Birch Hill Investment Advisors

Birch Hill Investment Advisors as of June 30, 2025

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 195 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.3 $141M 283k 497.41
Amazon (AMZN) 5.3 $120M 546k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.7 $106M 219k 485.77
Marsh & McLennan Companies (MMC) 4.1 $93M 427k 218.64
Fiserv (FI) 4.1 $93M 540k 172.41
International Business Machines (IBM) 3.5 $80M 270k 294.78
Ecolab (ECL) 3.5 $80M 295k 269.44
Amphenol Corp Cl A (APH) 3.4 $77M 775k 98.75
TJX Companies (TJX) 3.4 $76M 613k 123.49
Alphabet Cap Stk Cl A (GOOGL) 3.3 $74M 421k 176.23
Apple (AAPL) 3.3 $73M 358k 205.17
Vertex Pharmaceuticals Incorporated (VRTX) 2.9 $66M 148k 445.20
Rockwell Automation (ROK) 2.9 $66M 197k 332.17
Intuit (INTU) 2.9 $65M 82k 787.63
Kroger (KR) 2.7 $61M 850k 71.73
Edwards Lifesciences (EW) 2.6 $60M 761k 78.21
S&p Global (SPGI) 2.5 $55M 105k 527.29
Watts Water Technologies Cl A (WTS) 2.0 $46M 186k 245.89
Lincoln Electric Holdings (LECO) 1.8 $41M 198k 207.32
Alcon Ord Shs (ALC) 1.7 $39M 438k 88.28
Labcorp Holdings Com Shs (LH) 1.7 $38M 145k 262.51
Alphabet Cap Stk Cl C (GOOG) 1.6 $37M 209k 177.39
Costco Wholesale Corporation (COST) 1.6 $35M 36k 989.94
Mastercard Incorporated Cl A (MA) 1.5 $34M 61k 561.94
JPMorgan Chase & Co. (JPM) 1.3 $29M 101k 289.91
Analog Devices (ADI) 1.2 $28M 117k 238.02
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $26M 240k 109.29
Ishares Tr Core S&p500 Etf (IVV) 1.1 $26M 41k 620.89
Johnson & Johnson (JNJ) 1.0 $23M 151k 152.75
Pepsi (PEP) 0.9 $21M 160k 132.04
W.W. Grainger (GWW) 0.9 $21M 20k 1040.24
Mondelez Intl Cl A (MDLZ) 0.9 $20M 291k 67.44
Carlisle Companies (CSL) 0.8 $19M 51k 373.40
Trane Technologies SHS (TT) 0.7 $16M 38k 437.41
Adobe Systems Incorporated (ADBE) 0.7 $16M 42k 386.88
West Pharmaceutical Services (WST) 0.7 $16M 73k 218.80
Chewy Cl A (CHWY) 0.6 $14M 320k 42.62
Uber Technologies (UBER) 0.5 $11M 119k 93.30
NVIDIA Corporation (NVDA) 0.5 $11M 66k 157.99
Bank of America Corporation (BAC) 0.5 $10M 216k 47.32
Nextera Energy (NEE) 0.4 $9.3M 134k 69.42
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $9.3M 109k 84.83
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $9.1M 148k 61.78
Automatic Data Processing (ADP) 0.4 $8.7M 28k 308.40
Accenture Plc Ireland Shs Class A (ACN) 0.4 $8.7M 29k 298.89
Merck & Co (MRK) 0.4 $8.4M 107k 79.16
Procter & Gamble Company (PG) 0.4 $8.1M 51k 159.32
Exxon Mobil Corporation (XOM) 0.3 $7.5M 70k 107.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $7.2M 117k 62.02
Oracle Corporation (ORCL) 0.3 $7.1M 32k 218.63
Broadcom (AVGO) 0.3 $7.0M 26k 275.65
Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.8M 76k 89.39
Coca-Cola Company (KO) 0.3 $6.6M 94k 70.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.0M 122k 49.46
Raytheon Technologies Corp (RTX) 0.3 $5.7M 39k 146.02
Colgate-Palmolive Company (CL) 0.2 $5.6M 62k 90.90
Mccormick & Co Com Non Vtg (MKC) 0.2 $5.3M 70k 75.82
Abbvie (ABBV) 0.2 $5.2M 28k 185.62
Home Depot (HD) 0.2 $5.1M 14k 366.64
Gentex Corporation (GNTX) 0.2 $5.1M 233k 21.99
Roper Industries (ROP) 0.2 $4.8M 8.5k 566.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.6M 25k 181.74
Hayward Hldgs (HAYW) 0.2 $4.4M 319k 13.80
Emerson Electric (EMR) 0.2 $3.9M 30k 133.33
Boston Properties (BXP) 0.2 $3.8M 56k 67.47
