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Birch Hill Investment Advisors LLC Portfolio

$2.4B across 219 positions as of 2026-09-30, with 43% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
MSFTMicrosoft Corp$143.2M5.9%279,241
AMZNAmazon.com Inc$133.3M5.5%534,992
AAPLApple Inc$121.2M5.0%363,997
APHAmphenol Corp$117.1M4.8%1,389,284
GOOGLAlphabet Inc$106M4.4%308,068
BRK.BBerkshire Hathaway Inc$104.4M4.3%209,721
ASML HLDG NV$79.9M3.3%44,127
ECLEcolab Inc$79.5M3.3%289,417
ROKRockwell Automation Inc$79.2M3.3%181,995
VRTXVertex Pharmaceuticals Inc$75M3.1%143,519
TJXTJX Companies Inc$74.2M3.1%561,012
MRSHMarsh & McLennan Companies Inc$67.3M2.8%394,139
WTSWatts Water Technologies Inc$66.8M2.7%188,553
IBMInternational Business Machines Corp$62.5M2.6%284,328
EWEdwards Lifesciences Corp$62.4M2.6%723,022
WSTWest Pharmaceutical Services Inc$58.9M2.4%158,911
GOOGAlphabet Inc$57.5M2.4%168,724
LECOLincoln Electric Holdings Inc$53.6M2.2%202,719
ADIAnalog Devices Inc$53.1M2.2%133,793
KRKroger Co$43.5M1.8%742,371
SPGIS&P Global Inc$39.7M1.6%100,630
JNJJohnson & Johnson$32.8M1.3%123,912
NVDANVIDIA Corp$32.4M1.3%141,977
IVViShares Core S&P 500 ETF$31.1M1.3%40,547
MAMastercard Inc$30M1.2%54,354
COSTCostco Wholesale Corp$29.4M1.2%32,250
IJRiShares Core S&P Small-Cap ETF$29.3M1.2%215,192
JPMJPMorgan Chase & Co$29.2M1.2%88,390
FISVFiserv Inc$27.2M1.1%601,759
CLXClorox Co$25.1M1.0%309,588
GWWWW Grainger Inc$23.8M1.0%19,106
NEENextera Energy Inc$21.5M0.9%283,519
PEPPepsiCo Inc$21.2M0.9%167,442
BBJPJPMorgan BetaBuilders Japan ETF$17.4M0.7%221,042
TRANE TECHNOLOGIES PLC$17M0.7%37,502
ALCON AG$15.6M0.6%241,685
CSLCarlisle Companies Inc$15.4M0.6%47,799
AVGOBroadcom Inc$13.9M0.6%39,551
PGProcter & Gamble Co$13.2M0.5%90,709
MRKMerck & Co Inc$11.6M0.5%79,932
LHLabcorp Holdings Inc$11.6M0.5%37,629
XOMExxonmobil Holdings Corp$10.6M0.4%65,416
BACBank of America Corp$9.7M0.4%177,625
UBERUber Technologies Inc$9.1M0.4%133,273
DHRDanaher Corp$9M0.4%40,549
IJHiShares Core S&P Mid-Cap ETF$8.7M0.4%120,710
EFAiShares MSCI EAFE ETF$8.6M0.4%82,764
VWOVanguard FTSE Emerging Markets ETF$8M0.3%134,231
KOCoca-Cola Co$7.7M0.3%89,339
RSPInvesco S&P 500 Equal Weight ETF$7.6M0.3%36,481
VEAVanguard FTSE Developed Markets ETF$7.5M0.3%106,783
RTXRTX Corp$6.9M0.3%36,949
VVisa Inc$6.7M0.3%18,623
ABBVAbbVie Inc$6.6M0.3%25,224
ADPAutomatic Data Processing Inc$6.4M0.3%24,963
GBTCGrayscale Bitcoin Trust (Btc)$6.2M0.3%96,150
BXPBXP Inc$6.2M0.3%100,816
EMREmerson Electric Co$4.5M0.2%29,245
HDHome Depot Inc$4.1M0.2%14,404
IWMiShares Russell 2000 Index Fund$3.9M0.2%14,156
CLColgate-Palmolive Co$3.8M0.2%45,026
TMOThermo Fisher Scientific Inc$3.8M0.2%5,571
INTCIntel Corp$3.8M0.2%31,200
ORCLOracle Corp$3.7M0.2%27,285
HAYWARD HLDGS INC$3.7M0.2%304,169
ACCENTURE PLC IRELAND$3.7M0.2%20,221
HLTHilton Worldwide Holdings Inc$3.5M0.1%11,012
IJSiShares S&P SmallCap 600 Value ETF$3.5M0.1%27,016
CATCaterpillar Inc$3.3M0.1%4,024
USBUS Bancorp$2.8M0.1%48,221
MKCMcCormick & Company Inc$2.8M0.1%60,026
GNTXGentex Corp$2.7M0.1%124,728
APDAir Products and Chemicals Inc$2.5M0.1%9,156
XLEState Street Energy Select Sector SPDR ETF$2.5M0.1%40,715
EEMiShares MSCI Emerging Index Fund$2.5M0.1%37,373
IRIngersoll Rand Inc$2.5M0.1%33,090
WSOWatsco Inc$2.5M0.1%8,120
GEGeneral Electric Co$2.4M0.1%7,686
ALLIANCE LAUNDRY HLDGS INC$2.3M0.1%106,235
ITWIllinois Tool Works Inc$2.3M0.1%8,748
ABTAbbott Laboratories$2.2M0.1%22,335
VGTVanguard Information Tech ETF$2.2M0.1%17,542
DEDeere & Co$2.2M0.1%3,215
CVXChevron Corp$2.2M0.1%10,530
DISWalt Disney Co$2.1M0.1%20,328
WABWestinghouse Air Brake Technologies Corp$2.1M0.1%7,389
MDLZMondelez International Inc$2.1M0.1%36,106
COPXGlobal X Copper Miners ETF$2.1M0.1%24,520
GEVGE Vernova Inc$2.1M0.1%2,180
SPYState Street SPDR S&P 500 ETF Trust$2.1M0.1%2,714
UNPUnion Pacific Corp$2.1M0.1%7,558
ALLEGION PLC$1.9M0.1%12,500
LINDE PLC$1.9M0.1%3,950
CVSCVS Health Corp$1.8M0.1%21,185
VOOVanguard S&P 500 ETF$1.8M0.1%2,548
ABNBAirbnb Inc$1.8M0.1%11,043
METAMeta Platforms Inc$1.7M0.1%2,298
XLKState Street Technology Select Sector SPDR ETF$1.6M0.1%8,037
MARMarriott International Inc$1.5M0.1%4,291
WMTWalmart Inc$1.4M0.1%13,137
DOVDover Corp$1.3M0.1%7,155
MCDMcDonald's Corp$1.3M0.1%5,616
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.3M0.1%2,757
WMWaste Management Inc$1.2M0.1%5,969
IAUiShares Gold Trust Shares of the iShares Gold Trust$1.2M0.0%15,427
TSLATesla Inc$1.2M0.0%3,277
IWRiShares Russell Mid-Cap ETF$1.1M0.0%10,706
CRMSalesforce Inc$1.1M0.0%4,890
BRBroadridge Financial Solutions Inc$1.1M0.0%6,750
NKENike Inc$1.1M0.0%29,781
IVWiShares S&P 500 Growth ETF$1M0.0%7,361
PMPhilip Morris International Inc$1M0.0%5,471
BTCGRAYSCALE BITCOIN MINI TR ET$1M0.0%27,761
ROPRoper Technologies Inc$1M0.0%2,870
VTVanguard Total World Stock Index ETF$1M0.0%6,350
CHWYChewy Inc$998.3K0.0%54,850
IDXXIDEXX Laboratories Inc$997.4K0.0%1,910
ANETArista Networks Inc$968.6K0.0%4,758
CARRCarrier Global Corp$958.3K0.0%17,468
LLYEli Lilly and Co$922.2K0.0%797
IVEiShares S&P 500 Value ETF$919.5K0.0%4,028
DUKDuke Energy Corp$899.3K0.0%7,888
ESGDiShares ESG Aware MSCI EAFE ETF$894.8K0.0%8,683
UL SOLUTIONS INC$887.8K0.0%13,530
VRTVertiv Holdings Co$884.4K0.0%3,665
AMGNAmgen Inc$868.3K0.0%2,060
CEGConstellation Energy Corp$867.2K0.0%3,414
MRVLMarvell Technology Inc$847.6K0.0%3,208
ESMLiShares ESG Aware MSCI USA Small-Cap ETF$816.3K0.0%15,698
UPSUnited Parcel Service Inc$810.6K0.0%8,675
MMM3M Co$806.5K0.0%4,913
EFGiShares MSCI EAFE Growth ETF$796.9K0.0%6,650
GLDSPDR Gold Shares$775K0.0%2,035
VBVanguard Small-Cap ETF$749.9K0.0%2,636
PLTRPalantir Technologies Inc$729.5K0.0%3,900
NTRNutrien Ltd$727.1K0.0%10,350
SITESiteOne Landscape Supply Inc$721.2K0.0%7,986
DDominion Energy Inc$715.2K0.0%11,817
AMDAdvanced Micro Devices Inc$692.5K0.0%1,132
AXPAmerican Express Co$684.2K0.0%2,250
ADBEAdobe Inc$660.3K0.0%2,752
BKNGBooking Holdings Inc$651.6K0.0%4,000
FDXFedEx Corp$632K0.0%2,217
SHELShell PLC$617.8K0.0%6,500
PFEPfizer Inc$611.9K0.0%21,455
COMPCompass Inc$564.8K0.0%63,600
GSGoldman Sachs Group Inc$562.7K0.0%625
KMXCarmax Inc$558.8K0.0%10,140
ARCH CAP GROUP LTD$558.8K0.0%6,050
SMHVanEck Semiconductor ETF$553.2K0.0%908
VZVerizon Communications Inc$537.2K0.0%11,712
MGKVanguard Mega Cap Growth ETF$533.2K0.0%5,755
DSIiShares ESG MSCI KLD 400 ETF$494.7K0.0%3,384
VSTVistra Corp$489.8K0.0%3,540
OTISOtis Worldwide Corp$481.6K0.0%7,487
NSCNorfolk Southern Corp$474.9K0.0%1,537
QCOMQualcomm Inc$464.1K0.0%2,522
NOWServiceNow Inc$456.3K0.0%3,405
BMYBristol-Myers Squibb Co$454.4K0.0%7,282
CSCOCisco Systems Inc$451.6K0.0%4,196
EATON CORP PLC$450.3K0.0%1,048
BCBrunswick Corp$446.1K0.0%6,945
ZBHZimmer Biomet Holdings, Inc$425.7K0.0%4,792
PPGPPG Industries Inc$424.1K0.0%4,065
IEFAiShares Core MSCI EAFE ETF$423.2K0.0%4,368
VYMVanguard High Dividend Yield ETF$422.1K0.0%2,720
WFCWells Fargo & Co$406.6K0.0%5,079
BDXBecton Dickinson and Co$396.5K0.0%2,215
GLWCorning Inc$377.5K0.0%2,455
MOAltria Group Inc$363.6K0.0%5,400
WATWaters Corp$360.7K0.0%821
VOVanguard Mid-Cap ETF$353.8K0.0%4,512
HPEHewlett Packard Enterprise Co$353.5K0.0%5,533
AVYAvery Dennison Corp$344.8K0.0%2,020
MSMorgan Stanley$333.1K0.0%1,771
LENLennar Corp$326.4K0.0%4,000
MSA SAFETY INC$320.2K0.0%1,800
CNICanadian National Railway Co$314.1K0.0%2,642
VIGVanguard Div Appreciation ETF$313.6K0.0%1,344
MDYSPDR MidCap Trust Series I$311.9K0.0%475
CSXCSX Corp$311.6K0.0%6,700
WISDOMTREE TR$311K0.0%3,200
DDOGDatadog Inc (Pre-Reincorporation)$310K0.0%1,132
INVESCO EXCH TRADED FD TR II$309.7K0.0%9,260
SPCXSpace Exploration Technologies Corp$309.3K0.0%2,050
NETCloudflare Inc$307.3K0.0%885
SCCOSouthern Copper Corp$295.7K0.0%1,459
CRWDCrowdStrike Holdings Inc$295.2K0.0%1,115
WTRGEssential Utilities Inc$293.3K0.0%7,484
IWOiShares Russell 2000 Growth Fund$285.5K0.0%800
VTIVanguard Total Stock Market ETF$283.7K0.0%758
MCOMoody's Corp$281.6K0.0%620
SCHDSchwab US Dividend Equity ETF$276.5K0.0%8,500
GDGeneral Dynamics Corp$275.8K0.0%831
CACICACI International Inc$274.1K0.0%450
ISHARES TR$271.9K0.0%630
WELLWelltower Inc$265.2K0.0%1,152
DASHDoorDash Inc$257K0.0%1,400
INTUIntuit Inc$256.4K0.0%930
MLPXGlobal X MLP & Energy Infrastructure ETF$256K0.0%3,666
IGViShares Expanded Tech-Software Sector ETF$248.1K0.0%2,330
ROSTRoss Stores Inc$244.6K0.0%1,048
SCHWCharles Schwab Corp$243.4K0.0%2,490
UNHUnitedHealth Group Inc$240.1K0.0%654
QQQInvesco QQQ Trust, Series 1$239.1K0.0%323
CAVA GROUP INC$237.1K0.0%4,382
GDXVanEck Gold Miners ETF$236.6K0.0%2,695
TAT&T Inc$235K0.0%9,631
ACWXiShares MSCI ACWI ex U.S. ETF$229.1K0.0%3,030
HUBBHubbell Inc$228.6K0.0%504
SPDR INDEX SHS FDS$228.2K0.0%1,461
DELLDell Technologies Inc$225.9K0.0%420
TXNTexas Instruments Inc$224.1K0.0%800
ULUnilever PLC$215.8K0.0%3,554
SYYSysco Corp$211.9K0.0%2,718
PANWPalo Alto Networks Inc$211K0.0%531
AKREAkre Focus ETF$210.7K0.0%4,000
PBRPetroleo Brasileiro SA Petrobras$208.7K0.0%10,000
SERA PROGNOSTICS INC$57K0.0%27,293

Quarter ending 2026-09-30.

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