13F HOLDINGS REPORT
Birch Hill Investment Advisors LLC
Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001172661-25-004406
Total Value
$2.37B
Positions
197
Other Managers
0
Confidential Omitted
No
Holdings (197)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 284,203 | $147.2M | 6.22% |
| 2 | AMAZON COM INC | AMZN | 546,250 | $119.9M | 5.07% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 217,830 | $109.5M | 4.63% |
| 4 | AMPHENOL CORP NEW | 032095101 | 757,569 | $93.7M | 3.96% |
| 5 | APPLE INC | AAPL | 367,388 | $93.5M | 3.95% |
| 6 | ALPHABET INC | GOOG | 380,734 | $92.6M | 3.91% |
| 7 | MARSH & MCLENNAN COS INC | 571748102 | 439,022 | $88.5M | 3.74% |
| 8 | TJX COS INC NEW | 872540109 | 611,302 | $88.4M | 3.73% |
| 9 | ECOLAB INC | ECL | 294,056 | $80.5M | 3.40% |
| 10 | INTERNATIONAL BUSINESS MACHS | INTR | 276,664 | $78.1M | 3.30% |
| 11 | FISERV INC | FISV | 537,998 | $69.4M | 2.93% |
| 12 | ROCKWELL AUTOMATION INC | ROK | 195,753 | $68.4M | 2.89% |
| 13 | VERTEX PHARMACEUTICALS INC | VRTX | 153,602 | $60.2M | 2.54% |
| 14 | EDWARDS LIFESCIENCES CORP | EW | 757,065 | $58.9M | 2.49% |
| 15 | INTUIT | INTU | 85,493 | $58.4M | 2.47% |
| 16 | KROGER CO | KR | 803,715 | $54.2M | 2.29% |
| 17 | WATTS WATER TECHNOLOGIES INC | WTS | 186,149 | $52.0M | 2.20% |
| 18 | S&P GLOBAL INC | SPGI | 105,545 | $51.4M | 2.17% |
| 19 | ALPHABET INC | GOOG | 198,341 | $48.3M | 2.04% |
| 20 | LINCOLN ELEC HLDGS INC | 533900106 | 198,170 | $46.7M | 1.97% |
| 21 | ASML HOLDING N V | ASMLF | 39,017 | $37.8M | 1.60% |
| 22 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 136,470 | $35.8M | 1.51% |
| 23 | MASTERCARD INCORPORATED | MA | 60,535 | $34.4M | 1.45% |
| 24 | LABCORP HOLDINGS INC | LH | 119,576 | $34.3M | 1.45% |
| 25 | ALCON AG | ALC | 444,175 | $33.1M | 1.40% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 35,524 | $32.9M | 1.39% |
| 27 | JPMORGAN CHASE & CO. | VYLD | 99,053 | $31.2M | 1.32% |
| 28 | ANALOG DEVICES INC | ADI | 117,344 | $28.8M | 1.22% |
| 29 | ISHARES TR | 464287200 | 40,940 | $27.4M | 1.16% |
| 30 | JOHNSON & JOHNSON | JNJ | 138,455 | $25.7M | 1.08% |
| 31 | PEPSICO INC | PEP | 179,957 | $25.3M | 1.07% |
| 32 | ISHARES TR | 464287804 | 211,405 | $25.1M | 1.06% |
| 33 | NVIDIA CORPORATION | NVDA | 116,678 | $21.8M | 0.92% |
| 34 | GRAINGER W W INC | 384802104 | 20,169 | $19.2M | 0.81% |
| 35 | CHEWY INC | CHWY | 446,861 | $18.1M | 0.76% |
| 36 | CARLISLE COS INC | 142339100 | 53,147 | $17.5M | 0.74% |
