Birch Hill Investment Advisors
Latest statistics and disclosures from Birch Hill Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, FI, BRK.B, MMC, and represent 24.82% of Birch Hill Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPGI (+$33M), MBLY (+$24M), WTS (+$9.3M), GBTC (+$8.7M), IJR (+$6.2M), IJH (+$5.1M), BBJP, ADI, ROK, IJS.
- Started 14 new stock positions in HON, ESGD, ESML, LOW, VYM, GBTC, BBJP, COIN, WAT, Ishares Bitcoin Tr. SYK, WFC, VGT, HUBB.
- Reduced shares in these 10 stocks: BAC (-$25M), CVS (-$19M), GNTX (-$6.9M), VRTX (-$6.5M), MAS, GOOGL, WAB, TJX, MSFT, GOOG.
- Sold out of its positions in BK, BA, HSY, TXN, GDX.
- Birch Hill Investment Advisors was a net seller of stock by $-2.6M.
- Birch Hill Investment Advisors has $2.1B in assets under management (AUM), dropping by 9.34%.
- Central Index Key (CIK): 0001424177
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Portfolio Holdings for Birch Hill Investment Advisors
Birch Hill Investment Advisors holds 172 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.8 | $120M | -2% | 284k | 420.72 |
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| Amazon (AMZN) | 4.9 | $102M | 564k | 180.38 |
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| Fiserv (FI) | 4.9 | $101M | 629k | 159.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $98M | 233k | 420.52 |
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| Marsh & McLennan Companies (MMC) | 4.4 | $90M | 438k | 205.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $73M | -6% | 484k | 150.93 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 3.5 | $72M | -8% | 172k | 418.01 |
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| Ecolab (ECL) | 3.5 | $72M | 310k | 230.90 |
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| TJX Companies (TJX) | 3.3 | $67M | -4% | 661k | 101.42 |
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| Merck & Co (MRK) | 2.9 | $60M | -2% | 453k | 131.95 |
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| Apple (AAPL) | 2.8 | $59M | -2% | 341k | 171.48 |
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| Rockwell Automation (ROK) | 2.8 | $57M | +3% | 196k | 291.33 |
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| Intuit (INTU) | 2.7 | $55M | 85k | 650.00 |
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| International Business Machines (IBM) | 2.6 | $54M | 285k | 190.96 |
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| Kroger (KR) | 2.5 | $51M | 897k | 57.13 |
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| Lincoln Electric Holdings (LECO) | 2.3 | $46M | 181k | 255.44 |
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| Constellation Brands Cl A (STZ) | 2.0 | $42M | 153k | 271.76 |
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| S&p Global (SPGI) | 2.0 | $40M | +427% | 94k | 425.45 |
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| Mobileye Global Common Class A (MBLY) | 1.8 | $38M | +168% | 1.2M | 32.15 |
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| Edwards Lifesciences (EW) | 1.8 | $37M | 386k | 95.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $36M | -7% | 234k | 152.26 |
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| Amphenol Corp Cl A (APH) | 1.7 | $35M | 304k | 115.35 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $34M | -4% | 70k | 481.57 |
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| Costco Wholesale Corporation (COST) | 1.6 | $32M | -7% | 44k | 732.63 |
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| Alcon Ord Shs (ALC) | 1.5 | $31M | +3% | 366k | 83.29 |
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| Johnson & Johnson (JNJ) | 1.4 | $29M | -2% | 185k | 158.19 |
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| Watts Water Technologies Cl A (WTS) | 1.4 | $28M | +48% | 133k | 212.55 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 1.3 | $28M | +4% | 126k | 218.46 |
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| Mondelez Intl Cl A (MDLZ) | 1.2 | $26M | 367k | 70.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $26M | +31% | 232k | 110.52 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $24M | 46k | 525.73 |
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| Gentex Corporation (GNTX) | 1.1 | $24M | -22% | 653k | 36.12 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $22M | -6% | 109k | 200.30 |
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| W.W. Grainger (GWW) | 1.0 | $22M | -6% | 21k | 1017.30 |
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| Bank of America Corporation (BAC) | 0.8 | $16M | -60% | 431k | 37.92 |
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| Pepsi (PEP) | 0.7 | $14M | -8% | 81k | 175.01 |
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| CVS Caremark Corporation (CVS) | 0.7 | $14M | -57% | 176k | 79.76 |
