Birch Hill Investment Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Birch Hill Investment Advisors LLC reported 172 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Amazon.com (AMZN, 4.9%) and Fiserv (FISV, 4.9%). Compared with Q4 2023, it opened 14 new positions, sold out of 5, added to 36 and reduced 90. The biggest buy was S&P Global (SPGI, shares +427%) and the biggest sale Bank of America (BAC, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001172661-24-002183 ↗ filed May 13, 2024
Holdings Value
Holdings 172 stocks · $2.1B
| MSFT Microsoft Corp. | 5.82% | 284,317 | $119.6M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 4.95% | 563,549 | $101.7M | Reduce -1.2% |
| FISV Fiserv Inc. | 4.89% | 629,307 | $100.6M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.77% | 233,167 | $98.1M | Reduce -1.7% |
| MRSH Marsh & McLennan Cos | 4.39% | 437,581 | $90.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 3.55% | 483,951 | $73.0M | Reduce -6.1% |
| VRTX Vertex Pharmaceuticals Inc. | 3.49% | 171,730 | $71.8M | Reduce -8.3% |
| ECL Ecolab Inc. | 3.48% | 309,991 | $71.6M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.26% | 661,374 | $67.1M | Reduce -4.5% |
| MRK Merck & Co. Inc. | 2.91% | 452,485 | $59.7M | Reduce -2.6% |
| AAPL Apple Inc. | 2.85% | 341,393 | $58.5M | Reduce -2.0% |
| ROK Rockwell Automation Inc. | 2.78% | 196,372 | $57.2M | Add +3.4% |
| INTU Intuit Inc. | 2.69% | 84,893 | $55.2M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.65% | 284,660 | $54.4M | Add +0.2% |
| KR Kroger Co. | 2.49% | 896,639 | $51.2M | Reduce -1.1% |
| LECO Lincoln Electric Holdings | 2.25% | 181,256 | $46.3M | Add +0.1% |
| STZ Constellation Brands Inc. Class A | 2.02% | 152,924 | $41.6M | Add +1.8% |
| SPGI S&P Global Inc. | 1.95% | 94,368 | $40.1M | Add +427.1% |
| MBLY Mobileye Global Inc. Class A | 1.84% | 1,179,100 | $37.9M | Add +168.6% |
| EW Edwards Lifesciences Corp. | 1.80% | 386,419 | $36.9M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.74% | 234,411 | $35.7M | Reduce -7.5% |
| APH Amphenol Corp. Class A | 1.71% | 303,902 | $35.1M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 1.63% | 69,746 | $33.6M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 1.58% | 44,218 | $32.4M | Reduce -7.1% |
| ALC Alcon Inc. filed as ALCON AG | 1.48% | 366,089 | $30.5M | Add +3.7% |
| JNJ Johnson & Johnson | 1.42% | 185,059 | $29.3M | Reduce -2.8% |
| WTS Watts Water Technologies-A | 1.38% | 132,957 | $28.3M | Add +48.7% |
| LH Laboratory CRP of Amer Hldgs | 1.34% | 126,279 | $27.6M | Add +4.7% |
| MDLZ Mondelez International Inc. Class A | 1.25% | 366,934 | $25.7M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 232,350 | $25.7M | Add +31.5% |
| IVV iShares Core S&P 500 ETF | 1.16% | 45,478 | $23.9M | Add +1.7% |
| GNTX Gentex Corp. | 1.15% | 653,256 | $23.6M | Reduce -22.6% |
| JPM JPMorgan Chase & Co. | 1.06% | 108,657 | $21.8M | Reduce -6.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.05% | 21,186 | $21.6M | Reduce -6.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.79% | 430,547 | $16.3M | Reduce -60.3% |
| PEP Pepsico Inc. | 0.69% | 81,345 | $14.2M | Reduce -8.5% |
| CVS CVS Health Corp. | 0.68% | 175,737 | $14.0M | Reduce -57.3% |
