BH

Birch Hill Investment Advisors LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
10.37
Portfolio Stability
14.12
Momentum/Contrarian
100
Sector conviction
58.76
Diversification
100
Sizing Uniformity
79.82

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AMZNAmazon.com INCStock-Consumer Disc5.13%-0.08%+1.65%
2MSFTMicrosoft CORPStock-Tech4.66%-1.05%-0.68%
3BRK-BBerkshire Hathaway Inc-cl BStock-Other4.58%+0.03%-1.76%
4GOOGLAlphabet Inc-cl AStock-Comm Services4.20%-0.53%-10.13%
5TJXTjx Companies INCStock-Consumer Disc4.15%—-3.40%
6AAPLApple INCStock-Tech4.12%—-0.40%
7APHAmphenol Corp-cl AStock-Tech3.96%-0.17%-4.64%
8ECLEcolab INCStock-Materials3.46%—-1.32%
9MRSHMarsh & Mclennan CosStock-Financials3.33%-0.07%-2.52%
10ROKRockwell Automation INCStock-Industrials3.04%-0.09%-2.09%
11IBMIntl Business Machines CORPStock-Tech3.04%-0.46%-1.07%
12VRTXVertex Pharmaceuticals INCStock-Healthcare3.02%+0.13%-1.11%
13EWEdwards Lifesciences CORPStock-Healthcare2.66%+0.01%-0.47%
14KRKroger CoStock-Consumer Staples2.57%+0.50%-0.06%
15WTSWatts Water Technologies-aStock-Industrials2.47%+0.28%-0.32%
16ASMLASML Holding N.V.Stock-Tech2.35%+0.58%+0.15%
17GOOGAlphabet Inc-cl CStock-Comm Services2.33%-0.15%-4.40%
18LECOLincoln Electric HoldingsStock-Industrials2.24%+0.23%-0.37%
19SPGIS&p Global INCStock-Financials2.02%-0.30%-0.37%
20WSTWest Pharmaceutical ServicesStock-Healthcare1.81%+0.06%+5.92%
21ADIAnalog Devices INCStock-Tech1.64%+0.33%-0.97%
22COSTCostco Wholesale CORPStock-Consumer Staples1.57%+0.30%-0.64%
23JNJJohnson & JohnsonStock-Healthcare1.45%+0.29%-1.89%
24ALCAlcon Inc.Stock-Healthcare1.40%-0.06%-6.27%
25CLXClorox CompanyStock-Consumer Staples1.38%+0.46%+35.76%
26FISVFiserv INCStock-Other1.33%-0.04%+8.49%
27PEPPepsico INCStock-Consumer Staples1.29%+0.18%+0.49%
28MAMastercard INC - AStock-Financials1.29%-0.09%-1.05%
29JPMJpmorgan Chase & CoStock-Financials1.26%-0.04%-1.34%
30IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.20%+0.03%-0.48%
31IJRIshares Core S&p Small-cap EETF-Small Cap1.18%—-0.40%
32GWWWw Grainger INCStock-Industrials1.04%+0.14%-0.07%
33NVDANvidia CORPStock-Tech1.01%—+8.05%
34CHWYChewy INC - Class AStock-Consumer Disc0.87%+0.24%+56.18%
35CSLCarlisle Cos INCStock-Industrials0.73%+0.09%+3.04%
36LHLabcorp Holdings INCStock-Healthcare0.73%-0.14%-26.04%
37TTTrane Technologies plcStock-Industrials0.70%+0.09%—
38NEENextera Energy INCStock-Utilities0.69%+0.16%+5.02%
39PGProcter & Gamble Co/theStock-Consumer Staples0.57%+0.09%+9.42%
40XOMExxon Mobil CORPStock-Energy0.51%+0.17%-1.68%
41BBJPJpmorgan Betabuilders JapanETF-Other0.48%—+3.99%
42MRKMerck & Co. INC.Stock-Healthcare0.48%+0.09%-0.65%
43BACBank Of America CORPStock-Financials0.40%-0.06%-7.62%
44UBERUber Technologies INCStock-Industrials0.37%-0.03%-2.82%
45IJHIshares Core S&p Midcap ETFETF-Other0.36%—+0.05%
46EFAIshares Msci Eafe ETFETF-Other0.35%—+3.53%
47AVGOBroadcom INCStock-Tech0.35%—+0.78%
48INTUIntuit INCStock-Tech0.33%-2.13%-80.85%
49RTXRtx CORPStock-Industrials0.32%—-0.26%
50VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.32%—+7.59%
1–50 of 195

Holding changes this quarter

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%.

Position changes disclosed by Birch Hill Investment Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ASMLASML Holding N.V.+0.6%+0.15%Add
2KRKroger Co+0.5%-0.06%Trim
3CLXClorox Company+0.5%+35.76%Add
4ADIAnalog Devices INC+0.3%-0.97%Trim
5COSTCostco Wholesale CORP+0.3%-0.64%Trim
6JNJJohnson & Johnson+0.3%-1.89%Trim
7WTSWatts Water Technologies-a+0.3%-0.32%Trim
8CHWYChewy INC - Class A+0.2%+56.18%Add
9LECOLincoln Electric Holdings+0.2%-0.37%Trim
10PEPPepsico INC+0.2%+0.49%Add
11XOMExxon Mobil CORP+0.2%-1.68%Trim
12NEENextera Energy INC+0.2%+5.02%Add
13GWWWw Grainger INC+0.1%-0.07%Trim
14VRTXVertex Pharmaceuticals INC+0.1%-1.11%Trim
15VEAVanguard Ftse Developed ETF+0.1%+31.67%Add
16MRKMerck & Co. INC.+0.1%-0.65%Trim
17PGProcter & Gamble Co/the+0.1%+9.42%Add
18CSLCarlisle Cos INC+0.1%+3.04%Add
19TTTrane Technologies plc+0.1%—Unchanged
20RSPInvesco S&p 500 Equal Weight+0.1%+21.77%Add
21WSTWest Pharmaceutical Services+0.1%+5.92%Add
22BRK-BBerkshire Hathaway Inc-cl B0%-1.76%Trim
23IVVIshares Core S&p 500 ETF0%-0.48%Trim
24EWEdwards Lifesciences CORP0%-0.47%Trim
25AAPLApple INC—-0.40%Trim
26UBERUber Technologies INC0%-2.82%Trim
27FISVFiserv INC0%+8.49%Add
28JPMJpmorgan Chase & Co0%-1.34%Trim
29MKCMccormick & Co-non Vtg Shrs0%-0.77%Trim
30GBTCGrayscale Bitcoin Trust ETF-0.1%—Unchanged
31ORCLOracle CORP-0.1%-3.82%Trim
32ALCAlcon Inc.-0.1%-6.27%Trim
33BACBank Of America CORP-0.1%-7.62%Trim
34ADPAutomatic Data Processing-0.1%-4.73%Trim
35ROPRoper Technologies INC-0.1%-32.09%Trim
36MRSHMarsh & Mclennan Cos-0.1%-2.52%Trim
37BXPBxp INC-0.1%-4.73%Trim
38ACNAccenture plc-0.1%-6.72%Trim
39AMZNAmazon.com INC-0.1%+1.65%Add
40MDLZMondelez International Inc-a-0.1%-49.28%Trim
41ROKRockwell Automation INC-0.1%-2.09%Trim
42MAMastercard INC - A-0.1%-1.05%Trim
43LHLabcorp Holdings INC-0.1%-26.04%Trim
44GOOGAlphabet Inc-cl C-0.2%-4.40%Trim
45APHAmphenol Corp-cl A-0.2%-4.64%Trim
46SPGIS&p Global INC-0.3%-0.37%Trim
47IBMIntl Business Machines CORP-0.5%-1.07%Trim
48GOOGLAlphabet Inc-cl A-0.5%-10.13%Trim
49MSFTMicrosoft CORP-1.1%-0.68%Trim
50INTUIntuit INC-2.1%-80.85%Trim

FAQ

What is Birch Hill Investment Advisors LLC and what type of investor is it?
Birch Hill Investment Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.2B, spread across 195 disclosed positions.
What are Birch Hill Investment Advisors LLC's largest equity positions?
Based on the latest 13F filing, Birch Hill Investment Advisors LLC's top holdings by market value are: 1. Amazon.com INC (AMZN) — $114.4M (5.1%) 2. Microsoft CORP (MSFT) — $103.9M (4.7%) 3. Berkshire Hathaway Inc-cl B (BRK-B) — $102.1M (4.6%) 4. Alphabet Inc-cl A (GOOGL) — $93.5M (4.2%) 5. Tjx Companies INC (TJX) — $92.5M (4.2%)
What changes did Birch Hill Investment Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Birch Hill Investment Advisors LLC made 48 notable position adjustments: 0 new positions were initiated, 12 existing holdings were added to, 36 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Birch Hill Investment Advisors LLC focus on?
Birch Hill Investment Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.9% • Financials: 20.1% • Communication Services: 13.7% • Consumer Staples: 13.1% • Consumer Discretionary: 11.9% • Health Care: 5.3%