Q1 2025 · 13F-HR
Birch Hill Investment Advisors LLCholdings as filed
Filed 2025-04-18 · accession 0001172661-25-001512
$2.11B
Reported value
187
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $119.8M | 5.68% | 224,881 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $117.6M | 5.58% | 532,468 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $106.4M | 5.05% | 283,380 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $105.1M | 4.98% | 430,488 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $104.1M | 4.94% | 547,072 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $78.4M | 3.72% | 353,053 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $76.9M | 3.65% | 303,484 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $76.5M | 3.63% | 627,692 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $71.9M | 3.41% | 148,304 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $68.9M | 3.27% | 445,571 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $67.8M | 3.22% | 272,827 | Common | SOLE |
| 501044101 | KR | KROGER CO | $59.1M | 2.80% | 872,866 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $54.8M | 2.60% | 756,599 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $52.8M | 2.50% | 103,922 | Common | SOLE |
| 461202103 | INTU | INTUIT | $52.5M | 2.49% | 85,580 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $51.7M | 2.45% | 787,726 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $51.1M | 2.42% | 197,863 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $39.6M | 1.88% | 417,139 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $37.4M | 1.77% | 183,479 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $37.1M | 1.76% | 196,344 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $34.8M | 1.65% | 63,407 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $34.7M | 1.64% | 36,666 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $34.0M | 1.62% | 217,946 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $33.4M | 1.59% | 143,644 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $27.9M | 1.33% | 267,253 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $25.6M | 1.22% | 127,158 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $25.2M | 1.19% | 102,548 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $24.9M | 1.18% | 150,110 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $23.3M | 1.10% | 41,403 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $21.6M | 1.02% | 317,896 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $20.0M | 0.95% | 20,222 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $17.8M | 0.85% | 46,534 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $16.6M | 0.79% | 48,864 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $13.7M | 0.65% | 152,976 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $12.6M | 0.60% | 37,502 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $10.3M | 0.49% | 68,364 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $10.0M | 0.48% | 58,834 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $9.5M | 0.45% | 30,467 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $9.3M | 0.44% | 222,425 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $8.6M | 0.41% | 28,151 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $8.5M | 0.40% | 116,947 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $8.3M | 0.40% | 70,184 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $7.4M | 0.35% | 316,755 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.2M | 0.34% | 110,970 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $6.8M | 0.32% | 116,864 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.8M | 0.32% | 94,426 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $6.2M | 0.30% | 76,262 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $5.9M | 0.28% | 62,663 | Common | SOLE |
| 46641Q217 | BBJP | J P MORGAN EXCHANGE TRADED F | $5.8M | 0.28% | 104,086 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $5.8M | 0.27% | 27,654 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $5.7M | 0.27% | 69,395 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $5.5M | 0.26% | 121,581 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.4M | 0.26% | 49,946 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $5.4M | 0.26% | 14,738 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $5.3M | 0.25% | 75,405 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5.3M | 0.25% | 39,869 | Common | SOLE |
| 60741F104 | MBLY | MOBILEYE GLOBAL INC | $5.1M | 0.24% | 351,620 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $4.8M | 0.23% | 28,666 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $4.7M | 0.22% | 33,312 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HLDGS INC | $4.4M | 0.21% | 318,918 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $4.3M | 0.20% | 14,474 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 0.20% | 24,077 | Common | SOLE |
| 101121101 | BXP | BXP INC | $3.8M | 0.18% | 55,825 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.7M | 0.18% | 7,417 | Common | SOLE |
| 464287879 | IJS | ISHARES TR | $3.6M | 0.17% | 37,265 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $3.5M | 0.16% | 26,110 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $3.3M | 0.16% | 101,795 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.2M | 0.15% | 29,619 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.2M | 0.15% | 9,119 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $3.2M | 0.15% | 132,578 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 0.14% | 58,515 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $2.9M | 0.14% | 14,464 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.8M | 0.13% | 10,517 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $2.8M | 0.13% | 4,771 | Common | SOLE |
| 929740108 | WAB | WABTEC | $2.8M | 0.13% | 15,209 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $2.6M | 0.13% | 33,090 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $2.6M | 0.12% | 14,205 | Common | SOLE |
| 574599106 | MAS | MASCO CORP | $2.6M | 0.12% | 37,360 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $2.4M | 0.11% | 25,745 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $2.3M | 0.11% | 14,027 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $2.3M | 0.11% | 5,001 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $2.3M | 0.11% | 9,163 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $2.3M | 0.11% | 29,034 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $2.3M | 0.11% | 20,561 | Common | SOLE |
| 902973304 | USB | US BANCORP DEL | $2.2M | 0.10% | 51,620 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $2.1M | 0.10% | 9,380 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $2.0M | 0.10% | 8,558 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.0M | 0.09% | 20,045 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.8M | 0.08% | 5,649 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $1.7M | 0.08% | 37,889 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $1.6M | 0.08% | 25,805 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.6M | 0.08% | 2,921 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PLC | $1.6M | 0.08% | 12,500 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $1.6M | 0.08% | 30,024 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $1.6M | 0.08% | 23,725 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.5M | 0.07% | 3,265 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.4M | 0.07% | 6,101 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $1.4M | 0.06% | 4,098 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $1.3M | 0.06% | 20,891 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.2M | 0.06% | 10,318 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $1.2M | 0.06% | 6,970 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.2M | 0.06% | 5,843 | Common | SOLE |
