0001606587-20-000896.txt : 20200810
0001606587-20-000896.hdr.sgml : 20200810
20200810101035
ACCESSION NUMBER: 0001606587-20-000896
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200810
DATE AS OF CHANGE: 20200810
EFFECTIVENESS DATE: 20200810
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 201087642
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-502-8300
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE
STREET 2: SUITE 770
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001424177
XXXXXXXX
06-30-2020
06-30-2020
false
Birch Hill Investment Advisors LLC
One International Place
Suite 770
Boston
MA
02110
13F HOLDINGS REPORT
028-12685
N
Robert "Rob" O'Neil
Managing Member/Treasurer/CCO
617-502-8300
Robert "Rob" O'Neil
Boston
MA
08-10-2020
0
139
1363580
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
1657
10624
SH
SOLE
NONE
10624
0
0
ABBOTT LABS
COM
002824100
2983
32629
SH
SOLE
NONE
31417
0
1212
ABBVIE INC
COM
00287Y109
2792
28440
SH
SOLE
NONE
28161
0
279
ACCENTURE LTD
SHS CLASS A
G1151C101
6104
28426
SH
SOLE
NONE
27276
0
1150
ADOBE SYS INC COM
COM
00724F101
636
1461
SH
SOLE
NONE
1461
0
0
AIR PRODUCTS & CHEMICALS
COM
009158106
2147
8892
SH
SOLE
NONE
8892
0
0
ALLEGION PLC
ORD SHS
G0176J109
1396
13658
SH
SOLE
NONE
13658
0
0
ALPHABET INC-CL A
CAP STK CL A
02079K305
49974
35241
SH
SOLE
NONE
33874
0
1367
ALPHABET INC-CL C
CAP STK CL C
02079K107
24594
17398
SH
SOLE
NONE
16963
0
435
AMAZON.COM INC
COM
023135106
86323
31290
SH
SOLE
NONE
30092
0
1198
AMERICAN EXPRESS CO
COM
025816109
662
6950
SH
SOLE
NONE
6950
0
0
AMGEN INC
COM
031162100
463
1963
SH
SOLE
NONE
1963
0
0
AMPHENOL CORP - CL A
CL A
032095101
3682
38427
SH
SOLE
NONE
38327
0
100
APPLE INC
COM
037833100
56876
155910
SH
SOLE
NONE
148378
0
7532
ARCH CAPITAL GROUP LTD ORD
ORD
G0450A105
289
10082
SH
SOLE
NONE
5874
0
4208
AT&T INC
COM
00206R102
880
29124
SH
SOLE
NONE
29124
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
4817
32352
SH
SOLE
NONE
30652
0
1700
AVERY DENNISON CORP
COM
053611109
260
2283
SH
SOLE
NONE
2283
0
0
BANK OF AMERICA CORP
COM
060505104
32082
1350811
SH
SOLE
NONE
1274111
0
76700
BECTON DICKINSON
COM
075887109
684
2858
SH
SOLE
NONE
2858
0
0
BERKSHIRE HATHAWAY CL A
CL A
084670108
267
1
SH
SOLE
NONE
1
0
0
BERKSHIRE HATHAWAY CL B
CL B NEW
084670702
51256
287135
SH
SOLE
NONE
276570
0
10565
BOOKING HOLDINGS INC
COM
09857L108
615
386
SH
SOLE
NONE
386
0
0
BOSTON PROPERTIES INC
COM
101121101
5503
60885
SH
SOLE
NONE
60885
0
0
BOSTON SCIENTIFIC CORP.
