13F HOLDINGS REPORT
Birch Hill Investment Advisors LLC
Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0001172661-26-000323
Total Value
$2.39B
Positions
200
Other Managers
0
Confidential Omitted
No
Holdings (200)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 282,529 | $136.6M | 5.71% |
| 2 | AMAZON COM INC | AMZN | 540,217 | $124.7M | 5.21% |
| 3 | ALPHABET INC | GOOG | 361,655 | $113.2M | 4.73% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 216,785 | $109.0M | 4.55% |
| 5 | AMPHENOL CORP NEW | 032095101 | 732,076 | $98.9M | 4.13% |
| 6 | APPLE INC | AAPL | 362,974 | $98.7M | 4.12% |
| 7 | TJX COS INC NEW | 872540109 | 599,401 | $92.1M | 3.85% |
| 8 | INTERNATIONAL BUSINESS MACHS | INTR | 282,401 | $83.7M | 3.50% |
| 9 | MARSH & MCLENNAN COS INC | 571748102 | 438,591 | $81.4M | 3.40% |
| 10 | ECOLAB INC | ECL | 293,478 | $77.0M | 3.22% |
| 11 | ROCKWELL AUTOMATION INC | ROK | 192,763 | $75.0M | 3.13% |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 152,485 | $69.1M | 2.89% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 743,680 | $63.4M | 2.65% |
| 14 | ALPHABET INC | GOOG | 189,401 | $59.4M | 2.48% |
| 15 | INTUIT | INTU | 88,753 | $58.8M | 2.46% |
| 16 | S&P GLOBAL INC | SPGI | 106,211 | $55.5M | 2.32% |
| 17 | WATTS WATER TECHNOLOGIES INC | WTS | 189,909 | $52.4M | 2.19% |
| 18 | KROGER CO | KR | 793,039 | $49.5M | 2.07% |
| 19 | LINCOLN ELEC HLDGS INC | 533900106 | 200,860 | $48.1M | 2.01% |
| 20 | ASML HOLDING N V | ASMLF | 39,658 | $42.4M | 1.77% |
| 21 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 152,148 | $41.9M | 1.75% |
| 22 | ALCON AG | ALC | 441,835 | $34.8M | 1.46% |
| 23 | MASTERCARD INCORPORATED | MA | 58,005 | $33.1M | 1.38% |
| 24 | FISERV INC | FISV | 487,695 | $32.8M | 1.37% |
| 25 | ANALOG DEVICES INC | ADI | 115,973 | $31.5M | 1.31% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 96,810 | $31.2M | 1.30% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 35,265 | $30.4M | 1.27% |
| 28 | ISHARES TR | 464287200 | 41,008 | $28.1M | 1.17% |
| 29 | JOHNSON & JOHNSON | JNJ | 134,441 | $27.8M | 1.16% |
| 30 | PEPSICO INC | PEP | 184,575 | $26.5M | 1.11% |
| 31 | ISHARES TR | 464287804 | 211,673 | $25.4M | 1.06% |
| 32 | NVIDIA CORPORATION | NVDA | 119,026 | $22.2M | 0.93% |
| 33 | CLOROX CO DEL | CLX | 219,206 | $22.1M | 0.92% |
| 34 | WW GRAINGER INC | 384802104 | 21,301 | $21.5M | 0.90% |
| 35 | LABCORP HOLDINGS INC | LH | 82,505 | $20.7M | 0.87% |
| 36 | CARLISLE COS INC | 142339100 | 47,587 | $15.2M | 0.64% |
