Birch Hill Investment Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Birch Hill Investment Advisors LLC reported 200 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Amazon.com (AMZN, 5.2%) and Alphabet Class A (GOOGL, 4.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 6, added to 48 and reduced 97. The biggest buy was a new position in Clorox (CLX) and the biggest sale Fiserv (FISV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.4B (Q4 2025)
- SEC Filing
- 0001172661-26-000323 ↗ filed Jan 27, 2026
Holdings Value
Holdings 200 stocks · $2.4B
| MSFT Microsoft Corp. | 5.71% | 282,529 | $136.6M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 5.21% | 540,217 | $124.7M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 4.73% | 361,655 | $113.2M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.55% | 216,785 | $109.0M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 4.13% | 732,076 | $98.9M | Reduce -3.4% |
| AAPL Apple Inc. | 4.12% | 362,974 | $98.7M | Reduce -1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.85% | 599,401 | $92.1M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.50% | 282,401 | $83.7M | Add +2.1% |
| MRSH Marsh & McLennan Cos | 3.40% | 438,591 | $81.4M | Reduce -0.1% |
| ECL Ecolab Inc. | 3.22% | 293,478 | $77.0M | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 3.13% | 192,763 | $75.0M | Reduce -1.5% |
| VRTX Vertex Pharmaceuticals Inc. | 2.89% | 152,485 | $69.1M | Reduce -0.7% |
| EW Edwards Lifesciences Corp. | 2.65% | 743,680 | $63.4M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 2.48% | 189,401 | $59.4M | Reduce -4.5% |
| INTU Intuit Inc. | 2.46% | 88,753 | $58.8M | Add +3.8% |
| SPGI S&P Global Inc. | 2.32% | 106,211 | $55.5M | Add +0.6% |
| WTS Watts Water Technologies-A | 2.19% | 189,909 | $52.4M | Add +2.0% |
| KR Kroger Co. | 2.07% | 793,039 | $49.5M | Reduce -1.3% |
| LECO Lincoln Electric Holdings | 2.01% | 200,860 | $48.1M | Add +1.4% |
| ASML ASML Holding NV-NY Reg SHS | 1.77% | 39,658 | $42.4M | Add +1.6% |
| WST West Pharmaceutical Services | 1.75% | 152,148 | $41.9M | Add +11.5% |
| ALC Alcon Inc. filed as ALCON AG | 1.46% | 441,835 | $34.8M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 1.38% | 58,005 | $33.1M | Reduce -4.2% |
| FISV Fiserv Inc. | 1.37% | 487,695 | $32.8M | Reduce -9.3% |
| ADI Analog Devices Inc. | 1.31% | 115,973 | $31.5M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 1.30% | 96,810 | $31.2M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 1.27% | 35,265 | $30.4M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 1.17% | 41,008 | $28.1M | Add +0.2% |
| JNJ Johnson & Johnson | 1.16% | 134,441 | $27.8M | Reduce -2.9% |
| PEP Pepsico Inc. | 1.11% | 184,575 | $26.5M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 1.06% | 211,673 | $25.4M | Add +0.1% |
| NVDA Nvidia Corp. | 0.93% | 119,026 | $22.2M | Add +2.0% |
| CLX Clorox Company | 0.92% | 219,206 | $22.1M | New |
| GWW WW Grainger Inc. | 0.90% | 21,301 | $21.5M | Add +5.6% |
| LH Labcorp Holdings Inc. | 0.87% | 82,505 | $20.7M | Reduce -31.0% |
| CSL Carlisle Cos Inc. | 0.64% | 47,587 | $15.2M | Reduce -10.5% |
| CHWY Chewy Inc. Class A | 0.63% | 457,311 | $15.1M | Add +2.3% |
| TT Trane Technologies PLC | 0.61% | 37,502 | $14.6M | No change |
| NEE Nextera Energy Inc. | 0.53% | 157,922 | $12.7M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.48% | 80,868 | $11.6M | Add +65.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 198,000 | $10.9M | Reduce -2.5% |
| BBJP JPMorgan Betabuilders Japan | 0.41% | 149,681 | $9.9M | Add +3.1% |
| UBER Uber Technologies Inc. | 0.40% | 117,257 | $9.6M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.39% | 89,385 | $9.4M | Reduce -5.2% |
| AVGO Broadcom Inc. | 0.36% | 24,766 | $8.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.34% | 67,720 | $8.1M | Reduce -2.6% |
| BXP BXP Inc. | 0.34% | 120,441 | $8.1M | No change |
| IJH iShares Core S&P Midcap ETF | 0.33% | 118,714 | $7.8M | Add +2.5% |
| EFA iShares MSCI Eafe ETF | 0.31% | 78,252 | $7.5M | Add +1.0% |
| ADP Automatic Data Processing | 0.30% | 27,568 | $7.1M | Reduce -1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.29% | 102,850 | $7.0M | No change |
| RTX RTX Corp. | 0.28% | 37,069 | $6.8M | Reduce -5.1% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 121,141 | $6.5M | Add +1.4% |
| ACN Accenture PLC Class A | 0.27% | 23,663 | $6.3M | Reduce -9.6% |
