Institutional investment manager
BIRCH HILL INVESTMENT ADVISORS LLC
CIK 0001424177
- Reported holdings value
- $2.43B
- Reported positions
- 219
- Report as of
- 2026-09-30
- Filed on
- 2026-10-16
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| Security / CUSIP | Class / Position | Shares / Units | Value (USD) | Weight | Share change | Change % | Reported activity |
|---|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 279,241 | $143.22M | 5.89% | -4,313 | -1.52% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 534,992 | $133.29M | 5.48% | -11,753 | -2.15% | Reduced |
| AAPL APPLE INC 037833100 | COM Share · SH | 363,997 | $121.22M | 4.99% | -3,071 | -0.84% | Reduced |
| APH AMPHENOL CORP 032095101 | CL A Share · SH | 1,389,284 | $117.12M | 4.82% | +669,376 | +92.98% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 308,068 | $106M | 4.36% | -6,597 | -2.10% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 209,721 | $104.43M | 4.30% | -2,862 | -1.35% | Reduced |
| ASML ASML HLDG NV N07059210 | N Y REGISTRY SHS Share · SH | 44,127 | $79.94M | 3.29% | +3,007 | +7.31% | Increased |
| ECL ECOLAB INC 278865100 | COM Share · SH | 289,417 | $79.47M | 3.27% | -3,221 | -1.10% | Reduced |
| ROK ROCKWELL AUTOMATION INC 773903109 | COM Share · SH | 181,995 | $79.23M | 3.26% | -4,058 | -2.18% | Reduced |
| VRTX VERTEX PHARMACEUTICALS INC 92532F100 | COM Share · SH | 143,519 | $75.03M | 3.09% | -4,183 | -2.83% | Reduced |
| TJX TJX COS INC NEW 872540109 | COM Share · SH | 561,012 | $74.23M | 3.05% | -11,178 | -1.95% | Reduced |
| MRSH MARSH & MCLENNAN COS INC 571748102 | COM Share · SH | 394,139 | $67.29M | 2.77% | -16,094 | -3.92% | Reduced |
| WTS WATTS WATER TECHNOLOGIES INC 942749102 | CL A Share · SH | 188,553 | $66.78M | 2.75% | -5,618 | -2.89% | Reduced |
| IBM INTERNATIONAL BUSINESS MACHS 459200101 | COM Share · SH | 284,328 | $62.53M | 2.57% | -5,169 | -1.79% | Reduced |
| EW EDWARDS LIFESCIENCES CORP 28176E108 | COM Share · SH | 723,022 | $62.41M | 2.57% | -12,355 | -1.68% | Reduced |
| WST WEST PHARMACEUTICAL SVSC INC 955306105 | COM Share · SH | 158,911 | $58.92M | 2.42% | -785 | -0.49% | Reduced |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 168,724 | $57.49M | 2.37% | -8,288 | -4.68% | Reduced |
| LECO LINCOLN ELEC HLDGS INC 533900106 | COM Share · SH | 202,719 | $53.64M | 2.21% | +24 | +0.01% | Increased |
| ADI ANALOG DEVICES INC 032654105 | COM Share · SH | 133,793 | $53.08M | 2.18% | +20,889 | +18.50% | Increased |
| KR KROGER CO 501044101 | COM Share · SH | 742,371 | $43.52M | 1.79% | -54,009 | -6.78% | Reduced |
| 78409V104 S&P GLOBAL INC 78409V104 | COM Share · SH | 100,630 | $39.7M | 1.63% | -1,837 | -1.79% | Reduced |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 123,912 | $32.8M | 1.35% | -2,713 | -2.14% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 141,977 | $32.42M | 1.33% | +5,891 | +4.33% | Increased |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 40,547 | $31.05M | 1.28% | -217 | -0.53% | Reduced |
