Birch Hill Investment Advisors LLC

Registered adviser

CIK

1424177

Location

Boston, MA

Portfolio Value

Mid $2,327,477,702

Diversification

Diversified

Filing Date

Global Rank

#1,320 / 8,811 ▼ 49 · as of Jun 2026

Top Industry

Internet Content & Information 7.4%

Period ended 21 days ago

Filed Oct 16, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 143750

Roster of Oct 1, 2026

Regulatory AUM

$2,947,308,859

Main clients

Individuals and high net worth (91% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$2,947,308,859	Individuals and high net worth (91%)
Mar 2025 to Feb 2026	$2,654,299,125	Individuals and high net worth (91%)
Mar 2024 to Feb 2025	$2,389,324,863	Individuals and high net worth (91%)
May 2023 to Feb 2024	$2,064,583,618	Individuals and high net worth (90%)
Apr 2023	$2,064,583,618	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$2,511,069,033	Individuals and high net worth (91%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.5%, 28.7 effective positions, active share 65.8% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.9 quarters (12+), a floor since 74.1% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 65.8%; sector active share 10.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

219 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.0%

−2.8 pts

Top 5

29.1%

−0.6 pts

Top 10

47.1%

−0.4 pts

HHI

322

Diversified−26

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$662,779,112	35
Industrials	13.1%	$305,526,067	37
Healthcare	12.7%	$296,724,197	22
Financial Services	12.6%	$292,849,597	15
Consumer Cyclical	9.9%	$230,974,851	20
Communication Services	7.2%	$168,062,147	6
Consumer Defensive	6.5%	$151,957,740	14
Unclassified	3.8%	$87,914,031	51
Basic Materials	3.7%	$85,337,298	6
Utilities	1.1%	$24,738,483	6
Energy	0.6%	$13,623,310	4
Real Estate	0.3%	$6,990,869	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+669,376	1,389,284	$117,116,641
ALH	Alliance Laundry Holdings Inc.	+86,625	106,235	$2,262,805
NEE	Nextera Energy Inc	+58,262	283,519	$21,473,729
UBER	Uber Technologies, Inc	+26,280	133,273	$9,130,533
ADI	Analog Devices Inc	+20,889	133,793	$53,077,021
BBJP	JPMorgan BetaBuilders Japan ETF	+20,745	221,042	$17,351,797
AVGO	Broadcom Inc.	+14,622	39,551	$13,889,915
NVDA	Nvidia Corp	+5,891	141,977	$32,424,707
IAU	Ishares Gold Trust	+4,775	15,427	$1,204,848
DHR	Danaher Corp /De/	+3,553	40,549	$8,983,630
ASML	Asml Holding NV	+3,007	44,127	$79,943,562
RSP	Victory Portfolios II	+1,941	36,481	$0
WMT	Walmart Inc.	+1,600	13,137	$1,365,197
PFE	Pfizer Inc	+1,500	21,455	$611,896
