0001606587-22-000628.txt : 20220408
0001606587-22-000628.hdr.sgml : 20220408
20220408153233
ACCESSION NUMBER: 0001606587-22-000628
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220408
DATE AS OF CHANGE: 20220408
EFFECTIVENESS DATE: 20220408
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Hill Investment Advisors LLC
CENTRAL INDEX KEY: 0001424177
IRS NUMBER: 208723327
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12685
FILM NUMBER: 22816796
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
03-31-2022
03-31-2022
false
Birch Hill Investment Advisors LLC
One International Place
Suite 770
Boston
MA
02110
13F HOLDINGS REPORT
028-12685
N
Paul J. Donovan
Chief Compliance Officer
617-502-8314
Paul J. Donovan
Boston
MA
04-08-2022
0
161
1872222
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
1919
12891
SH
SOLE
NONE
12891
0
0
ABBOTT LABORATORIES
COM
002824100
3605
30454
SH
SOLE
NONE
29242
0
1212
ABBVIE INC
COM
00287Y109
4667
28790
SH
SOLE
NONE
28511
0
279
ACCENTURE LTD
SHS CLASS A
G1151C101
9824
29130
SH
SOLE
NONE
28165
0
965
ADOBE SYSTEMS
COM
00724F101
4212
9244
SH
SOLE
NONE
8894
0
350
AIR PRODUCTS & CHEMICALS
COM
009158106
2151
8607
SH
SOLE
NONE
8607
0
0
ALCON INC
ORD SHS
H01301128
1887
23787
SH
SOLE
NONE
23787
0
0
ALLEGION PLC
ORD SHS
G0176J109
1583
14418
SH
SOLE
NONE
14418
0
0
ALPHABET INC-CL A
CAP STK CL A
02079K305
78634
28272
SH
SOLE
NONE
27053
0
1219
ALPHABET INC-CL C
CAP STK CL C
02079K107
40842
14623
SH
SOLE
NONE
14243
0
380
ALTRIA GROUP INC
COM
02209S103
282
5405
SH
SOLE
NONE
5405
0
0
AMAZON.COM INC
COM
023135106
94167
28886
SH
SOLE
NONE
27725
0
1161
AMERESCO INC CL A
CL A
02361E108
362
4550
SH
SOLE
NONE
4550
0
0
AMERICAN EXPRESS CO
COM
025816109
1044
5584
SH
SOLE
NONE
5584
0
0
AMGEN INC
COM
031162100
501
2073
SH
SOLE
NONE
2073
0
0
AMPHENOL CORP - CL A
CL A
032095101
4445
58990
SH
SOLE
NONE
58690
0
300
ANALOG DEVICES INC COM
COM
032654105
204
1234
SH
SOLE
NONE
1234
0
0
APPLE INC
COM
037833100
69494
397995
SH
SOLE
NONE
381210
0
16785
ARCH CAPITAL GROUP LTD ORD
ORD
G0450A105
460
9495
SH
SOLE
NONE
5400
0
4095
AT&T INC
COM
00206R102
700
29610
SH
SOLE
NONE
29610
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
7093
31172
SH
SOLE
NONE
29587
0
1585
AVERY DENNISON CORP
COM
053611109
397
2283
SH
SOLE
NONE
2283
0
0
BANK OF AMERICA CORP
COM
060505104
51422
1247491
SH
SOLE
NONE
1168491
0
79000
BECTON DICKINSON
COM
075887109
812
3053
SH
SOLE
NONE
3053
0
0
BERKSHIRE HATHAWAY CL B
