Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025) About Birch Hill Investment Advisors LLCInvestment ActivityBirch Hill Investment Advisors LLC has $2.15 billion in total holdings as of December 31, 2024.Birch Hill Investment Advisors LLC owns shares of 181 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Birch Hill Investment Advisors LLC has purchased 178 new stocks and bought additional shares in 63 stocks.Birch Hill Investment Advisors LLC sold shares of 72 stocks and completely divested from 7 stocks this quarter.Largest Holdings Amazon.com $121,052,038Microsoft $117,339,012Fiserv $117,323,784Berkshire Hathaway $105,160,569Marsh & McLennan Companies $91,359,819 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $2,942,112 HoldingChewy $1,173,824 HoldingGRAYSCALE BITCOIN MINI TR ET $1,151,509 HoldingAirbnb $848,937 HoldingPureTech Health $567,727 Holding Largest Purchases this Quarter Edwards Lifesciences 350,650 shares (about $25.96M)Hayward 305,038 shares (about $4.66M)Adobe 7,532 shares (about $3.35M)Invesco S&P 500 Equal Weight ETF 16,790 shares (about $2.94M)Watts Water Technologies 11,955 shares (about $2.43M) Largest Sales this Quarter Merck & Co., Inc. 152,689 shares (about $15.19M)Fiserv 35,686 shares (about $7.33M)Bank of America 78,921 shares (about $3.47M)iShares Core S&P 500 ETF 4,941 shares (about $2.91M)Mobileye Global 135,120 shares (about $2.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirch Hill Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$121,052,038$1,535,731 ▼-1.3%551,7665.6%Retail/WholesaleMSFTMicrosoft$117,339,012$128,136 ▲0.1%278,3845.5%Computer and TechnologyFIFiserv$117,323,784$7,330,618 ▼-5.9%571,1415.5%Business ServicesBRK.BBerkshire Hathaway$105,160,569$694,879 ▲0.7%231,9994.9%FinanceMMCMarsh & McLennan Companies$91,359,819$280,381 ▼-0.3%430,1114.2%FinanceGOOGLAlphabet$86,953,359$1,326,802 ▼-1.5%459,3424.0%Computer and TechnologyAAPLApple$85,623,367$99,667 ▼-0.1%341,9194.0%Computer and TechnologyTJXTJX Companies$77,607,982$553,310 ▼-0.7%642,3973.6%Retail/WholesaleECLEcolab$71,419,330$362,024 ▼-0.5%304,7943.3%Basic MaterialsVRTXVertex Pharmaceuticals$69,595,017$1,878,193 ▲2.8%172,8213.2%MedicalIBMInternational Business Machines$61,634,397$18,686 ▲0.0%280,3732.9%Computer and TechnologyROKRockwell Automation$56,532,977$95,740 ▼-0.2%197,8132.6%Computer and TechnologyEWEdwards Lifesciences$54,691,809$25,958,619 ▲90.3%738,7792.5%MedicalKRKroger$54,097,020$1,259,690 ▼-2.3%884,6612.5%Retail/WholesaleINTUIntuit$54,038,307$64,735 ▼-0.1%85,9802.5%Computer and TechnologySPGIS&P Global$51,168,100$1,009,507 ▲2.0%102,7412.4%Business ServicesGOOGAlphabet$42,521,552$1,079,983 ▼-2.5%223,2812.0%Computer and TechnologyAPHAmphenol$40,369,063$457,259 ▼-1.1%581,2681.9%Computer and TechnologyLECOLincoln