Birch Hill Investment Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Birch Hill Investment Advisors LLC reported 211 stock positions worth $2.5 billion. Its top holding was Amazon.com (AMZN) at 5.3% of the portfolio, followed by Amphenol Class A (APH, 5.1%) and Alphabet Class A (GOOGL, 4.6%). Compared with Q1 2026, it opened 19 new positions, sold out of 3, added to 47 and reduced 77. The biggest buy was Amphenol Class A (APH, shares +3%) and the biggest sale TJX Companies (TJX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.5B (Q2 2026)
- SEC Filing
- 0001172661-26-002717 ↗ filed Jul 21, 2026
Holdings Value
Holdings 211 stocks · $2.5B
| AMZN Amazon.com Inc. | 5.28% | 546,745 | $130.3M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 5.14% | 719,908 | $126.9M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 4.55% | 314,665 | $112.5M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.31% | 212,583 | $106.4M | Reduce -0.2% |
| AAPL Apple Inc. | 4.30% | 367,068 | $106.2M | Add +1.5% |
| MSFT Microsoft Corp. | 4.28% | 283,554 | $105.8M | Add +1.1% |
| ROK Rockwell Automation Inc. | 3.73% | 186,053 | $92.1M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.51% | 572,190 | $86.7M | Reduce -1.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.31% | 41,120 | $81.8M | Add +3.5% |
| ECL Ecolab Inc. | 3.30% | 292,638 | $81.5M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.30% | 289,497 | $81.4M | Add +3.6% |
| WTS Watts Water Technologies-A | 3.08% | 194,171 | $76.0M | Add +2.6% |
| VRTX Vertex Pharmaceuticals Inc. | 2.97% | 147,702 | $73.4M | Reduce -2.0% |
| MRSH Marsh & McLennan Cos | 2.77% | 410,233 | $68.4M | Reduce -4.0% |
| EW Edwards Lifesciences Corp. | 2.69% | 735,377 | $66.5M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 2.53% | 177,012 | $62.5M | Reduce -2.2% |
| WST West Pharmaceutical Services | 2.32% | 159,696 | $57.3M | Reduce -0.9% |
| LECO Lincoln Electric Holdings | 2.18% | 202,695 | $53.8M | Add +1.3% |
| ADI Analog Devices Inc. | 1.82% | 112,904 | $44.8M | Reduce -1.7% |
| KR Kroger Co. | 1.79% | 796,380 | $44.2M | Add +0.5% |
| SPGI S&P Global Inc. | 1.69% | 102,467 | $41.7M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 1.32% | 34,862 | $32.6M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.30% | 126,625 | $32.2M | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 1.28% | 213,825 | $31.7M | Add +1.4% |
| CLX Clorox Company | 1.26% | 324,913 | $31.0M | Add +9.2% |
| JPM JPMorgan Chase & Co. | 1.25% | 94,380 | $30.9M | Reduce -1.2% |
| FISV Fiserv Inc. | 1.24% | 623,289 | $30.6M | Add +17.8% |
| IVV iShares Core S&P 500 ETF | 1.24% | 40,764 | $30.5M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 1.20% | 57,479 | $29.5M | Add +0.1% |
| GWW WW Grainger Inc. | 1.16% | 20,964 | $28.5M | Reduce -1.5% |
| NVDA Nvidia Corp. | 1.10% | 136,086 | $27.2M | Add +5.8% |
| PEP Pepsico Inc. | 1.01% | 184,915 | $25.0M | Reduce -0.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.87% | 319,605 | $21.4M | Reduce -22.8% |
| NEE Nextera Energy Inc. | 0.80% | 225,257 | $19.8M | Add +35.8% |
| TT Trane Technologies PLC | 0.75% | 37,502 | $18.4M | No change |
| CSL Carlisle Cos Inc. | 0.73% | 49,537 | $18.0M | Add +1.0% |
| BBJP JPMorgan Betabuilders Japan | 0.61% | 200,297 | $15.1M | Add +28.7% |
| LH Labcorp Holdings Inc. | 0.58% | 51,068 | $14.3M | Reduce -16.3% |
| PG The Procter & Gamble Co. | 0.54% | 90,519 | $13.3M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.46% | 87,972 | $11.3M | Reduce -0.9% |
| BAC Bank of America Corp. | 0.41% | 178,425 | $10.2M | Reduce -2.5% |
| AVGO Broadcom Inc. | 0.38% | 24,929 | $9.4M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 121,065 | $9.3M | Add +1.9% |
| CHWY Chewy Inc. Class A | 0.38% | 474,960 | $9.3M | Reduce -33.5% |
| EFA iShares MSCI Eafe ETF | 0.35% | 82,689 | $8.6M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 133,272 | $8.0M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 110,272 | $7.9M | Add +8.3% |
| UBER Uber Technologies Inc. | 0.31% | 106,993 | $7.7M | Reduce -6.1% |
| BXP BXP Inc. | 0.30% | 110,916 | $7.4M | Reduce -3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 34,540 | $7.3M | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.30% | 90,178 | $7.3M | No change |
| DHR Danaher Corp. | 0.29% | 36,996 | $7.0M | Add +1345.7% |
| RTX RTX Corp. | 0.28% | 36,949 | $7.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.26% | 25,459 | $6.4M | Reduce -0.3% |
| V Visa Inc. Class A | 0.24% | 17,459 | $6.0M | Add +21.3% |
| ADP Automatic Data Processing | 0.24% | 26,263 | $5.9M | No change |
| HAYW Hayward Holdings Inc. | 0.21% | 304,169 | $5.3M | Reduce -6.2% |
| HD Home Depot Inc. | 0.20% | 13,899 | $4.9M | Reduce -0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.19% | 102,850 | $4.7M | No change |
| INTC Intel Corp. | 0.18% | 31,800 | $4.4M | No change |
| CAT Caterpillar Inc. | 0.17% | 4,029 | $4.3M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.17% | 14,156 | $4.3M | Add +0.6% |
| CL Colgate-Palmolive Co. | 0.17% | 45,801 | $4.2M | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.17% | 28,495 | $4.1M | Reduce -3.0% |
| ORCL Oracle Corp. | 0.16% | 27,485 | $4.0M | Reduce -0.9% |
| GNTX Gentex Corp. | 0.15% | 148,728 | $3.8M | Reduce -3.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 11,177 | $3.7M | Reduce -0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 26,434 | $3.6M | Add +2.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.13% | 62,092 | $3.1M | Reduce -6.1% |
| EEM iShares MSCI Emerging Market | 0.13% | 45,267 | $3.1M | Add +2.3% |
| USB US Bancorp | 0.12% | 48,421 | $2.9M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 5,761 | $2.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.12% | 7,686 | $2.9M | Add +17.6% |
| WAB Wabtec Corp. | 0.11% | 10,489 | $2.8M | No change |
| IR Ingersoll-Rand Inc. | 0.11% | 33,090 | $2.7M | No change |
| APD Air Products & Chemicals Inc. | 0.11% | 9,191 | $2.7M | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.10% | 20,804 | $2.6M | Reduce -5.8% |
| GEV GE Vernova Inc. | 0.10% | 2,134 | $2.5M | Add +26.0% |
| ITW Illinois Tool Works | 0.10% | 8,763 | $2.4M | No change |
| MDLZ Mondelez International Inc. Class A | 0.09% | 40,506 | $2.3M | Reduce -11.8% |
| CVS CVS Health Corp. | 0.09% | 21,185 | $2.2M | No change |
| XLE SS Energy Select Sector | 0.09% | 40,735 | $2.2M | Reduce -6.6% |
| UNP Union Pacific Corp. | 0.09% | 7,778 | $2.1M | No change |
| ABT Abbott Laboratories | 0.09% | 23,185 | $2.1M | Reduce -0.6% |
| LIN Linde PLC | 0.08% | 3,965 | $2.1M | Reduce -14.9% |
| DE Deere & Co. | 0.08% | 3,215 | $2.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,714 | $2.0M | Reduce -0.4% |
| VGT Vanguard Info Tech ETF | 0.08% | 16,944 | $2.0M | Add +6.2% |