CL B NEW
084670702
95074
269399
SH
SOLE
NONE
259064
0
10335
BOEING CO
COM
097023105
224
1170
SH
SOLE
NONE
1170
0
0
BOOKING HOLDINGS INC
COM
09857L108
730
311
SH
SOLE
NONE
311
0
0
BOSTON PROPERTIES INC
COM
101121101
7445
57800
SH
SOLE
NONE
57800
0
0
BRISTOL MYERS SQUIBB
COM
110122108
1408
19280
SH
SOLE
NONE
19280
0
0
BROADCOM INC
COM
11135F101
2651
4210
SH
SOLE
NONE
4210
0
0
CARLISLE COS INC
COM
142339100
1875
7624
SH
SOLE
NONE
7624
0
0
CARRIER GLOBAL CORP
COM
14448C104
1419
30929
SH
SOLE
NONE
30929
0
0
CATERPILLAR INC
COM
149123101
939
4214
SH
SOLE
NONE
4214
0
0
CDK GLOBAL INC
COM
12508E101
25966
533410
SH
SOLE
NONE
495005
0
38405
CHEVRON CORP
COM
166764100
2614
16055
SH
SOLE
NONE
16055
0
0
COCA-COLA CO
COM
191216100
7673
123757
SH
SOLE
NONE
121607
0
2150
COLGATE PALMOLIVE
COM
194162103
10354
136539
SH
SOLE
NONE
133414
0
3125
COMCAST CL A
CL A
20030N101
5037
107585
SH
SOLE
NONE
107585
0
0
CONSTELLATION BRANDS CL A
CL A
21036P108
36917
160287
SH
SOLE
NONE
148177
0
12110
COSTCO WHOLESALE
COM
22160K105
35461
61581
SH
SOLE
NONE
61096
0
485
CROWN CASTLE INTERNATIONAL COR
COM
22822V101
295
1600
SH
SOLE
NONE
1600
0
0
CSX CORP
COM
126408103
256
6846
SH
SOLE
NONE
4200
0
2646
CVS HEALTH CORP
COM
126650100
64597
638252
SH
SOLE
NONE
604644
0
33608
DANAHER CORP DEL COM
COM
235851102
815
2777
SH
SOLE
NONE
2777
0
0
DEERE & CO
COM
244199105
1695
4080
SH
SOLE
NONE
3880
0
200
DIAGEO P L C SPON ADR NEW
SPON ADR NEW
25243Q205
254
1250
SH
SOLE
NONE
1250
0
0
DISNEY WALT CO
COM
254687106
6487
47292
SH
SOLE
NONE
46492
0
800
DOMINION ENERGY INC
COM
25746U109
1730
20355
SH
SOLE
NONE
20355
0
0
DONALDSON CO
COM
257651109
1659
31941
SH
SOLE
NONE
31941
0
0
DOVER CORP
COM
260003108
1120
7140
SH
SOLE
NONE
7140
0
0
DUKE ENERGY CORP
COM NEW
26441C204
881
7888
SH
SOLE
NONE
7888
0
0
EASTERN BANKSHARES INC
COM
27627N105
38099
1768735
SH
SOLE
NONE
1679835
0
88900
ECOLAB INC
COM
278865100
49470
280188
SH
SOLE
NONE
268718
0
11470
EDWARDS LIFESCIENCES CORP
COM
28176E108
45836
389363
SH
SOLE
NONE
385328
0
4035
EMERSON ELEC CO
COM
291011104
3228
32922
SH
SOLE
NONE
32522
0
400
ENERGY SELECT SECTOR SPDR FUND
ENERGY
81369Y506
1885
24655
SH
SOLE
NONE
24655
0
0
ESSENTIAL UTILITIES INC
COM
29670G102
404
7893
SH
SOLE
NONE
7893
0
0
EXXON MOBIL CORP
COM
30231G102
6417
77701
SH
SOLE
NONE
77501
0
200
FACTSET RESEARCH SYSTEMS INC C
COM
303075105
439
1012
SH
SOLE
NONE
1012
0
0
FEDEX CORP
COM
31428X106
560
2419
SH
SOLE
NONE
2419
0
0
