Birch Hill Investment Advisors LLC
Sector Allocation
- Technology34.9%$847.5M
- Financials13.9%$337.2M
- Healthcare12.3%$297.9M
- Consumer Discretionary10.3%$250.3M
- Industrials10.3%$249.4M
- Consumer Staples6.2%$151.7M
- Other6.0%$145.4M
- Materials4.2%$101.5M
- Utilities1.1%$26.0M
- Energy0.6%$13.6M
AUM History
13fpro.ai/research/fund/birch-hill-investment-advisors-llc-1424177
Conviction and streaks
Concentrating · top 10 = 42.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$143.2MAMZN
$133.3MAAPL
$121.2MAPH
$117.1MGOOGL
$106.0MBRK.B
$104.4MASML
$79.9MECL
$79.5MROK
$79.2MVRTX
$75.0MTJX
$74.2MMRSH
$67.3MWTS
$66.8MIBM
$62.5MEW
$62.4MWST
$58.9MGOOG
$57.5MLECO
$53.6MADI
$53.1MKR
$43.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/birch-hill-investment-advisors-llc-1424177
Birch Hill Investment Advisors LLC 13F holdings — Q3 2026
$2.4B portfolio (-1.6% QoQ) · 219 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
$143.2M
5.9% of stocks
-2%This quarter+0.7%Since filed11+ qtrsHeld$133.3M
5.5% of stocks
-2%This quarter-0.4%Since filed11+ qtrsHeld$121.2M
5.0% of stocks
-0.8%This quarter+0.1%Since filed11+ qtrsHeld$117.1M
4.8% of stocks
+93%This quarter-5.1%Since filed11+ qtrsHeld$106.0M
4.4% of stocks
-2%This quarter-6.7%Since filed11+ qtrsHeldAIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 10 qtrs in a row$104.4M
4.3% of stocks
-1%This quarter—Since filed11+ qtrsHeld$79.9M
3.3% of stocks
+7%This quarter-3.1%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$79.5M
3.3% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$79.2M
3.3% of stocks
-2%This quarter+0.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$75.0M
3.1% of stocks
-3%This quarter+3.5%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Birch Hill Investment Advisors LLC (Q3 2026)
219 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $74.2M | 3.0% | 561K | -2% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MARSH & MCLENNAN COMPANIES, INC. | Financials | $67.3M | 2.8% | 394K | -4% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | WATTS WATER TECHNOLOGIES INC | Industrials | $66.8M | 2.8% | 189K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $62.5M | 2.6% | 284K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Edwards Lifesciences Corp | Healthcare | $62.4M | 2.6% | 723K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $58.9M | 2.4% | 159K | -0.5% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $57.5M | 2.4% | 169K | -5% | 11+ qtrsTrimmed 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $53.6M | 2.2% | 203K | +0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ANALOG DEVICES INC | Technology | $53.1M | 2.2% | 134K | +19% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | KROGER CO | Consumer Staples | $43.5M | 1.8% | 742K | -7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | S&P Global Inc. | Financials | $39.7M | 1.6% | 101K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHNSON & JOHNSON | Healthcare | $32.8M | 1.4% | 124K | -2% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NVIDIA CORP | Technology | $32.4M | 1.3% | 142K | +4% | 11+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $31.1M | 1.3% | 41K | -0.5% | — | — | 13F |
| 25 | Mastercard Inc | Financials | $30.0M | 1.2% | 54K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $29.4M | 1.2% | 32K | -7% | |||
| 27 | — | ISHARES TR - CORE S&P SCP ETF | — | $29.3M | 1.2% | 215K | +0.6% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $29.2M | 1.2% | 88K | -6% | |||
| 29 | $FISV | FISERV INC | Financials | $27.2M | 1.1% | 602K | -3% | |||
| 30 | $CLX | CLOROX CO /DE/ | Consumer Staples | $25.1M | 1.0% | 310K | -5% | |||
| 31 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $23.8M | 1.0% | 19K | -9% | |||
| 32 | $NEE | NEXTERA ENERGY INC | Utilities | $21.5M | 0.9% | 284K | +26% | |||
