Birch Hill Investment Advisors LLC
CIK Number: 0001424177
Main Sectors:
Top Industries:
Filing Date: Apr 18, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | BRK-B | Berkshire Hatha... | 499.93 | +0.85% | 224.88K | -3.07% | 119.77M | 196.28 | 5.68% | Share |
2 | FI | Fiserv, Inc. | 137.66 | -0.24% | 532.47K | -6.77% | 117.58M | 24.5 | 5.58% | Share |
3 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 283.38K | +1.79% | 106.38M | 41.09 | 5.05% | Share |
4 | MMC | Marsh & McLenna... | 206.44 | +0.03% | 430.49K | +0.09% | 105.05M | 29.23 | 4.98% | Share |
5 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 547.07K | -0.85% | 104.09M | 24.22 | 4.94% | Share |
6 | AAPL | Apple Inc. | 232.56 | +0.90% | 353.05K | +3.26% | 78.42M | 28.4 | 3.72% | Share |
7 | ECL | Ecolab Inc. | 279.00 | -0.49% | 303.48K | -0.43% | 76.94M | 81.8 | 3.65% | Share |
8 | TJX | The TJX Compani... | 137.11 | -0.09% | 627.69K | -2.29% | 76.45M | 16.58 | 3.63% | Share |
9 | VRTX | Vertex Pharmace... | 392.05 | +0.76% | 148.3K | -14.19% | 71.9M | 220.29 | 3.41% | Share |
10 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 445.57K | -3% | 68.9M | 40.06 | 3.27% | Share |
11 | IBM | International B... | 245.77 | +0.38% | 272.83K | -2.69% | 67.84M | 131.28 | 3.22% | Share |
12 | KR | The Kroger Co. | 67.45 | -0.78% | 872.87K | -1.33% | 59.08M | 44.93 | 2.80% | Share |
13 | EW | Edwards Lifesci... | 81.28 | +0.47% | 756.6K | +2.41% | 54.84M | 39.8 | 2.60% | Share |
14 | SPGI | S&P Global Inc. | 547.36 | -0.46% | 103.92K | +1.15% | 52.8M | 411.36 | 2.50% | Share |
15 | INTU | Intuit Inc. | 668.20 | +0.76% | 85.58K | -0.47% | 52.55M | 456.04 | 2.49% | Share |
16 | APH | Amphenol Corpor... | 111.97 | +1.67% | 787.73K | +35.52% | 51.67M | 43.64 | 2.45% | Share |
17 | ROK | Rockwell Automa... | 349.26 | +0.02% | 197.86K | +0.03% | 51.12M | 219.17 | 2.42% | Share |
18 | ALC | Alcon Inc. | 79.42 | -2.39% | 417.14K | +2.30% | 39.6M | 76.21 | 1.88% | Share |
19 | WTS | Watts Water Tec... | 282.56 | -0.63% | 183.48K | +9.00% | 37.42M | 165.92 | 1.77% | Share |
20 | LECO | Lincoln Electri... | 245.54 | -0.9% | 196.34K | +1.43% | 37.14M | 170.25 | 1.76% | Share |
21 | MA | Mastercard Inco... | 590.46 | -0.03% | 63.41K | -1.27% | 34.75M | 152.4 | 1.65% | Share |
22 | COST | Costco Wholesal... | 944.96 | -0.48% | 36.67K | -6.16% | 34.68M | 132.88 | 1.64% | Share |
23 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 217.95K | -2.39% | 34.05M | 38.64 | 1.62% | Share |
24 | LH | Labcorp Holding... | 275.14 | -1.49% | 143.64K | +2.11% | 33.43M | 203.98 | 1.59% | Share |
25 | IJR | iShares Core S&... | 118.51 | -0.21% | 267.25K | +1.06% | 27.95M | 106.75 | 1.33% | Share |
26 | ADI | Analog Devices,... | 254.25 | -0.49% | 127.16K | +487.25% | 25.64M | 201.84 | 1.22% | Share |
27 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 102.55K | -1.03% | 25.16M | 65.99 | 1.19% | Share |
28 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 150.11K | -11.32% | 24.89M | 88.14 | 1.18% | Share |
