Position in IR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,651,170
+$29,781 QoQ
Shares Held
33,090
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Birch Hill Investment Advisors LLC holds $135,110,357 across 8 Specialty Industrial Machinery names. IR ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
188,730 | $67,731,422 | |
| 2 | WTS |
Watts Water Technologies Inc
|
189,310 | $54,954,799 | |
| 3 | EMR |
Emerson Electric Co
|
29,363 | $3,847,140 | |
| 4 | IR |
Ingersoll Rand Inc.
This page
|
33,090 | $2,651,170 | |
| 5 | ITW |
Illinois Tool Works Inc
|
8,763 | $2,280,921 | |
| 6 | DOV |
DOVER Corp
|
7,605 | $1,585,262 | |
| 7 | GEV |
GE Vernova Inc.
|
1,694 | $1,478,692 | |
| 8 | OTIS |
Otis Worldwide Corp
|
7,537 | $580,951 |
All Filings in IR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,651,170 | 33,090 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,621,389 | 33,090 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,733,895 | 33,090 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,752,426 | 33,090 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,648,192 | 33,090 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,993,321 | 33,090 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,248,114 | 33,090 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,005,895 | 33,090 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,141,895 | 33,090 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,559,180 | 33,090 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,108,494 | 33,090 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,098,056 | 32,100 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,867,578 | 32,100 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,677,225 | 32,100 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,388,646 | 32,100 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,350,768 | 32,100 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,616,235 | 32,100 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,986,027 | 32,100 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,618,161 | 32,100 | Shares | Sole | 2021-10-25 | |
| 2020-03-31 | $796,080 | 32,100 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||