Birch Hill Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 200 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $137M | 283k | 483.62 | |
| Amazon (AMZN) | 5.2 | $125M | 540k | 230.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $113M | 362k | 313.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $109M | 217k | 502.65 | |
| Amphenol Corp Cl A (APH) | 4.1 | $99M | 732k | 135.14 | |
| Apple (AAPL) | 4.1 | $99M | 363k | 271.86 | |
| TJX Companies (TJX) | 3.8 | $92M | 599k | 153.61 | |
| International Business Machines (IBM) | 3.5 | $84M | 282k | 296.21 | |
| Marsh & McLennan Companies (MMC) | 3.4 | $81M | 439k | 185.52 | |
| Ecolab (ECL) | 3.2 | $77M | 294k | 262.52 | |
| Rockwell Automation (ROK) | 3.1 | $75M | 193k | 389.07 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $69M | 153k | 453.36 | |
| Edwards Lifesciences (EW) | 2.6 | $63M | 744k | 85.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $59M | 189k | 313.80 | |
| Intuit (INTU) | 2.5 | $59M | 89k | 662.42 | |
| S&p Global (SPGI) | 2.3 | $56M | 106k | 522.59 | |
| Watts Water Technologies Cl A (WTS) | 2.2 | $52M | 190k | 276.02 | |
| Kroger (KR) | 2.1 | $50M | 793k | 62.48 | |
| Lincoln Electric Holdings (LECO) | 2.0 | $48M | 201k | 239.64 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $42M | 40k | 1069.87 | |
| West Pharmaceutical Services (WST) | 1.7 | $42M | 152k | 275.14 | |
| Alcon Ord Shs (ALC) | 1.5 | $35M | 442k | 78.81 | |
| Mastercard Incorporated Cl A (MA) | 1.4 | $33M | 58k | 570.88 | |
| Fiserv (FI) | 1.4 | $33M | 488k | 67.17 | |
| Analog Devices (ADI) | 1.3 | $32M | 116k | 271.20 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $31M | 97k | 322.22 | |
| Costco Wholesale Corporation (COST) | 1.3 | $30M | 35k | 862.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $28M | 41k | 684.93 | |
| Johnson & Johnson (JNJ) | 1.2 | $28M | 134k | 206.95 | |
| Pepsi (PEP) | 1.1 | $27M | 185k | 143.52 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $25M | 212k | 120.18 | |
| NVIDIA Corporation (NVDA) | 0.9 | $22M | 119k | 186.50 | |
| Clorox Company (CLX) | 0.9 | $22M | 219k | 100.83 | |
| W.W. Grainger (GWW) | 0.9 | $22M | 21k | 1009.05 | |
| Labcorp Holdings Com Shs (LH) | 0.9 | $21M | 83k | 250.88 | |
| Carlisle Companies (CSL) | 0.6 | $15M | 48k | 319.86 | |
| Chewy Cl A (CHWY) | 0.6 | $15M | 457k | 33.05 | |
| Trane Technologies SHS (TT) | 0.6 | $15M | 38k | 389.20 | |
| Nextera Energy (NEE) | 0.5 | $13M | 158k | 80.28 | |
| Procter & Gamble Company (PG) | 0.5 | $12M | 81k | 143.31 | |
| Bank of America Corporation (BAC) | 0.5 | $11M | 198k | 55.00 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $9.9M | 150k | 65.91 | |
| Uber Technologies (UBER) | 0.4 | $9.6M | 117k | 81.71 | |
| Merck & Co (MRK) | 0.4 | $9.4M | 89k | 105.26 | |
| Broadcom (AVGO) | 0.4 | $8.6M | 25k | 346.10 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $8.1M | 68k | 120.34 | |
| Boston Properties (BXP) | 0.3 | $8.1M | 120k | 67.48 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $7.8M | 119k | 66.00 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $7.5M | 78k | 96.03 | |
| Automatic Data Processing (ADP) | 0.3 | $7.1M | 28k | 257.23 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $7.0M | 103k | 68.36 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $6.8M | 37k | 183.40 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $6.5M | 121k | 53.76 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $6.3M | 24k | 268.30 | |
| Coca-Cola Company (KO) | 0.3 | $6.3M | 90k | 69.91 | |
| Abbvie (ABBV) | 0.2 | $5.9M | 26k | 228.49 | |
| Oracle Corporation (ORCL) | 0.2 | $5.6M | 29k | 194.91 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $5.5M | 29k | 191.56 | |
| Hayward Hldgs (HAYW) | 0.2 | $5.0M | 324k | 15.45 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $4.9M | 91k | 53.83 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $4.8M | 77k | 62.47 | |
| Home Depot (HD) | 0.2 | $4.8M | 14k | 344.10 | |
| Visa Com Cl A (V) | 0.2 | $4.5M | 13k | 350.72 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $4.5M | 67k | 68.11 | |
| Emerson Electric (EMR) | 0.2 | $3.9M | 30k | 132.72 | |
| Gentex Corporation (GNTX) | 0.2 | $3.9M | 168k | 23.27 | |
| Colgate-Palmolive Company (CL) | 0.2 | $3.8M | 48k | 79.02 | |
