The Analysis of Birch Hill Investment Advisors LLC's Holdings
Currently, Birch Hill Investment Advisors LLC holds 197 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in ASML (+38.8K shares, valued at $37.5M), WST (+63.6K shares, valued at $16.7M), NVDA (+50.4K shares, valued at $9.4M); decreased their positions in GOOGL (-40.7K shares, valued at $9.9M), LH (-24.9K shares, valued at $7.1M), ADBE (-19.9K shares, valued at $7.0M); initiated new positions in IAU (+9.7K shares, valued at $702.4K), XLK (+1.6K shares, valued at $461.7K), LEN (+3.4K shares, valued at $428.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP284.2K shares0.39%2025-09-302025-10-23
AMZN AMAZON COM INC546.3K shares-0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL217.8K shares-0.59%2025-09-302025-10-23 APH AMPHENOL CORP NEW757.6K shares-2.29%2025-09-302025-10-23 AAPL APPLE INC367.4K shares2.71%2025-09-302025-10-23 GOOGL ALPHABET INC380.7K shares-9.65%2025-09-302025-10-23 MMC MARSH & MCLENNAN COS INC439.0K shares2.91%2025-09-302025-10-23 TJX TJX COS INC NEW611.3K shares-0.19%2025-09-302025-10-23 ECL ECOLAB INC294.1K shares-0.41%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS276.7K shares2.34%2025-09-302025-10-23 FI FISERV INC538.0K shares-0.35%2025-09-302025-10-23 ROK ROCKWELL AUTOMATION INC195.8K shares-0.81%2025-09-302025-10-23 VRTX VERTEX PHARMACEUTICALS INC153.6K shares3.57%2025-09-302025-10-23 EW EDWARDS LIFESCIENCES CORP757.1K shares-0.46%2025-09-302025-10-23 INTU INTUIT85.5K shares3.76%2025-09-302025-10-23 KR KROGER CO803.7K shares-5.47%2025-09-302025-10-23 WTS WATTS WATER TECHNOLOGIES INC186.1K shares-0.03%2025-09-302025-10-23 SPGI S&P GLOBAL INC105.5K shares0.41%2025-09-302025-10-23 GOOG ALPHABET INC198.3K shares-5.11%2025-09-302025-10-23 LECO LINCOLN ELEC HLDGS INC198.2K shares0.00%2025-09-302025-10-23 ASML ASML HOLDING N V39.0K shares15321.74%2025-09-302025-10-23 WST WEST PHARMACEUTICAL SVSC INC136.5K shares87.38%2025-09-302025-10-23 MA MASTERCARD INCORPORATED60.5K shares-1.19%2025-09-302025-10-23 LH LABCORP HOLDINGS INC119.6K shares-17.22%2025-09-302025-10-23 ALC ALCON AG444.2K shares1.48%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW35.5K shares-0.41%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.99.1K shares-2.34%2025-09-302025-10-23 ADI ANALOG DEVICES INC117.3K shares0.73%2025-09-302025-10-23 IVV ISHARES TR40.9K shares-0.68%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON138.5K shares-8.52%2025-09-302025-10-23 PEP PEPSICO INC180.0K shares12.20%2025-09-302025-10-23 IJR ISHARES TR211.4K shares-12.06%2025-09-302025-10-23 NVDA NVIDIA CORPORATION116.7K shares75.94%2025-09-302025-10-23 GWW GRAINGER W W INC20.2K shares-0.15%2025-09-302025-10-23 CHWY CHEWY INC446.9K shares39.86%2025-09-302025-10-23 CSL CARLISLE COS INC53.1K shares4.79%2025-09-302025-10-23 TT TRANE TECHNOLOGIES PLC37.5K shares0.00%2025-09-302025-10-23 MDLZ MONDELEZ INTL INC194.8K shares-33.15%2025-09-302025-10-23 NEE NEXTERA ENERGY INC160.8K shares19.78%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC118.1K shares-0.58%2025-09-302025-10-23 BAC BANK