Birch Hill Investment Advisors LLC
CIK Number: 0001424177
Main Sectors:
Top Industries:
Filing Date: Apr 18, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 224.88K | -3.07% | 119.77M | 196.28 | 5.68% | Share |
| 2 | FI | Fiserv, Inc. | 138.81 | -0.85% | 532.47K | -6.77% | 117.58M | 24.5 | 5.58% | Share |
| 3 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 283.38K | +1.79% | 106.38M | 41.09 | 5.05% | Share |
| 4 | MMC | Marsh & McLenna... | 210.44 | -0.32% | 430.49K | +0.09% | 105.05M | 29.23 | 4.98% | Share |
| 5 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 547.07K | -0.85% | 104.09M | 24.22 | 4.94% | Share |
| 6 | AAPL | Apple Inc. | 228.44 | +1.57% | 353.05K | +3.26% | 78.42M | 28.4 | 3.72% | Share |
| 7 | ECL | Ecolab Inc. | 284.63 | +0.55% | 303.48K | -0.43% | 76.94M | 81.8 | 3.65% | Share |
| 8 | TJX | The TJX Compani... | 137.00 | -0.37% | 627.69K | -2.29% | 76.45M | 16.58 | 3.63% | Share |
| 9 | VRTX | Vertex Pharmace... | 399.26 | +0.45% | 148.3K | -14.19% | 71.9M | 220.29 | 3.41% | Share |
| 10 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 445.57K | -3% | 68.9M | 40.06 | 3.27% | Share |
| 11 | IBM | International B... | 242.76 | +1.40% | 272.83K | -2.69% | 67.84M | 131.28 | 3.22% | Share |
| 12 | KR | The Kroger Co. | 70.20 | -1.71% | 872.87K | -1.33% | 59.08M | 44.93 | 2.80% | Share |
| 13 | EW | Edwards Lifesci... | 80.66 | -0.62% | 756.6K | +2.41% | 54.84M | 39.8 | 2.60% | Share |
| 14 | SPGI | S&P Global Inc. | 557.67 | +0.95% | 103.92K | +1.15% | 52.8M | 411.36 | 2.50% | Share |
| 15 | INTU | Intuit Inc. | 661.20 | -5.24% | 85.58K | -0.47% | 52.55M | 456.04 | 2.49% | Share |
| 16 | APH | Amphenol Corpor... | 110.61 | +1.65% | 787.73K | +35.52% | 51.67M | 43.64 | 2.45% | Share |
| 17 | ROK | Rockwell Automa... | 352.48 | +3.82% | 197.86K | +0.03% | 51.12M | 219.17 | 2.42% | Share |
| 18 | ALC | Alcon Inc. | 82.06 | +3.64% | 417.14K | +2.30% | 39.6M | 76.21 | 1.88% | Share |
| 19 | WTS | Watts Water Tec... | 280.60 | +3.46% | 183.48K | +9.00% | 37.42M | 165.92 | 1.77% | Share |
| 20 | LECO | Lincoln Electri... | 245.83 | +3.24% | 196.34K | +1.43% | 37.14M | 170.25 | 1.76% | Share |
| 21 | MA | Mastercard Inco... | 598.74 | +1.15% | 63.41K | -1.27% | 34.75M | 152.4 | 1.65% | Share |
| 22 | COST | Costco Wholesal... | 963.00 | -0.69% | 36.67K | -6.16% | 34.68M | 132.88 | 1.64% | Share |
| 23 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 217.95K | -2.39% | 34.05M | 38.64 | 1.62% | Share |
| 24 | LH | Labcorp Holding... | 278.95 | +0.86% | 143.64K | +2.11% | 33.43M | 203.98 | 1.59% | Share |
