0001172661-15-001170.txt : 20150515 0001172661-15-001170.hdr.sgml : 20150515 20150515103932 ACCESSION NUMBER: 0001172661-15-001170 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC CENTRAL INDEX KEY: 0001424177 IRS NUMBER: 208723327 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-12685 FILM NUMBER: 15866368 BUSINESS ADDRESS: STREET 1: 24 FEDERAL STREET STREET 2: 10TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-502-8300 MAIL ADDRESS: STREET 1: 24 FEDERAL STREET STREET 2: 10TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001424177 XXXXXXXX 03-31-2015 03-31-2015 true 1 RESTATEMENT false Birch Hill Investment Advisors LLC

24 Federal Street 10th Floor Boston MA 02110

13F HOLDINGS REPORT 028-12685 N John B. Stiles 617-502-8324 /s/ John B. Stiles Boston MA 05-15-2015 0 177 978761 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579y101 3229 19578 SH SOLE 19528 0 50 ABBOTT LABS COM 002824100 1487 32102 SH SOLE 31558 0 544 ABBVIE INC COM 00287y109 1792 30604 SH SOLE 30183 0 421 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 19 200 SH OTR 200 0 0 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 2986 31873 SH SOLE 29748 0 2125 ADOBE SYS INC COM 00724f101 274 3700 SH SOLE 3700 0 0 AIR PRODS & CHEMS INC COM 009158106 38 250 SH OTR 250 0 0 AIR PRODS & CHEMS INC COM 009158106 3767 24898 SH SOLE 24623 0 275 AMAZON COM INC COM 023135106 19 50 SH OTR 50 0 0 AMAZON COM INC COM 023135106 25560 68690 SH SOLE 64530 0 4160 AMERICAN EXPRESS CO COM 025816109 271 3472 SH SOLE 3472 0 0 AMGEN INC COM 031162100 394 2463 SH SOLE 2463 0 0 ANADARKO PETE CORP COM 032511107 2271 27425 SH SOLE 27125 0 300 APACHE CORP COM 037411105 2028 33620 SH SOLE 33420 0 200 APPLE INC COM 037833100 76 607 SH OTR 607 0 0 APPLE INC COM 037833100 15014 120659 SH SOLE 110604 0 10055 ARCH CAP GROUP LTD ORD g0450a105 248 4019 SH SOLE 1958 0 2061 AT&T INC COM 00206r102 33 1000 SH OTR 1000 0 0 AT&T INC COM 00206r102 1401 42910 SH SOLE 42910 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 3249 37933 SH SOLE 34933 0 3000 AVERY DENNISON CORP COM 053611109 381 7200 SH SOLE 7200 0 0 BAKER HUGHES INC COM 057224107 4101 64500 SH SOLE 63500 0 1000 BAXTER INTL INC COM 071813109 18111 264401 SH SOLE 243336 0 21065 BB&T CORP COM 054937107 312 8006 SH SOLE 8006 0 0 BECTON DICKINSON & CO COM 075887109 98 685 SH OTR 685 0 0 BECTON DICKINSON & CO COM 075887109 362 2518 SH SOLE 2433 0 85 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1087 5 SH SOLE 2 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9 61 SH OTR 61 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6573 45542 SH SOLE 42927 0 2615 BOEING CO COM 097023105 785 5232 SH SOLE 5232 0 0 BOSTON PROPERTIES INC COM 101121101 7466 53148 SH SOLE 53148 0 0 BP PLC SPONSORED ADR 055622104 212 5414 SH SOLE 5414 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 736 11412 SH SOLE 11412 0 0 CAMERON INTERNATIONAL CORP COM 13342b105 7 150 SH OTR 150 0 0 CAMERON