| KO The Coca-Cola Co. | 0.26% | 90,401 | $6.3M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.25% | 25,975 | $5.9M | Reduce -6.6% |
| ORCL Oracle Corp. | 0.23% | 28,825 | $5.6M | Reduce -8.5% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 28,967 | $5.5M | Add +14.2% |
| HAYW Hayward Holdings Inc. | 0.21% | 324,169 | $5.0M | No change |
| MDLZ Mondelez International Inc. Class A | 0.20% | 90,557 | $4.9M | Reduce -53.5% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 77,295 | $4.8M | Add +6.1% |
| HD Home Depot Inc. | 0.20% | 13,919 | $4.8M | Reduce -0.4% |
| V Visa Inc. Class A | 0.19% | 12,955 | $4.5M | Add +37.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.19% | 66,660 | $4.5M | Reduce -3.3% |
| EMR Emerson Electric Co. | 0.16% | 29,463 | $3.9M | Reduce -0.5% |
| GNTX Gentex Corp. | 0.16% | 167,988 | $3.9M | Reduce -20.1% |
| CL Colgate-Palmolive Co. | 0.16% | 47,691 | $3.8M | Reduce -2.3% |
| ROP Roper Technologies Inc. | 0.15% | 7,903 | $3.5M | Reduce -12.1% |
| IWM iShares Russell 2000 ETF | 0.14% | 14,050 | $3.5M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 5,766 | $3.3M | Reduce -6.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.13% | 10,807 | $3.1M | Add +10.1% |
| ABT Abbott Laboratories | 0.13% | 24,525 | $3.1M | Reduce -6.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 25,764 | $2.9M | Reduce -1.1% |
| USB US Bancorp | 0.11% | 50,120 | $2.7M | Reduce -1.0% |
| IR Ingersoll-Rand Inc. | 0.11% | 33,090 | $2.6M | No change |
| EEM iShares MSCI Emerging Market | 0.10% | 44,167 | $2.4M | Add +16.6% |
| WAB Wabtec Corp. | 0.10% | 11,139 | $2.4M | Reduce -3.9% |
| CAT Caterpillar Inc. | 0.10% | 4,044 | $2.3M | No change |
| APD Air Products & Chemicals Inc. | 0.09% | 9,071 | $2.2M | Reduce -12.4% |
| CRM Salesforce Inc. | 0.09% | 8,392 | $2.2M | Reduce -9.1% |
| NKE Nike Inc. Class B | 0.09% | 34,049 | $2.2M | Add +167.0% |
| ITW Illinois Tool Works | 0.09% | 8,763 | $2.2M | Reduce -4.4% |
| LIN Linde PLC | 0.09% | 4,816 | $2.1M | Reduce -2.6% |
| ALLE Allegion PLC | 0.08% | 12,500 | $2.0M | No change |
| BR Broadridge Financial Solutio | 0.08% | 8,913 | $2.0M | Add +26.8% |
| XLE SS Energy Select Sector | 0.08% | 44,220 | $2.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 16,872 | $1.9M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,729 | $1.9M | Add +0.4% |
| UNP Union Pacific Corp. | 0.08% | 8,033 | $1.9M | Reduce -3.5% |
| ABNB Airbnb Inc. Class A | 0.08% | 13,594 | $1.8M | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 5,836 | $1.8M | No change |
| COPX Global X Copper Miners ETF | 0.07% | 24,520 | $1.8M | No change |
| CVX Chevron Corp. | 0.07% | 11,538 | $1.8M | Reduce -14.1% |
| MCD McDonald's Corp. | 0.07% | 5,646 | $1.7M | Add +0.5% |
| CVS CVS Health Corp. | 0.07% | 21,353 | $1.7M | Reduce -10.0% |
| VOO Vanguard S&P 500 ETF | 0.07% | 2,691 | $1.7M | Add +33.7% |
| DOV Dover Corp. | 0.06% | 7,880 | $1.5M | Add +14.5% |
| DE Deere & Co. | 0.06% | 3,215 | $1.5M | No change |
| VGT Vanguard Info Tech ETF | 0.06% | 1,830 | $1.4M | Add +9.7% |
| WM Waste Management Inc. | 0.06% | 6,104 | $1.3M | Add +0.7% |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Reduce -9.3% | 1.37% | −1.56 |
| LH Labcorp Holdings Inc. | Reduce -31.0% | 0.87% | −0.58 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.71% | −0.51 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 3.40% | −0.34 |
| MDLZ Mondelez International Inc. Class A | Reduce -53.5% | 0.20% | −0.31 |
| ADBE Adobe Inc. | Reduce -87.3% | 0.04% | −0.29 |
| KR Kroger Co. | Reduce -1.3% | 2.07% | −0.22 |
| ECL Ecolab Inc. | Reduce -0.2% | 3.22% | −0.18 |
| ORCL Oracle Corp. | Reduce -8.5% | 0.23% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 1.27% | −0.12 |
| CSL Carlisle Cos Inc. | Reduce -10.5% | 0.64% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -0.8% | 0.40% | −0.09 |
| GNTX Gentex Corp. | Reduce -20.1% | 0.16% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 4.55% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 1.38% | −0.07 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.30% | −0.05 |
| KMX Carmax Inc. | Reduce -55.0% | 0.03% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -12.1% | 0.15% | −0.04 |
| HD Home Depot Inc. | Reduce -0.4% | 0.20% | −0.04 |
| KVUE Kenvue Inc. | Reduce -66.1% | 0.02% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -12.4% | 0.09% | −0.03 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.25% | −0.02 |
| ABT Abbott Laboratories | Reduce -6.1% | 0.13% | −0.02 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -6.5% | 0.05% | −0.02 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 1.30% | −0.02 |
| CVX Chevron Corp. | Reduce -14.1% | 0.07% | −0.01 |
| LIN Linde PLC | Reduce -2.6% | 0.09% | −0.01 |
| HON Honeywell International Inc. | Reduce -47.0% | 0.01% | −0.01 |
| CARR Carrier Global Corp. | Reduce -10.9% | 0.04% | −0.01 |
| ITW Illinois Tool Works | Reduce -4.4% | 0.09% | −0.01 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.01 |
| MBLY Mobileye Global Inc. Class A | Reduce -13.6% | 0.02% | −0.01 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.01 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -9.6% | 0.27% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -2.3% | 0.16% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -19.4% | 0.03% | −0.01 |
| MO Altria Group Inc. | Reduce -21.0% | 0.01% | −0.01 |
| T AT&T Inc. | Reduce -25.9% | 0.01% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -11.7% | 0.03% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.08% | −0.01 |
| SYY Sysco Corp. | Reduce -27.9% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.2% | 0.08% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -3.3% | 0.19% | −0.01 |
| CVS CVS Health Corp. | Reduce -10.0% | 0.07% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -13.9% | 0.03% | −0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -7.5% | 0.02% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| CLX Clorox Company | New | 0.92% | +0.92 |
| WST West Pharmaceutical Services | Add +11.5% | 1.75% | +0.24 |
| IBM Intl Business Machines Corp. | Add +2.1% | 3.50% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.6% | 1.77% | +0.18 |
| PG The Procter & Gamble Co. | Add +65.6% | 0.48% | +0.17 |
| SPGI S&P Global Inc. | Add +0.6% | 2.32% | +0.15 |
| GWW WW Grainger Inc. | Add +5.6% | 0.90% | +0.09 |
| V Visa Inc. Class A | Add +37.6% | 0.19% | +0.05 |
| NKE Nike Inc. Class B | Add +167.0% | 0.09% | +0.05 |
| PEP Pepsico Inc. | Add +2.6% | 1.11% | +0.04 |
| LECO Lincoln Electric Holdings | Add +1.4% | 2.01% | +0.04 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| AKRE Akre Focus ETF | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +14.2% | 0.23% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | Add +10.1% | 0.13% | +0.02 |
| VST Vistra Corp. | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +33.7% | 0.07% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +6.1% | 0.20% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 1.17% | +0.02 |
| DOV Dover Corp. | Add +14.5% | 0.06% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +16.6% | 0.10% | +0.02 |
| BR Broadridge Financial Solutio | Add +26.8% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | New | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | New | 0.01% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.03% | +0.01 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| MAR Marriott International Class A | Add +0.6% | 0.06% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.0% | 0.31% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +2.5% | 0.33% | +0.01 |
| NVDA Nvidia Corp. | Add +2.0% | 0.93% | +0.01 |
| TSLA Tesla Inc. | Add +16.3% | 0.05% | +0.01 |
| XLK SS Technology Select Sector | Add +29.2% | 0.03% | +0.01 |
| BBJP JPMorgan Betabuilders Japan | Add +3.1% | 0.41% | +0.01 |
| CAVA Cava Group Inc. | Add +57.8% | 0.01% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +9.7% | 0.06% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +35.7% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +1.5% | 0.06% | +0.00 |
| META Meta Platforms Inc. Class A | Add +22.4% | 0.05% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.6% | 0.02% | +0.00 |
| AXP American Express Co. | Add +1.4% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +5.5% | 0.01% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 1.06% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.14% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.08% | +0.00 |
| PPG PPG Industries Inc. | Add +11.7% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.0% | 0.03% | +0.00 |
| PFE Pfizer Inc. | Add +7.2% | 0.02% | +0.00 |
| MCD McDonald's Corp. | Add +0.5% | 0.07% | 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 |