| 37 | TRANE TECHNOLOGIES PLC | TT | 37,502 | $15.8M | 0.67% |
| 38 | MONDELEZ INTL INC | 609207105 | 194,781 | $12.2M | 0.51% |
| 39 | NEXTERA ENERGY INC | NEE-PW | 160,804 | $12.1M | 0.51% |
| 40 | UBER TECHNOLOGIES INC | UBER | 118,142 | $11.6M | 0.49% |
| 41 | BANK AMERICA CORP | 060505104 | 203,141 | $10.5M | 0.44% |
| 42 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 145,171 | $9.6M | 0.41% |
| 43 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 102,850 | $9.2M | 0.39% |
| 44 | BXP INC | BXP | 120,441 | $9.0M | 0.38% |
| 45 | ORACLE CORP | ORCL-PD | 31,500 | $8.9M | 0.37% |
| 46 | BROADCOM INC | AVGO | 24,999 | $8.2M | 0.35% |
| 47 | AUTOMATIC DATA PROCESSING IN | ADP | 28,006 | $8.2M | 0.35% |
| 48 | MERCK & CO INC | MRK | 94,308 | $7.9M | 0.33% |
| 49 | EXXON MOBIL CORP | XOM | 69,519 | $7.8M | 0.33% |
| 50 | ADOBE INC | ADBE | 21,864 | $7.7M | 0.33% |
| 51 | ISHARES TR | 464287507 | 115,821 | $7.6M | 0.32% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 48,839 | $7.5M | 0.32% |
| 53 | ISHARES TR | 464287465 | 77,487 | $7.2M | 0.31% |
| 54 | RTX CORPORATION | RTX | 39,069 | $6.5M | 0.28% |
| 55 | VANGUARD INTL EQUITY INDEX F | 922042858 | 119,469 | $6.5M | 0.27% |
| 56 | ACCENTURE PLC IRELAND | ACN | 26,183 | $6.5M | 0.27% |
| 57 | ABBVIE INC | ABBV | 27,800 | $6.4M | 0.27% |
| 58 | COCA COLA CO | KO | 93,551 | $6.2M | 0.26% |
| 59 | GENTEX CORP | GNTX | 210,247 | $5.9M | 0.25% |
| 60 | HOME DEPOT INC | HD | 13,979 | $5.7M | 0.24% |
| 61 | HAYWARD HLDGS INC | HAYW | 324,169 | $4.9M | 0.21% |
| 62 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,368 | $4.8M | 0.20% |
| 63 | MCCORMICK & CO INC | MKC-V | 68,910 | $4.6M | 0.19% |
| 64 | ROPER TECHNOLOGIES INC | ROP | 8,993 | $4.5M | 0.19% |
| 65 | VANGUARD TAX-MANAGED FDS | 921943858 | 72,839 | $4.4M | 0.18% |
| 66 | COLGATE PALMOLIVE CO | CL | 48,813 | $3.9M | 0.16% |
| 67 | EMERSON ELEC CO | EMR | 29,619 | $3.9M | 0.16% |
| 68 | ABBOTT LABS | ABLZF | 26,110 | $3.5M | 0.15% |
| 69 | ISHARES TR | 464287655 | 14,000 | $3.4M | 0.14% |
| 70 | VISA INC | V | 9,417 | $3.2M | 0.14% |
| 71 | THERMO FISHER SCIENTIFIC INC | TMO | 6,146 | $3.0M | 0.13% |
| 72 | ISHARES TR | 464287879 | 26,059 | $2.9M | 0.12% |
| 73 | AIR PRODS & CHEMS INC | AIIR | 10,353 | $2.8M | 0.12% |
| 74 | INGERSOLL RAND INC | IR | 33,090 | $2.7M | 0.12% |
| 75 | HILTON WORLDWIDE HLDGS INC | HLT | 9,812 | $2.5M | 0.11% |
| 76 | US BANCORP DEL | USB-PS | 50,620 | $2.4M | 0.10% |
