13F HOLDINGS REPORT
Birch Hill Investment Advisors LLC
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001172661-25-002792
Total Value
$2.25B
Positions
195
Other Managers
0
Confidential Omitted
No
Holdings (195)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 283,105 | $140.8M | 6.25% |
| 2 | AMAZON COM INC | AMZN | 546,256 | $119.8M | 5.32% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 219,128 | $106.4M | 4.73% |
| 4 | MARSH & MCLENNAN COS INC | 571748102 | 426,623 | $93.3M | 4.14% |
| 5 | FISERV INC | FISV | 539,914 | $93.1M | 4.13% |
| 6 | INTERNATIONAL BUSINESS MACHS | INTR | 270,337 | $79.7M | 3.54% |
| 7 | ECOLAB INC | ECL | 295,261 | $79.6M | 3.53% |
| 8 | AMPHENOL CORP NEW | 032095101 | 775,352 | $76.6M | 3.40% |
| 9 | TJX COS INC NEW | 872540109 | 612,471 | $75.6M | 3.36% |
| 10 | ALPHABET INC | GOOG | 421,416 | $74.3M | 3.30% |
| 11 | APPLE INC | AAPL | 357,701 | $73.4M | 3.26% |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 148,314 | $66.0M | 2.93% |
| 13 | ROCKWELL AUTOMATION INC | ROK | 197,351 | $65.6M | 2.91% |
| 14 | INTUIT | INTU | 82,391 | $64.9M | 2.88% |
| 15 | KROGER CO | KR | 850,196 | $61.0M | 2.71% |
| 16 | EDWARDS LIFESCIENCES CORP | EW | 760,587 | $59.5M | 2.64% |
| 17 | S&P GLOBAL INC | SPGI | 105,119 | $55.4M | 2.46% |
| 18 | WATTS WATER TECHNOLOGIES INC | WTS | 186,198 | $45.8M | 2.03% |
| 19 | LINCOLN ELEC HLDGS INC | 533900106 | 198,169 | $41.1M | 1.82% |
| 20 | ALCON AG | ALC | 437,677 | $38.6M | 1.72% |
| 21 | LABCORP HOLDINGS INC | LH | 144,453 | $37.9M | 1.68% |
| 22 | ALPHABET INC | GOOG | 209,020 | $37.1M | 1.65% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 35,670 | $35.3M | 1.57% |
| 24 | MASTERCARD INCORPORATED | MA | 61,262 | $34.4M | 1.53% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 101,427 | $29.4M | 1.31% |
| 26 | ANALOG DEVICES INC | ADI | 116,489 | $27.7M | 1.23% |
| 27 | ISHARES TR | 464287804 | 240,394 | $26.3M | 1.17% |
| 28 | ISHARES TR | 464287200 | 41,220 | $25.6M | 1.14% |
| 29 | JOHNSON & JOHNSON | JNJ | 151,350 | $23.1M | 1.03% |
| 30 | PEPSICO INC | PEP | 160,390 | $21.2M | 0.94% |
| 31 | GRAINGER W W INC | 384802104 | 20,199 | $21.0M | 0.93% |
| 32 | MONDELEZ INTL INC | 609207105 | 291,385 | $19.7M | 0.87% |
| 33 | CARLISLE COS INC | 142339100 | 50,717 | $18.9M | 0.84% |
| 34 | TRANE TECHNOLOGIES PLC | TT | 37,502 | $16.4M | 0.73% |
| 35 | ADOBE INC | ADBE | 41,774 | $16.2M | 0.72% |
| 36 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 72,832 | $15.9M | 0.71% |