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| Trane Technologies SHS (TT) | 0.5 | $11M | 38k | 300.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $9.4M | -2% | 27k | 346.61 |
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| Procter & Gamble Company (PG) | 0.5 | $9.4M | -2% | 58k | 162.25 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.4 | $8.7M | NEW | 138k | 63.17 |
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| United Parcel Service CL B (UPS) | 0.4 | $8.5M | -21% | 57k | 148.63 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $8.2M | 71k | 116.24 |
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| Masco Corporation (MAS) | 0.4 | $7.7M | -38% | 97k | 78.88 |
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| Automatic Data Processing (ADP) | 0.4 | $7.3M | 29k | 249.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $6.3M | +409% | 104k | 60.74 |
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| Colgate-Palmolive Company (CL) | 0.3 | $6.2M | -14% | 69k | 90.05 |
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| Coca-Cola Company (KO) | 0.3 | $6.0M | -5% | 99k | 61.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $5.9M | -3% | 74k | 79.86 |
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| Carlisle Companies (CSL) | 0.3 | $5.9M | +4% | 15k | 391.85 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $5.7M | -14% | 75k | 76.81 |
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| Wabtec Corporation (WAB) | 0.3 | $5.7M | -38% | 39k | 145.68 |
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| Home Depot (HD) | 0.3 | $5.6M | 15k | 383.60 |
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| Abbvie (ABBV) | 0.2 | $5.1M | 28k | 182.10 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $4.7M | -4% | 113k | 41.77 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $4.4M | -5% | 7.6k | 581.21 |
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| Boston Properties (BXP) | 0.2 | $4.4M | -5% | 68k | 65.31 |
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| Broadcom (AVGO) | 0.2 | $4.4M | -10% | 3.3k | 1325.41 |
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| Nextera Energy (NEE) | 0.2 | $4.4M | +3% | 69k | 63.91 |
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| Oracle Corporation (ORCL) | 0.2 | $4.3M | 34k | 125.61 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $4.3M | NEW | 73k | 58.55 |
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| Uber Technologies (UBER) | 0.2 | $4.0M | -9% | 52k | 76.99 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $3.9M | +23% | 7.8k | 504.60 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $3.8M | -11% | 39k | 97.53 |
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| NVIDIA Corporation (NVDA) | 0.2 | $3.5M | -4% | 3.9k | 903.64 |
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| Air Products & Chemicals (APD) | 0.2 | $3.5M | +25% | 15k | 242.27 |
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| Kenvue (KVUE) | 0.2 | $3.5M | -2% | 162k | 21.46 |
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| salesforce (CRM) | 0.2 | $3.4M | -12% | 11k | 301.18 |
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| Emerson Electric (EMR) | 0.2 | $3.4M | -2% | 30k | 113.42 |
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| Abbott Laboratories (ABT) | 0.2 | $3.3M | 29k | 113.66 |
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| Ingersoll Rand (IR) | 0.2 | $3.1M | 33k | 94.95 |
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| Analog Devices (ADI) | 0.1 | $3.1M | +976% | 16k | 197.79 |
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| Walt Disney Company (DIS) | 0.1 | $3.0M | 24k | 122.36 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.9M | +117% | 29k | 102.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.9M | 58k | 50.17 |
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| Nike CL B (NKE) | 0.1 | $2.8M | +51% | 30k | 93.98 |
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| Us Bancorp Del Com New (USB) | 0.1 | $2.8M | -8% | 63k | 44.70 |
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| Zimmer Holdings (ZBH) | 0.1 | $2.7M | -6% | 21k | 131.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | +5% | 13k | 210.30 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.7M | -2% | 11k | 245.93 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.6M | +2% | 28k | 94.41 |
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| Linde SHS (LIN) | 0.1 | $2.5M | -3% | 5.4k | 464.28 |
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| Illinois Tool Works (ITW) | 0.1 | $2.5M | 9.2k | 268.33 |
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| Chevron Corporation (CVX) | 0.1 | $2.4M | -8% | 15k | 157.74 |
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| CarMax (KMX) | 0.1 | $2.1M | +21% | 24k | 87.11 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $1.8M | +2% | 8.5k | 213.31 |
