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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 $2.47 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

Map of 500 Largest Holdings ofBirch Hill Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$130,311,205$563,912 â–¼-0.4%546,7455.3%Retail/Wholesale
Amphenol Corporation stock logo
APH
Amphenol
$126,934,179$3,843,247 â–²3.1%719,9085.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$112,451,676$3,698,060 â–¼-3.2%314,6654.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$106,374,476$197,654 â–¼-0.2%212,5834.3%Finance
Apple Inc. stock logo
AAPL
Apple
$106,214,750$1,605,947 â–²1.5%367,0684.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$105,771,451$1,095,934 â–²1.0%283,5544.3%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$92,111,119$1,325,329 â–¼-1.4%186,0533.7%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$86,686,785$1,033,988 â–¼-1.2%572,1903.5%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$81,805,773$2,791,184 â–²3.5%41,1203.3%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$81,531,873$843,074 â–²1.0%292,6383.3%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$81,409,451$2,846,689 â–²3.6%289,4973.3%Computer and Technology
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$76,008,238$1,902,838 â–²2.6%194,1713.1%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$73,368,014$1,536,386 â–¼-2.1%147,7023.0%Medical
MARSH & MCLENNAN COS INC
$68,373,488$2,887,722 â–¼-4.1%410,2332.8%COM
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$66,522,203$436,289 â–¼-0.7%735,3772.7%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$62,543,679$1,434,874 â–¼-2.2%177,0122.5%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$57,330,864$525,217 â–¼-0.9%159,6962.3%Medical
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$53,817,549$683,688 â–²1.3%202,6952.2%Industrials
Analog Devices, Inc. stock logo
ADI
Analog Devices
$44,842,082$774,084 â–¼-1.7%112,9041.8%Computer and Technology
The Kroger Co. stock logo
KR
Kroger
$44,222,981$212,735 â–²0.5%796,3801.8%Retail/Wholesale
S&P Global Inc. stock logo
SPGI
S&P Global
$41,730,710$1,365,136 â–¼-3.2%102,4671.7%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$32,612,355$165,578 â–¼-0.5%34,8621.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$32,158,951$1,338,168 â–¼-4.0%126,6251.3%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$31,712,388$443,892 â–²1.4%213,8251.3%ETF
The Clorox Company stock logo
CLX
Clorox
$31,009,697$2,606,753 â–²9.2%324,9131.3%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$30,893,426$369,883 â–¼-1.2%94,3801.3%Finance
FISERV INC
$30,572,325$4,619,823 â–²17.8%623,2891.2%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$30,527,438$36,695 â–¼-0.1%40,7641.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$29,521,423$43,656 â–²0.1%57,4791.2%Business Services
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$28,519,426$438,049 â–¼-1.5%20,9641.2%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$27,229,416$1,495,871 â–²5.8%136,0861.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$25,037,448$75,824 â–¼-0.3%184,9151.0%Consumer Staples
Alcon stock logo
ALC
Alcon
$21,445,495$6,343,365 â–¼-22.8%319,6050.9%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$19,770,807$5,213,977 â–²35.8%225,2570.8%Utilities
Trane Technologies plc stock logo
TT
Trane Technologies
$18,419,4820.0%37,5020.7%Construction
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$17,969,547$183,189 â–²1.0%49,5370.7%Multi-Sector Conglomerates
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$15,084,367$3,362,140 â–²28.7%200,2970.6%ETF
LABCORP HOLDINGS INC
$14,299,040$2,786,840 â–¼-16.3%51,0680.6%COM SHS
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$13,273,706$298,559 â–²2.3%90,5190.5%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,304,369$107,040 â–¼-0.9%87,9720.5%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$10,166,656$255,612 â–¼-2.5%178,4250.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$9,416,930$11,333 â–¼-0.1%24,9290.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,335,335$176,351 â–²1.9%121,0650.4%ETF
Chewy stock logo
CHWY
Chewy
$9,332,964$4,701,970 â–¼-33.5%474,9600.4%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,589,733$173,583 â–²2.1%82,6890.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,955,006$174,951 â–²2.2%133,2720.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$7,856,880$605,554 â–²8.4%110,2720.3%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$7,720,615$501,656 â–¼-6.1%106,9930.3%Computer and Technology
