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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Uber Technologies, Inc

UBER|90353T100

116947(+33.7%)

Value:

$8.5B(+61.5%)

EXXON MOBIL CORP

XOM|30231G102

70184(+1.1%)

Value:

$8.3B(+11.8%)

GENTEX CORP

GNTX|371901109

316755(-36.2%)

Value:

$7.4B(-48.3%)

389637109

110970(+0.0%)

Value:

$7.2B(-11.9%)

464287507

IJH|464287507

116864(+1.8%)

Value:

$6.8B(-4.7%)

COCA COLA CO

KO|191216100

94426(-2.1%)

Value:

$6.8B(+12.6%)

464287465

EFA|464287465

76262(+0.5%)

Value:

$6.2B(+8.6%)

COLGATE PALMOLIVE CO

CL|194162103

62663(-4.3%)

Value:

$5.9B(-1.3%)

46641Q217

104086(-0.4%)

Value:

$5.8B(+1.9%)

AbbVie Inc.

ABBV|00287Y109

27654(-0.7%)

Value:

$5.8B(+17.1%)

MCCORMICK & CO INC

MKC|579780206

69395(-1.4%)

Value:

$5.7B(+6.5%)

922042858

VWO|922042858

121581(+0.0%)

Value:

$5.5B(+2.8%)

NVIDIA CORP

NVDA|67066G104

49946(+23.8%)

Value:

$5.4B(-0.1%)

HOME DEPOT, INC.

HD|437076102

14738(+1.6%)

Value:

$5.4B(-4.3%)

NEXTERA ENERGY INC

NEE|65339F101

75405(+1.8%)

Value:

$5.3B(+0.7%)

RTX Corp

RTX|75513E101

39869(+2.9%)

Value:

$5.3B(+17.8%)

Mobileye Global Inc.

MBLY|60741F104

351620(-22.5%)

Value:

$5.1B(-44.0%)

Broadcom Inc.

AVGO|11135F101

28666(-1.8%)

Value:

$4.8B(-29.1%)

ORACLE CORP

ORCL|68389X105

33312(-3.6%)

Value:

$4.7B(-19.1%)

Hayward Holdings, Inc.

HAYW|421298100

318918(-7.3%)

Value:

$4.4B(-15.6%)

Instrument	Shares		Other Manager	Value
Uber Technologies, Inc(UBERcusip90353T100)	116.9K	QoQ +33.73% (+29.5K) YoY +124.38% (+64.8K)	All Managers (Combined)	$8.5M	QoQ +61.53% (+$3.2M) YoY +112.34% (+$4.5M)
Exxon Mobil Corp(XOMcusip30231G102)	70.2K	QoQ +1.10% (+766) YoY -0.67% (-475)	All Managers (Combined)	$8.3M	QoQ +11.78% (+$879.7K) YoY +1.62% (-$133.6K)
Gentex Corp(GNTXcusip371901109)	316.8K	QoQ -36.19% (-179.7K) YoY -51.51% (-336.5K)	All Managers (Combined)	$7.4M	QoQ -48.25% (-$6.9M) YoY -68.72% (-$16.2M)
(cusip389637109)✕	111.0K	QoQ 0.00% (-0) YoY -19.30% (-26.5K)	All Managers (Combined)	$7.2M	QoQ -11.95% (-$982.1K) YoY -16.74% (-$1.5M)
(IJHcusip464287507)	116.9K	QoQ +1.77% (-2.0K) YoY +12.29% (+12.8K)	All Managers (Combined)	$6.8M	QoQ -4.69% (-$336.0K) YoY +7.87% (+$497.9K)
Coca Cola Co(KOcusip191216100)	94.4K	QoQ -2.07% (-2.0K) YoY -4.30% (-4.2K)	All Managers (Combined)	$6.8M	QoQ +12.64% (-$759.3K) YoY +12.02% (-$726.1K)
(EFAcusip464287465)	76.3K	QoQ +0.49% (+373) YoY +3.18% (+2.4K)	All Managers (Combined)	$6.2M	QoQ +8.62% (+$494.9K) YoY +5.59% (+$330.4K)
Colgate Palmolive Co(CLcusip194162103)	62.7K	QoQ -4.25% (-2.8K) YoY -9.01% (-6.2K)	All Managers (Combined)	$5.9M	QoQ -1.31% (-$78.4K) YoY -5.32% (-$330.5K)
(cusip46641Q217)✕	104.1K	QoQ -0.38% (-399) YoY +41.95% (+30.8K)	All Managers (Combined)	$5.8M	QoQ +1.86% (-$107.2K) YoY +36.08% (+$1.5M)
Abbvie Inc.(ABBVcusip00287Y109)	27.7K	QoQ -0.65% (-182) YoY -1.00% (-280)	All Managers (Combined)	$5.8M	QoQ +17.13% (-$847.6K) YoY +13.90% (-$707.3K)
Mccormick & Co Inc(MKCcusip579780206)	69.4K	QoQ -1.39% (-980) YoY -7.25% (-5.4K)	All Managers (Combined)	$5.7M	QoQ +6.45% (-$346.5K) YoY -0.61% (-$35.1K)
(VWOcusip922042858)	121.6K	QoQ +0.01% (+19) YoY +8.11% (+9.1K)	All Managers (Combined)	$5.5M	QoQ +2.78% (+$149.2K) YoY +17.15% (+$805.6K)
Nvidia Corp(NVDAcusip67066G104)	49.9K	QoQ +23.78% (-9.6K) YoY +1181.65% (+46.0K)	All Managers (Combined)	$5.4M	QoQ -0.10% (-$5.5K) YoY +53.71% (+$1.9M)
Home Depot, Inc.(HDcusip437076102)	14.7K	QoQ +1.58% (-230) YoY +1.57% (-228)	All Managers (Combined)	$5.4M	QoQ -4.29% (-$242.1K) YoY -2.95% (-$164.7K)
Nextera Energy Inc(NEEcusip65339F101)	75.4K	QoQ +1.79% (+1.3K) YoY +9.53% (+6.6K)	All Managers (Combined)	$5.3M	QoQ +0.65% (+$35.0K) YoY +21.50% (+$946.0K)
Rtx Corp(RTXcusip75513E101)	39.9K	QoQ +2.89% (+1.1K) YoY +2.73% (+1.1K)	All Managers (Combined)	$5.3M	QoQ +17.77% (+$797.0K) YoY +39.52% (+$1.5M)
Mobileye Global Inc.(MBLYcusip60741F104)	351.6K	QoQ -22.48% (-102.0K) YoY -70.17% (-827.5K)	All Managers (Combined)	$5.1M	QoQ -43.98% (-$4.0M) YoY -86.64% (-$32.8M)
Broadcom Inc.(AVGOcusip11135F101)	28.7K	QoQ -1.79% (-525) YoY +761.87% (+25.3K)	All Managers (Combined)	$4.8M	QoQ -29.08% (-$2.0M) YoY +8.87% (+$391.2K)
Oracle Corp(ORCLcusip68389X105)	33.3K	QoQ -3.58% (-1.2K) YoY -2.91% (-1.0K)	All Managers (Combined)	$4.7M	QoQ -19.10% (-$1.1M) YoY +8.06% (-$347.4K)
Hayward Holdings, Inc.(HAYWcusip421298100)	318.9K	QoQ -7.26% (-25.0K) YoY NEW(+318.9K)	All Managers (Combined)	$4.4M	QoQ -15.57% (-$819.2K) YoY NEW(+$4.4M)