Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 163 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.8 $110M 291k 376.04
Amazon (AMZN) 4.6 $87M 571k 151.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $85M 237k 356.66
Fiserv (FI) 4.5 $85M 637k 132.84
Marsh & McLennan Companies (MMC) 4.4 $83M 438k 189.47
Vertex Pharmaceuticals Incorporated (VRTX) 4.1 $76M 187k 406.89
Alphabet Cap Stk Cl A (GOOGL) 3.8 $72M 515k 139.69
Apple (AAPL) 3.6 $67M 348k 192.53
TJX Companies (TJX) 3.5 $65M 692k 93.81
Ecolab (ECL) 3.3 $62M 312k 198.35
Rockwell Automation (ROK) 3.1 $59M 190k 310.48
Intuit (INTU) 2.8 $53M 86k 625.03
Merck & Co (MRK) 2.7 $51M 464k 109.02
International Business Machines (IBM) 2.5 $47M 284k 163.55
Kroger (KR) 2.2 $41M 906k 45.71
Lincoln Electric Holdings (LECO) 2.1 $39M 181k 217.46
Bank of America Corporation (BAC) 1.9 $37M 1.1M 33.67
Constellation Brands Cl A (STZ) 1.9 $36M 150k 241.75
Alphabet Cap Stk Cl C (GOOG) 1.9 $36M 253k 140.93
CVS Caremark Corporation (CVS) 1.7 $33M 412k 78.96
Costco Wholesale Corporation (COST) 1.7 $31M 48k 660.08
Mastercard Incorporated Cl A (MA) 1.7 $31M 73k 426.51
Amphenol Corp Cl A (APH) 1.6 $31M 309k 99.13
Edwards Lifesciences (EW) 1.6 $30M 394k 76.25
Johnson & Johnson (JNJ) 1.6 $30M 190k 156.74
Alcon Ord Shs (ALC) 1.5 $28M 353k 78.12
Gentex Corporation (GNTX) 1.5 $28M 844k 32.66
Laboratory Corp Amer Hldgs Com New 1.5 $27M 121k 227.29
Mondelez Intl Cl A (MDLZ) 1.4 $27M 372k 72.43
Ishares Tr Core S&p500 Etf (IVV) 1.1 $21M 45k 477.63
JPMorgan Chase & Co. (JPM) 1.1 $20M 117k 170.10
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $19M 177k 108.25
Mobileye Global Common Class A (MBLY) 1.0 $19M 439k 43.32
W.W. Grainger (GWW) 1.0 $19M 23k 828.69
Watts Water Technologies Cl A (WTS) 1.0 $19M 89k 208.34
Pepsi (PEP) 0.8 $15M 89k 169.84
United Parcel Service CL B (UPS) 0.6 $12M 73k 157.23
Masco Corporation (MAS) 0.6 $11M 158k 66.98
Accenture Plc Ireland Shs Class A (ACN) 0.5 $9.8M 28k 350.91
Trane Technologies SHS (TT) 0.5 $9.1M 38k 243.90
Procter & Gamble Company (PG) 0.5 $8.8M 60k 146.54
Wabtec Corporation (WAB) 0.4 $8.1M 64k 126.90
S&p Global (SPGI) 0.4 $7.9M 18k 440.52
Exxon Mobil Corporation (XOM) 0.4 $7.2M 72k 99.98
Automatic Data Processing (ADP) 0.4 $6.9M 30k 232.97
Colgate-Palmolive Company (CL) 0.3 $6.4M 80k 79.71
Coca-Cola Company (KO) 0.3 $6.2M 105k 58.93
Mccormick & Co Com Non Vtg (MKC) 0.3 $6.0M 88k 68.42
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.8M 77k 75.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $5.7M 20k 277.15
Home Depot (HD) 0.3 $5.1M 15k 346.55
Boston Properties (BXP) 0.3 $5.0M 72k 70.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.8M 118k 41.10
