0001606587-20-001100.txt : 20201022
0001606587-20-001100.hdr.sgml : 20201022
20201022105349
ACCESSION NUMBER: 0001606587-20-001100
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201022
DATE AS OF CHANGE: 20201022
EFFECTIVENESS DATE: 20201022
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: 201252281
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
09-30-2020
09-30-2020
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
10-22-2020
0
141
1503443
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
1695
10583
SH
SOLE
NONE
10583
0
0
ABBOTT LABS
COM
002824100
3524
32379
SH
SOLE
NONE
31167
0
1212
ABBVIE INC
COM
00287Y109
2541
29015
SH
SOLE
NONE
28736
0
279
ACCENTURE LTD
SHS CLASS A
G1151C101
6328
28001
SH
SOLE
NONE
26851
0
1150
ADOBE SYS INC COM
COM
00724F101
717
1461
SH
SOLE
NONE
1461
0
0
AIR PRODUCTS & CHEMICALS
COM
009158106
2649
8892
SH
SOLE
NONE
8892
0
0
ALLEGION PLC
ORD SHS
G0176J109
1351
13658
SH
SOLE
NONE
13658
0
0
ALPHABET INC-CL A
CAP STK CL A
02079K305
51479
35125
SH
SOLE
NONE
33758
0
1367
ALPHABET INC-CL C
CAP STK CL C
02079K107
25484
17341
SH
SOLE
NONE
16908
0
433
AMAZON.COM INC
COM
023135106
94059
29872
SH
SOLE
NONE
28795
0
1077
AMERICAN EXPRESS CO
COM
025816109
697
6950
SH
SOLE
NONE
6950
0
0
AMGEN INC
COM
031162100
499
1963
SH
SOLE
NONE
1963
0
0
AMPHENOL CORP - CL A
CL A
032095101
4150
38331
SH
SOLE
NONE
38231
0
100
APPLE INC
COM
037833100
64625
558028
SH
SOLE
NONE
535100
0
22928
ARCH CAPITAL GROUP LTD ORD
ORD
G0450A105
295
10082
SH
SOLE
NONE
5874
0
4208
AT&T INC
COM
00206R102
830
29124
SH
SOLE
NONE
29124
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
4513
32352
SH
SOLE
NONE
30652
0
1700
AVERY DENNISON CORP
COM
053611109
292
2283
SH
SOLE
NONE
2283
0
0
BANK OF AMERICA CORP
COM
060505104
32960
1368219
SH
SOLE
NONE
1291669
0
76550
BECTON DICKINSON
COM
075887109
665
2858
SH
SOLE
NONE
2858
0
0
BERKSHIRE HATHAWAY CL A
CL A
084670108
320
1
SH
SOLE
NONE
1
0
0
BERKSHIRE HATHAWAY CL B
CL B NEW
084670702
60557
284386
SH
SOLE
NONE
273771
0
10615
BOOKING HOLDINGS INC
COM
09857L108
558
326
SH
SOLE
NONE
326
0
0
BOSTON PROPERTIES INC
COM
101121101
4889
60885
SH
SOLE
NONE
60885
0
0
BOSTON SCIENTIFIC CORP.