| 25 | IJR | iShares Core S&... | 118.62 | +3.94% | 267.25K | +1.06% | 27.95M | 106.75 | 1.33% | Share |
| 26 | ADI | Analog Devices,... | 254.33 | +2.99% | 127.16K | +487.25% | 25.64M | 201.84 | 1.22% | Share |
| 27 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 102.55K | -1.03% | 25.16M | 65.99 | 1.19% | Share |
| 28 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 150.11K | -11.32% | 24.89M | 88.14 | 1.18% | Share |
| 29 | IVV | iShares Core S&... | 649.05 | +1.62% | 41.4K | +1.22% | 23.26M | 267.75 | 1.10% | Share |
| 30 | MDLZ | Mondelez Intern... | 62.98 | +0.06% | 317.9K | -7.4% | 21.57M | 46.18 | 1.02% | Share |
| 31 | GWW | W.W. Grainger, ... | 1018.75 | +2.48% | 20.22K | -0.97% | 19.98M | 207.3 | 0.95% | Share |
| 32 | ADBE | Adobe Inc. | 360.62 | +2.03% | 46.53K | -6.44% | 17.85M | 512.73 | 0.85% | Share |
| 33 | CSL | Carlisle Compan... | 397.12 | +4.06% | 48.86K | +159.24% | 16.64M | 296.95 | 0.79% | Share |
| 34 | MRK | Merck & Co., In... | 86.88 | +0.93% | 152.98K | -48.07% | 13.73M | 54.43 | 0.65% | Share |
| 35 | TT | Trane Technolog... | 429.98 | +1.82% | 37.5K | 0.00% | 12.64M | 86.19 | 0.60% | Share |
| 36 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 68.36K | -12.2% | 10.25M | 82.75 | 0.49% | Share |
| 37 | PG | The Procter & G... | 158.55 | -0.11% | 58.83K | +1.88% | 10.03M | 84.21 | 0.48% | Share |
| 38 | ACN | Accenture plc | 260.94 | +2.74% | 30.47K | +7.03% | 9.51M | 118.23 | 0.45% | Share |
| 39 | BAC | Bank of America... | 49.30 | +2.14% | 222.43K | -18.44% | 9.28M | 24.77 | 0.44% | Share |
| 40 | ADP | Automatic Data ... | 307.24 | +0.75% | 28.15K | +0.04% | 8.6M | 48.5 | 0.41% | Share |
| 41 | UBER | Uber Technologi... | 96.55 | +2.46% | 116.95K | +33.73% | 8.52M | 57.19 | 0.40% | Share |
| 42 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 70.18K | +1.10% | 8.35M | 86.16 | 0.40% | Share |
| 43 | GNTX | Gentex Corporat... | 28.08 | +2.44% | 316.75K | -36.2% | 7.38M | 12.95 | 0.35% | Share |
| 44 | GBTC | Grayscale Bitco... | 91.91 | +4.32% | 110.97K | 0.00% | 7.23M | 62.18 | 0.34% | Share |
| 45 | IJH | iShares Core S&... | 65.37 | +3.03% | 116.86K | +1.77% | 6.82M | 38.38 | 0.32% | Share |
| 46 | KO | The Coca-Cola C... | 70.04 | -0.88% | 94.43K | -2.07% | 6.76M | 39.19 | 0.32% | Share |
| 47 | EFA | iShares MSCI EA... | 93.28 | +1.55% | 76.26K | +0.49% | 6.23M | 67.81 | 0.30% | Share |
| 48 | CL | Colgate-Palmoli... | 85.56 | -0.83% | 62.66K | -4.26% | 5.87M | 52.82 | 0.28% | Share |
| 49 | BBJP | JPMorgan BetaBu... | 66.22 | +1.81% | 104.09K | -0.38% | 5.84M | 57.36 | 0.28% | Share |
