Birch Hill Investment Advisors

Birch Hill Investment Advisors as of June 30, 2023

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 157 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.9 $102M 301k 340.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $82M 242k 341.00
Marsh & McLennan Companies (MMC) 4.7 $82M 436k 188.08
Fiserv (FI) 4.6 $80M 632k 126.15
Amazon (AMZN) 4.3 $75M 572k 130.36
Apple (AAPL) 4.0 $70M 361k 193.97
Vertex Pharmaceuticals Incorporated (VRTX) 3.8 $66M 187k 351.91
Alphabet Cap Stk Cl A (GOOGL) 3.6 $64M 531k 119.70
TJX Companies (TJX) 3.6 $63M 744k 84.79
Ecolab (ECL) 3.3 $57M 304k 186.69
Rockwell Automation (ROK) 3.2 $56M 171k 329.45
Merck & Co (MRK) 3.1 $54M 466k 115.39
Kroger (KR) 2.5 $43M 924k 47.00
International Business Machines (IBM) 2.1 $37M 275k 133.81
Intuit (INTU) 2.1 $37M 80k 458.19
Edwards Lifesciences (EW) 2.1 $37M 387k 94.33
Constellation Brands Cl A (STZ) 2.1 $36M 146k 246.13
Lincoln Electric Holdings (LECO) 2.0 $35M 174k 198.63
Bank of America Corporation (BAC) 2.0 $34M 1.2M 28.69
Gentex Corporation (GNTX) 1.9 $33M 1.1M 29.26
Johnson & Johnson (JNJ) 1.8 $32M 194k 165.52
CVS Caremark Corporation (CVS) 1.8 $32M 456k 69.13
Alphabet Cap Stk Cl C (GOOG) 1.8 $31M 260k 120.97
Mastercard Incorporated Cl A (MA) 1.7 $29M 75k 393.30
Mondelez Intl Cl A (MDLZ) 1.6 $28M 384k 72.94
Costco Wholesale Corporation (COST) 1.5 $27M 50k 538.38
Amphenol Corp Cl A (APH) 1.4 $25M 295k 84.95
Laboratory Corp Amer Hldgs Com New 1.1 $20M 82k 241.33
Ishares Tr Core S&p500 Etf (IVV) 1.1 $20M 44k 445.71
United Parcel Service CL B (UPS) 1.1 $19M 107k 179.25
W.W. Grainger (GWW) 1.1 $18M 23k 788.59
JPMorgan Chase & Co. (JPM) 1.0 $18M 122k 145.44
Pepsi (PEP) 1.0 $17M 90k 185.22
Alcon Ord Shs (ALC) 0.8 $15M 177k 82.11
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $14M 143k 99.65
Masco Corporation (MAS) 0.8 $14M 235k 57.38
Watts Water Technologies Cl A (WTS) 0.7 $12M 63k 183.73
Procter & Gamble Company (PG) 0.5 $9.2M 60k 151.74
Accenture Plc Ireland Shs Class A (ACN) 0.5 $9.0M 29k 308.58
Wabtec Corporation (WAB) 0.5 $8.9M 81k 109.67
Mccormick & Co Com Non Vtg (MKC) 0.5 $8.8M 101k 87.23
Exxon Mobil Corporation (XOM) 0.5 $8.0M 75k 107.25
S&p Global (SPGI) 0.4 $7.0M 17k 400.89
Trane Technologies SHS (TT) 0.4 $7.0M 36k 191.26
Colgate-Palmolive Company (CL) 0.4 $6.8M 89k 77.04
Coca-Cola Company (KO) 0.4 $6.5M 109k 60.22
Automatic Data Processing (ADP) 0.4 $6.5M 30k 219.79
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.6M 77k 72.50
Union Pacific Corporation (UNP) 0.3 $5.4M 26k 204.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $5.3M 20k 261.48
Nextera Energy (NEE) 0.3 $5.1M 69k 74.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.0M 123k 40.68
Raytheon Technologies Corp (RTX) 0.3 $4.8M 49k 97.96
Home Depot (HD) 0.3 $4.5M 14k 310.64
Oracle Corporation (ORCL) 0.2 $4.2M 35k 119.09
Thermo Fisher Scientific (TMO) 0.2 $4.2M 8.0k 521.75
Boston Properties (BXP) 0.2 $4.1M 72k 57.59
Zimmer Holdings (ZBH) 0.2 $3.8M 26k 145.60
Abbvie (ABBV) 0.2 $3.8M 28k 134.73
Broadcom (AVGO) 0.2 $3.4M 3.9k 867.43
Adobe Systems Incorporated (ADBE) 0.2 $3.3M 6.7k 488.99
salesforce (CRM) 0.2 $3.0M 14k 211.26
Abbott Laboratories (ABT) 0.2 $3.0M 28k 109.02
Emerson Electric (EMR) 0.2 $2.9M 32k 90.39
Air Products & Chemicals (APD) 0.2 $2.7M 9.2k 299.53
Comcast Corp Cl A (CMCSA) 0.2 $2.7M 65k 41.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.7M 58k 46.18
Uber Technologies (UBER) 0.1 $2.5M 59k 43.17
Chevron Corporation (CVX) 0.1 $2.5M 16k 157.35
Us Bancorp Del Com New (USB) 0.1 $2.5M 76k 33.04
Walt Disney Company (DIS) 0.1 $2.3M 26k 89.28
Illinois Tool Works (ITW) 0.1 $2.3M 9.2k 250.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.3M 12k 187.27
Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M 27k 81.17
Nike CL B (NKE) 0.1 $2.1M 19k 110.37
Ingersoll Rand (IR) 0.1 $2.1M 32k 65.36
Linde SHS (LIN) 0.1 $2.0M 5.4k 381.05