Carlisle Companies (CSL) 0.2 $4.5M 14k 312.43
Abbvie (ABBV) 0.2 $4.3M 28k 154.97
Thermo Fisher Scientific (TMO) 0.2 $4.3M 8.1k 530.79
Broadcom (AVGO) 0.2 $4.2M 3.7k 1116.25
Nextera Energy (NEE) 0.2 $4.0M 66k 60.74
Adobe Systems Incorporated (ADBE) 0.2 $3.8M 6.3k 596.60
Raytheon Technologies Corp (RTX) 0.2 $3.7M 44k 84.14
Oracle Corporation (ORCL) 0.2 $3.7M 35k 105.43
Kenvue (KVUE) 0.2 $3.6M 167k 21.53
Uber Technologies (UBER) 0.2 $3.5M 58k 61.57
salesforce (CRM) 0.2 $3.4M 13k 263.14
Abbott Laboratories (ABT) 0.2 $3.2M 29k 110.07
Air Products & Chemicals (APD) 0.2 $3.2M 12k 273.80
Emerson Electric (EMR) 0.2 $3.0M 31k 97.33
Us Bancorp Del Com New (USB) 0.2 $3.0M 69k 43.28
Union Pacific Corporation (UNP) 0.1 $2.8M 11k 245.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.7M 57k 47.90
Zimmer Holdings (ZBH) 0.1 $2.7M 22k 121.70
Ingersoll Rand (IR) 0.1 $2.6M 33k 77.34
Chevron Corporation (CVX) 0.1 $2.5M 17k 149.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.4M 12k 200.71
Illinois Tool Works (ITW) 0.1 $2.4M 9.2k 261.94
Linde SHS (LIN) 0.1 $2.3M 5.6k 410.68
Select Sector Spdr Tr Energy (XLE) 0.1 $2.2M 27k 83.84
Walt Disney Company (DIS) 0.1 $2.2M 24k 90.29
Nike CL B (NKE) 0.1 $2.2M 20k 108.57
NVIDIA Corporation (NVDA) 0.1 $2.0M 4.1k 495.26
McDonald's Corporation (MCD) 0.1 $1.9M 6.3k 296.51
Intel Corporation (INTC) 0.1 $1.9M 37k 50.25
Comcast Corp Cl A (CMCSA) 0.1 $1.8M 42k 43.85
Allegion Ord Shs (ALLE) 0.1 $1.8M 14k 126.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M 41k 40.21
Roper Industries (ROP) 0.1 $1.6M 2.9k 545.17
Deere & Company (DE) 0.1 $1.6M 3.9k 399.87
Hilton Worldwide Holdings (HLT) 0.1 $1.5M 8.3k 182.09
CarMax (KMX) 0.1 $1.5M 20k 76.74
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.4M 13k 103.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.4M 2.9k 475.31
Carrier Global Corporation (CARR) 0.1 $1.3M 23k 57.45
Caterpillar (CAT) 0.1 $1.2M 4.2k 295.67
Waste Management (WM) 0.1 $1.1M 6.3k 179.10
Fortrea Hldgs Common Stock (FTRE) 0.1 $1.1M 32k 34.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.5k 436.80
Dover Corporation (DOV) 0.1 $1.1M 7.0k 153.81
IDEXX Laboratories (IDXX) 0.1 $1.0M 1.9k 555.05
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $966k 4.2k 232.64
Marriott Intl Cl A (MAR) 0.1 $962k 4.3k 225.51
Dominion Resources (D) 0.1 $957k 20k 47.00
Otis Worldwide Corp (OTIS) 0.0 $878k 9.8k 89.47
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $852k 11k 77.73
Nutrien (NTR) 0.0 $845k 15k 56.34
Booking Holdings (BKNG) 0.0 $809k 228.00 3547.22
Pfizer (PFE) 0.0 $790k 27k 28.79
Duke Energy Corp Com New (DUK) 0.0 $766k 7.9k 97.04
3M Company (MMM) 0.0 $714k 6.5k 109.32
Danaher Corporation (DHR) 0.0 $711k 3.1k 231.34