| 50 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 27.65K | -0.65% | 5.79M | 44.96 | 0.27% | Share |
| 51 | MKC | McCormick & Com... | 71.56 | +0.68% | 69.39K | -1.39% | 5.71M | 20.5 | 0.27% | Share |
| 52 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 121.58K | +0.02% | 5.5M | 40.63 | 0.26% | Share |
| 53 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 49.95K | +23.78% | 5.41M | 40.79 | 0.26% | Share |
| 54 | HD | The Home Depot,... | 412.00 | +3.60% | 14.74K | +1.59% | 5.4M | 124.71 | 0.26% | Share |
| 55 | NEE | NextEra Energy,... | 76.24 | +0.21% | 75.41K | +1.79% | 5.35M | 28.32 | 0.25% | Share |
| 56 | RTX | RTX Corporation | 156.41 | +0.06% | 39.87K | +2.89% | 5.28M | 63.61 | 0.25% | Share |
| 57 | MBLY | Mobileye Global... | 14.27 | +2.74% | 351.62K | -22.49% | 5.06M | 36.28 | 0.24% | Share |
| 58 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 28.67K | -1.8% | 4.8M | 27.7 | 0.23% | Share |
| 59 | ORCL | Oracle Corporat... | 238.22 | +2.17% | 33.31K | -3.59% | 4.66M | 31.41 | 0.22% | Share |
| 60 | HAYW | Hayward Holding... | 16.66 | +5.34% | 318.92K | -7.27% | 4.44M | 15.3 | 0.21% | Share |
| 61 | APD | Air Products an... | 299.24 | +1.95% | 14.47K | -14.5% | 4.27M | 172.75 | 0.20% | Share |
| 62 | RSP | Invesco S&P 500... | 189.54 | +1.97% | 24.08K | +43.40% | 4.17M | 174.62 | 0.20% | Share |
| 63 | BXP | Boston Properti... | 68.98 | +3.85% | 55.83K | -5.42% | 3.75M | 107.21 | 0.18% | Share |
| 64 | TMO | Thermo Fisher S... | 497.35 | +2.81% | 7.42K | +1.78% | 3.69M | 181.3 | 0.18% | Share |
| 65 | IJS | iShares S&P Sma... | 109.77 | +4.27% | 37.27K | -7.66% | 3.63M | 99.95 | 0.17% | Share |
| 66 | ABT | Abbott Laborato... | 132.01 | +0.01% | 26.11K | -0.51% | 3.46M | 53.87 | 0.16% | Share |
| 67 | CHWY | Chewy, Inc. | 40.89 | +1.87% | 101.8K | +190.43% | 3.31M | 32.85 | 0.16% | Share |
| 68 | EMR | Emerson Electri... | 134.11 | +3.09% | 29.62K | 0.00% | 3.25M | 53.59 | 0.15% | Share |
| 69 | V | Visa Inc. | 349.67 | +1.74% | 9.12K | +3.70% | 3.2M | 276.43 | 0.15% | Share |
| 70 | KVUE | Kenvue Inc. | 21.58 | +0.65% | 132.58K | -28.12% | 3.18M | 20.46 | 0.15% | Share |
| 71 | VEA | Vanguard Develo... | 59.60 | +1.68% | 58.52K | +0.42% | 2.97M | 40.13 | 0.14% | Share |
| 72 | IWM | iShares Russell... | 235.10 | +4.04% | 14.46K | +4.52% | 2.89M | 130.68 | 0.14% | Share |
| 73 | CRM | Salesforce, Inc... | 247.17 | +0.55% | 10.52K | +1.77% | 2.82M | 168.83 | 0.13% | Share |
| 74 | ROP | Roper Technolog... | 535.93 | +1.71% | 4.77K | +6.83% | 2.81M | 304.02 | 0.13% | Share |
