Birch Hill Investment Advisors

Birch Hill Investment Advisors as of March 31, 2026

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.1 $114M 549k 208.27
Microsoft Corporation (MSFT) 4.7 $104M 281k 370.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $102M 213k 479.20
Alphabet Cap Stk Cl A (GOOGL) 4.2 $94M 325k 287.56
TJX Companies (TJX) 4.2 $93M 579k 159.70
Apple (AAPL) 4.1 $92M 362k 253.79
Amphenol Corp Cl A (APH) 4.0 $88M 698k 126.35
Ecolab (ECL) 3.5 $77M 290k 266.02
Marsh & McLennan Companies (MRSH) 3.3 $74M 428k 173.45
Rockwell Automation (ROK) 3.0 $68M 189k 358.88
International Business Machines (IBM) 3.0 $68M 279k 242.39
Vertex Pharmaceuticals Incorporated (VRTX) 3.0 $67M 151k 446.54
Edwards Lifesciences (EW) 2.7 $59M 740k 80.08
Kroger (KR) 2.6 $57M 793k 72.36
Watts Water Technologies Cl A (WTS) 2.5 $55M 189k 290.29
Asml Hldg Nv N Y Registry Shs (ASML) 2.4 $53M 40k 1320.85
Alphabet Cap Stk Cl C (GOOG) 2.3 $52M 181k 286.86
Lincoln Electric Holdings (LECO) 2.2 $50M 200k 249.08
S&p Global (SPGI) 2.0 $45M 106k 425.34
West Pharmaceutical Services (WST) 1.8 $40M 161k 250.64
Analog Devices (ADI) 1.6 $37M 115k 318.14
Costco Wholesale Corporation (COST) 1.6 $35M 35k 996.43
Johnson & Johnson (JNJ) 1.4 $32M 132k 244.44
Alcon Ord Shs (ALC) 1.4 $31M 414k 75.35
Clorox Company (CLX) 1.4 $31M 298k 103.63
Fiserv (FISV) 1.3 $30M 529k 55.80
Pepsi (PEP) 1.3 $29M 186k 155.29
Mastercard Incorporated Cl A (MA) 1.3 $29M 57k 499.66
JPMorgan Chase & Co. (JPM) 1.3 $28M 96k 294.16
Ishares Tr Core S&p500 Etf (IVV) 1.2 $27M 41k 653.20
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $26M 211k 124.31
W.W. Grainger (GWW) 1.0 $23M 21k 1090.81
NVIDIA Corporation (NVDA) 1.0 $22M 129k 174.40
Chewy Cl A (CHWY) 0.9 $19M 714k 27.00
Carlisle Companies (CSL) 0.7 $16M 49k 333.62
Labcorp Holdings Com Shs (LH) 0.7 $16M 61k 266.81
Trane Technologies SHS (TT) 0.7 $16M 38k 416.74
Nextera Energy (NEE) 0.7 $15M 166k 92.88
Procter & Gamble Company (PG) 0.6 $13M 89k 144.44
Exxon Mobil Corporation (XOM) 0.5 $11M 67k 169.66
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.5 $11M 156k 68.91
Merck & Co (MRK) 0.5 $11M 89k 120.29
Bank of America Corporation (BAC) 0.4 $8.9M 183k 48.75
Uber Technologies (UBER) 0.4 $8.2M 114k 71.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.0M 119k 67.53
Ishares Tr Msci Eafe Etf (EFA) 0.4 $7.9M 81k 97.13
Broadcom (AVGO) 0.3 $7.7M 25k 309.51
Intuit (INTU) 0.3 $7.3M 17k 432.38
Raytheon Technologies Corp (RTX) 0.3 $7.1M 37k 192.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $7.0M 130k 54.05
Coca-Cola Company (KO) 0.3 $6.9M 90k 76.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $6.8M 35k 191.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $6.5M 102k 64.08
Boston Properties (BXP) 0.3 $6.0M 115k 51.90
Abbvie (ABBV) 0.2 $5.6M 26k 217.49
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $5.4M 103k 52.76
Automatic Data Processing (ADP) 0.2 $5.3M 26k 203.18
Home Depot (HD) 0.2 $4.6M 14k 328.89
Accenture Plc Ireland Shs Class A (ACN) 0.2 $4.4M 22k 198.29
Visa Com Cl A (V) 0.2 $4.4M 14k 302.25
Hayward Hldgs (HAYW) 0.2 $4.3M 324k 13.38
Oracle Corporation (ORCL) 0.2 $4.1M 28k 147.11
Colgate-Palmolive Company (CL) 0.2 $4.0M 47k 85.23
Emerson Electric (EMR) 0.2 $3.8M 29k 131.02
Ishares Tr Russell 2000 Etf (IWM) 0.2 $3.5M 14k 248.00
Hilton Worldwide Holdings (HLT) 0.2 $3.4M 11k 304.08
