Birch Hill Investment Advisors

Birch Hill Investment Advisors as of March 31, 2023

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 159 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.7 $92M 318k 288.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $76M 246k 308.77
Marsh & McLennan Companies (MMC) 4.5 $73M 437k 166.55
Fiserv (FI) 4.3 $70M 619k 113.03
Vertex Pharmaceuticals Incorporated (VRTX) 3.7 $60M 191k 315.07
Apple (AAPL) 3.7 $60M 363k 164.90
Amazon (AMZN) 3.7 $60M 578k 103.29
TJX Companies (TJX) 3.7 $60M 762k 78.36
Alphabet Cap Stk Cl A (GOOGL) 3.5 $56M 537k 103.73
Ecolab (ECL) 3.1 $50M 304k 165.53
Rockwell Automation (ROK) 3.1 $50M 171k 293.45
Merck & Co (MRK) 3.1 $50M 471k 106.39
Kroger (KR) 2.8 $45M 909k 49.37
International Business Machines (IBM) 2.3 $37M 283k 131.09
CVS Caremark Corporation (CVS) 2.2 $35M 466k 74.31
Bank of America Corporation (BAC) 2.1 $35M 1.2M 28.60
Gentex Corporation (GNTX) 2.1 $35M 1.2M 28.03
Intuit (INTU) 2.0 $33M 73k 445.83
Edwards Lifesciences (EW) 2.0 $32M 386k 82.73
Constellation Brands Cl A (STZ) 1.9 $31M 139k 225.89
Johnson & Johnson (JNJ) 1.9 $31M 198k 155.00
Mastercard Incorporated Cl A (MA) 1.9 $30M 82k 363.41
Lincoln Electric Holdings (LECO) 1.8 $29M 169k 169.10
Alphabet Cap Stk Cl C (GOOG) 1.7 $28M 265k 104.00
Mondelez Intl Cl A (MDLZ) 1.7 $27M 389k 69.72
Costco Wholesale Corporation (COST) 1.6 $25M 50k 496.87
United Parcel Service CL B (UPS) 1.4 $23M 118k 193.99
Ishares Tr Core S&p500 Etf (IVV) 1.1 $18M 44k 411.08
Laboratory Corp Amer Hldgs Com New (LH) 1.0 $17M 73k 229.42
Pepsi (PEP) 1.0 $17M 91k 182.30
W.W. Grainger (GWW) 1.0 $16M 24k 688.81
JPMorgan Chase & Co. (JPM) 1.0 $16M 124k 130.31
Masco Corporation (MAS) 0.8 $13M 255k 49.72
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $13M 129k 96.70
Amphenol Corp Cl A (APH) 0.8 $12M 148k 81.72
Alcon Ord Shs (ALC) 0.7 $12M 163k 70.54
Watts Water Technologies Cl A (WTS) 0.7 $11M 64k 168.32
Procter & Gamble Company (PG) 0.6 $9.0M 60k 148.69
Wabtec Corporation (WAB) 0.5 $8.7M 86k 101.06
Mccormick & Co Com Non Vtg (MKC) 0.5 $8.6M 104k 83.21
Accenture Plc Ireland Shs Class A (ACN) 0.5 $8.3M 29k 285.81
Exxon Mobil Corporation (XOM) 0.5 $8.2M 75k 109.66
Eastern Bankshares (EBC) 0.5 $7.4M 584k 12.62
Colgate-Palmolive Company (CL) 0.4 $7.1M 94k 75.15
Coca-Cola Company (KO) 0.4 $6.7M 109k 62.03
Trane Technologies SHS (TT) 0.4 $6.7M 36k 183.98
Automatic Data Processing (ADP) 0.4 $6.7M 30k 222.63
S&p Global (SPGI) 0.4 $5.9M 17k 344.77
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.6M 78k 71.52
Union Pacific Corporation (UNP) 0.3 $5.3M 26k 201.26
