The Analysis of Birch Hill Investment Advisors LLC's Holdings


Currently, Birch Hill Investment Advisors LLC holds 200 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in CLX (+219.2K shares, valued at $22.1M), PG (+32.0K shares, valued at $4.6M), WST (+15.7K shares, valued at $4.3M); decreased their positions in LH (-37.1K shares, valued at $9.3M), ADBE (-19.1K shares, valued at $6.7M), N/A (-19.1K shares, valued at $6.0M); initiated new positions in CLX (+219.2K shares, valued at $22.1M), CEG (+2.0K shares, valued at $722.1K), N/A (+10.6K shares, valued at $693.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP282.5K shares-0.59%2025-12-312026-01-27history
AMZN AMAZON COM INC540.2K shares-1.10%2025-12-312026-01-27history
ALPHABET INC ALPHABET INC361.7K shares-5.01%2025-12-312026-01-27history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL216.8K shares-0.48%2025-12-312026-01-27history
APH AMPHENOL CORP NEW732.1K shares-3.37%2025-12-312026-01-27history
AAPL APPLE INC363.0K shares-1.20%2025-12-312026-01-27history
TJX TJX COS INC NEW599.4K shares-1.95%2025-12-312026-01-27history
IBM INTERNATIONAL BUSINESS MACHS282.4K shares2.07%2025-12-312026-01-27history
Sponsored
MMC MARSH & MCLENNAN COS INC438.6K shares-0.10%2025-12-312026-01-27history
ECL ECOLAB INC293.5K shares-0.20%2025-12-312026-01-27history
ROK ROCKWELL AUTOMATION INC192.8K shares-1.53%2025-12-312026-01-27history
VRTX VERTEX PHARMACEUTICALS INC152.5K shares-0.73%2025-12-312026-01-27history
EW EDWARDS LIFESCIENCES CORP743.7K shares-1.77%2025-12-312026-01-27history
ALPHABET INC ALPHABET INC189.4K shares-4.51%2025-12-312026-01-27history
INTU INTUIT88.8K shares3.81%2025-12-312026-01-27history
SPGI S&P GLOBAL INC106.2K shares0.63%2025-12-312026-01-27history
Sponsored
WTS WATTS WATER TECHNOLOGIES INC189.9K shares2.02%2025-12-312026-01-27history
KR KROGER CO793.0K shares-1.33%2025-12-312026-01-27history
LECO LINCOLN ELEC HLDGS INC200.9K shares1.36%2025-12-312026-01-27history
ASML ASML HOLDING N V39.7K shares1.64%2025-12-312026-01-27history
WST WEST PHARMACEUTICAL SVSC INC152.1K shares11.49%2025-12-312026-01-27history
ALC ALCON AG441.8K shares-0.53%2025-12-312026-01-27history
MA MASTERCARD INCORPORATED58.0K shares-4.18%2025-12-312026-01-27history
FI FISERV INC487.7K shares-9.35%2025-12-312026-01-27history
Sponsored
ADI ANALOG DEVICES INC116.0K shares-1.17%2025-12-312026-01-27history
JPM JPMORGAN CHASE & CO.96.8K shares-2.26%2025-12-312026-01-27history
COST COSTCO WHSL CORP NEW35.3K shares-0.73%2025-12-312026-01-27history
IVV ISHARES TR41.0K shares0.17%2025-12-312026-01-27history
JNJ JOHNSON & JOHNSON134.4K shares-2.90%2025-12-312026-01-27history
PEP PEPSICO INC184.6K shares2.57%2025-12-312026-01-27history
IJR ISHARES TR211.7K shares0.13%2025-12-312026-01-27history
NVDA NVIDIA CORPORATION119.0K shares2.01%2025-12-312026-01-27history
Sponsored
CLX CLOROX CO DEL219.2K sharesnew addition2025-12-312026-01-27history
