Birch Hill Investment Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Birch Hill Investment Advisors LLC reported 195 stock positions worth $2.2 billion. Its top holding was Amazon.com (AMZN) at 5.1% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Berkshire Hathaway Class B (BRK.B, 4.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 49 and reduced 79. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +0%) and the biggest sale Intuit (INTU, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.2B (Q1 2026)
- SEC Filing
- 0001172661-26-001564 ↗ filed Apr 29, 2026
Holdings Value
Holdings 195 stocks · $2.2B
| AMZN Amazon.com Inc. | 5.13% | 549,111 | $114.4M | Add +1.6% |
| MSFT Microsoft Corp. | 4.66% | 280,616 | $103.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.58% | 212,978 | $102.1M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 4.20% | 325,013 | $93.5M | Reduce -10.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.15% | 579,015 | $92.5M | Reduce -3.4% |
| AAPL Apple Inc. | 4.12% | 361,518 | $91.7M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 3.96% | 698,111 | $88.2M | Reduce -4.6% |
| ECL Ecolab Inc. | 3.46% | 289,612 | $77.0M | Reduce -1.3% |
| MRSH Marsh & McLennan Cos | 3.33% | 427,559 | $74.2M | Reduce -2.5% |
| ROK Rockwell Automation Inc. | 3.04% | 188,730 | $67.7M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.04% | 279,374 | $67.7M | Reduce -1.1% |
| VRTX Vertex Pharmaceuticals Inc. | 3.02% | 150,795 | $67.3M | Reduce -1.1% |
| EW Edwards Lifesciences Corp. | 2.66% | 740,200 | $59.3M | Reduce -0.5% |
| KR Kroger Co. | 2.57% | 792,549 | $57.3M | Reduce -0.1% |
| WTS Watts Water Technologies-A | 2.47% | 189,310 | $55.0M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.35% | 39,717 | $52.5M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 2.33% | 181,073 | $51.9M | Reduce -4.4% |
| LECO Lincoln Electric Holdings | 2.24% | 200,120 | $49.8M | Reduce -0.4% |
| SPGI S&P Global Inc. | 2.02% | 105,819 | $45.0M | Reduce -0.4% |
| WST West Pharmaceutical Services | 1.81% | 161,159 | $40.4M | Add +5.9% |
| ADI Analog Devices Inc. | 1.64% | 114,853 | $36.5M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 1.57% | 35,039 | $34.9M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.45% | 131,894 | $32.2M | Reduce -1.9% |
| ALC Alcon Inc. filed as ALCON AG | 1.40% | 414,141 | $31.2M | Reduce -6.3% |
| CLX Clorox Company | 1.38% | 297,600 | $30.8M | Add +35.8% |
| FISV Fiserv Inc. | 1.33% | 529,103 | $29.5M | Add +8.5% |
| PEP Pepsico Inc. | 1.29% | 185,475 | $28.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 1.29% | 57,394 | $28.7M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.26% | 95,510 | $28.1M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 1.20% | 40,813 | $26.7M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 1.18% | 210,832 | $26.2M | Reduce -0.4% |
| GWW WW Grainger Inc. | 1.04% | 21,286 | $23.2M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.01% | 128,610 | $22.4M | Add +8.1% |
| CHWY Chewy Inc. Class A | 0.87% | 714,246 | $19.3M | Add +56.2% |
| CSL Carlisle Cos Inc. | 0.73% | 49,032 | $16.4M | Add +3.0% |
| LH Labcorp Holdings Inc. | 0.73% | 61,021 | $16.3M | Reduce -26.0% |
| TT Trane Technologies PLC | 0.70% | 37,502 | $15.6M | No change |
| NEE Nextera Energy Inc. | 0.69% | 165,852 | $15.4M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.57% | 88,483 | $12.8M | Add +9.4% |
| XOM Exxon Mobil Corp. | 0.51% | 66,581 | $11.3M | Reduce -1.7% |
| BBJP JPMorgan Betabuilders Japan | 0.48% | 155,653 | $10.7M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.48% | 88,805 | $10.7M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 182,911 | $8.9M | Reduce -7.6% |
| UBER Uber Technologies Inc. | 0.37% | 113,945 | $8.2M | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 118,778 | $8.0M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.35% | 81,018 | $7.9M | Add +3.5% |
| AVGO Broadcom Inc. | 0.35% | 24,959 | $7.7M | Add +0.8% |
| INTU Intuit Inc. | 0.33% | 16,999 | $7.3M | Reduce -80.8% |
| RTX RTX Corp. | 0.32% | 36,971 | $7.1M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 130,341 | $7.0M | Add +7.6% |
| KO The Coca-Cola Co. | 0.31% | 90,178 | $6.9M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 35,272 | $6.8M | Add +21.8% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 101,773 | $6.5M | Add +31.7% |
