Birch Hill Investment Advisors LLC

CIK

1424177

Location

Boston, MA

Portfolio Value

Mid $2,043,188,040

Diversification

Diversified

Filing Date

Global Rank

#1,193 / 8,608 ▼ 44 · as of Mar 2026

Top Industry

Specialty Industrial Machinery 6.7%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.2%

SPY

+73.9%

Annualised alpha

-7.5%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

154 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

−0.6 pts

Top 5

24.8%

−1.6 pts

Top 10

44.3%

−1.7 pts

HHI

297

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.0%	$509,934,884	25
Financial Services	14.4%	$294,217,002	14
Healthcare	13.4%	$274,673,917	21
Industrials	13.4%	$272,799,842	32
Consumer Cyclical	12.1%	$247,957,978	18
Consumer Defensive	9.0%	$184,645,190	14
Communication Services	4.7%	$96,660,608	5
Basic Materials	4.1%	$83,230,358	5
Unclassified	1.9%	$39,776,904	8
Utilities	0.9%	$18,672,515	6
Energy	0.7%	$14,199,911	3
Real Estate	0.3%	$6,418,931	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHWY	Chewy, Inc.	+256,935	714,246	$19,284,642
CLX	Clorox Co /De/	+78,394	297,600	$30,840,288
FISV	Fiserv Inc	+41,408	529,103	$29,523,947
NVDA	Nvidia Corp	+9,584	128,610	$22,429,584
WST	West Pharmaceutical Services Inc	+9,011	161,159	$40,392,891
AMZN	Amazon Com Inc	+8,894	549,111	$114,363,347
NEE	Nextera Energy Inc	+7,930	165,852	$15,404,333
PG	PROCTER & GAMBLE Co	+7,615	88,483	$12,780,484
BR	Broadridge Financial Solutions, Inc.	+5,882	14,795	$2,403,891
NKE	NIKE, Inc.	+1,895	35,944	$1,898,562
CSL	Carlisle Companies Inc	+1,445	49,032	$16,358,055
V	Visa Inc.	+1,441	14,396	$4,351,047
ANET	Arista Networks, Inc.	+1,425	3,031	$372,146
SITE	SiteOne Landscape Supply, Inc.	+1,125	7,584	$1,009,506
IAU	Ishares Gold Trust	+1,000	10,652	$939,080
PEP	Pepsico Inc	+900	185,475	$28,802,412
VRT	Vertiv Holdings Co	+850	3,625	$908,352
GE	General Electric Co	+700	6,536	$1,854,720
TSLA	Tesla, Inc.	+550	3,125	$1,161,718
ABNB	Airbnb, Inc.	+400	13,994	$1,767,162
HLT	Hilton Worldwide Holdings Inc.	+380	11,187	$3,401,742
GEV	GE Vernova Inc.	+350	1,694	$1,478,692
APD	Air Products & Chemicals, Inc.	+330	9,401	$2,730,896
VST	Vistra Corp.	+330	3,540	$532,168
CEG	Constellation Energy Corp	+300	2,344	$654,562
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTU	Intuit Inc.	−71,754	16,999	$7,350,027
MDLZ	Mondelez International, Inc.	−44,628	45,929	$2,647,347
GOOGL	Alphabet Inc.	−36,642	325,013	$93,460,738
APH	Amphenol Corp /De/	−33,965	698,111	$88,206,324
ALC	Alcon Inc	−27,694	414,141	$31,205,524
LH	Labcorp Holdings Inc.	−21,484	61,021	$16,281,013
TJX	Tjx Companies Inc /De/	−20,386	579,015	$92,468,695
BAC	Bank Of America Corp /De/	−15,089	182,911	$8,916,911
GNTX	Gentex Corp	−14,038	153,950	$3,363,807
MRSH	Marsh & Mclennan Companies, Inc.	−11,032	427,559	$74,160,108
BXP	BXP, Inc.	−5,700	114,741	$5,955,057
ROK	Rockwell Automation, Inc	−4,033	188,730	$67,731,422
ECL	Ecolab Inc.	−3,866	289,612	$77,042,584
BRK-B	Berkshire Hathaway Inc	−3,807	212,978	$102,059,057
EW	Edwards Lifesciences Corp	−3,480	740,200	$59,275,216
UBER	Uber Technologies, Inc	−3,312	113,945	$8,196,063
IBM	International Business Machines Corp	−3,027	279,374	$67,717,463
BC	Brunswick Corp	−2,910	8,495	$618,096
JNJ	Johnson & Johnson	−2,547	131,894	$32,240,169
ROP	Roper Technologies Inc	−2,536	5,367	$1,899,166
DIS	Walt Disney Co	−2,067	14,805	$1,426,905
MSFT	Microsoft Corp	−1,913	280,616	$103,875,624
CRM	Salesforce, Inc.	−1,897	6,495	$1,212,421
VRTX	Vertex Pharmaceuticals Inc / Ma	−1,690	150,795	$67,335,999
CAVA	Cava Group, Inc.	−1,600	4,382	$354,503
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COMP	Compass, Inc.	32,300	$236,113
ROST	Ross Stores, Inc.	1,088	$235,693
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
KVUE	Kenvue Inc.	21,158	$364,975
FDS	Factset Research Systems Inc	1,012	$293,672
UNH	Unitedhealth Group Inc	840	$277,292
COF	Capital One Financial Corp	993	$240,663
PAYX	Paychex Inc	2,000	$224,360
NET	Cloudflare, Inc.	1,060	$208,979
QQQ	Invesco Qqq Trust, Series 1	326	$200,265
CMCSA	Comcast Corp	6,918	$193,794
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

