Q2 2025 · 13F-HR
Birch Hill Investment Advisors LLCholdings as filed
Filed 2025-07-30 · accession 0001172661-25-002792
$2.25B
Reported value
195
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $140.8M | 6.25% | 283,105 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $119.8M | 5.32% | 546,256 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.4M | 4.73% | 219,128 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $93.3M | 4.14% | 426,623 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $93.1M | 4.13% | 539,914 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $79.7M | 3.54% | 270,337 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $79.6M | 3.53% | 295,261 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $76.6M | 3.40% | 775,352 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $75.6M | 3.36% | 612,471 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $74.3M | 3.30% | 421,416 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $73.4M | 3.26% | 357,701 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $66.0M | 2.93% | 148,314 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $65.6M | 2.91% | 197,351 | Common | SOLE |
| 461202103 | INTU | INTUIT | $64.9M | 2.88% | 82,391 | Common | SOLE |
| 501044101 | KR | KROGER CO | $61.0M | 2.71% | 850,196 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $59.5M | 2.64% | 760,587 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $55.4M | 2.46% | 105,119 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $45.8M | 2.03% | 186,198 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $41.1M | 1.82% | 198,169 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $38.6M | 1.72% | 437,677 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $37.9M | 1.68% | 144,453 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $37.1M | 1.65% | 209,020 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $35.3M | 1.57% | 35,670 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $34.4M | 1.53% | 61,262 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $29.4M | 1.31% | 101,427 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $27.7M | 1.23% | 116,489 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $26.3M | 1.17% | 240,394 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $25.6M | 1.14% | 41,220 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $23.1M | 1.03% | 151,350 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $21.2M | 0.94% | 160,390 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $21.0M | 0.93% | 20,199 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $19.7M | 0.87% | 291,385 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $18.9M | 0.84% | 50,717 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $16.4M | 0.73% | 37,502 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $16.2M | 0.72% | 41,774 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $15.9M | 0.71% | 72,832 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $13.6M | 0.60% | 319,511 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $11.1M | 0.49% | 118,831 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.5M | 0.47% | 66,318 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $10.2M | 0.45% | 216,314 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $9.3M | 0.41% | 134,255 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $9.3M | 0.41% | 109,150 | Common | SOLE |
| 46641Q217 | BBJP | J P MORGAN EXCHANGE TRADED F | $9.1M | 0.40% | 147,541 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $8.7M | 0.39% | 28,271 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $8.7M | 0.38% | 28,994 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $8.4M | 0.37% | 106,577 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $8.1M | 0.36% | 50,884 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $7.5M | 0.33% | 69,609 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $7.2M | 0.32% | 116,791 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $7.1M | 0.31% | 32,264 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $7.0M | 0.31% | 25,564 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $6.8M | 0.30% | 76,328 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.6M | 0.29% | 93,576 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 0.27% | 122,050 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $5.7M | 0.25% | 38,819 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $5.6M | 0.25% | 61,508 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $5.3M | 0.23% | 69,800 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $5.2M | 0.23% | 27,900 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $5.1M | 0.23% | 14,027 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $5.1M | 0.23% | 233,295 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $4.8M | 0.21% | 8,456 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $4.6M | 0.20% | 25,217 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HLDGS INC | $4.4M | 0.20% | 319,138 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.9M | 0.18% | 29,619 | Common | SOLE |
| 101121101 | BXP | BXP INC | $3.8M | 0.17% | 55,825 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $3.7M | 0.16% | 26,915 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $3.3M | 0.15% | 58,753 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.2M | 0.14% | 9,045 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $3.1M | 0.14% | 145,971 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $3.0M | 0.13% | 14,055 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $3.0M | 0.13% | 10,623 | Common | SOLE |
| 464287879 | IJS | ISHARES TR | $2.9M | 0.13% | 28,927 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $2.8M | 0.12% | 33,090 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $2.6M | 0.12% | 9,632 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $2.6M | 0.11% | 9,612 | Common | SOLE |
| 929740108 | WAB | WABTEC | $2.5M | 0.11% | 11,939 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $2.5M | 0.11% | 6,146 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $2.3M | 0.10% | 4,996 | Common | SOLE |
| 902973304 | USB | US BANCORP DEL | $2.3M | 0.10% | 51,415 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $2.3M | 0.10% | 9,163 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.0M | 0.09% | 15,840 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $1.9M | 0.09% | 8,328 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $1.9M | 0.08% | 22,110 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $1.8M | 0.08% | 37,881 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PLC | $1.8M | 0.08% | 12,500 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $1.8M | 0.08% | 26,649 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.8M | 0.08% | 12,502 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.8M | 0.08% | 13,459 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.7M | 0.07% | 2,717 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.6M | 0.07% | 5,616 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $1.6M | 0.07% | 23,725 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.6M | 0.07% | 3,215 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $1.6M | 0.07% | 4,044 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $1.5M | 0.07% | 9,353 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $1.5M | 0.07% | 14,981 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.5M | 0.07% | 5,836 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $1.5M | 0.07% | 20,091 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $1.5M | 0.07% | 30,761 | Common | SOLE |
