Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2024) About Birch Hill Investment Advisors LLCInvestment ActivityBirch Hill Investment Advisors LLC has $2.13 billion in total holdings as of September 30, 2024.Birch Hill Investment Advisors LLC owns shares of 178 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 1.24% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Birch Hill Investment Advisors LLC has purchased 172 new stocks and bought additional shares in 40 stocks.Birch Hill Investment Advisors LLC sold shares of 68 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $119,657,983Fiserv $109,016,471Berkshire Hathaway $106,074,281Amazon.com $104,114,785Marsh & McLennan Companies $96,247,942 Largest New Holdings this Quarter GRAYSCALE BITCOIN MINI TR BT $774,187 HoldingHayward $596,419 HoldingCACI International $227,052 HoldingHubbell $220,600 HoldingWaters $215,934 Holding Largest Purchases this Quarter Adobe 12,593 shares (about $6.52M)Broadcom 26,985 shares (about $4.65M)iShares Core S&P Small-Cap ETF 24,817 shares (about $2.90M)Watts Water Technologies 11,132 shares (about $2.31M)Lincoln Electric 7,685 shares (about $1.48M) Largest Sales this Quarter Mobileye Global 551,642 shares (about $7.56M)Gentex 79,265 shares (about $2.35M)Fiserv 12,682 shares (about $2.28M)Costco Wholesale 2,516 shares (about $2.23M)Kroger 35,345 shares (about $2.03M) 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 PortfolioSectorMSFTMicrosoft$119,657,983$277,974 ▼-0.2%278,0805.6%Computer and TechnologyFIFiserv$109,016,471$2,278,321 ▼-2.0%606,8275.1%Business ServicesBRK.BBerkshire Hathaway$106,074,281$661,394 ▼-0.6%230,4665.0%FinanceAMZNAmazon.com$104,114,785$568,679 ▼-0.5%558,7664.9%Retail/WholesaleMMCMarsh & McLennan Companies$96,247,942$582,711 ▼-0.6%431,4314.5%FinanceAAPLApple$79,759,804$95,996 ▼-0.1%342,3173.7%Computer and TechnologyECLEcolab$78,217,537$587,004 ▼-0.7%306,3393.7%Basic MaterialsVRTXVertex Pharmaceuticals$78,206,458$1,554,297 ▼-1.9%168,1573.7%MedicalGOOGLAlphabet$77,344,313$1,551,693 ▼-2.0%466,3513.6%Computer and TechnologyTJXTJX Companies$76,045,677$974,289 ▼-1.3%646,9773.6%Retail/WholesaleIBMInternational Business Machines$61,966,071$627,204 ▼-1.0%280,2882.9%Computer and TechnologyINTUIntuit$53,457,567$288,144 ▲0.5%86,0832.5%Computer and TechnologyROKRockwell Automation$53,194,812$175,036 ▼-0.3%198,1482.5%Computer and TechnologySPGIS&P Global$52,030,867$113,656 ▲0.2%100,7142.4%Business ServicesKRKroger$51,871,455$2,025,268 ▼-3.8%905,2612.4%Retail/WholesaleMRKMerck & Co., Inc.