Position in IR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,713,049
+$61,879 QoQ
Shares Held
33,090
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#267
of 891 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026Birch Hill Investment Advisors LLC holds $181,961,150 across 8 Specialty Industrial Machinery names. IR ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
186,053 | $92,111,119 | |
| 2 | WTS |
Watts Water Technologies Inc
|
194,171 | $76,008,237 | |
| 3 | EMR |
Emerson Electric Co
|
28,495 | $4,079,059 | |
| 4 | IR |
Ingersoll Rand Inc.
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|
33,090 | $2,713,049 | |
| 5 | GEV |
GE Vernova Inc.
|
2,134 | $2,507,151 | |
| 6 | ITW |
Illinois Tool Works Inc
|
8,763 | $2,370,128 | |
| 7 | DOV |
DOVER Corp
|
7,280 | $1,632,758 | |
| 8 | OTIS |
Otis Worldwide Corp
|
7,537 | $539,649 |
All Filings in IR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,713,049 | 33,090 | Shares | Sole | 2026-07-21 | |
| 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. | ||||||