13F HOLDINGS REPORT
Birch Hill Investment Advisors LLC
Quarter ended Q1 2025 · Filed April 18, 2025 · Accession 0001172661-25-001512
Total Value
$2.11B
Positions
187
Other Managers
0
Confidential Omitted
No
Holdings (187)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 224,881 | $119.8M | 5.68% |
| 2 | FISERV INC | FISV | 532,468 | $117.6M | 5.58% |
| 3 | MICROSOFT CORP | MSFT | 283,380 | $106.4M | 5.05% |
| 4 | MARSH & MCLENNAN COS INC | 571748102 | 430,488 | $105.1M | 4.98% |
| 5 | AMAZON COM INC | AMZN | 547,072 | $104.1M | 4.94% |
| 6 | APPLE INC | AAPL | 353,053 | $78.4M | 3.72% |
| 7 | ECOLAB INC | ECL | 303,484 | $76.9M | 3.65% |
| 8 | TJX COS INC NEW | 872540109 | 627,692 | $76.5M | 3.63% |
| 9 | VERTEX PHARMACEUTICALS INC | VRTX | 148,304 | $71.9M | 3.41% |
| 10 | ALPHABET INC | GOOG | 445,571 | $68.9M | 3.27% |
| 11 | INTERNATIONAL BUSINESS MACHS | INTR | 272,827 | $67.8M | 3.22% |
| 12 | KROGER CO | KR | 872,866 | $59.1M | 2.80% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 756,599 | $54.8M | 2.60% |
| 14 | S&P GLOBAL INC | SPGI | 103,922 | $52.8M | 2.50% |
| 15 | INTUIT | INTU | 85,580 | $52.5M | 2.49% |
| 16 | AMPHENOL CORP NEW | 032095101 | 787,726 | $51.7M | 2.45% |
| 17 | ROCKWELL AUTOMATION INC | ROK | 197,863 | $51.1M | 2.42% |
| 18 | ALCON AG | ALC | 417,139 | $39.6M | 1.88% |
| 19 | WATTS WATER TECHNOLOGIES INC | WTS | 183,479 | $37.4M | 1.77% |
| 20 | LINCOLN ELEC HLDGS INC | 533900106 | 196,344 | $37.1M | 1.76% |
| 21 | MASTERCARD INCORPORATED | MA | 63,407 | $34.8M | 1.65% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 36,666 | $34.7M | 1.64% |
| 23 | ALPHABET INC | GOOG | 217,946 | $34.0M | 1.62% |
| 24 | LABCORP HOLDINGS INC | LH | 143,644 | $33.4M | 1.59% |
| 25 | ISHARES TR | 464287804 | 267,253 | $27.9M | 1.33% |
| 26 | ANALOG DEVICES INC | ADI | 127,158 | $25.6M | 1.22% |
| 27 | JPMORGAN CHASE & CO. | VYLD | 102,548 | $25.2M | 1.19% |
| 28 | JOHNSON & JOHNSON | JNJ | 150,110 | $24.9M | 1.18% |
| 29 | ISHARES TR | 464287200 | 41,403 | $23.3M | 1.10% |
| 30 | MONDELEZ INTL INC | 609207105 | 317,896 | $21.6M | 1.02% |
| 31 | GRAINGER W W INC | 384802104 | 20,222 | $20.0M | 0.95% |
| 32 | ADOBE INC | ADBE | 46,534 | $17.8M | 0.85% |
| 33 | CARLISLE COS INC | 142339100 | 48,864 | $16.6M | 0.79% |
| 34 | MERCK & CO INC | MRK | 152,976 | $13.7M | 0.65% |
| 35 | TRANE TECHNOLOGIES PLC | TT | 37,502 | $12.6M | 0.60% |
| 36 | PEPSICO INC | PEP | 68,364 | $10.3M | 0.49% |
| 37 | PROCTER AND GAMBLE CO | 742718109 | 58,834 | $10.0M | 0.48% |
| 38 | ACCENTURE PLC IRELAND | ACN | 30,467 | $9.5M | 0.45% |
| 39 | BANK AMERICA CORP | 060505104 | 222,425 | $9.3M | 0.44% |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 28,151 | $8.6M | 0.41% |
| 41 | UBER TECHNOLOGIES INC | UBER | 116,947 | $8.5M | 0.40% |
| 42 | EXXON MOBIL CORP | XOM | 70,184 | $8.3M | 0.40% |
| 43 | GENTEX CORP | GNTX | 316,755 | $7.4M | 0.35% |