| TT Trane Technologies PLC | 0.55% | 37,502 | $11.3M | No change |
| ACN Accenture PLC Class A | 0.46% | 27,256 | $9.4M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.46% | 58,185 | $9.4M | Reduce -2.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.42% | 137,511 | $8.7M | New |
| UPS United Parcel Service Class B | 0.41% | 57,152 | $8.5M | Reduce -22.0% |
| XOM Exxon Mobil Corp. | 0.40% | 70,659 | $8.2M | Reduce -1.7% |
| MAS Masco Corp. | 0.37% | 96,995 | $7.7M | Reduce -38.4% |
| ADP Automatic Data Processing | 0.35% | 29,077 | $7.3M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 104,069 | $6.3M | Add +1.9% |
| CL Colgate-Palmolive Co. | 0.30% | 68,873 | $6.2M | Reduce -14.3% |
| KO The Coca-Cola Co. | 0.29% | 98,671 | $6.0M | Reduce -5.8% |
| EFA iShares MSCI Eafe ETF | 0.29% | 73,911 | $5.9M | Reduce -3.7% |
| CSL Carlisle Cos Inc. | 0.29% | 15,044 | $5.9M | Add +4.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.28% | 74,821 | $5.7M | Reduce -14.5% |
| WAB Wabtec Corp. | 0.28% | 39,248 | $5.7M | Reduce -38.2% |
| HD Home Depot Inc. | 0.27% | 14,510 | $5.6M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.25% | 27,934 | $5.1M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 112,453 | $4.7M | Reduce -4.7% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 7,632 | $4.4M | Reduce -5.2% |
| BXP BXP Inc. filed as BOSTON PROPERTIES INC | 0.22% | 67,725 | $4.4M | Reduce -5.7% |
| AVGO Broadcom Inc. | 0.21% | 3,326 | $4.4M | Reduce -10.6% |
| NEE Nextera Energy Inc. | 0.21% | 68,838 | $4.4M | Add +3.6% |
| ORCL Oracle Corp. | 0.21% | 34,312 | $4.3M | Reduce -1.8% |
| BBJP JPMorgan Betabuilders Japan | 0.21% | 73,325 | $4.3M | New |
| UBER Uber Technologies Inc. | 0.20% | 52,120 | $4.0M | Reduce -9.3% |
| ADBE Adobe Inc. | 0.19% | 7,796 | $3.9M | Add +23.1% |
| RTX RTX Corp. | 0.18% | 38,809 | $3.8M | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.17% | 3,897 | $3.5M | Reduce -4.5% |
| APD Air Products & Chemicals Inc. | 0.17% | 14,469 | $3.5M | Add +25.7% |
| KVUE Kenvue Inc. | 0.17% | 162,298 | $3.5M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.17% | 11,384 | $3.4M | Reduce -12.1% |
| EMR Emerson Electric Co. | 0.17% | 29,939 | $3.4M | Reduce -2.9% |
| ABT Abbott Laboratories | 0.16% | 29,001 | $3.3M | Reduce -1.3% |
| IR Ingersoll-Rand Inc. | 0.15% | 33,090 | $3.1M | No change |
| ADI Analog Devices Inc. | 0.15% | 15,566 | $3.1M | Add +976.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 24,226 | $3.0M | Reduce -0.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 28,696 | $2.9M | Add +117.2% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 57,735 | $2.9M | Add +1.7% |
| NKE Nike Inc. Class B | 0.14% | 30,098 | $2.8M | Add +51.6% |
| USB US Bancorp | 0.14% | 62,965 | $2.8M | Reduce -8.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.13% | 20,518 | $2.7M | Reduce -6.7% |
| IWM iShares Russell 2000 ETF | 0.13% | 12,805 | $2.7M | Add +5.3% |
| UNP Union Pacific Corp. | 0.13% | 10,926 | $2.7M | Reduce -2.5% |
| XLE SS Energy Select Sector | 0.13% | 27,630 | $2.6M | Add +3.0% |
| LIN Linde PLC | 0.12% | 5,360 | $2.5M | Reduce -3.6% |
| ITW Illinois Tool Works | 0.12% | 9,165 | $2.5M | No change |
| CVX Chevron Corp. | 0.12% | 15,314 | $2.4M | Reduce -8.1% |