BXP, Inc. stock logo
BXP
BXP
$7,354,840$253,636 â–¼-3.3%110,9160.3%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$7,349,076$155,748 â–¼-2.1%34,5400.3%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$7,328,7660.0%90,1780.3%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$7,046,998$6,559,560 â–²1,345.7%36,9960.3%Medical
RTX Corporation stock logo
RTX
RTX
$7,010,334$4,174 â–¼-0.1%36,9490.3%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$6,406,415$19,879 â–¼-0.3%25,4590.3%Medical
Visa Inc. stock logo
V
Visa
$5,990,097$1,050,900 â–²21.3%17,4590.2%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$5,881,5990.0%26,2630.2%Computer and Technology
Hayward Holdings, Inc. stock logo
HAYW
Hayward
$5,265,165$346,200 â–¼-6.2%304,1690.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$4,901,899$7,054 â–¼-0.1%13,8990.2%Retail/Wholesale
GRAYSCALE BITCOIN TRUST ETF
$4,681,7320.0%102,8500.2%SHS REP COM UT
Intel Corporation stock logo
INTC
Intel
$4,440,2340.0%31,8000.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,290,482$15,973 â–¼-0.4%4,0290.2%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,253,170$24,336 â–²0.6%14,1560.2%Finance
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$4,199,036$70,594 â–¼-1.7%45,8010.2%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,079,059$124,254 â–¼-3.0%28,4950.2%Industrials
Oracle Corporation stock logo
ORCL
Oracle
$4,027,890$35,172 â–¼-0.9%27,4850.2%Computer and Technology
Gentex Corporation stock logo
GNTX
Gentex
$3,758,357$131,960 â–¼-3.4%148,7280.2%Auto/Tires/Trucks
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$3,693,551$3,305 â–¼-0.1%11,1770.1%Consumer Discretionary
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,613,013$87,476 â–²2.5%26,4340.1%ETF
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$3,130,679$204,604 â–¼-6.1%62,0920.1%Consumer Staples
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$3,096,715$70,462 â–²2.3%45,2670.1%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,924,628$42,220 â–¼-1.4%48,4210.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,888,3350.0%5,7610.1%Medical
GE Aerospace stock logo
GE
GE Aerospace
$2,872,495$429,790 â–²17.6%7,6860.1%Aerospace
Wabtec stock logo
WAB
Wabtec
$2,827,8340.0%10,4890.1%Transportation
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$2,713,0490.0%33,0900.1%Industrials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,694,617$61,568 â–¼-2.2%9,1910.1%Basic Materials
Accenture PLC stock logo
ACN
Accenture
$2,588,850$158,039 â–¼-5.8%20,8040.1%Computer and Technology
GE VERNOVA INC
$2,507,151$516,938 â–²26.0%2,1340.1%COM
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,370,1290.0%8,7630.1%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,342,867$313,666 â–¼-11.8%40,5060.1%Consumer Staples
CVS Health Corporation stock logo
CVS
CVS Health
$2,191,5880.0%21,1850.1%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,163,436$153,222 â–¼-6.6%40,7350.1%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,115,6160.0%7,7780.1%Transportation
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,103,835$13,611 â–¼-0.6%23,1850.1%Medical
LINDE PLC
$2,057,365$360,623 â–¼-14.9%3,9650.1%SHS
Deere & Company stock logo
DE
Deere & Company
$2,039,3710.0%3,2150.1%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,026,743$7,468 â–¼-0.4%2,7140.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,025,147$1,786,705 â–²749.3%16,9440.1%ETF
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$1,887,3040.0%24,5200.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$1,837,316$412,335 â–²28.9%19,0890.1%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,810,656$10,303 â–¼-0.6%2,6360.1%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,768,391$234,106 â–¼-11.7%12,3580.1%Consumer Discretionary
Allegion PLC stock logo
ALLE
Allegion
$1,756,1250.0%12,5000.1%Industrials
Chevron Corporation stock logo
CVX
Chevron
$1,750,923$91,168 â–¼-4.9%10,5630.1%Energy
Dover Corporation stock logo
DOV
Dover
$1,632,758$72,891 â–¼-4.3%7,2800.1%Industrials
Marriott International, Inc. stock logo
MAR
Marriott International
$1,590,2020.0%4,2910.1%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,535,782$424,860 â–²38.2%8,0610.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,518,061$8,109 â–¼-0.5%5,6160.1%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$1,479,483$3,982 â–²0.3%36,0410.1%Consumer Discretionary
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,349,386$1,012,040 â–²300.0%16,7480.1%ETF

Showing largest 100 holdings. View all holdings.
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