13F HOLDINGS REPORT
Birch Hill Investment Advisors LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001172661-25-000385
Total Value
$2.15B
Positions
181
Other Managers
0
Confidential Omitted
No
Holdings (181)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 551,766 | $121.1M | 5.63% |
| 2 | MICROSOFT CORP | MSFT | 278,384 | $117.3M | 5.46% |
| 3 | FISERV INC | FISV | 571,141 | $117.3M | 5.45% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 231,999 | $105.2M | 4.89% |
| 5 | MARSH & MCLENNAN COS INC | 571748102 | 430,111 | $91.4M | 4.25% |
| 6 | ALPHABET INC | GOOG | 459,342 | $87.0M | 4.04% |
| 7 | APPLE INC | AAPL | 341,919 | $85.6M | 3.98% |
| 8 | TJX COS INC NEW | 872540109 | 642,397 | $77.6M | 3.61% |
| 9 | ECOLAB INC | ECL | 304,794 | $71.4M | 3.32% |
| 10 | VERTEX PHARMACEUTICALS INC | VRTX | 172,821 | $69.6M | 3.24% |
| 11 | INTERNATIONAL BUSINESS MACHS | INTR | 280,373 | $61.6M | 2.87% |
| 12 | ROCKWELL AUTOMATION INC | ROK | 197,813 | $56.5M | 2.63% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 738,779 | $54.7M | 2.54% |
| 14 | KROGER CO | KR | 884,661 | $54.1M | 2.51% |
| 15 | INTUIT | INTU | 85,980 | $54.0M | 2.51% |
| 16 | S&P GLOBAL INC | SPGI | 102,741 | $51.2M | 2.38% |
| 17 | ALPHABET INC | GOOG | 223,281 | $42.5M | 1.98% |
| 18 | AMPHENOL CORP NEW | 032095101 | 581,268 | $40.4M | 1.88% |
| 19 | LINCOLN ELEC HLDGS INC | 533900106 | 193,578 | $36.3M | 1.69% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 39,073 | $35.8M | 1.66% |
| 21 | ALCON AG | ALC | 407,749 | $34.6M | 1.61% |
| 22 | WATTS WATER TECHNOLOGIES INC | WTS | 168,329 | $34.2M | 1.59% |
| 23 | MASTERCARD INCORPORATED | MA | 64,223 | $33.8M | 1.57% |
| 24 | CONSTELLATION BRANDS INC | STZ | 148,374 | $32.8M | 1.52% |
| 25 | LABCORP HOLDINGS INC | LH | 140,678 | $32.3M | 1.50% |
| 26 | ISHARES TR | 464287804 | 264,452 | $30.5M | 1.42% |
| 27 | MERCK & CO INC | MRK | 294,555 | $29.3M | 1.36% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 103,616 | $24.8M | 1.15% |
| 29 | JOHNSON & JOHNSON | JNJ | 169,276 | $24.5M | 1.14% |
| 30 | ISHARES TR | 464287200 | 40,906 | $24.1M | 1.12% |
| 31 | ADOBE INC | ADBE | 49,736 | $22.1M | 1.03% |
| 32 | GRAINGER W W INC | 384802104 | 20,420 | $21.5M | 1.00% |
| 33 | MONDELEZ INTL INC | 609207105 | 343,296 | $20.5M | 0.95% |
| 34 | GENTEX CORP | GNTX | 496,450 | $14.3M | 0.66% |
| 35 | TRANE TECHNOLOGIES PLC | TT | 37,502 | $13.9M | 0.64% |
| 36 | BANK AMERICA CORP | 060505104 | 272,718 | $12.0M | 0.56% |
| 37 | PEPSICO INC | PEP | 77,860 | $11.8M | 0.55% |
| 38 | ACCENTURE PLC IRELAND | ACN | 28,467 | $10.0M | 0.47% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 57,751 | $9.7M | 0.45% |
| 40 | MOBILEYE GLOBAL INC | MBLY | 453,633 | $9.0M | 0.42% |
| 41 | AUTOMATIC DATA PROCESSING IN | ADP | 28,141 | $8.2M | 0.38% |
