Birch Hill Investment Advisors LLC reported 172 positions worth $2.28B for the quarter ended Sep 30, 2026, down 1.6% on the prior quarter. It opened 10 new positions, added to 30, trimmed 77 and exited 4. Its largest holding is Microsoft Corp at 6.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +65.4K | – | $10.65M | 0.468% |
| ADI Analog Devices Inc | +20.9K | +18.5% | $8.29M | 2.33% |
| ASML Asml Holding Nv | +3,007 | +7.3% | $5.45M | 3.51% |
| AVGO Broadcom Inc. | +14.6K | +58.7% | $5.14M | 0.61% |
| NEE Nextera Energy Inc | +58.3K | +25.9% | $4.41M | 0.944% |
| WSO Watsco Inc | +8,120 | – | $2.46M | 0.108% |
| ALH Alliance Laundry Holdings Inc. | +86.6K | +441.7% | $1.85M | 0.099% |
| UBER Uber Technologies, Inc | +26.3K | +24.6% | $1.80M | 0.401% |
| NVDA Nvidia Corp | +5,891 | +4.3% | $1.35M | 1.42% |
| ULS UL Solutions Inc. | +13.5K | – | $887.84K | 0.039% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CHWY Chewy, Inc. | -420.1K | -88.5% | $7.65M | 0.044% |
| ALC Alcon Inc | -77.9K | -24.4% | $5.05M | 0.688% |
| APH Amphenol Corp | -50.5K | -3.5% | $4.26M | 5.15% |
| LH Labcorp Holdings Inc. | -13.4K | -26.3% | $4.14M | 0.509% |
| KR Kroger Co | -54.0K | -6.8% | $3.17M | 1.91% |
| AMZN Amazon Com Inc | -11.8K | -2.1% | $2.93M | 5.86% |
| GOOG Alphabet Inc. | -8,288 | -4.7% | $2.82M | 2.53% |
| MRSH Marsh & Mclennan Companies, Inc. | -16.1K | -3.9% | $2.75M | 2.96% |
| COST Costco Wholesale Corp | -2,612 | -7.5% | $2.38M | 1.29% |
| GWW W.W. Grainger, Inc. | -1,858 | -8.9% | $2.31M | 1.05% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +65.4K | $10.65M | 0.468% |
| WSO Watsco Inc | +8,120 | $2.46M | 0.108% |
| ULS UL Solutions Inc. | +13.5K | $887.84K | 0.039% |
| ETN Eaton Corp plc | +1,048 | $450.34K | 0.02% |
| GLW Corning Inc | +2,455 | $377.48K | 0.017% |
| SPCX Space Exploration Technologies Corp | +2,050 | $309.26K | 0.014% |
| GD General Dynamics Corp | +831 | $275.75K | 0.012% |
| T At&T Inc. | +9,631 | $235.00K | 0.01% |
| DELL Dell Technologies Inc. | +420 | $225.94K | <0.01% |
| PANW Palo Alto Networks Inc | +531 | $210.97K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 279.2K | $143.22M | 6.29% | -4,313 | -1.5% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 535.0K | $133.29M | 5.86% | -11.8K | -2.1% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 364.0K | $121.22M | 5.33% | -3,071 | -0.8% | Reduced | 0% |
| 4 | APH Amphenol Corp | Industrials | 1.39M | $117.12M | 5.15% | -50.5K | -3.5% | Reduced | 0.06% |
| 5 | GOOGL Alphabet Inc. | Technology | 308.1K | $106.00M | 4.66% | -6,597 | -2.1% | Reduced | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 209.7K | $104.43M | 4.59% | -2,862 | -1.3% | Reduced | 0.01% |
| 7 | ASML Asml Holding Nv | Technology | 44.1K | $79.94M | 3.51% | +3,007 | +7.3% | Added | 0.01% |
| 8 | ECL Ecolab Inc. | Industrials | 289.4K | $79.47M | 3.49% | -3,221 | -1.1% | Reduced | 0.1% |
| 9 | ROK Rockwell Automation, Inc | Industrials | 182.0K | $79.23M | 3.48% | -4,058 | -2.2% | Reduced | 0.16% |
| 10 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 143.5K | $75.03M | 3.3% | -4,183 | -2.8% | Reduced | 0.06% |
| 11 | TJX Tjx Companies Inc | Consumer Discretionary | 561.0K | $74.23M | 3.26% | -11.2K | -2.0% | Reduced | 0.05% |
| 12 | MRSH Marsh & Mclennan Companies, Inc. | Financial Services | 394.1K | $67.29M | 2.96% | -16.1K | -3.9% | Reduced | 0.08% |
| 13 | WTS Watts Water Technologies Inc | Industrials | 188.6K | $66.78M | 2.93% | -5,618 | -2.9% | Reduced | 0.69% |
| 14 | IBM International Business Machines Corp | Technology | 284.3K | $62.53M | 2.75% | -5,169 | -1.8% | Reduced | 0.03% |
| 15 | EW Edwards Lifesciences Corp | Healthcare | 723.0K | $62.41M | 2.74% | -12.4K | -1.7% | Reduced | 0.13% |
Tip. Select a row to see that position’s full history at Birch Hill Investment Advisors.
As of its Q3 2026 13F filing, Birch Hill Investment Advisors LLC’s five largest positions were Microsoft Corp (MSFT) at 6.3%, Amazon Com Inc (AMZN) at 5.9%, Apple Inc. (AAPL) at 5.3%, Amphenol Corp (APH) at 5.1%, Alphabet Inc. (GOOGL) at 4.7% of the reported portfolio.
Birch Hill Investment Advisors LLC reported a 13F portfolio worth $2.28B across 172 positions for Q3 2026. That is down 1.6% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($10.65M), Analog Devices Inc ($8.29M), Asml Holding Nv ($5.45M). It opened 10 new positions.
Its largest sales by value were Chewy, Inc. ($7.65M), Alcon Inc ($5.05M), Amphenol Corp ($4.26M). It exited 4 positions entirely.
From the Form 13F-HR reports Birch Hill Investment Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.