General Electric Com New (GE) 0.0 $708k 5.5k 127.63
Becton, Dickinson and (BDX) 0.0 $699k 2.9k 243.83
Visa Com Cl A (V) 0.0 $635k 2.4k 260.35
FedEx Corporation (FDX) 0.0 $612k 2.4k 252.97
Amgen (AMGN) 0.0 $580k 2.0k 288.02
Vanguard Index Fds Small Cp Etf (VB) 0.0 $527k 2.5k 213.33
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $520k 5.4k 96.85
Wal-Mart Stores (WMT) 0.0 $517k 3.3k 157.65
Philip Morris International (PM) 0.0 $508k 5.4k 94.08
PPG Industries (PPG) 0.0 $496k 3.3k 149.55
Bristol Myers Squibb (BMY) 0.0 $487k 9.5k 51.31
Arch Cap Group Ord (ACGL) 0.0 $487k 6.6k 74.27
Verizon Communications (VZ) 0.0 $484k 13k 37.70
FactSet Research Systems (FDS) 0.0 $483k 1.0k 477.05
Avery Dennison Corporation (AVY) 0.0 $453k 2.2k 202.16
American Express Company (AXP) 0.0 $442k 2.4k 187.34
Shell Spon Ads (SHEL) 0.0 $428k 6.5k 65.80
SYSCO Corporation (SYY) 0.0 $428k 5.8k 73.13
Ishares Tr Core Msci Eafe (IEFA) 0.0 $404k 5.7k 70.35
UnitedHealth (UNH) 0.0 $394k 748.00 526.47
Qualcomm (QCOM) 0.0 $379k 2.6k 144.63
Meta Platforms Cl A (META) 0.0 $377k 1.1k 353.96
Brunswick Corporation (BC) 0.0 $342k 3.5k 96.75
Norfolk Southern (NSC) 0.0 $340k 1.4k 236.38
Xylem (XYL) 0.0 $323k 2.8k 114.36
Tesla Motors (TSLA) 0.0 $312k 1.3k 248.48
Essential Utils (WTRG) 0.0 $308k 8.3k 37.35
Spdr Gold Tr Gold Shs (GLD) 0.0 $307k 1.6k 191.17
Msa Safety Inc equity (MSA) 0.0 $304k 1.8k 168.83
Moody's Corporation (MCO) 0.0 $301k 770.00 390.56
Unilever Spon Adr New (UL) 0.0 $301k 6.2k 48.48
Vanguard World Mega Grwth Ind (MGK) 0.0 $299k 1.2k 259.51
Analog Devices (ADI) 0.0 $287k 1.4k 198.56
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $287k 3.1k 91.05
Eli Lilly & Co. (LLY) 0.0 $256k 439.00 582.92
Boeing Company (BA) 0.0 $253k 970.00 260.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $243k 478.00 507.38
Goldman Sachs (GS) 0.0 $241k 625.00 385.77
Paychex (PAYX) 0.0 $238k 2.0k 119.11
CSX Corporation (CSX) 0.0 $232k 6.7k 34.67
Hershey Company (HSY) 0.0 $231k 1.2k 186.44
General Mills (GIS) 0.0 $227k 3.5k 65.14
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $224k 1.3k 174.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $222k 934.00 237.22
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $219k 7.0k 31.01
At&t (T) 0.0 $218k 13k 16.78
Altria (MO) 0.0 $218k 5.4k 40.34
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $212k 3.2k 66.38
Morgan Stanley Com New (MS) 0.0 $212k 2.3k 93.25
Texas Instruments Incorporated (TXN) 0.0 $210k 1.2k 170.46
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $209k 1.2k 173.89
Bank of New York Mellon Corporation (BK) 0.0 $208k 4.0k 52.05
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $202k 13k 15.57
Diageo Spon Adr New (DEO) 0.0 $200k 1.4k 145.66