Birch Hill Investment Advisors LLC

CIK

1424177

Location

Boston, MA

Portfolio Value

Mid $2,251,022,027

Diversification

Diversified

Filing Date

Global Rank

#1,219 / 8,517 ▼ 1

Top Industry

Specialty Industrial Machinery 8.2%

3Y Alpha vs SPY

-5.4%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.5%

SPY

+75.3%

Annualised alpha

-6.0%

Max drawdown

−13.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

168 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.8%

−1.4 pts

Top 5

25.9%

−1.8 pts

Top 10

45.8%

−0.6 pts

HHI

313

Diversified−3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$619,051,401	33
Industrials	15.0%	$337,776,290	31
Healthcare	13.4%	$302,009,864	22
Financial Services	13.2%	$297,230,628	16
Consumer Cyclical	11.1%	$250,803,018	21
Consumer Defensive	7.4%	$166,283,379	14
Communication Services	5.2%	$116,011,203	4
Basic Materials	3.9%	$87,556,217	6
Unclassified	1.8%	$40,272,644	9
Utilities	1.0%	$23,210,355	6
Real Estate	0.4%	$8,400,496	3
Energy	0.1%	$2,416,532	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+94,186	623,289	$30,572,325
NEE	Nextera Energy Inc	+59,405	225,257	$19,770,806
DHR	Danaher Corp /De/	+34,437	36,996	$7,046,998
COMP	Compass, Inc.	+31,300	63,600	$784,188
CLX	Clorox Co /De/	+27,313	324,913	$31,009,696
APH	Amphenol Corp /De/	+21,797	719,908	$126,934,178
IBM	International Business Machines Corp	+10,123	289,497	$81,409,451
NVDA	Nvidia Corp	+7,476	136,086	$27,229,447
AAPL	Apple Inc.	+5,550	367,068	$106,214,796
WTS	Watts Water Technologies Inc	+4,861	194,171	$76,008,237
DIS	Walt Disney Co	+4,284	19,089	$1,837,316
KR	Kroger Co	+3,831	796,380	$44,222,981
BKNG	Booking Holdings Inc.	+3,820	4,000	$712,960
V	Visa Inc.	+3,063	17,459	$5,990,008
ECL	Ecolab Inc.	+3,026	292,638	$81,531,873
MSFT	Microsoft Corp	+2,938	283,554	$105,771,313
LECO	Lincoln Electric Holdings Inc	+2,575	202,695	$53,817,549
SITE	SiteOne Landscape Supply, Inc.	+2,565	10,149	$1,161,147
PG	PROCTER & GAMBLE Co	+2,036	90,519	$13,273,706
ANET	Arista Networks, Inc.	+1,883	4,914	$834,790
ASML	Asml Holding NV	+1,403	41,120	$81,805,768
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,202	2,669	$1,274,634
GE	General Electric Co	+1,150	7,686	$2,872,488
CEG	Constellation Energy Corp	+820	3,164	$785,842
META	Meta Platforms, Inc.	+581	2,267	$1,276,978
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHWY	Chewy, Inc.	−239,286	474,960	$9,332,964