Gentex Corporation (GNTX) 0.2 $3.4M 154k 21.85
Mccormick & Co Com Non Vtg (MKC) 0.1 $3.3M 66k 50.44
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $3.1M 26k 118.45
Caterpillar (CAT) 0.1 $2.9M 4.0k 708.46
Thermo Fisher Scientific (TMO) 0.1 $2.8M 5.8k 491.53
Air Products & Chemicals (APD) 0.1 $2.7M 9.4k 290.49
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $2.7M 44k 61.26
Ingersoll Rand (IR) 0.1 $2.7M 33k 80.12
Mondelez Intl Cl A (MDLZ) 0.1 $2.6M 46k 57.64
Wabtec Corporation (WAB) 0.1 $2.6M 11k 249.91
Us Bancorp Com New (USB) 0.1 $2.6M 49k 52.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.5M 44k 56.79
Broadridge Financial Solutions (BR) 0.1 $2.4M 15k 162.48
Abbott Laboratories (ABT) 0.1 $2.4M 23k 102.67
Linde SHS (LIN) 0.1 $2.3M 4.7k 495.71
Chevron Corporation (CVX) 0.1 $2.3M 11k 206.90
Illinois Tool Works (ITW) 0.1 $2.3M 8.8k 260.29
Roper Industries (ROP) 0.1 $1.9M 5.4k 353.86
Nike CL B (NKE) 0.1 $1.9M 36k 52.82
Union Pacific Corporation (UNP) 0.1 $1.9M 7.8k 242.62
Global X Fds Global X Copper (COPX) 0.1 $1.9M 25k 76.35
Ge Aerospace Com New (GE) 0.1 $1.9M 6.5k 283.77
Allegion Ord Shs (ALLE) 0.1 $1.8M 13k 145.29
Deere & Company (DE) 0.1 $1.8M 3.2k 563.30
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.8M 2.7k 650.34
Airbnb Com Cl A (ABNB) 0.1 $1.8M 14k 126.28
McDonald's Corporation (MCD) 0.1 $1.8M 5.6k 310.79
Dover Corporation (DOV) 0.1 $1.6M 7.6k 208.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M 2.7k 597.62
CVS Caremark Corporation (CVS) 0.1 $1.5M 21k 71.82
Wal-Mart Stores (WMT) 0.1 $1.5M 12k 124.28
Ge Vernova (GEV) 0.1 $1.5M 1.7k 872.90
Walt Disney Company (DIS) 0.1 $1.4M 15k 96.38
Marriott Intl Cl A (MAR) 0.1 $1.4M 4.3k 327.07
Intel Corporation (INTC) 0.1 $1.4M 32k 44.13
Waste Management (WM) 0.1 $1.4M 6.1k 229.79
Vanguard World Inf Tech Etf (VGT) 0.1 $1.4M 2.0k 697.72
salesforce (CRM) 0.1 $1.2M 6.5k 186.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.2k 287.18
Tesla Motors (TSLA) 0.1 $1.2M 3.1k 371.75
IDEXX Laboratories (IDXX) 0.0 $1.1M 1.9k 561.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.0M 11k 97.23
Duke Energy Corp Com New (DUK) 0.0 $1.0M 7.9k 130.94
Siteone Landscape Supply (SITE) 0.0 $1.0M 7.6k 133.11
Carrier Global Corporation (CARR) 0.0 $1.0M 18k 56.31
United Parcel Svcs CL B (UPS) 0.0 $999k 10k 98.38
Meta Platforms Cl A (META) 0.0 $965k 1.7k 572.14
Ishares Gold Tr Ishares New (IAU) 0.0 $939k 11k 88.16
Vertiv Holdings Com Cl A (VRT) 0.0 $908k 3.6k 250.58
Philip Morris International (PM) 0.0 $905k 5.5k 165.34
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $863k 29k 29.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $858k 6.2k 138.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $830k 8.7k 95.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $798k 7.1k 113.11
Nutrien (NTR) 0.0 $792k 11k 75.46
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $791k 3.7k 211.15
FedEx Corporation (FDX) 0.0 $790k 2.2k 356.18
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $775k 5.8k 132.90
Booking Holdings (BKNG) 0.0 $758k 180.00 4210.32
Dominion Resources (D) 0.0 $747k 12k 61.82
3M Company (MMM) 0.0 $731k 5.0k 145.23
Amgen (AMGN) 0.0 $725k 2.1k 351.85
Vanguard Index Fds Small Cp Etf (VB) 0.0 $690k 2.6k 261.92
American Express Company (AXP) 0.0 $690k 2.3k 302.48
Ishares Tr Esg Aware Msci (ESML) 0.0 $664k 14k 47.02