INTERNATIONAL CORP COM 13342b105 5706 126460 SH SOLE 113385 0 13075 CAPITAL ONE FINL CORP COM 14040h105 45 570 SH OTR 570 0 0 CAPITAL ONE FINL CORP COM 14040h105 28552 362242 SH SOLE 340192 0 22050 CARLISLE COS INC COM 142339100 754 8136 SH SOLE 8136 0 0 CARNIVAL CORP PAIRED CTF 143658300 6647 138937 SH SOLE 132537 0 6400 CATERPILLAR INC DEL COM 149123101 270 3374 SH SOLE 3374 0 0 CDK GLOBAL INC COM 12508e101 9 200 SH OTR 200 0 0 CDK GLOBAL INC COM 12508e101 9666 206712 SH SOLE 178112 0 28600 CELGENE CORP COM 151020104 33694 292282 SH SOLE 277222 0 15060 CELGENE CORP COM 151020104 69 600 SH OTR 600 0 0 CHEVRON CORP NEW COM 166764100 2420 23052 SH SOLE 23052 0 0 CHUBB CORP COM 171232101 40 400 SH OTR 400 0 0 CHUBB CORP COM 171232101 687 6793 SH SOLE 6793 0 0 CIGNA CORPORATION COM 125509109 473 3658 SH SOLE 3658 0 0 CLOROX CO DEL COM 189054109 339 3068 SH SOLE 3068 0 0 COCA COLA CO COM 191216100 7370 181745 SH SOLE 167875 0 13870 COLGATE PALMOLIVE CO COM 194162103 42 600 SH OTR 600 0 0 COLGATE PALMOLIVE CO COM 194162103 14080 203063 SH SOLE 183713 0 19350 COMCAST CORP NEW CL A 20030n101 281 4976 SH SOLE 4976 0 0 COMCAST CORP NEW CL A SPL 20030n200 3337 59520 SH SOLE 57220 0 2300 CONOCOPHILLIPS COM 20825c104 207 3321 SH SOLE 3321 0 0 COSTCO WHSL CORP NEW COM 22160k105 15 100 SH OTR 100 0 0 COSTCO WHSL CORP NEW COM 22160k105 16764 110655 SH SOLE 101640 0 9015 CVS HEALTH CORP COM 126650100 3171 30722 SH SOLE 28853 0 1869 DISNEY WALT CO COM DISNEY 254687106 985 9388 SH SOLE 9388 0 0 DOMINION RES INC VA NEW COM 25746u109 1649 23265 SH SOLE 23265 0 0 DONALDSON INC COM 257651109 43 1150 SH OTR 1150 0 0 DONALDSON INC COM 257651109 26914 713705 SH SOLE 677355 0 36350 DOVER CORP COM 260003108 575 8325 SH SOLE 8325 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 670 9373 SH SOLE 9373 0 0 DUKE ENERGY CORP NEW COM NEW 26441c204 751 9787 SH SOLE 9787 0 0 E M C CORP MASS COM 268648102 38 1500 SH OTR 1500 0 0 E M C CORP MASS COM 268648102 13185 515843 SH SOLE 486343 0 29500 EATON VANCE CORP COM NON VTG 278265103 6 150 SH OTR 150 0 0 EATON VANCE CORP COM NON VTG 278265103 16843 404485 SH SOLE 372385 0 32100 EBAY INC COM 278642103 40 700 SH OTR 700 0 0 EBAY INC COM 278642103 16192 280715 SH SOLE 267165 0 13550 ECOLAB INC COM 278865100 34 300 SH OTR 300 0 0 ECOLAB INC COM 278865100 35292 308547 SH SOLE 289767 0 18780 EDWARDS LIFESCIENCES CORP COM 28176e108 24861 174514 SH SOLE 167064 0 7450 EMERSON ELEC CO COM 291011104 2827 49925 SH SOLE 49425 0 500 EXXON MOBIL CORP COM 30231g102 12809 150697 SH SOLE 145572 0 5125 FEDEX CORP COM 31428x106 13406 81025 SH SOLE 72900 0 8125 FISERV INC COM 337738108 64 800 SH OTR 800 0 0 FISERV INC COM 337738108 45943 578623 SH SOLE 546733 0 31890 GENERAL ELECTRIC CO COM 369604103 41 1640 SH OTR 1640 0 0 GENERAL ELECTRIC CO COM 369604103 22561 909362 SH SOLE 866087 0 43275 GENERAL MLS INC COM 370334104 255 4500 SH SOLE 4500 0 0 GENTEX CORP COM 371901109 66 3600 SH OTR 3600 0 0 