Nextera Energy (NEE) 0.3 $5.3M 69k 77.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.1M 126k 40.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $5.1M 20k 250.16
Raytheon Technologies Corp (RTX) 0.3 $4.9M 50k 97.93
Thermo Fisher Scientific (TMO) 0.3 $4.6M 7.9k 576.37
Abbvie (ABBV) 0.3 $4.5M 28k 159.37
Home Depot (HD) 0.3 $4.2M 14k 295.12
Boston Properties (BXP) 0.2 $3.9M 72k 54.12
Zimmer Holdings (ZBH) 0.2 $3.8M 29k 129.20
Us Bancorp Del Com New (USB) 0.2 $3.6M 100k 36.05
Oracle Corporation (ORCL) 0.2 $3.3M 35k 92.92
salesforce (CRM) 0.2 $3.0M 15k 199.78
Walt Disney Company (DIS) 0.2 $2.9M 29k 100.13
Adobe Systems Incorporated (ADBE) 0.2 $2.8M 7.4k 385.37
Abbott Laboratories (ABT) 0.2 $2.8M 27k 101.26
Emerson Electric (EMR) 0.2 $2.7M 32k 87.14
Air Products & Chemicals (APD) 0.2 $2.7M 9.3k 287.21
Broadcom (AVGO) 0.2 $2.6M 4.1k 641.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.6M 58k 45.17
Comcast Corp Cl A (CMCSA) 0.2 $2.6M 69k 37.91
Chevron Corporation (CVX) 0.2 $2.6M 16k 163.16
Nike CL B (NKE) 0.1 $2.4M 20k 122.64
Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M 27k 82.83
Illinois Tool Works (ITW) 0.1 $2.2M 9.2k 243.45
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.2M 12k 178.40
Uber Technologies (UBER) 0.1 $2.0M 64k 31.70
Linde SHS (LIN) 0.1 $1.9M 5.3k 355.41
Ingersoll Rand (IR) 0.1 $1.9M 32k 58.18
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.8M 45k 39.46
Nutrien (NTR) 0.1 $1.7M 24k 73.85
McDonald's Corporation (MCD) 0.1 $1.7M 6.1k 279.61
Carlisle Companies (CSL) 0.1 $1.7M 7.5k 226.07
Deere & Company (DE) 0.1 $1.7M 4.0k 412.88
Intel Corporation (INTC) 0.1 $1.6M 49k 32.67
Allegion Ord Shs (ALLE) 0.1 $1.5M 14k 106.73
Bristol Myers Squibb (BMY) 0.1 $1.3M 18k 69.31
Roper Industries (ROP) 0.1 $1.3M 2.9k 440.69
NVIDIA Corporation (NVDA) 0.1 $1.2M 4.5k 277.77
Pfizer (PFE) 0.1 $1.2M 29k 40.80
Otis Worldwide Corp (OTIS) 0.1 $1.1M 14k 84.40
Dominion Resources (D) 0.1 $1.1M 20k 55.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.1M 2.8k 409.39
3M Company (MMM) 0.1 $1.1M 10k 105.11
Dover Corporation (DOV) 0.1 $1.1M 7.0k 151.94
Carrier Global Corporation (CARR) 0.1 $1.1M 23k 45.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.0M 2.7k 376.07
Waste Management (WM) 0.1 $981k 6.0k 163.17
Caterpillar (CAT) 0.1 $964k 4.2k 228.84
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $957k 10k 93.59
IDEXX Laboratories (IDXX) 0.1 $945k 1.9k 500.08
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $852k 4.0k 210.92
Booking Holdings (BKNG) 0.1 $825k 311.00 2652.41
CarMax (KMX) 0.0 $797k 12k 64.28
Duke Energy Corp Com New (DUK) 0.0 $761k 7.9k 96.47
Becton, Dickinson and (BDX) 0.0 $747k 3.0k 247.54