AMERICA CORP203.1K shares-6.09%2025-09-302025-10-23 BBJP J P MORGAN EXCHANGE TRADED F145.2K shares-1.61%2025-09-302025-10-23 GBTC GRAYSCALE BITCOIN TRUST ETF102.8K shares-5.77%2025-09-302025-10-23 BXP BXP INC120.4K shares115.75%2025-09-302025-10-23 ORCL ORACLE CORP31.5K shares-2.37%2025-09-302025-10-23 AVGO BROADCOM INC25.0K shares-2.21%2025-09-302025-10-23 ADP AUTOMATIC DATA PROCESSING IN28.0K shares-0.94%2025-09-302025-10-23 MRK MERCK & CO INC94.3K shares-11.51%2025-09-302025-10-23 XOM EXXON MOBIL CORP69.5K shares-0.13%2025-09-302025-10-23 ADBE ADOBE INC21.9K shares-47.66%2025-09-302025-10-23 IJH ISHARES TR115.8K shares-0.83%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO48.8K shares-4.02%2025-09-302025-10-23 EFA ISHARES TR77.5K shares1.52%2025-09-302025-10-23 RTX RTX CORPORATION39.1K shares0.64%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F119.5K shares-2.11%2025-09-302025-10-23 ACN ACCENTURE PLC IRELAND26.2K shares-9.70%2025-09-302025-10-23 ABBV ABBVIE INC27.8K shares-0.36%2025-09-302025-10-23 KO COCA COLA CO93.6K shares-0.03%2025-09-302025-10-23 GNTX GENTEX CORP210.2K shares-9.88%2025-09-302025-10-23 HD HOME DEPOT INC14.0K shares-0.34%2025-09-302025-10-23 HAYW HAYWARD HLDGS INC324.2K shares1.58%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T25.4K shares0.60%2025-09-302025-10-23 MKC MCCORMICK & CO INC68.9K shares-1.28%2025-09-302025-10-23 ROP ROPER TECHNOLOGIES INC9.0K shares6.35%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS72.8K shares23.97%2025-09-302025-10-23 CL COLGATE PALMOLIVE CO48.8K shares-20.64%2025-09-302025-10-23 EMR EMERSON ELEC CO29.6K shares0.00%2025-09-302025-10-23 ABT ABBOTT LABS26.1K shares-2.99%2025-09-302025-10-23 IWM ISHARES TR14.0K shares-0.39%2025-09-302025-10-23 V VISA INC9.4K shares4.11%2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC6.1K shares0.00%2025-09-302025-10-23 IJS ISHARES TR26.1K shares-9.91%2025-09-302025-10-23 APD AIR PRODS & CHEMS INC10.4K shares-2.54%2025-09-302025-10-23 IR INGERSOLL RAND INC33.1K shares0.00%2025-09-302025-10-23 HLT HILTON WORLDWIDE HLDGS INC9.8K shares2.08%2025-09-302025-10-23 USB US BANCORP DEL50.6K shares-1.55%2025-09-302025-10-23 ITW ILLINOIS TOOL WKS INC9.2K shares0.00%2025-09-302025-10-23 LIN LINDE PLC4.9K shares-1.00%2025-09-302025-10-23 WAB WABTEC11.6K shares-2.93%2025-09-302025-10-23 ALLE ALLEGION PLC12.5K shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC9.2K shares-4.15%2025-09-302025-10-23 CVX CHEVRON CORP NEW13.4K shares7.49%2025-09-302025-10-23 EEM ISHARES TR37.9K shares-0.04%2025-09-302025-10-23 DIS DISNEY WALT CO17.6K shares11.18%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR22.1K shares0.00%2025-09-302025-10-23 UNP UNION PAC CORP8.3K shares0.00%2025-09-302025-10-23 CAT CATERPILLAR INC4.0K shares0.00%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR2.7K shares0.00%2025-09-302025-10-23 CVS CVS HEALTH CORP23.7K shares0.00%2025-09-302025-10-23 GE GE AEROSPACE5.8K shares0.00%2025-09-302025-10-23 MCD MCDONALDS CORP5.6K shares0.00%2025-09-302025-10-23 BR BROADRIDGE FINL SOLUTIONS IN7.0K shares105.80%2025-09-302025-10-23 