Birch Hill Investment Advisors LLC Reduced Holdings in Q4 2025

Birch Hill Investment Advisors LLC

  • $2.35 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-431
- 0.1%
$176.58 - $207.02 $76.1K - $89.2K
439K $79.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-104K
- 53.51%
$55.57 - $63.17 $5.79M - $6.58M
90.6K $5.03M
ADBE
Adobe Inc.

Technology
-19.1K
- 87.3%
$325.07 - $359.91 $6.2M - $6.87M
2.78K $902K
FISV
Fiserv Inc

Technology
-50.3K
- 9.35%
N/A
488K $61.1M
ECL
Ecolab Inc.

Basic Materials
-578
- 0.2%
$253.06 - $281.35 $146K - $163K
293K $75.9M
MSFT
Microsoft Corp

Technology
-1.67K
- 0.59%
$496.82 - $542.07 $832K - $907K
283K $143M
MA
Mastercard Inc

Financial Services
-2.53K
- 4.18%
$536.85 - $580.45 $1.36M - $1.47M
58K $31.1M
CSL
Carlisle Companies Inc

Industrials
-5.56K
- 10.46%
$306.54 - $340.49 $1.7M - $1.89M
47.6K $14.6M
ORCL
Oracle Corp

Technology
-2.68K
- 8.49%
$217.57 - $313.0 $582K - $837K
28.8K $6.34M
JPM
Jpmorgan Chase & CO

Financial Services
-2.24K
- 2.26%
$294.11 - $320.41 $660K - $719K
96.8K $29.1M
GNTX
Gentex Corp

Consumer Cyclical
-42.3K
- 20.1%
$22.89 - $27.94 $967K - $1.18M
168K $3.85M
ADP
Automatic Data Processing Inc

Industrials
-438
- 1.56%
$250.9 - $292.94 $110K - $128K
27.6K $6.92M
KR
Kroger CO

Consumer Defensive
-10.7K
- 1.33%
$63.15 - $69.15 $674K - $738K
793K $52.9M
KMX
Carmax Inc

Consumer Cyclical
-19.9K
- 55.02%
$30.88 - $46.81 $616K - $933K
16.3K $561K
ROP
Roper Technologies Inc

Industrials
-1.09K
- 12.12%
$443.27 - $520.0 $483K - $567K
7.9K $3.55M
UBER
Uber Technologies, Inc

Technology
-885
- 0.75%
$91.62 - $100.1 $81.1K - $88.6K
117K $10.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-11.9K
- 1.95%
$138.56 - $147.63 $1.65M - $1.76M
599K $87.6M
ACN
Accenture PLC

Technology
-2.52K
- 9.62%
$234.02 - $253.35 $590K - $638K
23.7K $5.71M
COST
Costco Wholesale Corp

Consumer Defensive
-259
- 0.73%
$910.94 - $954.99 $236K - $247K
35.3K $32.2M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 0.43%
$358.03 - $397.02 $21.5K - $23.8K
13.9K $4.98M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.28K
- 12.38%
$237.56 - $271.47 $305K - $348K
9.07K $2.35M
ABBV
Abb Vie Inc.

Healthcare
-1.83K
- 6.56%
$211.96 - $244.38 $387K - $446K
26K $6.08M
ABT
Abbott Laboratories

Healthcare
-1.59K
- 6.07%
$123.62 - $134.59 $196K - $213K
24.5K $3.19M
HON
Honeywell International Inc

Industrials
-1.35K
- 47.01%
$194.07 - $220.67 $262K - $298K
1.52K $298K
CVX
Chevron Corp

Energy
-1.9K
- 14.14%
$148.9 - $157.72 $283K - $300K
11.5K $1.79M
BAC
Bank Of America Corp

Financial Services
-5.14K
- 2.53%
$48.65 - $54.11 $250K - $278K
198K $10.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.25K
- 3.27%
$63.83 - $68.91 $144K - $155K
66.7K $4.35M
ITW
Illinois Tool Works Inc

Industrials
-400
- 4.37%
$242.03 - $260.73 $96.8K - $104K
8.76K $2.14M
DIS
Walt Disney CO

Communication Services
-739
- 4.2%
$105.69 - $116.65 $78.1K - $86.2K
16.9K $1.78M
CARR
Carrier Global Corp

Industrials
-2.2K
- 10.95%
$54.1 - $60.75 $119K - $134K
17.9K $967K
CRM
Salesforce, Inc.

Technology
-840
- 9.1%
$235.69 - $263.41 $198K - $221K
8.39K $1.99M
UNP
Union Pacific Corp

Industrials
-295
- 3.54%
$216.37 - $237.41 $63.8K - $70K
8.03K $1.78M
USB
Us Bancorp \De\

Financial Services
-500
- 0.99%
$45.28 - $48.26 $22.6K - $24.1K
50.1K $2.28M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.4K
- 19.4%
$43.95 - $46.24 $149K - $157K
14.1K $625K
MBLY
Mobileye Global Inc.
-6.15K
- 13.58%
$12.32 - $15.54 $75.7K - $95.5K
39.1K $481K
CL
Colgate Palmolive CO

Consumer Defensive
-1.12K
- 2.3%
$74.98 - $79.86 $84.1K - $89.6K
47.7K $3.76M
MO
Altria Group, Inc.

Consumer Defensive
-1.43K
- 20.98%
$56.38 - $66.65 $80.8K - $95.6K
5.4K $313K
EMR
Emerson Electric CO

Industrials
-156
- 0.53%
$126.01 - $140.03 $19.7K - $21.8K
29.5K $3.76M
T
At&T Inc.

Communication Services
-3.37K
- 25.93%
$24.44 - $27.55 $82.4K - $92.9K
9.63K $245K
SYY
Sysco Corp

Consumer Defensive
-1.16K
- 27.88%
$72.9 - $83.27 $84.7K - $96.8K
3.01K $224K
CVS
Cvs Health Corp

Healthcare
-2.37K
- 10.0%
$76.69 - $83.04 $182K - $197K
21.4K $1.67M
IVE
Ishares S&P 500 Value ETF

ETFs
-600
- 13.88%
$202.52 - $212.07 $122K - $127K
3.72K $780K
OTIS
Otis Worldwide Corp

Industrials
-1K
- 11.71%
$88.77 - $93.38 $88.8K - $93.4K
7.54K $669K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-430
- 7.49%
$87.55 - $103.98 $37.6K - $44.7K
5.31K $477K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-655
- 16.89%
$123.63 - $130.75 $81K - $85.6K
3.22K $408K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
-2.69K
- 23.28%
$28.24 - $29.43 $75.9K - $79.1K
8.86K $255K
VZ
Verizon Communications Inc

Communication Services
-1K
- 8.69%
$38.4 - $43.83 $38.4K - $43.8K
10.5K $431K
CMCSA
Comcast Corp

Communication Services
-1.26K
- 15.41%
$26.98 - $31.09 $34K - $39.2K
6.92K $188K
INTC
Intel Corp

Technology
-2.95K
- 8.49%
$34.71 - $41.53 $102K - $123K
31.8K $1.1M
Activity Summary
Buys All Purchases 59 New Holdings 10 Increased Positions 49 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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