| 77 | ILLINOIS TOOL WKS INC | 452308109 | 9,163 | $2.4M | 0.10% |
| 78 | LINDE PLC | LIN | 4,946 | $2.3M | 0.10% |
| 79 | WABTEC | 929740108 | 11,589 | $2.3M | 0.10% |
| 80 | ALLEGION PLC | ALLE | 12,500 | $2.2M | 0.09% |
| 81 | SALESFORCE INC | CRM | 9,232 | $2.2M | 0.09% |
| 82 | CHEVRON CORP NEW | CVX | 13,438 | $2.1M | 0.09% |
| 83 | ISHARES TR | 464287234 | 37,867 | $2.0M | 0.09% |
| 84 | DISNEY WALT CO | 254687106 | 17,611 | $2.0M | 0.09% |
| 85 | SELECT SECTOR SPDR TR | 81369Y506 | 22,110 | $2.0M | 0.08% |
| 86 | UNION PAC CORP | UNP | 8,328 | $2.0M | 0.08% |
| 87 | CATERPILLAR INC | CAT | 4,044 | $1.9M | 0.08% |
| 88 | SPDR S&P 500 ETF TR | SPY | 2,717 | $1.8M | 0.08% |
| 89 | CVS HEALTH CORP | CVS | 23,725 | $1.8M | 0.08% |
| 90 | GE AEROSPACE | 369604301 | 5,836 | $1.8M | 0.07% |
| 91 | MCDONALDS CORP | MCD | 5,616 | $1.7M | 0.07% |
| 92 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 7,028 | $1.7M | 0.07% |
| 93 | AIRBNB INC | ABNB | 13,629 | $1.7M | 0.07% |
| 94 | CARMAX INC | KMX | 36,237 | $1.6M | 0.07% |
| 95 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 30,761 | $1.6M | 0.07% |
| 96 | DEERE & CO | DE | 3,215 | $1.5M | 0.06% |
| 97 | GLOBAL X FDS | 37954Y830 | 24,520 | $1.5M | 0.06% |
| 98 | WASTE MGMT INC DEL | 94106L109 | 6,059 | $1.3M | 0.06% |
| 99 | VANGUARD WORLD FD | 92204A702 | 1,669 | $1.2M | 0.05% |
| 100 | VANGUARD INDEX FDS | 922908363 | 2,013 | $1.2M | 0.05% |
| 101 | VANGUARD INDEX FDS | 922908629 | 4,184 | $1.2M | 0.05% |
| 102 | IDEXX LABS INC | 45168D104 | 1,910 | $1.2M | 0.05% |
| 103 | WALMART INC | WMT | 11,737 | $1.2M | 0.05% |
| 104 | CARRIER GLOBAL CORPORATION | CARR | 20,091 | $1.2M | 0.05% |
| 105 | INTEL CORP | INTC | 34,750 | $1.2M | 0.05% |
| 106 | BOOKING HOLDINGS INC | BKNG | 215 | $1.2M | 0.05% |
| 107 | DOVER CORP | DOV | 6,880 | $1.1M | 0.05% |
| 108 | MARRIOTT INTL INC NEW | 571903202 | 4,264 | $1.1M | 0.05% |
| 109 | UNITED PARCEL SERVICE INC | UPS | 12,481 | $1.0M | 0.04% |
| 110 | ISHARES TR | 464287499 | 10,706 | $1.0M | 0.04% |
| 111 | META PLATFORMS INC | META | 1,386 | $1.0M | 0.04% |
| 112 | KENVUE INC | KVUE | 62,488 | $1.0M | 0.04% |
| 113 | TESLA INC | TSLA | 2,215 | $985,055 | 0.04% |
| 114 | DUKE ENERGY CORP NEW | DUKB | 7,888 | $976,140 | 0.04% |
| 115 | ISHARES TR | 464287408 | 4,323 | $892,743 | 0.04% |
| 116 | NIKE INC | NKE | 12,754 | $889,336 | 0.04% |
| 117 | PHILIP MORRIS INTL INC | 718172109 | 5,471 | $887,396 | 0.04% |
| 118 | 3M CO | MMM | 5,588 | $867,146 | 0.04% |