| BXP BXP Inc. | 0.27% | 114,741 | $6.0M | Reduce -4.7% |
| ABBV Abbvie Inc. | 0.25% | 25,538 | $5.6M | Reduce -1.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.24% | 102,850 | $5.4M | No change |
| ADP Automatic Data Processing | 0.24% | 26,263 | $5.3M | Reduce -4.7% |
| HD Home Depot Inc. | 0.21% | 13,919 | $4.6M | No change |
| ACN Accenture PLC Class A | 0.20% | 22,074 | $4.4M | Reduce -6.7% |
| V Visa Inc. Class A | 0.20% | 14,396 | $4.4M | Add +11.1% |
| HAYW Hayward Holdings Inc. | 0.19% | 324,169 | $4.3M | No change |
| ORCL Oracle Corp. | 0.18% | 27,725 | $4.1M | Reduce -3.8% |
| CL Colgate-Palmolive Co. | 0.18% | 46,571 | $4.0M | Reduce -2.4% |
| EMR Emerson Electric Co. | 0.17% | 29,363 | $3.8M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.16% | 14,075 | $3.5M | Add +0.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.15% | 11,187 | $3.4M | Add +3.5% |
| GNTX Gentex Corp. | 0.15% | 153,950 | $3.4M | Reduce -8.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.15% | 66,150 | $3.3M | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.14% | 25,794 | $3.1M | Add +0.1% |
| CAT Caterpillar Inc. | 0.13% | 4,044 | $2.9M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 5,761 | $2.8M | Reduce -0.1% |
| APD Air Products & Chemicals Inc. | 0.12% | 9,401 | $2.7M | Add +3.6% |
| XLE SS Energy Select Sector | 0.12% | 43,620 | $2.7M | Reduce -1.4% |
| IR Ingersoll-Rand Inc. | 0.12% | 33,090 | $2.7M | No change |
| MDLZ Mondelez International Inc. Class A | 0.12% | 45,929 | $2.6M | Reduce -49.3% |
| WAB Wabtec Corp. | 0.12% | 10,489 | $2.6M | Reduce -5.8% |
| USB US Bancorp | 0.11% | 49,120 | $2.6M | Reduce -2.0% |
| EEM iShares MSCI Emerging Market | 0.11% | 44,237 | $2.5M | Add +0.2% |
| BR Broadridge Financial Solutio | 0.11% | 14,795 | $2.4M | Add +66.0% |
| ABT Abbott Laboratories | 0.11% | 23,335 | $2.4M | Reduce -4.8% |
| LIN Linde PLC | 0.10% | 4,660 | $2.3M | Reduce -3.2% |
| CVX Chevron Corp. | 0.10% | 11,113 | $2.3M | Reduce -3.7% |
| ITW Illinois Tool Works | 0.10% | 8,763 | $2.3M | No change |
| ROP Roper Technologies Inc. | 0.09% | 5,367 | $1.9M | Reduce -32.1% |
| NKE Nike Inc. Class B | 0.09% | 35,944 | $1.9M | Add +5.6% |
| UNP Union Pacific Corp. | 0.08% | 7,778 | $1.9M | Reduce -3.2% |
| COPX Global X Copper Miners ETF | 0.08% | 24,520 | $1.9M | No change |
| GE General Electric filed as GE AEROSPACE | 0.08% | 6,536 | $1.9M | Add +12.0% |
| ALLE Allegion PLC | 0.08% | 12,500 | $1.8M | No change |
| DE Deere & Co. | 0.08% | 3,215 | $1.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,724 | $1.8M | Reduce -0.2% |
| ABNB Airbnb Inc. Class A | 0.08% | 13,994 | $1.8M | Add +2.9% |
| MCD McDonald's Corp. | 0.08% | 5,646 | $1.8M | No change |
| DOV Dover Corp. | 0.07% | 7,605 | $1.6M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.07% | 2,651 | $1.6M | Reduce -1.5% |
| CVS CVS Health Corp. | 0.07% | 21,185 | $1.5M | Reduce -0.8% |
| WMT Walmart Inc. | 0.07% | 11,909 | $1.5M | No change |
| GEV GE Vernova Inc. | 0.07% | 1,694 | $1.5M | Add +26.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 14,805 | $1.4M | Reduce -12.3% |
| MAR Marriott International Class A | 0.06% | 4,291 | $1.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -80.8% | 0.33% | −2.13 |
| MSFT Microsoft Corp. | Reduce -0.7% | 4.66% | −1.05 |
| GOOGL Alphabet Inc. Class A | Reduce -10.1% | 4.20% | −0.54 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 3.04% | −0.46 |
| SPGI S&P Global Inc. | Reduce -0.4% | 2.02% | −0.30 |
| APH Amphenol Corp. Class A | Reduce -4.6% | 3.96% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 2.33% | −0.15 |
| LH Labcorp Holdings Inc. | Reduce -26.0% | 0.73% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 1.29% | −0.10 |
| ROK Rockwell Automation Inc. | Reduce -2.1% | 3.04% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -49.3% | 0.12% | −0.08 |
| BXP BXP Inc. | Reduce -4.7% | 0.27% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -2.5% | 3.33% | −0.07 |
| ACN Accenture PLC Class A | Reduce -6.7% | 0.20% | −0.07 |
| ROP Roper Technologies Inc. | Reduce -32.1% | 0.09% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.7% | 0.24% | −0.06 |
| BAC Bank of America Corp. | Reduce -7.6% | 0.40% | −0.05 |
| ALC Alcon Inc. | Reduce -6.3% | 1.40% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.8% | 0.18% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.26% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.8% | 0.15% | −0.04 |