| 42 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 110,970 | $8.2M | 0.38% |
| 43 | EXXON MOBIL CORP | XOM | 69,418 | $7.5M | 0.35% |
| 44 | ISHARES TR | 464287507 | 114,829 | $7.2M | 0.33% |
| 45 | CARLISLE COS INC | 142339100 | 18,849 | $7.0M | 0.32% |
| 46 | BROADCOM INC | AVGO | 29,191 | $6.8M | 0.31% |
| 47 | COCA COLA CO | KO | 96,426 | $6.0M | 0.28% |
| 48 | COLGATE PALMOLIVE CO | CL | 65,448 | $5.9M | 0.28% |
| 49 | ORACLE CORP | ORCL-PD | 34,551 | $5.8M | 0.27% |
| 50 | ISHARES TR | 464287465 | 75,889 | $5.7M | 0.27% |
| 51 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 104,485 | $5.7M | 0.27% |
| 52 | HOME DEPOT INC | HD | 14,508 | $5.6M | 0.26% |
| 53 | NVIDIA CORPORATION | NVDA | 40,350 | $5.4M | 0.25% |
| 54 | MCCORMICK & CO INC | MKC-V | 70,375 | $5.4M | 0.25% |
| 55 | VANGUARD INTL EQUITY INDEX F | 922042858 | 121,562 | $5.4M | 0.25% |
| 56 | NEXTERA ENERGY INC | NEE-PW | 74,076 | $5.3M | 0.25% |
| 57 | UBER TECHNOLOGIES INC | UBER | 87,447 | $5.3M | 0.25% |
| 58 | HAYWARD HLDGS INC | HAYW | 343,918 | $5.3M | 0.24% |
| 59 | ABBVIE INC | ABBV | 27,836 | $4.9M | 0.23% |
| 60 | AIR PRODS & CHEMS INC | AIIR | 16,929 | $4.9M | 0.23% |
| 61 | UNITED PARCEL SERVICE INC | UPS | 38,302 | $4.8M | 0.22% |
| 62 | ANALOG DEVICES INC | ADI | 21,653 | $4.6M | 0.21% |
| 63 | MASCO CORP | MAS | 63,065 | $4.6M | 0.21% |
| 64 | RTX CORPORATION | RTX | 38,749 | $4.5M | 0.21% |
| 65 | BXP INC | BXP | 59,025 | $4.4M | 0.20% |
| 66 | ISHARES TR | 464287879 | 40,357 | $4.4M | 0.20% |
| 67 | WABTEC | 929740108 | 23,046 | $4.4M | 0.20% |
| 68 | KENVUE INC | KVUE | 184,451 | $3.9M | 0.18% |
| 69 | THERMO FISHER SCIENTIFIC INC | TMO | 7,287 | $3.8M | 0.18% |
| 70 | EMERSON ELEC CO | EMR | 29,619 | $3.7M | 0.17% |
| 71 | SALESFORCE INC | CRM | 10,334 | $3.5M | 0.16% |
| 72 | ISHARES TR | 464287655 | 13,839 | $3.1M | 0.14% |
| 73 | INGERSOLL RAND INC | IR | 33,090 | $3.0M | 0.14% |
| 74 | ABBOTT LABS | ABLZF | 26,243 | $3.0M | 0.14% |
| 75 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,790 | $2.9M | 0.14% |
| 76 | NIKE INC | NKE | 36,922 | $2.8M | 0.13% |
| 77 | VANGUARD TAX-MANAGED FDS | 921943858 | 58,268 | $2.8M | 0.13% |
| 78 | VISA INC | V | 8,794 | $2.8M | 0.13% |
| 79 | US BANCORP DEL | USB-PS | 56,759 | $2.7M | 0.13% |
| 80 | DISNEY WALT CO | 254687106 | 22,823 | $2.5M | 0.12% |
| 81 | CARMAX INC | KMX | 28,649 | $2.3M | 0.11% |
| 82 | ILLINOIS TOOL WKS INC | 452308109 | 9,163 | $2.3M | 0.11% |
| 83 | ROPER TECHNOLOGIES INC | ROP | 4,466 | $2.3M | 0.11% |
| 84 | HILTON WORLDWIDE HLDGS INC | HLT | 9,263 | $2.3M | 0.11% |
| 85 | SELECT SECTOR SPDR TR | 81369Y506 | 25,795 | $2.2M | 0.10% |
| 86 | CHEVRON CORP NEW | CVX | 15,202 | $2.2M | 0.10% |
| 87 | LINDE PLC | LIN | 5,126 | $2.1M | 0.10% |
| 88 | UNION PAC CORP | UNP | 8,441 | $1.9M | 0.09% |
| 89 | CVS HEALTH CORP | CVS | 38,895 | $1.7M | 0.08% |
