Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Sept. 30, 2022

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 146 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.2 $76M 328k 232.90
Marsh & McLennan Companies (MMC) 4.6 $68M 457k 149.29
Berkshire Hathaway Cl B Cl B New (BRK.B) 4.6 $68M 255k 267.02
Amazon (AMZN) 4.4 $65M 572k 113.00
Vertex Pharmaceuticals Incorporated (VRTX) 4.1 $61M 211k 289.54
Fiserv (FI) 3.9 $57M 610k 93.57
CVS Caremark Corporation (CVS) 3.6 $53M 560k 95.37
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) 3.6 $53M 555k 95.65
Merck & Co (MRK) 3.6 $53M 613k 86.12
Apple (AAPL) 3.5 $52M 378k 138.20
TJX Companies (TJX) 3.4 $51M 814k 62.12
Ecolab (ECL) 2.7 $40M 279k 144.42
Gentex Corporation (GNTX) 2.6 $39M 1.6M 23.84
Bank of America Corporation (BAC) 2.5 $38M 1.2M 30.20
Rockwell Automation (ROK) 2.5 $37M 170k 215.11
International Business Machines (IBM) 2.5 $36M 306k 118.81
Eastern Bankshares (EBC) 2.4 $35M 1.8M 19.64
Johnson & Johnson (JNJ) 2.4 $35M 214k 163.36
United Parcel Service CL B (UPS) 2.2 $33M 205k 161.54
Constellation Brands Cl A Cl A (STZ) 2.2 $33M 144k 229.68
Edwards Lifesciences (EW) 2.1 $31M 380k 82.63
Kroger (KR) 2.0 $30M 684k 43.75
Alphabet Inc-cl C Cap Stk Cl C (GOOG) 1.7 $26M 269k 96.15
Costco Wholesale Corporation (COST) 1.7 $25M 53k 472.27
Mastercard Inc Cl A Cl A (MA) 1.6 $24M 85k 284.34
Mondelez International Cl A (MDLZ) 1.6 $24M 430k 54.83
Masco Corporation (MAS) 1.5 $23M 483k 46.69
Pepsi (PEP) 1.1 $16M 97k 163.26
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 1.0 $15M 42k 358.66
Laboratory Corp Of Amer Hldgs Com New (LH) 0.9 $13M 66k 204.81
JPMorgan Chase & Co. (JPM) 0.9 $13M 124k 104.50
W.W. Grainger (GWW) 0.9 $13M 26k 489.19
Procter & Gamble Company (PG) 0.7 $10M 82k 126.25
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 0.7 $10M 116k 87.19
Amphenol Corp - Cl A Cl A (APH) 0.7 $9.7M 144k 66.96
Wabtec Corporation (WAB) 0.6 $8.2M 101k 81.35
Watts Water Technologies - A Cl A (WTS) 0.6 $8.2M 65k 125.74
Accenture Shs Class A (ACN) 0.5 $7.5M 29k 257.31
Mccormick & Co Com Non Vtg (MKC) 0.5 $7.4M 104k 71.27
Colgate-Palmolive Company (CL) 0.5 $7.1M 102k 70.25
Intel Corporation (INTC) 0.5 $7.0M 271k 25.77
Automatic Data Processing (ADP) 0.5 $6.9M 31k 226.18
Exxon Mobil Corporation (XOM) 0.4 $6.6M 76k 87.31
Coca-Cola Company (KO) 0.4 $6.2M 111k 56.02
S&p Global (SPGI) 0.4 $5.5M 18k 305.34
Boston Properties (BXP) 0.4 $5.5M 73k 74.97
Nextera Energy (NEE) 0.4 $5.3M 68k 78.41
