Birch Hill Investment Advisors LLC
CIK Number: 0001424177
2.11B
Market Value
181
# of Holdings
34 months
Avg. Holding Period
35.64%
Win Rate
21.62%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 551.77K | -1.25% | 121.05M | 24.22 | 5.63% |
| 2 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 278.38K | +0.11% | 117.34M | 35.09 | 5.46% |
| 3 | FI | Fiserv, Inc. | 164.84 | +1.12% | 571.14K | -5.88% | 117.32M | 24.5 | 5.45% |
| 4 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 232K | +0.67% | 105.16M | 196.28 | 4.89% |
| 5 | MMC | Marsh & McLenna... | 216.23 | -0.53% | 430.11K | -0.31% | 91.36M | 29.04 | 4.25% |
| 6 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 459.34K | -1.5% | 86.95M | 40.06 | 4.04% |
| 7 | AAPL | Apple Inc. | 198.10 | +0.84% | 341.92K | -0.12% | 85.62M | 22.1 | 3.98% |
| 8 | TJX | The TJX Compani... | 124.16 | +0.20% | 642.4K | -0.71% | 77.61M | 16.58 | 3.61% |
| 9 | ECL | Ecolab Inc. | 266.18 | +0.75% | 304.79K | -0.5% | 71.42M | 81.8 | 3.32% |
| 10 | VRTX | Vertex Pharmace... | 450.66 | -1.05% | 172.82K | +2.77% | 69.6M | 220.29 | 3.24% |
| 11 | IBM | International B... | 281.56 | +1.57% | 280.37K | +0.03% | 61.63M | 131.28 | 2.87% |
| 12 | ROK | Rockwell Automa... | 323.76 | +1.86% | 197.81K | -0.17% | 56.53M | 219.16 | 2.63% |
| 13 | EW | Edwards Lifesci... | 74.71 | -0.59% | 738.78K | +90.34% | 54.69M | 39.01 | 2.54% |
| 14 | KR | The Kroger Co. | 66.03 | +0.72% | 884.66K | -2.28% | 54.1M | 44.93 | 2.52% |
| 15 | INTU | Intuit Inc. | 767.56 | +1.80% | 85.98K | -0.12% | 54.04M | 456.04 | 2.51% |
| 16 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 102.74K | +2.01% | 51.17M | 410.25 | 2.38% |
| 17 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 223.28K | -2.48% | 42.52M | 38.64 | 1.98% |
| 18 | APH | Amphenol Corpor... | 93.22 | +0.79% | 581.27K | -1.12% | 40.37M | 35.84 | 1.88% |
| 19 | LECO | Lincoln Electri... | 204.20 | +1.46% | 193.58K | +1.29% | 36.29M | 169.98 | 1.69% |
| 20 | COST | Costco Wholesal... | 984.10 | -0.62% | 39.07K | -2.52% | 35.8M | 132.88 | 1.66% |
| 21 | ALC | Alcon Inc. | 86.02 | -0.21% | 407.75K | +4.78% | 34.61M | 75.78 | 1.61% |
| 22 | WTS | Watts Water Tec... | 241.06 | +0.93% | 168.33K | +7.65% | 34.22M | 162.5 | 1.59% |
| 23 | MA | Mastercard Inco... | 568.14 | +1.09% | 64.22K | -2.48% | 33.82M | 152.4 | 1.57% |
| 24 | STZ | Constellation B... | 162.60 | -1.38% | 148.37K | -3.47% | 32.79M | 184.26 | 1.52% |
| 25 | LH | Laboratory Corp... | 263.67 | +0.97% | 140.68K | +0.23% | 32.26M | 203.37 | 1.50% |
| 26 | IJR | iShares Core S&... | 106.86 | +0.53% | 264.45K | +2.42% | 30.47M | 106.77 | 1.42% |
| 27 | MRK | Merck & Co., In... | 80.88 | -1.02% | 294.56K | -34.14% | 29.3M | 54.43 | 1.36% |
| 28 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 103.62K | -1.29% | 24.84M | 65.99 | 1.15% |
| 29 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 169.28K | -4.19% | 24.48M | 88.14 | 1.14% |
