JNJ) 2.1 $39M -2% 220k 177.23
International Business Machines (IBM) 2.0 $38M +3988% 294k 130.02
Eastern Bankshares (EBC) 2.0 $38M 1.8M 21.54
Constellation Brands Cl A Cl A (STZ) 2.0 $37M -4% 160k 230.32
Intel Corporation (INTC) 2.0 $37M -5% 741k 49.56
Costco Wholesale Corporation (COST) 1.9 $36M -10% 62k 575.84
Procter & Gamble Company (PG) 1.8 $34M -11% 222k 152.80
Mastercard Inc Cl A Cl A (MA) 1.6 $31M 86k 357.38
Mondelez International Cl A (MDLZ) 1.6 $30M -19% 480k 62.78
Cdk Global Inc equities (CDK) 1.4 $26M 533k 48.68
Masco Corporation (MAS) 1.3 $24M 462k 51.00
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 1.0 $18M +16% 41k 453.68
Pepsi (PEP) 1.0 $18M 107k 167.38
Laboratory Corp Of Amer Hldgs Com New (LH) 0.9 $17M -12% 64k 263.66
JPMorgan Chase & Co. (JPM) 0.9 $16M 119k 136.32
W.W. Grainger (GWW) 0.7 $14M -2% 27k 515.80
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.7 $13M +13% 123k 107.88
Nutrien (NTR) 0.7 $13M -54% 125k 103.99
Mc Cormick & Co Com Non Vtg (MKC) 0.6 $11M 107k 99.80
Colgate-Palmolive Company (CL) 0.6 $10M 137k 75.83
Wabtec Corporation (WAB) 0.5 $10M -7% 105k 96.17
Accenture Shs Class A (ACN) 0.5 $9.8M 29k 337.25
Uber Technologies (UBER) 0.5 $9.2M -5% 259k 35.68
S&p Global (SPGI) 0.5 $9.2M +8% 22k 410.19
Union Pacific Corporation (UNP) 0.5 $9.0M -4% 33k 273.22
Zimmer Holdings (ZBH) 0.4 $7.8M -34% 61k 127.90
Coca-Cola Company (KO) 0.4 $7.7M 124k 62.00
Boston Properties (BXP) 0.4 $7.4M -20% 58k 128.81
Watts Water Technologies - A Cl A (WTS) 0.4 $7.3M 52k 139.59
Automatic Data Processing (ADP) 0.4 $7.1M -2% 31k 227.54
Us Bancorp Com New (USB) 0.4 $6.8M -12% 129k 53.15
Walt Disney Company (DIS) 0.3 $6.5M +9% 47k 137.17
Exxon Mobil Corporation (XOM) 0.3 $6.4M 78k 82.59
Raytheon Technologies Corp (RTX) 0.3 $6.0M -20% 61k 99.07
Nextera Energy (NEE) 0.3 $5.9M 69k 84.71
Meta Platforms Cl A (FB) 0.3 $5.8M -54% 26k 222.37
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.3 $5.8M -5% 79k 73.60
Trane Technologies SHS (TT) 0.3 $5.6M 36k 152.69
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) 0.3 $5.4M 117k 46.13
Comcast Cl A Cl A (CMCSA) 0.3 $5.0M -2% 108k 46.82
Rockwell Automation (ROK) 0.3 $5.0M -8% 18k 280.02
Thermo Fisher Scientific (TMO) 0.3 $4.7M 8.0k 590.63
Abbvie (ABBV) 0.2 $4.7M 29k 162.10
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.2 $4.5M +17% 17k 268.33
Amphenol Corp - Cl A Cl A (APH) 0.2 $4.4M -6% 59k 75.35
Home Depot (HD) 0.2 $4.3M 14k 299.35
Adobe Systems Incorporated (ADBE) 0.2 $4.2M +14% 9.2k 455.65
salesforce (CRM) 0.2 $4.0M +15% 19k 212.34
