Birch Hill Investment Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1424177
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.2B
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Birch Hill Investment Advisors LLC disclosed 195 positions worth $2.2B in its Form 13F-HR for Q1 2026, led by $AMZN (AMAZON COM INC) at 5.1% of the equity portfolio, followed by $MSFT and $BRK.B. During the quarter the fund opened 2 new positions and exited 8 — including a new stake in $COMP and a full exit from $KVUE. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from Birch Hill Investment Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1424177.
AI Fund Analysis
Diversifying
Sector Allocation
TechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcareMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 74.6#152
Quality
$114.4M549,111 sh - 83.7#15
Quality
$103.9M280,616 sh - 64.5#634
Quality
$102.1M212,978 sh - 80.2
Quality
$93.5M325,013 sh - 70.7
Quality
$92.5M579,015 sh - 76.1
Quality
$91.7M361,518 sh - 80.5
Quality
$88.2M698,111 sh - 64.3
Quality
$77.0M289,612 sh - 71.5
Quality
$74.2M427,559 sh - 68.2
Quality
$67.7M188,730 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 74.6#152 | $114.4M | 549,111 |
 MICROSOFT CORP$MSFT | 83.7#15 | $103.9M | 280,616 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $102.1M | 212,978 |
 Alphabet Inc.$GOOG | 80.2 | $93.5M | 325,013 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $92.5M | 579,015 |
 Apple Inc.$AAPL | 76.1 | $91.7M | 361,518 |
 AMPHENOL CORP /DE/$APH | 80.5 | $88.2M | 698,111 |
 ECOLAB INC.$ECL | 64.3 | $77.0M | 289,612 |
 MARSH & MCLENNAN COMPANIES, INC.$MRSH | 71.5 | $74.2M | 427,559 |
 ROCKWELL AUTOMATION, INC$ROK | 68.2 | $67.7M | 188,730 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Birch Hill Investment Advisors LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Technology
$627.2M
Financials
$311.9M
Consumer Discretionary
$302.0M
Industrials
$300.1M
Healthcare
$272.1M
Materials
$131.0M
Other
$123.6M
Consumer Staples
$117.0M
Full Holdings — Birch Hill Investment Advisors LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $114.4M | 5.1% | +2% | 74.6 |
| 2 | $MSFT | MICROSOFT CORP | $103.9M | 4.7% | -1% | 83.7 |
| 3 | $BRK.B | BERKSHIRE HATHAWAY INC | $102.1M | 4.6% | -2% | 64.5 |
| 4 | $GOOG | Alphabet Inc. | $93.5M | 4.2% | -10% | 80.2 |
| 5 | $TJX | TJX COMPANIES INC /DE/ | $92.5M | 4.2% | -3% | 70.7 |
| 6 | $AAPL | Apple Inc. | $91.7M | 4.1% | -0% | 76.1 |
| 7 | $APH | AMPHENOL CORP /DE/ | $88.2M | 4.0% | -5% | 80.5 |
| 8 | $ECL | ECOLAB INC. | $77.0M | 3.5% | -1% | 64.3 |
| 9 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $74.2M | 3.3% | -3% | 71.5 |
| 10 | $ROK | ROCKWELL AUTOMATION, INC | $67.7M | 3.0% | -2% | 68.2 |
| 11 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $67.7M | 3.0% | -1% | 66.7 |
| 12 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $67.3M | 3.0% | -1% | 76.6 |
| 13 |  $EW | Edwards Lifesciences Corp | $59.3M | 2.7% | -0% | 67.6 |
