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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Birch-Hill-Investment-Advisors
Data Enrichment
93% identified174 identified13 unidentified
Holdings
187 positions • $2.1B total value
Manager:
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Page 5 of 10
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.0K | QoQ -2.43% (-125)YoY -6.69% (-359) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
| 9.2K | QoQ 0.00% (-0)YoY -0.02% (-2) | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
CARMAX INC(KMXcusip143130102) | 29.0K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | ||
| 20.6K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$2.1B) | |||
US BANCORP \DE\(USBcusip902973304) | 51.6K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.1B) | ||
| 9.4K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$2.1B) | |||
| 8.6K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.1B) | |||
Walt Disney Co(DIScusip254687106) | 20.0K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$2.1B) | ||
MCDONALDS CORP(MCDcusip580135101) | 5.6K | QoQ -2.85% (-166)YoY -4.52% (-268) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$2.1B) | |
| 37.9K | QoQ +0.29% (+110)YoY -0.10% (-40) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$2.1B) | ||
NIKE, Inc.(NKEcusip654106103) | 25.8K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | ||
| 2.9K | QoQ +0.65% (-19)YoY +1.35% (+39) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | ||
Allegion plc(ALLEcusipG0176J109) | 12.5K | QoQ 0.00% (-0)YoY -5.30% (-700) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | |
BRUNSWICK CORP(BCcusip117043109) | 30.0K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | ||
CVS HEALTH Corp(CVScusip126650100) | 23.7K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$2.1B) | ||
DEERE & CO(DEcusip244199105) | 3.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$2.1B) | ||
| 6.1K | QoQ 0.00% (+0)YoY -4.38% (-280) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | ||
CATERPILLAR INC(CATcusip149123101) | 4.1K | QoQ -0.50% (-21)YoY +1.33% (-54) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$2.1B) | |
| 20.9K | QoQ -1.12% (-237)YoY -3.30% (-714) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.1B) | ||
Airbnb, Inc.(ABNBcusip009066101) | 10.3K | YoY NEW(+10.3K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.1B) | YoY NEW(+$1.2M) |