COM
101137107
358
10200
SH
SOLE
NONE
10200
0
0
BRISTOL MYERS SQUIBB
COM
110122108
1747
29716
SH
SOLE
NONE
29716
0
0
BROADCOM INC
COM
11135F101
1363
4320
SH
SOLE
NONE
4320
0
0
CAPITAL ONE FINANCIAL CORP
COM
14040H105
392
6264
SH
SOLE
NONE
6264
0
0
CARLISLE COS INC
COM
142339100
891
7445
SH
SOLE
NONE
7445
0
0
CARRIER GLOBAL CORP
COM
14448C104
1784
80273
SH
SOLE
NONE
79773
0
500
CATERPILLAR INC
COM
149123101
476
3759
SH
SOLE
NONE
3759
0
0
CDK GLOBAL INC
COM
12508E101
10791
260524
SH
SOLE
NONE
232959
0
27565
CHEVRON CORP
COM
166764100
1733
19426
SH
SOLE
NONE
19426
0
0
COCA-COLA CO
COM
191216100
3540
79226
SH
SOLE
NONE
78389
0
837
COLGATE PALMOLIVE
COM
194162103
13299
181533
SH
SOLE
NONE
160408
0
21125
COMCAST CL A
CL A
20030N101
5774
148136
SH
SOLE
NONE
148136
0
0
CONSTELLATION BRANDS CL A
CL A
21036P108
21906
125212
SH
SOLE
NONE
115012
0
10200
COSTCO WHOLESALE
COM
22160K105
31185
102849
SH
SOLE
NONE
100699
0
2150
CROWN CASTLE INTERNATIONAL COR
COM
22822V101
268
1600
SH
SOLE
NONE
1600
0
0
CVS HEALTH CORP
COM
126650100
42477
653798
SH
SOLE
NONE
622064
0
31734
DANAHER CORP DEL COM
COM
235851102
284
1607
SH
SOLE
NONE
1607
0
0
DEERE & CO
COM
244199105
598
3805
SH
SOLE
NONE
3605
0
200
DISNEY WALT CO
COM DISNEY
254687106
4656
41757
SH
SOLE
NONE
40857
0
900
DOMINION ENERGY, INC
COM
25746U109
1652
20355
SH
SOLE
NONE
20355
0
0
DONALDSON CO
COM
257651109
27523
591638
SH
SOLE
NONE
571588
0
20050
DOVER CORP
COM
260003108
632
6540
SH
SOLE
NONE
6540
0
0
DUKE ENERGY CORP
COM NEW
26441C204
630
7888
SH
SOLE
NONE
7888
0
0
DUPONT DE NEMOURS INC
COM
26614N102
203
3829
SH
SOLE
NONE
3829
0
0
EBAY INC
COM
278642103
241
4593
SH
SOLE
NONE
4593
0
0
ECOLAB INC
COM
278865100
62777
315540
SH
SOLE
NONE
302770
0
12770
EDWARDS LIFESCIENCES CORP
COM
28176E108
29643
428925
SH
SOLE
NONE
423585
0
5340
EMERSON ELEC CO
COM
291011104
2062
33240
SH
SOLE
NONE
32840
0
400
ESSENTIAL UTILITIES INC
COM
29670G102
282
6666
SH
SOLE
NONE
6666
0
0
EXXON MOBIL CORP
COM
30231G102
5047
112862
SH
SOLE
NONE
110912
0
1950
FACEBOOK INC
CL A
30303M102
30651
134983
SH
SOLE
NONE
126892
0
8091
FACTSET RESEARCH SYSTEMS INC C
COM
303075105
332
1012
SH
SOLE
NONE
1012
0
0
FEDEX CORP
COM
31428X106
511
3644
SH
SOLE
NONE
3644
0
0
FISERV INC
COM
337738108
62012
635234
SH
SOLE
NONE
609989
0
25245
GENERAL ELECTRIC
COM
369604103
416
60978
SH
SOLE
NONE
60360
0
618
GENERAL MILLS INC
COM
370334104
215
3480
SH
SOLE
NONE
2860
0
620
GENTEX CORP
COM
371901109
41106
1595115
SH
SOLE
NONE
1530645
0
64470
GRAINGER (W.W.) INC
COM
384802104
9129
29060
SH
SOLE
NONE
28290
0
770
HOME DEPOT INC
COM
437076102
3295
13155
SH
SOLE
NONE
12981
0
174
HONEYWELL INT'L
COM
438516106
212
1468
SH
SOLE
NONE
1468
0
0
IBM CORP
COM
459200101
761
6298
SH
SOLE
NONE
5702
0
596
IDEXX LABS CORP
COM
45168D104
726
2200
SH
SOLE
NONE
2200
0
0
ILLINOIS TOOL WORKS
COM
452308109
1701
9730
SH
SOLE
NONE
9730
0
