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

Page 7 of 10

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DANAHER CORP /DE/

DHR|235851102

Shares:3.4K

Value:$697.4K

% of Portfolio:0.0% ($697.4K/$2.1B)

46435G516

ESGD|46435G516

Shares:8.5K

Value:$692.8K

% of Portfolio:0.0% ($692.8K/$2.1B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:6.0K

Value:$678.2K

% of Portfolio:0.0% ($678.2K/$2.1B)

AMGEN INC

AMGN|031162100

Shares:2.2K

Value:$672.9K

% of Portfolio:0.0% ($672.9K/$2.1B)

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:5.5K

Value:$672.7K

% of Portfolio:0.0% ($672.7K/$2.1B)

464287309

IVW|464287309

Shares:7.1K

Value:$654.5K

% of Portfolio:0.0% ($654.5K/$2.1B)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.8K

Value:$633.4K

% of Portfolio:0.0% ($633.4K/$2.1B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:6.5K

Value:$620.4K

% of Portfolio:0.0% ($620.4K/$2.1B)

Tesla, Inc.

TSLA|88160R101

Shares:2.4K

Value:$619.6K

% of Portfolio:0.0% ($619.6K/$2.1B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.9K

Value:$608.1K

% of Portfolio:0.0% ($608.1K/$2.1B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.3K

Value:$605.4K

% of Portfolio:0.0% ($605.4K/$2.1B)

Nutrien Ltd.

NTR|67077M108

Shares:12.1K

Value:$598.5K

% of Portfolio:0.0% ($598.5K/$2.1B)

PureTech Health plc

PRTC|746237106

Shares:302.0K

Value:$560.3K

% of Portfolio:0.0% ($560.3K/$2.1B)

922908751

VB|922908751

Shares:2.5K

Value:$559.0K

% of Portfolio:0.0% ($559.0K/$2.1B)

FEDEX CORP

FDX|31428X106

Shares:2.3K

Value:$557.5K

% of Portfolio:0.0% ($557.5K/$2.1B)

464288885

EFG|464288885

Shares:5.5K

Value:$545.0K

% of Portfolio:0.0% ($545.0K/$2.1B)

PFIZER INC

PFE|717081103

Shares:20.8K

Value:$527.2K

% of Portfolio:0.0% ($527.2K/$2.1B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.5K

Value:$522.2K

% of Portfolio:0.0% ($522.2K/$2.1B)

46438F101

Shares:11.0K

Value:$514.9K

% of Portfolio:0.0% ($514.9K/$2.1B)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:1.1K