| 75 | WAB | Westinghouse Ai... | 196.92 | +2.88% | 15.21K | -34.01% | 2.76M | 79.63 | 0.13% | Share |
| 76 | IR | Ingersoll Rand ... | 81.15 | +4.78% | 33.09K | 0.00% | 2.65M | 50.81 | 0.13% | Share |
| 77 | STZ | Constellation B... | 167.17 | +1.36% | 14.21K | -90.43% | 2.61M | 184.26 | 0.12% | Share |
| 78 | MAS | Masco Corporati... | 75.76 | +4.76% | 37.36K | -40.76% | 2.6M | 58.95 | 0.12% | Share |
| 79 | XLE | Energy Select S... | 87.65 | +1.47% | 25.75K | -0.19% | 2.41M | 55.32 | 0.11% | Share |
| 80 | CVX | Chevron Corpora... | 157.40 | +1.19% | 14.03K | -7.73% | 2.35M | 99.04 | 0.11% | Share |
| 81 | LIN | Linde plc | 481.00 | +0.06% | 5K | -2.44% | 2.33M | 357.17 | 0.11% | Share |
| 82 | ITW | Illinois Tool W... | 268.27 | +2.79% | 9.16K | 0.00% | 2.27M | 72.32 | 0.11% | Share |
| 83 | KMX | CarMax, Inc. | 60.30 | +4.16% | 29.03K | +1.34% | 2.26M | 72.82 | 0.11% | Share |
| 84 | UPS | United Parcel S... | 88.82 | +3.10% | 20.56K | -46.32% | 2.26M | 83.19 | 0.11% | Share |
| 85 | USB | U.S. Bancorp | 48.05 | +4.06% | 51.62K | -9.05% | 2.18M | 42.64 | 0.10% | Share |
| 86 | HLT | Hilton Worldwid... | 276.48 | +2.71% | 9.38K | +1.26% | 2.13M | 161.14 | 0.10% | Share |
| 87 | UNP | Union Pacific C... | 227.34 | +0.91% | 8.56K | +1.39% | 2.02M | 141.32 | 0.10% | Share |
| 88 | DIS | The Walt Disney... | 119.43 | +2.77% | 20.05K | -12.17% | 1.98M | 100.04 | 0.09% | Share |
| 89 | MCD | McDonald's Corp... | 313.20 | -0.01% | 5.65K | -2.85% | 1.76M | 150.14 | 0.08% | Share |
| 90 | EEM | iShares MSCI Em... | 50.55 | +1.82% | 37.89K | +0.29% | 1.66M | 42.73 | 0.08% | Share |
| 91 | NKE | NIKE, Inc. | 78.40 | +2.91% | 25.8K | -30.11% | 1.64M | 93.67 | 0.08% | Share |
| 92 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 2.92K | +0.65% | 1.63M | 284.93 | 0.08% | Share |
| 93 | ALLE | Allegion plc | 171.95 | +2.83% | 12.5K | 0.00% | 1.63M | 82.04 | 0.08% | Share |
| 94 | BC | Brunswick Corpo... | 66.56 | +7.23% | 30.02K | +32.90% | 1.62M | 64.65 | 0.08% | Share |
| 95 | CVS | CVS Health Corp... | 71.46 | +0.04% | 23.73K | -39% | 1.61M | 58.32 | 0.08% | Share |
| 96 | DE | Deere & Company | 496.00 | +1.90% | 3.27K | -7.17% | 1.53M | 170.15 | 0.07% | Share |
| 97 | WM | Waste Managemen... | 228.04 | -0.68% | 6.1K | 0.00% | 1.41M | 66.8 | 0.07% | Share |
| 98 | CAT | Caterpillar Inc... | 433.42 | +3.72% | 4.1K | -0.51% | 1.35M | 113.73 | 0.06% | Share |
| 99 | CARR | Carrier Global ... | 67.53 | +3.88% | 20.89K | -1.12% | 1.32M | 22.62 | 0.06% | Share |
| 100 | ABNB | Airbnb, Inc. | 129.71 | +2.59% | 10.32K | +59.72% | 1.23M | 126.94 | 0.06% | Share |