| 33 | $PEP | PEPSICO INC | Consumer Staples | $21.2M | 0.9% | 167K | -9% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $17.4M | 0.7% | 221K | +10% | |||
| 35 | $TT | Trane Technologies plc | Technology | $17.0M | 0.7% | 38K | — | |||
| 36 | $ALC | ALCON INC | Healthcare | $15.6M | 0.6% | 242K | -24% | |||
| 37 | $CSL | CARLISLE COMPANIES INC | Materials | $15.4M | 0.6% | 48K | -4% | |||
| 38 | $AVGO | Broadcom Inc. | Technology | $13.9M | 0.6% | 40K | +59% | |||
| 39 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $13.2M | 0.5% | 91K | +0.2% | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $11.6M | 0.5% | 80K | -9% | |||
| 41 | $LH | LABCORP HOLDINGS INC. | Healthcare | $11.6M | 0.5% | 38K | -26% | |||
| 42 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $10.6M | 0.4% | 65K | New | |||
| 43 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $9.7M | 0.4% | 178K | -0.4% | |||
| 44 | $UBER | Uber Technologies, Inc | Technology | $9.1M | 0.4% | 133K | +25% | |||
| 45 | $DHR | DANAHER CORP /DE/ | Healthcare | $9.0M | 0.4% | 41K | +10% | |||
| 46 | — | ISHARES TR - CORE S&P MCP ETF | — | $8.7M | 0.4% | 121K | -0.3% | |||
| 47 | — | ISHARES TR - MSCI EAFE ETF | — | $8.6M | 0.3% | 83K | +0.1% | |||
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $8.0M | 0.3% | 134K | +0.7% | |||
| 49 | $KO | COCA COLA CO | Consumer Staples | $7.7M | 0.3% | 89K | -0.9% | |||
| 50 | $IVZ | Invesco Ltd. | Financials | $7.6M | 0.3% | 36K | +6% | |||
| 51 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $7.5M | 0.3% | 107K | -3% | |||
| 52 | $RTX | RTX Corp | Industrials | $6.9M | 0.3% | 37K | — | |||
| 53 | $V | VISA INC. | Financials | $6.7M | 0.3% | 19K | +7% | |||
| 54 | $ABBV | AbbVie Inc. | Healthcare | $6.6M | 0.3% | 25K | -0.9% | |||
| 55 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $6.4M | 0.3% | 25K | -5% | |||
| 56 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $6.2M | 0.3% | 96K | -7% | |||
| 57 | $BXP | BXP, Inc. | Real Estate | $6.2M | 0.3% | 101K | -9% | |||
| 58 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.5M | 0.2% | 29K | +3% | |||
| 59 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.1M | 0.2% | 14K | +4% | |||
| 60 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.9M | 0.2% | 14K | — | |||
| 61 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.8M | 0.2% | 45K | -2% | |||
| 62 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.8M | 0.1% | 5,571 | -3% | |||
| 63 | $INTC | INTEL CORP | Technology | $3.8M | 0.1% | 31K | -2% | |||
| 64 | $ORCL | ORACLE CORP | Technology | $3.7M | 0.1% | 27K | -0.7% | |||
| 65 | $HAYW | Hayward Holdings, Inc. | Industrials | $3.7M | 0.1% | 304K | — | |||
| 66 | $ACN | Accenture plc | Technology | $3.7M | 0.1% | 20K | -3% | |||
| 67 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $3.5M | 0.1% | 11K | -1% | |||
| 68 | — | ISHARES TR - SP SMCP600VL ETF | — | $3.5M | 0.1% | 27K | +2% | |||
| 69 | $CAT | CATERPILLAR INC | Industrials | $3.3M | 0.1% | 4,024 | -0.1% | |||
| 70 | $USB | US BANCORP \DE\ | Financials | $2.8M | 0.1% | 48K | -0.4% | |||
| 71 | $MKC | MCCORMICK & CO INC | Consumer Staples | $2.8M | 0.1% | 60K | -3% | |||
| 72 | $GNTX | GENTEX CORP | Industrials | $2.7M | 0.1% | 125K | -16% | |||
| 73 | $APD | Air Products & Chemicals, Inc. | Materials | $2.5M | 0.1% | 9,156 | -0.4% | |||
| 74 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $2.5M | 0.1% | 41K | -0.0% | |||
| 75 | — | ISHARES TR - MSCI EMG MKT ETF | — | $2.5M | 0.1% | 37K | -17% | |||
| 76 | $IR | Ingersoll Rand Inc. | Industrials | $2.5M | 0.1% | 33K | — | |||
| 77 | $WSO | WATSCO INC | Consumer Discretionary | $2.5M | 0.1% | 8,120 | New | |||
| 78 | $GE | GENERAL ELECTRIC CO | Industrials | $2.4M | 0.1% | 7,686 | — | |||
| 79 | $ALH | Alliance Laundry Holdings Inc. | Industrials | $2.3M | 0.1% | 106K | +442% | |||