COM
101137107
321
8400
SH
SOLE
NONE
8400
0
0
BRISTOL MYERS SQUIBB
COM
110122108
1792
29716
SH
SOLE
NONE
29716
0
0
BROADCOM INC
COM
11135F101
1486
4080
SH
SOLE
NONE
4080
0
0
CAPITAL ONE FINANCIAL CORP
COM
14040H105
450
6264
SH
SOLE
NONE
6264
0
0
CARLISLE COS INC
COM
142339100
905
7394
SH
SOLE
NONE
7394
0
0
CARRIER GLOBAL CORP
COM
14448C104
1936
63389
SH
SOLE
NONE
63389
0
0
CATERPILLAR INC
COM
149123101
561
3759
SH
SOLE
NONE
3759
0
0
CDK GLOBAL INC
COM
12508E101
11284
258869
SH
SOLE
NONE
231304
0
27565
CHEVRON CORP
COM
166764100
1367
18988
SH
SOLE
NONE
18988
0
0
COCA-COLA CO
COM
191216100
4020
81426
SH
SOLE
NONE
80589
0
837
COLGATE PALMOLIVE
COM
194162103
13984
181263
SH
SOLE
NONE
160138
0
21125
COMCAST CL A
CL A
20030N101
6955
150336
SH
SOLE
NONE
150336
0
0
CONSTELLATION BRANDS CL A
CL A
21036P108
31614
166819
SH
SOLE
NONE
154769
0
12050
COSTCO WHOLESALE
COM
22160K105
35988
101374
SH
SOLE
NONE
99274
0
2100
CROWN CASTLE INTERNATIONAL COR
COM
22822V101
266
1600
SH
SOLE
NONE
1600
0
0
CVS HEALTH CORP
COM
126650100
38344
656574
SH
SOLE
NONE
624665
0
31909
DANAHER CORP DEL COM
COM
235851102
346
1607
SH
SOLE
NONE
1607
0
0
DEERE & CO
COM
244199105
817
3685
SH
SOLE
NONE
3485
0
200
DISNEY WALT CO
COM DISNEY
254687106
4968
40040
SH
SOLE
NONE
39140
0
900
DOMINION ENERGY, INC
COM
25746U109
1607
20355
SH
SOLE
NONE
20355
0
0
DONALDSON CO
COM
257651109
25752
554763
SH
SOLE
NONE
534713
0
20050
DOVER CORP
COM
260003108
709
6540
SH
SOLE
NONE
6540
0
0
DUKE ENERGY CORP
COM NEW
26441C204
699
7888
SH
SOLE
NONE
7888
0
0
DUPONT DE NEMOURS INC
COM
26614N102
208
3751
SH
SOLE
NONE
3751
0
0
ECOLAB INC
COM
278865100
62639
313447
SH
SOLE
NONE
300677
0
12770
EDWARDS LIFESCIENCES CORP
COM
28176E108
33979
425694
SH
SOLE
NONE
420354
0
5340
EMERSON ELEC CO
COM
291011104
2230
34015
SH
SOLE
NONE
33615
0
400
ESSENTIAL UTILITIES INC
COM
29670G102
268
6666
SH
SOLE
NONE
6666
0
0
EXXON MOBIL CORP
COM
30231G102
3674
107012
SH
SOLE
NONE
105262
0
1750
FACEBOOK INC
CL A
30303M102
35537
135688
SH
SOLE
NONE
127597
0
8091
FACTSET RESEARCH SYSTEMS INC C
COM
303075105
339
1012
SH
SOLE
NONE
1012
0
0
FEDEX CORP
COM
31428X106
917
3644
SH
SOLE
NONE
3644
0
0
FISERV INC
COM
337738108
65537
635972
SH
SOLE
NONE
610727
0
25245
GENERAL ELECTRIC
COM
369604103
348
55921
SH
SOLE
NONE
55303
0
618
GENERAL MILLS INC
COM
370334104
215
3480
SH
SOLE
NONE
2860
0
620
GENTEX CORP
COM
371901109
42159
1637255
SH
SOLE
NONE
1572785
0
64470
GRAINGER (W.W.) INC
COM
384802104
10217
28638
SH
SOLE
NONE
27893
0
745
HOME DEPOT INC
COM
437076102
3584
12905
SH
SOLE
NONE
12731
0
174
HONEYWELL INT'L
COM
438516106
242
1468
SH
SOLE
NONE
1468
0
0
IBM CORP
COM
459200101
791
6498
SH
SOLE
NONE
5902
0
596
IDEXX LABS CORP
COM
45168D104
865
2200
SH
SOLE
NONE
2200
0
0
ILLINOIS TOOL WORKS
COM
452308109
1880
9730
SH
SOLE
NONE
9730
0
0
ILLUMINA INC
COM
452327109
263
850
SH
SOLE
NONE
850
0
0
INTEL CORP
COM
458140100
38137
736513
SH
SOLE
NONE
704263
0
32250
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