| 101 | DOV | Dover Corporati... | 182.83 | +3.06% | 6.97K | 0.00% | 1.22M | 45.85 | 0.06% | Share |
| 102 | GE | GE Aerospace | 270.19 | +0.55% | 5.84K | 0.00% | 1.17M | 51.5 | 0.06% | Share |
| 103 | COPX | Global X Copper... | 47.85 | +2.63% | 29.24K | +1.25% | 1.14M | 45.47 | 0.05% | Share |
| 104 | BTC | Grayscale Bitco... | 51.79 | +4.29% | 30.76K | +11.85% | 1.12M | 41.3 | 0.05% | Share |
| 105 | D | Dominion Energy... | 61.86 | +1.00% | 19.34K | -3.73% | 1.08M | 46.82 | 0.05% | Share |
| 106 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 4.15K | +2.02% | 1.07M | 142.42 | 0.05% | Share |
| 107 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 2.06K | -3.38% | 1.06M | 282.5 | 0.05% | Share |
| 108 | MAR | Marriott Intern... | 272.19 | +3.78% | 4.26K | 0.00% | 1.02M | 42.01 | 0.05% | Share |
| 109 | BKNG | Booking Holding... | 5699.22 | -0.2% | 218 | 0.00% | 1M | 2117.97 | 0.05% | Share |
| 110 | WMT | Walmart Inc. | 98.23 | +0.28% | 11.24K | +16.17% | 986.5K | 42.48 | 0.05% | Share |
| 111 | OTIS | Otis Worldwide ... | 88.65 | +1.23% | 9.32K | -3.12% | 962.34K | 57.27 | 0.05% | Share |
| 112 | DUK | Duke Energy Cor... | 123.64 | -0.4% | 7.89K | 0.00% | 962.1K | 64.82 | 0.05% | Share |
| 113 | IWR | iShares Russell... | 96.28 | +2.41% | 10.83K | -0.46% | 920.97K | 77.14 | 0.04% | Share |
| 114 | VGT | Vanguard Inform... | 697.06 | +2.20% | 1.65K | +9.79% | 894.38K | 537.51 | 0.04% | Share |
| 115 | PM | Philip Morris I... | 170.89 | -2.06% | 5.47K | 0.00% | 868.41K | 82.72 | 0.04% | Share |
| 116 | IVE | iShares S&P 500... | 203.97 | +1.45% | 4.38K | +17.43% | 835.69K | 180.55 | 0.04% | Share |
| 117 | MMM | 3M Company | 158.28 | +2.53% | 5.64K | -4.41% | 828K | 104.75 | 0.04% | Share |
| 118 | IDXX | IDEXX Laborator... | 647.37 | +2.26% | 1.91K | +4.37% | 802.1K | 77.78 | 0.04% | Share |
| 119 | META | Meta Platforms,... | 755.79 | +2.26% | 1.31K | +0.92% | 757.44K | 279.57 | 0.04% | Share |
| 120 | INTC | Intel Corporati... | 24.43 | +3.95% | 31.8K | 0.00% | 722.18K | 48.97 | 0.03% | Share |
| 121 | DHR | Danaher Corpora... | 211.13 | +3.55% | 3.4K | +16.83% | 697.41K | 169.44 | 0.03% | Share |
| 122 | ESGD | iShares ESG Awa... | 92.67 | +1.66% | 8.48K | -5.48% | 692.81K | 79.35 | 0.03% | Share |
| 123 | ZBH | Zimmer Biomet H... | 106.73 | +2.21% | 5.99K | -63.71% | 678.17K | 88.71 | 0.03% | Share |
| 124 | AMGN | Amgen Inc. | 294.72 | -0.35% | 2.16K | +5.62% | 672.95K | 142.15 | 0.03% | Share |
| 125 | SITE | SiteOne Landsca... | 145.96 | +5.75% | 5.54K | +124.34% | 672.66K | 126.04 | 0.03% | Share |
