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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WATERS CORP /DE/

WAT|941848103

Shares:600

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$2.1B)

Ares Management Corp

ARES|03990B101

Shares:1.5K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$2.1B)

ELI LILLY & Co

LLY|532457108

Shares:259

Value:$213.9K

% of Portfolio:0.0% ($213.9K/$2.1B)

464288810

Shares:3.5K

Value:$210.7K

% of Portfolio:0.0% ($210.7K/$2.1B)

GENERAL MILLS INC

GIS|370334104

Shares:3.5K

Value:$208.1K

% of Portfolio:0.0% ($208.1K/$2.1B)

464287689

IWV|464287689

Shares:650

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$2.1B)

464287648

IWO|464287648

Shares:800

Value:$204.4K

% of Portfolio:0.0% ($204.4K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WATERS CORP /DE/(WATcusip941848103)	600	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$2.1B)	QoQ -0.64% (-$1.4K) YoY +7.07% (+$14.6K)
Ares Management Corp(AREScusip03990B101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$2.1B)	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
ELI LILLY & Co(LLYcusip532457108)	259	QoQ NEW(+259) YoY -41.26% (-182)	All Managers (Combined)	$213.9K	0.0% ($213.9K/$2.1B)	QoQ NEW(+$213.9K) YoY -37.64% (-$129.2K)
(cusip464288810)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$210.7K	0.0% ($210.7K/$2.1B)	QoQ NEW(+$210.7K) YoY NEW(+$210.7K)
GENERAL MILLS INC(GIScusip370334104)	3.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$208.1K	0.0% ($208.1K/$2.1B)	QoQ -6.24% (-$13.9K) YoY -14.54% (-$35.4K)
(IWVcusip464287689)	650	QoQ 0.00% (-0) YoY NEW(+650)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$2.1B)	QoQ -4.96% (-$10.8K) YoY NEW(+$206.5K)
(IWOcusip464287648)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$204.4K	0.0% ($204.4K/$2.1B)	QoQ NEW(+$204.4K) YoY NEW(+$204.4K)