| 37 | CHEWY INC | CHWY | 457,311 | $15.1M | 0.63% |
| 38 | TRANE TECHNOLOGIES PLC | TT | 37,502 | $14.6M | 0.61% |
| 39 | NEXTERA ENERGY INC | NEE-PW | 157,922 | $12.7M | 0.53% |
| 40 | PROCTER AND GAMBLE CO | 742718109 | 80,868 | $11.6M | 0.48% |
| 41 | BANK AMERICA CORP | 060505104 | 198,000 | $10.9M | 0.46% |
| 42 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 149,681 | $9.9M | 0.41% |
| 43 | UBER TECHNOLOGIES INC | UBER | 117,257 | $9.6M | 0.40% |
| 44 | MERCK & CO INC | MRK | 89,385 | $9.4M | 0.39% |
| 45 | BROADCOM INC | AVGO | 24,766 | $8.6M | 0.36% |
| 46 | EXXON MOBIL CORP | XOM | 67,720 | $8.1M | 0.34% |
| 47 | BXP INC | BXP | 120,441 | $8.1M | 0.34% |
| 48 | ISHARES TR | 464287507 | 118,714 | $7.8M | 0.33% |
| 49 | ISHARES TR | 464287465 | 78,252 | $7.5M | 0.31% |
| 50 | AUTOMATIC DATA PROCESSING IN | ADP | 27,568 | $7.1M | 0.30% |
| 51 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 102,850 | $7.0M | 0.29% |
| 52 | RTX CORPORATION | RTX | 37,069 | $6.8M | 0.28% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042858 | 121,141 | $6.5M | 0.27% |
| 54 | ACCENTURE PLC IRELAND | ACN | 23,663 | $6.3M | 0.27% |
| 55 | COCA COLA CO | KO | 90,401 | $6.3M | 0.26% |
| 56 | ABBVIE INC | ABBV | 25,975 | $5.9M | 0.25% |
| 57 | ORACLE CORP | ORCL-PD | 28,825 | $5.6M | 0.23% |
| 58 | INVESCO EXCHANGE TRADED FD T | IVZ | 28,967 | $5.5M | 0.23% |
| 59 | HAYWARD HLDGS INC | HAYW | 324,169 | $5.0M | 0.21% |
| 60 | MONDELEZ INTL INC | 609207105 | 90,557 | $4.9M | 0.20% |
| 61 | VANGUARD TAX-MANAGED FDS | 921943858 | 77,295 | $4.8M | 0.20% |
| 62 | HOME DEPOT INC | HD | 13,919 | $4.8M | 0.20% |
| 63 | VISA INC | V | 12,955 | $4.5M | 0.19% |
| 64 | MCCORMICK & CO INC | MKC-V | 66,660 | $4.5M | 0.19% |
| 65 | EMERSON ELEC CO | EMR | 29,463 | $3.9M | 0.16% |
| 66 | GENTEX CORP | GNTX | 167,988 | $3.9M | 0.16% |
| 67 | COLGATE PALMOLIVE CO | CL | 47,691 | $3.8M | 0.16% |
| 68 | ROPER TECHNOLOGIES INC | ROP | 7,903 | $3.5M | 0.15% |
| 69 | ISHARES TR | 464287655 | 14,050 | $3.5M | 0.14% |
| 70 | THERMO FISHER SCIENTIFIC INC | TMO | 5,766 | $3.3M | 0.14% |
| 71 | HILTON WORLDWIDE HLDGS INC | HLT | 10,807 | $3.1M | 0.13% |
| 72 | ABBOTT LABS | ABLZF | 24,525 | $3.1M | 0.13% |
| 73 | ISHARES TR | 464287879 | 25,764 | $2.9M | 0.12% |
| 74 | US BANCORP DEL | USB-PS | 50,120 | $2.7M | 0.11% |
| 75 | INGERSOLL RAND INC | IR | 33,090 | $2.6M | 0.11% |
| 76 | ISHARES TR | 464287234 | 44,167 | $2.4M | 0.10% |
| 77 | WABTEC | 929740108 | 11,139 | $2.4M | 0.10% |
| 78 | CATERPILLAR INC | CAT | 4,044 | $2.3M | 0.10% |