| 60741F104 | MBLY | MOBILEYE GLOBAL INC | $1.5M | 0.06% | 81,045 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.4M | 0.06% | 6,101 | Common | SOLE |
| 37954Y830 | COPX | GLOBAL X FDS | $1.3M | 0.06% | 29,020 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $1.3M | 0.06% | 6,880 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $1.2M | 0.06% | 215 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.2M | 0.05% | 12,192 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $1.2M | 0.05% | 4,264 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.2M | 0.05% | 4,147 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $1.2M | 0.05% | 16,274 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.1M | 0.05% | 2,006 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $1.1M | 0.05% | 19,919 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $1.1M | 0.05% | 1,649 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $1.0M | 0.05% | 1,910 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.0M | 0.05% | 1,386 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $996,433 | 0.04% | 5,471 | Common | SOLE |
| 464287499 | IWR | ISHARES TR | $993,828 | 0.04% | 10,806 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $930,784 | 0.04% | 7,888 | Common | SOLE |
| 574599106 | MAS | MASCO CORP | $858,884 | 0.04% | 13,345 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $853,008 | 0.04% | 4,365 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $845,334 | 0.04% | 8,537 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $829,947 | 0.04% | 3,415 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $777,642 | 0.03% | 5,108 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $776,315 | 0.03% | 7,051 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $769,612 | 0.03% | 8,626 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $766,548 | 0.03% | 18,547 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $724,406 | 0.03% | 1,369 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $723,100 | 0.03% | 5,979 | Common | SOLE |
| 25746U109 | D | DOMINION ENERGY INC | $722,721 | 0.03% | 12,787 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $717,705 | 0.03% | 2,250 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $712,320 | 0.03% | 31,800 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $697,264 | 0.03% | 2,195 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $673,310 | 0.03% | 11,000 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $668,831 | 0.03% | 2,872 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $631,904 | 0.03% | 10,850 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $625,164 | 0.03% | 4,586 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $610,400 | 0.03% | 5,450 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $603,094 | 0.03% | 2,160 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $597,427 | 0.03% | 2,521 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $587,272 | 0.03% | 6,450 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $575,434 | 0.03% | 2,913 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $523,728 | 0.02% | 5,742 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $519,853 | 0.02% | 2,287 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $495,829 | 0.02% | 20,455 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $467,718 | 0.02% | 600 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $467,154 | 0.02% | 5,596 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $457,665 | 0.02% | 6,500 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $454,847 | 0.02% | 10,512 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $452,647 | 0.02% | 1,012 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $442,344 | 0.02% | 625 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $441,176 | 0.02% | 3,798 | Common | SOLE |
| 921910816 | MGK | VANGUARD WORLD FD | $421,462 | 0.02% | 1,151 | Common | SOLE |
| 746237106 | PRTCY | PURETECH HEALTH PLC | $415,342 | 0.02% | 242,676 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $408,472 | 0.02% | 1,340 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $408,024 | 0.02% | 2,562 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $406,929 | 0.02% | 5,079 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $403,065 | 0.02% | 2,340 | Common | SOLE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $393,426 | 0.02% | 1,537 | Common | SOLE |
| 693506107 | PPG | PPG INDS INC | $390,504 | 0.02% | 3,433 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $380,068 | 0.02% | 2,166 | Common | SOLE |
| 00206R102 | T | AT&T INC | $376,278 | 0.02% | 13,002 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $360,706 | 0.02% | 1,293 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $358,992 | 0.02% | 2,400 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $358,906 | 0.02% | 2,795 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $330,515 | 0.01% | 2,555 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $316,602 | 0.01% | 5,400 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $315,684 | 0.01% | 4,168 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $314,526 | 0.01% | 795 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $310,986 | 0.01% | 620 | Common | SOLE |
| 46138G516 | RSPE | INVESCO EXCH TRADED FD TR II | $308,007 | 0.01% | 11,184 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $306,113 | 0.01% | 8,577 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $301,554 | 0.01% | 1,800 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $293,307 | 0.01% | 2,067 | Common | SOLE |
| 704326107 | PAYX | PAYCHEX INC | $289,940 | 0.01% | 2,000 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $277,956 | 0.01% | 7,484 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $269,078 | 0.01% | 475 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $267,287 | 0.01% | 2,005 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $264,863 | 0.01% | 849 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $263,549 | 0.01% | 1,871 | Common | SOLE |
| 97717W307 | DLN | WISDOMTREE TR | $262,848 | 0.01% | 3,200 | Common | SOLE |
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $259,800 | 0.01% | 1,500 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $257,721 | 0.01% | 3,834 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $254,085 | 0.01% | 836 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $253,762 | 0.01% | 5,482 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $250,665 | 0.01% | 1,150 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $246,834 | 0.01% | 1,260 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $244,680 | 0.01% | 4,000 | Common | SOLE |
| 37954Y293 | MLPX | GLOBAL X FDS | $229,822 | 0.01% | 3,666 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $228,688 | 0.01% | 800 | Common | SOLE |
| 464287689 | IWV | ISHARES TR | $228,150 | 0.01% | 650 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $226,291 | 0.01% | 1,472 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $222,735 | 0.01% | 983 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $218,621 | 0.01% | 6,700 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $214,515 | 0.01% | 450 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $211,271 | 0.01% | 993 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $210,331 | 0.01% | 515 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $209,424 | 0.01% | 600 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $203,117 | 0.01% | 253 | 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.