Birch Hill Investment Advisors as of Dec. 31, 2024
Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 181 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 5.6 | $121M | 552k | 219.39 | |
| Microsoft Corporation (MSFT) | 5.5 | $117M | 278k | 421.50 | |
| Fiserv (FI) | 5.5 | $117M | 571k | 205.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $105M | 232k | 453.28 | |
| Marsh & McLennan Companies (MMC) | 4.2 | $91M | 430k | 212.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $87M | 459k | 189.30 | |
| Apple (AAPL) | 4.0 | $86M | 342k | 250.42 | |
| TJX Companies (TJX) | 3.6 | $78M | 642k | 120.81 | |
| Ecolab (ECL) | 3.3 | $71M | 305k | 234.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.2 | $70M | 173k | 402.70 | |
| International Business Machines (IBM) | 2.9 | $62M | 280k | 219.83 | |
| Rockwell Automation (ROK) | 2.6 | $57M | 198k | 285.79 | |
| Edwards Lifesciences (EW) | 2.5 | $55M | 739k | 74.03 | |
| Kroger (KR) | 2.5 | $54M | 885k | 61.15 | |
| Intuit (INTU) | 2.5 | $54M | 86k | 628.50 | |
| S&p Global (SPGI) | 2.4 | $51M | 103k | 498.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $43M | 223k | 190.44 | |
| Amphenol Corp Cl A (APH) | 1.9 | $40M | 581k | 69.45 | |
| Lincoln Electric Holdings (LECO) | 1.7 | $36M | 194k | 187.47 | |
| Costco Wholesale Corporation (COST) | 1.7 | $36M | 39k | 916.27 | |
| Alcon Ord Shs (ALC) | 1.6 | $35M | 408k | 84.89 | |
| Watts Water Technologies Cl A (WTS) | 1.6 | $34M | 168k | 203.30 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $34M | 64k | 526.57 | |
| Constellation Brands Cl A (STZ) | 1.5 | $33M | 148k | 221.00 | |
| Labcorp Holdings Com Shs (LH) | 1.5 | $32M | 141k | 229.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $31M | 265k | 115.22 | |
| Merck & Co (MRK) | 1.4 | $29M | 295k | 99.48 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $25M | 104k | 239.71 | |
| Johnson & Johnson (JNJ) | 1.1 | $25M | 169k | 144.62 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $24M | 41k | 588.67 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $22M | 50k | 444.68 | |
| W.W. Grainger (GWW) | 1.0 | $22M | 20k | 1054.05 | |
| Mondelez Intl Cl A (MDLZ) | 1.0 | $21M | 343k | 59.73 | |
| Gentex Corporation (GNTX) | 0.7 | $14M | 497k | 28.73 | |
| Trane Technologies SHS (TT) | 0.6 | $14M | 38k | 369.35 | |
| Bank of America Corporation (BAC) | 0.6 | $12M | 273k | 43.95 | |
| Pepsi (PEP) | 0.6 | $12M | 78k | 152.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $10M | 29k | 351.79 | |
| Procter & Gamble Company (PG) | 0.5 | $9.7M | 58k | 167.65 | |
| Mobileye Global Common Class A (MBLY) | 0.4 | $9.0M | 454k | 19.92 | |
| Automatic Data Processing (ADP) | 0.4 | $8.2M | 28k | 292.73 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.4 | $8.2M | 111k | 74.02 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $7.5M | 69k | 107.57 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $7.2M | 115k | 62.31 | |
| Carlisle Companies (CSL) | 0.3 | $7.0M | 19k | 368.84 | |
| Broadcom (AVGO) | 0.3 | $6.8M | 29k | 231.84 | |
| Coca-Cola Company (KO) | 0.3 | $6.0M | 96k | 62.26 | |
| Colgate-Palmolive Company (CL) | 0.3 | $5.9M | 65k | 90.91 | |
| Oracle Corporation (ORCL) | 0.3 | $5.8M | 35k | 166.64 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.7M | 76k | 75.61 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.3 | $5.7M | 105k | 54.89 | |
| Home Depot (HD) | 0.3 | $5.6M | 15k | 388.99 | |
| NVIDIA Corporation (NVDA) | 0.3 | $5.4M | 40k | 134.29 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $5.4M | 70k | 76.24 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.4M | 122k | 44.04 | |
| Nextera Energy (NEE) | 0.2 | $5.3M | 74k | 71.69 | |
| Uber Technologies (UBER) | 0.2 | $5.3M | 87k | 60.32 | |
| Hayward Hldgs (HAYW) | 0.2 | $5.3M | 344k | 15.29 | |
| Abbvie (ABBV) | 0.2 | $4.9M | 28k | 177.70 | |
