Birch Hill Investment Advisors LLC

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: 0001424177
Manager Name: Birch Hill Investment Advisors LLC

Data Enrichment

93% identified

174 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $2,108,251.957K total value

187 positions

Manager:

SEC FilingSEC DataHachi Filing

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Mastercard Inc

MA|57636Q104

63407(-1.3%)

Value:

$34.8B(+2.8%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

36666(-6.2%)

Value:

$34.7B(-3.1%)

Alphabet Inc.

GOOG|02079K107

217946(-2.4%)

Value:

$34.0B(-19.9%)

LABCORP HOLDINGS INC.

LH|504922105

143644(+2.1%)

Value:

$33.4B(+3.6%)

464287804

IJR|464287804

267253(+1.1%)

Value:

$27.9B(-8.3%)

ANALOG DEVICES INC

ADI|032654105

127158(+487.3%)

Value:

$25.6B(+457.4%)

JPMORGAN CHASE & CO

JPM|46625H100

102548(-1.0%)

Value:

$25.2B(+1.3%)

JOHNSON & JOHNSON

JNJ|478160104

150110(-11.3%)

Value:

$24.9B(+1.7%)

464287200

IVV|464287200

41403(+1.2%)

Value:

$23.3B(-3.4%)

Mondelez International, Inc.

MDLZ|609207105

317896(-7.4%)

Value:

$21.6B(+5.2%)

W.W. GRAINGER, INC.

GWW|384802104

20222(-1.0%)

Value:

$20.0B(-7.2%)

ADOBE INC.

ADBE|00724F101

46534(-6.4%)

Value:

$17.8B(-19.3%)

CARLISLE COMPANIES INC

CSL|142339100

48864(+159.2%)

Value:

$16.6B(+139.3%)

Merck & Co., Inc.

MRK|58933Y105

152976(-48.1%)

Value:

$13.7B(-53.1%)

Trane Technologies plc

TT|G8994E103

37502(+0.0%)

Value:

$12.6B(-8.8%)

PEPSICO INC

PEP|713448108

68364(-12.2%)

Value:

$10.3B(-13.4%)

PROCTER & GAMBLE Co

PG|742718109

58834(+1.9%)

Value:

$10.0B(+3.5%)

Accenture plc

ACN|G1151C101

30467(+7.0%)

Value:

$9.5B(-5.1%)

BANK OF AMERICA CORP /DE/

BAC|060505104

222425(-18.4%)

Value:

$9.3B(-22.6%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

28151(+0.0%)

Value:

$8.6B(+4.4%)

