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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Air Products & Chemicals, Inc.

APD|009158106

Shares:14.5K

Value:$4.3M

% of Portfolio:0.2% ($4.3M/$2.1B)

46137V357

RSP|46137V357

Shares:24.1K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.1B)

BXP, Inc.

BXP|101121101

Shares:55.8K

Value:$3.8M

% of Portfolio:0.2% ($3.8M/$2.1B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:7.4K

Value:$3.7M

% of Portfolio:0.2% ($3.7M/$2.1B)

464287879

Shares:37.3K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$2.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:26.1K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$2.1B)

Chewy, Inc.

CHWY|16679L109

Shares:101.8K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$2.1B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:29.6K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$2.1B)

VISA INC.

V|92826C839

Shares:9.1K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$2.1B)

Kenvue Inc.

KVUE|49177J102

Shares:132.6K

Value:$3.2M

% of Portfolio:0.2% ($3.2M/$2.1B)

921943858

VEA|921943858

Shares:58.5K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.1B)

464287655

IWM|464287655

Shares:14.5K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.1B)

Salesforce, Inc.

CRM|79466L302

Shares:10.5K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:4.8K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:15.2K

Value:$2.8M

% of Portfolio:0.1% ($2.8M/$2.1B)

Ingersoll Rand Inc.

IR|45687V106

Shares:33.1K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.1B)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:14.2K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.1B)

MASCO CORP /DE/

MAS|574599106

Shares:37.4K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.1B)

81369Y506

Shares:25.7K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.1B)

CHEVRON CORP

CVX|166764100

Shares:14.0K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Air Products & Chemicals, Inc.(APDcusip009158106)	14.5K	QoQ -14.50% (-2.5K) YoY +0.03% (+5)	All Managers (Combined)	$4.3M	0.2% ($4.3M/$2.1B)	QoQ -13.06% (-$641.4K) YoY +21.77% (+$763.3K)
(RSPcusip46137V357)	24.1K	QoQ +43.40% (+7.3K) YoY NEW(+24.1K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.1B)	QoQ +41.76% (+$1.2M) YoY NEW(+$4.2M)
BXP, Inc.(BXPcusip101121101)	55.8K	QoQ -5.42% (-3.2K) YoY -17.57% (-11.9K)	All Managers (Combined)	$3.8M	0.2% ($3.8M/$2.1B)	QoQ -14.54% (-$638.2K) YoY -15.19% (-$672.2K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	7.4K	QoQ +1.78% (-130) YoY -2.81% (-215)	All Managers (Combined)	$3.7M	0.2% ($3.7M/$2.1B)	QoQ -2.64% (-$100.2K) YoY -16.79% (-$745.1K)
(cusip464287879)✕	37.3K	QoQ -7.66% (-3.1K) YoY +29.86% (+8.6K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$2.1B)	QoQ -17.12% (-$750.5K) YoY +23.18% (+$683.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	26.1K	QoQ -0.50% (-133) YoY -9.96% (-2.9K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$2.1B)	QoQ +16.68% (-$495.2K) YoY +5.07% (-$167.2K)
Chewy, Inc.(CHWYcusip16679L109)	101.8K	QoQ +190.42% (+66.7K) YoY NEW(+101.8K)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$2.1B)	QoQ +181.92% (+$2.1M) YoY NEW(+$3.3M)
EMERSON ELECTRIC CO(EMRcusip291011104)	29.6K	QoQ 0.00% (-0) YoY -1.06% (-320)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$2.1B)	QoQ -11.53% (-$423.3K) YoY -4.36% (-$148.3K)
VISA INC.(Vcusip92826C839)	9.1K	QoQ +3.69% (+325) YoY +271.90% (+6.7K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$2.1B)	QoQ +14.98% (+$416.6K) YoY +367.03% (+$2.5M)
Kenvue Inc.(KVUEcusip49177J102)	132.6K	QoQ -28.12% (-51.9K) YoY -18.31% (-29.7K)	All Managers (Combined)	$3.2M	0.2% ($3.2M/$2.1B)	QoQ -19.26% (-$758.8K) YoY -8.71% (-$303.7K)
(VEAcusip921943858)	58.5K	QoQ +0.42% (+247) YoY +1.35% (+780)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.1B)	QoQ +6.74% (+$187.9K) YoY +2.68% (+$77.8K)
(IWMcusip464287655)	14.5K	QoQ +4.51% (-625) YoY +12.95% (+1.7K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.1B)	QoQ -5.63% (-$172.4K) YoY +7.14% (+$192.5K)
Salesforce, Inc.(CRMcusip79466L302)	10.5K	QoQ +1.77% (-183) YoY -7.61% (-867)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ -18.31% (-$632.6K) YoY -17.68% (-$606.2K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	4.8K	QoQ +6.82% (+305) YoY +64.74% (+1.9K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ +21.15% (+$491.2K) YoY +73.18% (+$1.2M)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	15.2K	QoQ -34.00% (-7.8K) YoY -61.24% (-24.0K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.1B)	QoQ -36.87% (-$1.6M) YoY -51.76% (-$3.0M)
Ingersoll Rand Inc.(IRcusip45687V106)	33.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.1B)	QoQ -11.52% (-$345.1K) YoY -15.71% (-$493.7K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	14.2K	QoQ -90.42% (-134.2K) YoY -90.71% (-138.7K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.1B)	QoQ -92.04% (-$30.2M) YoY -93.72% (-$39.0M)
MASCO CORP /DE/(MAScusip574599106)	37.4K	QoQ -40.75% (-25.7K) YoY -61.48% (-59.6K)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.1B)	QoQ -43.23% (-$2.0M) YoY -66.04% (-$5.1M)
(cusip81369Y506)✕	25.7K	QoQ -0.19% (-50) YoY -6.82% (-1.9K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.1B)	QoQ +8.88% (-$196.3K) YoY -7.76% (-$202.7K)
CHEVRON CORP(CVXcusip166764100)	14.0K	QoQ -7.72% (-1.2K) YoY -8.40% (-1.3K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.1B)	QoQ +6.57% (-$144.7K) YoY -2.85% (-$69.1K)