Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Birch Hill Investment Advisors LLC has $2.11 billion in total holdings as of March 31, 2025.
Birch Hill Investment Advisors LLC owns shares of 187 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 3.34% of the portfolio was purchased this quarter.
About 4.94% of the portfolio was sold this quarter.
This quarter, Birch Hill Investment Advisors LLC has purchased 181 new stocks and bought additional shares in 62 stocks.
Birch Hill Investment Advisors LLC sold shares of 74 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $119,767,196
Fiserv: $117,584,908
Microsoft: $106,378,157
Marsh & McLennan Companies: $105,051,920
Amazon.com: $104,085,920

Largest New Holdings this Quarter

09260D107 - Blackstone: $265,582 Holding
921946406 - Vanguard High Dividend Yield ETF: $258,565 Holding
92537N108 - Vertiv: $246,563 Holding
46138G516 - Invesco ESG S&P 500 Equal Weight ETF: $233,083 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $232,570 Holding

Largest Purchases this Quarter

Analog Devices: 105,505 shares (about $21.28M)
Amphenol: 206,458 shares (about $13.54M)
Carlisle Companies: 30,015 shares (about $10.22M)
Watts Water Technologies: 15,150 shares (about $3.09M)
Apple: 11,134 shares (about $2.47M)

Largest Sales this Quarter

Constellation Brands: 134,169 shares (about $24.62M)
Merck & Co., Inc.: 141,579 shares (about $12.71M)
Vertex Pharmaceuticals: 24,517 shares (about $11.89M)
Fiserv: 38,673 shares (about $8.54M)
Gentex: 179,695 shares (about $4.19M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$119,767,196	$3,790,907 ▼	-3.1%	224,881	5.7%	Finance
FI Fiserv	$117,584,908	$8,540,159 ▼	-6.8%	532,468	5.6%	Business Services
MSFT Microsoft	$106,378,157	$1,875,451 ▲	1.8%	283,380	5.0%	Computer and Technology
MMC Marsh & McLennan Companies	$105,051,920	$91,999 ▲	0.1%	430,488	5.0%	Finance
AMZN Amazon.com	$104,085,920	$893,080 ▼	-0.9%	547,072	4.9%	Retail/Wholesale
AAPL Apple	$78,423,609	$2,473,194 ▲	3.3%	353,053	3.7%	Computer and Technology
ECL Ecolab	$76,939,264	$332,111 ▼	-0.4%	303,484	3.6%	Basic Materials
TJX TJX Companies	$76,452,886	$1,791,069 ▼	-2.3%	627,692	3.6%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$71,900,745	$11,886,332 ▼	-14.2%	148,304	3.4%	Medical
GOOGL Alphabet	$68,903,032	$2,129,545 ▼	-3.0%	445,571	3.3%	Computer and Technology
IBM International Business Machines	$67,841,162	$1,876,388 ▼	-2.7%	272,827	3.2%	Computer and Technology
KR Kroger	$59,084,300	$798,404 ▼	-1.3%	872,866	2.8%	Retail/Wholesale
EW Edwards Lifesciences	$54,838,296	$1,291,594 ▲	2.4%	756,599	2.6%	Medical
SPGI S&P Global	$52,802,768	$600,066 ▲	1.1%	103,922	2.5%	Business Services
INTU Intuit	$52,545,144	$245,595 ▼	-0.5%	85,580	2.5%	Computer and Technology
APH Amphenol	$51,666,948	$13,541,580 ▲	35.5%	787,726	2.5%	Computer and Technology
ROK Rockwell Automation	$51,123,842	$12,919 ▲	0.0%	197,863	2.4%	Computer and Technology
ALC Alcon	$39,599,005	$891,393 ▲	2.3%	417,139	1.9%	Medical
WTS Watts Water Technologies	$37,415,038	$3,089,388 ▲	9.0%	183,479	1.8%	Computer and Technology