Abbott Laboratories (ABT) 0.2 $3.6M -7% 31k 118.38
Emerson Electric (EMR) 0.2 $3.2M 33k 98.05
Vanguard Ftse Etf Developed Ma Ftse Dev Mkt Etf (VEA) 0.2 $3.1M +9% 66k 48.03
Oracle Corporation (ORCL) 0.2 $3.1M -21% 38k 82.74
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $2.7M -17% 13k 205.30
Broadcom (AVGO) 0.1 $2.7M 4.2k 629.69
Ishares Msci Emerging Mkts Etf Msci Emg Mkt Etf (EEM) 0.1 $2.6M 58k 45.15
Chevron Corporation (CVX) 0.1 $2.6M -6% 16k 162.82
Nike Inc Cl B CL B (NKE) 0.1 $2.5M +3% 18k 134.56
Air Products & Chemicals (APD) 0.1 $2.2M 8.6k 249.91
Illinois Tool Works (ITW) 0.1 $1.9M 9.3k 209.39
3M Company (MMM) 0.1 $1.9M 13k 148.86
Alcon Ord Shs (ALC) 0.1 $1.9M +84% 24k 79.33
Energy Select Sector Spdr Fund Energy (XLE) 0.1 $1.9M +14% 25k 76.46
Carlisle Companies (CSL) 0.1 $1.9M -2% 7.6k 245.93
Linde Public SHS (LIN) 0.1 $1.8M +3% 5.6k 319.39
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.8M -3% 3.9k 451.63
Dominion Resources (D) 0.1 $1.7M 20k 84.99
Deere & Company (DE) 0.1 $1.7M 4.1k 415.44
Donaldson Company (DCI) 0.1 $1.7M -52% 32k 51.94
Ingersoll Rand (IR) 0.1 $1.6M 32k 50.34
Allegion Ord Shs (ALLE) 0.1 $1.6M 14k 109.79
McDonald's Corporation (MCD) 0.1 $1.5M 6.3k 247.28
Pfizer (PFE) 0.1 $1.5M -2% 30k 51.78
Carrier Global Corporation (CARR) 0.1 $1.4M -6% 31k 45.88
Bristol Myers Squibb (BMY) 0.1 $1.4M +9% 19k 73.03
Roper Industries (ROP) 0.1 $1.4M 2.9k 472.13
Materials Select Sector Spdr Sbi Materials (XLB) 0.1 $1.3M +52% 15k 88.15
Otis Worldwide Corp (OTIS) 0.1 $1.2M -10% 16k 76.95
Verizon Communications (VZ) 0.1 $1.2M 23k 50.95
Dover Corporation (DOV) 0.1 $1.1M 7.1k 156.86
NVIDIA Corporation (NVDA) 0.1 $1.1M 3.9k 272.77
IDEXX Laboratories (IDXX) 0.1 $1.1M 1.9k 546.88
American Express Company (AXP) 0.1 $1.0M 5.6k 186.96
Waste Management (WM) 0.1 $991k 6.3k 158.46
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.1 $968k 4.1k 237.90
Vanguard S&p 500 S&p 500 Etf Shs (VOO) 0.1 $951k 2.3k 415.28
Caterpillar (CAT) 0.1 $939k 4.2k 222.83
Duke Energy Corp Com New (DUK) 0.0 $881k 7.9k 111.69
Ishares Tr Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $854k 11k 78.02
Danaher Corporation (DHR) 0.0 $815k 2.8k 293.48
Becton, Dickinson and (BDX) 0.0 $812k 3.1k 265.97
Marriott Intl Cl A (MAR) 0.0 $745k 4.2k 175.75
Booking Holdings (BKNG) 0.0 $730k 311.00 2347.27
At&t (T) 0.0 $700k 30k 23.64
Wal-Mart Stores (WMT) 0.0 $610k -27% 4.1k 148.82
SYSCO Corporation (SYY) 0.0 $592k -6% 7.2k 81.70
Vanguard Index Fds Small Cp Et Small Cp Etf (VB) 0.0 $587k 2.8k 212.53