Constellation Energy (CEG) 0.0 $655k 2.3k 279.25
CarMax (KMX) 0.0 $646k 16k 41.58
Eli Lilly & Co. (LLY) 0.0 $624k 678.00 919.77
Arch Cap Group Ord (ACGL) 0.0 $619k 6.5k 95.99
Brunswick Corporation (BC) 0.0 $618k 8.5k 72.76
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $607k 5.5k 111.37
Shell Spon Ads (SHEL) 0.0 $605k 6.5k 93.00
Pfizer (PFE) 0.0 $603k 22k 28.08
Otis Worldwide Corp (OTIS) 0.0 $581k 7.5k 77.08
Spdr Gold Tr Gold Shs (GLD) 0.0 $538k 1.3k 430.29
Palantir Technologies Cl A (PLTR) 0.0 $534k 3.7k 146.28
Vistra Energy (VST) 0.0 $532k 3.5k 150.33
Goldman Sachs (GS) 0.0 $529k 625.00 845.99
Verizon Communications (VZ) 0.0 $528k 11k 50.20
Ishares Tr Core Msci Eafe (IEFA) 0.0 $504k 5.6k 90.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $496k 1.5k 338.05
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $496k 1.3k 383.52
Danaher Corporation (DHR) 0.0 $485k 2.6k 189.60
Norfolk Southern (NSC) 0.0 $441k 1.5k 287.00
Zimmer Holdings (ZBH) 0.0 $433k 4.8k 90.42
Vanguard World Mega Grwth Ind (MGK) 0.0 $423k 1.2k 367.44
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $423k 11k 38.42
Adobe Systems Incorporated (ADBE) 0.0 $420k 1.7k 243.08
Wells Fargo & Company (WFC) 0.0 $404k 5.1k 79.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $403k 2.7k 148.10
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $400k 3.3k 121.19
Arista Networks Com Shs (ANET) 0.0 $372k 3.0k 122.76
Avery Dennison Corporation (AVY) 0.0 $359k 2.1k 172.68
Altria (MO) 0.0 $356k 5.4k 65.99
Cava Group Ord (CAVA) 0.0 $355k 4.4k 80.90
PPG Industries (PPG) 0.0 $354k 3.3k 106.88
Bristol Myers Squibb (BMY) 0.0 $351k 5.8k 60.65
Becton, Dickinson and (BDX) 0.0 $348k 2.2k 157.23
Honeywell International (HON) 0.0 $344k 1.5k 226.03
Cisco Systems (CSCO) 0.0 $333k 4.3k 77.59
Qualcomm (QCOM) 0.0 $325k 2.5k 128.78
Morgan Stanley Com New (MS) 0.0 $308k 1.9k 164.57
Essential Utils (WTRG) 0.0 $301k 7.5k 40.27
Msa Safety Inc equity (MSA) 0.0 $295k 1.8k 163.95
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $293k 475.00 616.76
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $289k 1.3k 215.06
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $286k 3.2k 89.33
At&t (T) 0.0 $281k 9.7k 28.99
CSX Corporation (CSX) 0.0 $275k 6.7k 41.05
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $273k 9.3k 29.43
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $271k 3.7k 73.91
Moody's Corporation (MCO) 0.0 $271k 620.00 436.25
Mobileye Global Common Class A (MBLY) 0.0 $269k 39k 6.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $261k 8.5k 30.68
Waters Corporation (WAT) 0.0 $261k 875.00 297.80
Advanced Micro Devices (AMD) 0.0 $252k 1.2k 203.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $251k 800.00 313.81
Hubbell (HUBB) 0.0 $247k 504.00 490.74
Caci Intl Cl A (CACI) 0.0 $245k 450.00 543.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $243k 758.00 320.81
Compass Cl A (COMP) 0.0 $236k 32k 7.31
Ross Stores (ROST) 0.0 $236k 1.1k 216.63
Ishares Tr Russell 3000 Etf (IWV) 0.0 $234k 630.00 370.68
Welltower Inc Com reit (WELL) 0.0 $228k 1.2k 197.71
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $211k 4.0k 52.85
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $208k 3.0k 68.47
SYSCO Corporation (SYY) 0.0 $205k 2.9k 71.33
Unilever Spon Adr New (UL) 0.0 $203k 3.6k 56.97
Sera Prognostics Class A Com (SERA) 0.0 $55k 27k 2.03