| KMX Carmax Inc. | 0.10% | 23,654 | $2.1M | Add +21.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.09% | 8,464 | $1.8M | Add +2.1% |
| ALLE Allegion PLC | 0.09% | 13,200 | $1.8M | Reduce -5.9% |
| MCD McDonald's Corp. | 0.08% | 5,917 | $1.7M | Reduce -5.9% |
| ROP Roper Technologies Inc. | 0.08% | 2,896 | $1.6M | Add +0.5% |
| DE Deere & Co. | 0.08% | 3,915 | $1.6M | No change |
| INTC Intel Corp. | 0.08% | 36,055 | $1.6M | Reduce -2.5% |
| EEM iShares MSCI Emerging Market | 0.08% | 37,929 | $1.6M | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 2,882 | $1.5M | Add +1.1% |
| CAT Caterpillar Inc. | 0.07% | 4,044 | $1.5M | Reduce -3.9% |
| CMCSA Comcast Corp. Class A | 0.07% | 32,233 | $1.4M | Reduce -22.7% |
| WM Waste Management Inc. | 0.07% | 6,381 | $1.4M | Add +0.9% |
| COIN Coinbase Global Inc. Class A | 0.06% | 5,000 | $1.3M | New |
| CARR Carrier Global Corp. | 0.06% | 21,605 | $1.3M | Reduce -5.2% |
| DOV Dover Corp. | 0.06% | 6,970 | $1.2M | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 2,464 | $1.2M | Reduce -3.0% |
Portfolio Sells Q4 2023 → Q1 2024
| BAC Bank of America Corp. | Reduce -60.3% | 0.79% | −1.15 |
| CVS CVS Health Corp. | Reduce -57.3% | 0.68% | −1.05 |
| AAPL Apple Inc. | Reduce -2.0% | 2.85% | −0.72 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -8.3% | 3.49% | −0.56 |
| GNTX Gentex Corp. | Reduce -22.6% | 1.15% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 3.55% | −0.28 |
| UPS United Parcel Service Class B | Reduce -22.0% | 0.41% | −0.20 |
| TJX TJX Companies Inc. | Reduce -4.5% | 3.26% | −0.19 |
| MAS Masco Corp. | Reduce -38.4% | 0.37% | −0.19 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.4% | 1.25% | −0.18 |
| JNJ Johnson & Johnson | Reduce -2.8% | 1.42% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -7.5% | 1.74% | −0.16 |
| INTU Intuit Inc. | Reduce -0.7% | 2.69% | −0.16 |
| WAB Wabtec Corp. | Reduce -38.2% | 0.28% | −0.15 |
| PEP Pepsico Inc. | Reduce -8.5% | 0.69% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -7.1% | 1.58% | −0.10 |
| ACN Accenture PLC Class A | Reduce -2.1% | 0.46% | −0.06 |
| BXP BXP Inc. | Reduce -5.7% | 0.22% | −0.05 |
| FTRE Fortrea Holdings Inc. | Reduce -77.5% | 0.01% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -14.5% | 0.28% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -14.3% | 0.30% | −0.04 |
| KO The Coca-Cola Co. | Reduce -5.8% | 0.29% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 4.39% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.7% | 0.23% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -22.7% | 0.07% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -4.8% | 1.63% | −0.03 |
| USB US Bancorp | Reduce -8.9% | 0.14% | −0.02 |
| KVUE Kenvue Inc. | Reduce -2.9% | 0.17% | −0.02 |
| INTC Intel Corp. | Reduce -2.5% | 0.08% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -3.7% | 0.29% | −0.02 |
| MCD McDonald's Corp. | Reduce -5.9% | 0.08% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.5% | 0.13% | −0.02 |
| NTR Nutrien Ltd. | Reduce -25.6% | 0.03% | −0.02 |
| CVX Chevron Corp. | Reduce -8.1% | 0.12% | −0.01 |
| CRM Salesforce Inc. | Reduce -12.1% | 0.17% | −0.01 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.5% | 0.35% | −0.01 |