GWW WW GRAINGER INC21.3K shares5.61%2025-12-312026-01-27history
LH LABCORP HOLDINGS INC82.5K shares-31.00%2025-12-312026-01-27history
CSL CARLISLE COS INC47.6K shares-10.46%2025-12-312026-01-27history
CHWY CHEWY INC457.3K shares2.34%2025-12-312026-01-27history
TT TRANE TECHNOLOGIES PLC37.5K shares0.00%2025-12-312026-01-27history
NEE NEXTERA ENERGY INC157.9K shares-1.79%2025-12-312026-01-27history
PG PROCTER AND GAMBLE CO80.9K shares65.58%2025-12-312026-01-27history
Sponsored
BAC BANK AMERICA CORP198.0K shares-2.53%2025-12-312026-01-27history
J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F149.7K shares3.11%2025-12-312026-01-27history
UBER UBER TECHNOLOGIES INC117.3K shares-0.75%2025-12-312026-01-27history
MERCK & CO INC MERCK & CO INC89.4K shares-5.22%2025-12-312026-01-27history
BROADCOM INC BROADCOM INC24.8K shares-0.93%2025-12-312026-01-27history
XOM EXXON MOBIL CORP67.7K shares-2.59%2025-12-312026-01-27history
BXP BXP INC120.4K shares0.00%2025-12-312026-01-27history
IJH ISHARES TR118.7K shares2.50%2025-12-312026-01-27history
Sponsored
EFA ISHARES TR78.3K shares0.99%2025-12-312026-01-27history
ADP AUTOMATIC DATA PROCESSING IN27.6K shares-1.56%2025-12-312026-01-27history
GBTC GRAYSCALE BITCOIN TRUST ETF102.8K shares0.00%2025-12-312026-01-27history
RTX RTX CORPORATION37.1K shares-5.12%2025-12-312026-01-27history
VWO VANGUARD INTL EQUITY INDEX F121.1K shares1.40%2025-12-312026-01-27history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.7K shares-9.62%2025-12-312026-01-27history
KO COCA COLA CO90.4K shares-3.37%2025-12-312026-01-27history
ABBV ABBVIE INC26.0K shares-6.56%2025-12-312026-01-27history
Sponsored
ORCL ORACLE CORP28.8K shares-8.49%2025-12-312026-01-27history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.0K shares14.19%2025-12-312026-01-27history
HAYW HAYWARD HLDGS INC324.2K shares0.00%2025-12-312026-01-27history
MDLZ MONDELEZ INTL INC90.6K shares-53.51%2025-12-312026-01-27history
VEA VANGUARD TAX-MANAGED FDS77.3K shares6.12%2025-12-312026-01-27history
HD HOME DEPOT INC13.9K shares-0.43%2025-12-312026-01-27history
V VISA INC13.0K shares37.57%2025-12-312026-01-27history
MKC MCCORMICK & CO INC66.7K shares-3.27%2025-12-312026-01-27history
Sponsored
EMR EMERSON ELEC CO29.5K shares-0.53%2025-12-312026-01-27history
GNTX GENTEX CORP168.0K shares-20.10%2025-12-312026-01-27history
CL COLGATE PALMOLIVE CO47.7K shares-2.30%2025-12-312026-01-27history
ROP ROPER TECHNOLOGIES INC7.9K shares-12.12%2025-12-312026-01-27history
IWM ISHARES TR14.1K shares0.36%2025-12-312026-01-27history
TMO THERMO FISHER SCIENTIFIC INC5.8K shares-6.18%2025-12-312026-01-27history
HLT HILTON WORLDWIDE HLDGS INC10.8K shares10.14%2025-12-312026-01-27history
ABT ABBOTT LABS24.5K shares-6.07%2025-12-312026-01-27history
Sponsored
IJS ISHARES TR25.8K shares-1.13%2025-12-312026-01-27history