| 44 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 110,970 | $7.2M | 0.34% |
| 45 | ISHARES TR | 464287507 | 116,864 | $6.8M | 0.32% |
| 46 | COCA COLA CO | KO | 94,426 | $6.8M | 0.32% |
| 47 | ISHARES TR | 464287465 | 76,262 | $6.2M | 0.30% |
| 48 | COLGATE PALMOLIVE CO | CL | 62,663 | $5.9M | 0.28% |
| 49 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 104,086 | $5.8M | 0.28% |
| 50 | ABBVIE INC | ABBV | 27,654 | $5.8M | 0.27% |
| 51 | MCCORMICK & CO INC | MKC-V | 69,395 | $5.7M | 0.27% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042858 | 121,581 | $5.5M | 0.26% |
| 53 | NVIDIA CORPORATION | NVDA | 49,946 | $5.4M | 0.26% |
| 54 | HOME DEPOT INC | HD | 14,738 | $5.4M | 0.26% |
| 55 | NEXTERA ENERGY INC | NEE-PW | 75,405 | $5.3M | 0.25% |
| 56 | RTX CORPORATION | RTX | 39,869 | $5.3M | 0.25% |
| 57 | MOBILEYE GLOBAL INC | MBLY | 351,620 | $5.1M | 0.24% |
| 58 | BROADCOM INC | AVGO | 28,666 | $4.8M | 0.23% |
| 59 | ORACLE CORP | ORCL-PD | 33,312 | $4.7M | 0.22% |
| 60 | HAYWARD HLDGS INC | HAYW | 318,918 | $4.4M | 0.21% |
| 61 | AIR PRODS & CHEMS INC | AIIR | 14,474 | $4.3M | 0.20% |
| 62 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,077 | $4.2M | 0.20% |
| 63 | BXP INC | BXP | 55,825 | $3.8M | 0.18% |
| 64 | THERMO FISHER SCIENTIFIC INC | TMO | 7,417 | $3.7M | 0.18% |
| 65 | ISHARES TR | 464287879 | 37,265 | $3.6M | 0.17% |
| 66 | ABBOTT LABS | ABLZF | 26,110 | $3.5M | 0.16% |
| 67 | CHEWY INC | CHWY | 101,795 | $3.3M | 0.16% |
| 68 | EMERSON ELEC CO | EMR | 29,619 | $3.2M | 0.15% |
| 69 | VISA INC | V | 9,119 | $3.2M | 0.15% |
| 70 | KENVUE INC | KVUE | 132,578 | $3.2M | 0.15% |
| 71 | VANGUARD TAX-MANAGED FDS | 921943858 | 58,515 | $3.0M | 0.14% |
| 72 | ISHARES TR | 464287655 | 14,464 | $2.9M | 0.14% |
| 73 | SALESFORCE INC | CRM | 10,517 | $2.8M | 0.13% |
| 74 | ROPER TECHNOLOGIES INC | ROP | 4,771 | $2.8M | 0.13% |
| 75 | WABTEC | 929740108 | 15,209 | $2.8M | 0.13% |
| 76 | INGERSOLL RAND INC | IR | 33,090 | $2.6M | 0.13% |
| 77 | CONSTELLATION BRANDS INC | STZ | 14,205 | $2.6M | 0.12% |
| 78 | MASCO CORP | MAS | 37,360 | $2.6M | 0.12% |
| 79 | SELECT SECTOR SPDR TR | 81369Y506 | 25,745 | $2.4M | 0.11% |
| 80 | CHEVRON CORP NEW | CVX | 14,027 | $2.3M | 0.11% |
| 81 | LINDE PLC | LIN | 5,001 | $2.3M | 0.11% |
| 82 | ILLINOIS TOOL WKS INC | 452308109 | 9,163 | $2.3M | 0.11% |
| 83 | CARMAX INC | KMX | 29,034 | $2.3M | 0.11% |
| 84 | UNITED PARCEL SERVICE INC | UPS | 20,561 | $2.3M | 0.11% |
| 85 | US BANCORP DEL | USB-PS | 51,620 | $2.2M | 0.10% |
| 86 | HILTON WORLDWIDE HLDGS INC | HLT | 9,380 | $2.1M | 0.10% |
| 87 | UNION PAC CORP | UNP | 8,558 | $2.0M | 0.10% |
| 88 | DISNEY WALT CO | 254687106 | 20,045 | $2.0M | 0.09% |
| 89 | MCDONALDS CORP | MCD | 5,649 | $1.8M | 0.08% |
| 90 | ISHARES TR | 464287234 | 37,889 | $1.7M | 0.08% |
| 91 | NIKE INC | NKE | 25,805 | $1.6M | 0.08% |
| 92 | SPDR S&P 500 ETF TR | SPY | 2,921 | $1.6M | 0.08% |
| 93 | ALLEGION PLC | ALLE | 12,500 | $1.6M | 0.08% |