| RTX RTX Corp. | Reduce -11.8% | 0.18% | −0.01 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.16% | −0.01 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.2% | 0.22% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -6.8% | 0.08% | −0.01 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -6.7% | 0.13% | −0.01 |
| CARR Carrier Global Corp. | Reduce -5.2% | 0.06% | −0.01 |
| ALLE Allegion PLC | Reduce -5.9% | 0.09% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -3.2% | 0.05% | −0.01 |
| MSFT Microsoft Corp. | Reduce -2.4% | 5.82% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| SPGI S&P Global Inc. | Add +427.1% | 1.95% | +1.53 |
| MBLY Mobileye Global Inc. Class A | Add +168.6% | 1.84% | +0.83 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.42% | +0.42 |
| WTS Watts Water Technologies-A | Add +48.7% | 1.38% | +0.38 |
| IJR iShares Core S&P Small-Cap E | Add +31.5% | 1.25% | +0.23 |
| BBJP JPMorgan Betabuilders Japan | New | 0.21% | +0.21 |
| IBM Intl Business Machines Corp. | Add +0.2% | 2.65% | +0.17 |
| LECO Lincoln Electric Holdings | Add +0.1% | 2.25% | +0.16 |
| ADI Analog Devices Inc. | Add +976.5% | 0.15% | +0.13 |
| STZ Constellation Brands Inc. Class A | Add +1.8% | 2.02% | +0.09 |
| IJS iShares S&P Small-Cap 600 Va | Add +117.2% | 0.14% | +0.07 |
| COIN Coinbase Global Inc. Class A | New | 0.06% | +0.06 |
| CSL Carlisle Cos Inc. | Add +4.7% | 0.29% | +0.05 |
| VYM Vanguard High DVD Yield ETF | New | 0.03% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +1.7% | 1.16% | +0.03 |
| NKE Nike Inc. Class B | Add +51.6% | 0.14% | +0.02 |
| KMX Carmax Inc. | Add +21.4% | 0.10% | +0.02 |
| ALC Alcon Inc. | Add +3.7% | 1.48% | +0.02 |
| WFC Wells Fargo & Co. | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +28.2% | 0.06% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | New | 0.01% | +0.01 |
| SYK Stryker Corp. | New | 0.01% | +0.01 |
| HUBB Hubbell Inc. | New | 0.01% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | New | 0.01% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +2.1% | 0.09% | +0.01 |
| XLE SS Energy Select Sector | Add +3.0% | 0.13% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.9% | 0.31% | +0.01 |
| WM Waste Management Inc. | Add +0.9% | 0.07% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.02% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +25.7% | 0.17% | +0.00 |
| QCOM Qualcomm Inc. | Add +3.0% | 0.02% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +5.3% | 0.13% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.07% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +1.9% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 0.01% | 0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.0% | 0.03% | 0.00 |
| V Visa Inc. Class A | Add +0.6% | 0.03% | −0.00 |
| NEE Nextera Energy Inc. | Add +3.6% | 0.21% | −0.00 |
| BC Brunswick Corp. | Add +2.7% | 0.02% | −0.00 |
| UNH Unitedhealth Group Inc. | Add +2.7% | 0.02% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 0.14% | −0.00 |
| ROP Roper Technologies Inc. | Add +0.5% | 0.08% | −0.00 |
| ADBE Adobe Inc. | Add +23.1% | 0.19% | −0.01 |
| LH Laboratory CRP of Amer Hldgs | Add +4.7% | 1.34% | −0.12 |
| ROK Rockwell Automation Inc. | Add +3.4% | 2.78% | −0.35 |
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 |