| 14 |  $KR | KROGER CO | $57.3M | 2.6% | -0% | 51.1 |
| 15 |  $WTS | WATTS WATER TECHNOLOGIES INC | $55.0M | 2.5% | -0% | 70.7 |
| 16 |  $ASML | ASML HOLDING NV | $52.5M | 2.4% | +0% | — |
| 17 |  $GOOGL | Alphabet Inc. | $51.9M | 2.3% | -4% | 80.2 |
| 18 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $49.8M | 2.2% | -0% | 67.5 |
| 19 |  $SPGI | S&P Global Inc. | $45.0M | 2.0% | -0% | 79.4 |
| 20 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $40.4M | 1.8% | +6% | 66.8 |
| 21 |  $ADI | ANALOG DEVICES INC | $36.5M | 1.6% | -1% | 76.2 |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $34.9M | 1.6% | -1% | 67 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $32.2M | 1.4% | -2% | 72.8 |
| 24 |  $ALC | ALCON INC | $31.2M | 1.4% | -6% | — |
| 25 |  $CLX | CLOROX CO /DE/ | $30.8M | 1.4% | +36% | 63.5 |
| 26 |  $FISV | FISERV INC | $29.5M | 1.3% | +8% | 67.4 |
| 27 |  $PEP | PEPSICO INC | $28.8M | 1.3% | +0% | 62.7 |
| 28 |  $MA | Mastercard Inc | $28.7M | 1.3% | -1% | 81.7 |
| 29 |  $JPM | JPMORGAN CHASE & CO | $28.1M | 1.3% | -1% | 35.6 |
| 30 | — | ISHARES TR | $26.7M | 1.2% | -0% | — |
| 31 | — | ISHARES TR | $26.2M | 1.2% | -0% | — |
| 32 |  $GWW | W.W. GRAINGER, INC. | $23.2M | 1.0% | -0% | 69.5 |
| 33 |  $NVDA | NVIDIA CORP | $22.4M | 1.0% | +8% | 90.2 |
| 34 |  $CHWY | Chewy, Inc. | $19.3M | 0.9% | +56% | 61.3 |
| 35 |  $CSL | CARLISLE COMPANIES INC | $16.4M | 0.7% | +3% | 65 |
| 36 |  $LH | LABCORP HOLDINGS INC. | $16.3M | 0.7% | -26% | 54.8 |
| 37 |  $TT | Trane Technologies plc | $15.6M | 0.7% | +0% | — |
| 38 |  $NEE | NEXTERA ENERGY INC | $15.4M | 0.7% | +5% | 71.7 |
| 39 |  $PG | PROCTER & GAMBLE Co | $12.8M | 0.6% | +9% | 72.9 |
| 40 |  $XOM | EXXON MOBIL CORP | $11.3M | 0.5% | -2% | 61.8 |
| 41 | — | J P MORGAN EXCHANGE TRADED F | $10.7M | 0.5% | +4% | — |
| 42 |  $MRK | Merck & Co., Inc. | $10.7M | 0.5% | -1% | 70.9 |
| 43 |  $BAC | BANK OF AMERICA CORP /DE/ | $8.9M | 0.4% | -8% | 68.4 |
| 44 |  $UBER | Uber Technologies, Inc | $8.2M | 0.4% | -3% | 79.3 |
| 45 | — | ISHARES TR | $8.0M | 0.4% | +0% | — |
| 46 | — | ISHARES TR | $7.9M | 0.3% | +4% | — |
| 47 |  $AVGO | Broadcom Inc. | $7.7M | 0.3% | +1% | 86.4 |
| 48 |  $INTU | INTUIT INC. | $7.3M | 0.3% | -81% | 82 |
| 49 |  $RTX | RTX Corp | $7.1M | 0.3% | -0% | 70 |
| 50 | — | VANGUARD INTL EQUITY INDEX F | $7.0M | 0.3% | +8% | — |
| 51 |  $KO | COCA COLA CO | $6.9M | 0.3% | -0% | 74 |
| 52 |  $IVZ | Invesco Ltd. | $6.8M | 0.3% | +22% | — |
| 53 | — | VANGUARD TAX-MANAGED FDS | $6.5M | 0.3% | +32% | — |
| 54 |  $BXP | BXP, Inc. | $6.0M | 0.3% | -5% | 50.9 |
| 55 |  $ABBV | AbbVie Inc. | $5.6M | 0.3% | -2% | 59.3 |
| 56 |  $GBTC | Grayscale Bitcoin Trust ETF | $5.4M | 0.2% | +0% | — |
| 57 |  $ADP | AUTOMATIC DATA PROCESSING INC | $5.3M | 0.2% | -5% | 77.9 |
| 58 |  $HD | HOME DEPOT, INC. | $4.6M | 0.2% | +0% | 69.2 |
| 59 |  $ACN | Accenture plc | $4.4M | 0.2% | -7% | — |
| 60 |  $V | VISA INC. | $4.4M | 0.2% | +11% | 83.5 |
| 61 |  $HAYW | Hayward Holdings, Inc. | $4.3M | 0.2% | +0% | 58.3 |