| 30 | IVV | iShares Core S&... | 603.05 | +0.54% | 40.91K | -10.78% | 24.08M | 264.18 | 1.12% |
| 31 | ADBE | Adobe Inc. | 401.12 | +2.41% | 49.74K | +17.85% | 22.12M | 512.73 | 1.03% |
| 32 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 20.42K | -2.09% | 21.52M | 207.3 | 1.00% |
| 33 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 343.3K | -3.58% | 20.51M | 46.18 | 0.95% |
| 34 | GNTX | Gentex Corporat... | 22.07 | +1.59% | 496.45K | -9.02% | 14.26M | 12.95 | 0.66% |
| 35 | TT | Trane Technolog... | 426.18 | +1.14% | 37.5K | 0.00% | 13.85M | 86.19 | 0.64% |
| 36 | BAC | Bank of America... | 44.36 | +0.61% | 272.72K | -22.44% | 11.99M | 24.77 | 0.56% |
| 37 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 77.86K | -1.68% | 11.84M | 82.75 | 0.55% |
| 38 | ACN | Accenture plc | 313.78 | +0.66% | 28.47K | +0.29% | 10.01M | 104.61 | 0.47% |
| 39 | PG | The Procter & G... | 160.70 | +0.26% | 57.75K | -0.11% | 9.68M | 82.59 | 0.45% |
| 40 | MBLY | Mobileye Global... | 15.42 | +1.18% | 453.63K | -22.95% | 9.04M | 36.28 | 0.42% |
| 41 | ADP | Automatic Data ... | 307.60 | +0.25% | 28.14K | -0.97% | 8.24M | 48.41 | 0.38% |
| 42 | GBTC | Grayscale Bitco... | 85.51 | +3.24% | 110.97K | -19.3% | 8.21M | 62.18 | 0.38% |
| 43 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 69.42K | +0.22% | 7.47M | 85.8 | 0.35% |
| 44 | IJH | iShares Core S&... | 60.66 | +0.67% | 114.83K | +5.20% | 7.16M | 38.02 | 0.33% |
| 45 | CSL | Carlisle Compan... | 358.16 | +0.34% | 18.85K | +16.76% | 6.95M | 227.6 | 0.32% |
| 46 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 29.19K | -3.24% | 6.77M | 27.7 | 0.31% |
| 47 | KO | The Coca-Cola C... | 70.46 | -0.79% | 96.43K | -1.14% | 6M | 39.19 | 0.28% |
| 48 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 65.45K | -3.73% | 5.95M | 52.82 | 0.28% |
| 49 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 34.55K | +1.75% | 5.76M | 31.41 | 0.27% |
| 50 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 75.89K | +0.08% | 5.74M | 67.75 | 0.27% |
| 51 | BBJP | JPMorgan BetaBu... | 60.33 | +0.16% | 104.48K | +8.77% | 5.74M | 57.36 | 0.27% |
| 52 | HD | The Home Depot,... | 353.06 | -0.45% | 14.51K | +0.58% | 5.64M | 120.88 | 0.26% |
| 53 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 40.35K | +4.08% | 5.42M | 24.72 | 0.25% |
| 54 | MKC | McCormick & Com... | 73.80 | -0.28% | 70.38K | -0.61% | 5.37M | 20.5 | 0.25% |
| 55 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 121.56K | +1.55% | 5.35M | 40.63 | 0.25% |
| 56 | NEE | NextEra Energy,... | 73.71 | -1.43% | 74.08K | +4.87% | 5.31M | 27.56 | 0.25% |
| 57 | UBER | Uber Technologi... | 85.05 | +1.33% | 87.45K | +57.04% | 5.27M | 51.9 | 0.25% |
| 58 | HAYW | Hayward Holding... | 13.77 | +0.81% | 343.92K | +784.56% | 5.26M | 15.3 | 0.24% |
