Birch Hill Investment Advisors

Birch Hill Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 197 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.2 $147M 284k 517.95
Amazon (AMZN) 5.1 $120M 546k 219.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $110M 218k 502.74
Amphenol Corp Cl A (APH) 4.0 $94M 758k 123.75
Apple (AAPL) 4.0 $94M 367k 254.63
Alphabet Cap Stk Cl A (GOOGL) 3.9 $93M 381k 243.10
Marsh & McLennan Companies (MMC) 3.7 $89M 439k 201.53
TJX Companies (TJX) 3.7 $88M 611k 144.54
Ecolab (ECL) 3.4 $81M 294k 273.86
International Business Machines (IBM) 3.3 $78M 277k 282.16
Fiserv (FI) 2.9 $69M 538k 128.93
Rockwell Automation (ROK) 2.9 $68M 196k 349.53
Vertex Pharmaceuticals Incorporated (VRTX) 2.5 $60M 154k 391.64
Edwards Lifesciences (EW) 2.5 $59M 757k 77.77
Intuit (INTU) 2.5 $58M 86k 682.91
Kroger (KR) 2.3 $54M 804k 67.41
Watts Water Technologies Cl A (WTS) 2.2 $52M 186k 279.28
S&p Global (SPGI) 2.2 $51M 106k 486.71
Alphabet Cap Stk Cl C (GOOG) 2.0 $48M 198k 243.55
Lincoln Electric Holdings (LECO) 2.0 $47M 198k 235.83
Asml Holding N V N Y Registry Shs (ASML) 1.6 $38M 39k 968.10
West Pharmaceutical Services (WST) 1.5 $36M 137k 262.33
Mastercard Incorporated Cl A (MA) 1.5 $34M 61k 568.81
Labcorp Holdings Com Shs (LH) 1.4 $34M 120k 287.06
Alcon Ord Shs (ALC) 1.4 $33M 444k 74.51
Costco Wholesale Corporation (COST) 1.4 $33M 36k 925.63
JPMorgan Chase & Co. (JPM) 1.3 $31M 99k 315.43
Analog Devices (ADI) 1.2 $29M 117k 245.70
Ishares Tr Core S&p500 Etf (IVV) 1.2 $27M 41k 669.29
Johnson & Johnson (JNJ) 1.1 $26M 139k 185.42
Pepsi (PEP) 1.1 $25M 180k 140.44
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $25M 211k 118.83
NVIDIA Corporation (NVDA) 0.9 $22M 117k 186.58
W.W. Grainger (GWW) 0.8 $19M 20k 952.96
Chewy Cl A (CHWY) 0.8 $18M 447k 40.45
Carlisle Companies (CSL) 0.7 $18M 53k 328.96
Trane Technologies SHS (TT) 0.7 $16M 38k 421.96
Mondelez Intl Cl A (MDLZ) 0.5 $12M 195k 62.47
Nextera Energy (NEE) 0.5 $12M 161k 75.49
Uber Technologies (UBER) 0.5 $12M 118k 97.97
Bank of America Corporation (BAC) 0.4 $11M 203k 51.59
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $9.6M 145k 66.32
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.4 $9.2M 103k 89.77
Boston Properties (BXP) 0.4 $9.0M 120k 74.34
Oracle Corporation (ORCL) 0.4 $8.9M 32k 281.24
Broadcom (AVGO) 0.3 $8.2M 25k 329.91
Automatic Data Processing (ADP) 0.3 $8.2M 28k 293.50
Merck & Co (MRK) 0.3 $7.9M 94k 83.93
Exxon Mobil Corporation (XOM) 0.3 $7.8M 70k 112.75
Adobe Systems Incorporated (ADBE) 0.3 $7.7M 22k 352.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $7.6M 116k 65.26
Procter & Gamble Company (PG) 0.3 $7.5M 49k 153.65
Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.2M 78k 93.37
Raytheon Technologies Corp (RTX) 0.3 $6.5M 39k 167.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $6.5M 120k 54.18
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.5M 26k 246.60
Abbvie (ABBV) 0.3 $6.4M 28k 231.54
Coca-Cola Company (KO) 0.3 $6.2M 94k 66.32
Gentex Corporation (GNTX) 0.3 $5.9M 210k 28.30
Home Depot (HD) 0.2 $5.7M 14k 405.19
Hayward Hldgs (HAYW) 0.2 $4.9M 324k 15.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.8M 25k 189.70
Mccormick & Co Com Non Vtg (MKC) 0.2 $4.6M 69k 66.91
Roper Industries (ROP) 0.2 $4.5M 9.0k 498.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $4.4M 73k 59.92
Colgate-Palmolive Company (CL) 0.2 $3.9M 49k 79.94
