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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Uber Technologies, Inc

UBER|90353T100

Shares:116.9K

Value:$8.5M

% of Portfolio:0.4% ($8.5M/$2.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:70.2K

Value:$8.3M

% of Portfolio:0.4% ($8.3M/$2.1B)

GENTEX CORP

GNTX|371901109

Shares:316.8K

Value:$7.4M

% of Portfolio:0.4% ($7.4M/$2.1B)

389637109

Shares:111.0K

Value:$7.2M

% of Portfolio:0.3% ($7.2M/$2.1B)

464287507

IJH|464287507

Shares:116.9K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.1B)

COCA COLA CO

KO|191216100

Shares:94.4K

Value:$6.8M

% of Portfolio:0.3% ($6.8M/$2.1B)

464287465

EFA|464287465

Shares:76.3K

Value:$6.2M

% of Portfolio:0.3% ($6.2M/$2.1B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:62.7K

Value:$5.9M

% of Portfolio:0.3% ($5.9M/$2.1B)

46641Q217

Shares:104.1K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$2.1B)

AbbVie Inc.

ABBV|00287Y109

Shares:27.7K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$2.1B)

MCCORMICK & CO INC

MKC|579780206

Shares:69.4K

Value:$5.7M

% of Portfolio:0.3% ($5.7M/$2.1B)

922042858

VWO|922042858

Shares:121.6K

Value:$5.5M

% of Portfolio:0.3% ($5.5M/$2.1B)

NVIDIA CORP

NVDA|67066G104

Shares:49.9K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$2.1B)

HOME DEPOT, INC.

HD|437076102

Shares:14.7K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$2.1B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:75.4K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$2.1B)

RTX Corp

RTX|75513E101

Shares:39.9K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$2.1B)

Mobileye Global Inc.

MBLY|60741F104

Shares:351.6K

Value:$5.1M

% of Portfolio:0.2% ($5.1M/$2.1B)

Broadcom Inc.

AVGO|11135F101

Shares:28.7K

Value:$4.8M

% of Portfolio:0.2% ($4.8M/$2.1B)

ORACLE CORP

ORCL|68389X105

Shares:33.3K

Value:$4.7M

% of Portfolio:0.2% ($4.7M/$2.1B)

Hayward Holdings, Inc.

HAYW|421298100

Shares:318.9K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Uber Technologies, Inc(UBERcusip90353T100)	116.9K	QoQ +33.73% (+29.5K) YoY +124.38% (+64.8K)	All Managers (Combined)	$8.5M	0.4% ($8.5M/$2.1B)	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	0.4% ($8.3M/$2.1B)	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	0.4% ($7.4M/$2.1B)	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	0.3% ($7.2M/$2.1B)	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	0.3% ($6.8M/$2.1B)	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	0.3% ($6.8M/$2.1B)	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	0.3% ($6.2M/$2.1B)	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	0.3% ($5.9M/$2.1B)	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	0.3% ($5.8M/$2.1B)	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	0.3% ($5.8M/$2.1B)	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	0.3% ($5.7M/$2.1B)	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	0.3% ($5.5M/$2.1B)	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	0.3% ($5.4M/$2.1B)	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	0.3% ($5.4M/$2.1B)	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	0.3% ($5.3M/$2.1B)	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	0.3% ($5.3M/$2.1B)	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	0.2% ($5.1M/$2.1B)	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	0.2% ($4.8M/$2.1B)	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	0.2% ($4.7M/$2.1B)	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	0.2% ($4.4M/$2.1B)	QoQ -15.57% (-$819.2K) YoY NEW(+$4.4M)