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Birch Hill Investment Advisors LLC

CIK 1424177 · latest 13F filed 16 October 2026 · Read the filing on EDGAR

Birch Hill Investment Advisors LLC reported 219 US-listed holdings worth $2.43 billion in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: Microsoft Corp. (5.9%), Amazon.com Inc. (5.5%) and Apple Inc. (5.0%). Against the quarter before, it opened 12 positions, added to 40, trimmed 85 and sold out of 4.

Reported holdings$2.43B-1.6% on Q2 2026
Positions219+8 on Q2 2026
The largest ten42.8%of its reported holdings
Latest 13FQ3 2026filed 16 October 2026
Where the money is
Added toTrimmed
MSFT5.9%AMZN5.5%AAPL5.0%APH4.8%GOOGL4.4%BRKB4.3%ASML3.3%ECL3.3%ROK3.3%VRTX3.1%TJX3.1%MRSH2.8%WTS2.7%IBM2.6%205 more46.1%

The 14 largest of its 219 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $2.15 billion in 181 positions$2.15BQ4 24Q1 2025: $2.11 billion in 187 positions$2.11BQ1 25Q2 2025: $2.25 billion in 195 positions$2.25BQ2 25Q3 2025: $2.37 billion in 197 positions$2.37BQ3 25Q4 2025: $2.39 billion in 200 positions$2.39BQ4 25Q1 2026: $2.23 billion in 195 positions$2.23BQ1 26Q2 2026: $2.47 billion in 211 positions$2.47BQ2 26Q3 2026: $2.43 billion in 219 positions$2.43BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 12Added 40Held 82Trimmed 85Sold out 4
Opened: 12Added: 40Held: 82Trimmed: 85Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 12

  1. ExxonMobil Holdings Corp. XOM$10.6 million
  2. Watsco Inc. WSO$2.5 million
  3. UL Solutions Inc. ULS$887,839
  4. Eaton Corp. plc ETN$450,336
  5. Corning Inc. GLW$377,481
  6. Canadian Natl Ry Co. CNI$314,134
  7. Space Exploration Techn Corp. Class A Com STK SPCX$309,263
  8. General Dynamics Corp. GD$275,751

and 4 more in the table below

Added to 40

  1. Amphenol Corp. APH+669,376 shares · +93%
  2. Analog Devices Inc. ADI+20,889 shares · +19%
  3. ASML Holding N.V. ASML+3,007 shares · +7%
  4. Broadcom Inc. AVGO+14,622 shares · +59%
  5. NextEra Energy Inc. NEE+58,262 shares · +26%
  6. Alliance Laundry Hldgs Inc. ALH+86,625 shares · +442%
  7. Uber Technologies, Inc. UBER+26,280 shares · +25%
  8. J P Morgan Exchange Traded F BBJP+20,745 shares · +10%

and 32 more in the table below

Trimmed 85

  1. Chewy, Inc. CHWY-420,110 shares · -88%
  2. Alcon AG ALC-77,920 shares · -24%
  3. Labcorp Holdings Inc. LH-13,439 shares · -26%
  4. Kroger Co. KR-54,009 shares · -7%
  5. Amazon.com Inc. AMZN-11,753 shares · -2%
  6. Alphabet Inc. GOOG-8,288 shares · -5%
  7. Marsh & McLennan Companies, Inc. MRSH-16,094 shares · -4%
  8. Costco Wholesale Corp. COST-2,612 shares · -7%