GOOGL	Alphabet Inc.	−191,421	314,665	$112,451,831
ALC	Alcon Inc	−94,536	319,605	$21,445,495
HAYW	Hayward Holdings, Inc.	−20,000	304,169	$5,265,165
MRSH	Marsh & Mclennan Companies, Inc.	−17,326	410,233	$68,373,534
INTU	Intuit Inc.	−14,884	2,115	$552,015
LH	Labcorp Holdings Inc.	−9,953	51,068	$14,299,040
BR	Broadridge Financial Solutions, Inc.	−7,370	7,425	$1,016,853
UBER	Uber Technologies, Inc	−6,952	106,993	$7,720,614
TJX	Tjx Companies Inc /De/	−6,825	572,190	$86,686,785
MDLZ	Mondelez International, Inc.	−5,423	40,506	$2,342,867
JNJ	Johnson & Johnson	−5,269	126,625	$32,158,951
GNTX	Gentex Corp	−5,222	148,728	$3,758,356
EW	Edwards Lifesciences Corp	−4,823	735,377	$66,522,203
MBLY	Mobileye Global Inc.	−4,500	34,600	$334,928
BAC	Bank Of America Corp /De/	−4,486	178,425	$10,166,656
MKC	Mccormick & Co Inc	−4,058	62,092	$3,130,678
BXP	BXP, Inc.	−3,825	110,916	$7,354,839
SPGI	S&P Global Inc.	−3,352	102,467	$39,480,330
VRTX	Vertex Pharmaceuticals Inc / Ma	−3,093	147,702	$73,368,014
ROK	Rockwell Automation, Inc	−2,677	186,053	$92,111,119
ROP	Roper Technologies Inc	−2,397	2,970	$1,005,018
AMZN	Amazon Com Inc	−2,366	546,745	$130,311,203
ADI	Analog Devices Inc	−1,949	112,904	$44,842,081
ABNB	Airbnb, Inc.	−1,636	12,358	$1,768,429
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	3,208	$955,631
ALH	Alliance Laundry Holdings Inc.	19,610	$520,057
LEN	Lennar Corp /New/	4,000	$361,960
NOW	ServiceNow, Inc.	3,125	$310,250
DDOG	Datadog, Inc.	1,132	$294,727
UNH	Unitedhealth Group Inc	654	$271,822
DASH	DoorDash, Inc.	1,400	$258,342
HPE	Hewlett Packard Enterprise Co	5,533	$249,593
KLAC	Kla Corp	810	$244,385
SCHW	Schwab Charles Corp	2,630	$242,670
QQQ	Invesco Qqq Trust, Series 1	326	$240,066
TXN	Texas Instruments Inc	800	$238,456
SCCO	Southern Copper Corp/	1,254	$218,522
NET	Cloudflare, Inc.	885	$217,072
C	Citigroup Inc	1,450	$202,942
PBR	Petrobras - Petroleo Brasileiro SA	10,000	$161,600
CRWD	CrowdStrike Holdings, Inc.	279	$53,229
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	66,581	$11,296,132
VEA	Vanguard FTSE Developed Markets ETF	101,773	$6,521,613
VB	Vanguard Morningstar Small-Cap ETF	2,636	$690,421
HON	Honeywell International Inc	1,522	$344,017
VIG	Vanguard Dividend Appreciation ETF	1,344	$289,040
T	At&T Inc.	9,681	$280,652
AKRE	Akre Focus ETF	4,000	$211,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