Abbott Laboratories (ABT) 0.2 $3.7M 27k 136.01
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.3M 59k 57.01
Visa Com Cl A (V) 0.1 $3.2M 9.0k 355.06
Kenvue (KVUE) 0.1 $3.1M 146k 20.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.0M 14k 215.79
Air Products & Chemicals (APD) 0.1 $3.0M 11k 282.06
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.9M 29k 99.49
Ingersoll Rand (IR) 0.1 $2.8M 33k 83.18
salesforce (CRM) 0.1 $2.6M 9.6k 272.69
Hilton Worldwide Holdings (HLT) 0.1 $2.6M 9.6k 266.34
Wabtec Corporation (WAB) 0.1 $2.5M 12k 209.35
Thermo Fisher Scientific (TMO) 0.1 $2.5M 6.1k 405.46
Linde SHS (LIN) 0.1 $2.3M 5.0k 469.14
Us Bancorp Del Com New (USB) 0.1 $2.3M 51k 45.25
Illinois Tool Works (ITW) 0.1 $2.3M 9.2k 247.25
Walt Disney Company (DIS) 0.1 $2.0M 16k 124.01
Union Pacific Corporation (UNP) 0.1 $1.9M 8.3k 230.08
Select Sector Spdr Tr Energy (XLE) 0.1 $1.9M 22k 84.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.8M 38k 48.24
Allegion Ord Shs (ALLE) 0.1 $1.8M 13k 144.12
CarMax (KMX) 0.1 $1.8M 27k 67.21
Chevron Corporation (CVX) 0.1 $1.8M 13k 143.19
Airbnb Com Cl A (ABNB) 0.1 $1.8M 14k 132.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.7M 2.7k 617.85
McDonald's Corporation (MCD) 0.1 $1.6M 5.6k 292.17
CVS Caremark Corporation (CVS) 0.1 $1.6M 24k 68.98
Deere & Company (DE) 0.1 $1.6M 3.2k 508.49
Caterpillar (CAT) 0.1 $1.6M 4.0k 388.21
Constellation Brands Cl A (STZ) 0.1 $1.5M 9.4k 162.68
United Parcel Service CL B (UPS) 0.1 $1.5M 15k 100.94
Ge Aerospace Com New (GE) 0.1 $1.5M 5.8k 257.39
Carrier Global Corporation (CARR) 0.1 $1.5M 20k 73.19
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $1.5M 31k 47.75
Mobileye Global Common Class A (MBLY) 0.1 $1.5M 81k 17.98
Waste Management (WM) 0.1 $1.4M 6.1k 228.82
Global X Fds Global X Copper (COPX) 0.1 $1.3M 29k 45.00
Dover Corporation (DOV) 0.1 $1.3M 6.9k 183.23
Booking Holdings (BKNG) 0.1 $1.2M 215.00 5789.24
Wal-Mart Stores (WMT) 0.1 $1.2M 12k 97.78
Marriott Intl Cl A (MAR) 0.1 $1.2M 4.3k 273.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.1k 279.83
Nike CL B (NKE) 0.1 $1.2M 16k 71.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.0k 568.03
Brunswick Corporation (BC) 0.0 $1.1M 20k 55.24
Vanguard World Inf Tech Etf (VGT) 0.0 $1.1M 1.6k 663.28
IDEXX Laboratories (IDXX) 0.0 $1.0M 1.9k 536.34
Meta Platforms Cl A (META) 0.0 $1.0M 1.4k 738.10
Philip Morris International (PM) 0.0 $996k 5.5k 182.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $994k 11k 91.97
Duke Energy Corp Com New (DUK) 0.0 $931k 7.9k 118.00
Masco Corporation (MAS) 0.0 $859k 13k 64.36
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $853k 4.4k 195.42
Otis Worldwide Corp (OTIS) 0.0 $845k 8.5k 99.02
Broadridge Financial Solutions (BR) 0.0 $830k 3.4k 243.03
3M Company (MMM) 0.0 $778k 5.1k 152.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $776k 7.1k 110.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $770k 8.6k 89.22
Ishares Tr Esg Aware Msci (ESML) 0.0 $767k 19k 41.33
Ge Vernova (GEV) 0.0 $724k 1.4k 529.15
Siteone Landscape Supply (SITE) 0.0 $723k 6.0k 120.94
Dominion Resources (D) 0.0 $723k 13k 56.52
American Express Company (AXP) 0.0 $718k 2.3k 318.98
Intel Corporation (INTC) 0.0 $712k 32k 22.40
Tesla Motors (TSLA) 0.0 $697k 2.2k 317.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $673k 11k 61.21