Carlisle Companies (CSL) 0.1 $1.9M 7.4k 256.53
McDonald's Corporation (MCD) 0.1 $1.8M 6.0k 298.41
NVIDIA Corporation (NVDA) 0.1 $1.7M 4.1k 423.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.7M 43k 39.56
Allegion Ord Shs (ALLE) 0.1 $1.6M 14k 120.02
Deere & Company (DE) 0.1 $1.6M 3.9k 405.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M 3.4k 443.28
Roper Industries (ROP) 0.1 $1.4M 2.9k 480.80
Intel Corporation (INTC) 0.1 $1.3M 38k 33.44
Bristol Myers Squibb (BMY) 0.1 $1.2M 18k 63.95
Otis Worldwide Corp (OTIS) 0.1 $1.1M 13k 89.01
CarMax (KMX) 0.1 $1.1M 14k 83.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.1M 12k 95.09
Carrier Global Corporation (CARR) 0.1 $1.1M 23k 49.71
Pfizer (PFE) 0.1 $1.1M 30k 36.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.7k 407.28
Dominion Resources (D) 0.1 $1.1M 20k 51.79
Waste Management (WM) 0.1 $1.0M 6.0k 173.42
Caterpillar (CAT) 0.1 $1.0M 4.2k 246.05
Dover Corporation (DOV) 0.1 $1.0M 7.0k 147.65
IDEXX Laboratories (IDXX) 0.1 $949k 1.9k 502.23
Nutrien (NTR) 0.1 $891k 15k 59.05
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $889k 4.0k 220.16
Hilton Worldwide Holdings (HLT) 0.0 $871k 6.0k 145.55
Booking Holdings (BKNG) 0.0 $799k 296.00 2700.33
Becton, Dickinson and (BDX) 0.0 $797k 3.0k 264.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $789k 11k 73.03
Marriott Intl Cl A (MAR) 0.0 $783k 4.3k 183.69
3M Company (MMM) 0.0 $761k 7.6k 100.09
Duke Energy Corp Com New (DUK) 0.0 $708k 7.9k 89.74
Danaher Corporation (DHR) 0.0 $702k 2.9k 240.00
General Electric Com New (GE) 0.0 $610k 5.6k 109.85
FedEx Corporation (FDX) 0.0 $600k 2.4k 247.90
Verizon Communications (VZ) 0.0 $568k 15k 37.19
Philip Morris International (PM) 0.0 $527k 5.4k 97.62
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $513k 5.4k 95.41
Arch Cap Group Ord (ACGL) 0.0 $498k 6.7k 74.85
PPG Industries (PPG) 0.0 $492k 3.3k 148.30
Wal-Mart Stores (WMT) 0.0 $487k 3.1k 157.18
Amgen (AMGN) 0.0 $458k 2.1k 222.02
American Express Company (AXP) 0.0 $446k 2.6k 174.20
Ishares Tr Core Msci Eafe (IEFA) 0.0 $444k 6.6k 67.50
Vanguard Index Fds Small Cp Etf (VB) 0.0 $441k 2.2k 198.89
SYSCO Corporation (SYY) 0.0 $434k 5.8k 74.20
Tesla Motors (TSLA) 0.0 $414k 1.6k 261.77
FactSet Research Systems (FDS) 0.0 $406k 1.0k 400.65
Shell Spon Ads (SHEL) 0.0 $393k 6.5k 60.38
Avery Dennison Corporation (AVY) 0.0 $387k 2.3k 171.80
Visa Com Cl A (V) 0.0 $381k 1.6k 237.48
Spdr Gold Tr Gold Shs (GLD) 0.0 $370k 2.1k 178.27
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $346k 19k 18.40
Norfolk Southern (NSC) 0.0 $334k 1.5k 226.76
Essential Utils (WTRG) 0.0 $329k 8.3k 39.91
Msa Safety Inc equity (MSA) 0.0 $313k 1.8k 173.96
At&t (T) 0.0 $313k 20k 15.95
Meta Platforms Cl A (META) 0.0 $311k 1.1k 286.98
Hershey Company (HSY) 0.0 $310k 1.2k 249.70
UnitedHealth (UNH) 0.0 $297k 617.00 480.64
Xylem (XYL) 0.0 $293k 2.6k 112.62
Qualcomm (QCOM) 0.0 $286k 2.4k 119.04
Portland Gen Elec Com New (POR) 0.0 $276k 5.9k 46.83
Vanguard World Mega Grwth Ind (MGK) 0.0 $271k 1.2k 235.32
Moody's Corporation (MCO) 0.0 $268k 770.00 347.72
General Mills (GIS) 0.0 $267k 3.5k 76.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $257k 536.00 478.91
Unilever Spon Adr New (UL) 0.0 $255k 4.9k 52.13
Altria (MO) 0.0 $245k 5.4k 45.30
CSX Corporation (CSX) 0.0 $233k 6.8k 34.10
Wec Energy Group (WEC) 0.0 $233k 2.6k 88.24
Paychex (PAYX) 0.0 $224k 2.0k 111.87
Ameresco Cl A (AMRC) 0.0 $221k 4.6k 48.63
Analog Devices (ADI) 0.0 $221k 1.1k 194.81
Medtronic SHS (MDT) 0.0 $219k 2.5k 88.10
Diageo Spon Adr New (DEO) 0.0 $217k 1.3k 173.48
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.0 $210k 2.1k 99.17
Morgan Stanley Com New (MS) 0.0 $209k 2.5k 85.40
Eli Lilly & Co. (LLY) 0.0 $206k 439.00 468.98
Boeing Company (BA) 0.0 $205k 970.00 211.16
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $204k 3.2k 63.60
Honeywell International (HON) 0.0 $201k 969.00 207.50