Marriott Intl Cl A (MAR) 0.0 $708k 4.3k 166.04
Danaher Corporation (DHR) 0.0 $700k 2.8k 252.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $694k 9.9k 69.92
Verizon Communications (VZ) 0.0 $676k 17k 38.89
General Electric Com New (GE) 0.0 $666k 7.0k 95.60
Meta Platforms Cl A (META) 0.0 $645k 3.0k 211.94
Hilton Worldwide Holdings (HLT) 0.0 $640k 4.5k 140.87
Arch Cap Group Ord (ACGL) 0.0 $577k 8.5k 67.87
FedEx Corporation (FDX) 0.0 $553k 2.4k 228.49
Philip Morris International (PM) 0.0 $525k 5.4k 97.25
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $513k 5.5k 93.68
Goldman Sachs (GS) 0.0 $499k 1.5k 327.11
Vanguard Index Fds Small Cp Etf (VB) 0.0 $499k 2.6k 189.56
Amgen (AMGN) 0.0 $499k 2.1k 241.75
At&t (T) 0.0 $466k 24k 19.25
Wal-Mart Stores (WMT) 0.0 $460k 3.1k 147.45
SYSCO Corporation (SYY) 0.0 $452k 5.8k 77.23
PPG Industries (PPG) 0.0 $443k 3.3k 133.58
American Express Company (AXP) 0.0 $422k 2.6k 164.95
FactSet Research Systems (FDS) 0.0 $420k 1.0k 415.09
Spdr Gold Tr Gold Shs (GLD) 0.0 $417k 2.3k 183.22
Avery Dennison Corporation (AVY) 0.0 $403k 2.3k 178.93
Ishares Tr Core Msci Eafe (IEFA) 0.0 $396k 5.9k 66.85
Shell Spon Ads (SHEL) 0.0 $374k 6.5k 57.54
Essential Utils (WTRG) 0.0 $360k 8.3k 43.65
Tesla Motors (TSLA) 0.0 $352k 1.7k 207.46
Portland Gen Elec Com New (POR) 0.0 $333k 6.8k 48.89
Hershey Company (HSY) 0.0 $316k 1.2k 254.41
Norfolk Southern (NSC) 0.0 $313k 1.5k 212.00
Qualcomm (QCOM) 0.0 $306k 2.4k 127.58
General Mills (GIS) 0.0 $297k 3.5k 85.46
Xylem (XYL) 0.0 $272k 2.6k 104.70
Unilever Spon Adr New (UL) 0.0 $265k 5.1k 51.93
Wec Energy Group (WEC) 0.0 $250k 2.6k 94.79
UnitedHealth (UNH) 0.0 $245k 519.00 472.59
Altria (MO) 0.0 $241k 5.4k 44.62
Msa Safety Inc equity (MSA) 0.0 $240k 1.8k 133.50
Moody's Corporation (MCO) 0.0 $236k 770.00 306.02
Vanguard World Mega Grwth Ind (MGK) 0.0 $235k 1.2k 204.51
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $235k 12k 19.78
Paychex (PAYX) 0.0 $229k 2.0k 114.59
Visa Com Cl A (V) 0.0 $228k 1.0k 225.46
Diageo Spon Adr New (DEO) 0.0 $227k 1.3k 181.18
Ameresco Cl A (AMRC) 0.0 $224k 4.6k 49.22
Analog Devices (ADI) 0.0 $224k 1.1k 197.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $219k 478.00 458.41
Crown Castle Intl (CCI) 0.0 $214k 1.6k 133.84
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.0 $213k 2.1k 100.34
Waters Corporation (WAT) 0.0 $212k 683.00 309.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $210k 1.0k 204.10
Synchrony Financial (SYF) 0.0 $208k 7.1k 29.08
Boeing Company (BA) 0.0 $206k 970.00 212.43
CSX Corporation (CSX) 0.0 $205k 6.8k 29.94
Medtronic SHS (MDT) 0.0 $200k 2.5k 80.62