0
ILLUMINA INC
COM
452327109
315
850
SH
SOLE
NONE
850
0
0
INTEL CORP
COM
458140100
10732
179372
SH
SOLE
NONE
173672
0
5700
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
10498
33898
SH
SOLE
NONE
33828
0
70
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
2607
14663
SH
SOLE
NONE
14638
0
25
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
1389
20333
SH
SOLE
NONE
20318
0
15
ISHARES RUSSELL 1000 INDEX FUN
RUS 1000 ETF
464287622
225
1309
SH
SOLE
NONE
1309
0
0
ISHARES TR RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
2381
16627
SH
SOLE
NONE
16627
0
0
ISHARES TR RUSSELL 3000 ETF
RUSSELL 3000 ETF
464287689
327
1818
SH
SOLE
NONE
1818
0
0
J P MORGAN CHASE & CO
COM
46625H100
10207
108517
SH
SOLE
NONE
106002
0
2515
JOHNSON & JOHNSON
COM
478160104
39950
284077
SH
SOLE
NONE
270053
0
14024
LABORATORY CORP OF AMER HLDGS
COM NEW
50540R409
17853
107475
SH
SOLE
NONE
99340
0
8135
LINDE PUBLIC LIMITED CO
SHS
G5494J103
1081
5097
SH
SOLE
NONE
4697
0
400
MARRIOTT INTL INC
CL A
571903202
399
4659
SH
SOLE
NONE
4659
0
0
MARSH & MCLENNAN
COM
571748102
60230
560953
SH
SOLE
NONE
537016
0
23937
MASTERCARD INC CL A
CL A
57636Q104
24587
83150
SH
SOLE
NONE
78625
0
4525
MC CORMICK & CO
COM NON VTG
579780206
9803
54642
SH
SOLE
NONE
52992
0
1650
MCDONALDS CORP
COM
580135101
879
4765
SH
SOLE
NONE
4765
0
0
MEDTRONICS PLC
SHS
G5960L103
237
2585
SH
SOLE
NONE
2585
0
0
MERCK & CO
COM
58933Y105
56654
732622
SH
SOLE
NONE
701407
0
31215
MICROSOFT CORP
COM
594918104
86761
426322
SH
SOLE
NONE
408622
0
17700
MONDELEZ INTERNATIONAL INC
CL A
609207105
28932
565845
SH
SOLE
NONE
531170
0
34675
MOODY'S CORPORATION
COM
615369105
212
770
SH
SOLE
NONE
770
0
0
MSA SAFETY INC
COM
553498106
206
1800
SH
SOLE
NONE
1800
0
0
NEXTERA ENERGY INC
COM
65339F101
3763
15668
SH
SOLE
NONE
14868
0
800
NIKE INC CL B
CL B
654106103
1397
14250
SH
SOLE
NONE
14250
0
0
NUTRIEN LTD
COM
67077M108
12298
383118
SH
SOLE
NONE
357318
0
25800
ORACLE CORP
COM
68389X105
2731
49418
SH
SOLE
NONE
49418
0
0
OTIS WORLDWIDE CORP
COM
68902V107
2618
46043
SH
SOLE
NONE
45793
0
250
PEPSICO INC
COM
713448108
13202
99818
SH
SOLE
NONE
97968
0
1850
PFIZER INC
COM
717081103
1430
43716
SH
SOLE
NONE
43716
0
0
PHILIP MORRIS INTERNATIONAL IN
COM
718172109
336
4800
SH
SOLE
NONE
4800
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
406
9700
SH
SOLE
NONE
9700
0
0
PPG INDS INC
COM
693506107
339
3200
SH
SOLE
NONE
3200
0
0
PROCTER & GAMBLE CO
COM
742718109
35976
300880
SH
SOLE
NONE
283270
0
17610
QUALCOMM INC
COM
747525103
219
2400
SH
SOLE
NONE
2400
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
7376
119701
SH
SOLE
NONE
117626
0
2075
ROCKWELL AUTOMATION INC
COM
773903109
1655
7772
SH
SOLE
NONE
7422
0
350
ROPER TECHNOLOGIES, INC
COM
776696106
938
2415
SH
SOLE
NONE
2415
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
253
7749
SH
SOLE
NONE
7749
0
0
S&P GLOBAL INC.