Trane Technologies SHS (TT) 0.4 $5.3M 36k 144.80
Union Pacific Corporation (UNP) 0.3 $5.1M 26k 194.82
Us Bancorp Com New (USB) 0.3 $4.6M 115k 40.32
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) 0.3 $4.5M 80k 56.01
Zimmer Holdings (ZBH) 0.3 $4.3M 41k 104.55
Raytheon Technologies Corp (RTX) 0.3 $4.2M 51k 81.87
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) 0.3 $4.2M 115k 36.49
Thermo Fisher Scientific (TMO) 0.3 $4.1M 8.0k 507.24
Home Depot (HD) 0.3 $4.0M 14k 275.92
Abbvie (ABBV) 0.3 $3.8M 29k 134.20
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 0.3 $3.7M 17k 219.28
salesforce (CRM) 0.2 $3.0M 21k 143.84
Comcast Cl A Cl A (CMCSA) 0.2 $2.9M 100k 29.33
Abbott Laboratories (ABT) 0.2 $2.9M 30k 96.76
Walt Disney Company (DIS) 0.2 $2.7M 29k 94.34
Nutrien (NTR) 0.2 $2.5M 30k 83.37
Vanguard Ftse Etf Developed Ma Van Ftse Dev Mkt (VEA) 0.2 $2.4M 65k 36.36
Emerson Electric (EMR) 0.2 $2.4M 32k 73.21
Adobe Systems Incorporated (ADBE) 0.2 $2.3M 8.3k 275.20
Chevron Corporation (CVX) 0.2 $2.3M 16k 143.69
Oracle Corporation (ORCL) 0.1 $2.2M 36k 61.08
Carlisle Companies (CSL) 0.1 $2.1M 7.6k 280.38
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $2.1M 13k 164.90
Air Products & Chemicals (APD) 0.1 $2.1M 8.8k 232.67
Energy Select Sector Spdr Fund Energy (XLE) 0.1 $1.9M 27k 72.02
Uber Technologies (UBER) 0.1 $1.9M 72k 26.50
Broadcom (AVGO) 0.1 $1.9M 4.2k 444.05
Meta Platforms Cl A (META) 0.1 $1.8M 13k 135.69
Ishares Msci Emerging Mkts Etf Msci Emg Mkt Etf (EEM) 0.1 $1.8M 52k 34.88
Illinois Tool Works (ITW) 0.1 $1.7M 9.3k 180.68
Nike Inc Cl B CL B (NKE) 0.1 $1.6M 19k 83.14
Linde Public SHS 0.1 $1.5M 5.4k 269.52
McDonald's Corporation (MCD) 0.1 $1.4M 6.3k 230.67
3M Company (MMM) 0.1 $1.4M 13k 110.53
Dominion Resources (D) 0.1 $1.4M 20k 69.12
Ingersoll Rand (IR) 0.1 $1.4M 32k 43.27
Bristol Myers Squibb (BMY) 0.1 $1.4M 19k 71.12
Deere & Company (DE) 0.1 $1.3M 4.0k 334.00
Alcon Ord Shs (ALC) 0.1 $1.3M 22k 58.16
Pfizer (PFE) 0.1 $1.3M 30k 43.74
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.1 $1.3M 3.6k 357.30
Allegion Ord Shs (ALLE) 0.1 $1.2M 14k 89.69
Roper Industries (ROP) 0.1 $1.0M 2.9k 359.58
Otis Worldwide Corp (OTIS) 0.1 $980k 15k 63.82
Waste Management (WM) 0.1 $970k 6.1k 160.22
Carrier Global Corporation (CARR) 0.1 $867k 24k 35.54
Dover Corporation (DOV) 0.1 $832k 7.1k 116.53
Vanguard Mid-cap Etf Mid Cap Etf (VO) 0.1 $759k 4.0k 187.96
Vanguard S&p 500 S&p 500 Etf Shs (VOO) 0.1 $758k 2.3k 328.14