168 tracked positions · $2,251,022,027 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 168 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	546,745	-2,366	$130,311,203	+13.9%	5.79%
APH	Amphenol Corp /De/ Technology	Added	719,908	+21,797	$126,934,178	—	5.64%
GOOGL	Alphabet Inc. Communication Services	Reduced	314,665	-191,421	$112,451,831	−22.7%	5.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	212,583	-395	$106,374,407	+4.2%	4.73%
AAPL	Apple Inc. Technology	Added	367,068	+5,550	$106,214,796	+15.8%	4.72%
MSFT	Microsoft Corp Technology	Added	283,554	+2,938	$105,771,313	+1.8%	4.70%
ROK	Rockwell Automation, Inc Industrials	Reduced	186,053	-2,677	$92,111,119	+36.0%	4.09%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	572,190	-6,825	$86,686,785	−6.3%	3.85%
ASML	Asml Holding NV Technology	Added	41,120	+1,403	$81,805,768	+55.9%	3.63%
ECL	Ecolab Inc. Basic Materials	Added	292,638	+3,026	$81,531,873	+5.8%	3.62%
IBM	International Business Machines Corp Technology	Added	289,497	+10,123	$81,409,451	+20.2%	3.62%
WTS	Watts Water Technologies Inc Industrials	Added	194,171	+4,861	$76,008,237	+38.3%	3.38%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	147,702	-3,093	$73,368,014	+9.0%	3.26%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	410,233	-17,326	$68,373,534	−7.8%	3.04%
EW	Edwards Lifesciences Corp Healthcare	Reduced	735,377	-4,823	$66,522,203	+12.2%	2.96%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	159,696	-1,463	$57,330,864	+41.9%	2.55%
LECO	Lincoln Electric Holdings Inc Industrials	Added	202,695	+2,575	$53,817,549	+8.0%	2.39%
ADI	Analog Devices Inc Technology	Reduced	112,904	-1,949	$44,842,081	+22.7%	1.99%
KR	Kroger Co Consumer Defensive	Added	796,380	+3,831	$44,222,981	−22.9%	1.96%
SPGI	S&P Global Inc. Financial Services	Reduced	102,467	-3,352	$39,480,330	−12.3%	1.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	34,862	-177	$32,612,355	−6.6%	1.45%
JNJ	Johnson & Johnson Healthcare	Reduced	126,625	-5,269	$32,158,951	−0.3%	1.43%
CLX	Clorox Co /De/ Consumer Defensive	Added	324,913	+27,313	$31,009,696	+0.5%	1.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	94,380	-1,130	$30,893,405	+10.0%	1.37%
FISV	Fiserv Inc	Added	623,289	+94,186	$30,572,325	+3.6%	1.36%
MA	Mastercard Inc Financial Services	Added	57,479	+85	$29,521,214	+2.9%	1.31%
GWW	W.W. Grainger, Inc. Industrials	Reduced	20,964	-322	$28,519,425	+22.8%	1.27%
NVDA	Nvidia Corp Technology	Added	136,086	+7,476	$27,229,447	+21.4%	1.21%
PEP	Pepsico Inc Consumer Defensive	Reduced	184,915	-560	$25,037,491	−13.1%	1.11%
ALC	Alcon Inc Healthcare	Reduced	319,605	-94,536	$21,445,495	−31.3%	0.95%
NEE	Nextera Energy Inc Utilities	Added	225,257	+59,405	$19,770,806	+28.3%	0.88%
TT	Trane Technologies plc Industrials	Held	37,502	0	$18,419,482	+17.9%	0.82%
CSL	Carlisle Companies Inc Industrials	Added	49,537	+505	$17,969,546	+9.9%	0.80%
LH	Labcorp Holdings Inc. Healthcare	Reduced	51,068	-9,953	$14,299,040	−12.2%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	90,519	+2,036	$13,273,706	+3.9%	0.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	87,972	-833	$11,304,402	+5.8%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	178,425	-4,486	$10,166,656	+14.0%	0.45%
AVGO	Broadcom Inc. Technology	Reduced	24,929	-30	$9,416,929	+21.9%	0.42%
CHWY	Chewy, Inc. Consumer Cyclical	Reduced	474,960	-239,286	$9,332,964	−51.6%	0.41%
UBER	Uber Technologies, Inc Technology	Reduced	106,993	-6,952	$7,720,614	−5.8%	0.34%
BXP	BXP, Inc. Real Estate	Reduced	110,916	-3,825	$7,354,839	+23.5%	0.33%
KO	Coca Cola Co Consumer Defensive	Held	90,178	0	$7,328,766	+6.9%	0.33%
DHR	Danaher Corp /De/ Healthcare	Added	36,996	+34,437	$7,046,998	+1352.4%	0.31%
RTX	RTX Corp Industrials	Reduced	36,949	-22	$7,010,333	−1.7%	0.31%
ABBV	AbbVie Inc. Healthcare	Reduced	25,459	-79	$6,406,502	+15.3%	0.28%
V	Visa Inc. Financial Services	Added	17,459	+3,063	$5,990,008	+37.7%	0.27%
ADP	Automatic Data Processing Inc Technology	Held	26,263	0	$5,881,598	+10.2%	0.26%
HAYW	Hayward Holdings, Inc. Industrials	Reduced	304,169	-20,000	$5,265,165	+21.4%	0.23%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,899	-20	$4,901,899	+7.1%	0.22%
GBTC	Grayscale Bitcoin Trust ETF	Held	102,850	0	$4,681,732	−13.7%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.