LECO Lincoln Electric	$37,140,431	$523,217 ▲	1.4%	196,344	1.8%	Industrials
MA Mastercard	$34,754,868	$447,269 ▼	-1.3%	63,407	1.6%	Business Services
COST Costco Wholesale	$34,677,969	$2,276,492 ▼	-6.2%	36,666	1.6%	Retail/Wholesale
GOOG Alphabet	$34,049,716	$833,487 ▼	-2.4%	217,946	1.6%	Computer and Technology
LABCORP HOLDINGS INC	$33,431,742	$690,308 ▲	2.1%	143,644	1.6%	COM SHS
IJR iShares Core S&P Small-Cap ETF	$27,946,647	$292,901 ▲	1.1%	267,253	1.3%	ETF
ADI Analog Devices	$25,643,954	$21,277,193 ▲	487.3%	127,158	1.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$25,155,040	$261,981 ▼	-1.0%	102,548	1.2%	Finance
JNJ Johnson & Johnson	$24,894,242	$3,178,489 ▼	-11.3%	150,110	1.2%	Medical
IVV iShares Core S&P 500 ETF	$23,264,109	$279,261 ▲	1.2%	41,403	1.1%	ETF
MDLZ Mondelez International	$21,569,260	$1,723,391 ▼	-7.4%	317,896	1.0%	Consumer Staples
GWW W.W. Grainger	$19,975,898	$195,590 ▼	-1.0%	20,222	0.9%	Industrials
ADBE Adobe	$17,847,356	$1,228,075 ▼	-6.4%	46,534	0.8%	Computer and Technology
CSL Carlisle Companies	$16,638,192	$10,220,108 ▲	159.2%	48,864	0.8%	Multi-Sector Conglomerates
MRK Merck & Co., Inc.	$13,731,103	$12,708,110 ▼	-48.1%	152,976	0.7%	Medical
TT Trane Technologies	$12,635,174		0.0%	37,502	0.6%	Construction
PEP PepsiCo	$10,250,450	$1,423,824 ▼	-12.2%	68,364	0.5%	Consumer Staples
PG Procter & Gamble	$10,026,490	$184,565 ▲	1.9%	58,834	0.5%	Consumer Staples
ACN Accenture	$9,507,026	$624,087 ▲	7.0%	30,467	0.5%	Computer and Technology
BAC Bank of America	$9,281,795	$2,098,727 ▼	-18.4%	222,425	0.4%	Finance
ADP Automatic Data Processing	$8,600,975	$3,055 ▲	0.0%	28,151	0.4%	Business Services
UBER Uber Technologies	$8,520,758	$2,149,370 ▲	33.7%	116,947	0.4%	Computer and Technology
XOM Exxon Mobil	$8,346,983	$91,100 ▲	1.1%	70,184	0.4%	Energy
GNTX Gentex	$7,380,391	$4,186,893 ▼	-36.2%	316,755	0.4%	Auto/Tires/Trucks
GRAYSCALE BITCOIN TRUST ETF	$7,231,915		0.0%	110,970	0.3%	SHS REP COM UT
IJH iShares Core S&P Mid-Cap ETF	$6,819,023	$118,742 ▲	1.8%	116,864	0.3%	ETF
KO Coca-Cola	$6,762,790	$143,240 ▼	-2.1%	94,426	0.3%	Consumer Staples
EFA iShares MSCI EAFE ETF	$6,232,893	$30,485 ▲	0.5%	76,262	0.3%	Finance
CL Colgate-Palmolive	$5,871,523	$260,954 ▼	-4.3%	62,663	0.3%	Consumer Staples
BBJP JPMorgan BetaBuilders Japan ETF	$5,842,347	$22,396 ▼	-0.4%	104,086	0.3%	ETF
ABBV AbbVie	$5,793,993	$38,132 ▼	-0.7%	27,654	0.3%	Medical
MKC McCormick & Company, Incorporated	$5,711,902	$80,664 ▼	-1.4%	69,395	0.3%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$5,502,756	$860 ▲	0.0%	121,581	0.3%	ETF
NVDA NVIDIA	$5,413,130	$1,040,011 ▲	23.8%	49,946	0.3%	Computer and Technology
HD Home Depot	$5,401,330	$84,293 ▲	1.6%	14,738	0.3%	Retail/Wholesale
NEE NextEra Energy	$5,345,460	$94,213 ▲	1.8%	75,405	0.3%	Utilities
RTX RTX	$5,281,048	$148,355 ▲	2.9%	39,869	0.3%	Aerospace
MBLY Mobileye Global	$5,061,570	$1,468,477 ▼	-22.5%	351,620	0.2%	Auto/Tires/Trucks
AVGO Broadcom	$4,799,548	$87,901 ▼	-1.8%	28,666	0.2%	Computer and Technology
ORCL Oracle	$4,657,316	$173,223 ▼	-3.6%	33,312	0.2%	Computer and Technology