| 62 |  $ORCL | ORACLE CORP | $4.1M | 0.2% | -4% | 67.2 |
| 63 |  $CL | COLGATE PALMOLIVE CO | $4.0M | 0.2% | -2% | 72.4 |
| 64 |  $EMR | EMERSON ELECTRIC CO | $3.8M | 0.2% | -0% | 65.9 |
| 65 | — | ISHARES TR | $3.5M | 0.2% | +0% | — |
| 66 |  $HLT | Hilton Worldwide Holdings Inc. | $3.4M | 0.1% | +4% | 73.1 |
| 67 |  $GNTX | GENTEX CORP | $3.4M | 0.1% | -8% | 65.5 |
| 68 |  $MKC | MCCORMICK & CO INC | $3.3M | 0.1% | -1% | 73.7 |
| 69 | — | ISHARES TR | $3.1M | 0.1% | +0% | — |
| 70 |  $CAT | CATERPILLAR INC | $2.9M | 0.1% | +0% | 67.8 |
| 71 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.8M | 0.1% | -0% | 63.7 |
| 72 |  $APD | Air Products & Chemicals, Inc. | $2.7M | 0.1% | +4% | 41.2 |
| 73 | — | SELECT SECTOR SPDR TR | $2.7M | 0.1% | -1% | — |
| 74 |  $IR | Ingersoll Rand Inc. | $2.7M | 0.1% | +0% | 55.4 |
| 75 |  $MDLZ | Mondelez International, Inc. | $2.6M | 0.1% | -49% | 53.9 |
| 76 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2.6M | 0.1% | -6% | 70.8 |
| 77 |  $USB | US BANCORP DE | $2.6M | 0.1% | -2% | 71.4 |
| 78 | — | ISHARES TR | $2.5M | 0.1% | +0% | — |
| 79 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $2.4M | 0.1% | +66% | 77.6 |
| 80 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.1% | -5% | 67 |
| 81 |  $LIN | LINDE PLC | $2.3M | 0.1% | -3% | — |
| 82 |  $CVX | CHEVRON CORP | $2.3M | 0.1% | -4% | 54.7 |
| 83 |  $ITW | ILLINOIS TOOL WORKS INC | $2.3M | 0.1% | +0% | 71.2 |
| 84 |  $ROP | ROPER TECHNOLOGIES INC | $1.9M | 0.1% | -32% | 72.2 |
| 85 |  $NKE | NIKE, Inc. | $1.9M | 0.1% | +6% | 53.4 |
| 86 |  $UNP | UNION PACIFIC CORP | $1.9M | 0.1% | -3% | 74 |
| 87 | — | GLOBAL X FDS | $1.9M | 0.1% | +0% | — |
| 88 |  $GE | GENERAL ELECTRIC CO | $1.9M | 0.1% | +12% | 74.8 |
| 89 |  $ALLE | Allegion plc | $1.8M | 0.1% | +0% | — |
| 90 |  $DE | DEERE & CO | $1.8M | 0.1% | +0% | 57.4 |
| 91 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.1% | -0% | — |
| 92 |  $ABNB | Airbnb, Inc. | $1.8M | 0.1% | +3% | 70.1 |
| 93 |  $MCD | MCDONALDS CORP | $1.8M | 0.1% | +0% | 73.9 |
| 94 |  $DOV | DOVER Corp | $1.6M | 0.1% | -3% | 63.1 |
| 95 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | -1% | — |
| 96 |  $CVS | CVS HEALTH Corp | $1.5M | 0.1% | -1% | 51.3 |
| 97 |  $WMT | Walmart Inc. | $1.5M | 0.1% | +0% | 63.2 |
| 98 |  $GEV | GE Vernova Inc. | $1.5M | 0.1% | +26% | 70.1 |
| 99 |  $DIS | Walt Disney Co | $1.4M | 0.1% | -12% | 68.9 |
| 100 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.4M | 0.1% | +0% | 65.9 |
| 101 |  $INTC | INTEL CORP | $1.4M | 0.1% | +0% | 41.5 |
| 102 |  $WM | WASTE MANAGEMENT INC | $1.4M | 0.1% | +0% | 70.7 |
| 103 | — | VANGUARD WORLD FD | $1.4M | 0.1% | +9% | — |
| 104 |  $CRM | Salesforce, Inc. | $1.2M | 0.1% | -23% | 75.2 |
| 105 | — | VANGUARD INDEX FDS | $1.2M | 0.1% | +0% | — |
| 106 |  $TSLA | Tesla, Inc. | $1.2M | 0.1% | +21% | 50.1 |
| 107 |  $IDXX | IDEXX LABORATORIES INC /DE | $1.1M | 0.1% | +0% | 73.6 |
| 108 | — | ISHARES TR | $1.0M | 0.1% | +0% | — |
| 109 |  $DUK | Duke Energy CORP | $1.0M | 0.1% | +0% | 64 |