| 59 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 27.84K | -0.28% | 4.95M | 44.96 | 0.23% |
| 60 | APD | Air Products an... | 280.59 | +0.08% | 16.93K | +2.82% | 4.91M | 172.75 | 0.23% |
| 61 | UPS | United Parcel S... | 101.03 | +1.03% | 38.3K | -10.64% | 4.83M | 83.19 | 0.22% |
| 62 | ADI | Analog Devices,... | 231.43 | +2.84% | 21.65K | +21.25% | 4.6M | 202.65 | 0.21% |
| 63 | MAS | Masco Corporati... | 62.38 | +0.80% | 63.06K | -5.59% | 4.58M | 58.95 | 0.21% |
| 64 | RTX | RTX Corporation | 146.33 | +0.44% | 38.75K | 0.00% | 4.48M | 61.62 | 0.21% |
| 65 | BXP | Boston Properti... | 72.75 | +0.91% | 59.02K | 0.00% | 4.39M | 107.21 | 0.20% |
| 66 | IJS | iShares S&P Sma... | 97.60 | +0.62% | 40.36K | +7.14% | 4.38M | 99.95 | 0.20% |
| 67 | WAB | Westinghouse Ai... | 203.26 | +0.77% | 23.05K | -17.46% | 4.37M | 79.63 | 0.20% |
| 68 | KVUE | Kenvue Inc. | 21.63 | +0.82% | 184.45K | +4.41% | 3.94M | 20.46 | 0.18% |
| 69 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 7.29K | +0.21% | 3.79M | 175.65 | 0.18% |
| 70 | EMR | Emerson Electri... | 128.64 | +2.47% | 29.62K | -0.39% | 3.67M | 53.59 | 0.17% |
| 71 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 10.33K | -8.15% | 3.46M | 167.06 | 0.16% |
| 72 | IWM | iShares Russell... | 210.52 | +0.78% | 13.84K | +0.25% | 3.06M | 127.58 | 0.14% |
| 73 | IR | Ingersoll Rand ... | 81.49 | +1.23% | 33.09K | 0.00% | 2.99M | 50.81 | 0.14% |
| 74 | ABT | Abbott Laborato... | 133.99 | -1.2% | 26.24K | -0.46% | 2.97M | 53.87 | 0.14% |
| 75 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 16.79K | +100.00% | 2.94M | 175.23 | 0.14% |
| 76 | NKE | NIKE, Inc. | 61.88 | +2.22% | 36.92K | -1.68% | 2.79M | 93.67 | 0.13% |
| 77 | VEA | Vanguard Develo... | 56.41 | +0.44% | 58.27K | -0.16% | 2.79M | 40.09 | 0.13% |
| 78 | V | Visa Inc. | 355.07 | +0.63% | 8.79K | +58.19% | 2.78M | 273.69 | 0.13% |
| 79 | USB | U.S. Bancorp | 43.13 | +0.33% | 56.76K | -1.31% | 2.71M | 42.64 | 0.13% |
| 80 | DIS | The Walt Disney... | 119.45 | +1.28% | 22.82K | -1.71% | 2.54M | 100.04 | 0.12% |
| 81 | KMX | CarMax, Inc. | 65.82 | +1.40% | 28.65K | +7.75% | 2.34M | 72.75 | 0.11% |
| 82 | ITW | Illinois Tool W... | 244.12 | +1.09% | 9.16K | 0.00% | 2.32M | 72.32 | 0.11% |
| 83 | ROP | Roper Technolog... | 565.07 | +0.77% | 4.47K | +27.93% | 2.32M | 284.51 | 0.11% |
| 84 | HLT | Hilton Worldwid... | 247.02 | +1.29% | 9.26K | +3.72% | 2.29M | 160.3 | 0.11% |
| 85 | XLE | Energy Select S... | 87.77 | -0.37% | 25.8K | +3.35% | 2.21M | 55.32 | 0.10% |
| 86 | CVX | Chevron Corpora... | 146.06 | +0.10% | 15.2K | -0.54% | 2.2M | 99.04 | 0.10% |
| 87 | LIN | Linde plc | 465.93 | -0.01% | 5.13K | +0.87% | 2.15M | 357.17 | 0.10% |
| 88 | UNP | Union Pacific C... | 224.53 | +0.52% | 8.44K | -3.1% | 1.92M | 140 | 0.09% |
| 89 | CVS | CVS Health Corp... | 67.73 | +0.40% | 38.9K | -12.54% | 1.75M | 58.32 | 0.08% |
| 90 | ZBH | Zimmer Biomet H... | 92.13 | +0.93% | 16.51K | -3.82% | 1.74M | 88.71 | 0.08% |