| COPX Global X Copper Miners ETF | 0.08% | 24,520 | $1.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 19,089 | $1.8M | Add +28.9% |
| VOO Vanguard S&P 500 ETF | 0.07% | 2,636 | $1.8M | Reduce -0.6% |
| ABNB Airbnb Inc. Class A | 0.07% | 12,358 | $1.8M | Reduce -11.7% |
| ALLE Allegion PLC | 0.07% | 12,500 | $1.8M | No change |
| CVX Chevron Corp. | 0.07% | 10,563 | $1.8M | Reduce -5.0% |
| DOV Dover Corp. | 0.07% | 7,280 | $1.6M | Reduce -4.3% |
| MAR Marriott International Class A | 0.06% | 4,291 | $1.6M | No change |
| XLK SS Technology Select Sector | 0.06% | 8,061 | $1.5M | Add +38.2% |
| MCD McDonald's Corp. | 0.06% | 5,616 | $1.5M | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.06% | 36,041 | $1.5M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 16,748 | $1.3M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| TJX TJX Companies Inc. | Reduce -1.2% | 3.51% | −0.64 |
| MRSH Marsh & McLennan Cos | Reduce -4.0% | 2.77% | −0.56 |
| ALC Alcon Inc. | Reduce -22.8% | 0.87% | −0.53 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.51 |
| CHWY Chewy Inc. Class A | Reduce -33.5% | 0.38% | −0.49 |
| SPGI S&P Global Inc. | Reduce -3.2% | 1.69% | −0.33 |
| INTU Intuit Inc. | Reduce -87.6% | 0.02% | −0.31 |
| PEP Pepsico Inc. | Reduce -0.3% | 1.01% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 4.31% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.32% | −0.25 |
| LH Labcorp Holdings Inc. | Reduce -16.3% | 0.58% | −0.15 |
| JNJ Johnson & Johnson | Reduce -4.0% | 1.30% | −0.14 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.10% | −0.09 |
| BR Broadridge Financial Solutio | Reduce -49.8% | 0.04% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -6.1% | 0.31% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.0% | 2.97% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -44.7% | 0.04% | −0.04 |
| RTX RTX Corp. | Reduce -0.1% | 0.28% | −0.04 |
| CVX Chevron Corp. | Reduce -5.0% | 0.07% | −0.03 |
| XLE SS Energy Select Sector | Reduce -6.6% | 0.09% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.8% | 0.09% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -6.1% | 0.13% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.6% | 0.09% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.46% | −0.02 |
| LIN Linde PLC | Reduce -14.9% | 0.08% | −0.02 |
| CRM Salesforce Inc. | Reduce -17.2% | 0.03% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.16% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| WMT Walmart Inc. | Reduce -3.1% | 0.05% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -2.2% | 0.11% | −0.01 |
| T AT&T Inc. | Sold out | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 1.25% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -3.5% | 0.03% | −0.01 |
| NTR Nutrien Ltd. | Reduce -1.4% | 0.03% | −0.01 |
| WM Waste Management Inc. | Reduce -2.2% | 0.05% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -1.6% | 0.17% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -11.7% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -7.0% | 0.02% | −0.01 |
| EMR Emerson Electric Co. | Reduce -3.0% | 0.17% | −0.01 |
| HD Home Depot Inc. | Reduce -0.1% | 0.20% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.1% | 0.30% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -21.6% | 0.02% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -11.1% | 0.03% | −0.01 |
| ADBE Adobe Inc. | Reduce -3.5% | 0.01% | −0.01 |
| DOV Dover Corp. | Reduce -4.3% | 0.07% | −0.01 |
