Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Dec. 31, 2022

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 (FI) 4.0 $62M 618k 101.07
Vertex Pharmaceuticals Incorporated (VRTX) 3.8 $59M 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 175k 257.57
CVS Caremark Corporation (CVS) 2.8 $44M 474k 93.19
International Business Machines (IBM) 2.7 $43M 302k 140.89
Ecolab (ECL) 2.7 $42M 286k 145.56
Bank of America Corporation (BAC) 2.7 $42M 1.3M 33.12
Gentex Corporation (GNTX) 2.5 $40M 1.5M 27.27
Johnson & Johnson (JNJ) 2.4 $38M 214k 176.65
Kroger (KR) 2.2 $35M 783k 44.58
United Parcel Service CL B (UPS) 2.2 $34M 198k 173.84
Constellation Brands Cl A (STZ) 2.1 $34M 145k 231.75
Eastern Bankshares (EBC) 2.0 $32M 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 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 1.0 $16M 68k 235.48
Ishares Tr Core S&p500 Etf (IVV) 1.0 $16M 42k 384.21
Masco Corporation (MAS) 1.0 $15M 323k 46.67
W.W. Grainger (GWW) 0.9 $14M 26k 556.25
Procter & Gamble Company (PG) 0.7 $12M 77k 151.56
Amphenol Corp Cl A (APH) 0.7 $11M 147k 76.14
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $11M 115k 94.64
Alcon Ord Shs (ALC) 0.7 $10M 151k 68.55
Wabtec Corporation (WAB) 0.6 $9.8M 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 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 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 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 125k 38.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.7M 20k 241.89
Us Bancorp Del Com New (USB) 0.3 $4.7M 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 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 86k 34.97
Lincoln Electric Holdings (LECO) 0.2 $3.0M 21k 144.49
Chevron Corporation (CVX) 0.2 $2.9M 16k 179.49
Oracle Corporation (ORCL) 0.2 $2.9M 36k 81.74
Air Products & Chemicals (APD) 0.2 $2.8M 9.0k 308.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.5M 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 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 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 15k 132.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.8M 48k 37.90
Carlisle Companies (CSL) 0.1 $1.8M 7.6k 235.65
Linde SHS 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 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 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 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 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 18k 39.40
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $684k 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 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 5.8k 76.45
Wal-Mart Stores (WMT) 0.0 $443k 3.1k 141.79
At&t (T) 0.0 $438k 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 8.3k 47.73
Shell Spon Ads (SHEL) 0.0 $370k 6.5k 56.95
Ishares Tr Core Msci Eafe (IEFA) 0.0 $365k 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 630.00 530.18
Hershey Company (HSY) 0.0 $334k 1.4k 231.57
Xylem (XYL) 0.0 $319k 2.9k 110.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $302k 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 1.8k 144.19
Wec Energy Group (WEC) 0.0 $247k 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 770.00 278.62
CSX Corporation (CSX) 0.0 $212k 6.8k 30.98
Visa Com Cl A (V) 0.0 $209k 1.0k 207.76
Waters Corporation (WAT) 0.0 $206k 600.00 342.58
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.0 $204k 2.1k 96.02
Analog Devices (ADI) 0.0 $202k 1.2k 164.03