| 90 | ZIMMER BIOMET HOLDINGS INC | ZBH | 16,513 | $1.7M | 0.08% |
| 91 | SPDR S&P 500 ETF TR | SPY | 2,902 | $1.7M | 0.08% |
| 92 | MCDONALDS CORP | MCD | 5,815 | $1.7M | 0.08% |
| 93 | ALLEGION PLC | ALLE | 12,500 | $1.6M | 0.08% |
| 94 | ISHARES TR | 464287234 | 37,779 | $1.6M | 0.07% |
| 95 | CATERPILLAR INC | CAT | 4,119 | $1.5M | 0.07% |
| 96 | DEERE & CO | DE | 3,517 | $1.5M | 0.07% |
| 97 | BRUNSWICK CORP | BC-PC | 22,592 | $1.5M | 0.07% |
| 98 | CARRIER GLOBAL CORPORATION | CARR | 21,128 | $1.4M | 0.07% |
| 99 | DOVER CORP | DOV | 6,970 | $1.3M | 0.06% |
| 100 | WASTE MGMT INC DEL | 94106L109 | 6,101 | $1.2M | 0.06% |
| 101 | MARRIOTT INTL INC NEW | 571903202 | 4,264 | $1.2M | 0.06% |
| 102 | CHEWY INC | CHWY | 35,050 | $1.2M | 0.05% |
| 103 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 27,502 | $1.2M | 0.05% |
| 104 | VANGUARD INDEX FDS | 922908363 | 2,128 | $1.1M | 0.05% |
| 105 | GLOBAL X FDS | 37954Y830 | 28,880 | $1.1M | 0.05% |
| 106 | BOOKING HOLDINGS INC | BKNG | 218 | $1.1M | 0.05% |
| 107 | DOMINION ENERGY INC | D | 20,085 | $1.1M | 0.05% |
| 108 | VANGUARD INDEX FDS | 922908629 | 4,065 | $1.1M | 0.05% |
| 109 | GE AEROSPACE | 369604301 | 5,843 | $974,554 | 0.05% |
| 110 | ISHARES TR | 464287499 | 10,876 | $961,438 | 0.04% |
| 111 | TESLA INC | TSLA | 2,333 | $941,994 | 0.04% |
| 112 | VANGUARD WORLD FD | 92204A702 | 1,502 | $933,944 | 0.04% |
| 113 | OTIS WORLDWIDE CORP | OTIS | 9,625 | $891,371 | 0.04% |
| 114 | COMCAST CORP NEW | CCZ | 23,531 | $883,115 | 0.04% |
| 115 | WALMART INC | WMT | 9,673 | $873,956 | 0.04% |
| 116 | DUKE ENERGY CORP NEW | DUKB | 7,888 | $849,853 | 0.04% |
| 117 | AIRBNB INC | ABNB | 6,460 | $848,937 | 0.04% |
| 118 | META PLATFORMS INC | META | 1,302 | $762,574 | 0.04% |
| 119 | 3M CO | MMM | 5,898 | $761,373 | 0.04% |
| 120 | ISHARES BITCOIN TRUST ETF | IBIT | 14,300 | $758,615 | 0.04% |
| 121 | IDEXX LABS INC | 45168D104 | 1,830 | $756,595 | 0.04% |
| 122 | ISHARES TR | 464287408 | 3,734 | $712,746 | 0.03% |
| 123 | ISHARES TR | 464287309 | 6,950 | $705,633 | 0.03% |
| 124 | ISHARES TR | 46435G516 | 8,973 | $683,204 | 0.03% |
| 125 | DANAHER CORPORATION | 235851102 | 2,912 | $668,450 | 0.03% |
| 126 | AMERICAN EXPRESS CO | AXP | 2,250 | $667,777 | 0.03% |
| 127 | PHILIP MORRIS INTL INC | 718172109 | 5,471 | $658,435 | 0.03% |
| 128 | HONEYWELL INTL INC | 438516106 | 2,902 | $655,533 | 0.03% |
| 129 | FEDEX CORP | FDX | 2,287 | $643,395 | 0.03% |
| 130 | INTEL CORP | INTC | 31,800 | $637,590 | 0.03% |
| 131 | BECTON DICKINSON & CO | BDX | 2,765 | $627,296 | 0.03% |
| 132 | PFIZER INC | PFE | 22,955 | $608,996 | 0.03% |
| 133 | VANGUARD INDEX FDS | 922908751 | 2,521 | $605,746 | 0.03% |
| 134 | ARCH CAP GROUP LTD | G0450A105 | 6,450 | $595,657 | 0.03% |
| 135 | UNITEDHEALTH GROUP INC | UNH | 1,161 | $587,118 | 0.03% |