| 37 | CHEWY INC | CHWY | 319,511 | $13.6M | 0.60% |
| 38 | UBER TECHNOLOGIES INC | UBER | 118,831 | $11.1M | 0.49% |
| 39 | NVIDIA CORPORATION | NVDA | 66,318 | $10.5M | 0.47% |
| 40 | BANK AMERICA CORP | 060505104 | 216,314 | $10.2M | 0.45% |
| 41 | NEXTERA ENERGY INC | NEE-PW | 134,255 | $9.3M | 0.41% |
| 42 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 109,150 | $9.3M | 0.41% |
| 43 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 147,541 | $9.1M | 0.40% |
| 44 | AUTOMATIC DATA PROCESSING IN | ADP | 28,271 | $8.7M | 0.39% |
| 45 | ACCENTURE PLC IRELAND | ACN | 28,994 | $8.7M | 0.38% |
| 46 | MERCK & CO INC | MRK | 106,577 | $8.4M | 0.37% |
| 47 | PROCTER AND GAMBLE CO | 742718109 | 50,884 | $8.1M | 0.36% |
| 48 | EXXON MOBIL CORP | XOM | 69,609 | $7.5M | 0.33% |
| 49 | ISHARES TR | 464287507 | 116,791 | $7.2M | 0.32% |
| 50 | ORACLE CORP | ORCL-PD | 32,264 | $7.1M | 0.31% |
| 51 | BROADCOM INC | AVGO | 25,564 | $7.0M | 0.31% |
| 52 | ISHARES TR | 464287465 | 76,328 | $6.8M | 0.30% |
| 53 | COCA COLA CO | KO | 93,576 | $6.6M | 0.29% |
| 54 | VANGUARD INTL EQUITY INDEX F | 922042858 | 122,050 | $6.0M | 0.27% |
| 55 | RTX CORPORATION | RTX | 38,819 | $5.7M | 0.25% |
| 56 | COLGATE PALMOLIVE CO | CL | 61,508 | $5.6M | 0.25% |
| 57 | MCCORMICK & CO INC | MKC-V | 69,800 | $5.3M | 0.23% |
| 58 | ABBVIE INC | ABBV | 27,900 | $5.2M | 0.23% |
| 59 | HOME DEPOT INC | HD | 14,027 | $5.1M | 0.23% |
| 60 | GENTEX CORP | GNTX | 233,295 | $5.1M | 0.23% |
| 61 | ROPER TECHNOLOGIES INC | ROP | 8,456 | $4.8M | 0.21% |
| 62 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,217 | $4.6M | 0.20% |
| 63 | HAYWARD HLDGS INC | HAYW | 319,138 | $4.4M | 0.20% |
| 64 | EMERSON ELEC CO | EMR | 29,619 | $3.9M | 0.18% |
| 65 | BXP INC | BXP | 55,825 | $3.8M | 0.17% |
| 66 | ABBOTT LABS | ABLZF | 26,915 | $3.7M | 0.16% |
| 67 | VANGUARD TAX-MANAGED FDS | 921943858 | 58,753 | $3.3M | 0.15% |
| 68 | VISA INC | V | 9,045 | $3.2M | 0.14% |
| 69 | KENVUE INC | KVUE | 145,971 | $3.1M | 0.14% |
| 70 | ISHARES TR | 464287655 | 14,055 | $3.0M | 0.13% |
| 71 | AIR PRODS & CHEMS INC | AIIR | 10,623 | $3.0M | 0.13% |
| 72 | ISHARES TR | 464287879 | 28,927 | $2.9M | 0.13% |
| 73 | INGERSOLL RAND INC | IR | 33,090 | $2.8M | 0.12% |
| 74 | SALESFORCE INC | CRM | 9,632 | $2.6M | 0.12% |
| 75 | HILTON WORLDWIDE HLDGS INC | HLT | 9,612 | $2.6M | 0.11% |
| 76 | WABTEC | 929740108 | 11,939 | $2.5M | 0.11% |