FIRST TRUST GLOBAL TACTICAL CO
FST TR GLB FD
33739H101
370
13000
SH
SOLE
NONE
13000
0
0
FISERV INC
COM
337738108
62415
615534
SH
SOLE
NONE
590814
0
24720
GENERAL MILLS INC
COM
370334104
236
3480
SH
SOLE
NONE
2860
0
620
GENTEX CORP
COM
371901109
47646
1633401
SH
SOLE
NONE
1560931
0
72470
GOLDMAN SACHS GROUP INC
COM
38141G104
511
1547
SH
SOLE
NONE
1547
0
0
GRAINGER (W.W.) INC
COM
384802104
13747
26652
SH
SOLE
NONE
25912
0
740
HOME DEPOT INC
COM
437076102
4264
14244
SH
SOLE
NONE
14070
0
174
HONEYWELL INT'L
COM
438516106
226
1162
SH
SOLE
NONE
1162
0
0
HP INC
COM
40434L105
371
10233
SH
SOLE
NONE
10233
0
0
IBM CORP
COM
459200101
38184
293677
SH
SOLE
NONE
277481
0
16196
IDEXX LABS CORP
COM
45168D104
1050
1920
SH
SOLE
NONE
1920
0
0
ILLINOIS TOOL WORKS
COM
452308109
1940
9265
SH
SOLE
NONE
9265
0
0
ILLUMINA INC
COM
452327109
297
850
SH
SOLE
NONE
850
0
0
INGERSOLL-RAND INC
COM
45687V106
1616
32100
SH
SOLE
NONE
32100
0
0
INTEL CORP
COM
458140100
36734
741211
SH
SOLE
NONE
698061
0
43150
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
18410
40579
SH
SOLE
NONE
40509
0
70
ISHARES CORE S&P MID-CAP ETF
CORE S&P MCP ETF
464287507
4483
16707
SH
SOLE
NONE
16682
0
25
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
13304
123324
SH
SOLE
NONE
123309
0
15
ISHARES TR RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
2727
13283
SH
SOLE
NONE
13283
0
0
ISHARES TR RUSSELL 3000 ETF
RUSSELL 3000 ETF
464287689
446
1700
SH
SOLE
NONE
1700
0
0
ISHARES TR RUSSELL MIDCAP ETF
RUS MID CAP ETF
464287499
854
10946
SH
SOLE
NONE
10946
0
0
J P MORGAN CHASE & CO
COM
46625H100
16261
119284
SH
SOLE
NONE
116879
0
2405
JOHNSON & JOHNSON
COM
478160104
39020
220164
SH
SOLE
NONE
213779
0
6385
LABORATORY CORP OF AMER HLDGS
COM NEW
50540R409
16821
63799
SH
SOLE
NONE
58129
0
5670
LINDE PUBLIC LIMITED CO
SHS
G5494J103
1794
5617
SH
SOLE
NONE
5217
0
400
MARRIOTT INTL INC
CL A
571903202
745
4239
SH
SOLE
NONE
4239
0
0
MARSH & MCLENNAN
COM
571748102
84760
497359
SH
SOLE
NONE
474382
0
22977
MASCO CORP
COM
574599106
23575
462250
SH
SOLE
NONE
431700
0
30550
MASTERCARD INC CL A
CL A
57636Q104
30596
85613
SH
SOLE
NONE
81088
0
4525
MATERIALS SELECT SECTOR SPDR
SBI MATERIALS
81369Y100
1287
14600
SH
SOLE
NONE
14600
0
0
MC CORMICK & CO
COM NON VTG
579780206
10685
107066
SH
SOLE
NONE
104306
0
2760
MCDONALDS CORP
COM
580135101
1548
6260
SH
SOLE
NONE
6260
0
0
MEDTRONICS PLC
SHS
G5960L103
276
2485
SH
SOLE
NONE
2485
0
0
MERCK & CO
COM
58933Y105
55810
680194
SH