Emerson Electric (EMR) 0.2 $3.9M 30k 131.18
Abbott Laboratories (ABT) 0.1 $3.5M 26k 133.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.4M 14k 241.96
Visa Com Cl A (V) 0.1 $3.2M 9.4k 341.39
Thermo Fisher Scientific (TMO) 0.1 $3.0M 6.1k 485.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.9M 26k 110.59
Air Products & Chemicals (APD) 0.1 $2.8M 10k 272.72
Ingersoll Rand (IR) 0.1 $2.7M 33k 82.62
Hilton Worldwide Holdings (HLT) 0.1 $2.5M 9.8k 259.44
Us Bancorp Del Com New (USB) 0.1 $2.4M 51k 48.33
Illinois Tool Works (ITW) 0.1 $2.4M 9.2k 260.76
Linde SHS (LIN) 0.1 $2.3M 4.9k 474.96
Wabtec Corporation (WAB) 0.1 $2.3M 12k 200.47
Allegion Ord Shs (ALLE) 0.1 $2.2M 13k 177.35
salesforce (CRM) 0.1 $2.2M 9.2k 237.00
Chevron Corporation (CVX) 0.1 $2.1M 13k 155.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.0M 38k 53.40
Walt Disney Company (DIS) 0.1 $2.0M 18k 114.50
Select Sector Spdr Tr Energy (XLE) 0.1 $2.0M 22k 89.34
Union Pacific Corporation (UNP) 0.1 $2.0M 8.3k 236.37
Caterpillar (CAT) 0.1 $1.9M 4.0k 477.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.8M 2.7k 666.18
CVS Caremark Corporation (CVS) 0.1 $1.8M 24k 75.39
Ge Aerospace Com New (GE) 0.1 $1.8M 5.8k 300.82
McDonald's Corporation (MCD) 0.1 $1.7M 5.6k 303.89
Broadridge Financial Solutions (BR) 0.1 $1.7M 7.0k 238.17
Airbnb Com Cl A (ABNB) 0.1 $1.7M 14k 121.42
CarMax (KMX) 0.1 $1.6M 36k 44.87
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $1.6M 31k 50.63
Deere & Company (DE) 0.1 $1.5M 3.2k 457.26
Global X Fds Global X Copper (COPX) 0.1 $1.5M 25k 59.81
Waste Management (WM) 0.1 $1.3M 6.1k 220.83
Vanguard World Inf Tech Etf (VGT) 0.1 $1.2M 1.7k 746.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.2M 2.0k 612.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.2k 293.74
IDEXX Laboratories (IDXX) 0.1 $1.2M 1.9k 638.89
Wal-Mart Stores (WMT) 0.1 $1.2M 12k 103.06
Carrier Global Corporation (CARR) 0.1 $1.2M 20k 59.70
Intel Corporation (INTC) 0.0 $1.2M 35k 33.55
Booking Holdings (BKNG) 0.0 $1.2M 215.00 5399.27
Dover Corporation (DOV) 0.0 $1.1M 6.9k 166.83
Marriott Intl Cl A (MAR) 0.0 $1.1M 4.3k 260.44
United Parcel Service CL B (UPS) 0.0 $1.0M 13k 83.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.0M 11k 96.55
Meta Platforms Cl A (META) 0.0 $1.0M 1.4k 734.39
Kenvue (KVUE) 0.0 $1.0M 63k 16.23
Tesla Motors (TSLA) 0.0 $985k 2.2k 444.72
Duke Energy Corp Com New (DUK) 0.0 $976k 7.9k 123.75
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $893k 4.3k 206.51
Nike CL B (NKE) 0.0 $889k 13k 69.73
Philip Morris International (PM) 0.0 $887k 5.5k 162.20
3M Company (MMM) 0.0 $867k 5.6k 155.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $851k 7.1k 120.72
Ge Vernova (GEV) 0.0 $842k 1.4k 614.90
Palantir Technologies Cl A (PLTR) 0.0 $837k 4.6k 182.42
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $803k 8.6k 92.98
Siteone Landscape Supply (SITE) 0.0 $798k 6.2k 128.80
Brunswick Corporation (BC) 0.0 $791k 13k 63.24
Ishares Tr Esg Aware Msci (ESML) 0.0 $790k 18k 45.08
Dominion Resources (D) 0.0 $782k 13k 61.17
Otis Worldwide Corp (OTIS) 0.0 $781k 8.5k 91.43
American Express Company (AXP) 0.0 $747k 2.3k 332.16
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $715k 11k 65.00
Ishares Gold Tr Ishares New (IAU) 0.0 $702k 9.7k 72.77
Vanguard Index Fds Small Cp Etf (VB) 0.0 $641k 2.5k 254.28