| 94 | BRUNSWICK CORP | BC-PC | 30,024 | $1.6M | 0.08% |
| 95 | CVS HEALTH CORP | CVS | 23,725 | $1.6M | 0.08% |
| 96 | DEERE & CO | DE | 3,265 | $1.5M | 0.07% |
| 97 | WASTE MGMT INC DEL | 94106L109 | 6,101 | $1.4M | 0.07% |
| 98 | CATERPILLAR INC | CAT | 4,098 | $1.4M | 0.06% |
| 99 | CARRIER GLOBAL CORPORATION | CARR | 20,891 | $1.3M | 0.06% |
| 100 | AIRBNB INC | ABNB | 10,318 | $1.2M | 0.06% |
| 101 | DOVER CORP | DOV | 6,970 | $1.2M | 0.06% |
| 102 | GE AEROSPACE | 369604301 | 5,843 | $1.2M | 0.06% |
| 103 | GLOBAL X FDS | 37954Y830 | 29,240 | $1.1M | 0.05% |
| 104 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 30,761 | $1.1M | 0.05% |
| 105 | DOMINION ENERGY INC | D | 19,335 | $1.1M | 0.05% |
| 106 | VANGUARD INDEX FDS | 922908629 | 4,147 | $1.1M | 0.05% |
| 107 | VANGUARD INDEX FDS | 922908363 | 2,056 | $1.1M | 0.05% |
| 108 | MARRIOTT INTL INC NEW | 571903202 | 4,264 | $1.0M | 0.05% |
| 109 | BOOKING HOLDINGS INC | BKNG | 218 | $1.0M | 0.05% |
| 110 | WALMART INC | WMT | 11,237 | $986,496 | 0.05% |
| 111 | OTIS WORLDWIDE CORP | OTIS | 9,325 | $962,340 | 0.05% |
| 112 | DUKE ENERGY CORP NEW | DUKB | 7,888 | $962,099 | 0.05% |
| 113 | ISHARES TR | 464287499 | 10,826 | $920,968 | 0.04% |
| 114 | VANGUARD WORLD FD | 92204A702 | 1,649 | $894,385 | 0.04% |
| 115 | PHILIP MORRIS INTL INC | 718172109 | 5,471 | $868,412 | 0.04% |
| 116 | ISHARES TR | 464287408 | 4,385 | $835,693 | 0.04% |
| 117 | 3M CO | MMM | 5,638 | $827,997 | 0.04% |
| 118 | IDEXX LABS INC | 45168D104 | 1,910 | $802,104 | 0.04% |
| 119 | META PLATFORMS INC | META | 1,314 | $757,441 | 0.04% |
| 120 | INTEL CORP | INTC | 31,800 | $722,178 | 0.03% |
| 121 | DANAHER CORPORATION | 235851102 | 3,402 | $697,410 | 0.03% |
| 122 | ISHARES TR | 46435G516 | 8,481 | $692,813 | 0.03% |
| 123 | ZIMMER BIOMET HOLDINGS INC | ZBH | 5,992 | $678,175 | 0.03% |
| 124 | AMGEN INC | AMGN | 2,160 | $672,948 | 0.03% |
| 125 | SITEONE LANDSCAPE SUPPLY INC | SITE | 5,539 | $672,656 | 0.03% |
| 126 | ISHARES TR | 464287309 | 7,051 | $654,544 | 0.03% |
| 127 | BECTON DICKINSON & CO | BDX | 2,765 | $633,351 | 0.03% |
| 128 | ARCH CAP GROUP LTD | G0450A105 | 6,450 | $620,361 | 0.03% |
| 129 | TESLA INC | TSLA | 2,391 | $619,632 | 0.03% |
| 130 | HONEYWELL INTL INC | 438516106 | 2,872 | $608,146 | 0.03% |
| 131 | AMERICAN EXPRESS CO | AXP | 2,250 | $605,362 | 0.03% |
| 132 | NUTRIEN LTD | NTR | 12,050 | $598,523 | 0.03% |
| 133 | PURETECH HEALTH PLC | PTCHF | 302,000 | $560,349 | 0.03% |
| 134 | VANGUARD INDEX FDS | 922908751 | 2,521 | $559,032 | 0.03% |
| 135 | FEDEX CORP | FDX | 2,287 | $557,519 | 0.03% |
| 136 | ISHARES TR | 464288885 | 5,450 | $545,000 | 0.03% |
| 137 | PFIZER INC | PFE | 20,805 | $527,199 | 0.03% |
| 138 | VERIZON COMMUNICATIONS INC | VZ | 11,512 | $522,177 | 0.02% |
| 139 | ISHARES BITCOIN TRUST ETF | IBIT | 11,000 | $514,910 | 0.02% |
| 140 | FACTSET RESH SYS INC | 303075105 | 1,098 | $499,195 | 0.02% |