| Air Products & Chemicals (APD) | 0.2 | $4.9M | 17k | 290.04 | |
| United Parcel Service CL B (UPS) | 0.2 | $4.8M | 38k | 126.10 | |
| Analog Devices (ADI) | 0.2 | $4.6M | 22k | 212.46 | |
| Masco Corporation (MAS) | 0.2 | $4.6M | 63k | 72.57 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $4.5M | 39k | 115.72 | |
| Boston Properties (BXP) | 0.2 | $4.4M | 59k | 74.36 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.4M | 40k | 108.61 | |
| Wabtec Corporation (WAB) | 0.2 | $4.4M | 23k | 189.59 | |
| Kenvue (KVUE) | 0.2 | $3.9M | 185k | 21.35 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $3.8M | 7.3k | 520.23 | |
| Emerson Electric (EMR) | 0.2 | $3.7M | 30k | 123.93 | |
| salesforce (CRM) | 0.2 | $3.5M | 10k | 334.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.1M | 14k | 220.96 | |
| Ingersoll Rand (IR) | 0.1 | $3.0M | 33k | 90.46 | |
| Abbott Laboratories (ABT) | 0.1 | $3.0M | 26k | 113.11 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.9M | 17k | 175.23 | |
| Nike CL B (NKE) | 0.1 | $2.8M | 37k | 75.67 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.8M | 58k | 47.82 | |
| Visa Com Cl A (V) | 0.1 | $2.8M | 8.8k | 316.05 | |
| Us Bancorp Del Com New (USB) | 0.1 | $2.7M | 57k | 47.83 | |
| Walt Disney Company (DIS) | 0.1 | $2.5M | 23k | 111.35 | |
| CarMax (KMX) | 0.1 | $2.3M | 29k | 81.76 | |
| Illinois Tool Works (ITW) | 0.1 | $2.3M | 9.2k | 253.56 | |
| Roper Industries (ROP) | 0.1 | $2.3M | 4.5k | 519.85 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $2.3M | 9.3k | 247.16 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.2M | 26k | 85.66 | |
| Chevron Corporation (CVX) | 0.1 | $2.2M | 15k | 144.84 | |
| Linde SHS (LIN) | 0.1 | $2.1M | 5.1k | 418.63 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | 8.4k | 228.04 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.7M | 39k | 44.89 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.7M | 17k | 105.63 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.7M | 2.9k | 586.08 | |
| McDonald's Corporation (MCD) | 0.1 | $1.7M | 5.8k | 289.89 | |
| Allegion Ord Shs (ALLE) | 0.1 | $1.6M | 13k | 130.68 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | 38k | 41.82 | |
| Caterpillar (CAT) | 0.1 | $1.5M | 4.1k | 362.76 | |
| Deere & Company (DE) | 0.1 | $1.5M | 3.5k | 423.67 | |
| Brunswick Corporation (BC) | 0.1 | $1.5M | 23k | 64.68 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.4M | 21k | 68.26 | |
| Dover Corporation (DOV) | 0.1 | $1.3M | 7.0k | 187.60 | |
| Waste Management (WM) | 0.1 | $1.2M | 6.1k | 201.79 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.2M | 4.3k | 278.94 | |
| Chewy Cl A (CHWY) | 0.1 | $1.2M | 35k | 33.49 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.2M | 28k | 41.87 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | 2.1k | 538.81 | |
| Global X Fds Global X Copper (COPX) | 0.1 | $1.1M | 29k | 38.18 | |
| Booking Holdings (BKNG) | 0.1 | $1.1M | 218.00 | 4968.42 | |
| Dominion Resources (D) | 0.1 | $1.1M | 20k | 53.86 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | 4.1k | 264.13 | |
| Ge Aerospace Com New (GE) | 0.0 | $975k | 5.8k | 166.79 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $961k | 11k | 88.40 | |
| Tesla Motors (TSLA) | 0.0 | $942k | 2.3k | 403.77 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $934k | 1.5k | 621.80 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $891k | 9.6k | 92.61 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $883k | 24k | 37.53 | |
| Wal-Mart Stores (WMT) | 0.0 | $874k | 9.7k | 90.35 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $850k | 7.9k | 107.74 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $849k | 6.5k | 131.41 | |
| Meta Platforms Cl A (META) | 0.0 | $763k | 1.3k | 585.69 | |
| 3M Company (MMM) | 0.0 | $761k | 5.9k | 129.09 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $759k | 14k | 53.05 | |
