Q2 2026 13F · SEC CIK 1424177

Birch Hill Investment Advisors LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.5B
Reported positions: 211
Top holdings a year, 3 yrs: +13.2%
Assets under management: $2.9B

Birch Hill Investment Advisors LLC is a wealth manager that reported 211 positions worth $2.5B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Amazon Com Inc Com (AMZN, 5.3%), Amphenol Corp (APH, 5.1%), Alphabet Inc (GOOGL, 4.6%). 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 211 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	5.3%	5.1%	546,745	-0.4%	$130.3M
APHAmphenol Corp	5.1%	4.0%	719,908	+3.1%	$126.9M
GOOGLAlphabet Inc	4.6%	4.2%	314,665	-3.2%	$112.5M
BRK-BBerkshire Hathaway Inc Del	4.3%	4.6%	212,583	-0.2%	$106.4M
AAPLApple Inc	4.3%	4.1%	367,068	+1.5%	$106.2M
MSFTMicrosoft Corp	4.3%	4.7%	283,554	+1.0%	$105.8M
ROKRockwell Automation Inc	3.7%	3.0%	186,053	-1.4%	$92.1M
TJXTjx Cos Inc New Com	3.5%	4.2%	572,190	-1.2%	$86.7M
ASMLAsml Hldg NV	3.3%	2.4%	41,120	+3.5%	$81.8M
ECLEcolab Inc	3.3%	3.5%	292,638	+1.0%	$81.5M
IBMInternational Business Machs	3.3%	3.0%	289,497	+3.6%	$81.4M
WTSWatts Water Technologies Inc	3.1%	2.5%	194,171	+2.6%	$76.0M
VRTXVertex Pharmaceuticals Inc	3.0%	3.0%	147,702	-2.1%	$73.4M
MRSHMarsh	2.8%	3.3%	410,233	-4.1%	$68.4M
EWEdwards Lifesciences Corp	2.7%	2.7%	735,377	-0.7%	$66.5M
GOOGAlphabet Inc	2.5%	2.3%	177,012	-2.2%	$62.5M
WSTWest Pharmaceutical Svsc Inc	2.3%	1.8%	159,696	-0.9%	$57.3M
LECOLincoln Electric Holdings Inc	2.2%	2.2%	202,695	+1.3%	$53.8M
ADIAnalog Devices Inc	1.8%	1.6%	112,904	-1.7%	$44.8M
KRThe Kroger Co	1.8%	2.6%	796,380	+0.5%	$44.2M
SPGIS&P Global Inc.	1.7%	2.0%	102,467	-3.2%	$41.7M
COSTCostco Whsl Corp New	1.3%	1.6%	34,862	-0.5%	$32.6M
JNJJohnson & Johnson	1.3%	1.4%	126,625	-4.0%	$32.2M
IJRIshares Core S&p Small Cap ETF	1.3%	1.2%	213,825	+1.4%	$31.7M
CLXClorox Co Del	1.3%	1.4%	324,913	+9.2%	$31.0M
JPMJpmorgan Chase & Co	1.3%	1.3%	94,380	-1.2%	$30.9M
FISVFiserv Inc	1.2%	1.3%	623,289	+17.8%	$30.6M
IVVIshares Core S&p 500 ETF	1.2%	1.2%	40,764	-0.1%	$30.5M
MAMastercard Inc.	1.2%	1.3%	57,479	+0.1%	$29.5M
GWWWw Grainger Inc	1.2%	1.0%	20,964	-1.5%	$28.5M
NVDANvidia Corporation Com	1.1%	1.0%	136,086	+5.8%	$27.2M
PEPPepsico Inc	1.0%	1.3%	184,915	-0.3%	$25.0M
ALCAlcon AG	0.9%	1.4%	319,605	-22.8%	$21.4M
NEENextera Energy Inc Com	0.8%	0.7%	225,257	+35.8%	$19.8M
TTTrane Technologies PLC	0.7%	0.7%	37,502	+0.0%	$18.4M
CSLCarlisle Cos Inc	0.7%	0.7%	49,537	+1.0%	$18.0M
BBJPJ P Morgan Exchange Traded F	0.6%	0.5%	200,297	+28.7%	$15.1M
LHLabcorp Holdings Inc	0.6%	0.7%	51,068	-16.3%	$14.3M
PGProcter & Gamble Co Com	0.5%	0.6%	90,519	+2.3%	$13.3M
MRKMerck & Co. Inc	0.5%	0.5%	87,972	-0.9%	$11.3M
BACBank of Amer Corp	0.4%	0.4%	178,425	-2.5%	$10.2M
AVGOBroadcom Inc	0.4%	0.3%	24,929	-0.1%	$9.4M
IJHIshares Tr	0.4%	0.4%	121,065	+1.9%	$9.3M
CHWYChewy Inc	0.4%	0.9%	474,960	-33.5%	$9.3M
EFAiShs MSCI EAFE	0.3%	0.4%	82,689	+2.1%	$8.6M
VWOVanguard Intl Equity Index F	0.3%	0.3%	133,272	+2.2%	$8.0M
VEAVanguard Tax-Managed Fds	0.3%	—	110,272	—	$7.9M
UBERUber Technologies Inc	0.3%	0.4%	106,993	-6.1%	$7.7M
BXPBoston Properties Inc	0.3%	—	110,916	—	$7.4M
RSPInvesco S&p 500 Equal Weight ETF	0.3%	—	34,540	—	$7.3M

What Birch Hill Investment Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NEE Nextera Energy Inc Com+35.8% shares
BBJP J P Morgan Exchange Traded F+28.7% shares
FISV Fiserv Inc+17.8% shares
CLX Clorox Co Del+9.2% shares
NVDA Nvidia Corporation Com+5.8% shares

Reduced

CHWY Chewy Inc-33.5% shares
ALC Alcon AG-22.8% shares
LH Labcorp Holdings Inc-16.3% shares
UBER Uber Technologies Inc-6.1% shares

Left the top 50

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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
Q3 2023	$1.7B	154

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 Q2 2026 and filed Jul 21, 2026, lists 211 positions worth $2.5B. The largest are Amazon Com Inc Com (AMZN) at 5.3%, Amphenol Corp (APH) at 5.1%, Alphabet Inc (GOOGL) at 4.6%, Berkshire Hathaway Inc Del (BRK-B) at 4.3% and Apple Inc (AAPL) at 4.3%.

What did Birch Hill Investment Advisors LLC buy last quarter?

In Q2 2026, Birch Hill Investment Advisors LLC added Nextera Energy Inc Com (NEE) (+35.8% shares), J P Morgan Exchange Traded F (BBJP) (+28.7% shares) and Fiserv Inc (FISV) (+17.8% shares), compared with its Q1 2026 filing.

What did Birch Hill Investment Advisors LLC sell last quarter?

In Q2 2026, Birch Hill Investment Advisors LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Intuit (INTU), cut from its top 50 Rtx Corporation Com (RTX), Chewy Inc (CHWY) (-33.5% shares), Alcon AG (ALC) (-22.8% shares) and Labcorp Holdings Inc (LH) (-16.3% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $2.5B.