| BC Brunswick Corp. | Reduce -18.3% | 0.02% | −0.00 |
| UPS United Parcel Service Class B | Reduce -6.7% | 0.04% | −0.00 |
| ACGL Arch Capital Group Ltd. | Reduce -4.7% | 0.02% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.1% | 0.15% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | Add +3.1% | 5.14% | +1.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.5% | 3.31% | +0.96 |
| WTS Watts Water Technologies-A | Add +2.6% | 3.08% | +0.61 |
| DHR Danaher Corp. | Add +1345.7% | 0.29% | +0.26 |
| IBM Intl Business Machines Corp. | Add +3.6% | 3.30% | +0.26 |
| AAPL Apple Inc. | Add +1.5% | 4.30% | +0.18 |
| BBJP JPMorgan Betabuilders Japan | Add +28.7% | 0.61% | +0.13 |
| NEE Nextera Energy Inc. | Add +35.8% | 0.80% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 1.28% | +0.11 |
| NVDA Nvidia Corp. | Add +5.8% | 1.10% | +0.10 |
| V Visa Inc. Class A | Add +21.3% | 0.24% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +26.0% | 0.10% | +0.04 |
| GE General Electric | Add +17.6% | 0.12% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +81.9% | 0.05% | +0.03 |
| XLK SS Technology Select Sector | Add +38.2% | 0.06% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +8.3% | 0.32% | +0.03 |
| COMP Compass Inc. Class A | Add +96.9% | 0.03% | +0.02 |
| ALH Alliance Laundry Holdings Inc. | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +6.2% | 0.08% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 0.38% | +0.02 |
| ANET Arista Networks Inc. | Add +62.1% | 0.03% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.17% | +0.02 |
| LEN Lennar Corp. Class A | New | 0.01% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +2.3% | 0.13% | +0.01 |
| NOW ServiceNow Inc. | New | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +20.6% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | New | 0.01% | +0.01 |
| DASH DoorDash Inc. Class A | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | Add +28.9% | 0.07% | +0.01 |
| HPE Hewlett Packard Enterprise | New | 0.01% | +0.01 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | New | 0.01% | +0.01 |
| GMF State Street SPDR S&P Emergi | New | 0.01% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +2.5% | 0.15% | +0.01 |
| SCCO Southern Copper Corp. | New | 0.01% | +0.01 |
| NET Cloudflare Inc. Class A | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.01% | +0.01 |
| IGV iShares Expanded Tech-Softwa | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +34.5% | 0.05% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.3% | 0.32% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +11.3% | 0.04% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +4.4% | 0.04% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +4.8% | 0.04% | +0.00 |
| CEG Constellation Energy | Add +35.0% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $2.5B | AMZN, APH, GOOGL, BRK.B, AAPL |
| Q1 2026 | 195 | $2.2B | AMZN, MSFT, BRK.B, GOOGL, TJX |
| Q4 2025 | 200 | $2.4B | MSFT, AMZN, GOOGL, BRK.B, APH |
| Q3 2025 | 197 | $2.4B | MSFT, AMZN, BRK.B, APH, AAPL |
| Q2 2025 | 195 | $2.3B | MSFT, AMZN, BRK.B, MRSH, FISV |
| Q1 2025 | 187 | $2.1B | BRK.B, FISV, MSFT, MRSH, AMZN |
| Q4 2024 | 181 | $2.2B | AMZN, MSFT, FISV, BRK.B, MRSH |
| Q3 2024 | 178 | $2.1B | MSFT, FISV, BRK.B, AMZN, MRSH |
| Q2 2024 | 172 | $2.1B | MSFT, AMZN, BRK.B, FISV, MRSH |
| Q1 2024 | 172 | $2.1B | MSFT, AMZN, FISV, BRK.B, MRSH |