| 136 | PURETECH HEALTH PLC | PTCHF | 302,000 | $567,727 | 0.03% |
| 137 | AMGEN INC | AMGN | 2,045 | $533,009 | 0.02% |
| 138 | FACTSET RESH SYS INC | 303075105 | 1,098 | $527,347 | 0.02% |
| 139 | ISHARES TR | 464288885 | 5,373 | $520,268 | 0.02% |
| 140 | NUTRIEN LTD | NTR | 10,950 | $490,012 | 0.02% |
| 141 | GE VERNOVA INC | GEV | 1,432 | $471,028 | 0.02% |
| 142 | VERIZON COMMUNICATIONS INC | VZ | 11,512 | $460,358 | 0.02% |
| 143 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 8,006 | $452,819 | 0.02% |
| 144 | AVERY DENNISON CORP | AVY | 2,194 | $410,563 | 0.02% |
| 145 | PPG INDS INC | 693506107 | 3,433 | $410,072 | 0.02% |
| 146 | SHELL PLC | RYDAF | 6,500 | $407,225 | 0.02% |
| 147 | ISHARES TR | 46432F842 | 5,666 | $398,206 | 0.02% |
| 148 | VANGUARD WORLD FD | 921910816 | 1,151 | $395,265 | 0.02% |
| 149 | QUALCOMM INC | QCOM | 2,572 | $395,111 | 0.02% |
| 150 | ISHARES TR | 46435U663 | 9,391 | $394,892 | 0.02% |
| 151 | SYSCO CORP | SYY | 5,100 | $389,946 | 0.02% |
| 152 | APPLOVIN CORP | APP | 1,127 | $364,956 | 0.02% |
| 153 | NORFOLK SOUTHN CORP | 655844108 | 1,537 | $360,734 | 0.02% |
| 154 | WELLS FARGO CO NEW | 949746101 | 5,132 | $360,472 | 0.02% |
| 155 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $357,887 | 0.02% |
| 156 | UNILEVER PLC | UNLYF | 6,020 | $341,334 | 0.02% |
| 157 | ISHARES TR | 464288570 | 3,014 | $332,293 | 0.02% |
| 158 | SITEONE LANDSCAPE SUPPLY INC | SITE | 2,469 | $325,340 | 0.02% |
| 159 | VANECK ETF TRUST | 92189F676 | 1,293 | $313,225 | 0.01% |
| 160 | XYLEM INC | XYL | 2,633 | $305,481 | 0.01% |
| 161 | MSA SAFETY INC | MNESP | 1,800 | $298,386 | 0.01% |
| 162 | SPDR GOLD TR | GLD | 1,225 | $296,609 | 0.01% |
| 163 | AT&T INC | T-PC | 13,002 | $296,056 | 0.01% |
| 164 | PALANTIR TECHNOLOGIES INC | PLTR | 3,909 | $295,621 | 0.01% |
| 165 | MOODYS CORP | MCO | 620 | $293,489 | 0.01% |
| 166 | STRYKER CORPORATION | SYK | 795 | $286,240 | 0.01% |
| 167 | ESSENTIAL UTILS INC | 29670G102 | 7,844 | $284,894 | 0.01% |
| 168 | ALTRIA GROUP INC | MO | 5,408 | $282,784 | 0.01% |
| 169 | PAYCHEX INC | PAYX | 2,000 | $280,440 | 0.01% |
| 170 | SPDR S&P MIDCAP 400 ETF TR | MDY | 478 | $272,259 | 0.01% |
| 171 | MORGAN STANLEY | MS-PQ | 2,071 | $260,366 | 0.01% |
| 172 | WISDOMTREE TR | WT | 3,200 | $248,928 | 0.01% |
| 173 | VANGUARD INDEX FDS | 922908769 | 841 | $243,730 | 0.01% |
| 174 | WATERS CORP | 941848103 | 600 | $222,588 | 0.01% |
| 175 | GLOBAL X FDS | 37954Y293 | 3,666 | $222,013 | 0.01% |
| 176 | GENERAL MLS INC | 370334104 | 3,480 | $221,920 | 0.01% |
| 177 | ISHARES TR | 464287689 | 650 | $217,262 | 0.01% |
| 178 | CSX CORP | CSX | 6,700 | $216,209 | 0.01% |
| 179 | HUBBELL INC | HUBB | 515 | $215,728 | 0.01% |
| 180 | DARDEN RESTAURANTS INC | DRI | 1,150 | $214,693 | 0.01% |
| 181 | HP INC | HPQ | 6,158 | $200,936 | 0.01% |