Birch Hill Investment Advisors LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Birch Hill Investment Advisors LLC

CIK Number: 0001424177

2.25B
Market Value
187
# of Holdings
34 months
Avg. Holding Period
Win Rate
Peformance 3-Years

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