| 119 | ISHARES TR | 464287309 | 7,051 | $851,197 | 0.04% |
| 120 | GE VERNOVA INC | GEV | 1,369 | $841,798 | 0.04% |
| 121 | PALANTIR TECHNOLOGIES INC | PLTR | 4,586 | $836,578 | 0.04% |
| 122 | ISHARES TR | 46435G516 | 8,635 | $802,882 | 0.03% |
| 123 | SITEONE LANDSCAPE SUPPLY INC | SITE | 6,194 | $797,787 | 0.03% |
| 124 | BRUNSWICK CORP | BC-PC | 12,505 | $790,816 | 0.03% |
| 125 | ISHARES TR | 46435U663 | 17,522 | $789,892 | 0.03% |
| 126 | DOMINION ENERGY INC | D | 12,787 | $782,181 | 0.03% |
| 127 | OTIS WORLDWIDE CORP | OTIS | 8,537 | $780,538 | 0.03% |
| 128 | AMERICAN EXPRESS CO | AXP | 2,250 | $747,360 | 0.03% |
| 129 | ISHARES BITCOIN TRUST ETF | IBIT | 11,000 | $715,000 | 0.03% |
| 130 | ISHARES GOLD TR | IAU | 9,652 | $702,376 | 0.03% |
| 131 | VANGUARD INDEX FDS | 922908751 | 2,521 | $641,040 | 0.03% |
| 132 | MOBILEYE GLOBAL INC | MBLY | 45,245 | $638,859 | 0.03% |
| 133 | NUTRIEN LTD | NTR | 10,850 | $637,003 | 0.03% |
| 134 | ISHARES TR | 464288885 | 5,450 | $620,646 | 0.03% |
| 135 | AMGEN INC | AMGN | 2,160 | $609,552 | 0.03% |
| 136 | HONEYWELL INTL INC | 438516106 | 2,872 | $604,556 | 0.03% |
| 137 | ARCH CAP GROUP LTD | G0450A105 | 6,450 | $585,208 | 0.02% |
| 138 | ZIMMER BIOMET HOLDINGS INC | ZBH | 5,742 | $565,587 | 0.02% |
| 139 | FEDEX CORP | FDX | 2,287 | $539,292 | 0.02% |
| 140 | DANAHER CORPORATION | 235851102 | 2,676 | $530,544 | 0.02% |
| 141 | PFIZER INC | PFE | 20,455 | $521,193 | 0.02% |
| 142 | VERIZON COMMUNICATIONS INC | VZ | 11,512 | $505,945 | 0.02% |
| 143 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $497,719 | 0.02% |
| 144 | ISHARES TR | 46432F842 | 5,596 | $488,587 | 0.02% |
| 145 | ISHARES TR | 464288570 | 3,879 | $488,560 | 0.02% |
| 146 | SPDR GOLD TR | GLD | 1,340 | $476,330 | 0.02% |
| 147 | SHELL PLC | RYDAF | 6,500 | $464,945 | 0.02% |
| 148 | VANGUARD WORLD FD | 921910816 | 1,151 | $463,185 | 0.02% |
| 149 | NORFOLK SOUTHN CORP | 655844108 | 1,537 | $461,730 | 0.02% |
| 150 | SELECT SECTOR SPDR TR | 81369Y803 | 1,638 | $461,687 | 0.02% |
| 151 | ALTRIA GROUP INC | MO | 6,834 | $451,454 | 0.02% |
| 152 | ELI LILLY & CO | LLY | 575 | $438,725 | 0.02% |
| 153 | BECTON DICKINSON & CO | BDX | 2,290 | $428,619 | 0.02% |
| 154 | LENNAR CORP | LEN-B | 3,400 | $428,536 | 0.02% |
| 155 | QUALCOMM INC | QCOM | 2,562 | $426,214 | 0.02% |
| 156 | WELLS FARGO CO NEW | 949746101 | 5,079 | $425,722 | 0.02% |
| 157 | VANECK ETF TRUST | 92189F676 | 1,293 | $422,117 | 0.02% |
