Birch Hill Investment Advisors

Birch Hill Investment Advisors as of March 31, 2025

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 187 positions in its portfolio as reported in the March 2025 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) 5.7 $120M 225k 532.58
Fiserv (FI) 5.6 $118M 533k 220.83
Microsoft Corporation (MSFT) 5.0 $106M 283k 375.39
Marsh & McLennan Companies (MMC) 5.0 $105M 431k 244.03
Amazon (AMZN) 4.9 $104M 547k 190.26
Apple (AAPL) 3.7 $78M 353k 222.13
Ecolab (ECL) 3.6 $77M 304k 253.52
TJX Companies (TJX) 3.6 $77M 628k 121.80
Vertex Pharmaceuticals Incorporated (VRTX) 3.4 $72M 148k 484.82
Alphabet Cap Stk Cl A (GOOGL) 3.3 $69M 446k 154.64
International Business Machines (IBM) 3.2 $68M 273k 248.66
Kroger (KR) 2.8 $59M 873k 67.69
Edwards Lifesciences (EW) 2.6 $55M 757k 72.48
S&p Global (SPGI) 2.5 $53M 104k 508.10
Intuit (INTU) 2.5 $53M 86k 613.99
Amphenol Corp Cl A (APH) 2.5 $52M 788k 65.59
Rockwell Automation (ROK) 2.4 $51M 198k 258.38
Alcon Ord Shs (ALC) 1.9 $40M 417k 94.93
Watts Water Technologies Cl A (WTS) 1.8 $37M 184k 203.92
Lincoln Electric Holdings (LECO) 1.8 $37M 196k 189.16
Mastercard Incorporated Cl A (MA) 1.6 $35M 63k 548.12
Costco Wholesale Corporation (COST) 1.6 $35M 37k 945.78
Alphabet Cap Stk Cl C (GOOG) 1.6 $34M 218k 156.23
Labcorp Holdings Com Shs (LH) 1.6 $33M 144k 232.74
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $28M 267k 104.57
Analog Devices (ADI) 1.2 $26M 127k 201.67
JPMorgan Chase & Co. (JPM) 1.2 $25M 103k 245.30
Johnson & Johnson (JNJ) 1.2 $25M 150k 165.84
Ishares Tr Core S&p500 Etf (IVV) 1.1 $23M 41k 561.89
Mondelez Intl Cl A (MDLZ) 1.0 $22M 318k 67.85
W.W. Grainger (GWW) 0.9 $20M 20k 987.83
Adobe Systems Incorporated (ADBE) 0.8 $18M 47k 383.53
Carlisle Companies (CSL) 0.8 $17M 49k 340.50
Merck & Co (MRK) 0.7 $14M 153k 89.76
Trane Technologies SHS (TT) 0.6 $13M 38k 336.92
Pepsi (PEP) 0.5 $10M 68k 149.94
Procter & Gamble Company (PG) 0.5 $10M 59k 170.42
Accenture Plc Ireland Shs Class A (ACN) 0.5 $9.5M 31k 312.04
Bank of America Corporation (BAC) 0.4 $9.3M 222k 41.73
Automatic Data Processing (ADP) 0.4 $8.6M 28k 305.53
Uber Technologies (UBER) 0.4 $8.5M 117k 72.86
Exxon Mobil Corporation (XOM) 0.4 $8.3M 70k 118.93
Gentex Corporation (GNTX) 0.4 $7.4M 317k 23.30
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $7.2M 111k 65.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $6.8M 117k 58.35
Coca-Cola Company (KO) 0.3 $6.8M 94k 71.62
Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.2M 76k 81.73
Colgate-Palmolive Company (CL) 0.3 $5.9M 63k 93.70
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.3 $5.8M 104k 56.13
Abbvie (ABBV) 0.3 $5.8M 28k 209.52
Mccormick & Co Com Non Vtg (MKC) 0.3 $5.7M 69k 82.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.5M 122k 45.26
NVIDIA Corporation (NVDA) 0.3 $5.4M 50k 108.38
Home Depot (HD) 0.3 $5.4M 15k 366.49
Nextera Energy (NEE) 0.3 $5.3M 75k 70.89
Raytheon Technologies Corp (RTX) 0.3 $5.3M 40k 132.46
Mobileye Global Common Class A (MBLY) 0.2 $5.1M 352k 14.39
Broadcom (AVGO) 0.2 $4.8M 29k 167.43
Oracle Corporation (ORCL) 0.2 $4.7M 33k 139.81
Hayward Hldgs (HAYW) 0.2 $4.4M 319k 13.92
Air Products & Chemicals (APD) 0.2 $4.3M 15k 294.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.2M 24k 173.23
