Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2026) About Birch Hill Investment Advisors LLCInvestment ActivityBirch 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 $130,311,205Amphenol $126,934,179Alphabet $112,451,676Berkshire Hathaway $106,374,476Apple $106,214,750 Largest New Holdings this Quarter 573874104 - Marvell Technology $955,631 Holding01862Q107 - ALLIANCE LAUNDRY HLDGS INC $520,057 Holding526057104 - Lennar $361,960 Holding81762P102 - ServiceNow $310,250 Holding23804L103 - 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 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$130,311,205$563,912 â–¼-0.4%546,7455.3%Retail/WholesaleAPHAmphenol$126,934,179$3,843,247 â–²3.1%719,9085.1%Computer and TechnologyGOOGLAlphabet$112,451,676$3,698,060 â–¼-3.2%314,6654.6%Computer and TechnologyBRK.BBerkshire Hathaway$106,374,476$197,654 â–¼-0.2%212,5834.3%FinanceAAPLApple$106,214,750$1,605,947 â–²1.5%367,0684.3%Computer and TechnologyMSFTMicrosoft$105,771,451$1,095,934 â–²1.0%283,5544.3%Computer and TechnologyROKRockwell Automation$92,111,119$1,325,329 â–¼-1.4%186,0533.7%Computer and TechnologyTJXTJX Companies$86,686,785$1,033,988 â–¼-1.2%572,1903.5%Retail/WholesaleASMLASML$81,805,773$2,791,184 â–²3.5%41,1203.3%Computer and TechnologyECLEcolab$81,531,873$843,074 â–²1.0%292,6383.3%Basic MaterialsIBMInternational Business Machines$81,409,451$2,846,689 â–²3.6%289,4973.3%Computer and TechnologyWTSWatts Water Technologies$76,008,238$1,902,838 â–²2.6%194,1713.1%Computer and TechnologyVRTXVertex Pharmaceuticals$73,368,014$1,536,386 â–¼-2.1%147,7023.0%MedicalMARSH & MCLENNAN COS INC$68,373,488$2,887,722 â–¼-4.1%410,2332.8%COMEWEdwards Lifesciences$66,522,203$436,289 â–¼-0.7%735,3772.7%MedicalGOOGAlphabet$62,543,679$1,434,874 â–¼-2.2%177,0122.5%Computer and TechnologyWSTWest Pharmaceutical Services$57,330,864$525,217 â–¼-0.9%159,6962.3%MedicalLECOLincoln Electric$53,817,549$683,688 â–²1.3%202,6952.2%IndustrialsADIAnalog Devices$44,842,082$774,084 â–¼-1.7%112,9041.8%Computer and TechnologyKRKroger$44,222,981$212,735 â–²0.5%796,3801.8%Retail/WholesaleSPGIS&P Global$41,730,710$1,365,136 â–¼-3.2%102,4671.7%FinanceCOSTCostco Wholesale$32,612,355$165,578 â–¼-0.5%34,8621.3%Retail/WholesaleJNJJohnson & Johnson$32,158,951$1,338,168 â–¼-4.0%126,6251.3%MedicalIJRiShares Core S&P Small-Cap ETF$31,712,388$443,892 â–²1.4%213,8251.3%ETFCLXClorox$31,009,697$2,606,753 â–²9.2%324,9131.3%Consumer StaplesJPMJPMorgan Chase & Co.$30,893,426$369,883 â–¼-1.2%94,3801.3%FinanceFISERV INC$30,572,325$4,619,823 â–²17.8%623,2891.2%COMIVViShares Core S&P 500 ETF$30,527,438$36,695 â–¼-0.1%40,7641.2%ETFMAMastercard$29,521,423$43,656 â–²0.1%57,4791.2%Business ServicesGWWW.W. Grainger$28,519,426$438,049 â–¼-1.5%20,9641.2%IndustrialsNVDANVIDIA$27,229,416$1,495,871 â–²5.8%136,0861.1%Computer and TechnologyPEPPepsiCo$25,037,448$75,824 â–¼-0.3%184,9151.0%Consumer StaplesALCAlcon$21,445,495$6,343,365 â–¼-22.8%319,6050.9%MedicalNEENextEra Energy$19,770,807$5,213,977 â–²35.8%225,2570.8%UtilitiesTTTrane Technologies$18,419,4820.0%37,5020.7%ConstructionCSLCarlisle Companies$17,969,547$183,189 â–²1.0%49,5370.7%Multi-Sector ConglomeratesBBJPJPMorgan BetaBuilders Japan ETF$15,084,367$3,362,140 â–²28.7%200,2970.6%ETFLABCORP HOLDINGS INC$14,299,040$2,786,840 â–¼-16.3%51,0680.6%COM SHSPGProcter & Gamble$13,273,706$298,559 â–²2.3%90,5190.5%Consumer StaplesMRKMerck & Co., Inc.$11,304,369$107,040 â–¼-0.9%87,9720.5%MedicalBACBank of America$10,166,656$255,612 â–¼-2.5%178,4250.4%FinanceAVGOBroadcom$9,416,930$11,333 â–¼-0.1%24,9290.