USB US BANCORP DEL50.1K shares-0.99%2025-12-312026-01-27history
IR INGERSOLL RAND INC33.1K shares0.00%2025-12-312026-01-27history
EEM ISHARES TR44.2K shares16.64%2025-12-312026-01-27history
WAB WABTEC11.1K shares-3.88%2025-12-312026-01-27history
CAT CATERPILLAR INC4.0K shares0.00%2025-12-312026-01-27history
APD AIR PRODS & CHEMS INC9.1K shares-12.38%2025-12-312026-01-27history
CRM SALESFORCE INC8.4K shares-9.10%2025-12-312026-01-27history
Sponsored
NKE NIKE INC34.0K shares166.97%2025-12-312026-01-27history
ITW ILLINOIS TOOL WKS INC8.8K shares-4.37%2025-12-312026-01-27history
LINDE PLC LINDE PLC4.8K shares-2.63%2025-12-312026-01-27history
ALLE ALLEGION PLC12.5K shares0.00%2025-12-312026-01-27history
BR BROADRIDGE FINL SOLUTIONS IN8.9K shares26.82%2025-12-312026-01-27history
XLE SELECT SECTOR SPDR TR44.2K shares100.00%2025-12-312026-01-27history
DIS DISNEY WALT CO16.9K shares-4.20%2025-12-312026-01-27history
SPY SPDR S&P 500 ETF TR2.7K shares0.44%2025-12-312026-01-27history
Sponsored
UNP UNION PAC CORP8.0K shares-3.54%2025-12-312026-01-27history
ABNB AIRBNB INC13.6K shares-0.26%2025-12-312026-01-27history
GE AEROSPACE GE AEROSPACE5.8K shares0.00%2025-12-312026-01-27history
COPX GLOBAL X FDS24.5K shares0.00%2025-12-312026-01-27history
CVX CHEVRON CORP NEW11.5K shares-14.14%2025-12-312026-01-27history
MCD MCDONALDS CORP5.6K shares0.53%2025-12-312026-01-27history
CVS CVS HEALTH CORP21.4K shares-10.00%2025-12-312026-01-27history
VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares33.68%2025-12-312026-01-27history
Sponsored
DOV DOVER CORP7.9K shares14.53%2025-12-312026-01-27history
DE DEERE & CO3.2K shares0.00%2025-12-312026-01-27history
VGT VANGUARD WORLD FD1.8K shares9.65%2025-12-312026-01-27history
WM WASTE MGMT INC DEL6.1K shares0.74%2025-12-312026-01-27history
MAR MARRIOTT INTL INC NEW4.3K shares0.63%2025-12-312026-01-27history
WMT WALMART INC11.9K shares1.47%2025-12-312026-01-27history
IDXX IDEXX LABS INC1.9K shares0.00%2025-12-312026-01-27history
VO VANGUARD INDEX FDS4.2K shares-0.07%2025-12-312026-01-27history
Sponsored
INTC INTEL CORP31.8K shares-8.49%2025-12-312026-01-27history
TSLA TESLA INC2.6K shares16.25%2025-12-312026-01-27history
BKNG BOOKING HOLDINGS INC215 shares0.00%2025-12-312026-01-27history
UPS UNITED PARCEL SERVICE INC11.5K shares-7.78%2025-12-312026-01-27history
META META PLATFORMS INC1.7K shares22.44%2025-12-312026-01-27history
GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET28.8K shares-6.50%2025-12-312026-01-27history
IWR ISHARES TR10.7K shares0.00%2025-12-312026-01-27history
ADBE ADOBE INC2.8K shares-87.30%2025-12-312026-01-27history
Sponsored
CARR CARRIER GLOBAL CORPORATION17.9K shares-10.95%2025-12-312026-01-27history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.9K shares0.00%2025-12-312026-01-27history
PM PHILIP MORRIS INTL INC5.5K shares0.91%2025-12-312026-01-27history
GEV GE VERNOVA INC1.3K shares-1.83%2025-12-312026-01-27history