| 80 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.3M | 0.1% | 8,748 | -0.2% | |||
| 81 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.2M | 0.1% | 22K | -4% | |||
| 82 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.2M | 0.1% | 18K | +4% | |||
| 83 | $DE | DEERE & CO | Industrials | $2.2M | 0.1% | 3,215 | — | |||
| 84 | $CVX | CHEVRON CORP | Energy | $2.2M | 0.1% | 11K | -0.3% | |||
| 85 | $DIS | Walt Disney Co | Communication Services | $2.1M | 0.1% | 20K | +6% | |||
| 86 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $2.1M | 0.1% | 7,389 | -30% | |||
| 87 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.1M | 0.1% | 36K | -11% | |||
| 88 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $2.1M | 0.1% | 25K | — | |||
| 89 | $GEV | GE Vernova Inc. | Industrials | $2.1M | 0.1% | 2,180 | +2% | |||
| 90 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.1M | 0.1% | 2,714 | — | |||
| 91 | $UNP | UNION PACIFIC CORP | Industrials | $2.1M | 0.1% | 7,558 | -3% | |||
| 92 | $ALLE | Allegion plc | Industrials | $1.9M | 0.1% | 13K | — | |||
| 93 | $LIN | LINDE PLC | Materials | $1.9M | 0.1% | 3,950 | -0.4% | |||
| 94 | $CVS | CVS HEALTH Corp | Healthcare | $1.8M | 0.1% | 21K | — | |||
| 95 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8M | 0.1% | 2,548 | -3% | |||
| 96 | $ABNB | Airbnb, Inc. | Technology | $1.8M | 0.1% | 11K | -11% | |||
| 97 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.1% | 2,298 | +1% | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.6M | 0.1% | 8,037 | -0.3% | |||
| 99 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.5M | 0.1% | 4,291 | — | |||
| 100 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.1% | 13K | +14% | |||
| 101 | $DOV | DOVER Corp | Industrials | $1.3M | 0.1% | 7,155 | -2% | |||
| 102 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.1% | 5,616 | — | |||
| 103 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.3M | 0.1% | 2,757 | +3% | |||
| 104 | $WM | WASTE MANAGEMENT INC | Utilities | $1.2M | 0.1% | 5,969 | — | |||
| 105 | $IAU | ISHARES GOLD TRUST | Financials | $1.2M | 0.1% | 15K | +45% | |||
| 106 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.1% | 3,277 | +3% | |||
| 107 | — | ISHARES TR - RUS MID CAP ETF | — | $1.1M | 0.1% | 11K | — | |||
| 108 | $CRM | Salesforce, Inc. | Technology | $1.1M | 0.1% | 4,890 | -9% | |||
| 109 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $1.1M | 0.0% | 6,750 | -9% | |||
| 110 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.1M | 0.0% | 30K | -17% | |||
| 111 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.0M | 0.0% | 7,361 | — | |||
| 112 | $PM | Philip Morris International Inc. | Consumer Staples | $1.0M | 0.0% | 5,471 | — | |||
| 113 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $1.0M | 0.0% | 28K | — | |||
| 114 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.0M | 0.0% | 2,870 | -3% | |||
| 115 | $DOV | DOVER Corp | Industrials | $1.0M | 0.0% | 6,350 | -2% | |||
| 116 | $CHWY | Chewy, Inc. | Consumer Discretionary | $998K | 0.0% | 55K | -88% | |||
| 117 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $997K | 0.0% | 1,910 | — | |||
| 118 | $ANET | Arista Networks, Inc. | Technology | $969K | 0.0% | 4,758 | -3% | |||
| 119 | $CARR | CARRIER GLOBAL Corp | Industrials | $958K | 0.0% | 17K | -2% | |||
| 120 | $LLY | ELI LILLY & Co | Healthcare | $922K | 0.0% | 797 | -3% | |||
| 121 | — | ISHARES TR - S&P 500 VAL ETF | — | $920K | 0.0% | 4,028 | — | |||
| 122 | $DUK | Duke Energy CORP | Utilities | $899K | 0.0% | 7,888 | — | |||
| 123 | — | ISHARES TR - ESG AW MSCI EAFE | — | $895K | 0.0% | 8,683 | — | |||
| 124 | $ULS | UL Solutions Inc. | Technology | $888K | 0.0% | 14K | New | |||
| 125 | $VRT | Vertiv Holdings Co | Technology | $884K | 0.0% | 3,665 | +2% | |||
| 126 | $AMGN | AMGEN INC | Healthcare | $868K | 0.0% | 2,060 | — | |||
| 127 | $CEG | Constellation Energy Corp | Utilities | $867K | 0.0% | 3,414 | +8% | |||
| 128 | $MRVL | Marvell Technology, Inc. | Technology | $848K | 0.0% | 3,208 | — | |||
| 129 | — | ISHARES TR - ESG AWARE MSCI | — | $816K | 0.0% | 16K | -0.2% | |||
| 130 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $811K | 0.0% | 8,675 | -8% | |||
| 131 | $MMM | 3M CO | Healthcare | $806K | 0.0% | 4,913 | -2% | |||
| 132 | — | ISHARES TR - EAFE GRWTH ETF | — | $797K | 0.0% | 6,650 | +22% | |||
| 133 | $GLD | SPDR GOLD TRUST | Financials | $775K | 0.0% | 2,035 | +42% | |||
| 134 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $750K | 0.0% | 2,636 | — | |||
| 135 | $PLTR | Palantir Technologies Inc. | Technology | $729K | 0.0% | 3,900 | -7% | |||
| 136 | $NTR | Nutrien Ltd. | Materials | $727K | 0.0% | 10K | — | |||
| 137 | $SITE | SiteOne Landscape Supply, Inc. | Consumer Discretionary | $721K | 0.0% | 7,986 | -21% | |||
| 138 | $D | DOMINION ENERGY, INC | Utilities | $715K | 0.0% | 12K | — | |||
| 139 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $693K | 0.0% | 1,132 | -2% | |||
| 140 | $AXP | AMERICAN EXPRESS CO | Financials | $684K | 0.0% | 2,250 | — | |||
| 141 | $ADBE | ADOBE INC. | Technology | $660K | 0.0% | 2,752 | +65% | |||
| 142 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $652K | 0.0% | 4,000 | — | |||
| 143 | $FDX | FEDEX CORP | Industrials | $632K | 0.0% | 2,217 | — | |||
| 144 | $SHEL | Shell plc | Energy | $618K | 0.0% | 6,500 | — | |||
| 145 | $PFE | PFIZER INC | Healthcare | $612K | 0.0% | 21K | +8% | |||
| 146 | $COMP | Compass, Inc. | Real Estate | $565K | 0.0% | 64K | — | |||
| 147 | $GS | GOLDMAN SACHS GROUP INC | Financials | $563K | 0.0% | 625 | — | |||
| 148 | $KMX | CARMAX INC | Consumer Discretionary | $559K | 0.0% | 10K | -29% | |||
| 149 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $559K | 0.0% | 6,050 | -2% | |||
| 150 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $553K | 0.0% | 908 | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 12 new, 42 added to, 86 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$XOM.R34088EXXON MOBIL CORP$10.6M
first bought this quarter
$WSOWATSCO INC$2.5M
first bought this quarter
$ULSUL Solutions Inc.$888K
first bought this quarter
$ETNEaton Corp plc$450K
first bought this quarter
$GLWCORNING INC /NY$377K
first bought this quarter
$CNICANADIAN NATIONAL RAILWAY CO$314K
first bought this quarter
+6 more in the Excel export
Added to (42)
now $117.1M · held 11+ qtrs
now $53.1M · held 11+ qtrs
now $79.9M · held 6 qtrs, 2 adds in a row
$AVGOBroadcom Inc.+59%
now $13.9M · held 11+ qtrs
$NEENEXTERA ENERGY INC+26%
now $21.5M · held 11+ qtrs, 3 adds in a row
$ALHAlliance Laundry Holdings Inc.+442%
now $2.3M · held 2 qtrs, 2 adds in a row
+36 more in the Excel export
Trimmed (86)
$CHWYChewy, Inc.-88%
now $998K · held 8 qtrs, 2 trims in a row
$ALCALCON INC-24%
now $15.6M · held 11+ qtrs, 3 trims in a row
$LHLABCORP HOLDINGS INC.-26%
now $11.6M · held 10 qtrs, 5 trims in a row
now $43.5M · held 11+ qtrs
now $133.3M · held 11+ qtrs
now $57.5M · held 11+ qtrs, 9 trims in a row
+80 more in the Excel export
Holdings by quarter
Every 13F Birch Hill Investment Advisors LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Birch Hill Investment Advisors?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Birch Hill Investment Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Birch Hill Investment Advisors LLC disclosed 219 positions worth $2.4B in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 5.9% of the equity portfolio, followed by $AMZN and $AAPL. During the quarter the fund opened 12 new positions and exited 4 — including a new stake in $XOM.R34088 and a full exit from $IBIT. The portfolio is most concentrated in Technology (34.9% 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.
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