BMY	Bristol Myers Squibb Co	+1,500	7,282	$454,396
IJR	iShares Core S&P Small-Cap ETF	+1,367	215,192	$0
DIS	Walt Disney Co	+1,239	20,328	$2,132,407
EFG	iShares MSCI EAFE Growth ETF	+1,200	6,650	$0
VZ	Verizon Communications Inc	+1,200	11,712	$537,229
V	Visa Inc.	+1,164	18,623	$6,691,802
ADBE	Adobe Inc.	+1,085	2,752	$660,314
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+959	134,231	$7,961,240
CRWD	CrowdStrike Holdings, Inc.	+836	1,115	$295,196
EMR	Emerson Electric Co	+750	29,245	$4,535,899
PPG	Ppg Industries Inc	+750	4,065	$424,101
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHWY	Chewy, Inc.	−420,110	54,850	$998,270
ALC	Alcon Inc	−77,920	241,685	$15,649,103
KR	Kroger Co	−54,009	742,371	$43,517,788
GNTX	Gentex Corp	−24,000	124,728	$2,711,586
FISV	Fiserv Inc	−21,530	601,759	$27,187,471
PEP	Pepsico Inc	−17,473	167,442	$21,218,250
MRSH	Marsh & Mclennan Companies, Inc.	−16,094	394,139	$67,291,351
CLX	Clorox Co /De/	−15,325	309,588	$25,079,723
LH	Labcorp Holdings Inc.	−13,439	37,629	$11,593,871
EW	Edwards Lifesciences Corp	−12,355	723,022	$62,411,259
VO	VANGUARD MID-CAP INDEX FUND	−12,236	4,512	$353,831
AMZN	Amazon Com Inc	−11,753	534,992	$133,293,256
TJX	Tjx Companies Inc /De/	−11,178	561,012	$74,227,497
BXP	BXP, Inc.	−10,100	100,816	$6,160,865
GOOG	Alphabet Inc.	−8,288	168,724	$57,491,015
MRK	Merck & Co., Inc.	−8,040	79,932	$11,614,918
EEM	iShares MSCI Emerging Markets ETF	−7,894	37,373	$2,496,142
GBTC	Grayscale Bitcoin Trust ETF	−6,700	96,150	$6,210,328
GOOGL	Alphabet Inc.	−6,597	308,068	$106,000,037
NKE	NIKE, Inc.	−6,260	29,781	$1,054,247
JPM	Jpmorgan Chase & Co	−5,990	88,390	$29,242,063
WTS	Watts Water Technologies Inc	−5,618	188,553	$66,781,701
IBM	International Business Machines Corp	−5,169	284,328	$62,532,257
MDLZ	Mondelez International, Inc.	−4,400	36,106	$2,087,648
MSFT	Microsoft Corp	−4,313	279,241	$143,222,708
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	65,416	$10,646,454
WSO	Watsco Inc	8,120	$2,457,842
ULS	UL Solutions Inc.	13,530	$887,838
ETN	Eaton Corp plc	1,048	$450,336
GLW	Corning Inc /Ny	2,455	$377,480
CNI	Canadian National Railway Co	2,642	$314,133
SPCX	Space Exploration Technologies Corp	2,050	$309,263
GD	General Dynamics Corp	831	$275,750
GDX	VanEck Gold Miners ETF	2,695	$236,621
T	At&T Inc.	9,631	$234,996
DELL	Dell Technologies Inc.	420	$225,939
PANW	Palo Alto Networks Inc	531	$210,971
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	11,000	$366,190
MBLY	Mobileye Global Inc.	34,600	$334,928
KLAC	Kla Corp	810	$244,385
C	Citigroup Inc	1,450	$202,942
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