IVW ISHARES TR7.1K shares0.00%2025-12-312026-01-27history
BC BRUNSWICK CORP11.4K shares-8.80%2025-12-312026-01-27history
AXP AMERICAN EXPRESS CO2.3K shares1.38%2025-12-312026-01-27history
ESGD ISHARES TR8.5K shares-1.41%2025-12-312026-01-27history
Sponsored
MMM 3M CO5.0K shares-9.93%2025-12-312026-01-27history
SITE SITEONE LANDSCAPE SUPPLY INC6.5K shares4.28%2025-12-312026-01-27history
PLTR PALANTIR TECHNOLOGIES INC4.5K shares-2.18%2025-12-312026-01-27history
IVE ISHARES TR3.7K shares-13.88%2025-12-312026-01-27history
ISHARES GOLD TR ISHARES GOLD TR9.7K shares0.00%2025-12-312026-01-27history
D DOMINION ENERGY INC12.6K shares-1.56%2025-12-312026-01-27history
CEG CONSTELLATION ENERGY CORP2.0K sharesnew addition2025-12-312026-01-27history
PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO10.6K sharesnew addition2025-12-312026-01-27history
Sponsored
VB VANGUARD INDEX FDS2.6K shares3.97%2025-12-312026-01-27history
AMGN AMGEN INC2.1K shares-4.63%2025-12-312026-01-27history
NTR NUTRIEN LTD10.8K shares0.00%2025-12-312026-01-27history
LLY ELI LILLY & CO614 shares6.78%2025-12-312026-01-27history
OTIS OTIS WORLDWIDE CORP7.5K shares-11.71%2025-12-312026-01-27history
ESML ISHARES TR14.1K shares-19.40%2025-12-312026-01-27history
FDX FEDEX CORP2.2K shares-3.06%2025-12-312026-01-27history
KMX CARMAX INC16.3K shares-55.02%2025-12-312026-01-27history
Sponsored
EFG ISHARES TR5.5K shares0.00%2025-12-312026-01-27history
ACGL ARCH CAP GROUP LTD6.5K shares0.00%2025-12-312026-01-27history
XLK SELECT SECTOR SPDR TR4.2K shares158.36%2025-12-312026-01-27history
DHR DANAHER CORPORATION2.6K shares-3.74%2025-12-312026-01-27history
GS GOLDMAN SACHS GROUP INC625 shares0.00%2025-12-312026-01-27history
IBIT ISHARES BITCOIN TRUST ETF11.0K shares0.00%2025-12-312026-01-27history
PFE PFIZER INC21.9K shares7.21%2025-12-312026-01-27history
VST VISTRA CORP3.2K sharesnew addition2025-12-312026-01-27history
Sponsored
IEFA ISHARES TR5.6K shares-0.45%2025-12-312026-01-27history
GLD SPDR GOLD TR1.2K shares-7.46%2025-12-312026-01-27history
ZBH ZIMMER BIOMET HOLDINGS INC5.3K shares-7.49%2025-12-312026-01-27history
SHEL SHELL PLC6.5K shares0.00%2025-12-312026-01-27history
MGK VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-01-27history
WFC WELLS FARGO CO NEW5.1K shares0.00%2025-12-312026-01-27history
SMH VANECK ETF TRUST1.3K shares0.00%2025-12-312026-01-27history
VRT VERTIV HOLDINGS CO2.8K shares-0.72%2025-12-312026-01-27history
Sponsored
NSC NORFOLK SOUTHN CORP1.5K shares0.00%2025-12-312026-01-27history
QCOM QUALCOMM INC2.5K shares-1.56%2025-12-312026-01-27history
BDX BECTON DICKINSON & CO2.2K shares-3.28%2025-12-312026-01-27history
VZ VERIZON COMMUNICATIONS INC10.5K shares-8.69%2025-12-312026-01-27history
DSI ISHARES TR3.2K shares-16.89%2025-12-312026-01-27history
MBLY MOBILEYE GLOBAL INC39.1K shares-13.58%2025-12-312026-01-27history
PPG PPG INDS INC3.8K shares11.65%2025-12-312026-01-27history