| 158 | VERTIV HOLDINGS CO | VRT | 2,795 | $421,654 | 0.02% |
| 159 | BLACKSTONE INC | BX | 2,400 | $410,040 | 0.02% |
| 160 | AT&T INC | T-PC | 13,002 | $367,176 | 0.02% |
| 161 | PPG INDS INC | 693506107 | 3,433 | $360,843 | 0.02% |
| 162 | CISCO SYS INC | CSCO | 5,269 | $360,505 | 0.02% |
| 163 | AVERY DENNISON CORP | AVY | 2,137 | $346,557 | 0.01% |
| 164 | SYSCO CORP | SYY | 4,168 | $343,193 | 0.01% |
| 165 | INVESCO EXCH TRADED FD TR II | IVZ | 11,549 | $333,766 | 0.01% |
| 166 | ADVANCED MICRO DEVICES INC | AMD | 2,048 | $331,346 | 0.01% |
| 167 | MSA SAFETY INC | MNESP | 1,800 | $309,726 | 0.01% |
| 168 | ESSENTIAL UTILS INC | 29670G102 | 7,484 | $298,612 | 0.01% |
| 169 | MORGAN STANLEY | MS-PQ | 1,871 | $297,414 | 0.01% |
| 170 | MOODYS CORP | MCO | 620 | $295,418 | 0.01% |
| 171 | UNITEDHEALTH GROUP INC | UNH | 849 | $293,160 | 0.01% |
| 172 | FACTSET RESH SYS INC | 303075105 | 1,012 | $289,928 | 0.01% |
| 173 | SPDR S&P MIDCAP 400 ETF TR | MDY | 475 | $283,114 | 0.01% |
| 174 | VANGUARD WHITEHALL FDS | 921946406 | 2,005 | $282,605 | 0.01% |
| 175 | WISDOMTREE TR | WT | 3,200 | $278,496 | 0.01% |
| 176 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 983 | $274,659 | 0.01% |
| 177 | CLOUDFLARE INC | NET | 1,260 | $270,480 | 0.01% |
| 178 | COMCAST CORP NEW | CCZ | 8,178 | $256,953 | 0.01% |
| 179 | ISHARES TR | 464287648 | 800 | $256,032 | 0.01% |
| 180 | PAYCHEX INC | PAYX | 2,000 | $253,552 | 0.01% |
| 181 | VANGUARD INDEX FDS | 922908769 | 761 | $249,737 | 0.01% |
| 182 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,482 | $247,238 | 0.01% |
| 183 | ISHARES TR | 464287689 | 650 | $246,311 | 0.01% |
| 184 | ARES MANAGEMENT CORPORATION | ARES-PB | 1,500 | $239,835 | 0.01% |
| 185 | CSX CORP | CSX | 6,700 | $237,917 | 0.01% |
| 186 | UNILEVER PLC | UNLYF | 4,000 | $237,120 | 0.01% |
| 187 | GLOBAL X FDS | 37954Y293 | 3,666 | $229,895 | 0.01% |
| 188 | CAVA GROUP INC | CAVA | 3,792 | $229,075 | 0.01% |
| 189 | STRYKER CORPORATION | SYK | 614 | $226,977 | 0.01% |
| 190 | CACI INTL INC | 127190304 | 450 | $224,451 | 0.01% |
| 191 | DARDEN RESTAURANTS INC | DRI | 1,150 | $218,914 | 0.01% |
| 192 | HUBBELL INC | HUBB | 504 | $216,876 | 0.01% |
| 193 | ISHARES TR | 464287614 | 454 | $212,658 | 0.01% |
| 194 | CAPITAL ONE FINL CORP | 14040H105 | 993 | $211,092 | 0.01% |
| 195 | WELLTOWER INC | WELL | 1,152 | $205,217 | 0.01% |
| 196 | BLACKROCK INC | BLK | 173 | $201,696 | 0.01% |
| 197 | SERA PROGNOSTICS INC | SERA | 27,293 | $83,517 | 0.00% |