CIK: 0001424177
Total reported value
$2.2B
Reporting period: 2026-03-31 · Number of holdings: 195
Birch Hill Investment Advisors LLC disclosed 195 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.2B and a quarterly turnover rate of 14.1%.
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Birch Hill Investment Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.026 — mathematically equivalent to about 39 equally-sized positions, well below its 195 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.02), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim INTU
-80.8% -$51.4M
Trim MSFT
-0.7% -$32.8M
Add ASML
+0.1% $10.0M
Trim GOOGL
-10.1% -$19.7M
Add KR
-0.1% $7.8M
Trim IBM
-1.1% -$15.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.13% | -0.08% | +1.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -1.05% | -0.68% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.58% | +0.03% | -1.76% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.20% | -0.53% | -10.13% | |
| 5 | TJX | Tjx Companies INC | Stock-Consumer Disc | 4.15% | — | -3.40% | |
| 6 | AAPL | Apple INC | Stock-Tech | 4.12% | — | -0.40% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 3.96% | -0.17% | -4.64% | |
| 8 | ECL | Ecolab INC | Stock-Materials | 3.46% | — | -1.32% | |
| 9 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.33% | -0.07% | -2.52% | |
| 10 | ROK | Rockwell Automation INC | Stock-Industrials | 3.04% | -0.09% | -2.09% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 3.04% | -0.46% | -1.07% | |
| 12 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 3.02% | +0.13% | -1.11% | |
| 13 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 2.66% | +0.01% | -0.47% | |
| 14 | KR | Kroger Co | Stock-Consumer Staples | 2.57% | +0.50% | -0.06% | |
| 15 | WTS | Watts Water Technologies-a | Stock-Industrials | 2.47% | +0.28% | -0.32% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.35% | +0.58% | +0.15% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.33% | -0.15% | -4.40% | |
| 18 | LECO | Lincoln Electric Holdings | Stock-Industrials | 2.24% | +0.23% | -0.37% | |
| 19 | SPGI | S&p Global INC | Stock-Financials | 2.02% | -0.30% | -0.37% | |
| 20 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.81% | +0.06% | +5.92% | |
| 21 | ADI | Analog Devices INC | Stock-Tech | 1.64% | +0.33% | -0.97% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | +0.30% | -0.64% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | +0.29% | -1.89% | |
| 24 | ALC | Alcon Inc. | Stock-Healthcare | 1.40% | -0.06% | -6.27% | |
| 25 | CLX | Clorox Company | Stock-Consumer Staples | 1.38% | +0.46% | +35.76% | |
| 26 | FISV | Fiserv INC | Stock-Other | 1.33% | -0.04% | +8.49% | |
| 27 | PEP | Pepsico INC | Stock-Consumer Staples | 1.29% | +0.18% | +0.49% | |
| 28 | MA | Mastercard INC - A | Stock-Financials | 1.29% | -0.09% | -1.05% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.04% | -1.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.03% | -0.48% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | — | -0.40% | |
| 32 | GWW | Ww Grainger INC | Stock-Industrials | 1.04% | +0.14% | -0.07% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | +8.05% | |
| 34 | CHWY | Chewy INC - Class A | Stock-Consumer Disc | 0.87% | +0.24% | +56.18% | |
| 35 | CSL | Carlisle Cos INC | Stock-Industrials | 0.73% | +0.09% | +3.04% | |
| 36 | LH | Labcorp Holdings INC | Stock-Healthcare | 0.73% | -0.14% | -26.04% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.70% | +0.09% | — | |
| 38 | NEE | Nextera Energy INC | Stock-Utilities | 0.69% | +0.16% | +5.02% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | +0.09% | +9.42% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | +0.17% | -1.68% | |
| 41 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.48% | — | +3.99% | |
| 42 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.48% | +0.09% | -0.65% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.06% | -7.62% | |
| 44 | UBER | Uber Technologies INC | Stock-Industrials | 0.37% | -0.03% | -2.82% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | — | +0.05% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.35% | — | +3.53% | |
| 47 | AVGO | Broadcom INC | Stock-Tech | 0.35% | — | +0.78% | |
| 48 | INTU | Intuit INC | Stock-Tech | 0.33% | -2.13% | -80.85% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.32% | — | -0.26% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | — | +7.59% |
Performance for Q3 2026
+0.2%
Performance Last 4 Quarters
+11.1%
Based on 63% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 195 | $2.2B | 14 | |
| 2025-12-31 | 200 | $2.4B | 11 | |
| 2025-09-30 | 197 | $2.4B | 26 | |
| 2025-06-30 | 195 | $2.3B | 0 | |
| 2025-03-31 | 187 | $2.1B | 100 | |
| 2024-12-31 | 181 | $2.2B | 0 | |
| 2024-09-30 | 178 | $2.1B | 0 | |
| 2024-06-30 | 172 | $2.1B | 0 | |
| 2024-03-31 | 172 | $2.1B | 0 | |
| 2023-12-31 | 163 | $1.9B | 0 | |
| 2023-09-30 | 154 | $1.7B | 0 | |
| 2023-06-30 | 157 | $1.7B | 0 | |
| 2023-03-31 | 159 | $1.6B | 0 | |
| 2022-12-31 | 152 | $1.6B | 0 | |
| 2022-09-30 | 146 | $1.5B | 0 | |
| 2022-06-30 | 151 | $1.6B | 0 | |
| 2022-03-31 | 161 | $1.9B | 0 | |
| 2021-12-31 | 170 | $2.0B | 0 | |
| 2021-09-30 | 167 | $1.9B | 0 | |
| 2021-06-30 | 162 | $1.9B | 97 | |
| 2021-03-31 | 157 | $1.8B | 14 | |