| 110 |  $SITE | SiteOne Landscape Supply, Inc. | $1.0M | 0.1% | +17% | 47 |
| 111 |  $CARR | CARRIER GLOBAL Corp | $1.0M | 0.1% | +0% | 61.5 |
| 112 |  $UPS | UNITED PARCEL SERVICE INC | $999,049 | 0.0% | -12% | 58.2 |
| 113 |  $META | Meta Platforms, Inc. | $964,625 | 0.0% | -1% | 80.9 |
| 114 |  $IAU | ISHARES GOLD TRUST | $939,080 | 0.0% | +10% | — |
| 115 |  $VRT | Vertiv Holdings Co | $908,352 | 0.0% | +31% | 82.7 |
| 116 |  $PM | Philip Morris International Inc. | $904,575 | 0.0% | -1% | 80.5 |
| 117 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $862,542 | 0.0% | +0% | — |
| 118 | $DOV | DOVER Corp | $857,584 | 0.0% | NEW | 63.1 |
| 119 | — | ISHARES TR | $830,268 | 0.0% | +2% | — |
| 120 | — | ISHARES TR | $797,539 | 0.0% | +0% | — |
| 121 |  $NTR | Nutrien Ltd. | $792,330 | 0.0% | -3% | — |
| 122 | — | ISHARES TR | $791,390 | 0.0% | +1% | — |
| 123 |  $FDX | FEDEX CORP | $789,643 | 0.0% | +0% | 60.3 |
| 124 | — | SELECT SECTOR SPDR TR | $774,940 | 0.0% | +38% | — |
| 125 |  $BKNG | Booking Holdings Inc. | $757,858 | 0.0% | -16% | 55.3 |
| 126 |  $D | DOMINION ENERGY, INC | $747,218 | 0.0% | -4% | 74.9 |
| 127 |  $MMM | 3M CO | $730,943 | 0.0% | +0% | 60.7 |
| 128 |  $AMGN | AMGEN INC | $724,811 | 0.0% | +0% | 79.5 |
| 129 | — | VANGUARD INDEX FDS | $690,421 | 0.0% | +1% | — |
| 130 |  $AXP | AMERICAN EXPRESS CO | $689,957 | 0.0% | +0% | 73.2 |
| 131 | — | ISHARES TR | $664,016 | 0.0% | +0% | — |
| 132 |  $CEG | Constellation Energy Corp | $654,562 | 0.0% | +15% | 62.5 |
| 133 |  $KMX | CARMAX INC | $645,737 | 0.0% | -5% | 54.1 |
| 134 |  $LLY | ELI LILLY & Co | $623,604 | 0.0% | +10% | 89.3 |
| 135 |  $ACGL | ARCH CAPITAL GROUP LTD. | $619,135 | 0.0% | +0% | — |
| 136 |  $BC | BRUNSWICK CORP | $618,096 | 0.0% | -26% | 39.4 |
| 137 | — | ISHARES TR | $606,966 | 0.0% | +0% | — |
| 138 |  $SHEL | Shell plc | $604,500 | 0.0% | +0% | — |
| 139 |  $PFE | PFIZER INC | $602,456 | 0.0% | -2% | 69 |
| 140 |  $OTIS | Otis Worldwide Corp | $580,952 | 0.0% | +0% | 60.3 |
| 141 |  $GLD | SPDR GOLD TRUST | $537,862 | 0.0% | +1% | — |
| 142 |  $PLTR | Palantir Technologies Inc. | $533,922 | 0.0% | -19% | 85.8 |
| 143 |  $VST | Vistra Corp. | $532,168 | 0.0% | +10% | 62.9 |
| 144 |  $GS | GOLDMAN SACHS GROUP INC | $528,744 | 0.0% | +0% | — |
| 145 |  $VZ | VERIZON COMMUNICATIONS INC | $527,694 | 0.0% | +0% | 71.6 |
| 146 | — | ISHARES TR | $504,343 | 0.0% | +0% | — |
| 147 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $495,914 | 0.0% | +21% | — |
| 148 | — | VANECK ETF TRUST | $495,893 | 0.0% | +0% | — |
| 149 |  $DHR | DANAHER CORP /DE/ | $485,186 | 0.0% | -1% | 63.9 |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $441,119 | 0.0% | +0% | 70.8 |
| 151 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $433,293 | 0.0% | -10% | 64.9 |
| 152 | — | VANGUARD WORLD FD | $422,923 | 0.0% | +0% | — |
| 153 |  $IBIT | iShares Bitcoin Trust ETF | $422,620 | 0.0% | +0% | — |
| 154 |  $ADBE | ADOBE INC. | $419,799 | 0.0% | -38% | 80.4 |