HAYW Hayward	$4,439,339	$348,000 ▼	-7.3%	318,918	0.2%	Computer and Technology
APD Air Products and Chemicals	$4,268,672	$724,029 ▼	-14.5%	14,474	0.2%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$4,170,859	$1,262,327 ▲	43.4%	24,077	0.2%	ETF
BXP Boston Properties	$3,750,882	$215,008 ▼	-5.4%	55,825	0.2%	Finance
TMO Thermo Fisher Scientific	$3,690,699	$64,688 ▲	1.8%	7,417	0.2%	Medical
IJS iShares S&P Small-Cap 600 Value ETF	$3,632,602	$301,409 ▼	-7.7%	37,265	0.2%	ETF
ABT Abbott Laboratories	$3,463,532	$17,643 ▼	-0.5%	26,110	0.2%	Medical
CHWY Chewy	$3,309,355	$2,169,880 ▲	190.4%	101,795	0.2%	Retail/Wholesale
EMR Emerson Electric	$3,247,427		0.0%	29,619	0.2%	Industrials
V Visa	$3,195,936	$113,903 ▲	3.7%	9,119	0.2%	Business Services
KVUE Kenvue	$3,179,232	$1,243,919 ▼	-28.1%	132,578	0.2%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$2,974,317	$12,555 ▲	0.4%	58,515	0.1%	ETF
IWM iShares Russell 2000 ETF	$2,885,423	$124,681 ▲	4.5%	14,464	0.1%	Finance
CRM Salesforce	$2,822,441	$49,112 ▲	1.8%	10,517	0.1%	Computer and Technology
ROP Roper Technologies	$2,812,886	$179,822 ▲	6.8%	4,771	0.1%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$2,758,152	$1,421,240 ▼	-34.0%	15,209	0.1%	Transportation
IR Ingersoll Rand	$2,648,193		0.0%	33,090	0.1%	Industrials
STZ Constellation Brands	$2,606,902	$24,622,699 ▼	-90.4%	14,205	0.1%	Consumer Staples
MAS Masco	$2,598,014	$1,787,525 ▼	-40.8%	37,360	0.1%	Construction
XLE Energy Select Sector SPDR Fund	$2,405,870	$4,672 ▼	-0.2%	25,745	0.1%	ETF
CVX Chevron	$2,346,577	$196,566 ▼	-7.7%	14,027	0.1%	Energy
LINDE PLC	$2,328,457	$58,200 ▼	-2.4%	5,001	0.1%	SHS
ITW Illinois Tool Works	$2,272,516		0.0%	9,163	0.1%	Industrials
KMX CarMax	$2,262,329	$29,999 ▲	1.3%	29,034	0.1%	Retail/Wholesale
UPS United Parcel Service	$2,261,504	$1,951,332 ▼	-46.3%	20,561	0.1%	Transportation
USB U.S. Bancorp	$2,179,396	$216,969 ▼	-9.1%	51,620	0.1%	Finance
HLT Hilton Worldwide	$2,134,419	$26,623 ▲	1.3%	9,380	0.1%	Consumer Discretionary
UNP Union Pacific	$2,021,742	$27,640 ▲	1.4%	8,558	0.1%	Transportation
DIS Walt Disney	$1,978,408	$274,184 ▼	-12.2%	20,045	0.1%	Consumer Discretionary
MCD McDonald's	$1,764,578	$51,853 ▼	-2.9%	5,649	0.1%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$1,655,749	$4,807 ▲	0.3%	37,889	0.1%	Finance
NKE NIKE	$1,638,101	$705,707 ▼	-30.1%	25,805	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,633,985	$10,628 ▲	0.7%	2,921	0.1%	Finance
ALLE Allegion	$1,630,750		0.0%	12,500	0.1%	Industrials
BC Brunswick	$1,616,792	$400,213 ▲	32.9%	30,024	0.1%	Consumer Discretionary
CVS CVS Health	$1,607,369	$1,027,768 ▼	-39.0%	23,725	0.1%	Medical
DE Deere & Company	$1,532,428	$118,276 ▼	-7.2%	3,265	0.1%	Industrials
WM Waste Management	$1,412,443		0.0%	6,101	0.1%	Business Services
CAT Caterpillar	$1,351,520	$6,926 ▼	-0.5%	4,098	0.1%	Industrials
CARR Carrier Global	$1,324,489	$15,026 ▼	-1.1%	20,891	0.1%	Computer and Technology
ABNB Airbnb	$1,232,556	$460,865 ▲	59.7%	10,318	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirch Hill Investment Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools