Birch Hill Investment Advisors LLC — 13F Holdings & Portfolio

CIK 1424177 · latest 13F-HR filed 2026-10-16

Birch Hill Investment Advisors LLC manages $2.43B in 13F-reported U.S. long-equity assets across 219 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSFT (5.89%), AMZN (5.48%), AAPL (4.99%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 12 new positions and exited 4; 58 existing positions rose in reported value and 81 fell.

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.

AUM

$2.43B

Long-equity book

Holdings

219

Distinct positions

Period

2026-09-30

Filed 2026-10-16

Q/Q Activity

+12 / −4 / ↑58 / ↓81

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

MSFT5.9% · -2%AMZN5.5% · -2%AAPL5.0% · -1%APH4.8% · +93%GOOGL4.4% · -2%BRK.B4.3% · -1%ASML3.3% · +7%ECL3.3% · -1%ROK3.3% · -2%VRTX3.1% · -3%TJX3.1% · -2%MRSH2.8% · -4%WTS2.7% · -3%IBM2.6% · -2%EW2.6% · -2%WST2.4% · -0%GOOG2.4% · -5%LECO2.2% · 0%ADI2.2% · +18%KR1.8% · -7%SPGI1.6% · -2%JNJ1.4% · -2%NVDA1.3% · +4%IVV1.3% · -0%MA1.2% · -5%COST1.2% · -8%IJR1.2% · +1%JPM1.2% · -6%FISV1.1% · -4%CLX1.0% · -5%GWW1.0% · -9%NEE0.9% · +26%PEP0.9% · -9%BBJP0.7% · +10%TT0.7% · 0%ALC0.6% · -24%CSL0.6% · -4%AVGO0.6% · +59%PG0.5% · +0%MRK0.5% · -9%LH0.5% · -26%XOM0.4% · new BAC0.4% · -0%UBER0.4% · +25%DHR0.4% · +10%IJH0.4% · -0%EFA0.4% · +0%VWO0.3% · +1%KO0.3% · -1%RSP0.3% · +6%VEA0.3% · -3%RTX0.3% · 0%V0.3% · +7%ABBV0.3% · -1%ADP0.3% · -5%GBTC0.3% · -6%BXP0.3% · -9%EMR0.2% · +3%HD0.2% · +4%IWM0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 25, 2026.

Assets Under Management

$2.95B

Discretionary

$2.95B

Employees

Accounts

1,388

Address

ONE INTERNATIONAL PLACE
SUITE 770
BOSTON, MA 02110

Phone

(617) 502-8300

Website

WWW.LINKEDIN.COM/COMPANY/BIRCH-HILL-INVESTMENT-ADVISORS-LLC
WWW.BHBOSTON.COM

Name	Title / Status	Ownership	Type
DONOVAN, PAUL, JOSEPH Control	PRINCIPAL, CHIEF COMPLIANCE OFFICER, COO since Jul 2021	Less than 5%	Individual
MIKULA, GARY, RICHARD Control	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER since Apr 2007	75% or more	Individual
ONEIL, ROBERT, AGNEW Control	MANAGING MEMBER/PRESIDENT since Apr 2007	10–25%	Individual
COOK, GEORGE, BOWEN	PRINCIPAL since Jan 2025	Less than 5%	Individual
KENNEDY, CATHERINE, M	PRINCIPAL since Jul 2021	Less than 5%	Individual
MALLOY, TIMOTHY, MICHAEL	PRINCIPAL since Jul 2021	Less than 5%	Individual
MIKUS, CHRISTOPHER, PAUL	PRINCIPAL since Jan 2025	Less than 5%	Individual
MIRLIANI, BRETT, ANTHONY	PRINCIPAL since Jul 2021	Less than 5%	Individual

Ownership & leadership changes · 10 filings with changes since Mar 16, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 25, 2026 filing

ChangedMIKULA, GARY, RICHARD · title MANAGING MEMBER/PRESIDENT → MANAGING MEMBER/CHIEF EXECUTIVE OFFICER
ChangedONEIL, ROBERT, AGNEW · title MANAGING MEMBER → MANAGING MEMBER/PRESIDENT

Feb 28, 2025 filing

AddedCOOK, GEORGE, BOWEN · PRINCIPAL · Less than 5%
AddedMIKUS, CHRISTOPHER, PAUL · PRINCIPAL · Less than 5%
ChangedKENNEDY, CATHERINE, M · no longer a control person
ChangedMALLOY, TIMOTHY, MICHAEL · no longer a control person
ChangedMIRLIANI, BRETT, ANTHONY · no longer a control person