$50,789,000$352,149 ▼-0.7%447,2442.4%MedicalSTZConstellation Brands$39,610,850$493,734 ▲1.3%153,7151.9%Consumer StaplesALCAlcon$38,941,040$10,507 ▼0.0%389,1381.8%MedicalAPHAmphenol$38,304,436$387,832 ▼-1.0%587,8521.8%Computer and TechnologyGOOGAlphabet$38,278,413$546,042 ▼-1.4%228,9521.8%Computer and TechnologyLECOLincoln Electric$36,697,518$1,475,674 ▲4.2%191,1131.7%Industrial ProductsCOSTCostco Wholesale$35,536,154$2,230,484 ▼-5.9%40,0851.7%Retail/WholesaleMAMastercard$32,520,187$294,799 ▼-0.9%65,8571.5%Business ServicesWTSWatts Water Technologies$32,399,129$2,306,439 ▲7.7%156,3741.5%Computer and TechnologyLABCORP HOLDINGS INC$31,367,224$283,596 ▲0.9%140,3581.5%COM SHSIJRiShares Core S&P Small-Cap ETF$30,198,226$2,902,594 ▲10.6%258,1931.4%ETFJNJJohnson & Johnson$28,632,923$981,922 ▼-3.3%176,6811.3%MedicalIVViShares Core S&P 500 ETF$26,445,639$147,090 ▲0.6%45,8471.2%ETFMDLZMondelez International$26,230,277$718,872 ▼-2.7%356,0511.2%Consumer StaplesEWEdwards Lifesciences$25,612,633$203,579 ▲0.8%388,1291.2%MedicalJPMJPMorgan Chase & Co.$22,132,933$548,658 ▼-2.4%104,9651.0%FinanceADBEAdobe$21,852,387$6,520,404 ▲42.5%42,2041.0%Computer and TechnologyGWWW.W. Grainger$21,664,383$202,568 ▼-0.9%20,8551.0%Industrial ProductsGNTXGentex$16,200,883$2,353,378 ▼-12.7%545,6680.8%Auto/Tires/TrucksTTTrane Technologies$14,578,1520.0%37,5020.7%ConstructionBACBank of America$13,953,036$967,914 ▼-6.5%351,6390.7%FinancePEPPepsiCo$13,466,314$215,624 ▼-1.6%79,1900.6%Consumer StaplesACNAccenture$10,033,646$214,918 ▲2.2%28,3850.5%Computer and TechnologyPGProcter & Gamble$10,013,904$47,457 ▼-0.5%57,8170.5%Consumer StaplesXOMExxon Mobil$8,119,712$8,205 ▼-0.1%69,2690.4%Oils/EnergyMBLYMobileye Global$8,065,916$7,557,495 ▼-48.4%588,7530.4%Auto/Tires/TrucksADPAutomatic Data Processing$7,863,8360.0%28,4170.4%Business ServicesCSLCarlisle Companies$7,260,764$447,501 ▲6.6%16,1440.3%Multi-Sector ConglomeratesCLColgate-Palmolive$7,057,3150.0%67,9830.3%Consumer StaplesKOCoca-Cola$7,008,937$57,488 ▼-0.8%97,5360.3%Consumer StaplesGRAYSCALE BITCOIN TR BTC$6,944,3050.0%137,5110.3%SHS REP COM UTIJHiShares Core S&P Mid-Cap ETF$6,802,478$13,399 ▲0.2%109,1540.3%ETFEFAiShares MSCI EAFE ETF$6,341,747$50,847 ▲0.8%75,8310.3%FinanceNEENextEra Energy$5,971,030$88,756 ▲1.5%70,6380.3%UtilitiesHDHome Depot$5,845,010$30,390 ▼-0.5%14,4250.3%Retail/WholesaleUPSUnited Parcel Service$5,844,214$1,144,847 ▼-16.4%42,8650.3%TransportationMKCMcCormick & Company, Incorporated$5,827,251$311,917 ▼-5.1%70,8050.3%Consumer StaplesORCLOracle$5,786,102$60,662 ▼-1.0%33,9560.