| 37954Y830 | COPX | GLOBAL X FDS | $1.1M | 0.05% | 29,240 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $1.1M | 0.05% | 30,761 | Common | SOLE |
| 25746U109 | D | DOMINION ENERGY INC | $1.1M | 0.05% | 19,335 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.1M | 0.05% | 4,147 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.1M | 0.05% | 2,056 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $1.0M | 0.05% | 4,264 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $1.0M | 0.05% | 218 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $986,496 | 0.05% | 11,237 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $962,340 | 0.05% | 9,325 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $962,099 | 0.05% | 7,888 | Common | SOLE |
| 464287499 | IWR | ISHARES TR | $920,968 | 0.04% | 10,826 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $894,385 | 0.04% | 1,649 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $868,412 | 0.04% | 5,471 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $835,693 | 0.04% | 4,385 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $827,997 | 0.04% | 5,638 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $802,104 | 0.04% | 1,910 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $757,441 | 0.04% | 1,314 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $722,178 | 0.03% | 31,800 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $697,410 | 0.03% | 3,402 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $692,813 | 0.03% | 8,481 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $678,175 | 0.03% | 5,992 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $672,948 | 0.03% | 2,160 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $672,656 | 0.03% | 5,539 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $654,544 | 0.03% | 7,051 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $633,351 | 0.03% | 2,765 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $620,361 | 0.03% | 6,450 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $619,632 | 0.03% | 2,391 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $608,146 | 0.03% | 2,872 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $605,362 | 0.03% | 2,250 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $598,523 | 0.03% | 12,050 | Common | SOLE |
| 746237106 | PRTCY | PURETECH HEALTH PLC | $560,349 | 0.03% | 302,000 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $559,032 | 0.03% | 2,521 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $557,519 | 0.03% | 2,287 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $545,000 | 0.03% | 5,450 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $527,199 | 0.03% | 20,805 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $522,177 | 0.02% | 11,512 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $514,910 | 0.02% | 11,000 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $499,195 | 0.02% | 1,098 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $492,070 | 0.02% | 940 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $476,320 | 0.02% | 6,500 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $457,886 | 0.02% | 11,921 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $428,633 | 0.02% | 5,666 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $417,318 | 0.02% | 1,367 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $405,204 | 0.02% | 4,801 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $393,549 | 0.02% | 2,562 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $385,483 | 0.02% | 2,166 | Common | SOLE |
| 693506107 | PPG | PPG INDS INC | $375,399 | 0.02% | 3,433 | Common | SOLE |
| 00206R102 | T | AT&T INC | $367,697 | 0.02% | 13,002 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $364,621 | 0.02% | 5,079 | Common | SOLE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $364,038 | 0.02% | 1,537 | Common | SOLE |
| 921910816 | MGK | VANGUARD WORLD FD | $355,521 | 0.02% | 1,151 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $352,971 | 0.02% | 1,225 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $343,893 | 0.02% | 3,358 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $343,447 | 0.02% | 2,875 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $341,431 | 0.02% | 625 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $334,347 | 0.02% | 5,482 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $327,074 | 0.02% | 2,120 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $324,108 | 0.02% | 5,400 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $318,770 | 0.02% | 4,248 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $316,528 | 0.02% | 8,578 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $295,939 | 0.01% | 795 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $295,843 | 0.01% | 7,484 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $288,728 | 0.01% | 620 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $273,517 | 0.01% | 1,293 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $265,582 | 0.01% | 1,900 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $264,042 | 0.01% | 1,800 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $258,565 | 0.01% | 2,005 | Common | SOLE |
| 97717W307 | DLN | WISDOMTREE TR | $253,984 | 0.01% | 3,200 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $253,403 | 0.01% | 475 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $246,563 | 0.01% | 3,415 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $238,924 | 0.01% | 1,150 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $238,200 | 0.01% | 4,000 | Common | SOLE |
| 37954Y293 | MLPX | GLOBAL X FDS | $233,927 | 0.01% | 3,666 | Common | SOLE |
| 46138G516 | RSPE | INVESCO EXCH TRADED FD TR II | $233,083 | 0.01% | 8,959 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $232,570 | 0.01% | 3,834 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $231,140 | 0.01% | 841 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $229,957 | 0.01% | 1,971 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $225,525 | 0.01% | 1,472 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $221,142 | 0.01% | 600 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $219,915 | 0.01% | 1,500 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $213,911 | 0.01% | 259 | Common | SOLE |
| 464288810 | IHI | ISHARES TR | $210,665 | 0.01% | 3,500 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $208,069 | 0.01% | 3,480 | Common | SOLE |
| 464287689 | IWV | ISHARES TR | $206,466 | 0.01% | 650 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $204,424 | 0.01% | 800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.