| 2020-12-31 | 150 | $1.7B | 12 | |
| 2020-09-30 | 141 | $1.5B | 13 | |
| 2020-06-30 | 139 | $1.4B | 21 | |
| 2020-03-31 | 157 | $1.1B | 31 | |
| 2019-12-31 | 181 | $1.5B | 70 | |
| 2019-09-30 | 175 | $1.4B | 13 | |
| 2019-06-30 | 171 | $1.4B | 16 | |
| 2019-03-31 | 171 | $1.3B | 25 | |
| 2018-12-31 | 166 | $1.1B | 28 | |
| 2018-09-30 | 179 | $1.4B | 14 | |
| 2018-06-30 | 171 | $1.3B | 16 | |
| 2018-03-31 | 170 | $1.2B | 25 | |
| 2017-12-31 | 173 | $1.2B | 15 | |
| 2017-09-30 | 166 | $1.1B | 6 | |
| 2017-06-30 | 166 | $1.1B | 17 | |
| 2017-03-31 | 173 | $1.2B | 19 | |
| 2016-12-31 | 162 | $1.1B | 10 | |
| 2016-09-30 | 167 | $1.1B | 16 | |
| 2016-06-30 | 161 | $1.0B | 14 | |
| 2016-03-31 | 162 | $950.7M | 15 | |
| 2015-12-31 | 165 | $956.2M | 29 | |
| 2015-09-30 | 172 | $916.0M | 19 | |
| 2015-06-30 | 177 | $974.3M | 7 | |
| 2015-03-31 | 177 | $978.8M | 11 | |
| 2014-12-31 | 180 | $989.1M | 15 | |
| 2014-09-30 | 175 | $958.0M | 10 | |
| 2014-06-30 | 168 | $955.0M | 11 | |
| 2014-03-31 | 169 | $928.6M | 14 | |
| 2013-12-31 | 169 | $936.0M | 16 | |
| 2013-09-30 | 166 | $845.6M | 12 | |
| 2013-06-30 | 164 | $797.8M | 0 |
Birch Hill Investment Advisors LLC's most significant position changes for 2026-03-31: Trim: Intuit INC (INTU) — shares -80.85%; Trim: Microsoft CORP (MSFT) — shares -0.68%; Add: ASML Holding N.V. (ASML) — shares +0.15%; Trim: Alphabet Inc-cl A (GOOGL) — shares -10.13%; Trim: Kroger Co (KR) — shares -0.06%.
| # | 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 | JNJ | Johnson & Johnson | +0.3% | -1.89% | Trim |
| 7 | WTS | Watts Water Technologies-a | +0.3% | -0.32% | Trim |
| 8 | CHWY | Chewy INC - Class A | +0.2% | +56.18% | Add |
| 9 | LECO | Lincoln Electric Holdings | +0.2% | -0.37% | Trim |
| 10 | PEP | Pepsico INC | +0.2% | +0.49% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | -1.68% | Trim |
| 12 | NEE | Nextera Energy INC | +0.2% | +5.02% | Add |
| 13 | GWW | Ww Grainger INC | +0.1% | -0.07% | Trim |
| 14 | VRTX | Vertex Pharmaceuticals INC | +0.1% | -1.11% | Trim |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +31.67% | Add |
| 16 | MRK | Merck & Co. INC. | +0.1% | -0.65% | Trim |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +9.42% | Add |
| 18 | CSL | Carlisle Cos INC | +0.1% | +3.04% | Add |
| 19 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +21.77% | Add |
| 21 | WST | West Pharmaceutical Services | +0.1% | +5.92% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.76% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -0.48% | Trim |
| 24 | EW | Edwards Lifesciences CORP | 0% | -0.47% | Trim |
| 25 | AAPL | Apple INC | — | -0.40% | Trim |
| 26 | UBER | Uber Technologies INC | 0% | -2.82% | Trim |
| 27 | FISV | Fiserv INC | 0% | +8.49% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.34% | Trim |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -0.77% | Trim |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 31 | ORCL | Oracle CORP | -0.1% | -3.82% | Trim |
| 32 | ALC | Alcon Inc. | -0.1% | -6.27% | Trim |
| 33 | BAC | Bank Of America CORP | -0.1% | -7.62% | Trim |
| 34 | ADP | Automatic Data Processing | -0.1% | -4.73% | Trim |
| 35 | ROP | Roper Technologies INC | -0.1% | -32.09% | Trim |
| 36 | MRSH | Marsh & Mclennan Cos | -0.1% | -2.52% | Trim |
| 37 | BXP | Bxp INC | -0.1% | -4.73% | Trim |
| 38 | ACN | Accenture plc | -0.1% | -6.72% | Trim |
| 39 | AMZN | Amazon.com INC | -0.1% | +1.65% | Add |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | -49.28% | Trim |
| 41 | ROK | Rockwell Automation INC | -0.1% | -2.09% | Trim |
| 42 | MA | Mastercard INC - A | -0.1% | -1.05% | Trim |
| 43 | LH | Labcorp Holdings INC | -0.1% | -26.04% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | -4.40% | Trim |
| 45 | APH | Amphenol Corp-cl A | -0.2% | -4.64% | Trim |
| 46 | SPGI | S&p Global INC | -0.3% | -0.37% | Trim |
| 47 | IBM | Intl Business Machines CORP | -0.5% | -1.07% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | -10.13% | Trim |
| 49 | MSFT | Microsoft CORP | -1.1% | -0.68% | Trim |
| 50 | INTU | Intuit INC | -2.1% | -80.85% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-23 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-18 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-10 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-30 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-19 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-20 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-14 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-19 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-08 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-22 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-27 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-22 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-20 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-17 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-16 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-22 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-09 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | Amendment | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-10 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-06 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
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