29 | IVV | iShares Core S&... | 652.11 | +0.36% | 41.4K | +1.22% | 23.26M | 267.75 | 1.10% | Share |
30 | MDLZ | Mondelez Intern... | 61.28 | -0.78% | 317.9K | -7.4% | 21.57M | 46.18 | 1.02% | Share |
31 | GWW | W.W. Grainger, ... | 1014.51 | -0.25% | 20.22K | -0.97% | 19.98M | 207.3 | 0.95% | Share |
32 | ADBE | Adobe Inc. | 353.96 | -0.67% | 46.53K | -6.44% | 17.85M | 512.73 | 0.85% | Share |
33 | CSL | Carlisle Compan... | 386.37 | -1.01% | 48.86K | +159.24% | 16.64M | 296.95 | 0.79% | Share |
34 | MRK | Merck & Co., In... | 83.22 | -1.01% | 152.98K | -48.07% | 13.73M | 54.43 | 0.65% | Share |
35 | TT | Trane Technolog... | 424.58 | +0.09% | 37.5K | 0.00% | 12.64M | 86.19 | 0.60% | Share |
36 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 68.36K | -12.2% | 10.25M | 82.75 | 0.49% | Share |
37 | PG | The Procter & G... | 155.64 | -0.84% | 58.83K | +1.88% | 10.03M | 84.21 | 0.48% | Share |
38 | ACN | Accenture plc | 256.10 | -0.4% | 30.47K | +7.03% | 9.51M | 118.23 | 0.45% | Share |
39 | BAC | Bank of America... | 50.52 | +0.28% | 222.43K | -18.44% | 9.28M | 24.77 | 0.44% | Share |
40 | ADP | Automatic Data ... | 304.10 | +0.33% | 28.15K | +0.04% | 8.6M | 48.5 | 0.41% | Share |
41 | UBER | Uber Technologi... | 95.97 | +0.68% | 116.95K | +33.73% | 8.52M | 57.19 | 0.40% | Share |
42 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 70.18K | +1.10% | 8.35M | 86.16 | 0.40% | Share |
43 | GNTX | Gentex Corporat... | 28.15 | -0.98% | 316.75K | -36.2% | 7.38M | 12.95 | 0.35% | Share |
44 | GBTC | Grayscale Bitco... | 87.92 | -0.17% | 110.97K | 0.00% | 7.23M | 62.18 | 0.34% | Share |
45 | IJH | iShares Core S&... | 65.52 | +0.13% | 116.86K | +1.77% | 6.82M | 38.38 | 0.32% | Share |
46 | KO | The Coca-Cola C... | 68.36 | -0.68% | 94.43K | -2.07% | 6.76M | 39.19 | 0.32% | Share |
47 | EFA | iShares MSCI EA... | 92.03 | +0.38% | 76.26K | +0.49% | 6.23M | 67.81 | 0.30% | Share |
48 | CL | Colgate-Palmoli... | 83.39 | -1.26% | 62.66K | -4.26% | 5.87M | 52.82 | 0.28% | Share |
49 | BBJP | JPMorgan BetaBu... | 65.55 | +0.88% | 104.09K | -0.38% | 5.84M | 57.36 | 0.28% | Share |
50 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 27.65K | -0.65% | 5.79M | 44.96 | 0.27% | Share |
51 | MKC | McCormick & Com... | 69.86 | -1.16% | 69.39K | -1.39% | 5.71M | 20.5 | 0.27% | Share |
52 | VWO | Vanguard Emergi... | 51.66 | +0.34% | 121.58K | +0.02% | 5.5M | 40.63 | 0.26% | Share |
53 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 49.95K | +23.78% | 5.41M | 40.79 | 0.26% | Share |
54 | HD | The Home Depot,... | 407.36 | -0.22% | 14.74K | +1.59% | 5.4M | 124.71 | 0.26% | Share |
55 | NEE | NextEra Energy,... | 72.06 | -2.48% | 75.41K | +1.79% | 5.35M | 28.32 | 0.25% | Share |
56 | RTX | RTX Corporation | 160.68 | +0.53% | 39.87K | +2.89% | 5.28M | 63.61 | 0.25% | Share |
57 | MBLY | Mobileye Global... | 14.05 | +0.43% | 351.62K | -22.49% | 5.06M | 36.28 | 0.24% | Share |
58 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 28.67K | -1.8% | 4.8M | 27.7 | 0.23% | Share |