Honeywell International (HON) 0.0 $669k 2.9k 232.88
Nutrien (NTR) 0.0 $632k 11k 58.24
Palantir Technologies Cl A (PLTR) 0.0 $625k 4.6k 136.32
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $610k 5.5k 112.00
Amgen (AMGN) 0.0 $603k 2.2k 279.21
Vanguard Index Fds Small Cp Etf (VB) 0.0 $597k 2.5k 236.98
Arch Cap Group Ord (ACGL) 0.0 $587k 6.5k 91.05
Danaher Corporation (DHR) 0.0 $575k 2.9k 197.54
Zimmer Holdings (ZBH) 0.0 $524k 5.7k 91.21
FedEx Corporation (FDX) 0.0 $520k 2.3k 227.31
Pfizer (PFE) 0.0 $496k 21k 24.24
Eli Lilly & Co. (LLY) 0.0 $468k 600.00 779.53
Ishares Tr Core Msci Eafe (IEFA) 0.0 $467k 5.6k 83.48
Shell Spon Ads (SHEL) 0.0 $458k 6.5k 70.41
Verizon Communications (VZ) 0.0 $455k 11k 43.27
FactSet Research Systems (FDS) 0.0 $453k 1.0k 447.28
Goldman Sachs (GS) 0.0 $442k 625.00 707.75
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $441k 3.8k 116.16
Vanguard World Mega Grwth Ind (MGK) 0.0 $422k 1.2k 366.17
Puretech Health Ads (PRTC) 0.0 $415k 243k 1.71
Spdr Gold Tr Gold Shs (GLD) 0.0 $409k 1.3k 304.83
Qualcomm (QCOM) 0.0 $408k 2.6k 159.26
Wells Fargo & Company (WFC) 0.0 $407k 5.1k 80.12
Becton, Dickinson and (BDX) 0.0 $403k 2.3k 172.25
Norfolk Southern (NSC) 0.0 $393k 1.5k 255.97
PPG Industries (PPG) 0.0 $391k 3.4k 113.75
Avery Dennison Corporation (AVY) 0.0 $380k 2.2k 175.47
At&t (T) 0.0 $376k 13k 28.94
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $361k 1.3k 278.97
Blackstone Group Inc Com Cl A (BX) 0.0 $359k 2.4k 149.58
Vertiv Holdings Com Cl A (VRT) 0.0 $359k 2.8k 128.41
Xylem (XYL) 0.0 $331k 2.6k 129.36
Altria (MO) 0.0 $317k 5.4k 58.63
SYSCO Corporation (SYY) 0.0 $316k 4.2k 75.74
Stryker Corporation (SYK) 0.0 $315k 795.00 395.63
Moody's Corporation (MCO) 0.0 $311k 620.00 501.59
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $308k 11k 27.54
Comcast Corp Cl A (CMCSA) 0.0 $306k 8.6k 35.69
Msa Safety Inc equity (MSA) 0.0 $302k 1.8k 167.53
Advanced Micro Devices (AMD) 0.0 $293k 2.1k 141.90
Paychex (PAYX) 0.0 $290k 2.0k 144.97
Essential Utils (WTRG) 0.0 $278k 7.5k 37.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $269k 475.00 566.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $267k 2.0k 133.31
UnitedHealth (UNH) 0.0 $265k 849.00 311.97
Morgan Stanley Com New (MS) 0.0 $264k 1.9k 140.86
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $263k 3.2k 82.14
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $260k 1.5k 173.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $258k 3.8k 67.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $254k 836.00 303.93
Bristol Myers Squibb (BMY) 0.0 $254k 5.5k 46.29
Darden Restaurants (DRI) 0.0 $251k 1.2k 217.97
Cloudflare Cl A Com (NET) 0.0 $247k 1.3k 195.90
Unilever Spon Adr New (UL) 0.0 $245k 4.0k 61.17
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $230k 3.7k 62.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $229k 800.00 285.86
Ishares Tr Russell 3000 Etf (IWV) 0.0 $228k 650.00 351.00
Welltower Inc Com reit (WELL) 0.0 $226k 1.5k 153.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $223k 983.00 226.59
CSX Corporation (CSX) 0.0 $219k 6.7k 32.63
Caci Intl Cl A (CACI) 0.0 $215k 450.00 476.70
Capital One Financial (COF) 0.0 $211k 993.00 212.76
Hubbell (HUBB) 0.0 $210k 515.00 408.41
Waters Corporation (WAT) 0.0 $209k 600.00 349.04
Asml Holding N V N Y Registry Shs (ASML) 0.0 $203k 253.00 802.83