and 77 more in the table below

Sold out of 4

  1. iShares Bitcoin Trust ETF IBIT$366,190 last quarter
  2. Mobileye Global Inc. MBLY$334,928 last quarter
  3. KLA Corp. KLAC$244,385 last quarter
  4. Citigroup Inc. C$202,942 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Microsoft Corp. MSFT279,241$143.2 million5.89%-4,313
Amazon.com Inc. AMZN534,992$133.3 million5.48%-11,753
Apple Inc. AAPL363,997$121.2 million4.99%-3,071
Amphenol Corp. APH1,389,284$117.1 million4.82%+669,376
Alphabet Inc. GOOGL308,068$106.0 million4.36%-6,597
Berkshire Hathaway Inc. Class B BRKB209,721$104.4 million4.30%-2,862
ASML Holding N.V. ASML44,127$79.9 million3.29%+3,007
Ecolab Inc. ECL289,417$79.5 million3.27%-3,221
Rockwell Automation, Inc. ROK181,995$79.2 million3.26%-4,058
Vertex Pharmaceuticals Inc. VRTX143,519$75.0 million3.09%-4,183
TJX Companies Inc. TJX561,012$74.2 million3.05%-11,178
Marsh & McLennan Companies, Inc. MRSH394,139$67.3 million2.77%-16,094
Watts Water Technologies Inc. WTS188,553$66.8 million2.75%-5,618
International Business Machines Corp. IBM284,328$62.5 million2.57%-5,169
Edwards Lifesciences Corp. EW723,022$62.4 million2.57%-12,355
West Pharmaceutical Services Inc. WST158,911$58.9 million2.42%-785
Alphabet Inc. GOOG168,724$57.5 million2.37%-8,288
Lincoln Electric Holdings Inc. LECO202,719$53.6 million2.21%+24
Analog Devices Inc. ADI133,793$53.1 million2.18%+20,889
Kroger Co. KR742,371$43.5 million1.79%-54,009
S&P Global Inc. SPGI100,630$39.7 million1.63%-1,837
Johnson & Johnson JNJ123,912$32.8 million1.35%-2,713
NVIDIA Corp. NVDA141,977$32.4 million1.33%+5,891
iShares Core S&P 500 ETF IVV40,547$31.1 million1.28%-217
Mastercard Inc. MA54,354$30.0 million1.23%-3,125
Costco Wholesale Corp. COST32,250$29.4 million1.21%-2,612
iShares Core S&P Small-Cap ETF IJR215,192$29.3 million1.20%+1,367
JPMorgan Chase & Co. JPM88,390$29.2 million1.20%-5,990
Fiserv Inc. FISV601,759$27.2 million1.12%-21,530
Clorox Co. CLX309,588$25.1 million1.03%-15,325
W.W. Grainger, Inc. GWW19,106$23.8 million0.98%-1,858
NextEra Energy Inc. NEE283,519$21.5 million0.88%+58,262
PepsiCo Inc. PEP167,442$21.2 million0.87%-17,473
J P Morgan Exchange Traded F BBJP221,042$17.4 million0.71%+20,745
Trane Technologies plc TT37,502$17.0 million0.70%no change
Alcon AG ALC241,685$15.6 million0.64%-77,920
Carlisle Companies Inc. CSL47,799$15.4 million0.63%-1,738
Broadcom Inc. AVGO39,551$13.9 million0.57%+14,622
Procter & Gamble Co. PG90,709$13.2 million0.54%+190
Merck & Co., Inc. MRK79,932$11.6 million0.48%-8,040
Labcorp Holdings Inc. LH37,629$11.6 million0.48%-13,439
ExxonMobil Holdings Corp. XOM65,416$10.6 million0.44%new
Bank of America Corp. BAC177,625$9.7 million0.40%-800
Uber Technologies, Inc. UBER133,273$9.1 million0.38%+26,280
Danaher Corp. DHR40,549$9.0 million0.37%+3,553
iShares Core S&P Mid-Cap ETF IJH120,710$8.7 million0.36%-355
iShares Trust EFA82,764$8.6 million0.35%+75