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| Allegion Ord Shs (ALLE) | 0.1 | $1.8M | -5% | 13k | 134.71 |
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| McDonald's Corporation (MCD) | 0.1 | $1.7M | -5% | 5.9k | 281.95 |
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| Roper Industries (ROP) | 0.1 | $1.6M | 2.9k | 560.84 |
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| Deere & Company (DE) | 0.1 | $1.6M | 3.9k | 410.74 |
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| Intel Corporation (INTC) | 0.1 | $1.6M | -2% | 36k | 44.17 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | -6% | 38k | 41.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.5M | 2.9k | 523.07 |
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| Caterpillar (CAT) | 0.1 | $1.5M | -3% | 4.0k | 366.43 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -22% | 32k | 43.35 |
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| Waste Management (WM) | 0.1 | $1.4M | 6.4k | 213.15 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $1.3M | NEW | 5.0k | 265.12 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.3M | -5% | 22k | 58.13 |
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| Dover Corporation (DOV) | 0.1 | $1.2M | 7.0k | 177.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -2% | 2.5k | 480.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | +28% | 14k | 84.09 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 4.3k | 252.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.0M | 4.1k | 249.86 |
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| Dominion Resources (D) | 0.0 | $1.0M | 20k | 49.19 |
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| IDEXX Laboratories (IDXX) | 0.0 | $988k | -3% | 1.8k | 539.93 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $972k | 9.8k | 99.27 |
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| General Electric Com New (GE) | 0.0 | $928k | -4% | 5.3k | 175.53 |
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| Booking Holdings (BKNG) | 0.0 | $780k | -5% | 215.00 | 3627.88 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $763k | 7.9k | 96.71 |
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| Danaher Corporation (DHR) | 0.0 | $727k | -5% | 2.9k | 249.72 |
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| Pfizer (PFE) | 0.0 | $709k | -6% | 26k | 27.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $704k | NEW | 5.8k | 120.99 |
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| FedEx Corporation (FDX) | 0.0 | $701k | 2.4k | 289.74 |
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| Visa Com Cl A (V) | 0.0 | $684k | 2.5k | 279.08 |
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| Becton, Dickinson and (BDX) | 0.0 | $684k | -3% | 2.8k | 247.45 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $652k | NEW | 8.2k | 79.91 |
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| 3M Company (MMM) | 0.0 | $644k | -7% | 6.1k | 106.07 |
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| Ishares Bitcoin Tr SHS | 0.0 | $639k | NEW | 16k | 40.47 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $627k | NEW | 1.2k | 524.34 |
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| Nutrien (NTR) | 0.0 | $606k | -25% | 11k | 54.31 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $606k | 6.6k | 92.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $576k | +2% | 2.5k | 228.59 |
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| Amgen (AMGN) | 0.0 | $572k | 2.0k | 284.32 |
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| Wal-Mart Stores (WMT) | 0.0 | $564k | +186% | 9.4k | 60.17 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $558k | 5.4k | 103.79 |
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| Meta Platforms Cl A (META) | 0.0 | $517k | 1.1k | 485.58 |
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| Verizon Communications (VZ) | 0.0 | $517k | -4% | 12k | 41.96 |
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| American Express Company (AXP) | 0.0 | $512k | -4% | 2.3k | 227.69 |
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| Avery Dennison Corporation (AVY) | 0.0 | $495k | 2.2k | 223.25 |
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| Philip Morris International (PM) | 0.0 | $495k | 5.4k | 91.62 |
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| PPG Industries (PPG) | 0.0 | $480k | 3.3k | 144.90 |
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| Bristol Myers Squibb (BMY) | 0.0 | $479k | -7% | 8.8k | 54.23 |
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| FactSet Research Systems (FDS) | 0.0 | $460k | 1.0k | 454.39 |
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| Qualcomm (QCOM) | 0.0 | $457k | +3% | 2.7k | 169.30 |
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| Shell Spon Ads (SHEL) | 0.0 | $436k | 6.5k | 67.04 |