Instrument	Shares		Other Manager	Value
Mastercard Inc(MAcusip57636Q104)	63.4K	QoQ -1.27% (-816) YoY -9.08% (-6.3K)	All Managers (Combined)	$34.8M	QoQ +2.76% (-$936.7K) YoY +3.47% (-$1.2M)
Costco Wholesale Corp /New(COSTcusip22160K105)	36.7K	QoQ -6.16% (-2.4K) YoY -17.07% (-7.6K)	All Managers (Combined)	$34.7M	QoQ -3.13% (-$1.1M) YoY +7.04% (-$2.3M)
Alphabet Inc.(GOOGcusip02079K107)	217.9K	QoQ -2.38% (-5.3K) YoY -7.02% (-16.5K)	All Managers (Combined)	$34.0M	QoQ -19.92% (-$8.5M) YoY -4.59% (-$1.6M)
Labcorp Holdings Inc.(LHcusip504922105)	143.6K	QoQ +2.10% (+3.0K) YoY NEW(+143.6K)	All Managers (Combined)	$33.4M	QoQ +3.63% (+$1.2M) YoY NEW(+$33.4M)
(IJRcusip464287804)	267.3K	QoQ +1.05% (-2.8K) YoY +15.02% (+34.9K)	All Managers (Combined)	$27.9M	QoQ -8.28% (-$2.5M) YoY +8.82% (+$2.3M)
Analog Devices Inc(ADIcusip032654105)	127.2K	QoQ +487.25% (+105.5K) YoY +716.89% (+111.6K)	All Managers (Combined)	$25.6M	QoQ +457.42% (+$21.0M) YoY +732.92% (+$22.6M)
Jpmorgan Chase & Co(JPMcusip46625H100)	102.5K	QoQ -1.03% (-1.1K) YoY -5.62% (-6.1K)	All Managers (Combined)	$25.2M	QoQ +1.27% (-$317.2K) YoY +15.58% (-$3.4M)
Johnson & Johnson(JNJcusip478160104)	150.1K	QoQ -11.32% (-19.2K) YoY -18.88% (-34.9K)	All Managers (Combined)	$24.9M	QoQ +1.68% (-$413.5K) YoY -14.96% (-$4.4M)
(IVVcusip464287200)	41.4K	QoQ +1.21% (-497) YoY -8.96% (-4.1K)	All Managers (Combined)	$23.3M	QoQ -3.38% (-$816.2K) YoY -2.69% (-$645.0K)
Mondelez International, Inc.(MDLZcusip609207105)	317.9K	QoQ -7.39% (-25.4K) YoY -13.36% (-49.0K)	All Managers (Combined)	$21.6M	QoQ +5.18% (-$1.1M) YoY -16.02% (-$4.1M)
W.W. Grainger, Inc.(GWWcusip384802104)	20.2K	QoQ -0.96% (-198) YoY -4.55% (-964)	All Managers (Combined)	$20.0M	QoQ -7.19% (-$1.5M) YoY -7.31% (-$1.6M)
Adobe Inc.(ADBEcusip00724F101)	46.5K	QoQ -6.43% (-3.2K) YoY +496.89% (+38.7K)	All Managers (Combined)	$17.8M	QoQ -19.30% (-$4.3M) YoY +353.68% (+$13.9M)
Carlisle Companies Inc(CSLcusip142339100)	48.9K	QoQ +159.23% (+30.0K) YoY +224.80% (+33.8K)	All Managers (Combined)	$16.6M	QoQ +139.32% (+$9.7M) YoY +182.24% (+$10.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	153.0K	QoQ -48.06% (-141.6K) YoY -66.19% (-299.5K)	All Managers (Combined)	$13.7M	QoQ -53.13% (-$15.6M) YoY -77.00% (-$46.0M)
Trane Technologies Plc(TTcusipG8994E103)	37.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.6M	QoQ -8.78% (-$1.2M) YoY +12.23% (+$1.4M)
Pepsico Inc(PEPcusip713448108)	68.4K	QoQ -12.19% (-9.5K) YoY -15.95% (-13.0K)	All Managers (Combined)	$10.3M	QoQ -13.42% (-$1.6M) YoY -27.99% (-$4.0M)
Procter & Gamble Co(PGcusip742718109)	58.8K	QoQ +1.87% (+1.1K) YoY +1.11% (+649)	All Managers (Combined)	$10.0M	QoQ +3.55% (+$344.5K) YoY +6.20% (+$586.0K)
Accenture Plc(ACNcusipG1151C101)	30.5K	QoQ +7.02% (-2.0K) YoY +11.78% (+3.2K)	All Managers (Combined)	$9.5M	QoQ -5.06% (-$507.5K) YoY +0.63% (+$59.8K)
Bank Of America Corp /De/(BACcusip060505104)	222.4K	QoQ -18.44% (-50.3K) YoY -48.33% (-208.1K)	All Managers (Combined)	$9.3M	QoQ -22.56% (-$2.7M) YoY -43.14% (-$7.0M)
Automatic Data Processing Inc(ADPcusip053015103)	28.2K	QoQ +0.03% (+10) YoY -3.18% (-926)	All Managers (Combined)	$8.6M	QoQ +4.40% (+$363.3K) YoY +18.44% (-$1.3M)