Electric$36,290,068$462,114 ▲1.3%193,5781.7%Industrial ProductsCOSTCostco Wholesale$35,801,418$927,265 ▼-2.5%39,0731.7%Retail/WholesaleALCAlcon$34,613,813$1,579,888 ▲4.8%407,7491.6%MedicalWTSWatts Water Technologies$34,221,286$2,430,452 ▲7.6%168,3291.6%Computer and TechnologyMAMastercard$33,818,119$860,421 ▼-2.5%64,2231.6%Business ServicesSTZConstellation Brands$32,790,709$1,180,363 ▼-3.5%148,3741.5%Consumer StaplesLABCORP HOLDINGS INC$32,260,316$73,382 ▲0.2%140,6781.5%COM SHSIJRiShares Core S&P Small-Cap ETF$30,470,160$721,162 ▲2.4%264,4521.4%ETFMRKMerck & Co., Inc.$29,302,355$15,189,514 ▼-34.1%294,5551.4%MedicalJPMJPMorgan Chase & Co.$24,837,806$323,369 ▼-1.3%103,6161.2%FinanceJNJJohnson & Johnson$24,480,695$1,070,911 ▼-4.2%169,2761.1%MedicalIVViShares Core S&P 500 ETF$24,080,296$2,908,638 ▼-10.8%40,9061.1%ETFADBEAdobe$22,116,803$3,349,360 ▲17.8%49,7361.0%Computer and TechnologyGWWW.W. Grainger$21,523,701$458,512 ▼-2.1%20,4201.0%Industrial ProductsMDLZMondelez International$20,505,056$761,856 ▼-3.6%343,2961.0%Consumer StaplesGNTXGentex$14,263,008$1,414,033 ▼-9.0%496,4500.7%Auto/Tires/TrucksTTTrane Technologies$13,851,3640.0%37,5020.6%ConstructionBACBank of America$11,985,956$3,468,578 ▼-22.4%272,7180.6%FinancePEPPepsiCo$11,839,440$202,241 ▼-1.7%77,8600.6%Consumer StaplesACNAccenture$10,014,522$28,847 ▲0.3%28,4670.5%Computer and TechnologyPGProcter & Gamble$9,681,955$11,065 ▼-0.1%57,7510.5%Consumer StaplesMBLYMobileye Global$9,036,369$2,691,590 ▼-23.0%453,6330.4%Auto/Tires/TrucksADPAutomatic Data Processing$8,237,715$80,793 ▼-1.0%28,1410.4%Business ServicesGRAYSCALE BITCOIN TRUST ETF$8,213,999$1,964,565 ▼-19.3%110,9700.4%SHS REP COM UTXOMExxon Mobil$7,467,294$16,028 ▲0.2%69,4180.3%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$7,155,005$353,610 ▲5.2%114,8290.3%ETFCSLCarlisle Companies$6,952,265$997,712 ▲16.8%18,8490.3%Multi-Sector ConglomeratesAVGOBroadcom$6,767,641$226,971 ▼-3.2%29,1910.3%Computer and TechnologyKOCoca-Cola$6,003,483$69,109 ▼-1.1%96,4260.3%Consumer StaplesCLColgate-Palmolive$5,949,878$230,457 ▼-3.7%65,4480.3%Consumer StaplesORCLOracle$5,757,537$99,150 ▲1.8%34,5510.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,737,967$4,385 ▲0.1%75,8890.3%FinanceBBJPJPMorgan BetaBuilders Japan ETF$5,735,182$462,448 ▲8.8%104,4850.3%ETFHDHome Depot$5,643,467$32,286 ▲0.6%14,5080.3%Retail/WholesaleNVDANVIDIA$5,418,580$212,580 ▲4.1%40,3500.3%Computer and TechnologyMKCMcCormick & Company, Incorporated$5,365,390$32,783 ▼-0.6%70,3750.2%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$5,353,590$81,826 ▲1.6%121,5620.2%ETFNEENextEra Energy$5,310,508$246,470 ▲4.9%74,0760.2%UtilitiesUBERUber Technologies$5,274,803$1,915,944 ▲57.0%87,4470.2%Computer and TechnologyHAYWHayward$5,258,506$4,664,031 ▲784.6%343,9180.2%Computer and TechnologyABBVAbbVie$4,946,395$13,860 ▼-0.3%27,8360.2%MedicalAPDAir Products and Chemicals$4,910,087$134,869 ▲2.8%16,9290.2%Basic MaterialsUPSUnited Parcel Service$4,829,882$575,394 ▼-10.6%38,3020.2%TransportationADIAnalog Devices$4,600,396$806,286 ▲21.3%21,6530.2%Computer and TechnologyMASMasco$4,576,627$271,049 ▼-5.6%63,0650.2%ConstructionRTXRTX$4,484,0340.0%38,7490.2%AerospaceBXPBoston Properties$4,389,0990.0%59,0250.