219 tracked positions · $2,327,477,702 total · filing declares 219 positions · $2,430,286,951 · as of Sep 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 219 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	279,241	-4,313	$143,222,708	+35.4%	6.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	534,992	-11,753	$133,293,256	+2.3%	5.73%
AAPL	Apple Inc. Technology	Reduced	363,997	-3,071	$121,218,280	+14.1%	5.21%
APH	Amphenol Corp /De/ Technology	Added	1,389,284	+669,376	$117,116,641	−53.9%	5.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	308,068	-6,597	$106,000,037	−5.7%	4.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	209,721	-2,862	$104,430,571	−1.8%	4.49%
ASML	Asml Holding NV Technology	Added	44,127	+3,007	$79,943,562	−2.3%	3.43%
ECL	Ecolab Inc. Basic Materials	Reduced	289,417	-3,221	$79,468,119	−2.5%	3.41%
ROK	Rockwell Automation, Inc Industrials	Reduced	181,995	-4,058	$79,227,883	−14.0%	3.40%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	143,519	-4,183	$75,033,168	+2.3%	3.22%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	561,012	-11,178	$74,227,497	−14.4%	3.19%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	394,139	-16,094	$67,291,351	−1.6%	2.89%
WTS	Watts Water Technologies Inc Industrials	Reduced	188,553	-5,618	$66,781,701	−12.1%	2.87%
IBM	International Business Machines Corp Technology	Reduced	284,328	-5,169	$62,532,257	−23.2%	2.69%
EW	Edwards Lifesciences Corp Healthcare	Reduced	723,022	-12,355	$62,411,259	−6.2%	2.68%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	158,911	-785	$58,917,842	+2.8%	2.53%
GOOG	Alphabet Inc. Communication Services	Reduced	168,724	-8,288	$57,491,015	−8.1%	2.47%
LECO	Lincoln Electric Holdings Inc Industrials	Added	202,719	+24	$53,635,393	−0.3%	2.30%
ADI	Analog Devices Inc Technology	Added	133,793	+20,889	$53,077,021	+18.4%	2.28%
KR	Kroger Co Consumer Defensive	Reduced	742,371	-54,009	$43,517,788	−1.6%	1.87%
SPGI	S&P Global Inc. Financial Services	Reduced	100,630	-1,837	$39,695,516	−4.9%	1.71%
JNJ	Johnson & Johnson Healthcare	Reduced	123,912	-2,713	$32,804,462	+2.0%	1.41%
NVDA	Nvidia Corp Technology	Added	141,977	+5,891	$32,424,707	+19.1%	1.39%
MA	Mastercard Inc Financial Services	Reduced	54,354	-3,125	$29,974,600	+1.5%	1.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	32,250	-2,612	$29,358,465	−10.0%	1.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	88,390	-5,990	$29,242,063	−5.3%	1.26%
FISV	Fiserv Inc	Reduced	601,759	-21,530	$27,187,471	−11.1%	1.17%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	309,588	-15,325	$25,079,723	−19.1%	1.08%
GWW	W.W. Grainger, Inc. Industrials	Reduced	19,106	-1,858	$23,801,490	−16.5%	1.02%
NEE	Nextera Energy Inc Utilities	Added	283,519	+58,262	$21,473,729	+8.6%	0.92%
PEP	Pepsico Inc Consumer Defensive	Reduced	167,442	-17,473	$21,218,250	−15.3%	0.91%
BBJP	JPMorgan BetaBuilders Japan ETF	Added	221,042	+20,745	$17,351,797	+15.0%	0.75%
TT	Trane Technologies plc Industrials	Held	37,502	0	$16,950,153	−8.0%	0.73%
ALC	Alcon Inc Healthcare	Reduced	241,685	-77,920	$15,649,103	−27.0%	0.67%
CSL	Carlisle Companies Inc Industrials	Reduced	47,799	-1,738	$15,399,403	−14.3%	0.66%
AVGO	Broadcom Inc. Technology	Added	39,551	+14,622	$13,889,915	+47.5%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	90,709	+190	$13,178,203	−0.7%	0.57%
MRK	Merck & Co., Inc. Healthcare	Reduced	79,932	-8,040	$11,614,918	+2.7%	0.50%
LH	Labcorp Holdings Inc. Healthcare	Reduced	37,629	-13,439	$11,593,871	−18.9%	0.50%
XOM	ExxonMobil Holdings Corp Energy	NEW	65,416	NEW	$10,646,454	NEW	0.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	177,625	-800	$9,668,128	−4.9%	0.42%
UBER	Uber Technologies, Inc Technology	Added	133,273	+26,280	$9,130,533	+18.3%	0.39%
DHR	Danaher Corp /De/ Healthcare	Added	40,549	+3,553	$8,983,630	+27.5%	0.39%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	134,231	+959	$7,961,240	+0.1%	0.34%
KO	Coca Cola Co Consumer Defensive	Reduced	89,339	-839	$7,690,301	+4.9%	0.33%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	106,783	-3,489	$7,539,947	−4.0%	0.32%
RTX	RTX Corp Industrials	Held	36,949	0	$6,859,581	−2.2%	0.29%
V	Visa Inc. Financial Services	Added	18,623	+1,164	$6,691,802	+11.7%	0.29%
ABBV	AbbVie Inc. Healthcare	Reduced	25,224	-235	$6,598,346	+3.0%	0.28%
ADP	Automatic Data Processing Inc Technology	Reduced	24,963	-1,300	$6,441,951	+9.5%	0.28%

Showing the top 50 of 219 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.