COM
78409V104
2983
9055
SH
SOLE
NONE
9055
0
0
SALESFORCE.COM INC
COM
79466L302
2269
12112
SH
SOLE
NONE
12112
0
0
SCHLUMBERGER LTD
COM
806857108
292
15876
SH
SOLE
NONE
15876
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
381
2277
SH
SOLE
NONE
2277
0
0
SPDR S&P 500 ETF TRUST
TR UNIT
78462F103
1139
3693
SH
SOLE
NONE
2993
0
700
SYNCHRONY FINANCIAL
COM
87165B103
403
18175
SH
SOLE
NONE
18175
0
0
SYSCO CORPORATION
COM
871829107
388
7096
SH
SOLE
NONE
7096
0
0
TESLA INC
COM
88160R101
346
320
SH
SOLE
NONE
320
0
0
THERMO FISHER SCIENTIFIC
COM
883556102
2859
7890
SH
SOLE
NONE
7890
0
0
TJX COMPANIES
COM
872540109
41836
827447
SH
SOLE
NONE
791277
0
36170
TRANE TECHNOLOGIES PLC
SHS
G8994E103
3237
36380
SH
SOLE
NONE
36380
0
0
UNILEVER NV -NY SHARES
N Y SHS NEW
904784709
373
6993
SH
SOLE
NONE
6993
0
0
UNION PACIFIC CORP
COM
907818108
6196
36649
SH
SOLE
NONE
33584
0
3065
UNITED PARCEL SERVICE
CL B
911312106
27507
247409
SH
SOLE
NONE
233174
0
14235
US BANCORP
COM NEW
902973304
6803
184755
SH
SOLE
NONE
184505
0
250
VANGUARD MID-CAP ETF
MID CAP ETF
922908629
633
3861
SH
SOLE
NONE
3861
0
0
VANGUARD S&P 500
S&P 500 ETF SHS
922908363
497
1752
SH
SOLE
NONE
1752
0
0
VANGUARD US STOCK INDEX ETF
TOTAL STK MKT
922908769
675
4311
SH
SOLE
NONE
4311
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1189
21569
SH
SOLE
NONE
20569
0
1000
WABTEC CORP
COM
929740108
15856
275417
SH
SOLE
NONE
257657
0
17760
WAL MART STORES INC
COM
931142103
1200
10019
SH
SOLE
NONE
9911
0
108
WASTE MANAGEMENT INC
COM
94106L109
543
5129
SH
SOLE
NONE
4645
0
484
WATTS WATER TECHNOLOGIES - A
CL A
942749102
3041
37548
SH
SOLE
NONE
37548
0
0
WELLS FARGO & CO
COM
949746101
2170
84775
SH
SOLE
NONE
84775
0
0
ZIMMER BIOMET HOLDINGS
COM
98956P102
10978
91976
SH
SOLE
NONE
90501
0
1475
BRISTOL-MYERS SQUIBB CO - RIGH
RIGHT 99/99/9999
110122157
78
21900
SH
SOLE
NONE
21900
0
0
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
379
6626
SH
SOLE
NONE
6626
0
0
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
5190
85267
SH
SOLE
NONE
84617
0
650
ISHARES MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
473
5691
SH
SOLE
NONE
5691
0
0
ISHARES MSCI EMERGING MKTS ETF
MSCI EMG MKT ETF
464287234
2497
62445
SH
SOLE
NONE
62445
0
0
SPDR S&P EMERGING ASIA PACIFIC
ASIA PACIF ETF
78463X301
291
2931
SH
SOLE
NONE
2931
0
0
VANGUARD FTSE EMERGING MARKETS
FTSE EMR MKT ETF
922042858
5031
127019
SH
SOLE
NONE
126099
0
920
VANGUARD FTSE ETF DEVELOPED MA
FTSE DEV MKT ETF
921943858
2222
57278
SH
SOLE
NONE
57243
0
35