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 8 of 10

Sort by:

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:940

Value:$492.1K

% of Portfolio:0.0% ($492.1K/$2.1B)

Shell plc

SHEL|780259305

Shares:6.5K

Value:$476.3K

% of Portfolio:0.0% ($476.3K/$2.1B)

46435U663

Shares:11.9K

Value:$457.9K

% of Portfolio:0.0% ($457.9K/$2.1B)

46432F842

IEFA|46432F842

Shares:5.7K

Value:$428.6K

% of Portfolio:0.0% ($428.6K/$2.1B)

GE Vernova Inc.

GEV|36828A101

Shares:1.4K

Value:$417.3K

% of Portfolio:0.0% ($417.3K/$2.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:4.8K

Value:$405.2K

% of Portfolio:0.0% ($405.2K/$2.1B)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.6K

Value:$393.5K

% of Portfolio:0.0% ($393.5K/$2.1B)

Avery Dennison Corp

AVY|053611109

Shares:2.2K

Value:$385.5K

% of Portfolio:0.0% ($385.5K/$2.1B)

PPG INDUSTRIES INC

PPG|693506107

Shares:3.4K

Value:$375.4K

% of Portfolio:0.0% ($375.4K/$2.1B)

AT&T INC.

T|00206R102

Shares:13.0K

Value:$367.7K

% of Portfolio:0.0% ($367.7K/$2.1B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.1K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$2.1B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.5K

Value:$364.0K

% of Portfolio:0.0% ($364.0K/$2.1B)

921910816

MGK|921910816

Shares:1.2K

Value:$355.5K

% of Portfolio:0.0% ($355.5K/$2.1B)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$353.0K

% of Portfolio:0.0% ($353.0K/$2.1B)

464288570

Shares:3.4K

Value:$343.9K

% of Portfolio:0.0% ($343.9K/$2.1B)

Xylem Inc.

XYL|98419M100

Shares:2.9K

Value:$343.4K

% of Portfolio:0.0% ($343.4K/$2.1B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:625

Value:$341.4K

% of Portfolio:0.0% ($341.4K/$2.1B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.5K

Value:$334.3K

% of Portfolio:0.0% ($334.3K/$2.1B)

PAYCHEX INC

PAYX|704326107

Shares:2.1K

Value:$327.1K

% of Portfolio:0.0% ($327.1K/$2.1B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.4K

Value:$324.1K

% of Portfolio:0.0% ($324.1K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	940	QoQ -19.03% (-221) YoY +22.39% (+172)	All Managers (Combined)	$492.1K	0.0% ($492.1K/$2.1B)	QoQ -16.18% (-$95.0K) YoY +29.51% (+$112.1K)
Shell plc(SHELcusip780259305)	6.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$476.3K	0.0% ($476.3K/$2.1B)	QoQ +16.96% (+$69.1K) YoY +9.30% (+$40.6K)
(cusip46435U663)✕	11.9K	QoQ +26.94% (+2.5K) YoY +113.06% (+6.3K)	All Managers (Combined)	$457.9K	0.0% ($457.9K/$2.1B)	QoQ +15.95% (+$63.0K) YoY +103.22% (+$232.6K)
(IEFAcusip46432F842)	5.7K	QoQ 0.00% (+0) YoY -1.27% (-73)	All Managers (Combined)	$428.6K	0.0% ($428.6K/$2.1B)	QoQ +7.64% (+$30.4K) YoY +0.63% (-$2.7K)
GE Vernova Inc.(GEVcusip36828A101)	1.4K	QoQ -4.53% (-65) YoY NEW(+1.4K)	All Managers (Combined)	$417.3K	0.0% ($417.3K/$2.1B)	QoQ -11.40% (-$53.7K) YoY NEW(+$417.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	4.8K	QoQ +22.81% (+892) YoY NEW(+4.8K)	All Managers (Combined)	$405.2K	0.0% ($405.2K/$2.1B)	QoQ +37.06% (+$109.6K) YoY NEW(+$405.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.6K	QoQ -0.38% (-10) YoY -5.18% (-140)	All Managers (Combined)	$393.5K	0.0% ($393.5K/$2.1B)	QoQ -0.39% (-$1.6K) YoY -13.96% (-$63.9K)
Avery Dennison Corp(AVYcusip053611109)	2.2K	QoQ -1.27% (-28) YoY -2.38% (-53)	All Managers (Combined)	$385.5K	0.0% ($385.5K/$2.1B)	QoQ -6.10% (-$25.1K) YoY -22.18% (-$109.9K)
PPG INDUSTRIES INC(PPGcusip693506107)	3.4K	QoQ 0.00% (-0) YoY +3.55% (-118)	All Managers (Combined)	$375.4K	0.0% ($375.4K/$2.1B)	QoQ -8.45% (-$34.7K) YoY -21.84% (-$104.9K)
AT&T INC.(Tcusip00206R102)	13.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$367.7K	0.0% ($367.7K/$2.1B)	QoQ +24.19% (+$71.6K) YoY +60.68% (+$138.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.1K	QoQ -1.03% (-53) YoY 0.00% (+0)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$2.1B)	QoQ +1.15% (-$4.1K) YoY +23.86% (+$70.2K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.5K	QoQ 0.00% (+0) YoY +6.95% (-100)	All Managers (Combined)	$364.0K	0.0% ($364.0K/$2.1B)	QoQ +0.91% (+$3.3K) YoY -0.60% (-$2.2K)
(MGKcusip921910816)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$355.5K	0.0% ($355.5K/$2.1B)	QoQ -10.05% (-$39.7K) YoY +7.77% (+$25.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ 0.00% (+0) YoY -14.03% (-200)	All Managers (Combined)	$353.0K	0.0% ($353.0K/$2.1B)	QoQ +19.00% (+$56.4K) YoY +20.40% (-$59.8K)
(cusip464288570)✕	3.4K	QoQ +11.41% (+344) YoY +4.64% (+149)	All Managers (Combined)	$343.9K	0.0% ($343.9K/$2.1B)	QoQ +3.49% (+$11.6K) YoY +6.30% (+$20.4K)
Xylem Inc.(XYLcusip98419M100)	2.9K	QoQ +9.19% (+242) YoY +1.76% (-50)	All Managers (Combined)	$343.4K	0.0% ($343.4K/$2.1B)	QoQ +12.42% (+$38.0K) YoY -5.93% (-$21.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	625	QoQ 0.00% (-0) YoY -0.79% (-5)	All Managers (Combined)	$341.4K	0.0% ($341.4K/$2.1B)	QoQ -4.59% (-$16.5K) YoY +29.75% (-$78.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.5K	QoQ -31.52% (-2.5K) YoY -37.92% (-3.3K)	All Managers (Combined)	$334.3K	0.0% ($334.3K/$2.1B)	QoQ -26.16% (-$118.5K) YoY -30.18% (-$144.6K)
PAYCHEX INC(PAYXcusip704326107)	2.1K	QoQ +6.00% (+120) YoY +6.00% (+120)	All Managers (Combined)	$327.1K	0.0% ($327.1K/$2.1B)	QoQ +16.62% (+$46.6K) YoY +33.17% (+$81.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.4K	QoQ -0.14% (-8) YoY 0.00% (+0)	All Managers (Combined)	$324.1K	0.0% ($324.1K/$2.1B)	QoQ +14.61% (-$41.3K) YoY +37.59% (+$88.6K)