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Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2026)

About Birch Hill Investment Advisors LLC

Investment Activity

  • Birch Hill Investment Advisors LLC has $2.43 billion in total holdings as of September 30, 2026.
  • Birch Hill Investment Advisors LLC owns shares of 219 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 4.42% of the portfolio was purchased this quarter.
  • About 2.93% of the portfolio was sold this quarter.
  • This quarter, Birch Hill Investment Advisors LLC has purchased 211 new stocks and bought additional shares in 42 stocks.
  • Birch Hill Investment Advisors LLC sold shares of 86 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft
$143,222,899
Amazon.com
$133,293,259
Apple
$121,218,227
Amphenol
$117,116,641
Alphabet
$105,999,888

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$10,646,454 Holding
942622200 - Watsco
$2,457,843 Holding
903731107 - UL SOLUTIONS INC
$887,839 Holding
G29183103 - Eaton
$450,336 Holding
219350105 - Corning
$377,481 Holding

Largest Purchases this Quarter

Amphenol
669,376 shares (about $56.43M)
EXXONMOBIL HOLDINGS CORP
65,416 shares (about $10.65M)
Analog Devices
20,889 shares (about $8.29M)
ASML
3,007 shares (about $5.45M)
Broadcom
14,622 shares (about $5.14M)

Largest Sales this Quarter

Chewy
420,110 shares (about $7.65M)
Alcon
77,920 shares (about $5.05M)
LABCORP HOLDINGS INC
13,439 shares (about $4.14M)
Kroger
54,009 shares (about $3.17M)
Amazon.com
11,753 shares (about $2.93M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirch Hill Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$143,222,899$2,212,141 ▼-1.5%279,2415.9%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$133,293,259$2,928,260 ▼-2.1%534,9925.5%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$121,218,227$1,022,704 ▼-0.8%363,9975.0%Technology
Amphenol Corporation stock logo
APH
Amphenol
$117,116,641$56,428,397 ▲93.0%1,389,2844.8%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$105,999,888$2,269,893 ▼-2.1%308,0684.4%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$104,430,640$1,425,134 ▼-1.3%209,7214.3%Finance
ASML Holding N.V. stock logo
ASML
ASML
$79,944,388$5,447,748 ▲7.3%44,1273.3%Technology
Ecolab Inc. stock logo
ECL
Ecolab
$79,468,120$884,422 ▼-1.1%289,4173.3%Materials
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$79,227,883$1,766,569 ▼-2.2%181,9953.3%Industrials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$75,033,168$2,186,914 ▼-2.8%143,5193.1%Healthcare
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$74,227,498$1,478,961 ▼-2.0%561,0123.1%Consumer Discretionary
MARSH & MCLENNAN COS INC
$67,291,305$2,747,727 ▼-3.9%394,1392.8%COM
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$66,781,702$1,989,783 ▼-2.9%188,5532.7%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$62,532,257$1,136,818 ▼-1.8%284,3282.6%Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$62,411,259$1,066,484 ▼-1.7%723,0222.6%Healthcare
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$58,917,842$291,047 ▼-0.5%158,9112.4%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$57,491,044$2,824,055 ▼-4.7%168,7242.4%Communication Services
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$53,635,393$6,350 ▲0.0%202,7192.2%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$53,077,021$8,286,875 ▲18.5%133,7932.2%Technology
The Kroger Co. stock logo
KR
Kroger
$43,517,788$3,166,008 ▼-6.8%742,3711.8%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$39,695,516$724,641 ▼-1.8%100,6301.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$32,804,463$718,240 ▼-2.1%123,9121.3%Healthcare
NVIDIA Corporation stock logo
NVDA
NVIDIA
$32,424,671$1,345,385 ▲4.3%141,9771.3%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$31,052,597$166,188 ▼-0.5%40,5471.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$29,974,825$1,723,357 ▼-5.4%54,3541.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$29,358,465$2,377,808 ▼-7.5%32,2501.2%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$29,274,720$185,967 ▲0.6%215,1921.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,242,084$1,981,673 ▼-6.3%88,3901.2%Finance
FISERV INC
$27,187,472$972,725 ▼-3.5%601,7591.1%COM
The Clorox Company stock logo
CLX
Clorox
$25,079,724$1,241,478 ▼-4.7%309,5881.0%Consumer Staples
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$23,801,491$2,314,622 ▼-8.9%19,1061.0%Industrials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$21,473,729$4,412,764 ▲25.9%283,5190.9%Utilities
PepsiCo, Inc. stock logo
PEP
PepsiCo
$21,218,210$2,214,174 ▼-9.4%167,4420.9%Consumer Staples
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$17,351,797$1,628,483 ▲10.4%221,0420.7%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$16,950,1540.0%37,5020.7%Industrials
Alcon stock logo
ALC
Alcon
$15,649,104$5,045,320 ▼-24.4%241,6850.6%Healthcare
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$15,399,404$559,931 ▼-3.5%47,7990.6%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$13,889,916$5,135,100 ▲58.7%39,5510.6%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$13,178,204$27,603 ▲0.2%90,7090.5%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,614,882$1,168,289 ▼-9.1%79,9320.5%Healthcare
