Birch-Hill-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "NTR",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "KMX",
  null,
  "DUK",
  "D",
  "WTRG",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  null,
  "ITW",
  "EMR",
  "BKNG",
  "META",
  "IVW",
  "IJH",
  "LIN",
  null,
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  null,
  "DLN",
  "BX",
  "IJR",
  "EFG",
  "KR",
  "ORCL",
  "PAYX",
  "EEM",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "PPG",
  "PRTC",
  "ROK",
  "IEFA",
  "SPGI",
  "ROP",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "IBM",
  "SYK",
  "TMO",
  "TJX",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "SITE",
  "MBLY",
  "ALC",
  "VWO",
  "IWV",
  "IWO",
  null,
  null,
  "VYM",
  "VRTX",
  "EW",
  "TT",
  "VRT",
  "LECO",
  "MSA",
  "WTS",
  "ACGL",
  "AVY",
  "APH",
  "ALLE",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "WM",
  "IWR",
  "IR",
  "IDXX",
  "FDS",
  "AMZN",
  "IVE",
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VEA",
  "MGK",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WELL",
  "XYL",
  "GNTX",
  "HAYW",
  "NSC",
  "LH",
  null,
  "OTIS",
  "CRM",
  "SYY",
  null,
  "GEV",
  "CHWY",
  "ZBH",
  "GWW",
  "FDX",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BMY",
  "BC",
  "BXP",
  "CARR",
  "CSL",
  "CVX",
  "KO",
  "CMCSA",
  "CL",
  "STZ",
  "COST",
  "CVS",
  "DHR",
  "DE",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "MAR",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 187
Total Value: 2108251957
Accession Number: 0001172661-25-001512
Form Type: 13F-HR
CIK: birch-hill-investment-advisors
Manager Name: Birch-Hill-Investment-Advisors

Data Enrichment

93% identified

174 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $2.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:224.9K

Value:$119.8M

% of Portfolio:5.7% ($119.8M/$2.1B)

FISERV INC

FI|337738108

Shares:532.5K

Value:$117.6M

% of Portfolio:5.6% ($117.6M/$2.1B)

MICROSOFT CORP

MSFT|594918104

Shares:283.4K

Value:$106.4M

% of Portfolio:5.0% ($106.4M/$2.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:430.5K

Value:$105.1M

% of Portfolio:5.0% ($105.1M/$2.1B)

AMAZON COM INC

AMZN|023135106

Shares:547.1K

Value:$104.1M

% of Portfolio:4.9% ($104.1M/$2.1B)

Apple Inc.

AAPL|037833100

Shares:353.1K

Value:$78.4M

% of Portfolio:3.7% ($78.4M/$2.1B)

ECOLAB INC.

ECL|278865100

Shares:303.5K

Value:$76.9M

% of Portfolio:3.6% ($76.9M/$2.1B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:627.7K

Value:$76.5M

% of Portfolio:3.6% ($76.5M/$2.1B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:148.3K

Value:$71.9M

% of Portfolio:3.4% ($71.9M/$2.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:445.6K

Value:$68.9M

% of Portfolio:3.3% ($68.9M/$2.1B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:272.8K

Value:$67.8M

% of Portfolio:3.2% ($67.8M/$2.1B)

KROGER CO

KR|501044101

Shares:872.9K

Value:$59.1M

% of Portfolio:2.8% ($59.1M/$2.1B)

Edwards Lifesciences Corp

EW|28176E108

Shares:756.6K

Value:$54.8M

% of Portfolio:2.6% ($54.8M/$2.1B)

S&P Global Inc.

SPGI|78409V104

Shares:103.9K

Value:$52.8M

% of Portfolio:2.5% ($52.8M/$2.1B)

INTUIT INC.

INTU|461202103

Shares:85.6K

Value:$52.5M

% of Portfolio:2.5% ($52.5M/$2.1B)

AMPHENOL CORP /DE/

APH|032095101

Shares:787.7K

Value:$51.7M

% of Portfolio:2.5% ($51.7M/$2.1B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:197.9K

Value:$51.1M

% of Portfolio:2.4% ($51.1M/$2.1B)

ALCON INC

ALC|H01301128

Shares:417.1K

Value:$39.6M

% of Portfolio:1.9% ($39.6M/$2.1B)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:183.5K

Value:$37.4M

% of Portfolio:1.8% ($37.4M/$2.1B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:196.3K