Mar 8, 2022 filing

AddedKENNEDY, CATHERINE, M · PRINCIPAL · Less than 5% · control person
AddedMALLOY, TIMOTHY, MICHAEL · PRINCIPAL · Less than 5% · control person
AddedMIRLIANI, BRETT, ANTHONY · PRINCIPAL · Less than 5% · control person
ChangedDONOVAN, PAUL, JOSEPH · title CHIEF COMPLIANCE OFFICER → PRINCIPAL, CHIEF COMPLIANCE OFFICER, COO

Mar 2, 2021 filing

ChangedONEIL, ROBERT, AGNEW · title MANAGING MEMBER/TREASURER → MANAGING MEMBER

Jan 7, 2021 filing

No longer listedCRARY, MINER, ALLEN · MEMBER/CLERK · 10–25% · control person · listed since Apr 2007
AddedDONOVAN, PAUL, JOSEPH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
ChangedMIKULA, GARY, RICHARD · ownership 50–75% → 75% or more
ChangedONEIL, ROBERT, AGNEW · title MANAGING MEMBER/TREASURER/CCO → MANAGING MEMBER/TREASURER

Feb 6, 2020 filing

No longer listedREILLY, THOMAS, EDWARD · MEMBER · 10–25% · control person · listed since Apr 2007
No longer listedSTILES, JOHN, BARRY · MEMBER · Less than 5% · control person · listed since Jan 2009
ChangedONEIL, ROBERT, AGNEW · ownership 5–10% → 10–25%

Jul 3, 2019 filing

ChangedONEIL, ROBERT, AGNEW · title MANAGING MEMBER/TREASURER → MANAGING MEMBER/TREASURER/CCO
ChangedSTILES, JOHN, BARRY · title MEMBER/CHIEF COMPLIANCE OFFICER → MEMBER

Mar 26, 2019 filing

ChangedCRARY, MINER, ALLEN · title MANAGING MEMBER/CLERK → MEMBER/CLERK

Mar 29, 2016 filing

ChangedREILLY, THOMAS, EDWARD · title MANAGING MEMBER → MEMBER

Mar 27, 2015 filing

ChangedREILLY, THOMAS, EDWARD · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
ChangedSTILES, JOHN, BARRY · title MEMBER → MEMBER/CHIEF COMPLIANCE OFFICER

Older changes (1 more filing)

Mar 16, 2012 filing (earliest on record)

ListedCRARY, MINER, ALLEN · MANAGING MEMBER/CLERK · 10–25% · control person
ListedMIKULA, GARY, RICHARD · MANAGING MEMBER/PRESIDENT · 50–75% · control person
ListedONEIL, ROBERT, AGNEW · MANAGING MEMBER/TREASURER · 5–10% · control person
ListedREILLY, THOMAS, EDWARD · MANAGING MEMBER/CHIEF COMPLIANCE OFFICER · 10–25% · control person
ListedSTILES, JOHN, BARRY · MEMBER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

MICROSOFT CORP$37.5M +35.4%
APPLE INC$15.0M +14.1%
ANALOG DEVICES INC$8.2M +18.4%
NVIDIA CORPORATION$5.2M +19.1%
BROADCOM INC$4.5M +47.5%

Show all 58 →

Top Trims

INTERNATIONAL BUSINESS MACHS-$18.9M -23.2%
ROCKWELL AUTOMATION INC-$12.9M -14.0%
TJX COS INC NEW-$12.5M -14.4%
AMPHENOL CORP-$9.8M -7.7%
WATTS WATER TECHNOLOGIES INC-$9.2M -12.1%

