Birch Hill Investment Advisors LLC Reduced Holdings in Q1 2025

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-134K
- 90.43%
$161.05 - $222.93 $21.6M - $29.9M
14.2K $2.61M
GOOGL
Alphabet Inc.

Communication Services
-13.8K
- 3.0%
$154.33 - $206.19 $2.13M - $2.84M
446K $68.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.69K
- 0.85%
$190.26 - $242.06 $893K - $1.14M
547K $104M
MRK
Merck & Co., Inc.

Healthcare
-142K
- 48.07%
$83.01 - $101.02 $11.8M - $14.3M
153K $13.7M
GOOG
Alphabet Inc.

Communication Services
-5.34K
- 2.39%
$156.06 - $207.71 $833K - $1.11M
218K $34M
GNTX
Gentex Corp

Consumer Cyclical
-180K
- 36.2%
$23.3 - $28.48 $4.19M - $5.12M
317K $7.38M
FISV
Fiserv Inc

Technology
-38.7K
- 6.77%
N/A
532K $66.7M
ADBE
Adobe Inc.

Technology
-3.2K
- 6.44%
$377.84 - $464.11 $1.21M - $1.49M
46.5K $17.8M
MBLY
Mobileye Global Inc.
-102K
- 22.49%
$14.24 - $21.85 $1.45M - $2.23M
352K $5.31M
BAC
Bank Of America Corp

Financial Services
-50.3K
- 18.44%
$39.61 - $47.74 $1.99M - $2.4M
222K $9.28M
MAS
Masco Corp

Industrials
-25.7K
- 40.76%
$68.67 - $81.85 $1.77M - $2.1M
37.4K $2.6M
AVGO
Broadcom Inc.

Technology
-525
- 1.8%
$167.43 - $244.7 $87.9K - $128K
28.7K $4.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-7.84K
- 34.01%
$175.5 - $209.86 $1.38M - $1.64M
15.2K $2.76M
PEP
Pepsico Inc

Consumer Defensive
-9.5K
- 12.2%
$142.64 - $156.42 $1.35M - $1.49M
68.4K $10.3M
GWW
W.W. Grainger, Inc.

Industrials
-198
- 0.97%
$953.54 - $1132.42 $189K - $224K
20.2K $20M
INTU
Intuit Inc

Technology
-400
- 0.47%
$555.63 - $630.23 $222K - $252K
85.6K $52.5M
NKE
Nike, Inc.

Consumer Cyclical
-11.1K
- 30.11%
$63.29 - $81.72 $704K - $908K
25.8K $1.64M
TJX
Tjx Companies Inc

Consumer Cyclical
-14.7K
- 2.29%
$112.81 - $126.16 $1.66M - $1.86M
628K $76.5M
COST
Costco Wholesale Corp

Consumer Defensive
-2.41K
- 6.16%
$890.62 - $1076.86 $2.14M - $2.59M
36.7K $34.7M
ORCL
Oracle Corp

Technology
-1.24K
- 3.59%
$139.81 - $186.47 $173K - $231K
33.3K $4.66M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-10.5K
- 63.71%
$98.98 - $113.18 $1.04M - $1.19M
5.99K $678K
HAYW
Hayward Holdings, Inc.

Industrials
-25K
- 7.27%
$13.64 - $15.26 $341K - $382K
319K $4.44M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.09K
- 7.66%
$96.3 - $112.23 $298K - $347K
37.3K $3.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.46K
- 14.5%
$283.24 - $338.07 $695K - $830K
14.5K $4.27M
BXP
Boston Properties Inc

Real Estate
-3.2K
- 5.42%
$63.97 - $74.91 $205K - $240K
55.8K $3.75M
CMCSA
Comcast Corp

Communication Services
-15K
- 63.55%
$33.19 - $38.23 $496K - $572K
8.58K $316K
DIS
Walt Disney CO

Communication Services
-2.78K
- 12.17%
$96.87 - $114.0 $269K - $317K
20K $1.98M
USB
Us Bancorp \De\

Financial Services
-5.14K
- 9.05%
$40.92 - $50.9 $210K - $262K
51.6K $2.18M
CAT
Caterpillar Inc

Industrials
-21
- 0.51%
$326.75 - $407.63 $6.86K - $8.56K
4.1K $1.35M
CVS
Cvs Health Corp

Healthcare
-15.2K
- 39.0%
$44.22 - $68.64 $671K - $1.04M
23.7K $1.61M
BMY
Bristol Myers Squibb CO

Healthcare
-2.52K
- 31.53%
$53.9 - $63.11 $136K - $159K
5.48K $334K
CARR
Carrier Global Corp

Industrials
-237
- 1.12%
$62.07 - $70.55 $14.7K - $16.7K
20.9K $1.32M
UL
Unilever PLC

Consumer Defensive
-2.02K
- 33.55%
$54.72 - $60.29 $111K - $122K
4K $238K
UNH
Unitedhealth Group Inc

Healthcare
-221
- 19.04%
$461.52 - $548.18 $102K - $121K
940 $492K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-72
- 3.38%
$507.05 - $563.67 $36.5K - $40.6K
2.06K $1.06M
PFE
Pfizer Inc

Healthcare
-2.15K
- 9.37%
$25.01 - $27.13 $53.8K - $58.3K
20.8K $527K
CL
Colgate Palmolive CO

Consumer Defensive
-2.79K
- 4.26%
$85.68 - $97.5 $239K - $272K
62.7K $5.87M
SYY
Sysco Corp

Consumer Defensive
-852
- 16.71%
$70.0 - $77.13 $59.6K - $65.7K
4.25K $318K
HON
Honeywell International Inc

Industrials
-30
- 1.03%
$202.75 - $226.52 $6.08K - $6.8K
2.87K $608K
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 0.46%
$82.81 - $92.93 $4.14K - $4.65K
10.8K $920K
MS
Morgan Stanley

Financial Services
-100
- 4.83%
$111.68 - $141.08 $11.2K - $14.1K
1.97K $229K
AVY
Avery Dennison Corp

Industrials
-28
- 1.28%
$174.58 - $195.91 $4.89K - $5.49K
2.17K $385K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.63%
$522.96 - $601.18 $1.57K - $1.8K
475 $253K
QCOM
Qualcomm Inc

Technology
-10
- 0.39%
$151.94 - $175.86 $1.52K - $1.76K
2.56K $393K
Ge Vernova Inc
-65
- 4.54%
N/A
1.37K $0
Linde PLC
-125
- 2.44%
N/A
5K $0
Kenvue Inc
-51.9K
- 28.12%
N/A
133K $0
Ishares Bitcoin Trust ETF
-3.3K
- 23.08%
N/A
11K $0
D
Dominion Energy, Inc

Utilities
-750
- 3.73%
$52.85 - $57.43 $39.6K - $43.1K
19.3K $1.08M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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