| Roper Industries (ROP) | 0.1 | $3.5M | 7.9k | 445.13 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $3.5M | 14k | 246.16 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.3M | 5.8k | 579.45 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $3.1M | 11k | 287.25 | |
| Abbott Laboratories (ABT) | 0.1 | $3.1M | 25k | 125.29 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.9M | 26k | 113.72 | |
| Us Bancorp Del Com New (USB) | 0.1 | $2.7M | 50k | 53.36 | |
| Ingersoll Rand (IR) | 0.1 | $2.6M | 33k | 79.22 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.4M | 44k | 54.71 | |
| Wabtec Corporation (WAB) | 0.1 | $2.4M | 11k | 213.45 | |
| Caterpillar (CAT) | 0.1 | $2.3M | 4.0k | 572.87 | |
| Air Products & Chemicals (APD) | 0.1 | $2.2M | 9.1k | 247.02 | |
| salesforce (CRM) | 0.1 | $2.2M | 8.4k | 264.91 | |
| Nike CL B (NKE) | 0.1 | $2.2M | 34k | 63.71 | |
| Illinois Tool Works (ITW) | 0.1 | $2.2M | 8.8k | 246.30 | |
| Linde SHS (LIN) | 0.1 | $2.1M | 4.8k | 426.35 | |
| Allegion Ord Shs (ALLE) | 0.1 | $2.0M | 13k | 159.22 | |
| Broadridge Financial Solutions (BR) | 0.1 | $2.0M | 8.9k | 223.17 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $2.0M | 44k | 44.71 | |
| Walt Disney Company (DIS) | 0.1 | $1.9M | 17k | 113.77 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.9M | 2.7k | 681.92 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | 8.0k | 231.32 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $1.8M | 14k | 135.72 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | 5.8k | 308.03 | |
| Global X Fds Global X Copper (COPX) | 0.1 | $1.8M | 25k | 71.79 | |
| Chevron Corporation (CVX) | 0.1 | $1.8M | 12k | 152.41 | |
| McDonald's Corporation (MCD) | 0.1 | $1.7M | 5.6k | 305.63 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.7M | 21k | 79.36 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.7M | 2.7k | 627.21 | |
| Dover Corporation (DOV) | 0.1 | $1.5M | 7.9k | 195.24 | |
| Deere & Company (DE) | 0.1 | $1.5M | 3.2k | 465.57 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | 1.8k | 753.78 | |
| Waste Management (WM) | 0.1 | $1.3M | 6.1k | 219.71 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.3M | 4.3k | 310.24 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | 12k | 111.41 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | 1.9k | 676.53 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | 4.2k | 290.22 | |
| Intel Corporation (INTC) | 0.0 | $1.2M | 32k | 36.90 | |
| Tesla Motors (TSLA) | 0.0 | $1.2M | 2.6k | 449.72 | |
| Booking Holdings (BKNG) | 0.0 | $1.2M | 215.00 | 5355.33 | |
| United Parcel Service CL B (UPS) | 0.0 | $1.1M | 12k | 99.19 | |
| Meta Platforms Cl A (META) | 0.0 | $1.1M | 1.7k | 660.10 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $1.1M | 29k | 38.73 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.0M | 11k | 96.27 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $972k | 2.8k | 350.05 | |
| Carrier Global Corporation (CARR) | 0.0 | $945k | 18k | 52.84 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $925k | 7.9k | 117.21 | |
| Philip Morris International (PM) | 0.0 | $886k | 5.5k | 160.40 | |
| Ge Vernova (GEV) | 0.0 | $878k | 1.3k | 653.57 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $869k | 7.1k | 123.26 | |
| Brunswick Corporation (BC) | 0.0 | $847k | 11k | 74.24 | |
| American Express Company (AXP) | 0.0 | $844k | 2.3k | 369.95 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $810k | 8.5k | 95.09 | |
| 3M Company (MMM) | 0.0 | $806k | 5.0k | 160.10 | |
| Siteone Landscape Supply (SITE) | 0.0 | $805k | 6.5k | 124.56 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $797k | 4.5k | 177.75 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $790k | 3.7k | 212.07 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $784k | 9.7k | 81.17 | |
| Dominion Resources (D) | 0.0 | $738k | 13k | 58.59 | |
| Constellation Energy (CEG) | 0.0 | $722k | 2.0k | 353.27 | |
| Profesionally Managed Portfo Akre Focus Etf | 0.0 | $694k | 11k | 65.51 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $676k | 2.6k | 257.95 | |
| Amgen (AMGN) | 0.0 | $674k | 2.1k | 327.31 | |
| Nutrien (NTR) | 0.0 | $670k | 11k | 61.72 | |
| Eli Lilly & Co. (LLY) | 0.0 | $660k | 614.00 | 1074.68 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $658k | 7.5k | 87.35 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $649k | 14k | 45.98 | |
