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
Manager:
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Page 6 of 10
37954Y830
Shares:29.2K
Value:$1.1M
389930207
Shares:30.8K
Value:$1.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
DOVER Corp(DOVcusip260003108) | 7.0K | All Managers (Combined) | $1.2M | ||
5.8K | QoQ 0.00% (+0) | All Managers (Combined) | $1.2M | ||
(cusip37954Y830)✕ | 29.2K | QoQ +1.24% (+360)YoY NEW(+29.2K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip389930207)✕ | 30.8K | YoY NEW(+30.8K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
19.3K | All Managers (Combined) | $1.1M | |||
4.1K | QoQ +2.01% (-82)YoY +1.89% (+77) | All Managers (Combined) | $1.1M | ||
2.1K | QoQ -3.38% (-72) | All Managers (Combined) | $1.1M | ||
4.3K | All Managers (Combined) | $1.0M | |||
218 | QoQ 0.00% (-0)YoY +1.39% (+3) | All Managers (Combined) | $1.0M | ||
Walmart Inc.(WMTcusip931142103) | 11.2K | All Managers (Combined) | $986.5K | ||
9.3K | QoQ -3.11% (-300)YoY -4.72% (-462) | All Managers (Combined) | $962.3K | ||
Duke Energy CORP(DUKcusip26441C204) | 7.9K | All Managers (Combined) | $962.1K | ||
10.8K | All Managers (Combined) | $921.0K | |||
1.6K | All Managers (Combined) | $894.4K | |||
5.5K | QoQ 0.00% (+0)YoY +1.31% (+71) | All Managers (Combined) | $868.4K | ||
4.4K | All Managers (Combined) | $835.7K | |||
5.6K | QoQ -4.40% (-260)YoY -7.08% (-430) | All Managers (Combined) | $828.0K | ||
1.9K | QoQ +4.37% (+80)YoY +4.37% (-80) | All Managers (Combined) | $802.1K | ||
1.3K | QoQ +0.92% (-12) | All Managers (Combined) | $757.4K | ||
INTEL CORP(INTCcusip458140100) | 31.8K | QoQ 0.00% (+0) | All Managers (Combined) | $722.2K |