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CIK: 0001424177
Total reported value
$2.5B
$2.5B
195 檔
20.5%
The Q1 2026 SEC filing reveals that Birch Hill Investment Advisors LLC held a total portfolio value of $2.5B, covering 195 public equity positions.
In Q1 2026, Birch Hill Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.13% | +0.15% | +1.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.38% | -0.68% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.58% | -0.27% | -1.76% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.20% | +0.35% | -10.13% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.15% | -0.64% | -3.40% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.18% | -0.40% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 3.96% | +1.18% | -4.64% | |
| 8 | ECL | Ecolab Inc | Stock-Materials | 3.46% | -0.16% | -1.32% | |
| 9 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.33% | -0.56% | -2.52% | |
| 10 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.04% | +0.69% | -2.09% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 3.04% | +0.26% | -1.07% | |
| 12 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.02% | -0.05% | -1.11% | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.66% | +0.03% | -0.47% | |
| 14 | KR | Kroger Co | Stock-Consumer Staples | 2.57% | -0.78% | -0.06% | |
| 15 | WTS | Watts Water Technologies-a | Stock-Industrials | 2.47% | +0.61% | -0.32% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.35% | +0.96% | +0.15% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.33% | +0.20% | -4.40% | |
| 18 | LECO | Lincoln Electric Holdings | Stock-Industrials | 2.24% | -0.06% | -0.37% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 2.02% | -0.33% | -0.37% | |
| 20 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.81% | +0.51% | +5.92% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 1.64% | +0.18% | -0.97% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.25% | -0.64% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.15% | -1.89% | |
| 24 | ALC | Alcon Inc. | Stock-Healthcare | 1.40% | -0.53% | -6.27% | |
| 25 | CLX | Clorox Company | Stock-Consumer Staples | 1.38% | -0.12% | +35.76% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 1.33% | -0.09% | +8.49% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.28% | +0.49% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.29% | -0.09% | -1.05% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.01% | -1.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.04% | -0.48% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.10% | -0.40% | |
| 32 | GWW | Ww Grainger Inc | Stock-Industrials | 1.04% | +0.12% | -0.07% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.09% | +8.05% | |
| 34 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.87% | -0.49% | +56.18% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.73% | — | +3.04% | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.73% | -0.15% | -26.04% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.70% | +0.05% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | +0.11% | +5.02% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.03% | +9.42% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.51% | EXIT | |
| 41 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.48% | +0.13% | +3.99% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.02% | -0.65% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.01% | -7.62% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.37% | -0.06% | -2.82% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | +0.02% | +0.05% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | — | +3.53% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.03% | +0.78% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.33% | -0.31% | -80.85% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.32% | -0.04% | -0.26% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | — | +7.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +0.6% | +0.15% | Add |
| 2 | KR | Kroger Co | +0.5% | -0.06% | Trim |
| 3 | CLX | Clorox Company | +0.5% | +35.76% | Add |
| 4 | ADI | Analog Devices Inc | +0.3% | -0.97% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.3% | -0.64% | Trim |
| 6 | TJX | Tjx Companies Inc | +0.3% | -3.40% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.3% | -1.89% | Trim |
| 8 | WTS | Watts Water Technologies-a | +0.3% | -0.32% | Trim |
| 9 | CHWY | Chewy Inc - Class A | +0.2% | +56.18% | Add |
| 10 | LECO | Lincoln Electric Holdings | +0.2% | -0.37% | Trim |
| 11 | PEP | Pepsico Inc | +0.2% | +0.49% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.2% | -1.68% | Trim |
| 13 | NEE | Nextera Energy Inc | +0.2% | +5.02% | Add |
| 14 | GWW | Ww Grainger Inc | +0.1% | -0.07% | Trim |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.11% | Trim |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.40% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +31.67% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.65% | Trim |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +9.42% | Add |
| 20 | CSL | Carlisle Cos Inc | +0.1% | +3.04% | Add |
| 21 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | +0.1% | +8.05% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +21.77% | Add |
| 24 | BBJP | Jpmorgan Betabuilders Japan | +0.1% | +3.99% | Add |
| 25 | WST | West Pharmaceutical Services | +0.1% | +5.92% | Add |
| 26 | KO | Coca-cola Co/the | +0.1% | -0.25% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.59% | Add |
| 28 | XLE | Ss Energy Select Sector | 0% | -1.36% | Trim |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | +3.53% | Add |
| 30 | RTX | Rtx CORP | 0% | -0.26% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.76% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -0.48% | Trim |
| 33 | GEV | GE Vernova Inc | 0% | +26.04% | Add |
| 34 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 35 | CVX | Chevron CORP | 0% | -3.68% | Trim |
| 36 | APD | Air Products & Chemicals Inc | 0% | +3.64% | Add |
| 37 | BR | Broadridge Financial Solutio | 0% | +65.99% | Add |
| 38 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.05% | Add |
| 39 | VRT | Vertiv Holdings Co-a | 0% | +30.63% | Add |
| 40 | DE | Deere & Co | 0% | — | Unchanged |
| 41 | HLT | Hilton Worldwide Holdings In | 0% | +3.52% | Add |
| 42 | WAB | Wabtec CORP | 0% | -5.84% | Trim |
| 43 | SITE | Siteone Landscape Supply Inc | 0% | +17.42% | Add |
| 44 | CL | Colgate-palmolive Co | 0% | -2.35% | Trim |
| 45 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.12% | Add |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | +0.18% | Add |
| 47 | EW | Edwards Lifesciences CORP | 0% | -0.47% | Trim |
| 48 | LIN | Linde plc | 0% | -3.24% | Trim |
| 49 | INTC | Intel CORP | 0% | — | Unchanged |
| 50 | HD | Home Depot Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Birch Hill Investment Advisors LLC reported a total U.S. public equity portfolio value of $2.5B across 195 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, MSFT, BRK-B) accounted for 20.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VT
市值: $857.6K
Top Position Liquidated / Trimmed
KVUE
前期市值: $365.0K
During Q1 2026, Birch Hill Investment Advisors LLC's top holdings by market value included AMZN (5.1%)、MSFT (4.7%)、BRK-B (4.6%). The largest single position, AMZN, represented 5.1% of total portfolio value.
In Q1 2026, Birch Hill Investment Advisors LLC made 139 total portfolio adjustments, initiating 4 new buys, adding to 48 positions, trimming 78 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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