| 79 | AIR PRODS & CHEMS INC | AIIR | 9,071 | $2.2M | 0.09% |
| 80 | SALESFORCE INC | CRM | 8,392 | $2.2M | 0.09% |
| 81 | NIKE INC | NKE | 34,049 | $2.2M | 0.09% |
| 82 | ILLINOIS TOOL WKS INC | 452308109 | 8,763 | $2.2M | 0.09% |
| 83 | LINDE PLC | LIN | 4,816 | $2.1M | 0.09% |
| 84 | ALLEGION PLC | ALLE | 12,500 | $2.0M | 0.08% |
| 85 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 8,913 | $2.0M | 0.08% |
| 86 | SELECT SECTOR SPDR TR | 81369Y506 | 44,220 | $2.0M | 0.08% |
| 87 | DISNEY WALT CO | 254687106 | 16,872 | $1.9M | 0.08% |
| 88 | SPDR S&P 500 ETF TR | SPY | 2,729 | $1.9M | 0.08% |
| 89 | UNION PAC CORP | UNP | 8,033 | $1.9M | 0.08% |
| 90 | AIRBNB INC | ABNB | 13,594 | $1.8M | 0.08% |
| 91 | GE AEROSPACE | 369604301 | 5,836 | $1.8M | 0.08% |
| 92 | GLOBAL X FDS | 37954Y830 | 24,520 | $1.8M | 0.07% |
| 93 | CHEVRON CORP NEW | CVX | 11,538 | $1.8M | 0.07% |
| 94 | MCDONALDS CORP | MCD | 5,646 | $1.7M | 0.07% |
| 95 | CVS HEALTH CORP | CVS | 21,353 | $1.7M | 0.07% |
| 96 | VANGUARD INDEX FDS | 922908363 | 2,691 | $1.7M | 0.07% |
| 97 | DOVER CORP | DOV | 7,880 | $1.5M | 0.06% |
| 98 | DEERE & CO | DE | 3,215 | $1.5M | 0.06% |
| 99 | VANGUARD WORLD FD | 92204A702 | 1,830 | $1.4M | 0.06% |
| 100 | WASTE MGMT INC DEL | 94106L109 | 6,104 | $1.3M | 0.06% |
| 101 | MARRIOTT INTL INC NEW | 571903202 | 4,291 | $1.3M | 0.06% |
| 102 | WALMART INC | WMT | 11,909 | $1.3M | 0.06% |
| 103 | IDEXX LABS INC | 45168D104 | 1,910 | $1.3M | 0.05% |
| 104 | VANGUARD INDEX FDS | 922908629 | 4,181 | $1.2M | 0.05% |
| 105 | INTEL CORP | INTC | 31,800 | $1.2M | 0.05% |
| 106 | TESLA INC | TSLA | 2,575 | $1.2M | 0.05% |
| 107 | BOOKING HOLDINGS INC | BKNG | 215 | $1.2M | 0.05% |
| 108 | UNITED PARCEL SERVICE INC | UPS | 11,510 | $1.1M | 0.05% |
| 109 | META PLATFORMS INC | META | 1,697 | $1.1M | 0.05% |
| 110 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 28,761 | $1.1M | 0.05% |
| 111 | ISHARES TR | 464287499 | 10,706 | $1.0M | 0.04% |
| 112 | ADOBE INC | ADBE | 2,777 | $972,078 | 0.04% |
| 113 | CARRIER GLOBAL CORPORATION | CARR | 17,891 | $945,360 | 0.04% |
| 114 | DUKE ENERGY CORP NEW | DUKB | 7,888 | $924,552 | 0.04% |
| 115 | PHILIP MORRIS INTL INC | 718172109 | 5,521 | $885,568 | 0.04% |
| 116 | GE VERNOVA INC | GEV | 1,344 | $878,398 | 0.04% |
| 117 | ISHARES TR | 464287309 | 7,051 | $869,106 | 0.04% |
| 118 | BRUNSWICK CORP | BC-PC | 11,405 | $846,707 | 0.04% |
| 119 | AMERICAN EXPRESS CO | AXP | 2,281 | $843,856 | 0.04% |
| 120 | ISHARES TR | 46435G516 | 8,513 | $809,501 | 0.03% |