SOLE
NONE
647154
0
33040
META PLATFORMS INC
CL A
30303M102
5848
26299
SH
SOLE
NONE
26178
0
121
MICROSOFT CORP
COM
594918104
103362
335252
SH
SOLE
NONE
324427
0
10825
MONDELEZ INTERNATIONAL INC
CL A
609207105
30128
479894
SH
SOLE
NONE
446344
0
33550
MOODY'S CORPORATION
COM
615369105
260
770
SH
SOLE
NONE
770
0
0
MORGAN STANLEY
COM NEW
617446448
208
2378
SH
SOLE
NONE
2378
0
0
MSA SAFETY INC
COM
553498106
239
1800
SH
SOLE
NONE
1800
0
0
NEXTERA ENERGY INC
COM
65339F101
5871
69307
SH
SOLE
NONE
66447
0
2860
NIKE INC CL B
CL B
654106103
2457
18260
SH
SOLE
NONE
18260
0
0
NORFOLK SOUTHERN CORP
COM
655844108
420
1474
SH
SOLE
NONE
1474
0
0
NUTRIEN LTD
COM
67077M108
12989
124910
SH
SOLE
NONE
112710
0
12200
NVIDIA CORP
COM
67066G104
1072
3930
SH
SOLE
NONE
3930
0
0
ORACLE CORP
COM
68389X105
3117
37671
SH
SOLE
NONE
37671
0
0
OTIS WORLDWIDE CORP
COM
68902V107
1232
16010
SH
SOLE
NONE
16010
0
0
PAYCHEX INC
COM
704326107
273
2000
SH
SOLE
NONE
2000
0
0
PEPSICO INC
COM
713448108
17840
106581
SH
SOLE
NONE
104656
0
1925
PFIZER INC
COM
717081103
1537
29686
SH
SOLE
NONE
29686
0
0
PHILIP MORRIS INTERNATIONAL IN
COM
718172109
507
5400
SH
SOLE
NONE
5400
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
397
7200
SH
SOLE
NONE
7200
0
0
PPG INDS INC
COM
693506107
429
3270
SH
SOLE
NONE
3270
0
0
PROCTER & GAMBLE CO
COM
742718109
33872
221673
SH
SOLE
NONE
209103
0
12570
QUALCOMM INC
COM
747525103
367
2400
SH
SOLE
NONE
2400
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
6031
60874
SH
SOLE
NONE
60474
0
400
ROCKWELL AUTOMATION INC
COM
773903109
4977
17774
SH
SOLE
NONE
17424
0
350
ROPER TECHNOLOGIES INC
COM
776696106
1355
2870
SH
SOLE
NONE
2870
0
0
S&P GLOBAL INC
COM
78409V104
9178
22375
SH
SOLE
NONE
22375
0
0
SALESFORCE INC
COM
79466L302
4032
18988
SH
SOLE
NONE
18988
0
0
SCHLUMBERGER LTD
COM
806857108
235
5695
SH
SOLE
NONE
5695
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
438
2427
SH
SOLE
NONE
2427
0
0
SPDR S&P 500 ETF TRUST
TR UNIT
78462F103
1760
3897
SH
SOLE
NONE
3197
0
700
SPDR S&P MIDCAP 400 ETF TRUST
UTSER1 S&PDCRP
78467Y107
260
531
SH
SOLE
NONE
531
0
0
SVB FINANCIAL GROUP
COM
78486Q101
308
550
SH
SOLE
NONE
550
0
0
SYNCHRONY FINANCIAL
COM
87165B103
401
11522
SH
SOLE
NONE
11522
0
0
SYSCO CORPORATION
COM
871829107
592
7246
SH
SOLE
NONE
7246
0
0
TESLA INC
COM
88160R101
512
475
SH
SOLE
NONE
475
0
0
THE HERSHEY COMPANY
COM
427866108
312
1440
SH
SOLE
NONE
1440
0
0
THERMO FISHER SCIENTIFIC
COM
883556102
4741
8027