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$9,335,335$176,351 â–²1.9%121,0650.4%ETFCHWYChewy$9,332,964$4,701,970 â–¼-33.5%474,9600.4%Retail/WholesaleEFAiShares MSCI EAFE ETF$8,589,733$173,583 â–²2.1%82,6890.3%FinanceVWOVanguard FTSE Emerging Markets ETF$7,955,006$174,951 â–²2.2%133,2720.3%ETFVEAVanguard FTSE Developed Markets ETF$7,856,880$605,554 â–²8.4%110,2720.3%ETFUBERUber Technologies$7,720,615$501,656 â–¼-6.1%106,9930.3%Computer and TechnologyBXPBXP$7,354,840$253,636 â–¼-3.3%110,9160.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$7,349,076$155,748 â–¼-2.1%34,5400.3%ETFKOCocaCola$7,328,7660.0%90,1780.3%Consumer StaplesDHRDanaher$7,046,998$6,559,560 â–²1,345.7%36,9960.3%MedicalRTXRTX$7,010,334$4,174 â–¼-0.1%36,9490.3%AerospaceABBVAbbVie$6,406,415$19,879 â–¼-0.3%25,4590.3%MedicalVVisa$5,990,097$1,050,900 â–²21.3%17,4590.2%Business ServicesADPAutomatic Data Processing$5,881,5990.0%26,2630.2%Computer and TechnologyHAYWHayward$5,265,165$346,200 â–¼-6.2%304,1690.2%Computer and TechnologyHDHome Depot$4,901,899$7,054 â–¼-0.1%13,8990.2%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$4,681,7320.0%102,8500.2%SHS REP COM UTINTCIntel$4,440,2340.0%31,8000.2%Computer and TechnologyCATCaterpillar$4,290,482$15,973 â–¼-0.4%4,0290.2%IndustrialsIWMiShares Russell 2000 ETF$4,253,170$24,336 â–²0.6%14,1560.2%FinanceCLColgate-Palmolive$4,199,036$70,594 â–¼-1.7%45,8010.2%Consumer StaplesEMREmerson Electric$4,079,059$124,254 â–¼-3.0%28,4950.2%IndustrialsORCLOracle$4,027,890$35,172 â–¼-0.9%27,4850.2%Computer and TechnologyGNTXGentex$3,758,357$131,960 â–¼-3.4%148,7280.2%Auto/Tires/TrucksHLTHilton Worldwide$3,693,551$3,305 â–¼-0.1%11,1770.1%Consumer DiscretionaryIJSiShares S&P Small-Cap 600 Value ETF$3,613,013$87,476 â–²2.5%26,4340.1%ETFMKCMcCormick & Company, Incorporated$3,130,679$204,604 â–¼-6.1%62,0920.1%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$3,096,715$70,462 â–²2.3%45,2670.1%FinanceUSBU.S. Bancorp$2,924,628$42,220 â–¼-1.4%48,4210.1%FinanceTMOThermo Fisher Scientific$2,888,3350.0%5,7610.1%MedicalGEGE Aerospace$2,872,495$429,790 â–²17.6%7,6860.1%AerospaceWABWabtec$2,827,8340.0%10,4890.1%TransportationIRIngersoll Rand$2,713,0490.0%33,0900.1%IndustrialsAPDAir Products and Chemicals$2,694,617$61,568 â–¼-2.2%9,1910.1%Basic MaterialsACNAccenture$2,588,850$158,039 â–¼-5.8%20,8040.1%Computer and TechnologyGE VERNOVA INC$2,507,151$516,938 â–²26.0%2,1340.1%COMITWIllinois Tool Works$2,370,1290.0%8,7630.1%IndustrialsMDLZMondelez International$2,342,867$313,666 â–¼-11.8%40,5060.1%Consumer StaplesCVSCVS Health$2,191,5880.0%21,1850.1%MedicalXLEEnergy Select Sector SPDR Fund$2,163,436$153,222 â–¼-6.6%40,7350.1%ETFUNPUnion Pacific$2,115,6160.0%7,7780.1%TransportationABTAbbott Laboratories$2,103,835$13,611 â–¼-0.6%23,1850.1%MedicalLINDE PLC$2,057,365$360,623 â–¼-14.9%3,9650.1%SHSDEDeere & Company$2,039,3710.0%3,2150.1%IndustrialsSPYSPDR S&P 500 ETF Trust$2,026,743$7,468 â–¼-0.4%2,7140.1%FinanceVGTVanguard Information Technology ETF$2,025,147$1,786,705 â–²749.3%16,9440.1%ETFCOPXGlobal X Copper Miners ETF$1,887,3040.0%24,5200.1%ETFDISWalt Disney$1,837,316$412,335 â–²28.9%19,0890.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,810,656$10,303 â–¼-0.6%2,6360.1%ETFABNBAirbnb$1,768,391$234,106 â–¼-11.7%12,3580.1%Consumer DiscretionaryALLEAllegion$1,756,1250.0%12,5000.1%IndustrialsCVXChevron$1,750,923$91,168 â–¼-4.9%10,5630.1%EnergyDOVDover$1,632,758$72,891 â–¼-4.3%7,2800.1%IndustrialsMARMarriott International$1,590,2020.0%4,2910.1%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$1,535,782$424,860 â–²38.2%8,0610.1%ETFMCDMcDonald's$1,518,061$8,109 â–¼-0.5%5,6160.1%Retail/WholesaleNKENIKE$1,479,483$3,982 â–²0.3%36,0410.1%Consumer DiscretionaryVOVanguard Mid-Cap ETF$1,349,386$1,012,040 â–²300.0%16,7480.1%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.