GENTEX CORP COM 371901109 43549 2379700 SH SOLE 2246980 0 132720 GILEAD SCIENCES INC COM 375558103 334 3406 SH SOLE 3406 0 0 GOLDMAN SACHS GROUP INC COM 38141g104 6 30 SH OTR 30 0 0 GOLDMAN SACHS GROUP INC COM 38141g104 12627 67173 SH SOLE 61948 0 5225 GOOGLE INC CL A 38259p508 18527 33400 SH SOLE 32210 0 1190 GOOGLE INC CL A 38259p508 19 35 SH OTR 35 0 0 GOOGLE INC CL C 38259p706 25 45 SH OTR 45 0 0 GOOGLE INC CL C 38259p706 11548 21073 SH SOLE 19768 0 1305 GRAINGER W W INC COM 384802104 5588 23696 SH SOLE 21446 0 2250 HELMERICH & PAYNE INC COM 423452101 272 4000 SH SOLE 4000 0 0 HOME DEPOT INC COM 437076102 1059 9321 SH SOLE 9321 0 0 HUBBELL INC CL B 443510201 505 4606 SH SOLE 4606 0 0 IDEXX LABS INC COM 45168d104 317 2050 SH SOLE 2050 0 0 ILLINOIS TOOL WKS INC COM 452308109 798 8210 SH SOLE 8210 0 0 ILLUMINA INC COM 452327109 223 1200 SH SOLE 1200 0 0 INGERSOLL-RAND PLC SHS g47791101 639 9380 SH SOLE 9380 0 0 INTEL CORP COM 458140100 978 31273 SH SOLE 31193 0 80 INTERNATIONAL BUSINESS MACHS COM 459200101 3980 24799 SH SOLE 23809 0 990 ISHARES EAFE GRWTH ETF 464288885 482 6879 SH SOLE 6879 0 0 ISHARES MSCI ACWI US ETF 464288240 236 5288 SH SOLE 5288 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1393 9166 SH SOLE 9166 0 0 ISHARES TR CORE S&P500 ETF 464287200 5188 24964 SH SOLE 24964 0 0 ISHARES TR MSCI EAFE ETF 464287465 4428 69011 SH SOLE 66838 0 2173 ISHARES TR MSCI EMG MKT ETF 464287234 2930 73006 SH SOLE 71561 0 1445 ISHARES TR RUS 1000 ETF 464287622 228 1965 SH SOLE 1965 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 964 7752 SH SOLE 7752 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 335 2707 SH SOLE 2707 0 0 ISHARES TR S&P 100 ETF 464287101 377 4181 SH SOLE 4181 0 0 JOHNSON & JOHNSON COM 478160104 32126 319347 SH SOLE 301372 0 17975 JPMORGAN CHASE & CO COM 46625h100 7353 121374 SH SOLE 119799 0 1575 MARKET VECTORS ETF TR OIL SVCS ETF 57060u191 4259 126340 SH SOLE 123840 0 2500 MARRIOTT INTL INC NEW CL A 571903202 485 6037 SH SOLE 6037 0 0 MARSH & MCLENNAN COS INC COM 571748102 45 800 SH OTR 800 0 0 MARSH & MCLENNAN COS INC COM 571748102 34658 617902 SH SOLE 587053 0 30849 MASTERCARD INC CL A 57636q104 7 80 SH OTR 80 0 0 MASTERCARD INC CL A 57636q104 4124 47740 SH SOLE 44765 0 2975 MCCORMICK & CO INC COM NON VTG 579780206 5881 76263 SH SOLE 72888 0 3375 MCDONALDS CORP COM 580135101 49 500 SH OTR 500 0 0 MCDONALDS CORP COM 580135101 436 4475 SH SOLE 4475 0 0 MEDTRONIC PLC SHS G5960L103 209 2685 SH SOLE 2685 0 0 MERCK & CO INC NEW COM 58933y105 34 600 SH OTR 600 0 0 MERCK & CO INC NEW COM 58933y105 19775 344040 SH SOLE 322140 0 21900 MICROSOFT CORP COM 594918104 49 1200 SH OTR 1200 0 0 MICROSOFT CORP COM 594918104 22045 542247 SH SOLE 507947 0 34300 MONSANTO CO NEW COM 61166w101 6 50 SH OTR 50 0 0 MONSANTO CO NEW COM 61166w101 4702 41785 SH SOLE 39485 0 2300 MOODYS CORP COM 615369105 249 2400 SH SOLE 2400 0 0 NEXTERA ENERGY INC COM 65339f101 1958 18818 SH SOLE 17018 0 