SH
SOLE
NONE
8027
0
0
TJX COMPANIES
COM
872540109
50043
826067
SH
SOLE
NONE
784722
0
41345
TRANE TECHNOLOGIES PLC
SHS
G8994E103
5555
36380
SH
SOLE
NONE
36380
0
0
UBER TECHNOLOGIES
COM
90353T100
9239
258930
SH
SOLE
NONE
232830
0
26100
UNILEVER PLC
SPON ADR NEW
904767704
265
5805
SH
SOLE
NONE
5805
0
0
UNION PACIFIC CORP
COM
907818108
8996
32926
SH
SOLE
NONE
29826
0
3100
UNITED HEALTHCARE CORP COM
COM
91324P102
265
519
SH
SOLE
NONE
519
0
0
UNITED PARCEL SERVICE
CL B
911312106
46497
216808
SH
SOLE
NONE
205603
0
11205
US BANCORP
COM NEW
902973304
6836
128617
SH
SOLE
NONE
128267
0
350
VANGUARD INDEX FDS SMALL CP ET
SMALL CP ETF
922908751
587
2762
SH
SOLE
NONE
2762
0
0
VANGUARD MEGA CAP GROWTH
MEGA GRWTH IND
921910816
271
1151
SH
SOLE
NONE
1151
0
0
VANGUARD MID-CAP ETF
MID CAP ETF
922908629
968
4069
SH
SOLE
NONE
4069
0
0
VANGUARD S&P 500
S&P 500 ETF SHS
922908363
951
2290
SH
SOLE
NONE
2290
0
0
VANGUARD US STOCK INDEX ETF
TOTAL STK MKT
922908769
526
2309
SH
SOLE
NONE
2309
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1160
22767
SH
SOLE
NONE
21767
0
1000
VERTEX PHARMACEUTICALS INC
COM
92532F100
61094
234102
SH
SOLE
NONE
221607
0
12495
WABTEC CORP
COM
929740108
10058
104584
SH
SOLE
NONE
90299
0
14285
WAL MART STORES INC
COM
931142103
610
4099
SH
SOLE
NONE
3991
0
108
WASTE MANAGEMENT INC
COM
94106L109
991
6254
SH
SOLE
NONE
5770
0
484
WATTS WATER TECHNOLOGIES - A
CL A
942749102
7267
52060
SH
SOLE
NONE
51250
0
810
WEC ENERGY GROUP INC
COM
92939U106
239
2397
SH
SOLE
NONE
2397
0
0
XYLEM INC
COM
98419M100
234
2750
SH
SOLE
NONE
2750
0
0
ZIMMER BIOMET HOLDINGS
COM
98956P102
7755
60631
SH
SOLE
NONE
60631
0
0
WISDOMTREE US LARGE CAP DIVIDE
US LARGECAP DIVD
97717W307
210
3200
SH
SOLE
NONE
3200
0
0
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
452
6496
SH
SOLE
NONE
6496
0
0
ISHARES MSCI ACWI EX US ETF
MSCI ACWI EX US
464288240
203
3883
SH
SOLE
NONE
3883
0
0
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
5843
79386
SH
SOLE
NONE
78736
0
650
ISHARES MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
527
5473
SH
SOLE
NONE
5473
0
0
ISHARES MSCI EMERGING MKTS ETF
MSCI EMG MKT ETF
464287234
2632
58297
SH
SOLE
NONE
58297
0
0
SPDR S&P EMERGING ASIA PACIFIC
ASIA PACIF ETF
78463X301
233
2121
SH
SOLE
NONE
2121
0
0
VANGUARD FTSE EMERGING MARKETS
FTSE EMR MKT ETF
922042858
5382
116670
SH
SOLE
NONE
115735
0
935
VANGUARD FTSE ETF DEVELOPED MA
FTSE DEV MKT ETF
921943858
3146
65502
SH
SOLE
NONE
65457
0
45