Birch Hill Investment Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Birch Hill Investment Advisors Llc disclosed 219 stock positions valued at approximately $2.43B as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, AMAZON COM INC, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 219
- Portfolio Value
- $2.43B
Holdings by Sector
Birch Hill Investment Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 5.89% | 279,241 | -4,313 | -1.52% | $143,222,899 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.48% | 534,992 | -11,753 | -2.15% | $133,293,259 |
| APPLE INC | AAPL | Technology | 4.99% | 363,997 | -3,071 | -0.84% | $121,218,227 |
| AMPHENOL CORP | APH | Technology | 4.82% | 1,389,284 | +669,376 | +92.98% | $117,116,641 |
| ALPHABET INC | GOOGL | Communication Services | 4.36% | 308,068 | -6,597 | -2.10% | $105,999,888 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.30% | 209,721 | -2,862 | -1.35% | $104,430,640 |
| ASML HLDG NV | ASML | Technology | 3.29% | 44,127 | +3,007 | +7.31% | $79,944,388 |
| ECOLAB INC | ECL | Basic Materials | 3.27% | 289,417 | -3,221 | -1.10% | $79,468,120 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 3.26% | 181,995 | -4,058 | -2.18% | $79,227,883 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 3.09% | 143,519 | -4,183 | -2.83% | $75,033,168 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.05% | 561,012 | -11,178 | -1.95% | $74,227,498 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 2.77% | 394,139 | -16,094 | -3.92% | $67,291,305 |
| WATTS WATER TECHNOLOGIES INC | WTS | Industrials | 2.75% | 188,553 | -5,618 | -2.89% | $66,781,702 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 2.57% | 284,328 | -5,169 | -1.79% | $62,532,257 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.57% | 723,022 | -12,355 | -1.68% | $62,411,259 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 2.42% | 158,911 | -785 | -0.49% | $58,917,842 |
| ALPHABET INC | GOOG | Communication Services | 2.37% | 168,724 | -8,288 | -4.68% | $57,491,044 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 2.21% | 202,719 | +24 | +0.01% | $53,635,393 |
| ANALOG DEVICES INC | ADI | Technology | 2.18% | 133,793 | +20,889 | +18.50% | $53,077,021 |
| KROGER CO | KR | Consumer Defensive | 1.79% | 742,371 | -54,009 | -6.78% | $43,517,788 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.63% | 100,630 | -1,837 | -1.79% | $39,695,516 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.35% | 123,912 | -2,713 | -2.14% | $32,804,463 |
| NVIDIA CORPORATION | NVDA | Technology | 1.33% | 141,977 | +5,891 | +4.33% | $32,424,671 |
| ISHARES TR | IVV | Other | 1.28% | 40,547 | -217 | -0.53% | $31,052,597 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.23% | 54,354 | -3,125 | -5.44% | $29,974,825 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.21% | 32,250 | -2,612 | -7.49% | $29,358,465 |
| ISHARES TR | IJR | Other | 1.20% | 215,192 | +1,367 | +0.64% | $29,274,720 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.20% | 88,390 | -5,990 | -6.35% | $29,242,084 |
| FISERV INC | FI | Technology | 1.12% | 601,759 | -21,530 | -3.45% | $27,187,472 |
| CLOROX CO DEL | CLX | Consumer Defensive | 1.03% | 309,588 | -15,325 | -4.72% | $25,079,724 |
Showing 30 of 219 holdings in the latest reporting period.