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$4,383,122$291,940 ▲7.1%40,3570.2%ETFWABWestinghouse Air Brake Technologies$4,369,291$924,251 ▼-17.5%23,0460.2%TransportationKVUEKenvue$3,938,025$166,423 ▲4.4%184,4510.2%Consumer StaplesTMOThermo Fisher Scientific$3,790,916$7,803 ▲0.2%7,2870.2%MedicalEMREmerson Electric$3,670,683$14,252 ▼-0.4%29,6190.2%Industrial ProductsCRMSalesforce$3,455,089$306,592 ▼-8.2%10,3340.2%Computer and TechnologyIWMiShares Russell 2000 ETF$3,057,865$7,734 ▲0.3%13,8390.1%FinanceIRIngersoll Rand$2,993,3210.0%33,0900.1%Industrial ProductsABTAbbott Laboratories$2,968,380$13,573 ▼-0.5%26,2430.1%MedicalRSPInvesco S&P 500 Equal Weight ETF$2,942,112$2,942,112 ▲New Holding16,7900.1%ETFNKENIKE$2,793,888$47,596 ▼-1.7%36,9220.1%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$2,786,376$4,495 ▼-0.2%58,2680.1%ETFVVisa$2,779,338$1,022,420 ▲58.2%8,7940.1%Business ServicesUSBU.S. Bancorp$2,714,766$35,920 ▼-1.3%56,7590.1%FinanceDISWalt Disney$2,541,311$44,317 ▼-1.7%22,8230.1%Consumer DiscretionaryKMXCarMax$2,342,342$168,426 ▲7.7%28,6490.1%Retail/WholesaleITWIllinois Tool Works$2,323,3700.0%9,1630.1%Industrial ProductsROPRoper Technologies$2,321,650$506,854 ▲27.9%4,4660.1%Computer and TechnologyHLTHilton Worldwide$2,289,443$82,057 ▲3.7%9,2630.1%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$2,209,600$71,526 ▲3.3%25,7950.1%ETFCVXChevron$2,201,858$11,877 ▼-0.5%15,2020.1%Oils/EnergyLINDE PLC$2,145,915$18,420 ▲0.9%5,1260.1%SHSUNPUnion Pacific$1,924,886$61,571 ▼-3.1%8,4410.1%TransportationCVSCVS Health$1,745,997$250,262 ▼-12.5%38,8950.1%Retail/WholesaleZBHZimmer Biomet$1,744,268$69,188 ▼-3.8%16,5130.1%MedicalSPYSPDR S&P 500 ETF Trust$1,700,812$10,549 ▲0.6%2,9020.1%FinanceMCDMcDonald's$1,685,710$10,146 ▼-0.6%5,8150.1%Retail/WholesaleALLEAllegion$1,633,5000.0%12,5000.1%Industrial ProductsEEMiShares MSCI Emerging Markets ETF$1,579,918$7,109 ▼-0.4%37,7790.1%FinanceCATCaterpillar$1,494,208$27,207 ▲1.9%4,1190.1%Industrial ProductsDEDeere & Company$1,490,030$847 ▲0.1%3,5170.1%Industrial ProductsBCBrunswick$1,461,251$1,152,275 ▲372.9%22,5920.1%Consumer DiscretionaryCARRCarrier Global$1,442,197$27,304 ▼-1.9%21,1280.1%Computer and TechnologyDOVDover$1,307,5720.0%6,9700.1%Industrial ProductsWMWaste Management$1,231,121$44,394 ▲3.7%6,1010.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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