Mobileye Global Common Class A (MBLY) 0.0 $639k 45k 14.12
Nutrien (NTR) 0.0 $637k 11k 58.71
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $621k 5.5k 113.88
Amgen (AMGN) 0.0 $610k 2.2k 282.20
Honeywell International (HON) 0.0 $605k 2.9k 210.50
Arch Cap Group Ord (ACGL) 0.0 $585k 6.5k 90.73
Zimmer Holdings (ZBH) 0.0 $566k 5.7k 98.50
FedEx Corporation (FDX) 0.0 $539k 2.3k 235.81
Danaher Corporation (DHR) 0.0 $531k 2.7k 198.26
Pfizer (PFE) 0.0 $521k 21k 25.48
Verizon Communications (VZ) 0.0 $506k 12k 43.95
Goldman Sachs (GS) 0.0 $498k 625.00 796.35
Ishares Tr Core Msci Eafe (IEFA) 0.0 $489k 5.6k 87.31
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $489k 3.9k 125.95
Spdr Gold Tr Gold Shs (GLD) 0.0 $476k 1.3k 355.47
Shell Spon Ads (SHEL) 0.0 $465k 6.5k 71.53
Vanguard World Mega Grwth Ind (MGK) 0.0 $463k 1.2k 402.42
Norfolk Southern (NSC) 0.0 $462k 1.5k 300.41
Select Sector Spdr Tr Technology (XLK) 0.0 $462k 1.6k 281.86
Altria (MO) 0.0 $452k 6.8k 66.06
Eli Lilly & Co. (LLY) 0.0 $439k 575.00 763.00
Becton, Dickinson and (BDX) 0.0 $429k 2.3k 187.17
Lennar Corp Cl A (LEN) 0.0 $429k 3.4k 126.04
Qualcomm (QCOM) 0.0 $426k 2.6k 166.36
Wells Fargo & Company (WFC) 0.0 $426k 5.1k 83.82
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $422k 1.3k 326.46
Vertiv Holdings Com Cl A (VRT) 0.0 $422k 2.8k 150.86
Blackstone Group Inc Com Cl A (BX) 0.0 $410k 2.4k 170.85
At&t (T) 0.0 $367k 13k 28.24
PPG Industries (PPG) 0.0 $361k 3.4k 105.11
Cisco Systems (CSCO) 0.0 $361k 5.3k 68.42
Avery Dennison Corporation (AVY) 0.0 $347k 2.1k 162.17
SYSCO Corporation (SYY) 0.0 $343k 4.2k 82.34
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $334k 12k 28.90
Advanced Micro Devices (AMD) 0.0 $331k 2.0k 161.79
Msa Safety Inc equity (MSA) 0.0 $310k 1.8k 172.07
Essential Utils (WTRG) 0.0 $299k 7.5k 39.90
Morgan Stanley Com New (MS) 0.0 $297k 1.9k 158.96
Moody's Corporation (MCO) 0.0 $295k 620.00 476.48
UnitedHealth (UNH) 0.0 $293k 849.00 345.30
FactSet Research Systems (FDS) 0.0 $290k 1.0k 286.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $283k 475.00 596.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $283k 2.0k 140.95
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $279k 3.2k 87.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $275k 983.00 279.41
Cloudflare Cl A Com (NET) 0.0 $271k 1.3k 214.67
Comcast Corp Cl A (CMCSA) 0.0 $257k 8.2k 31.42
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $256k 800.00 320.04
Paychex (PAYX) 0.0 $254k 2.0k 126.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $250k 761.00 328.17
Bristol Myers Squibb (BMY) 0.0 $247k 5.5k 45.10
Ishares Tr Russell 3000 Etf (IWV) 0.0 $246k 650.00 378.94
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $240k 1.5k 159.89
CSX Corporation (CSX) 0.0 $238k 6.7k 35.51
Unilever Spon Adr New (UL) 0.0 $237k 4.0k 59.28
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $230k 3.7k 62.71
Cava Group Ord (CAVA) 0.0 $229k 3.8k 60.41
Stryker Corporation (SYK) 0.0 $227k 614.00 369.67
Caci Intl Cl A (CACI) 0.0 $225k 450.00 498.78
Darden Restaurants (DRI) 0.0 $219k 1.2k 190.36
Hubbell (HUBB) 0.0 $217k 504.00 430.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $213k 454.00 468.41
Capital One Financial (COF) 0.0 $211k 993.00 212.58
Welltower Inc Com reit (WELL) 0.0 $205k 1.2k 178.14
Blackrock (BLK) 0.0 $202k 173.00 1165.87
Sera Prognostics Class A Com (SERA) 0.0 $84k 27k 3.06