| 126 | IVW | iShares S&P 500... | 115.17 | +1.82% | 7.05K | +1.45% | 654.54K | 93.22 | 0.03% | Share |
| 127 | BDX | Becton, Dickins... | 199.14 | +1.28% | 2.77K | 0.00% | 633.35K | 129.24 | 0.03% | Share |
| 128 | ACGL | Arch Capital Gr... | 93.35 | -0.2% | 6.45K | 0.00% | 620.36K | 14.67 | 0.03% | Share |
| 129 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 2.39K | +2.49% | 619.63K | 282.94 | 0.03% | Share |
| 130 | HON | Honeywell Inter... | 221.49 | +1.87% | 2.87K | -1.03% | 608.15K | 217.19 | 0.03% | Share |
| 131 | AXP | American Expres... | 320.11 | +3.87% | 2.25K | 0.00% | 605.36K | 97.93 | 0.03% | Share |
| 132 | NTR | Nutrien Ltd. | 57.86 | +0.43% | 12.05K | +10.05% | 598.52K | 47.57 | 0.03% | Share |
| 133 | PRTC | PureTech Health... | 18.62 | +1.20% | 302K | 0.00% | 560.35K | 18.46 | 0.03% | Share |
| 134 | VB | Vanguard Small ... | 253.03 | +3.26% | 2.52K | 0.00% | 559.03K | 218.69 | 0.03% | Share |
| 135 | FDX | FedEx Corporati... | 236.20 | +4.85% | 2.29K | 0.00% | 557.52K | 131.76 | 0.03% | Share |
| 136 | EFG | iShares MSCI EA... | 112.97 | +1.70% | 5.45K | +1.43% | 545K | 52.69 | 0.03% | Share |
| 137 | PFE | Pfizer Inc. | 25.86 | +0.47% | 20.8K | -9.37% | 527.2K | 30.58 | 0.03% | Share |
| 138 | VZ | Verizon Communi... | 44.59 | -0.98% | 11.51K | 0.00% | 522.18K | 47.81 | 0.02% | Share |
| 139 | IBIT | iShares Bitcoin... | 66.44 | +4.32% | 11K | -23.08% | 514.91K | 39.75 | 0.02% | Share |
| 140 | FDS | FactSet Researc... | 382.35 | +1.43% | 1.1K | 0.00% | 499.19K | 221.42 | 0.02% | Share |
| 141 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 940 | -19.04% | 492.07K | 479.61 | 0.02% | Share |
| 142 | SHEL | Shell plc | 73.11 | +0.86% | 6.5K | 0.00% | 476.32K | 52.29 | 0.02% | Share |
| 143 | ESML | iShares ESG Awa... | 44.40 | +3.47% | 11.92K | +26.94% | 457.89K | 39.9 | 0.02% | Share |
| 144 | IEFA | iShares Core MS... | 87.15 | +1.62% | 5.67K | 0.00% | 428.63K | 56.76 | 0.02% | Share |
| 145 | GEV | GE Vernova Inc. | 620.23 | +2.35% | 1.37K | -4.54% | 417.32K | 167.52 | 0.02% | Share |
| 146 | PLTR | Palantir Techno... | 162.97 | +4.34% | 4.8K | +22.82% | 405.2K | 77.26 | 0.02% | Share |
| 147 | QCOM | QUALCOMM Incorp... | 158.85 | +3.06% | 2.56K | -0.39% | 393.55K | 96.47 | 0.02% | Share |
| 148 | AVY | Avery Dennison ... | 179.65 | +2.14% | 2.17K | -1.28% | 385.48K | 53.14 | 0.02% | Share |
| 149 | PPG | PPG Industries,... | 114.97 | +3.05% | 3.43K | 0.00% | 375.4K | 74.42 | 0.02% | Share |
| 150 | T | AT&T Inc. | 29.01 | -1.46% | 13K | 0.00% | 367.7K | 27.82 | 0.02% | Share |