# Birch Hill Investment Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1424177. Source: https://holderbook.com/funds/1424177-birch-hill-investment-advisors-llc/

- Reported value: $2.5B
- Positions: 211
- Weight of the ten largest: 41.7%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $130.3M | 546,745 | 5.3% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $126.9M | 719,908 | 5.1% | 30 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $112.5M | 314,665 | 4.6% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $106.4M | 212,583 | 4.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $106.2M | 367,068 | 4.3% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $105.8M | 283,554 | 4.3% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $92.1M | 186,053 | 3.7% | 25 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $86.7M | 572,190 | 3.5% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $81.8M | 41,120 | 3.3% | 5 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $81.5M | 292,638 | 3.3% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $81.4M | 289,497 | 3.3% | 31 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $76.0M | 194,171 | 3.1% | 27 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $73.4M | 147,702 | 3.0% | 22 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $68.4M | 410,233 | 2.8% | 31 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $66.5M | 735,377 | 2.7% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $62.5M | 177,012 | 2.5% | 31 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $57.3M | 159,696 | 2.3% | 5 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $53.8M | 202,695 | 2.2% | 15 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $44.8M | 112,904 | 1.8% | 11 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $44.2M | 796,380 | 1.8% | 16 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $41.7M | 102,467 | 1.7% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $32.6M | 34,862 | 1.3% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $32.2M | 126,625 | 1.3% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $31.7M | 213,825 | 1.3% | 31 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $31.0M | 324,913 | 1.3% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $30.9M | 94,380 | 1.3% | 31 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $30.6M | 623,289 | 1.2% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $30.5M | 40,764 | 1.2% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $29.5M | 57,479 | 1.2% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $28.5M | 20,964 | 1.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $27.2M | 136,086 | 1.1% | 22 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $25.0M | 184,915 | 1.0% | 31 |
| ALCON AG | [ALC](https://holderbook.com/stocks/ALC/) | $21.4M | 319,605 | 0.9% | 23 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $19.8M | 225,257 | 0.8% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $18.4M | 37,502 | 0.7% | 26 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $18.0M | 49,537 | 0.7% | 31 |
| J P MORGAN EXCHANGE TRADED F | [BBJP](https://holderbook.com/stocks/BBJP/) | $15.1M | 200,297 | 0.6% | 10 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $14.3M | 51,068 | 0.6% | 9 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $13.3M | 90,519 | 0.5% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $11.3M | 87,972 | 0.5% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $10.2M | 178,425 | 0.4% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $9.4M | 24,929 | 0.4% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $9.3M | 121,065 | 0.4% | 31 |
| CHEWY INC | [CHWY](https://holderbook.com/stocks/CHWY/) | $9.3M | 474,960 | 0.4% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $8.6M | 82,689 | 0.3% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $8.0M | 133,272 | 0.3% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $7.9M | 110,272 | 0.3% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $7.7M | 106,993 | 0.3% | 24 |
| BXP INC | [BXP](https://holderbook.com/stocks/BXP/) | $7.4M | 110,916 | 0.3% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $7.3M | 34,540 | 0.3% | 7 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $7.3M | 90,178 | 0.3% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $7.0M | 36,996 | 0.3% | 30 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $7.0M | 36,949 | 0.3% | 25 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $6.4M | 25,459 | 0.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.0M | 17,459 | 0.2% | 15 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $5.9M | 26,263 | 0.2% | 31 |
| HAYWARD HLDGS INC | [HAYW](https://holderbook.com/stocks/HAYW/) | $5.3M | 304,169 | 0.2% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.9M | 13,899 | 0.2% | 31 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $4.7M | 102,850 | 0.2% | 10 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.4M | 31,800 | 0.2% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.3M | 4,029 | 0.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $4.3M | 14,156 | 0.2% | 31 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $4.2M | 45,801 | 0.2% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $4.1M | 28,495 | 0.2% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $4.0M | 27,485 | 0.2% | 31 |
| GENTEX CORP | [GNTX](https://holderbook.com/stocks/GNTX/) | $3.8M | 148,728 | 0.2% | 31 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $3.7M | 11,177 | 0.1% | 14 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $3.6M | 26,434 | 0.1% | 15 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $3.1M | 62,092 | 0.1% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $3.1M | 45,267 | 0.1% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $2.9M | 48,421 | 0.1% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.9M | 5,761 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $2.9M | 7,686 | 0.1% | 17 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $2.8M | 10,489 | 0.1% | 31 |
| INGERSOLL RAND INC | [IR](https://holderbook.com/stocks/IR/) | $2.7M | 33,090 | 0.1% | 20 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $2.7M | 9,191 | 0.1% | 31 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $2.6M | 20,804 | 0.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.5M | 2,134 | 0.1% | 9 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $2.4M | 8,763 | 0.1% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $2.3M | 40,506 | 0.1% | 31 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $2.2M | 21,185 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $2.2M | 40,735 | 0.1% | 23 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $2.1M | 7,778 | 0.1% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.1M | 23,185 | 0.1% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $2.1M | 3,965 | 0.1% | 14 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.0M | 3,215 | 0.1% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0M | 2,714 | 0.1% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $2.0M | 16,944 | 0.1% | 10 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $1.9M | 24,520 | 0.1% | 9 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.8M | 19,089 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.8M | 2,636 | 0.1% | 31 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $1.8M | 12,358 | 0.1% | 7 |
| ALLEGION PLC | [ALLE](https://holderbook.com/stocks/ALLE/) | $1.8M | 12,500 | 0.1% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.8M | 10,563 | 0.1% | 31 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $1.6M | 7,280 | 0.1% | 31 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $1.6M | 4,291 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $1.5M | 8,061 | 0.1% | 4 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.5M | 5,616 | 0.1% | 31 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $1.5M | 36,041 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.3M | 16,748 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.8% | +14.8% | -4.0% | 100% |
| Q1 2026 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +3.5% | +7.8% | -4.3% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.8% | 100% |
| Q1 2025 | -0.4% | -4.6% | +4.1% | 100% |
| Q4 2024 | +1.0% | +2.1% | -1.2% | 100% |
| Q3 2024 | +3.8% | +5.4% | -1.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.5B | 211 |
| Q1 2026 | $2.2B | 195 |
| Q4 2025 | $2.4B | 200 |
| Q3 2025 | $2.4B | 197 |
| Q2 2025 | $2.3B | 195 |
| Q1 2025 | $2.1B | 187 |
| Q4 2024 | $2.2B | 181 |
| Q3 2024 | $2.1B | 178 |
| Q2 2024 | $2.1B | 172 |
| Q1 2024 | $2.1B | 172 |
| Q4 2023 | $1.9B | 163 |
| Q3 2023 | $1.7B | 154 |