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 $2.47 billion in total holdings as of June 30, 2026.
Birch Hill Investment Advisors LLC owns shares of 211 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 2.31% of the portfolio was purchased this quarter.
About 2.21% of the portfolio was sold this quarter.
This quarter, Birch Hill Investment Advisors LLC has purchased 195 new stocks and bought additional shares in 50 stocks.
Birch Hill Investment Advisors LLC sold shares of 76 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Amazon.com: $130,311,205
Amphenol: $126,934,179
Alphabet: $112,451,676
Berkshire Hathaway: $106,374,476
Apple: $106,214,750

Largest New Holdings this Quarter

573874104 - Marvell Technology: $955,631 Holding
01862Q107 - ALLIANCE LAUNDRY HLDGS INC: $520,057 Holding
526057104 - Lennar: $361,960 Holding
81762P102 - ServiceNow: $310,250 Holding
23804L103 - Datadog: $294,728 Holding

Largest Purchases this Quarter

Danaher: 34,437 shares (about $6.56M)
NextEra Energy: 59,405 shares (about $5.21M)
FISERV INC: 94,186 shares (about $4.62M)
Amphenol: 21,797 shares (about $3.84M)
JPMorgan BetaBuilders Japan ETF: 44,644 shares (about $3.36M)

Largest Sales this Quarter

Alcon: 94,536 shares (about $6.34M)
Chewy: 239,286 shares (about $4.70M)
Intuit: 14,884 shares (about $3.88M)
Alphabet: 10,348 shares (about $3.70M)
MARSH & MCLENNAN COS INC: 17,326 shares (about $2.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$130,311,205	$563,912 â–¼	-0.4%	546,745	5.3%	Consumer Discretionary
APH Amphenol	$126,934,179	$3,843,247 â–²	3.1%	719,908	5.1%	Technology
GOOGL Alphabet	$112,451,676	$3,698,060 â–¼	-3.2%	314,665	4.6%	Communication Services
BRK.B Berkshire Hathaway	$106,374,476	$197,654 â–¼	-0.2%	212,583	4.3%	Finance
AAPL Apple	$106,214,750	$1,605,947 â–²	1.5%	367,068	4.3%	Technology
MSFT Microsoft	$105,771,451	$1,095,934 â–²	1.0%	283,554	4.3%	Technology
ROK Rockwell Automation	$92,111,119	$1,325,329 â–¼	-1.4%	186,053	3.7%	Industrials
TJX TJX Companies	$86,686,785	$1,033,988 â–¼	-1.2%	572,190	3.5%	Consumer Discretionary
ASML ASML	$81,805,773	$2,791,184 â–²	3.5%	41,120	3.3%	Technology
ECL Ecolab	$81,531,873	$843,074 â–²	1.0%	292,638	3.3%	Materials
IBM International Business Machines	$81,409,451	$2,846,689 â–²	3.6%	289,497	3.3%	Technology
WTS Watts Water Technologies	$76,008,238	$1,902,838 â–²	2.6%	194,171	3.1%	Industrials
VRTX Vertex Pharmaceuticals	$73,368,014	$1,536,386 â–¼	-2.1%	147,702	3.0%	Healthcare
MARSH & MCLENNAN COS INC	$68,373,488	$2,887,722 â–¼	-4.1%	410,233	2.8%	COM
EW Edwards Lifesciences	$66,522,203	$436,289 â–¼	-0.7%	735,377	2.7%	Healthcare
GOOG Alphabet	$62,543,679	$1,434,874 â–¼	-2.2%	177,012	2.5%	Communication Services
WST West Pharmaceutical Services	$57,330,864	$525,217 â–¼	-0.9%	159,696	2.3%	Healthcare
LECO Lincoln Electric	$53,817,549	$683,688 â–²	1.3%	202,695	2.2%	Industrials
ADI Analog Devices	$44,842,082	$774,084 â–¼	-1.7%	112,904	1.8%	Technology