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$5,727,836$140,392 ▲2.5%119,7040.3%ETFBBJPJPMorgan BetaBuilders Japan ETF$5,694,437$491,431 ▲9.4%96,0600.3%ETFMASMasco$5,607,192$1,582,269 ▼-22.0%66,8000.3%ConstructionABBVAbbVie$5,512,3870.0%27,9140.3%MedicalAVGOBroadcom$5,204,325$4,654,913 ▲847.3%30,1700.2%Computer and TechnologyWABWestinghouse Air Brake Technologies$5,075,200$876,495 ▼-14.7%27,9210.2%TransportationAPDAir Products and Chemicals$4,901,991$297,740 ▲6.5%16,4640.2%Basic MaterialsBXPBoston Properties$4,749,151$700,002 ▼-12.8%59,0250.2%FinanceNVDANVIDIA$4,707,808$33,031 ▼-0.7%38,7670.2%Computer and TechnologyRTXRTX$4,694,8290.0%38,7490.2%AerospaceTMOThermo Fisher Scientific$4,498,241$55,671 ▲1.3%7,2720.2%MedicalUBERUber Technologies$4,185,209$301,692 ▲7.8%55,6840.2%Computer and TechnologyADIAnalog Devices$4,110,376$101,735 ▲2.5%17,8580.2%Computer and TechnologyKVUEKenvue$4,086,061$53,662 ▲1.3%176,6560.2%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$4,055,393$630,664 ▲18.4%37,6690.2%ETFNKENIKE$3,319,508$698,625 ▲26.7%37,5510.2%Consumer DiscretionaryEMREmerson Electric$3,252,008$2,734 ▼-0.1%29,7340.2%Industrial ProductsIRIngersoll Rand$3,248,1140.0%33,0900.2%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$3,082,097$3,169 ▼-0.1%58,3620.1%ETFCRMSalesforce$3,079,529$26,003 ▼-0.8%11,2510.1%Computer and TechnologyIWMiShares Russell 2000 ETF$3,049,166$66,488 ▲2.2%13,8040.1%FinanceABTAbbott Laboratories$3,005,680$171,017 ▼-5.4%26,3630.1%MedicalCVSCVS Health$2,796,274$1,626,894 ▼-36.8%44,4700.1%Retail/WholesaleUSBU.S. Bancorp$2,629,932$71,110 ▼-2.6%57,5100.1%FinanceLINDE PLC$2,423,189$6,199 ▼-0.3%5,0820.1%SHSITWIllinois Tool Works$2,401,347$524 ▼0.0%9,1630.1%Industrial ProductsCVXChevron$2,250,875$1,473 ▼-0.1%15,2840.1%Oils/EnergyDISWalt Disney$2,233,663$89,843 ▼-3.9%23,2210.1%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$2,191,488$3,512 ▼-0.2%24,9600.1%ETFUNPUnion Pacific$2,147,087$297,008 ▼-12.2%8,7110.1%TransportationHLTHilton Worldwide$2,058,595$136,225 ▲7.1%8,9310.1%Consumer DiscretionaryKMXCarMax$2,057,457$44,107 ▲2.2%26,5890.1%Retail/WholesaleROPRoper Technologies$1,942,532$38,951 ▲2.0%3,4910.1%Computer and TechnologyZBHZimmer Biomet$1,853,286$107,950 ▼-5.5%17,1680.1%MedicalALLEAllegion$1,821,750$102,018 ▼-5.3%12,5000.1%Industrial ProductsMCDMcDonald's$1,781,383$1,523 ▼-0.1%5,8500.1%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$1,740,341$917 ▲0.1%37,9490.1%FinanceCARRCarrier Global$1,732,7890.0%21,5280.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,654,731$1,148 ▲0.1%2,8840.1%FinanceCATCaterpillar$1,581,6890.0%4,0440.1%Industrial ProductsVVisa$1,528,518$199,898 ▲15.0%5,5590.1%Business ServicesDEDeere & Company$1,466,915$111,010 ▼-7.0%3,5150.1%Industrial ProductsDOVDover$1,336,4280.0%6,9700.1%Industrial ProductsCOPXGlobal X Copper Miners ETF$1,308,859$287,354 ▲28.1%27,6890.1%ETFVOOVanguard S&P 500 ETF$1,293,8470.0%2,4520.1%ETFIWRiShares Russell Mid-Cap ETF$1,238,1910.0%14,0480.1%ETFWMWaste Management$1,220,896$103,800 ▼-7.8%5,8810.1%Business ServicesShowing largest 100 holdings. 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