Q1 2026 · 13F-HR
Birch Hill Investment Advisors LLCholdings as filed
Filed 2026-04-29 · accession 0001172661-26-001564
$2.23B
Reported value
195
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $114.4M | 5.13% | 549,111 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $103.9M | 4.66% | 280,616 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.1M | 4.58% | 212,978 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $93.5M | 4.20% | 325,013 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $92.5M | 4.15% | 579,015 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $91.7M | 4.12% | 361,518 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $88.2M | 3.96% | 698,111 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $77.0M | 3.46% | 289,612 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $74.2M | 3.33% | 427,559 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $67.7M | 3.04% | 188,730 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $67.7M | 3.04% | 279,374 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $67.3M | 3.02% | 150,795 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $59.3M | 2.66% | 740,200 | Common | SOLE |
| 501044101 | KR | KROGER CO | $57.3M | 2.57% | 792,549 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $55.0M | 2.47% | 189,310 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $52.5M | 2.35% | 39,717 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $51.9M | 2.33% | 181,073 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $49.8M | 2.24% | 200,120 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $45.0M | 2.02% | 105,819 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $40.4M | 1.81% | 161,159 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $36.5M | 1.64% | 114,853 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORPORATION | $34.9M | 1.57% | 35,039 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $32.2M | 1.45% | 131,894 | Common | SOLE |
| H01301128 | ALC | ALCON AG | $31.2M | 1.40% | 414,141 | Common | SOLE |
| 189054109 | CLX | CLOROX CO DEL | $30.8M | 1.38% | 297,600 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $29.5M | 1.33% | 529,103 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $28.8M | 1.29% | 185,475 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $28.7M | 1.29% | 57,394 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $28.1M | 1.26% | 95,510 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $26.7M | 1.20% | 40,813 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $26.2M | 1.18% | 210,832 | Common | SOLE |
| 384802104 | GWW | WW GRAINGER INC | $23.2M | 1.04% | 21,286 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $22.4M | 1.01% | 128,610 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $19.3M | 0.87% | 714,246 | Common | SOLE |
| 142339100 | CSL | CARLISLE COS INC | $16.4M | 0.73% | 49,032 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $16.3M | 0.73% | 61,021 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $15.6M | 0.70% | 37,502 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $15.4M | 0.69% | 165,852 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $12.8M | 0.57% | 88,483 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $11.3M | 0.51% | 66,581 | Common | SOLE |
| 46641Q217 | BBJP | J P MORGAN EXCHANGE TRADED F | $10.7M | 0.48% | 155,653 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $10.7M | 0.48% | 88,805 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $8.9M | 0.40% | 182,911 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $8.2M | 0.37% | 113,945 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $8.0M | 0.36% | 118,778 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $7.9M | 0.35% | 81,018 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $7.7M | 0.35% | 24,959 | Common | SOLE |
| 461202103 | INTU | INTUIT | $7.3M | 0.33% | 16,999 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $7.1M | 0.32% | 36,971 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $7.0M | 0.32% | 130,341 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.9M | 0.31% | 90,178 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $6.8M | 0.30% | 35,272 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $6.5M | 0.29% | 101,773 | Common | SOLE |
| 101121101 | BXP | BXP INC | $6.0M | 0.27% | 114,741 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $5.6M | 0.25% | 25,538 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.4M | 0.24% | 102,850 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $5.3M | 0.24% | 26,263 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $4.6M | 0.21% | 13,919 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $4.4M | 0.20% | 22,074 | Common | SOLE |
| 92826C839 | V | VISA INC | $4.4M | 0.20% | 14,396 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HLDGS INC | $4.3M | 0.19% | 324,169 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $4.1M | 0.18% | 27,725 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $4.0M | 0.18% | 46,571 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.8M | 0.17% | 29,363 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $3.5M | 0.16% | 14,075 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $3.4M | 0.15% | 11,187 | Common | SOLE |
| 371901109 | GNTX | GENTEX CORP | $3.4M | 0.15% | 153,950 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $3.3M | 0.15% | 66,150 | Common | SOLE |
| 464287879 | IJS | ISHARES TR | $3.1M | 0.14% | 25,794 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $2.9M | 0.13% | 4,044 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $2.8M | 0.13% | 5,761 | Common | SOLE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $2.7M | 0.12% | 9,401 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $2.7M | 0.12% | 43,620 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $2.7M | 0.12% | 33,090 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $2.6M | 0.12% | 45,929 | Common | SOLE |
| 929740108 | WAB | WABTEC | $2.6M | 0.12% | 10,489 | Common | SOLE |
| 902973304 | USB | US BANCORP | $2.6M | 0.11% | 49,120 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $2.5M | 0.11% | 44,237 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $2.4M | 0.11% | 14,795 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $2.4M | 0.11% | 23,335 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $2.3M | 0.10% | 4,660 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $2.3M | 0.10% | 11,113 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $2.3M | 0.10% | 8,763 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $1.9M | 0.09% | 5,367 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $1.9M | 0.09% | 35,944 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $1.9M | 0.08% | 7,778 | Common | SOLE |
| 37954Y830 | COPX | GLOBAL X FDS | $1.9M | 0.08% | 24,520 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.9M | 0.08% | 6,536 | Common | SOLE |
| G0176J109 | ALLE | ALLEGION PLC | $1.8M | 0.08% | 12,500 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.8M | 0.08% | 3,215 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.08% | 2,724 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.8M | 0.08% | 13,994 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.8M | 0.08% | 5,646 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $1.6M | 0.07% | 7,605 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.6M | 0.07% | 2,651 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $1.5M | 0.07% | 21,185 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $1.5M | 0.07% | 11,909 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.5M | 0.07% | 1,694 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.4M | 0.06% | 14,805 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $1.4M | 0.06% | 4,291 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $1.4M | 0.06% | 31,800 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.4M | 0.06% | 6,104 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $1.4M | 0.06% | 1,995 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $1.2M | 0.05% | 6,495 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.2M | 0.05% | 4,187 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.2M | 0.05% | 3,125 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $1.1M | 0.05% | 1,910 | Common | SOLE |