| 77 | THERMO FISHER SCIENTIFIC INC | TMO | 6,146 | $2.5M | 0.11% |
| 78 | LINDE PLC | LIN | 4,996 | $2.3M | 0.10% |
| 79 | US BANCORP DEL | USB-PS | 51,415 | $2.3M | 0.10% |
| 80 | ILLINOIS TOOL WKS INC | 452308109 | 9,163 | $2.3M | 0.10% |
| 81 | DISNEY WALT CO | 254687106 | 15,840 | $2.0M | 0.09% |
| 82 | UNION PAC CORP | UNP | 8,328 | $1.9M | 0.09% |
| 83 | SELECT SECTOR SPDR TR | 81369Y506 | 22,110 | $1.9M | 0.08% |
| 84 | ISHARES TR | 464287234 | 37,881 | $1.8M | 0.08% |
| 85 | ALLEGION PLC | ALLE | 12,500 | $1.8M | 0.08% |
| 86 | CARMAX INC | KMX | 26,649 | $1.8M | 0.08% |
| 87 | CHEVRON CORP NEW | CVX | 12,502 | $1.8M | 0.08% |
| 88 | AIRBNB INC | ABNB | 13,459 | $1.8M | 0.08% |
| 89 | SPDR S&P 500 ETF TR | SPY | 2,717 | $1.7M | 0.07% |
| 90 | MCDONALDS CORP | MCD | 5,616 | $1.6M | 0.07% |
| 91 | CVS HEALTH CORP | CVS | 23,725 | $1.6M | 0.07% |
| 92 | DEERE & CO | DE | 3,215 | $1.6M | 0.07% |
| 93 | CATERPILLAR INC | CAT | 4,044 | $1.6M | 0.07% |
| 94 | CONSTELLATION BRANDS INC | STZ | 9,353 | $1.5M | 0.07% |
| 95 | UNITED PARCEL SERVICE INC | UPS | 14,981 | $1.5M | 0.07% |
| 96 | GE AEROSPACE | 369604301 | 5,836 | $1.5M | 0.07% |
| 97 | CARRIER GLOBAL CORPORATION | CARR | 20,091 | $1.5M | 0.07% |
| 98 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 30,761 | $1.5M | 0.07% |
| 99 | MOBILEYE GLOBAL INC | MBLY | 81,045 | $1.5M | 0.06% |
| 100 | WASTE MGMT INC DEL | 94106L109 | 6,101 | $1.4M | 0.06% |
| 101 | GLOBAL X FDS | 37954Y830 | 29,020 | $1.3M | 0.06% |
| 102 | DOVER CORP | DOV | 6,880 | $1.3M | 0.06% |
| 103 | BOOKING HOLDINGS INC | BKNG | 215 | $1.2M | 0.06% |
| 104 | WALMART INC | WMT | 12,192 | $1.2M | 0.05% |
| 105 | MARRIOTT INTL INC NEW | 571903202 | 4,264 | $1.2M | 0.05% |
| 106 | VANGUARD INDEX FDS | 922908629 | 4,147 | $1.2M | 0.05% |
| 107 | NIKE INC | NKE | 16,274 | $1.2M | 0.05% |
| 108 | VANGUARD INDEX FDS | 922908363 | 2,006 | $1.1M | 0.05% |
| 109 | BRUNSWICK CORP | BC-PC | 19,919 | $1.1M | 0.05% |
| 110 | VANGUARD WORLD FD | 92204A702 | 1,649 | $1.1M | 0.05% |
| 111 | IDEXX LABS INC | 45168D104 | 1,910 | $1.0M | 0.05% |
| 112 | META PLATFORMS INC | META | 1,386 | $1.0M | 0.05% |
| 113 | PHILIP MORRIS INTL INC | 718172109 | 5,471 | $996,433 | 0.04% |
| 114 | ISHARES TR | 464287499 | 10,806 | $993,828 | 0.04% |
| 115 | DUKE ENERGY CORP NEW | DUKB | 7,888 | $930,784 | 0.04% |
| 116 | MASCO CORP | MAS | 13,345 | $858,884 | 0.04% |
| 117 | ISHARES TR | 464287408 | 4,365 | $853,008 | 0.04% |