| IDEXX Laboratories (IDXX) | 0.0 | $757k | 1.8k | 413.44 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $713k | 3.7k | 190.88 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $706k | 7.0k | 101.53 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $683k | 9.0k | 76.14 | |
| Danaher Corporation (DHR) | 0.0 | $668k | 2.9k | 229.55 | |
| American Express Company (AXP) | 0.0 | $668k | 2.3k | 296.79 | |
| Philip Morris International (PM) | 0.0 | $658k | 5.5k | 120.35 | |
| Honeywell International (HON) | 0.0 | $656k | 2.9k | 225.89 | |
| FedEx Corporation (FDX) | 0.0 | $643k | 2.3k | 281.33 | |
| Intel Corporation (INTC) | 0.0 | $638k | 32k | 20.05 | |
| Becton, Dickinson and (BDX) | 0.0 | $627k | 2.8k | 226.87 | |
| Pfizer (PFE) | 0.0 | $609k | 23k | 26.53 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $606k | 2.5k | 240.28 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $596k | 6.5k | 92.35 | |
| UnitedHealth (UNH) | 0.0 | $587k | 1.2k | 505.70 | |
| Puretech Health Ads (PRTC) | 0.0 | $568k | 302k | 1.88 | |
| Amgen (AMGN) | 0.0 | $533k | 2.0k | 260.64 | |
| FactSet Research Systems (FDS) | 0.0 | $527k | 1.1k | 480.28 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $520k | 5.4k | 96.83 | |
| Nutrien (NTR) | 0.0 | $490k | 11k | 44.75 | |
| Ge Vernova (GEV) | 0.0 | $471k | 1.4k | 328.93 | |
| Verizon Communications (VZ) | 0.0 | $460k | 12k | 39.99 | |
| Bristol Myers Squibb (BMY) | 0.0 | $453k | 8.0k | 56.56 | |
| Avery Dennison Corporation (AVY) | 0.0 | $411k | 2.2k | 187.13 | |
| PPG Industries (PPG) | 0.0 | $410k | 3.4k | 119.45 | |
| Shell Spon Ads (SHEL) | 0.0 | $407k | 6.5k | 62.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $398k | 5.7k | 70.28 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $395k | 1.2k | 343.41 | |
| Qualcomm (QCOM) | 0.0 | $395k | 2.6k | 153.62 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $395k | 9.4k | 42.05 | |
| SYSCO Corporation (SYY) | 0.0 | $390k | 5.1k | 76.46 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $365k | 1.1k | 323.83 | |
| Norfolk Southern (NSC) | 0.0 | $361k | 1.5k | 234.70 | |
| Wells Fargo & Company (WFC) | 0.0 | $361k | 5.1k | 70.24 | |
| Goldman Sachs (GS) | 0.0 | $358k | 625.00 | 572.62 | |
| Unilever Spon Adr New (UL) | 0.0 | $341k | 6.0k | 56.70 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $332k | 3.0k | 110.25 | |
| Siteone Landscape Supply (SITE) | 0.0 | $325k | 2.5k | 131.77 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $313k | 1.3k | 242.25 | |
| Xylem (XYL) | 0.0 | $306k | 2.6k | 116.02 | |
| Msa Safety Inc equity (MSA) | 0.0 | $298k | 1.8k | 165.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $297k | 1.2k | 242.13 | |
| At&t (T) | 0.0 | $296k | 13k | 22.77 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $296k | 3.9k | 75.63 | |
| Moody's Corporation (MCO) | 0.0 | $294k | 620.00 | 473.37 | |
| Stryker Corporation (SYK) | 0.0 | $286k | 795.00 | 360.05 | |
| Essential Utils (WTRG) | 0.0 | $285k | 7.8k | 36.32 | |
| Altria (MO) | 0.0 | $283k | 5.4k | 52.29 | |
| Paychex (PAYX) | 0.0 | $280k | 2.0k | 140.22 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $272k | 478.00 | 569.58 | |
| Morgan Stanley Com New (MS) | 0.0 | $260k | 2.1k | 125.72 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $249k | 3.2k | 77.79 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $244k | 841.00 | 289.81 | |
| Waters Corporation (WAT) | 0.0 | $223k | 600.00 | 370.98 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $222k | 3.7k | 60.56 | |
| General Mills (GIS) | 0.0 | $222k | 3.5k | 63.77 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $217k | 650.00 | 334.25 | |
| CSX Corporation (CSX) | 0.0 | $216k | 6.7k | 32.27 | |
| Hubbell (HUBB) | 0.0 | $216k | 515.00 | 418.89 | |
| Darden Restaurants (DRI) | 0.0 | $215k | 1.2k | 186.69 | |
| Hp (HPQ) | 0.0 | $201k | 6.2k | 32.63 |