| FedEx Corporation (FDX) | 0.0 | $640k | 2.2k | 288.86 | |
| CarMax (KMX) | 0.0 | $630k | 16k | 38.64 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $621k | 5.5k | 113.92 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $619k | 6.5k | 95.92 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $609k | 4.2k | 143.97 | |
| Danaher Corporation (DHR) | 0.0 | $590k | 2.6k | 228.92 | |
| Goldman Sachs (GS) | 0.0 | $549k | 625.00 | 879.00 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $546k | 11k | 49.65 | |
| Pfizer (PFE) | 0.0 | $546k | 22k | 24.90 | |
| Vistra Energy (VST) | 0.0 | $518k | 3.2k | 161.33 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $498k | 5.6k | 89.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $491k | 1.2k | 396.31 | |
| Zimmer Holdings (ZBH) | 0.0 | $478k | 5.3k | 89.92 | |
| Shell Spon Ads (SHEL) | 0.0 | $478k | 6.5k | 73.48 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $475k | 1.2k | 412.77 | |
| Wells Fargo & Company (WFC) | 0.0 | $473k | 5.1k | 93.20 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $466k | 1.3k | 360.24 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $450k | 2.8k | 162.01 | |
| Norfolk Southern (NSC) | 0.0 | $444k | 1.5k | 288.72 | |
| Qualcomm (QCOM) | 0.0 | $431k | 2.5k | 171.05 | |
| Becton, Dickinson and (BDX) | 0.0 | $430k | 2.2k | 194.07 | |
| Verizon Communications (VZ) | 0.0 | $428k | 11k | 40.73 | |
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $415k | 3.2k | 128.83 | |
| Mobileye Global Common Class A (MBLY) | 0.0 | $408k | 39k | 10.44 | |
| PPG Industries (PPG) | 0.0 | $393k | 3.8k | 102.46 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $390k | 2.7k | 143.52 | |
| Advanced Micro Devices (AMD) | 0.0 | $388k | 1.8k | 214.16 | |
| Avery Dennison Corporation (AVY) | 0.0 | $379k | 2.1k | 181.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $369k | 1.2k | 304.00 | |
| Cisco Systems (CSCO) | 0.0 | $367k | 4.8k | 77.03 | |
| Kenvue (KVUE) | 0.0 | $365k | 21k | 17.25 | |
| Cava Group Ord (CAVA) | 0.0 | $351k | 6.0k | 58.69 | |
| Morgan Stanley Com New (MS) | 0.0 | $332k | 1.9k | 177.53 | |
| Moody's Corporation (MCO) | 0.0 | $317k | 620.00 | 510.85 | |
| Bristol Myers Squibb (BMY) | 0.0 | $312k | 5.8k | 53.94 | |
| Altria (MO) | 0.0 | $311k | 5.4k | 57.66 | |
| Honeywell International (HON) | 0.0 | $297k | 1.5k | 195.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $295k | 1.3k | 219.78 | |
| FactSet Research Systems (FDS) | 0.0 | $294k | 1.0k | 290.19 | |
| Msa Safety Inc equity (MSA) | 0.0 | $288k | 1.8k | 160.14 | |
| Essential Utils (WTRG) | 0.0 | $287k | 7.5k | 38.36 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $287k | 475.00 | 603.28 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $282k | 3.2k | 88.08 | |
| UnitedHealth (UNH) | 0.0 | $277k | 840.00 | 330.11 | |
| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.0 | $264k | 8.9k | 29.79 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $258k | 800.00 | 323.01 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $254k | 758.00 | 335.27 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $252k | 650.00 | 386.85 | |
| CSX Corporation (CSX) | 0.0 | $243k | 6.7k | 36.25 | |
| Capital One Financial (COF) | 0.0 | $241k | 993.00 | 242.36 | |
| Caci Intl Cl A (CACI) | 0.0 | $240k | 450.00 | 532.81 | |
| At&t (T) | 0.0 | $239k | 9.6k | 24.84 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $233k | 8.5k | 27.43 | |
| Unilever Spon Adr New | 0.0 | $232k | 3.6k | 65.40 | |
| Waters Corporation (WAT) | 0.0 | $228k | 600.00 | 379.83 | |
| Paychex (PAYX) | 0.0 | $224k | 2.0k | 112.18 | |
| Hubbell (HUBB) | 0.0 | $224k | 504.00 | 444.11 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $222k | 3.7k | 60.53 | |
| SYSCO Corporation (SYY) | 0.0 | $222k | 3.0k | 73.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $215k | 454.00 | 473.30 | |
| Welltower Inc Com reit (WELL) | 0.0 | $214k | 1.2k | 185.61 | |
| Arista Networks Com Shs (ANET) | 0.0 | $210k | 1.6k | 130.99 | |
| Cloudflare Cl A Com (NET) | 0.0 | $209k | 1.1k | 197.23 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $207k | 6.9k | 29.89 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $200k | 326.00 | 614.81 | |
| Sera Prognostics Class A Com (SERA) | 0.0 | $81k | 27k | 2.95 |