Boston Properties (BXP) 0.2 $3.8M 56k 67.19
Thermo Fisher Scientific (TMO) 0.2 $3.7M 7.4k 497.60
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.6M 37k 97.48
Abbott Laboratories (ABT) 0.2 $3.5M 26k 132.65
Chewy Cl A (CHWY) 0.2 $3.3M 102k 32.51
Emerson Electric (EMR) 0.2 $3.2M 30k 109.64
Visa Com Cl A (V) 0.2 $3.2M 9.1k 350.47
Kenvue (KVUE) 0.2 $3.2M 133k 23.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.0M 59k 50.83
Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.9M 15k 199.49
salesforce (CRM) 0.1 $2.8M 11k 268.37
Roper Industries (ROP) 0.1 $2.8M 4.8k 589.58
Wabtec Corporation (WAB) 0.1 $2.8M 15k 181.35
Ingersoll Rand (IR) 0.1 $2.6M 33k 80.03
Constellation Brands Cl A (STZ) 0.1 $2.6M 14k 183.52
Masco Corporation (MAS) 0.1 $2.6M 37k 69.54
Select Sector Spdr Tr Energy (XLE) 0.1 $2.4M 26k 93.45
Chevron Corporation (CVX) 0.1 $2.3M 14k 167.29
Linde SHS (LIN) 0.1 $2.3M 5.0k 465.60
Illinois Tool Works (ITW) 0.1 $2.3M 9.2k 248.01
CarMax (KMX) 0.1 $2.3M 29k 77.92
United Parcel Service CL B (UPS) 0.1 $2.3M 21k 109.99
Us Bancorp Del Com New (USB) 0.1 $2.2M 52k 42.22
Hilton Worldwide Holdings (HLT) 0.1 $2.1M 9.4k 227.55
Union Pacific Corporation (UNP) 0.1 $2.0M 8.6k 236.24
Walt Disney Company (DIS) 0.1 $2.0M 20k 98.70
McDonald's Corporation (MCD) 0.1 $1.8M 5.6k 312.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.7M 38k 43.70
Nike CL B (NKE) 0.1 $1.6M 26k 63.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M 2.9k 559.39
Allegion Ord Shs (ALLE) 0.1 $1.6M 13k 130.46
Brunswick Corporation (BC) 0.1 $1.6M 30k 53.85
CVS Caremark Corporation (CVS) 0.1 $1.6M 24k 67.75
Deere & Company (DE) 0.1 $1.5M 3.3k 469.35
Waste Management (WM) 0.1 $1.4M 6.1k 231.51
Caterpillar (CAT) 0.1 $1.4M 4.1k 329.80
Carrier Global Corporation (CARR) 0.1 $1.3M 21k 63.40
Airbnb Com Cl A (ABNB) 0.1 $1.2M 10k 119.46
Dover Corporation (DOV) 0.1 $1.2M 7.0k 175.68
Ge Aerospace Com New (GE) 0.1 $1.2M 5.8k 200.15
Global X Fds Global X Copper (COPX) 0.1 $1.1M 29k 39.07
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $1.1M 31k 36.49
Dominion Resources (D) 0.1 $1.1M 19k 56.07
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 4.1k 258.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.1k 513.91
Marriott Intl Cl A (MAR) 0.0 $1.0M 4.3k 238.20
Booking Holdings (BKNG) 0.0 $1.0M 218.00 4606.91
Wal-Mart Stores (WMT) 0.0 $987k 11k 87.79
Otis Worldwide Corp (OTIS) 0.0 $962k 9.3k 103.20
Duke Energy Corp Com New (DUK) 0.0 $962k 7.9k 121.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $921k 11k 85.07
Vanguard World Inf Tech Etf (VGT) 0.0 $894k 1.6k 542.38
Philip Morris International (PM) 0.0 $868k 5.5k 158.73
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $836k 4.4k 190.58
3M Company (MMM) 0.0 $828k 5.6k 146.86
IDEXX Laboratories (IDXX) 0.0 $802k 1.9k 419.95
Meta Platforms Cl A (META) 0.0 $757k 1.3k 576.44
Intel Corporation (INTC) 0.0 $722k 32k 22.71
Danaher Corporation (DHR) 0.0 $697k 3.4k 205.00
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $693k 8.5k 81.69
Zimmer Holdings (ZBH) 0.0 $678k 6.0k 113.18
Amgen (AMGN) 0.0 $673k 2.2k 311.55
Siteone Landscape Supply (SITE) 0.0 $673k 5.5k 121.44
