Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2026) About Birch Hill Investment Advisors LLCInvestment ActivityBirch Hill Investment Advisors LLC has $2.23 billion in total holdings as of March 31, 2026.Birch Hill Investment Advisors LLC owns shares of 195 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 1.58% of the portfolio was purchased this quarter.About 3.71% of the portfolio was sold this quarter.This quarter, Birch Hill Investment Advisors LLC has purchased 200 new stocks and bought additional shares in 49 stocks.Birch Hill Investment Advisors LLC sold shares of 79 stocks and completely divested from 9 stocks this quarter.Largest Holdings Amazon.com $114,363,349Microsoft $103,875,762Berkshire Hathaway $102,059,123Alphabet $93,460,614TJX Companies $92,468,695 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $857,584 Holding20464U100 - Compass $236,113 Holding778296103 - Ross Stores $235,693 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $207,464 Holding Largest Purchases this Quarter Clorox 78,394 shares (about $8.12M)Chewy 256,935 shares (about $6.94M)FISERV INC 41,408 shares (about $2.31M)West Pharmaceutical Services 9,011 shares (about $2.26M)Amazon.com 8,894 shares (about $1.85M) Largest Sales this Quarter Intuit 71,754 shares (about $31.02M)Alphabet 36,642 shares (about $10.54M)LABCORP HOLDINGS INC 21,484 shares (about $5.73M)Amphenol 33,965 shares (about $4.29M)TJX Companies 20,386 shares (about $3.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirch Hill Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$114,363,349$1,852,353 ▲1.6%549,1115.1%Retail/WholesaleMSFTMicrosoft$103,875,762$708,136 ▼-0.7%280,6164.7%Computer and TechnologyBRK.BBerkshire Hathaway$102,059,123$1,824,316 ▼-1.8%212,9784.6%FinanceGOOGLAlphabet$93,460,614$10,536,760 ▼-10.1%325,0134.2%Computer and TechnologyTJXTJX Companies$92,468,695$3,255,644 ▼-3.4%579,0154.2%Retail/WholesaleAAPLApple$91,749,612$369,518 ▼-0.4%361,5184.1%Computer and TechnologyAPHAmphenol$88,206,325$4,291,478 ▼-4.6%698,1114.0%Computer and TechnologyECLEcolab$77,042,584$1,028,433 ▼-1.3%289,6123.5%Basic MaterialsMARSH & MCLENNAN COS INC$74,160,061$1,913,499 ▼-2.5%427,5593.3%COMROKRockwell Automation$67,731,422$1,447,363 ▼-2.1%188,7303.0%Computer and TechnologyIBMInternational Business Machines$67,717,464$733,715 ▼-1.1%279,3743.0%Computer and TechnologyVRTXVertex Pharmaceuticals$67,335,999$754,653 ▼-1.1%150,7953.0%MedicalEWEdwards Lifesciences$59,275,216$278,678 ▼-0.5%740,2002.7%MedicalKRKroger$57,348,846$35,456 ▼-0.1%792,5492.6%Retail/WholesaleWTSWatts Water Technologies$54,954,800$173,884 ▼-0.3%189,3102.5%Computer and TechnologyASMLASML$52,460,007$77,930 ▲0.1%39,7172.4%Computer and