| 121 | 3M CO | MMM | 5,033 | $805,783 | 0.03% |
| 122 | SITEONE LANDSCAPE SUPPLY INC | SITE | 6,459 | $804,533 | 0.03% |
| 123 | PALANTIR TECHNOLOGIES INC | PLTR | 4,486 | $797,386 | 0.03% |
| 124 | ISHARES TR | 464287408 | 3,723 | $789,537 | 0.03% |
| 125 | ISHARES GOLD TR | IAU | 9,652 | $783,453 | 0.03% |
| 126 | DOMINION ENERGY INC | D | 12,587 | $737,472 | 0.03% |
| 127 | CONSTELLATION ENERGY CORP | CEG | 2,044 | $722,084 | 0.03% |
| 128 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 10,593 | $693,947 | 0.03% |
| 129 | VANGUARD INDEX FDS | 922908751 | 2,621 | $676,087 | 0.03% |
| 130 | AMGEN INC | AMGN | 2,060 | $674,259 | 0.03% |
| 131 | NUTRIEN LTD | NTR | 10,850 | $669,662 | 0.03% |
| 132 | ELI LILLY & CO | LLY | 614 | $659,854 | 0.03% |
| 133 | OTIS WORLDWIDE CORP | OTIS | 7,537 | $658,357 | 0.03% |
| 134 | ISHARES TR | 46435U663 | 14,122 | $649,330 | 0.03% |
| 135 | FEDEX CORP | FDX | 2,217 | $640,396 | 0.03% |
| 136 | CARMAX INC | KMX | 16,300 | $629,832 | 0.03% |
| 137 | ISHARES TR | 464288885 | 5,450 | $620,864 | 0.03% |
| 138 | ARCH CAP GROUP LTD | G0450A105 | 6,450 | $618,684 | 0.03% |
| 139 | SELECT SECTOR SPDR TR | 81369Y803 | 4,232 | $609,281 | 0.03% |
| 140 | DANAHER CORPORATION | 235851102 | 2,576 | $589,698 | 0.02% |
| 141 | GOLDMAN SACHS GROUP INC | GSCE | 625 | $549,375 | 0.02% |
| 142 | ISHARES BITCOIN TRUST ETF | IBIT | 11,000 | $546,150 | 0.02% |
| 143 | PFIZER INC | PFE | 21,930 | $546,057 | 0.02% |
| 144 | VISTRA CORP | VST | 3,210 | $517,869 | 0.02% |
| 145 | ISHARES TR | 46432F842 | 5,571 | $498,382 | 0.02% |
| 146 | SPDR GOLD TR | GLD | 1,240 | $491,424 | 0.02% |
| 147 | ZIMMER BIOMET HOLDINGS INC | ZBH | 5,312 | $477,655 | 0.02% |
| 148 | SHELL PLC | RYDAF | 6,500 | $477,620 | 0.02% |
| 149 | VANGUARD WORLD FD | 921910816 | 1,151 | $475,098 | 0.02% |
| 150 | WELLS FARGO CO NEW | 949746101 | 5,079 | $473,363 | 0.02% |
| 151 | VANECK ETF TRUST | 92189F676 | 1,293 | $465,796 | 0.02% |
| 152 | VERTIV HOLDINGS CO | VRT | 2,775 | $449,578 | 0.02% |
| 153 | NORFOLK SOUTHN CORP | 655844108 | 1,537 | $443,763 | 0.02% |
| 154 | QUALCOMM INC | QCOM | 2,522 | $431,388 | 0.02% |
| 155 | BECTON DICKINSON & CO | BDX | 2,215 | $429,865 | 0.02% |
| 156 | VERIZON COMMUNICATIONS INC | VZ | 10,512 | $428,147 | 0.02% |
| 157 | ISHARES TR | 464288570 | 3,224 | $415,348 | 0.02% |
| 158 | MOBILEYE GLOBAL INC | MBLY | 39,100 | $408,204 | 0.02% |
| 159 | PPG INDS INC | 693506107 | 3,833 | $392,729 | 0.02% |
| 160 | VANGUARD WHITEHALL FDS | 921946406 | 2,720 | $390,374 | 0.02% |