ABNB AIRBNB INC13.6K shares1.26%2025-09-302025-10-23 KMX CARMAX INC36.2K shares35.98%2025-09-302025-10-23 BTC GRAYSCALE BITCOIN MINI TR ET30.8K shares0.00%2025-09-302025-10-23 DE DEERE & CO3.2K shares0.00%2025-09-302025-10-23 COPX GLOBAL X FDS24.5K shares-15.51%2025-09-302025-10-23 WM WASTE MGMT INC DEL6.1K shares-0.69%2025-09-302025-10-23 VGT VANGUARD WORLD FD1.7K shares1.21%2025-09-302025-10-23 VOO VANGUARD INDEX FDS2.0K shares0.35%2025-09-302025-10-23 VO VANGUARD INDEX FDS4.2K shares0.89%2025-09-302025-10-23 IDXX IDEXX LABS INC1.9K shares0.00%2025-09-302025-10-23 WMT WALMART INC11.7K shares-3.73%2025-09-302025-10-23 CARR CARRIER GLOBAL CORPORATION20.1K shares0.00%2025-09-302025-10-23 INTC INTEL CORP34.8K shares9.28%2025-09-302025-10-23 BKNG BOOKING HOLDINGS INC215 shares0.00%2025-09-302025-10-23 DOV DOVER CORP6.9K shares0.00%2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW4.3K shares0.00%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC12.5K shares-16.69%2025-09-302025-10-23 IWR ISHARES TR10.7K shares-0.93%2025-09-302025-10-23 META META PLATFORMS INC1.4K shares0.00%2025-09-302025-10-23 KVUE KENVUE INC62.5K shares-57.19%2025-09-302025-10-23 TSLA TESLA INC2.2K shares0.91%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW7.9K shares0.00%2025-09-302025-10-23 IVE ISHARES TR4.3K shares-0.96%2025-09-302025-10-23 NKE NIKE INC12.8K shares-21.63%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC5.5K shares0.00%2025-09-302025-10-23 MMM 3M CO5.6K shares9.40%2025-09-302025-10-23 IVW ISHARES TR7.1K shares0.00%2025-09-302025-10-23 GEV GE VERNOVA INC1.4K shares0.00%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC4.6K shares0.00%2025-09-302025-10-23 ESGD ISHARES TR8.6K shares0.10%2025-09-302025-10-23 SITE SITEONE LANDSCAPE SUPPLY INC6.2K shares3.60%2025-09-302025-10-23 BC BRUNSWICK CORP12.5K shares-37.22%2025-09-302025-10-23 ESML ISHARES TR17.5K shares-5.53%2025-09-302025-10-23 D DOMINION ENERGY INC12.8K shares0.00%2025-09-302025-10-23 OTIS OTIS WORLDWIDE CORP8.5K shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO2.3K shares0.00%2025-09-302025-10-23 IBIT ISHARES BITCOIN TRUST ETF11.0K shares0.00%2025-09-302025-10-23 IAU ISHARES GOLD TR9.7K sharesnew addition2025-09-302025-10-23 VB VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-23 MBLY MOBILEYE GLOBAL INC45.2K shares-44.17%2025-09-302025-10-23 NTR NUTRIEN LTD10.8K shares0.00%2025-09-302025-10-23 EFG ISHARES TR5.5K shares0.00%2025-09-302025-10-23 AMGN AMGEN INC2.2K shares0.00%2025-09-302025-10-23 HON HONEYWELL INTL INC2.9K shares0.00%2025-09-302025-10-23 ACGL ARCH CAP GROUP LTD6.5K shares0.00%2025-09-302025-10-23 ZBH ZIMMER BIOMET HOLDINGS INC5.7K shares0.00%2025-09-302025-10-23 FDX FEDEX CORP2.3K shares0.00%2025-09-302025-10-23 DHR DANAHER CORPORATION2.7K shares-8.14%2025-09-302025-10-23 PFE PFIZER INC20.5K shares0.00%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC11.5K shares9.51%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC625 shares0.00%2025-09-302025-10-23 IEFA ISHARES TR5.6K shares0.00%2025-09-302025-10-23 DSI ISHARES TR3.9K