1800 NIKE INC CL B 654106103 8 80 SH OTR 80 0 0 NIKE INC CL B 654106103 316 3150 SH SOLE 3150 0 0 ORACLE CORP COM 68389x105 15166 351470 SH SOLE 343920 0 7550 PEPSICO INC COM 713448108 7 70 SH OTR 70 0 0 PEPSICO INC COM 713448108 10828 113240 SH SOLE 109740 0 3500 PFIZER INC COM 717081103 10 300 SH OTR 300 0 0 PFIZER INC COM 717081103 1216 34960 SH SOLE 34960 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 1582 42660 SH SOLE 37660 0 5000 POTASH CORP SASK INC COM 73755l107 3026 93825 SH SOLE 80325 0 13500 POWERSHARES ETF TRUST WNDRHLL CLN EN 73935x500 301 54000 SH SOLE 54000 0 0 PPG INDS INC COM 693506107 451 2000 SH SOLE 2000 0 0 PRAXAIR INC COM 74005p104 6 50 SH OTR 50 0 0 PRAXAIR INC COM 74005p104 606 5016 SH SOLE 4216 0 800 PRECISION CASTPARTS CORP COM 740189105 913 4349 SH SOLE 4349 0 0 PROCTER & GAMBLE CO COM 742718109 4457 54396 SH SOLE 54246 0 150 QUALCOMM INC COM 747525103 16122 232508 SH SOLE 217443 0 15065 ROPER INDS INC NEW COM 776696106 622 3615 SH SOLE 3615 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 794 13308 SH SOLE 13308 0 0 SCHLUMBERGER LTD COM 806857108 29689 355816 SH SOLE 337331 0 18485 SPDR INDEX SHS FDS ASIA PACIF ETF 78463x301 568 6448 SH SOLE 6448 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 511 2473 SH SOLE 2473 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467y107 216 780 SH SOLE 780 0 0 SYNCHRONY FINL COM 87165B103 8 250 SH OTR 250 0 0 SYNCHRONY FINL COM 87165B103 23949 789085 SH SOLE 738935 0 50150 SYSCO CORP COM 871829107 10738 284604 SH SOLE 262554 0 22050 THERMO FISHER SCIENTIFIC INC COM 883556102 2014 14990 SH SOLE 14590 0 400 TJX COS INC NEW COM 872540109 67 950 SH OTR 950 0 0 TJX COS INC NEW COM 872540109 40444 577354 SH SOLE 542044 0 35310 TORONTO DOMINION BK ONT COM NEW 891160509 429 10022 SH SOLE 10022 0 0 UNILEVER N V N Y SHS NEW 904784709 894 21417 SH SOLE 21417 0 0 UNION PAC CORP COM 907818108 955 8814 SH SOLE 8814 0 0 UNITED PARCEL SERVICE INC CL B 911312106 29 300 SH OTR 300 0 0 UNITED PARCEL SERVICE INC CL B 911312106 20465 211111 SH SOLE 197196 0 13915 UNITED TECHNOLOGIES CORP COM 913017109 47 400 SH OTR 400 0 0 UNITED TECHNOLOGIES CORP COM 913017109 20184 172221 SH SOLE 162421 0 9800 US BANCORP DEL COM NEW 902973304 2010 46026 SH SOLE 46026 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 424 3195 SH SOLE 3195 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1047 25608 SH SOLE 24408 0 1200 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1512 37967 SH SOLE 37967 0 0 VERIZON COMMUNICATIONS INC COM 92343v104 1057 21735 SH SOLE 21735 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1683 19880 SH SOLE 19880 0 0 WASTE MGMT INC DEL COM 94106l109 979 18044 SH SOLE 17560 0 484 WELLS FARGO & CO NEW COM 949746101 44 800 SH OTR 800 0 0 WELLS FARGO & CO NEW COM 949746101 22235 408734 SH SOLE 392584 0 16150 ZIMMER HLDGS INC COM 98956p102 9037 76894 SH SOLE 74244 0 2650 ZIMMER HLDGS INC COM 98956p102 6 50 SH OTR 50 0 0