| 155 |  $WFC | WELLS FARGO & COMPANY/MN | $404,339 | 0.0% | +0% | — |
| 156 | — | VANGUARD WHITEHALL FDS | $402,832 | 0.0% | +0% | — |
| 157 | — | ISHARES TR | $399,806 | 0.0% | +2% | — |
| 158 |  $ANET | Arista Networks, Inc. | $372,086 | 0.0% | +89% | 86 |
| 159 |  $AVY | Avery Dennison Corp | $359,347 | 0.0% | +0% | 62.9 |
| 160 |  $MO | ALTRIA GROUP, INC. | $356,346 | 0.0% | +0% | 72.1 |
| 161 |  $CAVA | CAVA GROUP, INC. | $354,504 | 0.0% | -27% | 62.7 |
| 162 |  $PPG | PPG INDUSTRIES INC | $354,307 | 0.0% | -14% | 57.1 |
| 163 |  $BMY | BRISTOL MYERS SQUIBB CO | $350,678 | 0.0% | +0% | 70.1 |
| 164 |  $BDX | BECTON DICKINSON & CO | $348,264 | 0.0% | +0% | 50.7 |
| 165 |  $HON | HONEYWELL INTERNATIONAL INC | $344,018 | 0.0% | +0% | 65.7 |
| 166 |  $CSCO | CISCO SYSTEMS, INC. | $332,939 | 0.0% | -10% | 72.3 |
| 167 |  $QCOM | QUALCOMM INC/DE | $324,783 | 0.0% | +0% | 81.9 |
| 168 |  $MS | MORGAN STANLEY | $307,910 | 0.0% | +0% | — |
| 169 |  $WTRG | Essential Utilities, Inc. | $301,381 | 0.0% | +0% | 70.9 |
| 170 |  $MSA | MSA Safety Inc | $295,110 | 0.0% | +0% | 59.1 |
| 171 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $292,961 | 0.0% | +0% | — |
| 172 | — | VANGUARD SPECIALIZED FUNDS | $289,041 | 0.0% | +0% | — |
| 173 |  $WT | WisdomTree, Inc. | $285,856 | 0.0% | +0% | 62.9 |
| 174 |  $T | AT&T INC. | $280,652 | 0.0% | +1% | 71.9 |
| 175 |  $CSX | CSX CORP | $275,035 | 0.0% | +0% | 66.4 |
| 176 | — | INVESCO EXCH TRADED FD TR II | $272,536 | 0.0% | +5% | — |
| 177 | — | GLOBAL X FDS | $270,936 | 0.0% | +0% | — |
| 178 |  $MCO | MOODYS CORP /DE/ | $270,475 | 0.0% | +0% | 81.3 |
| 179 |  $MBLY | Mobileye Global Inc. | $268,617 | 0.0% | +0% | 38.8 |
| 180 | — | SCHWAB STRATEGIC TR | $260,780 | 0.0% | +0% | — |
| 181 |  $WAT | WATERS CORP /DE/ | $260,575 | 0.0% | +46% | 69.9 |
| 182 |  $AMD | ADVANCED MICRO DEVICES INC | $251,643 | 0.0% | -32% | 78.8 |
| 183 | — | ISHARES TR | $251,048 | 0.0% | +0% | — |
| 184 |  $HUBB | HUBBELL INC | $247,333 | 0.0% | +0% | 68.7 |
| 185 |  $CACI | CACI INTERNATIONAL INC /DE/ | $244,741 | 0.0% | +0% | 66.7 |
| 186 | — | VANGUARD INDEX FDS | $243,174 | 0.0% | +0% | — |
| 187 |  $COMP | Compass, Inc. | $236,113 | 0.0% | NEW | 58.3 |
| 188 |  $ROST | ROSS STORES, INC. | $235,693 | 0.0% | NEW | 71.5 |
| 189 | — | ISHARES TR | $233,528 | 0.0% | -3% | — |
| 190 |  $WELL | WELLTOWER INC. | $227,762 | 0.0% | +0% | 75.7 |
| 191 | — | PROFESIONALLY MANAGED PORTFO | $211,400 | 0.0% | -62% | — |
| 192 | — | ISHARES TR | $207,464 | 0.0% | -44% | — |
| 193 |  $SYY | SYSCO CORP | $204,574 | 0.0% | -5% | 58.4 |
| 194 |  $UL | UNILEVER PLC | $202,471 | 0.0% | +0% | — |
| 195 |  $SERA | SERA PROGNOSTICS, INC. | $55,405 | 0.0% | +0% | 7.9 |
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AI-Powered Hedge Fund Analysis: Birch Hill Investment Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Birch Hill Investment Advisors LLC (SEC CIK: 1424177), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Birch Hill Investment Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.