Show all 81 →

New Positions

Show all 12 →

Exited Positions

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Birch Hill Investment Advisors LLC Holdings (2026-09-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	MICROSOFT CORP	MSFT	594918104	$143.2M	5.89%	279,241	SH
2	AMAZON COM INC	AMZN	023135106	$133.3M	5.48%	534,992	SH
3	APPLE INC	AAPL	037833100	$121.2M	4.99%	363,997	SH
4	AMPHENOL CORP	APH	032095101	$117.1M	4.82%	1,389,284	SH
5	ALPHABET INC	GOOGL	02079K305	$106.0M	4.36%	308,068	SH
6	BERKSHIRE HATHAWAY INC DEL	BRK.B	084670702	$104.4M	4.30%	209,721	SH
7	ASML HLDG NV	ASML	N07059210	$79.9M	3.29%	44,127	SH
8	ECOLAB INC	ECL	278865100	$79.5M	3.27%	289,417	SH
9	ROCKWELL AUTOMATION INC	ROK	773903109	$79.2M	3.26%	181,995	SH
10	VERTEX PHARMACEUTICALS INC	VRTX	92532F100	$75.0M	3.09%	143,519	SH
11	TJX COS INC NEW	TJX	872540109	$74.2M	3.05%	561,012	SH
12	MARSH & MCLENNAN COS INC	MRSH	571748102	$67.3M	2.77%	394,139	SH
13	WATTS WATER TECHNOLOGIES INC	WTS	942749102	$66.8M	2.75%	188,553	SH
14	INTERNATIONAL BUSINESS MACHS	IBM	459200101	$62.5M	2.57%	284,328	SH
15	EDWARDS LIFESCIENCES CORP	EW	28176E108	$62.4M	2.57%	723,022	SH
16	WEST PHARMACEUTICAL SVSC INC	WST	955306105	$58.9M	2.42%	158,911	SH
17	ALPHABET INC	GOOG	02079K107	$57.5M	2.37%	168,724	SH
18	LINCOLN ELEC HLDGS INC	LECO	533900106	$53.6M	2.21%	202,719	SH
19	ANALOG DEVICES INC	ADI	032654105	$53.1M	2.18%	133,793	SH
20	KROGER CO	KR	501044101	$43.5M	1.79%	742,371	SH
21	S&P GLOBAL INC	SPGI	78409V104	$39.7M	1.63%	100,630	SH
22	JOHNSON & JOHNSON	JNJ	478160104	$32.8M	1.35%	123,912	SH
23	NVIDIA CORPORATION	NVDA	67066G104	$32.4M	1.33%	141,977	SH
24	ISHARES TR	IVV	464287200	$31.1M	1.28%	40,547	SH
25	MASTERCARD INCORPORATED	MA	57636Q104	$30.0M	1.23%	54,354	SH
26	COSTCO WHOLESALE CORPORATION	COST	22160K105	$29.4M	1.21%	32,250	SH
27	ISHARES TR	IJR	464287804	$29.3M	1.20%	215,192	SH
28	JPMORGAN CHASE & CO	JPM	46625H100	$29.2M	1.20%	88,390	SH
29	FISERV INC	FISV	337738108	$27.2M	1.12%	601,759	SH
30	CLOROX CO DEL	CLX	189054109	$25.1M	1.03%	309,588	SH
31	WW GRAINGER INC	GWW	384802104	$23.8M	0.98%	19,106	SH
32	NEXTERA ENERGY INC	NEE	65339F101	$21.5M	0.88%	283,519	SH
33	PEPSICO INC	PEP	713448108	$21.2M	0.87%	167,442	SH
34	J P MORGAN EXCHANGE TRADED F	BBJP	46641Q217	$17.4M	0.71%	221,042	SH
35	TRANE TECHNOLOGIES PLC	TT	G8994E103	$17.0M	0.70%	37,502	SH
36	ALCON AG	ALC	H01301128	$15.6M	0.64%	241,685	SH
37	CARLISLE COS INC	CSL	142339100	$15.4M	0.63%	47,799	SH
38	BROADCOM INC	AVGO	11135F101	$13.9M	0.57%	39,551	SH
39	PROCTER & GAMBLE CO	PG	742718109	$13.2M	0.54%	90,709	SH
40	MERCK & CO INC	MRK	58933Y105	$11.6M	0.48%	79,932	SH
41	LABCORP HOLDINGS INC	LH	504922105	$11.6M	0.48%	37,629	SH
42	EXXONMOBIL HOLDINGS CORP	XOM	30233Q108	$10.6M	0.44%	65,416	SH
43	BANK OF AMER CORP	BAC	060505104	$9.7M	0.40%	177,625	SH
44	UBER TECHNOLOGIES INC	UBER	90353T100	$9.1M	0.38%	133,273	SH
45	DANAHER CORP DEL	DHR	235851102	$9.0M	0.37%	40,549	SH
46	ISHARES TR	IJH	464287507	$8.7M	0.36%	120,710	SH
47	ISHARES TR	EFA	464287465	$8.6M	0.35%	82,764	SH
48	VANGUARD INTL EQUITY INDEX F	VWO	922042858	$8.0M	0.33%	134,231	SH
49	COCA COLA CO	KO	191216100	$7.7M	0.32%	89,339	SH
50	INVESCO EXCHANGE TRADED FD T	RSP	46137V357	$7.6M	0.31%	36,481	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-10-16	$2.43B	219	0001172661-26-004571
2026-06-30	2026-07-21	$2.47B	211	0001172661-26-002717
2026-03-31	2026-04-29	$2.23B	195	0001172661-26-001564
2025-12-31	2026-01-27	$2.39B	200	0001172661-26-000323

Filer Information

Address

ONE INTERNATIONAL PLACE
SUITE 770
BOSTON, MA 02110

Phone

(617) 502-8300

Filing Manager

Birch Hill Investment Advisors LLC

Boston, MA

Signatory

Paul J. Donovan

Chief Compliance Officer