Birch Hill Investment Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Birch Hill Investment Advisors LLC reported 172 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Amazon.com (AMZN, 5.3%) and Berkshire Hathaway Class B (BRK.B, 4.6%). Compared with Q1 2024, it opened 5 new positions, sold out of 6, added to 41 and reduced 66. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale CVS Health (CVS, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.1B (Q2 2024)
- SEC Filing
- 0001172661-24-002974 ↗ filed Jul 30, 2024
Holdings Value
Holdings 172 stocks · $2.1B
| MSFT Microsoft Corp. | 6.02% | 278,726 | $124.6M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 5.25% | 561,818 | $108.6M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.56% | 231,903 | $94.3M | Reduce -0.5% |
| FISV Fiserv Inc. | 4.46% | 619,509 | $92.3M | Reduce -1.6% |
| MRSH Marsh & McLennan Cos | 4.42% | 434,043 | $91.5M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.19% | 475,707 | $86.7M | Reduce -1.7% |
| VRTX Vertex Pharmaceuticals Inc. | 3.89% | 171,499 | $80.4M | Reduce -0.1% |
| ECL Ecolab Inc. | 3.55% | 308,638 | $73.5M | Reduce -0.4% |
| AAPL Apple Inc. | 3.49% | 342,729 | $72.2M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.49% | 655,266 | $72.1M | Reduce -0.9% |
| INTU Intuit Inc. | 2.72% | 85,619 | $56.3M | Add +0.9% |
| MRK Merck & Co. Inc. | 2.70% | 450,345 | $55.8M | Reduce -0.5% |
| ROK Rockwell Automation Inc. | 2.65% | 198,800 | $54.7M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.37% | 283,125 | $49.0M | Reduce -0.5% |
| KR Kroger Co. | 2.27% | 940,606 | $47.0M | Add +4.9% |
| SPGI S&P Global Inc. | 2.17% | 100,494 | $44.8M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 2.06% | 232,218 | $42.6M | Reduce -0.9% |
| APH Amphenol Corp. Class A | 1.93% | 593,804 | $40.0M | Reduce -2.3% |
| STZ Constellation Brands Inc. Class A | 1.89% | 151,799 | $39.1M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 1.75% | 42,601 | $36.2M | Reduce -3.7% |
| EW Edwards Lifesciences Corp. | 1.72% | 385,044 | $35.6M | Reduce -0.4% |
| ALC Alcon Inc. filed as ALCON AG | 1.68% | 389,243 | $34.7M | Add +6.3% |
| LECO Lincoln Electric Holdings | 1.67% | 183,428 | $34.6M | Add +1.2% |
| MBLY Mobileye Global Inc. Class A | 1.55% | 1,140,395 | $32.0M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 1.42% | 66,454 | $29.3M | Reduce -4.7% |
| LH Labcorp Holdings Inc. | 1.37% | 139,089 | $28.3M | Add +10.1% |
| JNJ Johnson & Johnson | 1.29% | 182,740 | $26.7M | Reduce -1.3% |
| WTS Watts Water Technologies-A | 1.29% | 145,242 | $26.6M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 1.21% | 45,592 | $24.9M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 1.20% | 233,376 | $24.9M | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 1.16% | 365,809 | $23.9M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.05% | 107,567 | $21.8M | Reduce -1.0% |
| GNTX Gentex Corp. | 1.02% | 624,933 | $21.1M | Reduce -4.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.92% | 21,050 | $19.0M | Reduce -0.6% |
| ADBE Adobe Inc. | 0.80% | 29,611 | $16.5M | Add +279.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.72% | 376,032 | $15.0M | Reduce -12.7% |
| PEP Pepsico Inc. | 0.64% | 80,458 | $13.3M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.60% | 37,502 | $12.3M | No change |
| PG The Procter & Gamble Co. | 0.46% | 58,091 | $9.6M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.41% | 27,777 | $8.4M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.39% | 69,339 | $8.0M | Reduce -1.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.35% | 137,511 | $7.3M | No change |
| UPS United Parcel Service Class B | 0.34% | 51,262 | $7.0M | Reduce -10.3% |
| ADP Automatic Data Processing | 0.33% | 28,417 | $6.8M | Reduce -2.3% |
| CL Colgate-Palmolive Co. | 0.32% | 67,983 | $6.6M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 108,939 | $6.4M | Add +4.7% |
| KO The Coca-Cola Co. | 0.30% | 98,336 | $6.3M | Reduce -0.3% |
| CSL Carlisle Cos Inc. | 0.30% | 15,149 | $6.1M | Add +0.7% |
| EFA iShares MSCI Eafe ETF | 0.28% | 75,223 | $5.9M | Add +1.8% |
| MAS Masco Corp. | 0.28% | 85,650 | $5.7M | Reduce -11.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 74,595 | $5.3M | Reduce -0.3% |
| WAB Wabtec Corp. | 0.25% | 32,743 | $5.2M | Reduce -16.6% |
| AVGO Broadcom Inc. | 0.25% | 3,185 | $5.1M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 116,770 | $5.1M | Add +3.8% |
| HD Home Depot Inc. | 0.24% | 14,500 | $5.0M | Reduce -0.1% |
| BBJP JPMorgan Betabuilders Japan | 0.24% | 87,770 | $5.0M | Add +19.7% |
| NEE Nextera Energy Inc. | 0.24% | 69,588 | $4.9M | Add +1.1% |
| ORCL Oracle Corp. | 0.23% | 34,312 | $4.8M | No change |
| NVDA Nvidia Corp. | 0.23% | 39,039 | $4.8M | Add +0.2% |
| ABBV Abbvie Inc. | 0.23% | 27,914 | $4.8M | Reduce -0.1% |
| BXP BXP Inc. filed as BOSTON PROPERTIES INC | 0.20% | 67,725 | $4.2M | No change |
| CVS CVS Health Corp. | 0.20% | 70,343 | $4.2M | Reduce -60.0% |
| APD Air Products & Chemicals Inc. | 0.19% | 15,464 | $4.0M | Add +6.9% |
| ADI Analog Devices Inc. | 0.19% | 17,416 | $4.0M | Add +11.9% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 7,182 | $4.0M | Reduce -5.9% |
| RTX RTX Corp. | 0.19% | 38,749 | $3.9M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 0.18% | 51,670 | $3.8M | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.16% | 29,759 | $3.3M | Reduce -0.6% |
| KVUE Kenvue Inc. | 0.15% | 174,336 | $3.2M | Add +7.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 31,811 | $3.1M | Add +10.9% |
| IR Ingersoll-Rand Inc. | 0.15% | 33,090 | $3.0M | No change |
| CRM Salesforce Inc. | 0.14% | 11,346 | $2.9M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.14% | 27,863 | $2.9M | Reduce -3.9% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 58,422 | $2.9M | Add +1.2% |
| IWM iShares Russell 2000 ETF | 0.13% | 13,503 | $2.7M | Add +5.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 24,155 | $2.4M | Reduce -0.3% |
| CVX Chevron Corp. | 0.12% | 15,294 | $2.4M | Reduce -0.1% |
| USB US Bancorp | 0.11% | 59,065 | $2.3M | Reduce -6.2% |
| XLE SS Energy Select Sector | 0.11% | 25,000 | $2.3M | Reduce -9.5% |
| UNP Union Pacific Corp. | 0.11% | 9,916 | $2.2M | Reduce -9.2% |
| LIN Linde PLC | 0.11% | 5,095 | $2.2M | Reduce -4.9% |
| NKE Nike Inc. Class B | 0.11% | 29,648 | $2.2M | Reduce -1.5% |
| ITW Illinois Tool Works | 0.10% | 9,165 | $2.2M | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.10% | 18,168 | $2.0M | Reduce -11.4% |
| ROP Roper Technologies Inc. | 0.09% | 3,421 | $1.9M | Add +18.1% |
| KMX Carmax Inc. | 0.09% | 26,019 | $1.9M | Add +10.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.09% | 8,340 | $1.8M | Reduce -1.5% |
| EEM iShares MSCI Emerging Market | 0.08% | 37,929 | $1.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,882 | $1.6M | No change |
| ALLE Allegion PLC | 0.08% | 13,200 | $1.6M | No change |
| MCD McDonald's Corp. | 0.07% | 5,855 | $1.5M | Reduce -1.1% |
| DE Deere & Co. | 0.07% | 3,781 | $1.4M | Reduce -3.4% |
| WM Waste Management Inc. | 0.07% | 6,381 | $1.4M | No change |
| CARR Carrier Global Corp. | 0.07% | 21,528 | $1.4M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.07% | 4,044 | $1.3M | No change |
| V Visa Inc. Class A | 0.06% | 4,832 | $1.3M | Add +97.1% |
| DOV Dover Corp. | 0.06% | 6,970 | $1.3M | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 2,452 | $1.2M | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 14,048 | $1.1M | No change |
| CMCSA Comcast Corp. Class A | 0.05% | 28,733 | $1.1M | Reduce -10.9% |
Portfolio Sells Q1 2024 → Q2 2024
| CVS CVS Health Corp. | Reduce -60.0% | 0.20% | −0.48 |
| FISV Fiserv Inc. | Reduce -1.6% | 4.46% | −0.43 |
| MBLY Mobileye Global Inc. Class A | Reduce -3.3% | 1.55% | −0.30 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 2.37% | −0.28 |
| MA Mastercard Inc. Class A | Reduce -4.7% | 1.42% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 4.56% | −0.21 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 2.70% | −0.21 |
| STZ Constellation Brands Inc. Class A | Reduce -0.7% | 1.89% | −0.13 |
| JNJ Johnson & Johnson | Reduce -1.3% | 1.29% | −0.13 |
| GWW WW Grainger Inc. | Reduce -0.6% | 0.92% | −0.13 |
| GNTX Gentex Corp. | Reduce -4.3% | 1.02% | −0.13 |
| MAS Masco Corp. | Reduce -11.7% | 0.28% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 1.16% | −0.09 |
| EW Edwards Lifesciences Corp. | Reduce -0.4% | 1.72% | −0.08 |
| UPS United Parcel Service Class B | Reduce -10.3% | 0.34% | −0.07 |
| BAC Bank of America Corp. | Reduce -12.7% | 0.72% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.64% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -11.4% | 0.10% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.11% | −0.03 |
| HD Home Depot Inc. | Reduce -0.1% | 0.24% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.12% | −0.03 |
| WAB Wabtec Corp. | Reduce -16.6% | 0.25% | −0.03 |
| INTC Intel Corp. | Reduce -5.0% | 0.05% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.14% | −0.03 |
| ADP Automatic Data Processing | Reduce -2.3% | 0.33% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.3% | 0.26% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.9% | 0.19% | −0.02 |
| USB US Bancorp | Reduce -6.2% | 0.11% | −0.02 |
| UNP Union Pacific Corp. | Reduce -9.2% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Reduce -3.9% | 0.14% | −0.02 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.02 |
| XLE SS Energy Select Sector | Reduce -9.5% | 0.11% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.23% | −0.02 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.39% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 0.18% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -10.9% | 0.05% | −0.01 |
| LIN Linde PLC | Reduce -4.9% | 0.11% | −0.01 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.01 |
| WAT Waters Corp. | Sold out | 0.00% | −0.01 |
| DE Deere & Co. | Reduce -3.4% | 0.07% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.07% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.6% | 0.02% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 1.05% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.6% | 0.16% | −0.01 |
| CVX Chevron Corp. | Reduce -0.1% | 0.12% | −0.00 |
| GLD SPDR Gold Shares | Reduce -14.0% | 0.01% | −0.00 |
| XYL Xylem Inc. | Reduce -8.8% | 0.02% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.4% | 3.49% | +0.64 |
| ADBE Adobe Inc. | Add +279.8% | 0.80% | +0.60 |
| SPGI S&P Global Inc. | Add +6.5% | 2.17% | +0.21 |
| ALC Alcon Inc. | Add +6.3% | 1.68% | +0.19 |
| NVDA Nvidia Corp. | Add +0.2% | 0.23% | +0.06 |
| COPX Global X Copper Miners ETF | New | 0.05% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 1.21% | +0.04 |
| ADI Analog Devices Inc. | Add +11.9% | 0.19% | +0.04 |
| INTU Intuit Inc. | Add +0.9% | 2.72% | +0.04 |
| PRTCY Puretech Health PLC - ADR | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | New | 0.03% | +0.03 |
| BBJP JPMorgan Betabuilders Japan | Add +19.7% | 0.24% | +0.03 |
| V Visa Inc. Class A | Add +97.1% | 0.06% | +0.03 |
| LH Labcorp Holdings Inc. | Add +10.1% | 1.37% | +0.03 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.24% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +217.8% | 0.03% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +6.9% | 0.19% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +3.8% | 0.25% | +0.02 |
| ROP Roper Technologies Inc. | Add +18.1% | 0.09% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +25.7% | 0.04% | +0.01 |
| HPQ HP Inc. | New | 0.01% | +0.01 |
| CSL Carlisle Cos Inc. | Add +0.7% | 0.30% | +0.01 |
| IWV iShares Russell 3000 ETF | New | 0.01% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +10.9% | 0.15% | +0.01 |
| PFE Pfizer Inc. | Add +9.8% | 0.04% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +5.3% | 0.02% | +0.00 |
| TSLA Tesla Inc. | Add +12.7% | 0.01% | +0.00 |
| HON Honeywell International Inc. | Add +14.7% | 0.01% | +0.00 |
| META Meta Platforms Inc. Class A | Add +2.9% | 0.03% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +5.5% | 0.13% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +17.6% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +10.0% | 0.01% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +4.7% | 0.31% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +3.8% | 0.03% | +0.00 |
| GE General Electric | Add +10.5% | 0.04% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 0.14% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.8% | 0.28% | −0.00 |
| BC Brunswick Corp. | Add +14.9% | 0.01% | −0.00 |
| KMX Carmax Inc. | Add +10.0% | 0.09% | −0.01 |
| KVUE Kenvue Inc. | Add +7.4% | 0.15% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 1.20% | −0.05 |
| ACN Accenture PLC Class A | Add +1.9% | 0.41% | −0.05 |
| WTS Watts Water Technologies-A | Add +9.2% | 1.29% | −0.09 |
| ROK Rockwell Automation Inc. | Add +1.2% | 2.65% | −0.14 |
| KR Kroger Co. | Add +4.9% | 2.27% | −0.22 |
| LECO Lincoln Electric Holdings | Add +1.2% | 1.67% | −0.58 |
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 |