Birch Hill Investment Advisors
Boston, MAfiles as Birch Hill Investment Advisors LLC
$2.5bn in 211 US stocks at the end of 30 June 2026. The top 10 are 41.7% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$2.5bn
Stocks
211
Top 10 share
41.7%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL<0.1% of the fund
- Alliance Laundry HoldingsALH<0.1% of the fund
- LennarLEN<0.1% of the fund
- ServiceNowNOW<0.1% of the fund
- DatadogDDOG<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- DoorDashDASH<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Charles SchwabSCHW<0.1% of the fund
- Invesco QQQ TRQQQ<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- Spdr Index SHS FDSGMF<0.1% of the fund
- Southern CopperSCCO<0.1% of the fund
- CloudflareNET<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Ishares TRIGV<0.1% of the fund
- CitigroupC<0.1% of the fund
- Petrobras - Petroleo Brasileiro SAPBR<0.1% of the fund
Added
Bought more of a stock they already held.
- AmphenolAPH5.1% of the fund+3%
- ASML Holding NVASML3.3% of the fund+4%
- International Business MachinesIBM3.3% of the fund+4%
- Watts Water TechnologiesWTS3.1% of the fund+3%
- CloroxCLX1.3% of the fund+9%
- FiservFISV1.2% of the fund+18%
- NvidiaNVDA1.1% of the fund+6%
- NextEra EnergyNEE0.8% of the fund+36%
- J P Morgan Exchange Traded FBBJP0.6% of the fund+29%
- Procter & GamblePG0.5% of the fund+2%
- Ishares TREFA0.3% of the fund+2%
- Vanguard Intl Equity Index FVWO0.3% of the fund+2%
- Vanguard Tax-Managed FDSVEA0.3% of the fund+8%
- DanaherDHR0.3% of the fund+1346%
- VisaV0.2% of the fund+21%
- Ishares TRIJS0.1% of the fund+2%
- Ishares TREEM0.1% of the fund+2%
- General ElectricGE0.1% of the fund+18%
- GE VernovaGEV0.1% of the fund+26%
- Vanguard World FDVGT<0.1% of the fund+6%
- Walt DisneyDIS<0.1% of the fund+29%
- Select Sector Spdr TRXLK<0.1% of the fund+38%
- Meta PlatformsMETA<0.1% of the fund+34%
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund+82%
- SiteOne Landscape SupplySITE<0.1% of the fund+34%
Cut
Sold some of their stake.
- AlphabetGOOGL4.6% of the fund-3%
- Vertex PharmaceuticalsVRTX3.0% of the fund-2%
- Marsh & McLennan CompaniesMRSH2.8% of the fund-4%
- AlphabetGOOG2.5% of the fund-2%
- S&P GlobalSPGI1.7% of the fund-3%
- Johnson & JohnsonJNJ1.3% of the fund-4%
- AlconALC0.9% of the fund-23%
- Labcorp HoldingsLH0.6% of the fund-16%
- Bank of AmericaBAC0.4% of the fund-2%
- ChewyCHWY0.4% of the fund-34%
- Uber TechnologiesUBER0.3% of the fund-6%
- BXPBXP0.3% of the fund-3%
- Invesco Exchange Traded FD TRSP0.3% of the fund-2%
- Hayward HoldingsHAYW0.2% of the fund-6%
- Emerson ElectricEMR0.2% of the fund-3%
- GentexGNTX0.2% of the fund-3%
- McCormickMKC0.1% of the fund-6%
- Air Products & ChemicalsAPD0.1% of the fund-2%
- AccentureACN0.1% of the fund-6%
- Mondelez InternationalMDLZ<0.1% of the fund-12%
- Select Sector Spdr TRXLE<0.1% of the fund-7%
- LindeLIN<0.1% of the fund-15%
- AirbnbABNB<0.1% of the fund-12%
- ChevronCVX<0.1% of the fund-5%
- DoverDOV<0.1% of the fund-4%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- AT&TT-100%
Holdings
- Ishares TRIJR
- Share
- 1.3%
- Value
- $32m
- Shares
- 213,825
Held
- Ishares TRIVV
- Share
- 1.2%
- Value
- $31m
- Shares
- 40,764
Held
- J P Morgan Exchange Traded FBBJP
- Share
- 0.6%
- Value
- $15m
- Shares
- 200,297
+29%
- Ishares TRIJH
- Share
- 0.4%
- Value