154 positions · $2,043,188,040 total · as of Mar 31, 2026

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

Showing 1–50 of 154 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	Added	549,111	+8,894	$114,363,347	−8.3%	5.60%
MSFT	Microsoft Corp Technology	Reduced	280,616	-1,913	$103,875,624	−24.0%	5.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	212,978	-3,807	$102,059,057	−6.3%	5.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	325,013	-36,642	$93,460,738	−17.4%	4.57%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	579,015	-20,386	$92,468,695	+0.4%	4.53%
AAPL	Apple Inc. Technology	Reduced	361,518	-1,456	$91,749,653	−7.0%	4.49%
APH	Amphenol Corp /De/ Technology	Reduced	698,111	-33,965	$88,206,324	−10.8%	4.32%
ECL	Ecolab Inc. Basic Materials	Reduced	289,612	-3,866	$77,042,584	−0.0%	3.77%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	427,559	-11,032	$74,160,108	−8.9%	3.63%
ROK	Rockwell Automation, Inc Industrials	Reduced	188,730	-4,033	$67,731,422	−9.7%	3.31%
IBM	International Business Machines Corp Technology	Reduced	279,374	-3,027	$67,717,463	−19.0%	3.31%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	150,795	-1,690	$67,335,999	−2.6%	3.30%
EW	Edwards Lifesciences Corp Healthcare	Reduced	740,200	-3,480	$59,275,216	−6.5%	2.90%
KR	Kroger Co Consumer Defensive	Reduced	792,549	-490	$57,348,845	+15.7%	2.81%
WTS	Watts Water Technologies Inc Industrials	Reduced	189,310	-599	$54,954,799	+4.8%	2.69%
ASML	Asml Holding NV Technology	Added	39,717	+59	$52,459,405	+23.6%	2.57%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	200,120	-740	$49,845,889	+3.6%	2.44%
SPGI	S&P Global Inc. Financial Services	Reduced	105,819	-392	$42,581,883	−18.9%	2.08%
WST	West Pharmaceutical Services Inc Healthcare	Added	161,159	+9,011	$40,392,891	−3.5%	1.98%
ADI	Analog Devices Inc Technology	Reduced	114,853	-1,120	$36,539,333	+16.2%	1.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	35,039	-226	$34,913,910	+14.8%	1.71%
JNJ	Johnson & Johnson Healthcare	Reduced	131,894	-2,547	$32,240,169	+15.9%	1.58%
ALC	Alcon Inc Healthcare	Reduced	414,141	-27,694	$31,205,524	−10.4%	1.53%
CLX	Clorox Co /De/ Consumer Defensive	Added	297,600	+78,394	$30,840,288	+39.5%	1.51%
FISV	Fiserv Inc	Added	529,103	+41,408	$29,523,947	−9.9%	1.44%
PEP	Pepsico Inc Consumer Defensive	Added	185,475	+900	$28,802,412	+8.7%	1.41%
MA	Mastercard Inc Financial Services	Reduced	57,394	-611	$28,677,486	−13.4%	1.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	95,510	-1,300	$28,095,221	−9.9%	1.38%
GWW	W.W. Grainger, Inc. Industrials	Reduced	21,286	-15	$23,218,983	+8.0%	1.14%
NVDA	Nvidia Corp Technology	Added	128,610	+9,584	$22,429,584	+1.0%	1.10%
CHWY	Chewy, Inc. Consumer Cyclical	Added	714,246	+256,935	$19,284,642	+27.6%	0.94%
CSL	Carlisle Companies Inc Industrials	Added	49,032	+1,445	$16,358,055	+7.5%	0.80%
LH	Labcorp Holdings Inc. Healthcare	Reduced	61,021	-21,484	$16,281,013	−21.3%	0.80%
TT	Trane Technologies plc Industrials	Held	37,502	0	$15,628,583	+7.1%	0.76%
NEE	Nextera Energy Inc Utilities	Added	165,852	+7,930	$15,404,333	+21.5%	0.75%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	88,483	+7,615	$12,780,484	+10.3%	0.63%
XOM	ExxonMobil Holdings Corp Energy	Reduced	66,581	-1,139	$11,296,132	+38.6%	0.55%
MRK	Merck & Co., Inc. Healthcare	Reduced	88,805	-580	$10,682,353	+13.5%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	182,911	-15,089	$8,916,911	−18.1%	0.44%
UBER	Uber Technologies, Inc Technology	Reduced	113,945	-3,312	$8,196,063	−14.5%	0.40%
AVGO	Broadcom Inc. Technology	Added	24,959	+193	$7,725,060	−9.9%	0.38%
INTU	Intuit Inc. Technology	Reduced	16,999	-71,754	$7,350,027	−87.5%	0.36%
RTX	RTX Corp Industrials	Reduced	36,971	-98	$7,131,705	+4.9%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	90,178	-223	$6,858,036	+8.5%	0.34%
BXP	BXP, Inc. Real Estate	Reduced	114,741	-5,700	$5,955,057	−26.7%	0.29%
ABBV	AbbVie Inc. Healthcare	Reduced	25,538	-437	$5,554,259	−6.4%	0.27%
GBTC	Grayscale Bitcoin Trust ETF	Held	102,850	0	$5,426,366	−22.8%	0.27%
ADP	Automatic Data Processing Inc Technology	Reduced	26,263	-1,305	$5,336,116	−24.8%	0.26%
HD	Home Depot, Inc. Consumer Cyclical	Held	13,919	0	$4,577,819	−4.4%	0.22%
ACN	Accenture plc Technology	Reduced	22,074	-1,589	$4,377,053	−31.1%	0.21%