399
6626
SH
SOLE
NONE
6626
0
0
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
11159
33204
SH
SOLE
NONE
33134
0
70
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
2685
14487
SH
SOLE
NONE
14462
0
25
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
1761
25075
SH
SOLE
NONE
25060
0
15
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
5427
85271
SH
SOLE
NONE
84621
0
650
ISHARES MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
512
5691
SH
SOLE
NONE
5691
0
0
ISHARES MSCI EMERGING MKTS ETF
MSCI EMG MKT ETF
464287234
2691
61045
SH
SOLE
NONE
61045
0
0
ISHARES RUSSELL 1000 INDEX FUN
RUS 1000 ETF
464287622
235
1255
SH
SOLE
NONE
1255
0
0
ISHARES TR RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
2634
17582
SH
SOLE
NONE
17582
0
0
ISHARES TR RUSSELL 3000 ETF
RUSSELL 3000 ETF
464287689
356
1818
SH
SOLE
NONE
1818
0
0
J P MORGAN CHASE & CO
COM
46625H100
11565
120131
SH
SOLE
NONE
117020
0
3111
JOHNSON & JOHNSON
COM
478160104
42400
284792
SH
SOLE
NONE
270718
0
14074
LABORATORY CORP OF AMER HLDGS
COM NEW
50540R409
20325
107955
SH
SOLE
NONE
99795
0
8160
LINDE PUBLIC LIMITED CO
SHS
G5494J103
1184
4972
SH
SOLE
NONE
4572
0
400
MARRIOTT INTL INC
CL A
571903202
431
4659
SH
SOLE
NONE
4659
0
0
MARSH & MCLENNAN
COM
571748102
63558
554128
SH
SOLE
NONE
530191
0
23937
MASTERCARD INC CL A
CL A
57636Q104
28201
83393
SH
SOLE
NONE
78868
0
4525
MC CORMICK & CO
COM NON VTG
579780206
10519
54192
SH
SOLE
NONE
52642
0
1550
MCDONALDS CORP
COM
580135101
1046
4765
SH
SOLE
NONE
4765
0
0
MEDTRONICS PLC
SHS
G5960L103
269
2585
SH
SOLE
NONE
2585
0
0
MERCK & CO
COM
58933Y105
60820
733216
SH
SOLE
NONE
701626
0
31590
MICROSOFT CORP
COM
594918104
86972
413503
SH
SOLE
NONE
397483
0
16020
MONDELEZ INTERNATIONAL INC
CL A
609207105
35110
611144
SH
SOLE
NONE
576294
0
34850
MOODY'S CORPORATION
COM
615369105
223
770
SH
SOLE
NONE
770
0
0
MSA SAFETY INC
COM
553498106
242
1800
SH
SOLE
NONE
1800
0
0
NEXTERA ENERGY INC
COM
65339F101
4349
15668
SH
SOLE
NONE
14868
0
800
NIKE INC CL B
CL B
654106103
1789
14250
SH
SOLE
NONE
14250
0
0
NUTRIEN LTD
COM
67077M108
15184
387050
SH
SOLE
NONE
357950
0
29100
ORACLE CORP
COM
68389X105
2932
49118
SH
SOLE
NONE
49118
0
0
OTIS WORLDWIDE CORP
COM
68902V107
2344
37556
SH
SOLE
NONE
37556
0
0
PEPSICO INC
COM
713448108
13821
99721
SH
SOLE
NONE
97871
0
1850
PFIZER INC
COM
717081103
1632
44466
SH
SOLE
NONE
44466
0
0
PHILIP MORRIS INTERNATIONAL IN
COM
718172109
360
4800
SH
SOLE
NONE
4800
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
344
9700
SH
SOLE
NONE
9700
0
0
PPG INDS INC
COM
693506107
391
3200
SH
SOLE
NONE
3200
0
0
PROCTER & GAMBLE CO
COM
742718109
41360
297572
SH
SOLE
NONE
279962
0
17610
QUALCOMM INC
COM
747525103
282
2400
SH
SOLE
NONE
2400
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
5747
99875
SH
SOLE
NONE
98450
0
1425
ROCKWELL AUTOMATION INC
COM
773903109
1757
7961
SH
SOLE
NONE
7611
0
350
ROPER TECHNOLOGIES, INC
COM
776696106
954
2415
SH
SOLE
NONE
2415
0
0
S&P GLOBAL INC.