| 464287499 | IWR | ISHARES TR | $1.0M | 0.05% | 10,706 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $1.0M | 0.05% | 7,888 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $1.0M | 0.05% | 7,584 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $1.0M | 0.05% | 17,891 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $999,049 | 0.04% | 10,155 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $964,625 | 0.04% | 1,686 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $939,080 | 0.04% | 10,652 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $908,352 | 0.04% | 3,625 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $904,575 | 0.04% | 5,471 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $862,542 | 0.04% | 28,761 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $857,584 | 0.04% | 6,200 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $830,268 | 0.04% | 8,683 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $797,539 | 0.04% | 7,051 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $792,330 | 0.04% | 10,500 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $791,390 | 0.04% | 3,748 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $789,643 | 0.04% | 2,217 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $774,940 | 0.03% | 5,831 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $757,858 | 0.03% | 180 | Common | SOLE |
| 25746U109 | D | DOMINION ENERGY INC | $747,218 | 0.03% | 12,087 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $730,943 | 0.03% | 5,033 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $724,811 | 0.03% | 2,060 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $690,421 | 0.03% | 2,636 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $689,957 | 0.03% | 2,281 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $664,016 | 0.03% | 14,122 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $654,562 | 0.03% | 2,344 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $645,737 | 0.03% | 15,530 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $623,604 | 0.03% | 678 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $619,135 | 0.03% | 6,450 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $618,096 | 0.03% | 8,495 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $606,966 | 0.03% | 5,450 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $604,500 | 0.03% | 6,500 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $602,456 | 0.03% | 21,455 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $580,952 | 0.03% | 7,537 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $537,862 | 0.02% | 1,250 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $533,922 | 0.02% | 3,650 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $532,168 | 0.02% | 3,540 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $528,744 | 0.02% | 625 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $527,694 | 0.02% | 10,512 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $504,343 | 0.02% | 5,571 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $495,914 | 0.02% | 1,467 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $495,893 | 0.02% | 1,293 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $485,186 | 0.02% | 2,559 | Common | SOLE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $441,119 | 0.02% | 1,537 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $433,293 | 0.02% | 4,792 | Common | SOLE |
| 921910816 | MGK | VANGUARD WORLD FD | $422,923 | 0.02% | 1,151 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $422,620 | 0.02% | 11,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $419,799 | 0.02% | 1,727 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $404,339 | 0.02% | 5,079 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $402,832 | 0.02% | 2,720 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $399,806 | 0.02% | 3,299 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $372,086 | 0.02% | 3,031 | Common | SOLE |
| 053611109 | AVY | AVERY DENNISON CORP | $359,347 | 0.02% | 2,081 | Common | SOLE |
| 02209S103 | MO | ALTRIA GROUP INC | $356,346 | 0.02% | 5,400 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $354,504 | 0.02% | 4,382 | Common | SOLE |
| 693506107 | PPG | PPG INDS INC | $354,307 | 0.02% | 3,315 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $350,678 | 0.02% | 5,782 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $348,264 | 0.02% | 2,215 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $344,018 | 0.02% | 1,522 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $332,939 | 0.01% | 4,291 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $324,783 | 0.01% | 2,522 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $307,910 | 0.01% | 1,871 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $301,381 | 0.01% | 7,484 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $295,110 | 0.01% | 1,800 | Common | SOLE |
| 78467Y107 | MDY | STATE STR SPDR S&P MIDCAP 40 | $292,961 | 0.01% | 475 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $289,041 | 0.01% | 1,344 | Common | SOLE |
| 97717W307 | DLN | WISDOMTREE TR | $285,856 | 0.01% | 3,200 | Common | SOLE |
| 00206R102 | T | AT&T INC | $280,652 | 0.01% | 9,681 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $275,035 | 0.01% | 6,700 | Common | SOLE |
| 46138G516 | RSPE | INVESCO EXCH TRADED FD TR II | $272,536 | 0.01% | 9,260 | Common | SOLE |
| 37954Y293 | MLPX | GLOBAL X FDS | $270,936 | 0.01% | 3,666 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $270,475 | 0.01% | 620 | Common | SOLE |
| 60741F104 | MBLY | MOBILEYE GLOBAL INC | $268,617 | 0.01% | 39,100 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $260,780 | 0.01% | 8,500 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $260,575 | 0.01% | 875 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $251,643 | 0.01% | 1,237 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $251,048 | 0.01% | 800 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $247,333 | 0.01% | 504 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $244,741 | 0.01% | 450 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $243,174 | 0.01% | 758 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $236,113 | 0.01% | 32,300 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $235,693 | 0.01% | 1,088 | Common | SOLE |
| 464287689 | IWV | ISHARES TR | $233,528 | 0.01% | 630 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $227,762 | 0.01% | 1,152 | Common | SOLE |
| 74316P579 | AKRE | PROFESIONALLY MANAGED PORTFO | $211,400 | 0.01% | 4,000 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $207,464 | 0.01% | 3,030 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $204,574 | 0.01% | 2,868 | Common | SOLE |
| 904767803 | UL | UNILEVER PLC | $202,471 | 0.01% | 3,554 | Common | SOLE |
| 81749D107 | SERA | SERA PROGNOSTICS INC | $55,405 | 0.00% | 27,293 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.