Birch Hill Investment Advisors LLC — 13F Holdings & Portfolio
CIK 1424177 · latest 13F-HR filed 2026-07-21
Birch Hill Investment Advisors LLC manages $2.47B in 13F-reported U.S. long-equity assets across 211 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (5.28%), APH (5.14%), GOOGL (4.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 3, added to 115, and trimmed 45.
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.
SUITE 770
BOSTON, MA 02110
$2.47B
Long-equity book
211
Distinct positions
2026-06-30
Filed 2026-07-21
+19 / −3 / ↑115 / ↓45
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMPHENOL CORP$38.7M +43.9%
- ASML HLDG NV$29.3M +55.9%
- ROCKWELL AUTOMATION INC$24.4M +36.0%
- WATTS WATER TECHNOLOGIES INC$21.1M +38.3%
- ALPHABET INC$19.0M +20.3%
Top Trims
- KROGER CO-$13.1M -22.9%
- CHEWY INC-$10.0M -51.6%
- ALCON AG-$9.8M -31.3%
- INTUIT-$6.8M -92.5%
- MARSH & MCLENNAN COS INC-$5.8M -7.8%
New Positions
- MARVELL TECHNOLOGY INC$955.6K
- ALLIANCE LAUNDRY HLDGS INC$520.1K
- LENNAR CORP$362.0K
- SERVICENOW INC$310.2K
- DATADOG INC$294.7K
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 | $130.3M | 5.28% | 546,745 | SH |
| 2 | AMPHENOL CORP | APH | 032095101 | $126.9M | 5.14% | 719,908 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $112.5M | 4.55% | 314,665 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $106.4M | 4.31% | 212,583 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $106.2M | 4.30% | 367,068 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $105.8M | 4.28% | 283,554 | SH |
| 7 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $92.1M | 3.73% | 186,053 | SH |
| 8 | TJX COS INC NEW | TJX | 872540109 | $86.7M | 3.51% | 572,190 | SH |
| 9 | ASML HLDG NV | ASML | N07059210 | $81.8M | 3.31% | 41,120 | SH |
| 10 | ECOLAB INC | ECL | 278865100 | $81.5M | 3.30% | 292,638 | SH |
| 11 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $81.4M | 3.30% | 289,497 | SH |
| 12 | WATTS WATER TECHNOLOGIES INC | WTS | 942749102 | $76.0M | 3.08% | 194,171 | SH |
| 13 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $73.4M | 2.97% | 147,702 | SH |
| 14 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $68.4M | 2.77% | 410,233 | SH |
| 15 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $66.5M | 2.69% | 735,377 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $62.5M | 2.53% | 177,012 | SH |
| 17 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $57.3M | 2.32% | 159,696 | SH |
| 18 | LINCOLN ELEC HLDGS INC | LECO | 533900106 | $53.8M | 2.18% | 202,695 | SH |
| 19 | ANALOG DEVICES INC | ADI | 032654105 | $44.8M | 1.82% | 112,904 | SH |
| 20 | KROGER CO | KR | 501044101 | $44.2M | 1.79% | 796,380 | SH |
| 21 | S&P GLOBAL INC | SPGI | 78409V104 | $41.7M | 1.69% | 102,467 | SH |
| 22 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $32.6M | 1.32% | 34,862 | SH |
| 23 | JOHNSON & JOHNSON | JNJ | 478160104 | $32.2M | 1.30% | 126,625 | SH |
| 24 | ISHARES TR | IJR | 464287804 | $31.7M | 1.28% | 213,825 | SH |
| 25 | CLOROX CO DEL | CLX | 189054109 | $31.0M | 1.26% | 324,913 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $30.9M | 1.25% | 94,380 | SH |
| 27 | FISERV INC | FISV | 337738108 | $30.6M | 1.24% | 623,289 | SH |
| 28 | ISHARES TR | IVV | 464287200 | $30.5M | 1.24% | 40,764 | SH |
| 29 | MASTERCARD INCORPORATED | MA | 57636Q104 | $29.5M | 1.20% | 57,479 | SH |
| 30 | WW GRAINGER INC | GWW | 384802104 | $28.5M | 1.16% | 20,964 | SH |
| 31 | NVIDIA CORPORATION | NVDA | 67066G104 | $27.2M | 1.10% | 136,086 | SH |
| 32 | PEPSICO INC | PEP | 713448108 | $25.0M | 1.01% | 184,915 | SH |
| 33 | ALCON AG | ALC | H01301128 | $21.4M | 0.87% | 319,605 | SH |
| 34 | NEXTERA ENERGY INC | NEE | 65339F101 | $19.8M | 0.80% | 225,257 | SH |
| 35 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $18.4M | 0.75% | 37,502 | SH |
| 36 | CARLISLE COS INC | CSL | 142339100 | $18.0M | 0.73% | 49,537 | SH |
| 37 | J P MORGAN EXCHANGE TRADED F | BBJP | 46641Q217 | $15.1M | 0.61% | 200,297 | SH |
| 38 | LABCORP HOLDINGS INC | LH | 504922105 | $14.3M | 0.58% | 51,068 | SH |
| 39 | PROCTER & GAMBLE CO | PG | 742718109 | $13.3M | 0.54% | 90,519 | SH |
| 40 | MERCK & CO INC | MRK | 58933Y105 | $11.3M | 0.46% | 87,972 | SH |
| 41 | BANK OF AMER CORP | BAC | 060505104 | $10.2M | 0.41% | 178,425 | SH |
| 42 | BROADCOM INC | AVGO | 11135F101 | $9.4M | 0.38% | 24,929 | SH |
| 43 | ISHARES TR | IJH | 464287507 | $9.3M | 0.38% | 121,065 | SH |
| 44 | CHEWY INC | CHWY | 16679L109 | $9.3M | 0.38% | 474,960 | SH |
| 45 | ISHARES TR | EFA | 464287465 | $8.6M | 0.35% | 82,689 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $8.0M | 0.32% | 133,272 | SH |
| 47 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $7.9M | 0.32% | 110,272 | SH |
| 48 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.7M | 0.31% | 106,993 | SH |
| 49 | BXP INC | BXP | 101121101 | $7.4M | 0.30% | 110,916 | SH |
| 50 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $7.3M | 0.30% | 34,540 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |