Q3 2026 13F · SEC CIK 1424177

Birch Hill Investment Advisors LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.4B
Reported positions: 219
Top holdings a year, 3 yrs: +13.2%
Assets under management: $2.9B

Birch Hill Investment Advisors LLC is a wealth manager that reported 219 positions worth $2.4B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Microsoft Corp (MSFT, 5.9%), Amazon Com Inc (AMZN, 5.5%), Apple Inc (AAPL, 5.0%). A portfolio copying its top holdings returned 13.2% a year over the last 3 years, against 20.4% for the S&P 500.

Birch Hill Investment Advisors LLC holdings largest 50 of 219 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Birch Hill Investment Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.9%	4.3%	279,241	-1.5%	$143.2M
AMZNAmazon Com Inc	5.5%	5.3%	534,992	-2.1%	$133.3M
AAPLApple Inc	5.0%	4.3%	363,997	-0.8%	$121.2M
APHAmphenol Corp	4.8%	5.1%	1,389,284	+93.0%	$117.1M
GOOGLAlphabet Inc	4.4%	4.6%	308,068	-2.1%	$106.0M
BRK-BBerkshire Hathaway Inc Del	4.3%	4.3%	209,721	-1.3%	$104.4M
ASMLAsml Hldg NV	3.3%	3.3%	44,127	+7.3%	$79.9M
ECLEcolab Inc	3.3%	3.3%	289,417	-1.1%	$79.5M
ROKRockwell Automation Inc	3.3%	3.7%	181,995	-2.2%	$79.2M
VRTXVertex Pharmaceuticals Inc	3.1%	3.0%	143,519	-2.8%	$75.0M
TJXTjx Cos Inc New	3.1%	3.5%	561,012	-2.0%	$74.2M
MRSHMarsh & Mclennan Cos	2.8%	2.8%	394,139	-3.9%	$67.3M
WTSWatts Water Technologies Inc	2.7%	3.1%	188,553	-2.9%	$66.8M
IBMInternational Business Machs	2.6%	3.3%	284,328	-1.8%	$62.5M
EWEdwards Lifesciences Corp	2.6%	2.7%	723,022	-1.7%	$62.4M
WSTWest Pharmaceutical Svsc Inc	2.4%	2.3%	158,911	-0.5%	$58.9M
GOOGAlphabet Inc	2.4%	2.5%	168,724	-4.7%	$57.5M
LECOLincoln Elec Hldgs Inc	2.2%	2.2%	202,719	+0.0%	$53.6M
ADIAnalog Devices Inc	2.2%	1.8%	133,793	+18.5%	$53.1M
KRKroger Co	1.8%	1.8%	742,371	-6.8%	$43.5M
SPGIS&p Global Inc	1.6%	1.7%	100,630	-1.8%	$39.7M
JNJJohnson & Johnson	1.4%	1.3%	123,912	-2.1%	$32.8M
NVDANvidia Corporation	1.3%	1.1%	141,977	+4.3%	$32.4M
IVVIshares Tr	1.3%	1.2%	40,547	-0.5%	$31.1M
MAMastercard Incorporated	1.2%	1.2%	54,354	-5.4%	$30.0M
COSTCostco Wholesale Corporation	1.2%	1.3%	32,250	-7.5%	$29.4M
IJRIshares Tr	1.2%	1.3%	215,192	+0.6%	$29.3M
JPMJpmorgan Chase & Co	1.2%	1.3%	88,390	-6.3%	$29.2M
FISVFiserv Inc	1.1%	1.2%	601,759	-3.5%	$27.2M
CLXClorox Company	1.0%	1.3%	309,588	-4.7%	$25.1M
GWWWw Grainger Inc	1.0%	1.2%	19,106	-8.9%	$23.8M
NEENextera Energy Inc	0.9%	0.8%	283,519	+25.9%	$21.5M
PEPPepsico Inc	0.9%	1.0%	167,442	-9.4%	$21.2M
BBJPJpmorgan Betabuilders Japan ETF	0.7%	0.6%	221,042	+10.4%	$17.4M
TTTrane Technologies PLC	0.7%	0.7%	37,502	+0.0%	$17.0M
ALCAlcon Inc	0.6%	0.9%	241,685	-24.4%	$15.6M
CSLCarlisle Cos Inc	0.6%	0.7%	47,799	-3.5%	$15.4M
AVGOBroadcom Inc	0.6%	0.4%	39,551	+58.7%	$13.9M
PGProcter & Gamble Co	0.5%	0.5%	90,709	+0.2%	$13.2M
MRKMerck & Co Inc	0.5%	0.5%	79,932	-9.1%	$11.6M
LHLabcorp Holdings Inc	0.5%	0.6%	37,629	-26.3%	$11.6M
XOMExxonmobil Holdings Corp	0.4%	—	65,416	—	$10.6M
BACBank of Amer Corp	0.4%	0.4%	177,625	-0.4%	$9.7M
UBERUber Technologies Inc	0.4%	0.3%	133,273	+24.6%	$9.1M
DHRDanaher Corp Del	0.4%	—	40,549	—	$9.0M
IJHIshares Tr	0.4%	0.4%	120,710	-0.3%	$8.7M
EFAIshares Tr	0.4%	0.3%	82,764	+0.1%	$8.6M
VWOVanguard Intl Equity Index F	0.3%	0.3%	134,231	+0.7%	$8.0M
KOCoca Cola Co	0.3%	—	89,339	—	$7.7M
RSPInvesco Exchange Traded Fd T	0.3%	0.3%	36,481	+5.6%	$7.6M

What Birch Hill Investment Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.6% /yr; S&P 500 +20.1%
3 years: +13.2% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.4B	219
Q2 2026	$2.5B	211
Q1 2026	$2.2B	195
Q4 2025	$2.4B	200
Q3 2025	$2.4B	197
Q2 2025	$2.3B	195
Q1 2025	$2.1B	187
Q4 2024	$2.2B	181
Q3 2024	$2.1B	178
Q2 2024	$2.1B	172
Q1 2024	$2.1B	172
Q4 2023	$1.9B	163

Questions about Birch Hill Investment Advisors LLC's portfolio

What stocks does Birch Hill Investment Advisors LLC own?

Birch Hill Investment Advisors LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 219 positions worth $2.4B. The largest are Microsoft Corp (MSFT) at 5.9%, Amazon Com Inc (AMZN) at 5.5%, Apple Inc (AAPL) at 5.0%, Amphenol Corp (APH) at 4.8% and Alphabet Inc (GOOGL) at 4.4%.

What did Birch Hill Investment Advisors LLC buy last quarter?

In Q3 2026, Birch Hill Investment Advisors LLC added Amphenol Corp (APH) (+93.0% shares), Broadcom Inc (AVGO) (+58.7% shares) and Nextera Energy Inc (NEE) (+25.9% shares), compared with its Q2 2026 filing.

What did Birch Hill Investment Advisors LLC sell last quarter?

In Q3 2026, Birch Hill Investment Advisors LLC cut from its top 50 Chewy Inc (CHWY), cut from its top 50 Vanguard Ftse Developed Markets Index Fu (VEA), cut from its top 50 Bxp Inc (BXP), Labcorp Holdings Inc (LH) (-26.3% shares), Alcon Inc (ALC) (-24.4% shares) and Pepsico Inc (PEP) (-9.4% shares), compared with its Q2 2026 filing.

How has Birch Hill Investment Advisors LLC's portfolio performed?

A portfolio copying Birch Hill Investment Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.6% against +20.1%. Over 5 years: +8.5% a year against +11.6%.

When is Birch Hill Investment Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Birch Hill Investment Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Birch Hill Investment Advisors LLC manage?

Birch Hill Investment Advisors LLC reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.4B.