| 141 | UNITEDHEALTH GROUP INC | UNH | 940 | $492,070 | 0.02% |
| 142 | SHELL PLC | RYDAF | 6,500 | $476,320 | 0.02% |
| 143 | ISHARES TR | 46435U663 | 11,921 | $457,886 | 0.02% |
| 144 | ISHARES TR | 46432F842 | 5,666 | $428,633 | 0.02% |
| 145 | GE VERNOVA INC | GEV | 1,367 | $417,318 | 0.02% |
| 146 | PALANTIR TECHNOLOGIES INC | PLTR | 4,801 | $405,204 | 0.02% |
| 147 | QUALCOMM INC | QCOM | 2,562 | $393,549 | 0.02% |
| 148 | AVERY DENNISON CORP | AVY | 2,166 | $385,483 | 0.02% |
| 149 | PPG INDS INC | 693506107 | 3,433 | $375,399 | 0.02% |
| 150 | AT&T INC | T-PC | 13,002 | $367,697 | 0.02% |
| 151 | WELLS FARGO CO NEW | 949746101 | 5,079 | $364,621 | 0.02% |
| 152 | NORFOLK SOUTHN CORP | 655844108 | 1,537 | $364,038 | 0.02% |
| 153 | VANGUARD WORLD FD | 921910816 | 1,151 | $355,521 | 0.02% |
| 154 | SPDR GOLD TR | GLD | 1,225 | $352,971 | 0.02% |
| 155 | ISHARES TR | 464288570 | 3,358 | $343,893 | 0.02% |
| 156 | XYLEM INC | XYL | 2,875 | $343,447 | 0.02% |
| 157 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $341,431 | 0.02% |
| 158 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,482 | $334,347 | 0.02% |
| 159 | PAYCHEX INC | PAYX | 2,120 | $327,074 | 0.02% |
| 160 | ALTRIA GROUP INC | MO | 5,400 | $324,108 | 0.02% |
| 161 | SYSCO CORP | SYY | 4,248 | $318,770 | 0.02% |
| 162 | COMCAST CORP NEW | CCZ | 8,578 | $316,528 | 0.02% |
| 163 | STRYKER CORPORATION | SYK | 795 | $295,939 | 0.01% |
| 164 | ESSENTIAL UTILS INC | 29670G102 | 7,484 | $295,843 | 0.01% |
| 165 | MOODYS CORP | MCO | 620 | $288,728 | 0.01% |
| 166 | VANECK ETF TRUST | 92189F676 | 1,293 | $273,517 | 0.01% |
| 167 | BLACKSTONE INC | BX | 1,900 | $265,582 | 0.01% |
| 168 | MSA SAFETY INC | MNESP | 1,800 | $264,042 | 0.01% |
| 169 | VANGUARD WHITEHALL FDS | 921946406 | 2,005 | $258,565 | 0.01% |
| 170 | WISDOMTREE TR | WT | 3,200 | $253,984 | 0.01% |
| 171 | SPDR S&P MIDCAP 400 ETF TR | MDY | 475 | $253,403 | 0.01% |
| 172 | VERTIV HOLDINGS CO | VRT | 3,415 | $246,563 | 0.01% |
| 173 | DARDEN RESTAURANTS INC | DRI | 1,150 | $238,924 | 0.01% |
| 174 | UNILEVER PLC | UNLYF | 4,000 | $238,200 | 0.01% |
| 175 | GLOBAL X FDS | 37954Y293 | 3,666 | $233,927 | 0.01% |
| 176 | INVESCO EXCH TRADED FD TR II | IVZ | 8,959 | $233,083 | 0.01% |
| 177 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,834 | $232,570 | 0.01% |
| 178 | VANGUARD INDEX FDS | 922908769 | 841 | $231,140 | 0.01% |
| 179 | MORGAN STANLEY | MS-PQ | 1,971 | $229,957 | 0.01% |
| 180 | WELLTOWER INC | WELL | 1,472 | $225,525 | 0.01% |
| 181 | WATERS CORP | 941848103 | 600 | $221,142 | 0.01% |
| 182 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,500 | $219,915 | 0.01% |
| 183 | ELI LILLY & CO | LLY | 259 | $213,911 | 0.01% |
| 184 | ISHARES TR | 464288810 | 3,500 | $210,665 | 0.01% |
| 185 | GENERAL MLS INC | 370334104 | 3,480 | $208,069 | 0.01% |
| 186 | ISHARES TR | 464287689 | 650 | $206,466 | 0.01% |
| 187 | ISHARES TR | 464287648 | 800 | $204,424 | 0.01% |