Verizon Communications (VZ) 0.1 $743k 20k 37.97
American Express Company (AXP) 0.0 $735k 5.5k 134.86
Duke Energy Corp Com New (DUK) 0.0 $734k 7.9k 93.05
Danaher Corporation (DHR) 0.0 $717k 2.8k 258.19
Caterpillar (CAT) 0.0 $691k 4.2k 163.98
Ishares Tr Russell Midcap Etf Rus Mid Cap Etf (IWR) 0.0 $680k 11k 62.12
Becton, Dickinson and (BDX) 0.0 $673k 3.0k 223.00
IDEXX Laboratories (IDXX) 0.0 $626k 1.9k 326.04
Marriott Intl Cl A (MAR) 0.0 $594k 4.2k 140.13
NVIDIA Corporation (NVDA) 0.0 $588k 4.8k 121.49
Booking Holdings (BKNG) 0.0 $511k 311.00 1643.09
Amgen (AMGN) 0.0 $476k 2.1k 225.27
Vanguard Index Fds Small Cp Et Small Cp Etf (VB) 0.0 $472k 2.8k 170.89
SYSCO Corporation (SYY) 0.0 $456k 6.4k 70.74
Philip Morris International (PM) 0.0 $448k 5.4k 82.96
Goldman Sachs (GS) 0.0 $447k 1.5k 293.11
General Electric Com New (GE) 0.0 $431k 7.0k 61.86
At&t (T) 0.0 $424k 28k 15.36
Arch Capital Group Ltd Ord Ord (ACGL) 0.0 $419k 9.2k 45.57
Wal-Mart Stores (WMT) 0.0 $405k 3.1k 129.77
FactSet Research Systems (FDS) 0.0 $405k 1.0k 400.20
Ishares Msci Eafe Growth Etf Eafe Grwth Etf (EFG) 0.0 $397k 5.5k 72.54
Spdr Gold Trust Gold Shs (GLD) 0.0 $375k 2.4k 154.51
Avery Dennison Corporation (AVY) 0.0 $371k 2.3k 162.51
PPG Industries (PPG) 0.0 $367k 3.3k 110.71
FedEx Corporation (FDX) 0.0 $359k 2.4k 148.41
Essential Utils (WTRG) 0.0 $327k 7.9k 41.43
Vanguard Us Stock Index Etf Total Stk Mkt (VTI) 0.0 $326k 1.8k 179.52
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.0 $325k 6.2k 52.71
Shell Spon Ads (SHEL) 0.0 $323k 6.5k 49.69
Tesla Motors (TSLA) 0.0 $322k 1.2k 265.02
Hershey Company (HSY) 0.0 $317k 1.4k 220.14
Norfolk Southern (NSC) 0.0 $309k 1.5k 209.63
Portland Gen Elec Com New (POR) 0.0 $304k 7.0k 43.43
Ameresco Inc Cl A Cl A (AMRC) 0.0 $302k 4.6k 66.37
Qualcomm (QCOM) 0.0 $271k 2.4k 112.92
General Mills (GIS) 0.0 $267k 3.5k 76.72
UnitedHealth (UNH) 0.0 $262k 519.00 504.82
Crown Castle Intl (CCI) 0.0 $231k 1.6k 144.38
Unilever Spon Adr New (UL) 0.0 $230k 5.2k 43.89
Ishares Global Clean Energy Et Gl Clean Ene Etf (ICLN) 0.0 $227k 12k 19.13
Xylem (XYL) 0.0 $227k 2.6k 87.31
Paychex (PAYX) 0.0 $224k 2.0k 112.00
Altria (MO) 0.0 $218k 5.4k 40.37
Wec Energy Group (WEC) 0.0 $214k 2.4k 89.28
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY) 0.0 $213k 531.00 401.13
Diageo P L C Spon Adr New (DEO) 0.0 $212k 1.3k 169.60
Vanguard Mega Cap Growth Mega Grwth Ind (MGK) 0.0 $201k 1.2k 174.63
Medtronics SHS (MDT) 0.0 $201k 2.5k 80.89
Synchrony Financial (SYF) 0.0 $201k 7.1k 28.17