| 161 | ADVANCED MICRO DEVICES INC | AMD | 1,812 | $388,058 | 0.02% |
| 162 | AVERY DENNISON CORP | AVY | 2,081 | $378,492 | 0.02% |
| 163 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,215 | $369,354 | 0.02% |
| 164 | CISCO SYS INC | CSCO | 4,769 | $367,356 | 0.02% |
| 165 | KENVUE INC | KVUE | 21,158 | $364,975 | 0.02% |
| 166 | CAVA GROUP INC | CAVA | 5,982 | $351,084 | 0.01% |
| 167 | MORGAN STANLEY | MS-PQ | 1,871 | $332,159 | 0.01% |
| 168 | MOODYS CORP | MCO | 620 | $316,727 | 0.01% |
| 169 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,782 | $311,881 | 0.01% |
| 170 | ALTRIA GROUP INC | MO | 5,400 | $311,364 | 0.01% |
| 171 | HONEYWELL INTL INC | 438516106 | 1,522 | $296,927 | 0.01% |
| 172 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,344 | $295,384 | 0.01% |
| 173 | FACTSET RESH SYS INC | 303075105 | 1,012 | $293,672 | 0.01% |
| 174 | MSA SAFETY INC | MNESP | 1,800 | $288,252 | 0.01% |
| 175 | ESSENTIAL UTILS INC | 29670G102 | 7,484 | $287,086 | 0.01% |
| 176 | SPDR S&P MIDCAP 400 ETF TR | MDY | 475 | $286,558 | 0.01% |
| 177 | WISDOMTREE TR | WT | 3,200 | $281,856 | 0.01% |
| 178 | UNITEDHEALTH GROUP INC | UNH | 840 | $277,292 | 0.01% |
| 179 | INVESCO EXCH TRADED FD TR II | IVZ | 8,860 | $263,939 | 0.01% |
| 180 | ISHARES TR | 464287648 | 800 | $258,408 | 0.01% |
| 181 | VANGUARD INDEX FDS | 922908769 | 758 | $254,135 | 0.01% |
| 182 | ISHARES TR | 464287689 | 650 | $251,452 | 0.01% |
| 183 | CSX CORP | CSX | 6,700 | $242,875 | 0.01% |
| 184 | CAPITAL ONE FINL CORP | 14040H105 | 993 | $240,663 | 0.01% |
| 185 | CACI INTL INC | 127190304 | 450 | $239,764 | 0.01% |
| 186 | AT&T INC | T-PC | 9,631 | $239,234 | 0.01% |
| 187 | SCHWAB STRATEGIC TR | 808524797 | 8,500 | $233,155 | 0.01% |
| 188 | UNILEVER PLC | UNLYF | 3,554 | $232,432 | 0.01% |
| 189 | WATERS CORP | 941848103 | 600 | $227,898 | 0.01% |
| 190 | PAYCHEX INC | PAYX | 2,000 | $224,360 | 0.01% |
| 191 | HUBBELL INC | HUBB | 504 | $223,831 | 0.01% |
| 192 | GLOBAL X FDS | 37954Y293 | 3,666 | $221,903 | 0.01% |
| 193 | SYSCO CORP | SYY | 3,006 | $221,512 | 0.01% |
| 194 | ISHARES TR | 464287614 | 454 | $214,878 | 0.01% |
| 195 | WELLTOWER INC | WELL | 1,152 | $213,823 | 0.01% |
| 196 | ARISTA NETWORKS INC | ANET | 1,606 | $210,370 | 0.01% |
| 197 | CLOUDFLARE INC | NET | 1,060 | $209,067 | 0.01% |
| 198 | COMCAST CORP NEW | CCZ | 6,918 | $206,779 | 0.01% |
| 199 | INVESCO QQQ TR | IVZ | 326 | $200,429 | 0.01% |
| 200 | SERA PROGNOSTICS INC | SERA | 27,293 | $80,514 | 0.00% |