Value:$499.2K

% of Portfolio:0.0% ($499.2K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	3.4K	QoQ +16.82% (+490) YoY +16.82% (-490)	All Managers (Combined)	$697.4K	0.0% ($697.4K/$2.1B)	QoQ +4.33% (+$29.0K) YoY -4.09% (-$29.8K)
(ESGDcusip46435G516)	8.5K	QoQ -5.48% (-492) YoY +3.98% (+325)	All Managers (Combined)	$692.8K	0.0% ($692.8K/$2.1B)	QoQ +1.40% (-$9.6K) YoY +6.30% (+$41.1K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	6.0K	QoQ -63.71% (-10.5K) YoY -70.79% (-14.5K)	All Managers (Combined)	$678.2K	0.0% ($678.2K/$2.1B)	QoQ -61.11% (-$1.1M) YoY -74.95% (-$2.0M)
AMGEN INC(AMGNcusip031162100)	2.2K	QoQ +5.62% (+115) YoY +7.30% (+147)	All Managers (Combined)	$672.9K	0.0% ($672.9K/$2.1B)	QoQ +26.25% (+$139.9K) YoY +17.57% (+$100.6K)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	5.5K	QoQ +124.34% (+3.1K) YoY NEW(+5.5K)	All Managers (Combined)	$672.7K	0.0% ($672.7K/$2.1B)	QoQ +106.75% (+$347.3K) YoY NEW(+$672.7K)
(IVWcusip464287309)	7.1K	QoQ +1.45% (-101) YoY NEW(+7.1K)	All Managers (Combined)	$654.5K	0.0% ($654.5K/$2.1B)	QoQ -7.24% (-$51.1K) YoY NEW(+$654.5K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$633.4K	0.0% ($633.4K/$2.1B)	QoQ +0.96% (+$6.1K) YoY -7.43% (-$50.8K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	6.5K	QoQ 0.00% (+0) YoY -1.52% (-100)	All Managers (Combined)	$620.4K	0.0% ($620.4K/$2.1B)	QoQ +4.14% (+$24.7K) YoY +2.45% (-$14.9K)
Tesla, Inc.(TSLAcusip88160R101)	2.4K	QoQ +2.48% (-58) YoY +96.46% (+1.2K)	All Managers (Combined)	$619.6K	0.0% ($619.6K/$2.1B)	QoQ -34.22% (-$322.4K) YoY +189.63% (+$405.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.9K	QoQ -1.03% (-30) YoY +191.57% (+1.9K)	All Managers (Combined)	$608.1K	0.0% ($608.1K/$2.1B)	QoQ -7.22% (-$47.4K) YoY +200.80% (+$406.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$605.4K	0.0% ($605.4K/$2.1B)	QoQ -9.34% (-$62.4K) YoY +18.16% (+$93.1K)
Nutrien Ltd.(NTRcusip67077M108)	12.1K	QoQ +10.04% (+1.1K) YoY +8.07% (-900)	All Managers (Combined)	$598.5K	0.0% ($598.5K/$2.1B)	QoQ +22.14% (+$108.5K) YoY -1.16% (-$7.0K)
PureTech Health plc(PRTCcusip746237106)	302.0K	QoQ 0.00% (-0) YoY NEW(+302.0K)	All Managers (Combined)	$560.3K	0.0% ($560.3K/$2.1B)	QoQ -1.29% (-$7.4K) YoY NEW(+$560.3K)
(VBcusip922908751)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$559.0K	0.0% ($559.0K/$2.1B)	QoQ -7.71% (-$46.7K) YoY -2.99% (-$17.2K)
FEDEX CORP(FDXcusip31428X106)	2.3K	QoQ 0.00% (-0) YoY -5.45% (-132)	All Managers (Combined)	$557.5K	0.0% ($557.5K/$2.1B)	QoQ -13.34% (-$85.9K) YoY -20.45% (-$143.4K)
(EFGcusip464288885)	5.5K	QoQ +1.43% (+77) YoY +1.43% (-77)	All Managers (Combined)	$545.0K	0.0% ($545.0K/$2.1B)	QoQ +4.75% (+$24.7K) YoY -2.27% (-$12.7K)
PFIZER INC(PFEcusip717081103)	20.8K	QoQ -9.36% (-2.1K) YoY -18.54% (-4.7K)	All Managers (Combined)	$527.2K	0.0% ($527.2K/$2.1B)	QoQ -13.43% (-$81.8K) YoY -25.61% (-$181.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.5K	QoQ 0.00% (+0) YoY -6.49% (-800)	All Managers (Combined)	$522.2K	0.0% ($522.2K/$2.1B)	QoQ +13.42% (+$61.8K) YoY +1.07% (-$5.6K)
(cusip46438F101)✕	11.0K	QoQ -23.07% (-3.3K) YoY -30.37% (-4.8K)	All Managers (Combined)	$514.9K	0.0% ($514.9K/$2.1B)	QoQ -32.12% (-$243.7K) YoY -19.47% (-$124.5K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	1.1K	QoQ 0.00% (-0) YoY +8.49% (+86)	All Managers (Combined)	$499.2K	0.0% ($499.2K/$2.1B)	QoQ -5.33% (-$28.2K) YoY +8.55% (+$39.4K)