Vanguard Ftse Emerging Markets VWO134,231$8.0 million0.33%+959
Coca-Cola Co. KO89,339$7.7 million0.32%-839
Invesco Exchange Traded FD T RSP36,481$7.6 million0.31%+1,941
Vanguard Ftse Developed Markets VEA106,783$7.5 million0.31%-3,489
RTX Corp. RTX36,949$6.9 million0.28%no change
Visa Inc. V18,623$6.7 million0.28%+1,164
AbbVie Inc. ABBV25,224$6.6 million0.27%-235
Automatic Data Processing Inc. ADP24,963$6.4 million0.27%-1,300
Grayscale Bitcoin Trust BTC GBTC96,150$6.2 million0.26%-6,700
Bxp, Inc. BXP100,816$6.2 million0.25%-10,100
Emerson Electric Co. EMR29,245$4.5 million0.19%+750
Home Depot, Inc. HD14,404$4.1 million0.17%+505
iShares Russell 2000 ETF IWM14,156$3.9 million0.16%no change
Colgate-Palmolive Co. CL45,026$3.8 million0.16%-775
Thermo Fisher Scientific Inc. TMO5,571$3.8 million0.15%-190
Intel Corp. INTC31,200$3.8 million0.15%-600
Oracle Corp. ORCL27,285$3.7 million0.15%-200
Hayward Holdings, Inc. HAYW304,169$3.7 million0.15%no change
Accenture plc ACN20,221$3.7 million0.15%-583
Hilton Worldwide Holdings Inc. HLT11,012$3.5 million0.14%-165
iShares Trust IJS27,016$3.5 million0.14%+582
Caterpillar Inc. CAT4,024$3.3 million0.13%-5
U.S. Bancorp USB48,221$2.8 million0.11%-200
McCormick & Co. Inc. MKC60,026$2.8 million0.11%-2,066
Gentex Corp. GNTX124,728$2.7 million0.11%-24,000
Air Products & Chemicals, Inc. APD9,156$2.5 million0.10%-35
Select Sector SPDR Trust XLE40,715$2.5 million0.10%-20
iShares Trust EEM37,373$2.5 million0.10%-7,894
Ingersoll Rand Inc. IR33,090$2.5 million0.10%no change
Watsco Inc. WSO8,120$2.5 million0.10%new
General Electric Co. GE7,686$2.4 million0.10%no change
Alliance Laundry Hldgs Inc. ALH106,235$2.3 million0.09%+86,625
Illinois Tool Works Inc. ITW8,748$2.3 million0.09%-15
Abbott Laboratories ABT22,335$2.2 million0.09%-850
Vanguard World FD VGT17,542$2.2 million0.09%+598
Deere & Co. DE3,215$2.2 million0.09%no change
Chevron Corp. CVX10,530$2.2 million0.09%-33
Walt Disney Co. DIS20,328$2.1 million0.09%+1,239
Westinghouse Air Brake Technologies Corp. WAB7,389$2.1 million0.09%-3,100
Mondelez International, Inc. MDLZ36,106$2.1 million0.09%-4,400
Global X FDS COPX24,520$2.1 million0.09%no change
GE Vernova Inc. GEV2,180$2.1 million0.09%+46
SPDR S&P 500 SPY2,714$2.1 million0.09%no change
Union Pacific Corp. UNP7,558$2.1 million0.08%-220
Allegion plc ALLE12,500$1.9 million0.08%no change
Linde plc LIN3,950$1.9 million0.08%-15
CVS Health Corp. CVS21,185$1.8 million0.07%no change
Vanguard S&P 500 VOO2,548$1.8 million0.07%-88
Airbnb, Inc. ABNB11,043$1.8 million0.07%-1,315
Meta Platforms, Inc. META2,298$1.7 million0.07%+31
Technology Select Sector SPDR ETF XLK8,037$1.6 million0.06%-24
Marriott International Inc. MAR4,291$1.5 million0.06%no change
Walmart Inc. WMT13,137$1.4 million0.06%+1,600
Dover Corp. DOV7,155$1.3 million0.06%-125
McDonald's Corp. MCD5,616$1.3 million0.05%no change
Taiwan Semiconductor Manufacturing Company Limited TSM2,757$1.3 million0.05%+88