| 91 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 2.9K | +0.62% | 1.7M | 283.13 | 0.08% |
| 92 | MCD | McDonald's Corp... | 295.94 | -1.98% | 5.82K | -0.6% | 1.69M | 150.14 | 0.08% |
| 93 | ALLE | Allegion plc | 135.80 | +0.37% | 12.5K | 0.00% | 1.63M | 82.04 | 0.08% |
| 94 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 37.78K | -0.45% | 1.58M | 42.72 | 0.07% |
| 95 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 4.12K | +1.85% | 1.49M | 113.73 | 0.07% |
| 96 | DE | Deere & Company | 524.06 | +2.84% | 3.52K | +0.06% | 1.49M | 170.15 | 0.07% |
| 97 | BC | Brunswick Corpo... | 57.10 | +2.64% | 22.59K | +372.93% | 1.46M | 68.2 | 0.07% |
| 98 | CARR | Carrier Global ... | 70.87 | -0.52% | 21.13K | -1.86% | 1.44M | 22.62 | 0.07% |
| 99 | DOV | Dover Corporati... | 179.58 | +1.72% | 6.97K | 0.00% | 1.31M | 45.85 | 0.06% |
| 100 | WM | Waste Managemen... | 234.37 | -0.9% | 6.1K | +3.74% | 1.23M | 66.8 | 0.06% |
| 101 | MAR | Marriott Intern... | 257.61 | +1.03% | 4.26K | 0.00% | 1.19M | 42.01 | 0.06% |
| 102 | CHWY | Chewy, Inc. | 41.69 | +0.05% | 35.05K | +100.00% | 1.17M | 33.49 | 0.05% |
| 103 | BTC | Grayscale Bitco... | 48.08 | +3.15% | 27.5K | +100.00% | 1.15M | 41.87 | 0.05% |
| 104 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 2.13K | -13.21% | 1.15M | 282.5 | 0.05% |
| 105 | COPX | Global X Copper... | 43.50 | +1.42% | 28.88K | +4.30% | 1.1M | 45.55 | 0.05% |
| 106 | BKNG | Booking Holding... | 5362.86 | +1.22% | 218 | +1.40% | 1.08M | 2117.97 | 0.05% |
| 107 | D | Dominion Energy... | 54.73 | -1.41% | 20.09K | -1.33% | 1.08M | 46.82 | 0.05% |
| 108 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 4.07K | -0.2% | 1.07M | 140.08 | 0.05% |
| 109 | GE | General Electri... | 236.08 | -0.22% | 5.84K | 0.00% | 974.55K | 51.5 | 0.05% |
| 110 | IWR | iShares Russell... | 89.92 | +0.72% | 10.88K | -22.58% | 961.44K | 77.14 | 0.04% |
| 111 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 2.33K | +60.45% | 941.99K | 283.53 | 0.04% |
| 112 | VGT | Vanguard Inform... | 633.02 | +1.56% | 1.5K | 0.00% | 933.94K | 537.03 | 0.04% |
| 113 | OTIS | Otis Worldwide ... | 96.34 | +0.54% | 9.63K | -1.66% | 891.37K | 57.27 | 0.04% |
| 114 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 23.53K | -2.74% | 883.12K | 30.75 | 0.04% |
| 115 | WMT | Walmart Inc. | 94.23 | -0.22% | 9.67K | +3.18% | 873.96K | 35.15 | 0.04% |
| 116 | DUK | Duke Energy Cor... | 115.23 | -1.39% | 7.89K | 0.00% | 849.85K | 64.82 | 0.04% |
| 117 | ABNB | Airbnb, Inc. | 137.04 | +1.11% | 6.46K | +100.00% | 848.94K | 131.41 | 0.04% |
| 118 | META | Meta Platforms,... | 701.33 | +2.70% | 1.3K | +18.36% | 762.57K | 276.84 | 0.04% |
| 119 | MMM | 3M Company | 144.91 | +1.82% | 5.9K | -0.51% | 761.37K | 104.75 | 0.04% |
| 120 | IBIT | iShares Bitcoin... | 61.70 | +3.27% | 14.3K | -9.49% | 758.62K | 39.75 | 0.04% |