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $655k 7.1k 92.83
Becton, Dickinson and (BDX) 0.0 $633k 2.8k 229.06
Arch Cap Group Ord (ACGL) 0.0 $620k 6.5k 96.18
Tesla Motors (TSLA) 0.0 $620k 2.4k 259.15
Honeywell International (HON) 0.0 $608k 2.9k 211.75
American Express Company (AXP) 0.0 $605k 2.3k 269.05
Nutrien (NTR) 0.0 $599k 12k 49.67
Puretech Health Ads (PRTC) 0.0 $560k 302k 1.86
Vanguard Index Fds Small Cp Etf (VB) 0.0 $559k 2.5k 221.75
FedEx Corporation (FDX) 0.0 $558k 2.3k 243.78
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $545k 5.5k 100.00
Pfizer (PFE) 0.0 $527k 21k 25.34
Verizon Communications (VZ) 0.0 $522k 12k 45.36
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $515k 11k 46.81
FactSet Research Systems (FDS) 0.0 $499k 1.1k 454.64
UnitedHealth (UNH) 0.0 $492k 940.00 523.48
Shell Spon Ads (SHEL) 0.0 $476k 6.5k 73.28
Ishares Tr Esg Aware Msci (ESML) 0.0 $458k 12k 38.41
Ishares Tr Core Msci Eafe (IEFA) 0.0 $429k 5.7k 75.65
Ge Vernova (GEV) 0.0 $417k 1.4k 305.28
Palantir Technologies Cl A (PLTR) 0.0 $405k 4.8k 84.40
Qualcomm (QCOM) 0.0 $394k 2.6k 153.61
Avery Dennison Corporation (AVY) 0.0 $386k 2.2k 177.97
PPG Industries (PPG) 0.0 $375k 3.4k 109.35
At&t (T) 0.0 $368k 13k 28.28
Wells Fargo & Company (WFC) 0.0 $365k 5.1k 71.79
Norfolk Southern (NSC) 0.0 $364k 1.5k 236.85
Vanguard World Mega Grwth Ind (MGK) 0.0 $356k 1.2k 308.88
Spdr Gold Tr Gold Shs (GLD) 0.0 $353k 1.2k 288.14
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $344k 3.4k 102.41
Xylem (XYL) 0.0 $343k 2.9k 119.46
Goldman Sachs (GS) 0.0 $341k 625.00 546.29
Bristol Myers Squibb (BMY) 0.0 $334k 5.5k 60.99
Paychex (PAYX) 0.0 $327k 2.1k 154.28
Altria (MO) 0.0 $324k 5.4k 60.02
SYSCO Corporation (SYY) 0.0 $319k 4.2k 75.04
Comcast Corp Cl A (CMCSA) 0.0 $317k 8.6k 36.90
Stryker Corporation (SYK) 0.0 $296k 795.00 372.25
Essential Utils (WTRG) 0.0 $296k 7.5k 39.53
Moody's Corporation (MCO) 0.0 $289k 620.00 465.69
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $274k 1.3k 211.54
Blackstone Group Inc Com Cl A (BX) 0.0 $266k 1.9k 139.78
Msa Safety Inc equity (MSA) 0.0 $264k 1.8k 146.69
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $259k 2.0k 128.96
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $254k 3.2k 79.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $253k 475.00 533.48
Vertiv Holdings Com Cl A (VRT) 0.0 $247k 3.4k 72.20
Darden Restaurants (DRI) 0.0 $239k 1.2k 207.76
Unilever Spon Adr New (UL) 0.0 $238k 4.0k 59.55
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $234k 3.7k 63.81
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $233k 9.0k 26.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $233k 3.8k 60.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $231k 841.00 274.84
Morgan Stanley Com New (MS) 0.0 $230k 2.0k 116.67
Welltower Inc Com reit (WELL) 0.0 $226k 1.5k 153.21
Waters Corporation (WAT) 0.0 $221k 600.00 368.57
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $220k 1.5k 146.61
Eli Lilly & Co. (LLY) 0.0 $214k 259.00 825.91
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $211k 3.5k 60.19
General Mills (GIS) 0.0 $208k 3.5k 59.79
Ishares Tr Russell 3000 Etf (IWV) 0.0 $207k 650.00 317.64
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $204k 800.00 255.53