TechnologyGOOGAlphabet$51,942,624$2,388,971 ▼-4.4%181,0732.3%Computer and TechnologyLECOLincoln Electric$49,845,890$184,319 ▼-0.4%200,1202.2%IndustrialsSPGIS&P Global$45,009,053$166,733 ▼-0.4%105,8192.0%FinanceWSTWest Pharmaceutical Services$40,392,892$2,258,517 ▲5.9%161,1591.8%MedicalADIAnalog Devices$36,539,333$356,317 ▼-1.0%114,8531.6%Computer and TechnologyCOSTCostco Wholesale$34,913,911$225,193 ▼-0.6%35,0391.6%Retail/WholesaleJNJJohnson & Johnson$32,240,169$622,589 ▼-1.9%131,8941.4%MedicalALCAlcon$31,205,524$2,086,743 ▼-6.3%414,1411.4%MedicalCLXClorox$30,840,288$8,123,970 ▲35.8%297,6001.4%Consumer StaplesFISERV INC$29,523,947$2,310,566 ▲8.5%529,1031.3%COMPEPPepsiCo$28,802,363$139,761 ▲0.5%185,4751.3%Consumer StaplesMAMastercard$28,677,689$305,294 ▼-1.1%57,3941.3%Business ServicesJPMJPMorgan Chase & Co.$28,095,240$382,408 ▼-1.3%95,5101.3%FinanceIVViShares Core S&P 500 ETF$26,659,186$127,375 ▼-0.5%40,8131.2%ETFIJRiShares Core S&P Small-Cap ETF$26,208,528$104,545 ▼-0.4%210,8321.2%ETFGWWW.W. Grainger$23,218,982$16,362 ▼-0.1%21,2861.0%IndustrialsNVDANVIDIA$22,429,556$1,671,448 ▲8.1%128,6101.0%Computer and TechnologyCHWYChewy$19,284,642$6,937,245 ▲56.2%714,2460.9%Retail/WholesaleCSLCarlisle Companies$16,358,056$482,081 ▲3.0%49,0320.7%Multi-Sector ConglomeratesLABCORP HOLDINGS INC$16,281,013$5,732,146 ▼-26.0%61,0210.7%COM SHSTTTrane Technologies$15,628,5830.0%37,5020.7%ConstructionNEENextEra Energy$15,404,334$736,538 ▲5.0%165,8520.7%UtilitiesPGProcter & Gamble$12,780,485$1,099,911 ▲9.4%88,4830.6%Consumer StaplesXOMExxonMobil$11,296,132$193,243 ▼-1.7%66,5810.5%EnergyBBJPJPMorgan BetaBuilders Japan ETF$10,726,048$411,531 ▲4.0%155,6530.5%ETFMRKMerck & Co., Inc.$10,682,323$69,768 ▼-0.6%88,8050.5%MedicalBACBank of America$8,916,911$735,589 ▼-7.6%182,9110.4%FinanceUBERUber Technologies$8,196,064$238,232 ▼-2.8%113,9450.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$8,021,090$4,322 ▲0.1%118,7780.4%ETFEFAiShares MSCI EAFE ETF$7,869,278$268,662 ▲3.5%81,0180.4%FinanceAVGOBroadcom$7,725,060$59,735 ▲0.8%24,9590.3%Computer and TechnologyINTUIntuit$7,349,943$31,024,637 ▼-80.8%16,9990.3%Computer and TechnologyRTXRTX$7,131,706$18,904 ▼-0.3%36,9710.3%AerospaceVWOVanguard FTSE Emerging Markets ETF$7,044,931$497,260 ▲7.6%130,3410.3%ETFKOCocaCola$6,858,037$16,959 ▼-0.2%90,1780.3%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$6,769,402$1,210,056 ▲21.8%35,2720.3%ETFVEAVanguard FTSE Developed Markets ETF$6,521,614$1,568,550 ▲31.7%101,7730.3%ETFBXPBXP$5,955,058$295,830 ▼-4.7%114,7410.3%FinanceABBVAbbVie$5,554,183$95,042 ▼-1.7%25,5380.2%MedicalGRAYSCALE BITCOIN TRUST ETF$5,426,3660.0%102,8500.2%SHS REP COM UTADPAutomatic Data Processing$5,336,116$265,150 ▼-4.7%26,2630.2%Computer and TechnologyHDHome