Value:$37.1M

% of Portfolio:1.8% ($37.1M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	224.9K	QoQ -3.06% (-7.1K) YoY -3.55% (-8.3K)	All Managers (Combined)	$119.8M	5.7% ($119.8M/$2.1B)	QoQ +13.88% (-$14.6M) YoY +22.14% (-$21.7M)
FISERV INC(FIcusip337738108)	532.5K	QoQ -6.77% (-38.7K) YoY -15.38% (-96.8K)	All Managers (Combined)	$117.6M	5.6% ($117.6M/$2.1B)	QoQ +0.22% (-$261.1K) YoY +16.91% (-$17.0M)
MICROSOFT CORP(MSFTcusip594918104)	283.4K	QoQ +1.79% (-5.0K) YoY -0.32% (-937)	All Managers (Combined)	$106.4M	5.0% ($106.4M/$2.1B)	QoQ -9.34% (-$11.0M) YoY -11.06% (-$13.2M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	430.5K	QoQ +0.08% (+377) YoY -1.62% (-7.1K)	All Managers (Combined)	$105.1M	5.0% ($105.1M/$2.1B)	QoQ +14.98% (+$13.7M) YoY +16.55% (-$14.9M)
AMAZON COM INC(AMZNcusip023135106)	547.1K	QoQ -0.85% (-4.7K) YoY -2.92% (-16.5K)	All Managers (Combined)	$104.1M	4.9% ($104.1M/$2.1B)	QoQ -14.01% (-$17.0M) YoY +2.39% (-$2.4M)
Apple Inc.(AAPLcusip037833100)	353.1K	QoQ +3.25% (-11.1K) YoY +3.41% (+11.7K)	All Managers (Combined)	$78.4M	3.7% ($78.4M/$2.1B)	QoQ -8.40% (-$7.2M) YoY +33.96% (+$19.9M)
ECOLAB INC.(ECLcusip278865100)	303.5K	QoQ -0.42% (-1.3K) YoY -2.09% (-6.5K)	All Managers (Combined)	$76.9M	3.6% ($76.9M/$2.1B)	QoQ +7.72% (-$5.5M) YoY +7.49% (-$5.4M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	627.7K	QoQ -2.28% (-14.7K) YoY -5.09% (-33.7K)	All Managers (Combined)	$76.5M	3.6% ($76.5M/$2.1B)	QoQ -1.48% (-$1.2M) YoY +13.97% (-$9.4M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	148.3K	QoQ -14.18% (-24.5K) YoY -13.64% (-23.4K)	All Managers (Combined)	$71.9M	3.4% ($71.9M/$2.1B)	QoQ +3.31% (-$2.3M) YoY +0.16% (-$115.9K)
Alphabet Inc.(GOOGLcusip02079K305)	445.6K	QoQ -2.99% (-13.8K) YoY -7.93% (-38.4K)	All Managers (Combined)	$68.9M	3.3% ($68.9M/$2.1B)	QoQ -20.75% (-$18.1M) YoY -5.66% (-$4.1M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	272.8K	QoQ -2.69% (-7.5K) YoY -4.15% (-11.8K)	All Managers (Combined)	$67.8M	3.2% ($67.8M/$2.1B)	QoQ +10.07% (-$6.2M) YoY +24.80% (-$13.5M)
KROGER CO(KRcusip501044101)	872.9K	QoQ -1.33% (-11.8K) YoY -2.65% (-23.8K)	All Managers (Combined)	$59.1M	2.8% ($59.1M/$2.1B)	QoQ +9.21% (-$5.0M) YoY +15.34% (-$7.9M)
Edwards Lifesciences Corp(EWcusip28176E108)	756.6K	QoQ +2.41% (+17.8K) YoY +95.79% (+370.2K)	All Managers (Combined)	$54.8M	2.6% ($54.8M/$2.1B)	QoQ +0.26% (+$146.5K) YoY +48.50% (+$17.9M)
S&P Global Inc.(SPGIcusip78409V104)	103.9K	QoQ +1.14% (+1.2K) YoY +10.12% (+9.6K)	All Managers (Combined)	$52.8M	2.5% ($52.8M/$2.1B)	QoQ +3.19% (+$1.6M) YoY +31.51% (+$12.7M)
INTUIT INC.(INTUcusip461202103)	85.6K	QoQ -0.46% (-400) YoY +0.80% (-687)	All Managers (Combined)	$52.5M	2.5% ($52.5M/$2.1B)	QoQ -2.76% (-$1.5M) YoY -4.77% (-$2.6M)
AMPHENOL CORP /DE/(APHcusip032095101)	787.7K	QoQ +35.51% (+206.5K) YoY +159.20% (+483.8K)	All Managers (Combined)	$51.7M	2.5% ($51.7M/$2.1B)	QoQ +27.98% (+$11.3M) YoY +47.38% (+$16.6M)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	197.9K	QoQ +0.02% (-50) YoY +0.75% (-1.5K)	All Managers (Combined)	$51.1M	2.4% ($51.1M/$2.1B)	QoQ -9.56% (-$5.4M) YoY -10.63% (-$6.1M)
ALCON INC(ALCcusipH01301128)	417.1K	QoQ +2.30% (+9.4K) YoY +13.94% (+51.0K)	All Managers (Combined)	$39.6M	1.9% ($39.6M/$2.1B)	QoQ +14.40% (+$5.0M) YoY +29.86% (+$9.1M)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	183.5K	QoQ +9.00% (+15.2K) YoY +37.99% (+50.5K)	All Managers (Combined)	$37.4M	1.8% ($37.4M/$2.1B)	QoQ +9.33% (+$3.2M) YoY +32.39% (+$9.2M)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	196.3K	QoQ +1.42% (+2.8K) YoY +8.32% (-15.1K)	All Managers (Combined)	$37.1M	1.8% ($37.1M/$2.1B)	QoQ +2.34% (+$850.4K) YoY -19.78% (-$9.2M)