| MA MASTERCARD INCORPORATED 57636Q104 | CL A Share · SH | 54,354 | $29.97M | 1.23% | -3,125 | -5.44% | Reduced |
| COST COSTCO WHOLESALE CORPORATION 22160K105 | COM Share · SH | 32,250 | $29.36M | 1.21% | -2,612 | -7.49% | Reduced |
| IJR ISHARES TR 464287804 | CORE S&P SCP ETF Share · SH | 215,192 | $29.27M | 1.20% | +1,367 | +0.64% | Increased |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 88,390 | $29.24M | 1.20% | -5,990 | -6.35% | Reduced |
| FISV FISERV INC 337738108 | COM Share · SH | 601,759 | $27.19M | 1.12% | -21,530 | -3.45% | Reduced |
| CLX CLOROX CO DEL 189054109 | COM Share · SH | 309,588 | $25.08M | 1.03% | -15,325 | -4.72% | Reduced |
| GWW WW GRAINGER INC 384802104 | COM Share · SH | 19,106 | $23.8M | 0.98% | -1,858 | -8.86% | Reduced |
| NEE NEXTERA ENERGY INC 65339F101 | COM Share · SH | 283,519 | $21.47M | 0.88% | +58,262 | +25.86% | Increased |
| PEP PEPSICO INC 713448108 | COM Share · SH | 167,442 | $21.22M | 0.87% | -17,473 | -9.45% | Reduced |
| BBJP J P MORGAN EXCHANGE TRADED F 46641Q217 | BETABULDRS JAPAN Share · SH | 221,042 | $17.35M | 0.71% | +20,745 | +10.36% | Increased |
| TT TRANE TECHNOLOGIES PLC G8994E103 | SHS Share · SH | 37,502 | $16.95M | 0.70% | 0 | 0.00% | Unchanged |
| ALC ALCON AG H01301128 | ORD SHS Share · SH | 241,685 | $15.65M | 0.64% | -77,920 | -24.38% | Reduced |
| CSL CARLISLE COS INC 142339100 | COM Share · SH | 47,799 | $15.4M | 0.63% | -1,738 | -3.51% | Reduced |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 39,551 | $13.89M | 0.57% | +14,622 | +58.65% | Increased |
| PG PROCTER & GAMBLE CO 742718109 | COM Share · SH | 90,709 | $13.18M | 0.54% | +190 | +0.21% | Increased |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 79,932 | $11.61M | 0.48% | -8,040 | -9.14% | Reduced |
| LH LABCORP HOLDINGS INC 504922105 | COM SHS Share · SH | 37,629 | $11.59M | 0.48% | -13,439 | -26.32% | Reduced |
| XOM EXXONMOBIL HOLDINGS CORP 30233Q108 | COM SHS Share · SH | 65,416 | $10.65M | 0.44% | — | — | Newly reported |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 177,625 | $9.67M | 0.40% | -800 | -0.45% | Reduced |
| UBER UBER TECHNOLOGIES INC 90353T100 | COM Share · SH | 133,273 | $9.13M | 0.38% | +26,280 | +24.56% | Increased |
| DHR DANAHER CORP DEL 235851102 | COM Share · SH | 40,549 | $8.98M | 0.37% | +3,553 | +9.60% | Increased |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 120,710 | $8.69M | 0.36% | -355 | -0.29% | Reduced |
| EFA ISHARES TR 464287465 | MSCI EAFE ETF Share · SH | 82,764 | $8.6M | 0.35% | +75 | +0.09% | Increased |
| VWO VANGUARD INTL EQUITY INDEX F 922042858 | FTSE EMR MKT ETF Share · SH | 134,231 | $7.96M | 0.33% | +959 | +0.72% | Increased |
| KO COCA COLA CO 191216100 | COM Share · SH | 89,339 | $7.69M | 0.32% | -839 | -0.93% | Reduced |
| RSP INVESCO EXCHANGE TRADED FD T 46137V357 | S&P500 EQL WGT Share · SH | 36,481 | $7.59M | 0.31% | +1,941 | +5.62% | Increased |
1–50 of 227 reported positions and changes
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-16. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.
Find another institution
Try: