Birch Hill Investment Advisors Llc Portfolio Stock Holdings
Birch Hill Investment Advisors Llc disclosed 211 stock positions valued at approximately $2.5 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, AMPHENOL CORP, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 211
- Portfolio Value
- $2.5B
Holdings by Sector
Birch Hill Investment Advisors Llc Portfolio Holdings in Q2 2026
207 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.28% | 546,745 | -2,366 | -0.43% | $130,311,205 |
| AMPHENOL CORP | APH | Technology | 5.14% | 719,908 | +21,797 | +3.12% | $126,934,179 |
| ALPHABET INC | GOOGL | Communication Services | 4.55% | 314,665 | -10,348 | -3.18% | $112,451,676 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.31% | 212,583 | -395 | -0.19% | $106,374,476 |
| APPLE INC | AAPL | Technology | 4.30% | 367,068 | +5,550 | +1.54% | $106,214,750 |
| MICROSOFT CORP | MSFT | Technology | 4.28% | 283,554 | +2,938 | +1.05% | $105,771,451 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 3.73% | 186,053 | -2,677 | -1.42% | $92,111,119 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.51% | 572,190 | -6,825 | -1.18% | $86,686,785 |
| ASML HLDG NV | ASML | Other | 3.31% | 41,120 | +1,403 | +3.53% | $81,805,773 |
| ECOLAB INC | ECL | Basic Materials | 3.30% | 292,638 | +3,026 | +1.04% | $81,531,873 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 3.30% | 289,497 | +10,123 | +3.62% | $81,409,451 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 3.08% | 194,171 | +4,861 | +2.57% | $76,008,238 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.97% | 147,702 | -3,093 | -2.05% | $73,368,014 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 2.77% | 410,233 | -17,326 | -4.05% | $68,373,488 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.69% | 735,377 | -4,823 | -0.65% | $66,522,203 |
| ALPHABET INC | GOOG | Communication Services | 2.53% | 177,012 | -4,061 | -2.24% | $62,543,679 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 2.32% | 159,696 | -1,463 | -0.91% | $57,330,864 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 2.18% | 202,695 | +2,575 | +1.29% | $53,817,549 |
| ANALOG DEVICES INC | ADI | Technology | 1.82% | 112,904 | -1,949 | -1.70% | $44,842,082 |
| KROGER CO | KR | Consumer Defensive | 1.79% | 796,380 | +3,831 | +0.48% | $44,222,981 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.69% | 102,467 | -3,352 | -3.17% | $41,730,710 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.32% | 34,862 | -177 | -0.51% | $32,612,355 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.30% | 126,625 | -5,269 | -3.99% | $32,158,951 |
| ISHARES TR | IJR | Other | 1.28% | 213,825 | +2,993 | +1.42% | $31,712,388 |
| CLOROX CO DEL | CLX | Consumer Defensive | 1.26% | 324,913 | +27,313 | +9.18% | $31,009,697 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.25% | 94,380 | -1,130 | -1.18% | $30,893,426 |
| FISERV INC | FI | Technology | 1.24% | 623,289 | +94,186 | +17.80% | $30,572,325 |
| ISHARES TR | IVV | Other | 1.24% | 40,764 | -49 | -0.12% | $30,527,438 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.20% | 57,479 | +85 | +0.15% | $29,521,423 |
| WW GRAINGER INC | GWW | Industrials | 1.16% | 20,964 | -322 | -1.51% | $28,519,426 |
| NVIDIA CORPORATION | NVDA | Technology | 1.10% | 136,086 | +7,476 | +5.81% | $27,229,416 |
| PEPSICO INC | PEP | Consumer Defensive | 1.01% | 184,915 | -560 | -0.30% | $25,037,448 |
| ALCON AG | ALC | Other | 0.87% | 319,605 | -94,536 | -22.83% | $21,445,495 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.80% | 225,257 | +59,405 | +35.82% | $19,770,807 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.75% | 37,502 | - | - | $18,419,482 |
| CARLISLE COS INC | CSL | Industrials | 0.73% | 49,537 | +505 | +1.03% | $17,969,547 |
| J P MORGAN EXCHANGE TRADED F | BBJP | Other | 0.61% | 200,297 | +44,644 | +28.68% | $15,084,367 |
| LABCORP HOLDINGS INC | LH | Healthcare | 0.58% | 51,068 | -9,953 | -16.31% | $14,299,040 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.54% | 90,519 | +2,036 | +2.30% | $13,273,706 |
| MERCK & CO INC | MRK | Healthcare | 0.46% | 87,972 | -833 | -0.94% | $11,304,369 |
| BANK OF AMER CORP | BAC | Financial Services | 0.41% | 178,425 | -4,486 | -2.45% | $10,166,656 |
| BROADCOM INC | AVGO | Technology | 0.38% | 24,929 | -30 | -0.12% | $9,416,930 |
| ISHARES TR | IJH | Other | 0.38% | 121,065 | +2,287 | +1.93% | $9,335,335 |
| CHEWY INC | CHWY | Consumer Cyclical | 0.38% | 474,960 | -239,286 | -33.50% | $9,332,964 |
| ISHARES TR | EFA | Other | 0.35% | 82,689 | +1,671 | +2.06% | $8,589,733 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.32% | 133,272 | +2,931 | +2.25% | $7,955,006 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.32% | 110,272 | +8,499 | +8.35% | $7,856,880 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.31% | 106,993 | -6,952 | -6.10% | $7,720,615 |
| BXP INC | BXP | Real Estate | 0.30% | 110,916 | -3,825 | -3.33% | $7,354,840 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.30% | 34,540 | -732 | -2.08% | $7,349,076 |
| COCA COLA CO | KO | Consumer Defensive | 0.30% | 90,178 | - | - | $7,328,766 |
| DANAHER CORP DEL | DHR | Healthcare | 0.29% | 36,996 | +34,437 | +1345.72% | $7,046,998 |
| RTX CORPORATION | RTX | Industrials | 0.28% | 36,949 | -22 | -0.06% | $7,010,334 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 25,459 | -79 | -0.31% | $6,406,415 |
| VISA INC | V | Financial Services | 0.24% | 17,459 | +3,063 | +21.28% | $5,990,097 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.24% | 26,263 | - | - | $5,881,599 |
| HAYWARD HLDGS INC | HAYW | Industrials | 0.21% | 304,169 | -20,000 | -6.17% | $5,265,165 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.20% | 13,899 | -20 | -0.14% | $4,901,899 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.19% | 102,850 | - | - | $4,681,732 |
| INTEL CORP | INTC | Technology | 0.18% | 31,800 | - | - | $4,440,234 |
| CATERPILLAR INC | CAT | Industrials | 0.17% | 4,029 | -15 | -0.37% | $4,290,482 |
| ISHARES TR | IWM | Other | 0.17% | 14,156 | +81 | +0.58% | $4,253,170 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.17% | 45,801 | -770 | -1.65% | $4,199,036 |
| EMERSON ELEC CO | EMR | Industrials | 0.17% | 28,495 | -868 | -2.96% | $4,079,059 |
| ORACLE CORP | ORCL | Technology | 0.16% | 27,485 | -240 | -0.87% | $4,027,890 |
| GENTEX CORP | GNTX | Consumer Cyclical | 0.15% | 148,728 | -5,222 | -3.39% | $3,758,357 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.15% | 11,177 | -10 | -0.09% | $3,693,551 |
| ISHARES TR | IJS | Other | 0.15% | 26,434 | +640 | +2.48% | $3,613,013 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.13% | 62,092 | -4,058 | -6.13% | $3,130,679 |
| ISHARES TR | EEM | Other | 0.13% | 45,267 | +1,030 | +2.33% | $3,096,715 |
| US BANCORP | USB | Financial Services | 0.12% | 48,421 | -699 | -1.42% | $2,924,628 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.12% | 5,761 | - | - | $2,888,335 |
| GE AEROSPACE | GE | Industrials | 0.12% | 7,686 | +1,150 | +17.59% | $2,872,495 |
| WABTEC | WAB | Industrials | 0.11% | 10,489 | - | - | $2,827,834 |
| INGERSOLL RAND INC | IR | Industrials | 0.11% | 33,090 | - | - | $2,713,049 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.11% | 9,191 | -210 | -2.23% | $2,694,617 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.10% | 20,804 | -1,270 | -5.75% | $2,588,850 |
| GE VERNOVA INC | GEV | Utilities | 0.10% | 2,134 | +440 | +25.97% | $2,507,151 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.10% | 8,763 | - | - | $2,370,129 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.09% | 40,506 | -5,423 | -11.81% | $2,342,867 |
| CVS HEALTH CORP | CVS | Healthcare | 0.09% | 21,185 | - | - | $2,191,588 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.09% | 40,735 | -2,885 | -6.61% | $2,163,436 |
| UNION PAC CORP | UNP | Industrials | 0.09% | 7,778 | - | - | $2,115,616 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.09% | 23,185 | -150 | -0.64% | $2,103,835 |
| LINDE PLC | LIN | Other | 0.08% | 3,965 | -695 | -14.91% | $2,057,365 |
| DEERE & CO | DE | Industrials | 0.08% | 3,215 | - | - | $2,039,371 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.08% | 2,714 | -10 | -0.37% | $2,026,743 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 16,944 | +14,949 | +749.32% | $2,025,147 |
| GLOBAL X FDS | COPX | Other | 0.08% | 24,520 | - | - | $1,887,304 |
| DISNEY WALT CO | DIS | Communication Services | 0.07% | 19,089 | +4,284 | +28.94% | $1,837,316 |
| VANGUARD INDEX FDS | VOO | Other | 0.07% | 2,636 | -15 | -0.57% | $1,810,656 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.07% | 12,358 | -1,636 | -11.69% | $1,768,391 |
| ALLEGION PLC | G0176J109 | Other | 0.07% | 12,500 | - | - | $1,756,125 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 10,563 | -550 | -4.95% | $1,750,923 |
| DOVER CORP | DOV | Industrials | 0.07% | 7,280 | -325 | -4.27% | $1,632,758 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.06% | 4,291 | - | - | $1,590,202 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.06% | 8,061 | +2,230 | +38.24% | $1,535,782 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 5,616 | -30 | -0.53% | $1,518,061 |
| NIKE INC | NKE | Consumer Cyclical | 0.06% | 36,041 | +97 | +0.27% | $1,479,483 |
| VANGUARD INDEX FDS | VO | Other | 0.05% | 16,748 | +12,561 | +300.00% | $1,349,386 |