59 | ORCL | Oracle Corporat... | 240.21 | +1.87% | 33.31K | -3.59% | 4.66M | 31.41 | 0.22% | Share |
60 | HAYW | Hayward Holding... | 16.20 | -0.43% | 318.92K | -7.27% | 4.44M | 15.3 | 0.21% | Share |
61 | APD | Air Products an... | 294.83 | +0.08% | 14.47K | -14.5% | 4.27M | 172.75 | 0.20% | Share |
62 | RSP | Invesco S&P 500... | 188.79 | -0.03% | 24.08K | +43.40% | 4.17M | 174.62 | 0.20% | Share |
63 | BXP | Boston Properti... | 71.66 | +0.86% | 55.83K | -5.42% | 3.75M | 107.21 | 0.18% | Share |
64 | TMO | Thermo Fisher S... | 490.19 | +0.42% | 7.42K | +1.78% | 3.69M | 181.3 | 0.18% | Share |
65 | IJS | iShares S&P Sma... | 109.76 | -0.25% | 37.27K | -7.66% | 3.63M | 99.95 | 0.17% | Share |
66 | ABT | Abbott Laborato... | 131.39 | -0.05% | 26.11K | -0.51% | 3.46M | 53.87 | 0.16% | Share |
67 | CHWY | Chewy, Inc. | 41.44 | +2.46% | 101.8K | +190.43% | 3.31M | 32.85 | 0.16% | Share |
68 | EMR | Emerson Electri... | 134.55 | +0.82% | 29.62K | 0.00% | 3.25M | 53.59 | 0.15% | Share |
69 | V | Visa Inc. | 349.84 | -0.15% | 9.12K | +3.70% | 3.2M | 276.43 | 0.15% | Share |
70 | KVUE | Kenvue Inc. | 20.55 | -0.99% | 132.58K | -28.12% | 3.18M | 20.46 | 0.15% | Share |
71 | VEA | Vanguard Develo... | 59.01 | +0.41% | 58.52K | +0.42% | 2.97M | 40.13 | 0.14% | Share |
72 | IWM | iShares Russell... | 236.22 | +0.12% | 14.46K | +4.52% | 2.89M | 130.68 | 0.14% | Share |
73 | CRM | Salesforce, Inc... | 254.55 | +1.76% | 10.52K | +1.77% | 2.82M | 168.83 | 0.13% | Share |
74 | ROP | Roper Technolog... | 526.46 | -0.42% | 4.77K | +6.83% | 2.81M | 304.02 | 0.13% | Share |
75 | WAB | Westinghouse Ai... | 195.15 | -0.09% | 15.21K | -34.01% | 2.76M | 79.63 | 0.13% | Share |
76 | IR | Ingersoll Rand ... | 80.27 | -0.47% | 33.09K | 0.00% | 2.65M | 50.81 | 0.13% | Share |
77 | STZ | Constellation B... | 159.14 | -0.85% | 14.21K | -90.43% | 2.61M | 184.26 | 0.12% | Share |
78 | MAS | Masco Corporati... | 73.58 | -1.29% | 37.36K | -40.76% | 2.6M | 58.95 | 0.12% | Share |
79 | XLE | Energy Select S... | 89.89 | +0.75% | 25.75K | -0.19% | 2.41M | 55.32 | 0.11% | Share |
80 | CVX | Chevron Corpora... | 159.34 | +0.06% | 14.03K | -7.73% | 2.35M | 99.04 | 0.11% | Share |
81 | LIN | Linde plc | 482.15 | -0.12% | 5K | -2.44% | 2.33M | 357.17 | 0.11% | Share |
82 | ITW | Illinois Tool W... | 265.74 | -0.41% | 9.16K | 0.00% | 2.27M | 72.32 | 0.11% | Share |
83 | KMX | CarMax, Inc. | 62.17 | +0.17% | 29.03K | +1.34% | 2.26M | 72.82 | 0.11% | Share |
84 | UPS | United Parcel S... | 87.24 | -0.71% | 20.56K | -46.32% | 2.26M | 83.19 | 0.11% | Share |
85 | USB | U.S. Bancorp | 48.68 | -0.16% | 51.62K | -9.05% | 2.18M | 42.64 | 0.10% | Share |
86 | HLT | Hilton Worldwid... | 276.28 | -0.04% | 9.38K | +1.26% | 2.13M | 161.14 | 0.10% | Share |
87 | UNP | Union Pacific C... | 222.35 | +0.63% | 8.56K | +1.39% | 2.02M | 141.32 | 0.10% | Share |
88 | DIS | The Walt Disney... | 117.67 | -0.36% | 20.05K | -12.17% | 1.98M | 100.04 | 0.09% | Share |
89 | MCD | McDonald's Corp... | 312.27 | +0.27% | 5.65K | -2.85% | 1.76M | 150.14 | 0.08% | Share |