VYM VANGUARD WHITEHALL FDS2.7K shares35.66%2025-12-312026-01-27history
Sponsored
AMD ADVANCED MICRO DEVICES INC1.8K shares-11.52%2025-12-312026-01-27history
AVY AVERY DENNISON CORP2.1K shares-2.62%2025-12-312026-01-27history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares23.60%2025-12-312026-01-27history
CSCO CISCO SYS INC4.8K shares-9.49%2025-12-312026-01-27history
KVUE KENVUE INC21.2K shares-66.14%2025-12-312026-01-27history
CAVA CAVA GROUP INC6.0K shares57.75%2025-12-312026-01-27history
MS MORGAN STANLEY1.9K shares0.00%2025-12-312026-01-27history
MCO MOODYS CORP620 shares0.00%2025-12-312026-01-27history
Sponsored
BMY BRISTOL-MYERS SQUIBB CO5.8K shares5.47%2025-12-312026-01-27history
MO ALTRIA GROUP INC5.4K shares-20.98%2025-12-312026-01-27history
HON HONEYWELL INTL INC1.5K shares-47.01%2025-12-312026-01-27history
VIG VANGUARD SPECIALIZED FUNDS1.3K sharesnew addition2025-12-312026-01-27history
FDS FACTSET RESH SYS INC1.0K shares0.00%2025-12-312026-01-27history
MSA MSA SAFETY INC1.8K shares0.00%2025-12-312026-01-27history
WTRG ESSENTIAL UTILS INC7.5K shares0.00%2025-12-312026-01-27history
MDY SPDR S&P MIDCAP 400 ETF TR475 shares0.00%2025-12-312026-01-27history
Sponsored
DLN WISDOMTREE TR3.2K shares0.00%2025-12-312026-01-27history
UNH UNITEDHEALTH GROUP INC840 shares-1.06%2025-12-312026-01-27history
RSPE INVESCO EXCH TRADED FD TR II8.9K shares-23.28%2025-12-312026-01-27history
IWO ISHARES TR800 shares0.00%2025-12-312026-01-27history
VTI VANGUARD INDEX FDS758 shares-0.39%2025-12-312026-01-27history
IWV ISHARES TR650 shares0.00%2025-12-312026-01-27history
CSX CSX CORP6.7K shares0.00%2025-12-312026-01-27history
COF CAPITAL ONE FINL CORP993 shares0.00%2025-12-312026-01-27history
Sponsored
CACI CACI INTL INC450 shares0.00%2025-12-312026-01-27history
T AT&T INC9.6K shares-25.93%2025-12-312026-01-27history
SCHD SCHWAB STRATEGIC TR8.5K sharesnew addition2025-12-312026-01-27history
UNILEVER PLC UNILEVER PLC3.6K sharesnew addition2025-12-312026-01-27history
WAT WATERS CORP600 sharesnew addition2025-12-312026-01-27history
PAYX PAYCHEX INC2.0K shares0.00%2025-12-312026-01-27history
HUBBELL INC HUBBELL INC504 shares0.00%2025-12-312026-01-27history
MLPX GLOBAL X FDS3.7K shares0.00%2025-12-312026-01-27history
Sponsored
SYY SYSCO CORP3.0K shares-27.88%2025-12-312026-01-27history
IWF ISHARES TR454 shares0.00%2025-12-312026-01-27history
WELL WELLTOWER INC1.2K shares0.00%2025-12-312026-01-27history
ARISTA NETWORKS INC ARISTA NETWORKS INC1.6K sharesnew addition2025-12-312026-01-27history
NET CLOUDFLARE INC1.1K shares-15.87%2025-12-312026-01-27history
CMCSA COMCAST CORP NEW6.9K shares-15.41%2025-12-312026-01-27history
INVESCO QQQ TR INVESCO QQQ TR326 sharesnew addition2025-12-312026-01-27history
SERA SERA PROGNOSTICS INC27.3K shares0.00%2025-12-312026-01-27history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available