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| SYSCO Corporation (SYY) | 0.0 | $426k | -10% | 5.2k | 81.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $426k | 5.7k | 74.22 |
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| UnitedHealth (UNH) | 0.0 | $380k | +2% | 768.00 | 494.70 |
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| Norfolk Southern (NSC) | 0.0 | $366k | 1.4k | 254.87 |
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| Xylem (XYL) | 0.0 | $365k | 2.8k | 129.24 |
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| Brunswick Corporation (BC) | 0.0 | $350k | +2% | 3.6k | 96.52 |
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| Msa Safety Inc equity (MSA) | 0.0 | $349k | 1.8k | 193.59 |
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| Eli Lilly & Co. (LLY) | 0.0 | $343k | 441.00 | 777.96 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $330k | 1.2k | 286.61 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $324k | 3.2k | 100.81 |
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| Unilever Spon Adr New (UL) | 0.0 | $301k | -3% | 6.0k | 50.19 |
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| Wells Fargo & Company (WFC) | 0.0 | $294k | NEW | 5.1k | 57.96 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $293k | -11% | 1.4k | 205.72 |
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| Essential Utils (WTRG) | 0.0 | $291k | -4% | 7.8k | 37.05 |
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $290k | -77% | 7.2k | 40.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $288k | 1.3k | 224.99 |
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| Moody's Corporation (MCO) | 0.0 | $275k | -9% | 700.00 | 393.03 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $266k | 478.00 | 556.40 |
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| Goldman Sachs (GS) | 0.0 | $263k | 630.00 | 417.69 |
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| CSX Corporation (CSX) | 0.0 | $248k | 6.7k | 37.07 |
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| Paychex (PAYX) | 0.0 | $246k | 2.0k | 122.80 |
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| General Mills (GIS) | 0.0 | $244k | 3.5k | 69.97 |
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| Altria (MO) | 0.0 | $236k | 5.4k | 43.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $232k | -4% | 891.00 | 259.90 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $231k | 3.2k | 72.19 |
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| At&t (T) | 0.0 | $229k | 13k | 17.60 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $225k | NEW | 5.6k | 40.27 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $224k | 1.2k | 186.81 |
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| Stryker Corporation (SYK) | 0.0 | $220k | NEW | 614.00 | 357.87 |
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| Tesla Motors (TSLA) | 0.0 | $214k | -3% | 1.2k | 175.79 |
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| Hubbell (HUBB) | 0.0 | $214k | NEW | 515.00 | 415.05 |
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| Waters Corporation (WAT) | 0.0 | $207k | NEW | 600.00 | 344.23 |
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| Morgan Stanley Com New (MS) | 0.0 | $204k | -4% | 2.2k | 94.16 |
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| Diageo Spon Adr New (DEO) | 0.0 | $204k | 1.4k | 148.74 |
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| Honeywell International (HON) | 0.0 | $202k | NEW | 985.00 | 205.25 |
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| Lowe's Companies (LOW) | 0.0 | $200k | NEW | 786.00 | 254.73 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $157k | -13% | 11k | 13.98 |
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Past Filings by Birch Hill Investment Advisors
SEC 13F filings are viewable for Birch Hill Investment Advisors going back to 2011
- Birch Hill Investment Advisors 2024 Q1 filed May 13, 2024
- Birch Hill Investment Advisors 2023 Q4 filed Jan. 29, 2024
- Birch Hill Investment Advisors 2023 Q3 filed Oct. 19, 2023
- Birch Hill Investment Advisors 2023 Q2 filed July 20, 2023
- Birch Hill Investment Advisors 2023 Q1 filed April 14, 2023
- Birch Hill Investment Advisors 2022 Q4 filed Jan. 31, 2023
- Birch Hill Investment Advisors 2022 Q3 filed Oct. 19, 2022
- Birch Hill Investment Advisors 2022 Q2 filed July 13, 2022
- Birch Hill Investment Advisors 2022 Q1 filed April 8, 2022
- Birch Hill Investment Advisors 2021 Q4 filed Feb. 2, 2022
- Birch Hill Investment Advisors 2021 Q3 filed Oct. 25, 2021
- Birch Hill Investment Advisors 2021 Q2 filed July 22, 2021
- Birch Hill Investment Advisors 2021 Q1 filed April 26, 2021
- Birch Hill Investment Advisors 2020 Q4 filed Jan. 27, 2021
- Birch Hill Investment Advisors 2020 Q3 filed Oct. 22, 2020
- Birch Hill Investment Advisors 2020 Q2 filed Aug. 10, 2020