Waste Management Inc. WM5,969$1.2 million0.05%no change
iShares Gold Trust IAU15,427$1.2 million0.05%+4,775
Tesla, Inc. TSLA3,277$1.2 million0.05%+95
iShares Trust IWR10,706$1.1 million0.05%no change
Salesforce, Inc. CRM4,890$1.1 million0.05%-485
Broadridge Financial Solutions, Inc. BR6,750$1.1 million0.04%-675
Nike, Inc. NKE29,781$1.1 million0.04%-6,260
iShares S&P Growth Index FD IVW7,361$1.0 million0.04%no change
Philip Morris International Inc. PM5,471$1.0 million0.04%no change
Grayscale Bitcoin Mini Trust Et BTC27,761$1.0 million0.04%no change
Roper Technologies Inc. ROP2,870$1.0 million0.04%-100
Vanguard Intl Equity Index F VT6,350$1.0 million0.04%-150
Chewy, Inc. CHWY54,850$998,2700.04%-420,110
IDEXX Laboratories Inc. IDXX1,910$997,3830.04%no change
Arista Networks, Inc. ANET4,758$968,5820.04%-156
Carrier Global Corp. CARR17,468$958,2940.04%-423
Eli Lilly & Co. LLY797$922,1930.04%-21
iShares S&P 500 Value ETF IVE4,028$919,5120.04%no change
Duke Energy Corp. DUK7,888$899,3110.04%no change
iShares Trust ESGD8,683$894,7830.04%no change
UL Solutions Inc. ULS13,530$887,8390.04%new
Vertiv Holdings Co. VRT3,665$884,4010.04%+80
Amgen Inc. AMGN2,060$868,3110.04%no change
Constellation Energy Corp. CEG3,414$867,2240.04%+250
Marvell Technology, Inc. MRVL3,208$847,5860.03%no change
iShares ESG Aware MSCI USA Smal ESML15,698$816,2960.03%-24
United Parcel Service Inc. UPS8,675$810,5920.03%-800
3M Co. MMM4,913$806,4690.03%-120
iShares Trust EFG6,650$796,8690.03%+1,200
SPDR Gold Trust GLD2,035$775,0090.03%+605
Vanguard Small Cap ETF VB2,636$749,9160.03%no change
Palantir Technologies Inc. PLTR3,900$729,4950.03%-300
Nutrien Ltd. NTR10,350$727,0870.03%no change
Siteone Landscape Supply Inc. SITE7,986$721,2160.03%-2,163
Dominion Energy, Inc. D11,817$715,1650.03%no change
Advanced Micro Devices Inc. AMD1,132$692,5120.03%-20
American Express Co. AXP2,250$684,2250.03%no change
Adobe Inc. ADBE2,752$660,3150.03%+1,085
Booking Holdings Inc. BKNG4,000$651,6400.03%no change
FedEx Corp. FDX2,217$632,0380.03%no change
Shell plc SHEL6,500$617,8250.03%no change
Pfizer Inc. PFE21,455$611,8970.03%+1,500
Compass Inc. COMP63,600$564,7680.02%no change
Goldman Sachs Group Inc. GS625$562,7250.02%no change
Carmax Inc. KMX10,140$558,8150.02%-4,145
Arch Capital Group Ltd. ACGL6,050$558,7780.02%-100
Vaneck ETF Trust SMH908$553,2220.02%+15
Verizon Communications Inc. VZ11,712$537,2220.02%+1,200
Vanguard Mega Cap Growth ETF MGK5,755$533,2010.02%no change
iShares Trust DSI3,384$494,6730.02%+85
Vistra Corp. VST3,540$489,7590.02%no change
Otis Worldwide Corp. OTIS7,487$481,5640.02%-50
Norfolk Southern Corp. NSC1,537$474,9330.02%no change
Qualcomm Inc. QCOM2,522$464,1490.02%no change
ServiceNow, Inc. NOW3,405$456,3040.02%+280
Bristol-Myers Squibb Co. BMY7,282$454,3970.02%+1,500
Cisco Systems, Inc. CSCO4,196$451,6150.02%-95
Eaton Corp. plc ETN1,048$450,3360.02%new