| 121 | IDXX | IDEXX Laborator... | 528.44 | +1.10% | 1.83K | 0.00% | 756.6K | 62.83 | 0.04% |
| 122 | IVE | iShares S&P 500... | 191.30 | +0.20% | 3.73K | -2.07% | 712.75K | 178.8 | 0.03% |
| 123 | IVW | iShares S&P 500... | 106.17 | +1.01% | 6.95K | -2.54% | 705.63K | 93.23 | 0.03% |
| 124 | ESGD | iShares ESG Awa... | 87.82 | -1.41% | 8.97K | +5.96% | 683.2K | 79.35 | 0.03% |
| 125 | DHR | Danaher Corpora... | 200.98 | +0.15% | 2.91K | 0.00% | 668.45K | 163.46 | 0.03% |
| 126 | AXP | American Expres... | 293.96 | +2.14% | 2.25K | 0.00% | 667.78K | 97.93 | 0.03% |
| 127 | PM | Philip Morris I... | 183.22 | -0.6% | 5.47K | +1.31% | 658.43K | 82.72 | 0.03% |
| 128 | HON | Honeywell Inter... | 223.91 | -0.17% | 2.9K | +161.44% | 655.53K | 217.19 | 0.03% |
| 129 | FDX | FedEx Corporati... | 226.24 | +0.83% | 2.29K | 0.00% | 643.39K | 131.76 | 0.03% |
| 130 | INTC | Intel Corporati... | 20.71 | +2.83% | 31.8K | 0.00% | 637.59K | 48.97 | 0.03% |
| 131 | BDX | Becton, Dickins... | 172.18 | -0.02% | 2.77K | 0.00% | 627.3K | 129.24 | 0.03% |
| 132 | PFE | Pfizer Inc. | 24.39 | -0.63% | 22.95K | -13.51% | 609K | 30.58 | 0.03% |
| 133 | VB | Vanguard Small ... | 232.08 | +1.04% | 2.52K | -0.16% | 605.75K | 218.69 | 0.03% |
| 134 | ACGL | Arch Capital Gr... | 91.04 | +0.05% | 6.45K | -1.53% | 595.66K | 14.67 | 0.03% |
| 135 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 1.16K | +33.60% | 587.12K | 479.61 | 0.03% |
| 136 | PRTC | PureTech Health... | 19.25 | -1.84% | 302K | +100.00% | 567.73K | 18.46 | 0.03% |
| 137 | AMGN | Amgen Inc. | 295.12 | -0.03% | 2.04K | +2.10% | 533.01K | 132.62 | 0.02% |
| 138 | FDS | FactSet Researc... | 421.05 | +0.27% | 1.1K | +8.50% | 527.35K | 221.42 | 0.02% |
| 139 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 5.37K | 0.00% | 520.27K | 52.02 | 0.02% |
| 140 | NTR | Nutrien Ltd. | 62.81 | -0.12% | 10.95K | -1.79% | 490.01K | 47.36 | 0.02% |
| 141 | GEV | GE Vernova Inc. | 487.65 | +1.92% | 1.43K | -1.58% | 471.03K | 167.52 | 0.02% |
| 142 | VZ | Verizon Communi... | 42.42 | -1.37% | 11.51K | -0.86% | 460.36K | 47.81 | 0.02% |
| 143 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 8.01K | +0.33% | 452.82K | 61.96 | 0.02% |
| 144 | AVY | Avery Dennison ... | 176.30 | +0.95% | 2.19K | -1.13% | 410.56K | 53.14 | 0.02% |
| 145 | PPG | PPG Industries,... | 108.94 | +2.48% | 3.43K | +3.56% | 410.07K | 74.42 | 0.02% |
| 146 | SHEL | Shell plc | 71.45 | -1.5% | 6.5K | 0.00% | 407.23K | 52.29 | 0.02% |
| 147 | IEFA | iShares Core MS... | 81.91 | -1.35% | 5.67K | +28.98% | 398.21K | 56.76 | 0.02% |
| 148 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 1.15K | 0.00% | 395.26K | 204.51 | 0.02% |
| 149 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 2.57K | -4.81% | 395.11K | 96.47 | 0.02% |
| 150 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 9.39K | +32.83% | 394.89K | 40.31 | 0.02% |