FedEx Corporation (FDX) 0.0 $560k -14% 2.4k 231.50
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.0 $527k 5.5k 96.29
Vanguard Us Stock Index Etf Total Stk Mkt (VTI) 0.0 $526k -7% 2.3k 227.80
Tesla Motors (TSLA) 0.0 $512k 475.00 1077.89
Goldman Sachs (GS) 0.0 $511k 1.5k 330.32
Philip Morris International (PM) 0.0 $507k +12% 5.4k 93.89
Amgen (AMGN) 0.0 $501k 2.1k 241.68
Arch Capital Group Ltd Ord Ord (ACGL) 0.0 $460k 9.5k 48.45
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $452k 6.5k 69.58
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV) 0.0 $446k -2% 1.7k 262.35
FactSet Research Systems (FDS) 0.0 $439k 1.0k 433.79
Spdr Gold Trust Gold Shs (GLD) 0.0 $438k -5% 2.4k 180.47
PPG Industries (PPG) 0.0 $429k 3.3k 131.19
Norfolk Southern (NSC) 0.0 $420k 1.5k 284.94
Essential Utils (WTRG) 0.0 $404k -9% 7.9k 51.18
Synchrony Financial (SYF) 0.0 $401k 12k 34.80
Portland Gen Elec Com New (POR) 0.0 $397k 7.2k 55.14
Avery Dennison Corporation (AVY) 0.0 $397k 2.3k 173.89
Hp (HPQ) 0.0 $371k 10k 36.26
First Trust Global Tactical FST TR GLB FD (FTGC) 0.0 $370k 13k 28.46
Qualcomm (QCOM) 0.0 $367k 2.4k 152.92
Ameresco Inc Cl A Cl A (AMRC) 0.0 $362k 4.6k 79.56
Hershey Company (HSY) 0.0 $312k -10% 1.4k 216.67
SVB Financial (SIVB) 0.0 $308k 550.00 560.00
Illumina (ILMN) 0.0 $297k 850.00 349.41
Crown Castle Intl (CCI) 0.0 $295k 1.6k 184.38
Altria (MO) 0.0 $282k +12% 5.4k 52.17
Medtronics SHS (MDT) 0.0 $276k -3% 2.5k 111.07
Paychex (PAYX) 0.0 $273k 2.0k 136.50
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.0 $271k 1.2k 235.45
UnitedHealth (UNH) 0.0 $265k 519.00 510.60
Unilever Spon Adr New (UL) 0.0 $265k -15% 5.8k 45.65
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.0 $260k 531.00 489.64
Moody's Corporation (MCO) 0.0 $260k 770.00 337.66
CSX Corporation (CSX) 0.0 $256k 6.8k 37.39
Diageo P L C Spon Adr New (DEO) 0.0 $254k 1.3k 203.20
Wec Energy Group (WEC) 0.0 $239k 2.4k 99.71
Msa Safety Inc equity (MSA) 0.0 $239k 1.8k 132.78
General Mills (GIS) 0.0 $236k 3.5k 67.82
Schlumberger (SLB) 0.0 $235k NEW 5.7k 41.26
Xylem (XYL) 0.0 $234k 2.8k 85.09
Spdr S&p Emerging Asia Pacific Asia Pacif Etf (GMF) 0.0 $233k -18% 2.1k 109.85
Honeywell International (HON) 0.0 $226k -38% 1.2k 194.49
Boeing Company (BA) 0.0 $224k NEW 1.2k 191.45
Wisdomtree Us Large Cap Divide Us Largecap Divd (DLN) 0.0 $210k 3.2k 65.62
Morgan Stanley Com New (MS) 0.0 $208k -11% 2.4k 87.47
Analog Devices (ADI) 0.0 $204k 1.2k 165.32
Ishares Msci Acwi Ex Us Etf Msci Acwi Ex Us (ACWX) 0.0 $203k 3.9k 52.28

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