Birch Hill Investment Advisors LLC — 13F Holdings & Portfolio
CIK 1424177 · latest 13F-HR filed 2026-04-29
Birch Hill Investment Advisors LLC manages $2.23B in 13F-reported U.S. long-equity assets across 195 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (5.13%), MSFT (4.66%), BRK.B (4.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 9, added to 62, and trimmed 74.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.23B
Long-equity book
195
Distinct positions
2026-03-31
Filed 2026-04-29
+4 / −9 / ↑62 / ↓74
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ASML HLDG NV$10.0M +23.6%
- CLOROX CO DEL$8.7M +39.5%
- KROGER CO$7.8M +15.7%
- ANALOG DEVICES INC$5.1M +16.2%
- COSTCO WHOLESALE CORPORATION$4.5M +14.8%
Top Trims
- INTUIT-$51.4M -87.5%
- MICROSOFT CORP-$32.8M -24.0%
- ALPHABET INC-$19.7M -17.4%
- INTERNATIONAL BUSINESS MACHS-$15.9M -19.0%
- AMPHENOL CORP-$10.7M -10.8%
New Positions
- VANGUARD INTL EQUITY INDEX F$857.6K
- COMPASS INC$236.1K
- ROSS STORES INC$235.7K
- ISHARES TR$207.5K
Exited Positions
- KENVUE INC$365.0K
- FACTSET RESH SYS INC$293.7K
- UNITEDHEALTH GROUP INC$277.3K
- CAPITAL ONE FINL CORP$240.7K
- PAYCHEX INC$224.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $114.4M | 5.13% | 549,111 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $103.9M | 4.66% | 280,616 | SH |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $102.1M | 4.58% | 212,978 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $93.5M | 4.20% | 325,013 | SH |
| 5 | TJX COS INC NEW | TJX | 872540109 | $92.5M | 4.15% | 579,015 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $91.7M | 4.12% | 361,518 | SH |
| 7 | AMPHENOL CORP | APH | 032095101 | $88.2M | 3.96% | 698,111 | SH |
| 8 | ECOLAB INC | ECL | 278865100 | $77.0M | 3.46% | 289,612 | SH |
| 9 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $74.2M | 3.33% | 427,559 | SH |
| 10 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $67.7M | 3.04% | 188,730 | SH |
| 11 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $67.7M | 3.04% | 279,374 | SH |
| 12 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $67.3M | 3.02% | 150,795 | SH |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $59.3M | 2.66% | 740,200 | SH |
| 14 | KROGER CO | KR | 501044101 | $57.3M | 2.57% | 792,549 | SH |
| 15 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $55.0M | 2.47% | 189,310 | SH |
| 16 | ASML HLDG NV | ASML | N07059210 | $52.5M | 2.35% | 39,717 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $51.9M | 2.33% | 181,073 | SH |
| 18 | LINCOLN ELEC HLDGS INC | LECO | 533900106 | $49.8M | 2.24% | 200,120 | SH |
| 19 | S&P GLOBAL INC | SPGI | 78409V104 | $45.0M | 2.02% | 105,819 | SH |
| 20 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $40.4M | 1.81% | 161,159 | SH |
| 21 | ANALOG DEVICES INC | ADI | 032654105 | $36.5M | 1.64% | 114,853 | SH |
| 22 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $34.9M | 1.57% | 35,039 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $32.2M | 1.45% | 131,894 | SH |
| 24 | ALCON AG | ALC | H01301128 | $31.2M | 1.40% | 414,141 | SH |
| 25 | CLOROX CO DEL | CLX | 189054109 | $30.8M | 1.38% | 297,600 | SH |
| 26 | FISERV INC | FISV | 337738108 | $29.5M | 1.33% | 529,103 | SH |
| 27 | PEPSICO INC | PEP | 713448108 | $28.8M | 1.29% | 185,475 | SH |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $28.7M | 1.29% | 57,394 | SH |
| 29 | JPMORGAN CHASE & CO | JPM | 46625H100 | $28.1M | 1.26% | 95,510 | SH |
| 30 | ISHARES TR | IVV | 464287200 | $26.7M | 1.20% | 40,813 | SH |
| 31 | ISHARES TR | IJR | 464287804 | $26.2M | 1.18% | 210,832 | SH |
| 32 | WW GRAINGER INC | GWW | 384802104 | $23.2M | 1.04% | 21,286 | SH |
| 33 | NVIDIA CORPORATION | NVDA | 67066G104 | $22.4M | 1.01% | 128,610 | SH |
| 34 | CHEWY INC | CHWY | 16679L109 | $19.3M | 0.87% | 714,246 | SH |
| 35 | CARLISLE COS INC | CSL | 142339100 | $16.4M | 0.73% | 49,032 | SH |
| 36 | LABCORP HOLDINGS INC | LH | 504922105 | $16.3M | 0.73% | 61,021 | SH |
| 37 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $15.6M | 0.70% | 37,502 | SH |
| 38 | NEXTERA ENERGY INC | NEE | 65339F101 | $15.4M | 0.69% | 165,852 | SH |
| 39 | PROCTER & GAMBLE CO | PG | 742718109 | $12.8M | 0.57% | 88,483 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $11.3M | 0.51% | 66,581 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | BBJP | 46641Q217 | $10.7M | 0.48% | 155,653 | SH |
| 42 | MERCK & CO INC | MRK | 58933Y105 | $10.7M | 0.48% | 88,805 | SH |
| 43 | BANK AMERICA CORP | BAC | 060505104 | $8.9M | 0.40% | 182,911 | SH |
| 44 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $8.2M | 0.37% | 113,945 | SH |
| 45 | ISHARES TR | IJH | 464287507 | $8.0M | 0.36% | 118,778 | SH |
| 46 | ISHARES TR | EFA | 464287465 | $7.9M | 0.35% | 81,018 | SH |
| 47 | BROADCOM INC | AVGO | 11135F101 | $7.7M | 0.35% | 24,959 | SH |
| 48 | INTUIT | INTU | 461202103 | $7.3M | 0.33% | 16,999 | SH |
| 49 | RTX CORPORATION | RTX | 75513E101 | $7.1M | 0.32% | 36,971 | SH |
| 50 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $7.0M | 0.32% | 130,341 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $2.23B | 195 | 0001172661-26-001564 |
| 2025-12-31 | 2026-01-27 | $2.39B | 200 | 0001172661-26-000323 |