| CRM Salesforce Inc. | Reduce -22.6% | 0.05% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -2.8% | 0.37% | −0.03 |
| ADBE Adobe Inc. | Reduce -37.8% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.8% | 0.11% | −0.02 |
| AKRE Akre Focus ETF | Reduce -62.2% | 0.01% | −0.02 |
| DIS The Walt Disney Co. | Reduce -12.3% | 0.06% | −0.02 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -16.3% | 0.03% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.13% | −0.01 |
| GNTX Gentex Corp. | Reduce -8.4% | 0.15% | −0.01 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -18.6% | 0.02% | −0.01 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.01 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.01 |
| BC Brunswick Corp. | Reduce -25.5% | 0.03% | −0.01 |
| AAPL Apple Inc. | Reduce -0.4% | 4.12% | −0.01 |
| AMD Advanced Micro Devices | Reduce -31.7% | 0.01% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.04% | −0.00 |
| DHR Danaher Corp. | Reduce -0.7% | 0.02% | −0.00 |
| UPS United Parcel Service Class B | Reduce -11.8% | 0.04% | −0.00 |
| CVS CVS Health Corp. | Reduce -0.8% | 0.07% | −0.00 |
| PPG PPG Industries Inc. | Reduce -13.5% | 0.02% | −0.00 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -9.8% | 0.02% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -10.0% | 0.01% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| ASML ASML Holding NV-NY Reg SHS | Add +0.1% | 2.35% | +0.58 |
| CLX Clorox Company | Add +35.8% | 1.38% | +0.46 |
| CHWY Chewy Inc. Class A | Add +56.2% | 0.87% | +0.23 |
| PEP Pepsico Inc. | Add +0.5% | 1.29% | +0.19 |
| NEE Nextera Energy Inc. | Add +5.0% | 0.69% | +0.16 |
| CSL Carlisle Cos Inc. | Add +3.0% | 0.73% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +31.7% | 0.29% | +0.09 |
| PG The Procter & Gamble Co. | Add +9.4% | 0.57% | +0.09 |
| NVDA Nvidia Corp. | Add +8.1% | 1.01% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +21.8% | 0.30% | +0.07 |
| BBJP JPMorgan Betabuilders Japan | Add +4.0% | 0.48% | +0.07 |
| WST West Pharmaceutical Services | Add +5.9% | 1.81% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +7.6% | 0.32% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +3.5% | 0.35% | +0.04 |
| VT Vanguard Tot World STK ETF | New | 0.04% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.36% | +0.03 |
| GEV GE Vernova Inc. | Add +26.0% | 0.07% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +3.6% | 0.12% | +0.03 |
| BR Broadridge Financial Solutio | Add +66.0% | 0.11% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +3.5% | 0.15% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +30.6% | 0.04% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.14% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.16% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.2% | 0.11% | +0.01 |
| SITE Siteone Landscape Supply Inc. | Add +17.4% | 0.05% | +0.01 |
| COMP Compass Inc. Class A | New | 0.01% | +0.01 |
| ROST Ross Stores Inc. | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | Add +10.4% | 0.04% | +0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | Add +37.8% | 0.03% | +0.01 |
| GE General Electric | Add +12.0% | 0.08% | +0.01 |
| ANET Arista Networks Inc. | Add +88.7% | 0.02% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.7% | 0.02% | +0.01 |
| V Visa Inc. Class A | Add +11.1% | 0.20% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +9.0% | 0.06% | +0.00 |
| TSLA Tesla Inc. | Add +21.4% | 0.05% | +0.00 |
| GLD SPDR Gold Shares | Add +0.8% | 0.02% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +2.0% | 0.04% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.05% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 0.03% | +0.00 |
| T AT&T Inc. | Add +0.5% | 0.01% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.7% | 0.04% | +0.00 |
| ABNB Airbnb Inc. Class A | Add +2.9% | 0.08% | +0.00 |
| VST Vistra Corp. | Add +10.3% | 0.02% | +0.00 |
| WAT Waters Corp. | Add +45.8% | 0.01% | +0.00 |
| RSPE Invesco ESG SP 500 Eq Weight | Add +4.5% | 0.01% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.3% | 0.02% | +0.00 |
| LLY Eli Lilly & Co. | Add +10.4% | 0.03% | +0.00 |
| CEG Constellation Energy | Add +14.7% | 0.03% | −0.00 |
| NKE Nike Inc. Class B | Add +5.6% | 0.09% | −0.01 |
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 |