Depot$4,577,8200.0%13,9190.2%Retail/WholesaleACNAccenture$4,377,053$315,083 ▼-6.7%22,0740.2%Computer and TechnologyVVisa$4,351,125$435,536 ▲11.1%14,3960.2%Business ServicesHAYWHayward$4,337,3810.0%324,1690.2%Computer and TechnologyORCLOracle$4,078,588$161,820 ▼-3.8%27,7250.2%Computer and TechnologyCLColgate-Palmolive$3,969,246$95,458 ▼-2.3%46,5710.2%Consumer StaplesEMREmerson Electric$3,847,140$13,102 ▼-0.3%29,3630.2%IndustrialsIWMiShares Russell 2000 ETF$3,490,600$6,200 ▲0.2%14,0750.2%FinanceHLTHilton Worldwide$3,401,743$115,550 ▲3.5%11,1870.2%Consumer DiscretionaryGNTXGentex$3,363,807$306,730 ▼-8.4%153,9500.2%Auto/Tires/TrucksMKCMcCormick & Company, Incorporated$3,336,606$25,724 ▼-0.8%66,1500.1%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$3,055,312$3,554 ▲0.1%25,7940.1%ETFCATCaterpillar$2,865,0120.0%4,0440.1%IndustrialsTMOThermo Fisher Scientific$2,831,704$2,458 ▼-0.1%5,7610.1%MedicalAPDAir Products and Chemicals$2,730,896$95,862 ▲3.6%9,4010.1%Basic MaterialsXLEEnergy Select Sector SPDR Fund$2,672,161$36,756 ▼-1.4%43,6200.1%ETFIRIngersoll Rand$2,651,1710.0%33,0900.1%IndustrialsMDLZMondelez International$2,647,361$2,572,371 ▼-49.3%45,9290.1%Consumer StaplesWABWabtec$2,621,306$162,442 ▼-5.8%10,4890.1%TransportationUSBU.S. Bancorp$2,554,731$52,010 ▼-2.0%49,1200.1%FinanceEEMiShares MSCI Emerging Markets ETF$2,512,219$3,975 ▲0.2%44,2370.1%FinanceBRBroadridge Financial Solutions$2,403,892$955,708 ▲66.0%14,7950.1%Computer and TechnologyABTAbbott Laboratories$2,395,836$122,179 ▼-4.9%23,3350.1%MedicalLINDE PLC$2,310,020$77,331 ▼-3.2%4,6600.1%SHSCVXChevron$2,299,280$87,933 ▼-3.7%11,1130.1%EnergyITWIllinois Tool Works$2,280,9210.0%8,7630.1%IndustrialsROPER TECHNOLOGIES INC$1,899,167$897,389 ▼-32.1%5,3670.1%COMNKENIKE$1,898,562$100,094 ▲5.6%35,9440.1%Consumer DiscretionaryUNPUnion Pacific$1,887,098$61,868 ▼-3.2%7,7780.1%TransportationCOPXGlobal X Copper Miners ETF$1,872,1020.0%24,5200.1%ETFGEGE Aerospace$1,854,726$198,640 ▲12.0%6,5360.1%AerospaceALLEAllegion$1,816,1250.0%12,5000.1%IndustrialsDEDeere & Company$1,811,0090.0%3,2150.1%IndustrialsSPYSPDR S&P 500 ETF Trust$1,771,534$3,252 ▼-0.2%2,7240.1%FinanceABNBAirbnb$1,767,128$50,511 ▲2.9%13,9940.1%Consumer DiscretionaryMCDMcDonald's$1,754,7200.0%5,6460.1%Retail/WholesaleDOVDover$1,585,262$57,324 ▼-3.5%7,6050.1%IndustrialsVOOVanguard S&P 500 ETF$1,584,300$23,905 ▼-1.5%2,6510.1%ETFCVSCVS Health$1,521,507$12,066 ▼-0.8%21,1850.1%MedicalWALMART INC$1,480,0510.0%11,9090.1%COMGE VERNOVA INC$1,478,693$305,515 ▲26.0%1,6940.1%COMDISWalt Disney$1,426,906$199,217 ▼-12.3%14,8050.1%Consumer DiscretionaryMARMarriott International$1,403,4570.0%4,2910.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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