90 | EEM | iShares MSCI Em... | 50.11 | +0.40% | 37.89K | +0.29% | 1.66M | 42.73 | 0.08% | Share |
91 | NKE | NIKE, Inc. | 77.94 | -0.15% | 25.8K | -30.11% | 1.64M | 93.67 | 0.08% | Share |
92 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 2.92K | +0.65% | 1.63M | 284.93 | 0.08% | Share |
93 | ALLE | Allegion plc | 171.00 | -0.58% | 12.5K | 0.00% | 1.63M | 82.04 | 0.08% | Share |
94 | BC | Brunswick Corpo... | 63.90 | -2% | 30.02K | +32.90% | 1.62M | 64.65 | 0.08% | Share |
95 | CVS | CVS Health Corp... | 72.16 | +0.31% | 23.73K | -39% | 1.61M | 58.32 | 0.08% | Share |
96 | DE | Deere & Company | 491.81 | -0.26% | 3.27K | -7.17% | 1.53M | 170.15 | 0.07% | Share |
97 | WM | Waste Managemen... | 224.56 | -0.56% | 6.1K | 0.00% | 1.41M | 66.8 | 0.07% | Share |
98 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 4.1K | -0.51% | 1.35M | 113.73 | 0.06% | Share |
99 | CARR | Carrier Global ... | 66.17 | -2.1% | 20.89K | -1.12% | 1.32M | 22.62 | 0.06% | Share |
100 | ABNB | Airbnb, Inc. | 130.46 | +0.47% | 10.32K | +59.72% | 1.23M | 126.94 | 0.06% | Share |
101 | DOV | Dover Corporati... | 181.55 | -0.63% | 6.97K | 0.00% | 1.22M | 45.85 | 0.06% | Share |
102 | GE | GE Aerospace | 276.03 | +0.98% | 5.84K | 0.00% | 1.17M | 51.5 | 0.06% | Share |
103 | COPX | Global X Copper... | 48.90 | +0.87% | 29.24K | +1.25% | 1.14M | 45.47 | 0.05% | Share |
104 | BTC | Grayscale Bitco... | 49.57 | -0.2% | 30.76K | +11.85% | 1.12M | 41.3 | 0.05% | Share |
105 | D | Dominion Energy... | 59.81 | -0.88% | 19.34K | -3.73% | 1.08M | 46.82 | 0.05% | Share |
106 | VO | Vanguard Mid Ca... | 290.94 | +0.17% | 4.15K | +2.02% | 1.07M | 142.42 | 0.05% | Share |
107 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 2.06K | -3.38% | 1.06M | 282.5 | 0.05% | Share |
108 | MAR | Marriott Intern... | 270.25 | +0.22% | 4.26K | 0.00% | 1.02M | 42.01 | 0.05% | Share |
109 | BKNG | Booking Holding... | 5651.99 | +0.65% | 218 | 0.00% | 1M | 2117.97 | 0.05% | Share |
110 | WMT | Walmart Inc. | 96.14 | +0.06% | 11.24K | +16.17% | 986.5K | 42.48 | 0.05% | Share |
111 | OTIS | Otis Worldwide ... | 86.25 | -1.68% | 9.32K | -3.12% | 962.34K | 57.27 | 0.05% | Share |
112 | DUK | Duke Energy Cor... | 122.39 | -1.04% | 7.89K | 0.00% | 962.1K | 64.82 | 0.05% | Share |
113 | IWR | iShares Russell... | 96.29 | +0.16% | 10.83K | -0.46% | 920.97K | 77.14 | 0.04% | Share |
114 | VGT | Vanguard Inform... | 707.59 | +0.95% | 1.65K | +9.79% | 894.38K | 537.51 | 0.04% | Share |
115 | PM | Philip Morris I... | 165.71 | +0.93% | 5.47K | 0.00% | 868.41K | 82.72 | 0.04% | Share |
116 | IVE | iShares S&P 500... | 203.78 | +0.05% | 4.38K | +17.43% | 835.69K | 180.55 | 0.04% | Share |
117 | MMM | 3M Company | 157.57 | +0.66% | 5.64K | -4.41% | 828K | 104.75 | 0.04% | Share |
118 | IDXX | IDEXX Laborator... | 647.03 | +0.96% | 1.91K | +4.37% | 802.1K | 77.78 | 0.04% | Share |
119 | META | Meta Platforms,... | 751.11 | +0.50% | 1.31K | +0.92% | 757.44K | 279.57 | 0.04% | Share |
120 | INTC | Intel Corporati... | 24.93 | +0.32% | 31.8K | 0.00% | 722.18K | 48.97 | 0.03% | Share |