LABCORP HOLDINGS INC
$11,593,871$4,140,690 ▼-26.3%37,6290.5%COM SHS
EXXONMOBIL HOLDINGS CORP
$10,646,454$10,646,454 ▲New Holding65,4160.4%COM SHS
Bank of America Corporation stock logo
BAC
Bank of America
$9,668,129$43,544 ▼-0.4%177,6250.4%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$9,130,533$1,800,443 ▲24.6%133,2730.4%Industrials
Danaher Corporation stock logo
DHR
Danaher
$8,983,631$787,167 ▲9.6%40,5490.4%Healthcare
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,685,096$25,542 ▼-0.3%120,7100.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,598,352$7,792 ▲0.1%82,7640.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,961,241$56,878 ▲0.7%134,2310.3%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$7,690,301$72,221 ▼-0.9%89,3390.3%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,588,778$403,767 ▲5.6%36,4810.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,539,948$246,358 ▼-3.2%106,7830.3%ETF
RTX Corporation stock logo
RTX
RTX
$6,859,5820.0%36,9490.3%Industrials
Visa Inc. stock logo
V
Visa
$6,691,896$418,266 ▲6.7%18,6230.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$6,598,254$61,473 ▼-0.9%25,2240.3%Healthcare
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$6,441,952$335,478 ▼-4.9%24,9630.3%Industrials
GRAYSCALE BITCOIN TRUST ETF
$6,210,328$432,753 ▼-6.5%96,1500.3%SHS REP COM UT
BXP, Inc. stock logo
BXP
BXP
$6,160,866$617,211 ▼-9.1%100,8160.3%Real Estate
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,535,899$116,325 ▲2.6%29,2450.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$4,097,794$143,667 ▲3.6%14,4040.2%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,933,8110.0%14,1560.2%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$3,841,618$66,123 ▼-1.7%45,0260.2%Consumer Staples
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,760,704$128,260 ▼-3.3%5,5710.2%Healthcare
Intel Corporation stock logo
INTC
Intel
$3,751,176$72,138 ▼-1.9%31,2000.2%Technology
Oracle Corporation stock logo
ORCL
Oracle
$3,746,196$27,460 ▼-0.7%27,2850.2%Technology
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$3,723,0290.0%304,1690.2%Industrials
Accenture PLC stock logo
ACN
Accenture
$3,707,925$106,905 ▼-2.8%20,2210.2%Technology
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$3,503,137$52,490 ▼-1.5%11,0120.1%Consumer Discretionary
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,460,763$74,554 ▲2.2%27,0160.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,262,619$4,054 ▼-0.1%4,0240.1%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,785,245$11,552 ▼-0.4%48,2210.1%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,785,206$95,862 ▼-3.3%60,0260.1%Consumer Staples
Gentex Corporation stock logo
GNTX
Gentex
$2,711,587$521,760 ▼-16.1%124,7280.1%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,547,474$9,738 ▼-0.4%9,1560.1%Materials
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,503,972$1,230 ▼0.0%40,7150.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,496,143$527,240 ▼-17.4%37,3730.1%ETF
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$2,485,3900.0%33,0900.1%Industrials
Watsco, Inc. stock logo
WSO
Watsco
$2,457,843$2,457,843 ▲New Holding8,1200.1%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$2,400,2660.0%7,6860.1%Industrials
ALLIANCE LAUNDRY HLDGS INC
$2,262,805$1,845,112 ▲441.7%106,2350.1%COM
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,250,685$3,859 ▼-0.2%8,7480.1%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,207,398$84,007 ▼-3.7%22,3350.1%Healthcare
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,204,503$75,151 ▲3.5%17,5420.1%ETF
Deere & Company stock logo
DE
Deere & Company
$2,159,0330.0%3,2150.1%Industrials
Chevron Corporation stock logo
CVX
Chevron
$2,150,331$6,739 ▼-0.3%10,5300.1%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$2,132,407$129,971 ▲6.5%20,3280.1%Communication Services
Wabtec stock logo
WAB
Wabtec
$2,121,973$890,258 ▼-29.6%7,3890.1%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,087,649$254,408 ▼-10.9%36,1060.1%Consumer Staples
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$2,076,8440.0%24,5200.1%ETF
GE VERNOVA INC
$2,072,068$43,723 ▲2.2%2,1800.1%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,069,7880.0%2,7140.1%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,056,759$59,869 ▼-2.8%7,5580.1%Industrials
Allegion PLC stock logo
ALLE
Allegion
$1,922,1250.0%12,5000.1%Industrials
LINDE PLC
$1,874,655$7,119 ▼-0.4%3,9500.1%SHS
CVS Health Corporation stock logo
CVS
CVS Health
$1,815,3430.0%21,1850.1%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,786,020$61,684 ▼-3.3%2,5480.1%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,774,014$211,250 ▼-10.6%11,0430.1%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,666,481$22,481 ▲1.4%2,2980.1%Communication Services
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,573,243$4,698 ▼-0.3%8,0370.1%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$1,526,1800.0%4,2910.1%Consumer Discretionary
WALMART INC
$1,365,197$166,272 ▲13.9%13,1370.1%COM

Showing largest 100 holdings. View all holdings.
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