COM
78409V104
3265
9055
SH
SOLE
NONE
9055
0
0
SALESFORCE.COM INC
COM
79466L302
2974
11832
SH
SOLE
NONE
11832
0
0
SCHLUMBERGER LTD
COM
806857108
213
13676
SH
SOLE
NONE
13676
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
403
2277
SH
SOLE
NONE
2277
0
0
SPDR S&P 500 ETF TRUST
TR UNIT
78462F103
1237
3693
SH
SOLE
NONE
2993
0
700
SPDR S&P EMERGING ASIA PACIFIC
ASIA PACIF ETF
78463X301
326
2931
SH
SOLE
NONE
2931
0
0
STRYKER CORP
COM
863667101
203
973
SH
SOLE
NONE
973
0
0
SYNCHRONY FINANCIAL
COM
87165B103
387
14775
SH
SOLE
NONE
14775
0
0
SYSCO CORPORATION
COM
871829107
426
6846
SH
SOLE
NONE
6846
0
0
TESLA INC
COM
88160R101
343
800
SH
SOLE
NONE
800
0
0
THERMO FISHER SCIENTIFIC
COM
883556102
3395
7690
SH
SOLE
NONE
7690
0
0
TJX COMPANIES
COM
872540109
46526
836054
SH
SOLE
NONE
795984
0
40070
TRANE TECHNOLOGIES PLC
SHS
G8994E103
4411
36380
SH
SOLE
NONE
36380
0
0
UBER TECHNOLOGIES
COM
90353T100
2524
69200
SH
SOLE
NONE
69200
0
0
UNILEVER NV -NY SHARES
N Y SHS NEW
904784709
416
6887
SH
SOLE
NONE
6887
0
0
UNION PACIFIC CORP
COM
907818108
7296
37061
SH
SOLE
NONE
33961
0
3100
UNITED PARCEL SERVICE
CL B
911312106
41266
247651
SH
SOLE
NONE
233416
0
14235
US BANCORP
COM NEW
902973304
6705
187030
SH
SOLE
NONE
186680
0
350
VANGUARD FTSE EMERGING MARKETS
FTSE EMR MKT ETF
922042858
5223
120786
SH
SOLE
NONE
119866
0
920
VANGUARD FTSE ETF DEVELOPED MA
FTSE DEV MKT ETF
921943858
2334
57062
SH
SOLE
NONE
57027
0
35
VANGUARD GROWTH ETF
GROWTH ETF
922908736
201
885
SH
SOLE
NONE
885
0
0
VANGUARD MEGA CAP GROWTH
MEGA GRWTH IND
921910816
213
1151
SH
SOLE
NONE
1151
0
0
VANGUARD MID-CAP ETF
MID CAP ETF
922908629
651
3696
SH
SOLE
NONE
3696
0
0
VANGUARD S&P 500
S&P 500 ETF SHS
922908363
539
1752
SH
SOLE
NONE
1752
0
0
VANGUARD US STOCK INDEX ETF
TOTAL STK MKT
922908769
738
4331
SH
SOLE
NONE
4331
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1283
21569
SH
SOLE
NONE
20569
0
1000
WABTEC CORP
COM
929740108
8940
144470
SH
SOLE
NONE
126710
0
17760
WAL MART STORES INC
COM
931142103
1395
9974
SH
SOLE
NONE
9866
0
108
WASTE MANAGEMENT INC
COM
94106L109
580
5129
SH
SOLE
NONE
4645
0
484
WATTS WATER TECHNOLOGIES - A
CL A
942749102
5149
51414
SH
SOLE
NONE
50564
0
850
WEC ENERGY GROUP INC
COM
92939U106
213
2200
SH
SOLE
NONE
2200
0
0
WELLS FARGO & CO
COM
949746101
1101
46840
SH
SOLE
NONE
46840
0
0
ZIMMER BIOMET HOLDINGS
COM
98956P102
12720
93436
SH
SOLE
NONE
91961
0
1475