Brunswick Corp. BC6,945$446,1470.02%no change
Zimmer Biomet Holdings, Inc. ZBH4,792$425,6730.02%no change
PPG Industries Inc. PPG4,065$424,1010.02%+750
iShares Core MSCI Eafe ETF IEFA4,368$423,1720.02%no change
Vanguard Whitehall FDS VYM2,720$422,1440.02%no change
Wells Fargo & Company WFC5,079$406,5740.02%no change
Becton Dickinson & Co. BDX2,215$396,4850.02%no change
Corning Inc. GLW2,455$377,4810.02%new
Altria Group, Inc. MO5,400$363,6360.01%no change
Waters Corp. WAT821$360,7390.01%-54
Vanguard Mid Cap Index ETF VO4,512$353,8310.01%-12,236
Hewlett Packard Enterprise Co. HPE5,533$353,5030.01%no change
Avery Dennison Corp. AVY2,020$344,7530.01%no change
Morgan Stanley MS1,771$333,0900.01%no change
Lennar Corp. LEN4,000$326,3600.01%no change
MSA Safety Inc. MSA1,800$320,1840.01%no change
Canadian Natl Ry Co. CNI2,642$314,1340.01%new
Vanguard Specialized Funds VIG1,344$313,5690.01%no change
SPDR S&P MidCap 400 ETF MDY475$311,9370.01%no change
CSX Corp. CSX6,700$311,6170.01%no change
Wisdomtree Trust DLN3,200$311,0400.01%no change
Datadog, Inc. DDOG1,132$309,9980.01%no change
Invesco Exch Traded FD Trust II RSPE9,260$309,7100.01%no change
Space Exploration Techn Corp. Class A Com STK SPCX2,050$309,2630.01%new
Cloudflare Inc. NET885$307,3430.01%no change
Southern Copper Corp. SCCO1,459$295,6520.01%+205
CrowdStrike Holdings, Inc. CRWD1,115$295,2410.01%+836
Essential Utilities, Inc. WTRG7,484$293,2980.01%no change
iShares Trust IWO800$285,5200.01%no change
VG Totl STK Vprs VTI758$283,6740.01%no change
Moody's Corp. MCO620$281,5610.01%no change
Schwab Strategic Trust SCHD8,500$276,5050.01%no change
General Dynamics Corp. GD831$275,7510.01%new
Caci International Inc. CACI450$274,0990.01%no change
iShares Trust IWV630$271,9460.01%no change
Welltower Inc. WELL1,152$265,2360.01%no change
DoorDash, Inc. DASH1,400$256,9700.01%no change
Intuit Inc. INTU930$256,4100.01%-1,185
Global X FDS MLPX3,666$255,9600.01%no change
iShares Trust IGV2,330$248,0980.01%no change
ROSS Stores, Inc. ROST1,048$244,6030.01%no change
Charles Schwab Corp. SCHW2,490$243,3950.01%-140
UnitedHealth Group Inc. UNH654$240,0700.01%no change
Invesco QQQ Trust QQQ323$239,1430.01%-3
Cava Group, Inc. CAVA4,382$237,0660.01%no change
Vaneck ETF Trust GDX2,695$236,6210.01%new
AT&T Inc. T9,631$234,9960.01%new
iShares Trust ACWX3,030$229,1290.01%no change
Hubbell Inc. HUBB504$228,6140.01%no change
SPDR S&P Emerging Asia Pacific ETF GMF1,461$228,1500.01%no change
Dell Technologies Inc. DELL420$225,9390.01%new
Texas Instruments Inc. TXN800$224,0720.01%no change
Unilever plc UL3,554$215,8340.01%no change
Sysco Corp. SYY2,718$211,8950.01%no change
Palo Alto Networks Inc. PANW531$210,9720.01%new
Akre Focus ETF AKRE4,000$210,6800.01%no change
Petróleo Brasileiro S.A. (Petrobras) PBR10,000$208,7000.01%no change
Sera Prognostics Inc. SERA27,293$57,0420.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.