| 118 | OTIS WORLDWIDE CORP | OTIS | 8,537 | $845,334 | 0.04% |
| 119 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,415 | $829,947 | 0.04% |
| 120 | 3M CO | MMM | 5,108 | $777,642 | 0.03% |
| 121 | ISHARES TR | 464287309 | 7,051 | $776,315 | 0.03% |
| 122 | ISHARES TR | 46435G516 | 8,626 | $769,612 | 0.03% |
| 123 | ISHARES TR | 46435U663 | 18,547 | $766,548 | 0.03% |
| 124 | GE VERNOVA INC | GEV | 1,369 | $724,406 | 0.03% |
| 125 | SITEONE LANDSCAPE SUPPLY INC | SITE | 5,979 | $723,100 | 0.03% |
| 126 | DOMINION ENERGY INC | D | 12,787 | $722,721 | 0.03% |
| 127 | AMERICAN EXPRESS CO | AXP | 2,250 | $717,705 | 0.03% |
| 128 | INTEL CORP | INTC | 31,800 | $712,320 | 0.03% |
| 129 | TESLA INC | TSLA | 2,195 | $697,264 | 0.03% |
| 130 | ISHARES BITCOIN TRUST ETF | IBIT | 11,000 | $673,310 | 0.03% |
| 131 | HONEYWELL INTL INC | 438516106 | 2,872 | $668,831 | 0.03% |
| 132 | NUTRIEN LTD | NTR | 10,850 | $631,904 | 0.03% |
| 133 | PALANTIR TECHNOLOGIES INC | PLTR | 4,586 | $625,164 | 0.03% |
| 134 | ISHARES TR | 464288885 | 5,450 | $610,400 | 0.03% |
| 135 | AMGEN INC | AMGN | 2,160 | $603,094 | 0.03% |
| 136 | VANGUARD INDEX FDS | 922908751 | 2,521 | $597,427 | 0.03% |
| 137 | ARCH CAP GROUP LTD | G0450A105 | 6,450 | $587,272 | 0.03% |
| 138 | DANAHER CORPORATION | 235851102 | 2,913 | $575,434 | 0.03% |
| 139 | ZIMMER BIOMET HOLDINGS INC | ZBH | 5,742 | $523,728 | 0.02% |
| 140 | FEDEX CORP | FDX | 2,287 | $519,853 | 0.02% |
| 141 | PFIZER INC | PFE | 20,455 | $495,829 | 0.02% |
| 142 | ELI LILLY & CO | LLY | 600 | $467,718 | 0.02% |
| 143 | ISHARES TR | 46432F842 | 5,596 | $467,154 | 0.02% |
| 144 | SHELL PLC | RYDAF | 6,500 | $457,665 | 0.02% |
| 145 | VERIZON COMMUNICATIONS INC | VZ | 10,512 | $454,847 | 0.02% |
| 146 | FACTSET RESH SYS INC | 303075105 | 1,012 | $452,647 | 0.02% |
| 147 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $442,344 | 0.02% |
| 148 | ISHARES TR | 464288570 | 3,798 | $441,176 | 0.02% |
| 149 | VANGUARD WORLD FD | 921910816 | 1,151 | $421,462 | 0.02% |
| 150 | PURETECH HEALTH PLC | PTCHF | 242,676 | $415,342 | 0.02% |
| 151 | SPDR GOLD TR | GLD | 1,340 | $408,472 | 0.02% |
| 152 | QUALCOMM INC | QCOM | 2,562 | $408,024 | 0.02% |
| 153 | WELLS FARGO CO NEW | 949746101 | 5,079 | $406,929 | 0.02% |
| 154 | BECTON DICKINSON & CO | BDX | 2,340 | $403,065 | 0.02% |
| 155 | NORFOLK SOUTHN CORP | 655844108 | 1,537 | $393,426 | 0.02% |
| 156 | PPG INDS INC | 693506107 | 3,433 | $390,504 | 0.02% |