shares2.13%2025-09-302025-10-23 GLD SPDR GOLD TR1.3K shares0.00%2025-09-302025-10-23 SHEL SHELL PLC6.5K shares0.00%2025-09-302025-10-23 MGK VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-23 NSC NORFOLK SOUTHN CORP1.5K shares0.00%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR1.6K sharesnew addition2025-09-302025-10-23 MO ALTRIA GROUP INC6.8K shares26.56%2025-09-302025-10-23 LLY ELI LILLY & CO575 shares-4.17%2025-09-302025-10-23 BDX BECTON DICKINSON & CO2.3K shares-2.14%2025-09-302025-10-23 LEN LENNAR CORP3.4K sharesnew addition2025-09-302025-10-23 QCOM QUALCOMM INC2.6K shares0.00%2025-09-302025-10-23 WFC WELLS FARGO CO NEW5.1K shares0.00%2025-09-302025-10-23 SMH VANECK ETF TRUST1.3K shares0.00%2025-09-302025-10-23 VRT VERTIV HOLDINGS CO2.8K shares0.00%2025-09-302025-10-23 BX BLACKSTONE INC2.4K shares0.00%2025-09-302025-10-23 T AT&T INC13.0K shares0.00%2025-09-302025-10-23 PPG PPG INDS INC3.4K shares0.00%2025-09-302025-10-23 CSCO CISCO SYS INC5.3K sharesnew addition2025-09-302025-10-23 AVY AVERY DENNISON CORP2.1K shares-1.34%2025-09-302025-10-23 SYY SYSCO CORP4.2K shares0.00%2025-09-302025-10-23 RSPE INVESCO EXCH TRADED FD TR II11.5K shares3.26%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC2.0K shares-0.92%2025-09-302025-10-23 MSA MSA SAFETY INC1.8K shares0.00%2025-09-302025-10-23 WTRG ESSENTIAL UTILS INC7.5K shares0.00%2025-09-302025-10-23 MS MORGAN STANLEY1.9K shares0.00%2025-09-302025-10-23 MCO MOODYS CORP620 shares0.00%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC849 shares0.00%2025-09-302025-10-23 FDS FACTSET RESH SYS INC1.0K shares0.00%2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF TR475 shares0.00%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2025-09-302025-10-23 DLN WISDOMTREE TR3.2K shares0.00%2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD983 shares0.00%2025-09-302025-10-23 NET CLOUDFLARE INC1.3K shares0.00%2025-09-302025-10-23 CMCSA COMCAST CORP NEW8.2K shares-4.65%2025-09-302025-10-23 IWO ISHARES TR800 shares0.00%2025-09-302025-10-23 PAYX PAYCHEX INC2.0K shares0.00%2025-09-302025-10-23 VTI VANGUARD INDEX FDS761 shares-8.97%2025-09-302025-10-23 BMY BRISTOL-MYERS SQUIBB CO5.5K shares0.00%2025-09-302025-10-23 IWV ISHARES TR650 shares0.00%2025-09-302025-10-23 ARES ARES MANAGEMENT CORPORATION1.5K shares0.00%2025-09-302025-10-23 CSX CSX CORP6.7K shares0.00%2025-09-302025-10-23 UL UNILEVER PLC4.0K shares0.00%2025-09-302025-10-23 MLPX GLOBAL X FDS3.7K shares0.00%2025-09-302025-10-23 CAVA CAVA GROUP INC3.8K sharesnew addition2025-09-302025-10-23 SYK STRYKER CORPORATION614 shares-22.77%2025-09-302025-10-23 CACI CACI INTL INC450 shares0.00%2025-09-302025-10-23 DRI DARDEN RESTAURANTS INC1.1K shares0.00%2025-09-302025-10-23 HUBB HUBBELL INC504 shares-2.14%2025-09-302025-10-23 IWF ISHARES TR454 sharesnew addition2025-09-302025-10-23 COF CAPITAL ONE FINL CORP993 shares0.00%2025-09-302025-10-23 WELL WELLTOWER INC1.2K shares-21.74%2025-09-302025-10-23 BLK BLACKROCK INC173 sharesnew addition2025-09-302025-10-23 SERA SERA PROGNOSTICS INC27.3K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available