121 | DHR | Danaher Corpora... | 205.28 | +0.14% | 3.4K | +16.83% | 697.41K | 169.44 | 0.03% | Share |
122 | ESGD | iShares ESG Awa... | 91.38 | +0.38% | 8.48K | -5.48% | 692.81K | 79.35 | 0.03% | Share |
123 | ZBH | Zimmer Biomet H... | 105.02 | -1.66% | 5.99K | -63.71% | 678.17K | 88.71 | 0.03% | Share |
124 | AMGN | Amgen Inc. | 285.61 | -0.82% | 2.16K | +5.62% | 672.95K | 142.15 | 0.03% | Share |
125 | SITE | SiteOne Landsca... | 144.95 | -0.07% | 5.54K | +124.34% | 672.66K | 126.04 | 0.03% | Share |
126 | IVW | iShares S&P 500... | 116.23 | +0.55% | 7.05K | +1.45% | 654.54K | 93.22 | 0.03% | Share |
127 | BDX | Becton, Dickins... | 191.30 | -2.1% | 2.77K | 0.00% | 633.35K | 129.24 | 0.03% | Share |
128 | ACGL | Arch Capital Gr... | 91.20 | -0.56% | 6.45K | 0.00% | 620.36K | 14.67 | 0.03% | Share |
129 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 2.39K | +2.49% | 619.63K | 282.94 | 0.03% | Share |
130 | HON | Honeywell Inter... | 221.35 | +0.05% | 2.87K | -1.03% | 608.15K | 217.19 | 0.03% | Share |
131 | AXP | American Expres... | 327.00 | +1.41% | 2.25K | 0.00% | 605.36K | 97.93 | 0.03% | Share |
132 | NTR | Nutrien Ltd. | 58.78 | +1.05% | 12.05K | +10.05% | 598.52K | 47.57 | 0.03% | Share |
133 | PRTC | PureTech Health... | 17.27 | -4.11% | 302K | 0.00% | 560.35K | 18.46 | 0.03% | Share |
134 | VB | Vanguard Small ... | 253.54 | +0.22% | 2.52K | 0.00% | 559.03K | 218.69 | 0.03% | Share |
135 | FDX | FedEx Corporati... | 231.19 | -0.44% | 2.29K | 0.00% | 557.52K | 131.76 | 0.03% | Share |
136 | EFG | iShares MSCI EA... | 111.93 | +0.51% | 5.45K | +1.43% | 545K | 52.69 | 0.03% | Share |
137 | PFE | Pfizer Inc. | 24.61 | -1.83% | 20.8K | -9.37% | 527.2K | 30.58 | 0.03% | Share |
138 | VZ | Verizon Communi... | 43.94 | -0.74% | 11.51K | 0.00% | 522.18K | 47.81 | 0.02% | Share |
139 | IBIT | iShares Bitcoin... | 63.58 | -0.11% | 11K | -23.08% | 514.91K | 39.75 | 0.02% | Share |
140 | FDS | FactSet Researc... | 375.91 | -1.13% | 1.1K | 0.00% | 499.19K | 221.42 | 0.02% | Share |
141 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 940 | -19.04% | 492.07K | 479.61 | 0.02% | Share |
142 | SHEL | Shell plc | 73.95 | +0.33% | 6.5K | 0.00% | 476.32K | 52.29 | 0.02% | Share |
143 | ESML | iShares ESG Awa... | 44.58 | +0.19% | 11.92K | +26.94% | 457.89K | 39.9 | 0.02% | Share |
144 | IEFA | iShares Core MS... | 86.03 | +0.36% | 5.67K | 0.00% | 428.63K | 56.76 | 0.02% | Share |
145 | GEV | GE Vernova Inc. | 633.92 | +1.85% | 1.37K | -4.54% | 417.32K | 167.52 | 0.02% | Share |
146 | PLTR | Palantir Techno... | 158.10 | +0.88% | 4.8K | +22.82% | 405.2K | 77.26 | 0.02% | Share |
147 | QCOM | QUALCOMM Incorp... | 160.80 | +0.64% | 2.56K | -0.39% | 393.55K | 96.47 | 0.02% | Share |
148 | AVY | Avery Dennison ... | 171.06 | -1.27% | 2.17K | -1.28% | 385.48K | 53.14 | 0.02% | Share |
149 | PPG | PPG Industries,... | 111.19 | -0.84% | 3.43K | 0.00% | 375.4K | 74.42 | 0.02% | Share |
150 | T | AT&T Inc. | 28.95 | -0.36% | 13K | 0.00% | 367.7K | 27.82 | 0.02% | Share |