| 157 | AVERY DENNISON CORP | AVY | 2,166 | $380,068 | 0.02% |
| 158 | AT&T INC | T-PC | 13,002 | $376,278 | 0.02% |
| 159 | VANECK ETF TRUST | 92189F676 | 1,293 | $360,706 | 0.02% |
| 160 | BLACKSTONE INC | BX | 2,400 | $358,992 | 0.02% |
| 161 | VERTIV HOLDINGS CO | VRT | 2,795 | $358,906 | 0.02% |
| 162 | XYLEM INC | XYL | 2,555 | $330,515 | 0.01% |
| 163 | ALTRIA GROUP INC | MO | 5,400 | $316,602 | 0.01% |
| 164 | SYSCO CORP | SYY | 4,168 | $315,684 | 0.01% |
| 165 | STRYKER CORPORATION | SYK | 795 | $314,526 | 0.01% |
| 166 | MOODYS CORP | MCO | 620 | $310,986 | 0.01% |
| 167 | INVESCO EXCH TRADED FD TR II | IVZ | 11,184 | $308,007 | 0.01% |
| 168 | COMCAST CORP NEW | CCZ | 8,577 | $306,113 | 0.01% |
| 169 | MSA SAFETY INC | MNESP | 1,800 | $301,554 | 0.01% |
| 170 | ADVANCED MICRO DEVICES INC | AMD | 2,067 | $293,307 | 0.01% |
| 171 | PAYCHEX INC | PAYX | 2,000 | $289,940 | 0.01% |
| 172 | ESSENTIAL UTILS INC | 29670G102 | 7,484 | $277,956 | 0.01% |
| 173 | SPDR S&P MIDCAP 400 ETF TR | MDY | 475 | $269,078 | 0.01% |
| 174 | VANGUARD WHITEHALL FDS | 921946406 | 2,005 | $267,287 | 0.01% |
| 175 | UNITEDHEALTH GROUP INC | UNH | 849 | $264,863 | 0.01% |
| 176 | MORGAN STANLEY | MS-PQ | 1,871 | $263,549 | 0.01% |
| 177 | WISDOMTREE TR | WT | 3,200 | $262,848 | 0.01% |
| 178 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,500 | $259,800 | 0.01% |
| 179 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,834 | $257,721 | 0.01% |
| 180 | VANGUARD INDEX FDS | 922908769 | 836 | $254,085 | 0.01% |
| 181 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,482 | $253,762 | 0.01% |
| 182 | DARDEN RESTAURANTS INC | DRI | 1,150 | $250,665 | 0.01% |
| 183 | CLOUDFLARE INC | NET | 1,260 | $246,834 | 0.01% |
| 184 | UNILEVER PLC | UNLYF | 4,000 | $244,680 | 0.01% |
| 185 | GLOBAL X FDS | 37954Y293 | 3,666 | $229,822 | 0.01% |
| 186 | ISHARES TR | 464287648 | 800 | $228,688 | 0.01% |
| 187 | ISHARES TR | 464287689 | 650 | $228,150 | 0.01% |
| 188 | WELLTOWER INC | WELL | 1,472 | $226,291 | 0.01% |
| 189 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 983 | $222,735 | 0.01% |
| 190 | CSX CORP | CSX | 6,700 | $218,621 | 0.01% |
| 191 | CACI INTL INC | 127190304 | 450 | $214,515 | 0.01% |
| 192 | CAPITAL ONE FINL CORP | 14040H105 | 993 | $211,271 | 0.01% |
| 193 | HUBBELL INC | HUBB | 515 | $210,331 | 0.01% |
| 194 | WATERS CORP | 941848103 | 600 | $209,424 | 0.01% |
| 195 | ASML HOLDING N V | ASMLF | 253 | $203,117 | 0.01% |