- $9m
- Shares
- 121,065
Held
- Ishares TREFA
- Share
- 0.3%
- Value
- $9m
- Shares
- 82,689
+2%
- Vanguard Intl Equity Index FVWO
- Share
- 0.3%
- Value
- $8m
- Shares
- 133,272
+2%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $8m
- Shares
- 110,272
+8%
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $7m
- Shares
- 34,540
-2%
- Grayscale Bitcoin Trust ETFGBTC
- Share
- 0.2%
- Value
- $5m
- Shares
- 102,850
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $4m
- Shares
- 14,156
Held
- Ishares TRIJS
- Share
- 0.1%
- Value
- $4m
- Shares
- 26,434
+2%
- Ishares TREEM
- Share
- 0.1%
- Value
- $3m
- Shares
- 45,267
+2%
- Select Sector Spdr TRXLE
- Share
- <0.1%
- Value
- $2m
- Shares
- 40,735
-7%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $2m
- Shares
- 2,714
Held
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $2m
- Shares
- 16,944
+6%
- Global X FDSCOPX
- Share
- <0.1%
- Value
- $2m
- Shares
- 24,520
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $2m
- Shares
- 2,636
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $2m
- Shares
- 8,061
+38%
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $1m
- Shares
- 16,748
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 5.3% | $130m | 546,745 | Held |
| AmphenolAPH | 5.1% | $127m | 719,908 | +3% |
| AlphabetGOOGL | 4.6% | $112m | 314,665 | -3% |
| Berkshire HathawayBRK-B | 4.3% | $106m | 212,583 | Held |
| AppleAAPL | 4.3% | $106m | 367,068 | Held |
| MicrosoftMSFT | 4.3% | $106m | 283,554 | Held |
| Rockwell AutomationROK | 3.7% | $92m | 186,053 | Held |
| TJX CompaniesTJX | 3.5% | $87m | 572,190 | Held |
| ASML Holding NVASML | 3.3% | $82m | 41,120 | +4% |
| EcolabECL | 3.3% | $82m | 292,638 | Held |
| International Business MachinesIBM | 3.3% | $81m | 289,497 | +4% |
| Watts Water TechnologiesWTS | 3.1% | $76m | 194,171 | +3% |
| Vertex PharmaceuticalsVRTX | 3.0% | $73m | 147,702 | -2% |
| Marsh & McLennan CompaniesMRSH | 2.8% | $68m | 410,233 | -4% |
| Edwards LifesciencesEW | 2.7% | $67m | 735,377 | Held |
| AlphabetGOOG | 2.5% | $63m | 177,012 | -2% |
| West Pharmaceutical ServicesWST | 2.3% | $57m | 159,696 | Held |
| Lincoln Electric HoldingsLECO | 2.2% | $54m | 202,695 | Held |
| Analog DevicesADI | 1.8% | $45m | 112,904 | Held |
| KrogerKR | 1.8% | $44m | 796,380 | Held |
| S&P GlobalSPGI | 1.7% | $42m | 102,467 | -3% |
| Costco WholesaleCOST | 1.3% | $33m | 34,862 | Held |
| Johnson & JohnsonJNJ | 1.3% | $32m | 126,625 | -4% |
| Ishares TRIJR | 1.3% | $32m | 213,825 | Held |
| CloroxCLX | 1.3% | $31m | 324,913 | +9% |
| JPMorgan ChaseJPM | 1.3% | $31m | 94,380 | Held |
| FiservFISV | 1.2% | $31m | 623,289 | +18% |
| Ishares TRIVV | 1.2% | $31m | 40,764 | Held |
| MastercardMA | 1.2% | $30m | 57,479 | Held |
| W.W. GraingerGWW | 1.2% | $29m | 20,964 | Held |
| NvidiaNVDA | 1.1% | $27m | 136,086 | +6% |
| PepsiCoPEP | 1.0% | $25m | 184,915 | Held |
| AlconALC | 0.9% | $21m | 319,605 | -23% |
| NextEra EnergyNEE | 0.8% | $20m | 225,257 | +36% |
| Trane TechnologiesTT | 0.7% | $18m | 37,502 | Held |
| Carlisle CompaniesCSL | 0.7% | $18m | 49,537 | Held |
| J P Morgan Exchange Traded FBBJP | 0.6% | $15m | 200,297 | +29% |
| Labcorp HoldingsLH | 0.6% | $14m | 51,068 | -16% |
| Procter & GamblePG | 0.5% | $13m | 90,519 | +2% |
| MerckMRK | 0.5% | $11m | 87,972 | Held |
| Bank of AmericaBAC | 0.4% | $10m | 178,425 | -2% |
| BroadcomAVGO | 0.4% | $9m | 24,929 | Held |
| Ishares TRIJH | 0.4% | $9m | 121,065 | Held |
| ChewyCHWY | 0.4% | $9m | 474,960 | -34% |
| Ishares TREFA | 0.3% | $9m | 82,689 | +2% |
| Vanguard Intl Equity Index FVWO | 0.3% | $8m | 133,272 | +2% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $8m | 110,272 | +8% |
| Uber TechnologiesUBER | 0.3% | $8m | 106,993 | -6% |
| BXPBXP | 0.3% | $7m | 110,916 | -3% |
| Invesco Exchange Traded FD TRSP | 0.3% | $7m | 34,540 | -2% |
| Coca-ColaKO | 0.3% | $7m | 90,178 | Held |
| DanaherDHR | 0.3% | $7m | 36,996 | +1346% |
| RTXRTX | 0.3% | $7m | 36,949 | Held |
| AbbVieABBV | 0.3% | $6m | 25,459 | Held |
| VisaV | 0.2% | $6m | 17,459 | +21% |
| Automatic Data ProcessingADP | 0.2% | $6m | 26,263 | Held |
| Hayward HoldingsHAYW | 0.2% | $5m | 304,169 | -6% |
| Home DepotHD | 0.2% | $5m | 13,899 | Held |
| Grayscale Bitcoin Trust ETFGBTC | 0.2% | $5m | 102,850 | Held |
| IntelINTC | 0.2% | $4m | 31,800 | Held |
| CaterpillarCAT | 0.2% | $4m | 4,029 | Held |
| Ishares TRIWM | 0.2% | $4m | 14,156 | Held |
| Colgate-PalmoliveCL | 0.2% | $4m | 45,801 | Held |
| Emerson ElectricEMR | 0.2% | $4m | 28,495 | -3% |
| OracleORCL | 0.2% | $4m | 27,485 | Held |
| GentexGNTX | 0.2% | $4m | 148,728 | -3% |
| Hilton Worldwide HoldingsHLT | 0.1% | $4m | 11,177 | Held |
| Ishares TRIJS | 0.1% | $4m | 26,434 | +2% |
| McCormickMKC | 0.1% | $3m | 62,092 | -6% |
| Ishares TREEM | 0.1% | $3m | 45,267 | +2% |
| US BancorpUSB | 0.1% | $3m | 48,421 | Held |
| Thermo Fisher ScientificTMO | 0.1% | $3m | 5,761 | Held |
| General ElectricGE | 0.1% | $3m | 7,686 | +18% |
| Westinghouse Air Brake TechnologiesWAB | 0.1% | $3m | 10,489 | Held |
| Ingersoll RandIR | 0.1% | $3m | 33,090 | Held |
| Air Products & ChemicalsAPD | 0.1% | $3m | 9,191 | -2% |
| AccentureACN | 0.1% | $3m | 20,804 | -6% |
| GE VernovaGEV | 0.1% | $3m | 2,134 | +26% |
| Illinois Tool WorksITW | <0.1% | $2m | 8,763 | Held |
| Mondelez InternationalMDLZ | <0.1% | $2m | 40,506 | -12% |
| CVS HealthCVS | <0.1% | $2m | 21,185 | Held |
| Select Sector Spdr TRXLE | <0.1% | $2m | 40,735 | -7% |
| Union PacificUNP | <0.1% | $2m | 7,778 | Held |
| Abbott LaboratoriesABT | <0.1% | $2m | 23,185 | Held |
| LindeLIN | <0.1% | $2m | 3,965 | -15% |
| DeereDE | <0.1% | $2m | 3,215 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $2m | 2,714 | Held |
| Vanguard World FDVGT | <0.1% | $2m | 16,944 | +6% |
| Global X FDSCOPX | <0.1% | $2m | 24,520 | Held |
| Walt DisneyDIS | <0.1% | $2m | 19,089 | +29% |
| Vanguard Index FDSVOO | <0.1% | $2m | 2,636 | Held |
| AirbnbABNB | <0.1% | $2m | 12,358 | -12% |
| AllegionALLE | <0.1% | $2m | 12,500 | Held |
| ChevronCVX | <0.1% | $2m | 10,563 | -5% |
| DoverDOV | <0.1% | $2m | 7,280 | -4% |
| Marriott InternationalMAR | <0.1% | $2m | 4,291 | Held |
| Select Sector Spdr TRXLK | <0.1% | $2m | 8,061 | +38% |
| McDonald'sMCD | <0.1% | $2m | 5,616 | Held |
| NikeNKE | <0.1% | $1m | 36,041 | Held |
| Vanguard Index FDSVO | <0.1% | $1m | 16,748 | Held |
Showing the largest 100 of 211.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.6% since 30 June 2025.
Where the money is
Technology21.2%
Industrials17.6%
Financial services13.4%
Health care12.2%
Retail & consumer10.1%
Media & telecom7.2%
Everyday goods6.7%
Materials3.6%
Utilities0.9%
Real estate0.3%
Energy0.1%
Other6.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.