KR Kroger	$44,222,981	$212,735 â–²	0.5%	796,380	1.8%	Consumer Staples
SPGI S&P Global	$41,730,710	$1,365,136 â–¼	-3.2%	102,467	1.7%	Finance
COST Costco Wholesale	$32,612,355	$165,578 â–¼	-0.5%	34,862	1.3%	Consumer Staples
JNJ Johnson & Johnson	$32,158,951	$1,338,168 â–¼	-4.0%	126,625	1.3%	Healthcare
IJR iShares Core S&P Small-Cap ETF	$31,712,388	$443,892 â–²	1.4%	213,825	1.3%	ETF
CLX Clorox	$31,009,697	$2,606,753 â–²	9.2%	324,913	1.3%	Consumer Staples
JPM JPMorgan Chase & Co.	$30,893,426	$369,883 â–¼	-1.2%	94,380	1.3%	Finance
FISERV INC	$30,572,325	$4,619,823 â–²	17.8%	623,289	1.2%	COM
IVV iShares Core S&P 500 ETF	$30,527,438	$36,695 â–¼	-0.1%	40,764	1.2%	ETF
MA Mastercard	$29,521,423	$43,656 â–²	0.1%	57,479	1.2%	Finance
GWW W.W. Grainger	$28,519,426	$438,049 â–¼	-1.5%	20,964	1.2%	Industrials
NVDA NVIDIA	$27,229,416	$1,495,871 â–²	5.8%	136,086	1.1%	Technology
PEP PepsiCo	$25,037,448	$75,824 â–¼	-0.3%	184,915	1.0%	Consumer Staples
ALC Alcon	$21,445,495	$6,343,365 â–¼	-22.8%	319,605	0.9%	Healthcare
NEE NextEra Energy	$19,770,807	$5,213,977 â–²	35.8%	225,257	0.8%	Utilities
TT Trane Technologies	$18,419,482		0.0%	37,502	0.7%	Industrials
CSL Carlisle Companies	$17,969,547	$183,189 â–²	1.0%	49,537	0.7%	Industrials
BBJP JPMorgan BetaBuilders Japan ETF	$15,084,367	$3,362,140 â–²	28.7%	200,297	0.6%	ETF
LABCORP HOLDINGS INC	$14,299,040	$2,786,840 â–¼	-16.3%	51,068	0.6%	COM SHS
PG Procter & Gamble	$13,273,706	$298,559 â–²	2.3%	90,519	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$11,304,369	$107,040 â–¼	-0.9%	87,972	0.5%	Healthcare
BAC Bank of America	$10,166,656	$255,612 â–¼	-2.5%	178,425	0.4%	Finance
AVGO Broadcom	$9,416,930	$11,333 â–¼	-0.1%	24,929	0.4%	Technology
IJH iShares Core S&P Mid-Cap ETF	$9,335,335	$176,351 â–²	1.9%	121,065	0.4%	ETF
CHWY Chewy	$9,332,964	$4,701,970 â–¼	-33.5%	474,960	0.4%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$8,589,733	$173,583 â–²	2.1%	82,689	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,955,006	$174,951 â–²	2.2%	133,272	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,856,880	$605,554 â–²	8.4%	110,272	0.3%	ETF
UBER Uber Technologies	$7,720,615	$501,656 â–¼	-6.1%	106,993	0.3%	Industrials
BXP BXP	$7,354,840	$253,636 â–¼	-3.3%	110,916	0.3%	Real Estate
RSP Invesco S&P 500 Equal Weight ETF	$7,349,076	$155,748 â–¼	-2.1%	34,540	0.3%	ETF
KO CocaCola	$7,328,766		0.0%	90,178	0.3%	Consumer Staples
DHR Danaher	$7,046,998	$6,559,560 â–²	1,345.7%	36,996	0.3%	Healthcare
RTX RTX	$7,010,334	$4,174 â–¼	-0.1%	36,949	0.3%	Industrials
ABBV AbbVie	$6,406,415	$19,879 â–¼	-0.3%	25,459	0.3%	Healthcare
V Visa	$5,990,097	$1,050,900 â–²	21.3%	17,459	0.2%	Finance
ADP Automatic Data Processing	$5,881,599		0.0%	26,263	0.2%	Industrials
HAYW Hayward	$5,265,165	$346,200 â–¼	-6.2%	304,169	0.2%	Industrials
HD Home Depot	$4,901,899	$7,054 â–¼	-0.1%	13,899	0.2%	Consumer Discretionary
GRAYSCALE BITCOIN TRUST ETF	$4,681,732		0.0%	102,850	0.2%	SHS REP COM UT
INTC Intel	$4,440,234		0.0%	31,800	0.2%	Technology
