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 9 of 10

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SYSCO CORP

SYY|871829107

Shares:4.2K

Value:$318.8K

% of Portfolio:0.0% ($318.8K/$2.1B)

COMCAST CORP

CMCSA|20030N101

Shares:8.6K

Value:$316.5K

% of Portfolio:0.0% ($316.5K/$2.1B)

STRYKER CORP

SYK|863667101

Shares:795

Value:$295.9K

% of Portfolio:0.0% ($295.9K/$2.1B)

Essential Utilities, Inc.

WTRG|29670G102

Shares:7.5K

Value:$295.8K

% of Portfolio:0.0% ($295.8K/$2.1B)

MOODYS CORP /DE/

MCO|615369105

Shares:620

Value:$288.7K

% of Portfolio:0.0% ($288.7K/$2.1B)

92189F676

Shares:1.3K

Value:$273.5K

% of Portfolio:0.0% ($273.5K/$2.1B)

Blackstone Inc.

BX|09260D107

Shares:1.9K

Value:$265.6K

% of Portfolio:0.0% ($265.6K/$2.1B)

MSA Safety Inc

MSA|553498106

Shares:1.8K

Value:$264.0K

% of Portfolio:0.0% ($264.0K/$2.1B)

921946406

VYM|921946406

Shares:2.0K

Value:$258.6K

% of Portfolio:0.0% ($258.6K/$2.1B)

97717W307

DLN|97717W307

Shares:3.2K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$2.1B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:475

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$2.1B)

Vertiv Holdings Co

VRT|92537N108

Shares:3.4K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$2.1B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.1K

Value:$238.9K

% of Portfolio:0.0% ($238.9K/$2.1B)

UNILEVER PLC

UL|904767704

Shares:4.0K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$2.1B)

37954Y293

Shares:3.7K

Value:$233.9K

% of Portfolio:0.0% ($233.9K/$2.1B)

46138G516

Shares:9.0K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$2.1B)

922042775

VEU|922042775

Shares:3.8K

Value:$232.6K

% of Portfolio:0.0% ($232.6K/$2.1B)

922908769

VTI|922908769

Shares:841

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$2.1B)

MORGAN STANLEY

MS|617446448

Shares:2.0K

Value:$230.0K

% of Portfolio:0.0% ($230.0K/$2.1B)

WELLTOWER INC.

WELL|95040Q104

Shares:1.5K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$2.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYSCO CORP(SYYcusip871829107)	4.2K	QoQ -16.70% (-852) YoY -19.05% (-1.0K)	All Managers (Combined)	$318.8K	0.0% ($318.8K/$2.1B)	QoQ -18.25% (-$71.2K) YoY -25.17% (-$107.3K)
COMCAST CORP(CMCSAcusip20030N101)	8.6K	QoQ -63.54% (-15.0K) YoY -73.38% (-23.7K)	All Managers (Combined)	$316.5K	0.0% ($316.5K/$2.1B)	QoQ -64.15% (-$566.6K) YoY -77.34% (-$1.1M)
STRYKER CORP(SYKcusip863667101)	795	QoQ 0.00% (+0) YoY +29.47% (+181)	All Managers (Combined)	$295.9K	0.0% ($295.9K/$2.1B)	QoQ +3.38% (+$9.7K) YoY +34.68% (+$76.2K)
Essential Utilities, Inc.(WTRGcusip29670G102)	7.5K	QoQ -4.58% (-360) YoY -4.58% (-360)	All Managers (Combined)	$295.8K	0.0% ($295.8K/$2.1B)	QoQ +3.84% (-$10.9K) YoY +1.79% (-$5.2K)
MOODYS CORP /DE/(MCOcusip615369105)	620	QoQ 0.00% (-0) YoY -11.42% (-80)	All Managers (Combined)	$288.7K	0.0% ($288.7K/$2.1B)	QoQ -1.62% (-$4.8K) YoY +4.94% (-$13.6K)
(cusip92189F676)✕	1.3K	QoQ 0.00% (-0) YoY +1.01% (-13)	All Managers (Combined)	$273.5K	0.0% ($273.5K/$2.1B)	QoQ -12.67% (-$39.7K) YoY -5.02% (-$14.5K)
Blackstone Inc.(BXcusip09260D107)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$265.6K	0.0% ($265.6K/$2.1B)	QoQ NEW(+$265.6K) YoY NEW(+$265.6K)
MSA Safety Inc(MSAcusip553498106)	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$264.0K	0.0% ($264.0K/$2.1B)	QoQ -11.50% (-$34.3K) YoY -24.22% (-$84.4K)
(VYMcusip921946406)	2.0K	QoQ NEW(+2.0K) YoY -65.53% (-3.8K)	All Managers (Combined)	$258.6K	0.0% ($258.6K/$2.1B)	QoQ NEW(+$258.6K) YoY -63.26% (-$445.4K)
(DLNcusip97717W307)	3.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$2.1B)	QoQ +2.03% (+$5.1K) YoY +9.94% (+$23.0K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	475	QoQ -0.62% (-3) YoY -0.62% (-3)	All Managers (Combined)	$253.4K	0.0% ($253.4K/$2.1B)	QoQ -6.92% (-$18.9K) YoY -4.72% (-$12.6K)
Vertiv Holdings Co(VRTcusip92537N108)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$2.1B)	QoQ NEW(+$246.6K) YoY NEW(+$246.6K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$238.9K	0.0% ($238.9K/$2.1B)	QoQ +11.28% (+$24.2K) YoY NEW(+$238.9K)
UNILEVER PLC(ULcusip904767704)	4.0K	QoQ -33.55% (-2.0K) YoY -33.33% (-2.0K)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$2.1B)	QoQ -30.21% (-$103.1K) YoY -20.90% (-$62.9K)
(cusip37954Y293)✕	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$233.9K	0.0% ($233.9K/$2.1B)	QoQ +5.36% (+$11.9K) YoY NEW(+$233.9K)
(cusip46138G516)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$2.1B)	QoQ NEW(+$233.1K) YoY NEW(+$233.1K)
(VEUcusip922042775)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$232.6K	0.0% ($232.6K/$2.1B)	QoQ NEW(+$232.6K) YoY NEW(+$232.6K)
(VTIcusip922908769)	841	QoQ 0.00% (-0) YoY -5.61% (-50)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$2.1B)	QoQ -5.16% (-$12.6K) YoY -0.18% (-$431)
MORGAN STANLEY(MScusip617446448)	2.0K	QoQ -4.82% (-100) YoY -9.21% (-200)	All Managers (Combined)	$230.0K	0.0% ($230.0K/$2.1B)	QoQ -11.67% (-$30.4K) YoY +12.49% (-$25.5K)
WELLTOWER INC.(WELLcusip95040Q104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$2.1B)	QoQ NEW(+$225.5K) YoY NEW(+$225.5K)