CAT Caterpillar	$4,290,482	$15,973 â–¼	-0.4%	4,029	0.2%	Industrials
IWM iShares Russell 2000 ETF	$4,253,170	$24,336 â–²	0.6%	14,156	0.2%	ETF
CL Colgate-Palmolive	$4,199,036	$70,594 â–¼	-1.7%	45,801	0.2%	Consumer Staples
EMR Emerson Electric	$4,079,059	$124,254 â–¼	-3.0%	28,495	0.2%	Industrials
ORCL Oracle	$4,027,890	$35,172 â–¼	-0.9%	27,485	0.2%	Technology
GNTX Gentex	$3,758,357	$131,960 â–¼	-3.4%	148,728	0.2%	Consumer Discretionary
HLT Hilton Worldwide	$3,693,551	$3,305 â–¼	-0.1%	11,177	0.1%	Consumer Discretionary
IJS iShares S&P Small-Cap 600 Value ETF	$3,613,013	$87,476 â–²	2.5%	26,434	0.1%	ETF
MKC McCormick & Company, Incorporated	$3,130,679	$204,604 â–¼	-6.1%	62,092	0.1%	Consumer Staples
EEM iShares MSCI Emerging Markets ETF	$3,096,715	$70,462 â–²	2.3%	45,267	0.1%	ETF
USB U.S. Bancorp	$2,924,628	$42,220 â–¼	-1.4%	48,421	0.1%	Finance
TMO Thermo Fisher Scientific	$2,888,335		0.0%	5,761	0.1%	Healthcare
GE GE Aerospace	$2,872,495	$429,790 â–²	17.6%	7,686	0.1%	Industrials
WAB Wabtec	$2,827,834		0.0%	10,489	0.1%	Industrials
IR Ingersoll Rand	$2,713,049		0.0%	33,090	0.1%	Industrials
APD Air Products and Chemicals	$2,694,617	$61,568 â–¼	-2.2%	9,191	0.1%	Materials
ACN Accenture	$2,588,850	$158,039 â–¼	-5.8%	20,804	0.1%	Technology
GE VERNOVA INC	$2,507,151	$516,938 â–²	26.0%	2,134	0.1%	COM
ITW Illinois Tool Works	$2,370,129		0.0%	8,763	0.1%	Industrials
MDLZ Mondelez International	$2,342,867	$313,666 â–¼	-11.8%	40,506	0.1%	Consumer Staples
CVS CVS Health	$2,191,588		0.0%	21,185	0.1%	Healthcare
XLE Energy Select Sector SPDR Fund	$2,163,436	$153,222 â–¼	-6.6%	40,735	0.1%	ETF
UNP Union Pacific	$2,115,616		0.0%	7,778	0.1%	Industrials
ABT Abbott Laboratories	$2,103,835	$13,611 â–¼	-0.6%	23,185	0.1%	Healthcare
LINDE PLC	$2,057,365	$360,623 â–¼	-14.9%	3,965	0.1%	SHS
DE Deere & Company	$2,039,371		0.0%	3,215	0.1%	Industrials
SPY SPDR S&P 500 ETF Trust	$2,026,743	$7,468 â–¼	-0.4%	2,714	0.1%	ETF
VGT Vanguard Information Technology ETF	$2,025,147	$1,786,705 â–²	749.3%	16,944	0.1%	ETF
COPX Global X Copper Miners ETF	$1,887,304		0.0%	24,520	0.1%	ETF
DIS Walt Disney	$1,837,316	$412,335 â–²	28.9%	19,089	0.1%	Communication Services
VOO Vanguard S&P 500 ETF	$1,810,656	$10,303 â–¼	-0.6%	2,636	0.1%	ETF
ABNB Airbnb	$1,768,391	$234,106 â–¼	-11.7%	12,358	0.1%	Consumer Discretionary
ALLE Allegion	$1,756,125		0.0%	12,500	0.1%	Industrials
CVX Chevron	$1,750,923	$91,168 â–¼	-4.9%	10,563	0.1%	Energy
DOV Dover	$1,632,758	$72,891 â–¼	-4.3%	7,280	0.1%	Industrials
MAR Marriott International	$1,590,202		0.0%	4,291	0.1%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$1,535,782	$424,860 â–²	38.2%	8,061	0.1%	ETF
MCD McDonald's	$1,518,061	$8,109 â–¼	-0.5%	5,616	0.1%	Consumer Discretionary
NKE NIKE	$1,479,483	$3,982 â–²	0.3%	36,041	0.1%	Consumer Discretionary
VO Vanguard Mid-Cap ETF	$1,349,386	$1,012,040 â–²	300.0%	16,748	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirch Hill Investment Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools