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Birch Hill Investment Advisors LLC

· CIK 0001424177
13F Portfolio $2.2B AUM 195 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
4 New 42 Added 65 Reduced 9 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 AMZN AMAZON COM INC Consumer Cyclical 549,111 $114.4M 5.13% +9K +1.6%
2 MSFT MICROSOFT CORP Technology 280,616 $103.9M 4.66% -2K -0.7%
3 BRK/B BERKSHIRE HATHAWAY INC DEL 212,978 $102.1M 4.58% -4K -1.8%
4 GOOGL ALPHABET INC Communication Services 325,013 $93.5M 4.20% -37K -10.1%
5 TJX TJX COS INC NEW Consumer Cyclical 579,015 $92.5M 4.15% -20K -3.4%
6 AAPL APPLE INC Technology 361,518 $91.7M 4.12%
7 APH AMPHENOL CORP Technology 698,111 $88.2M 3.96% -34K -4.6%
8 ECL ECOLAB INC Basic Materials 289,612 $77.0M 3.46% -4K -1.3%
9 MRSH MARSH & MCLENNAN COS INC Financial Services 427,559 $74.2M 3.33% -11K -2.5%
10 ROK ROCKWELL AUTOMATION INC Industrials 188,730 $67.7M 3.04% -4K -2.1%
11 IBM INTERNATIONAL BUSINESS MACHS Technology 279,374 $67.7M 3.04% -3K -1.1%
12 VERX VERTEX PHARMACEUTICALS INC Technology 150,795 $67.3M 3.02% -2K -1.1%
13 EW EDWARDS LIFESCIENCES CORP Healthcare 740,200 $59.3M 2.66%
14 KR KROGER CO Consumer Defensive 792,549 $57.3M 2.57%
15 WTS WATTS WATER TECHNOLOGIES INC Industrials 189,310 $55.0M 2.47%
16 ASML ASML HLDG NV Technology 39,717 $52.5M 2.35%
17 GOOGL ALPHABET INC Communication Services 181,073 $51.9M 2.33% -8K -4.4%
18 LECO LINCOLN ELEC HLDGS INC Industrials 200,120 $49.8M 2.24%
19 SPGI S&P GLOBAL INC Financial Services 105,819 $45.0M 2.02%
20 WST WEST PHARMACEUTICAL SVSC INC Healthcare 161,159 $40.4M 1.81% +9K +5.9%
21 ADI ANALOG DEVICES INC Technology 114,853 $36.5M 1.64% -1K -1.0%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 35,039 $34.9M 1.57% -226 -0.6%
23 JNJ JOHNSON & JOHNSON Healthcare 131,894 $32.2M 1.45% -3K -1.9%
24 ALC ALCON AG Healthcare 414,141 $31.2M 1.40% -28K -6.3%
25 CLX CLOROX CO DEL Consumer Defensive 297,600 $30.8M 1.38% +78K +35.8%
26 FISV FISERV INC Technology 529,103 $29.5M 1.32% +41K +8.5%
27 PEP PEPSICO INC Consumer Defensive 185,475 $28.8M 1.29%
28 MA MASTERCARD INCORPORATED Financial Services 57,394 $28.7M 1.29% -611 -1.1%
29 JPM JPMORGAN CHASE & CO Financial Services 95,510 $28.1M 1.26% -1K -1.3%
30 IVV ISHARES TR 40,813 $26.7M 1.20%
31 IJR ISHARES TR 210,832 $26.2M 1.18%
32 GWW WW GRAINGER INC Industrials 21,286 $23.2M 1.04%
33 NVDA NVIDIA CORPORATION Technology 128,610 $22.4M 1.01% +10K +8.1%
34 CHWY CHEWY INC Consumer Cyclical 714,246 $19.3M 0.87% +257K +56.2%
35 CSL CARLISLE COS INC Industrials 49,032 $16.4M 0.73% +1K +3.0%
36 LH LABCORP HOLDINGS INC Healthcare 61,021 $16.3M 0.73% -21K -26.0%
37 TT TRANE TECHNOLOGIES PLC Industrials 37,502 $15.6M 0.70%
38 NEE NEXTERA ENERGY INC Utilities 165,852 $15.4M 0.69% +8K +5.0%
39 PG PROCTER & GAMBLE CO Consumer Defensive 88,483 $12.8M 0.57% +8K +9.4%
40 XOM EXXON MOBIL CORP Energy 66,581 $11.3M 0.51% -1K -1.7%
41 BBJP J P MORGAN EXCHANGE TRADED F 155,653 $10.7M 0.48% +6K +4.0%
42 MRK MERCK & CO INC Healthcare 88,805 $10.7M 0.48% -580 -0.7%
43 BAC BANK AMERICA CORP Financial Services 182,911 $8.9M 0.40% -15K -7.6%
44 UBER UBER TECHNOLOGIES INC Technology 113,945 $8.2M 0.37% -3K -2.8%
45 IJH ISHARES TR 118,778 $8.0M 0.36%
46 EFA ISHARES TR 81,018 $7.9M 0.35% +3K +3.5%
47 AVGO BROADCOM INC Technology 24,959 $7.7M 0.35% +193 +0.8%
48 INTU INTUIT Technology 16,999 $7.3M 0.33% -72K -80.8%
49 RTX RTX CORPORATION Industrials 36,971 $7.1M 0.32%
50 VWO VANGUARD INTL EQUITY INDEX F 130,341 $7.0M 0.32% +9K +7.6%
51 KO COCA COLA CO Consumer Defensive 90,178 $6.9M 0.31%
52 RSP INVESCO EXCHANGE TRADED FD T 35,272 $6.8M 0.30% +6K +21.8%
53 VEA VANGUARD TAX-MANAGED FDS 101,773 $6.5M 0.29% +24K +31.7%
54 BXP BXP INC Real Estate 114,741 $6.0M 0.27% -6K -4.7%
55 ABBV ABBVIE INC Healthcare 25,538 $5.6M 0.25% -437 -1.7%
56 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 102,850 $5.4M 0.24%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 26,263 $5.3M 0.24% -1K -4.7%
58 HD HOME DEPOT INC Consumer Cyclical 13,919 $4.6M 0.20%
59 ACN ACCENTURE PLC IRELAND Technology 22,074 $4.4M 0.20% -2K -6.7%
60 V VISA INC Financial Services 14,396 $4.4M 0.20% +1K +11.1%
61 HAYW HAYWARD HLDGS INC Industrials 324,169 $4.3M 0.20%
62 ORCL ORACLE CORP Technology 27,725 $4.1M 0.18% -1K -3.8%
63 CL COLGATE PALMOLIVE CO Consumer Defensive 46,571 $4.0M 0.18% -1K -2.4%
64 EMR EMERSON ELEC CO Industrials 29,363 $3.8M 0.17%
65 IWM ISHARES TR 14,075 $3.5M 0.16%
66 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 11,187 $3.4M 0.15% +380 +3.5%
67 GNTX GENTEX CORP Consumer Cyclical 153,950 $3.4M 0.15% -14K -8.4%
68 MKC MCCORMICK & CO INC Consumer Defensive 66,150 $3.3M 0.15% -510 -0.8%
69 IJS ISHARES TR 25,794 $3.1M 0.14%
70 CAT CATERPILLAR INC Industrials 4,044 $2.9M 0.13%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,761 $2.8M 0.13%
72 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,401 $2.7M 0.12% +330 +3.6%
73 XLE SELECT SECTOR SPDR TR 43,620 $2.7M 0.12% -600 -1.4%
74 IR INGERSOLL RAND INC Industrials 33,090 $2.7M 0.12%
75 MDLZ MONDELEZ INTL INC Consumer Defensive 45,929 $2.6M 0.12% -45K -49.3%
76 WAB WABTEC Industrials 10,489 $2.6M 0.12% -650 -5.8%
77 USB US BANCORP Financial Services 49,120 $2.6M 0.12% -1K -2.0%
78 EEM ISHARES TR 44,237 $2.5M 0.11%
79 BR BROADRIDGE FINL SOLUTIONS IN Technology 14,795 $2.4M 0.11% +6K +66.0%
80 ABT ABBOTT LABORATORIES Healthcare 23,335 $2.4M 0.11% -1K -4.8%
81 LIN LINDE PLC Basic Materials 4,660 $2.3M 0.10% -156 -3.2%
82 CVX CHEVRON CORPORATION Energy 11,113 $2.3M 0.10% -425 -3.7%
83 ITW ILLINOIS TOOL WKS INC Industrials 8,763 $2.3M 0.10%
84 ROP ROPER TECHNOLOGIES INC Industrials 5,367 $1.9M 0.09% -3K -32.1%
85 NKE NIKE INC Consumer Cyclical 35,944 $1.9M 0.09% +2K +5.6%
86 UNP UNION PAC CORP Industrials 7,778 $1.9M 0.09% -255 -3.2%
87 COPX GLOBAL X FDS 24,520 $1.9M 0.08%
88 GE GE AEROSPACE Industrials 6,536 $1.9M 0.08% +700 +12.0%
89 ALLE ALLEGION PLC Industrials 12,500 $1.8M 0.08%
90 DE DEERE & CO Industrials 3,215 $1.8M 0.08%
91 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,724 $1.8M 0.08%
92 ABNB AIRBNB INC Consumer Cyclical 13,994 $1.8M 0.08% +400 +2.9%
93 MCD MCDONALDS CORP Consumer Cyclical 5,646 $1.8M 0.08%
94 DOV DOVER CORP Industrials 7,605 $1.6M 0.07% -275 -3.5%
95 VOO VANGUARD INDEX FDS 2,651 $1.6M 0.07% -40 -1.5%
96 CVS CVS HEALTH CORP Healthcare 21,185 $1.5M 0.07% -168 -0.8%
97 WMT WALMART INC Consumer Defensive 11,909 $1.5M 0.07%
98 GEV GE VERNOVA INC Utilities 1,694 $1.5M 0.07% +350 +26.0%
99 DIS DISNEY WALT CO Communication Services 14,805 $1.4M 0.06% -2K -12.2%
100 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,291 $1.4M 0.06%
101 INTC INTEL CORP Technology 31,800 $1.4M 0.06%
102 WM WASTE MGMT INC DEL Industrials 6,104 $1.4M 0.06%
103 VGT VANGUARD WORLD FD 1,995 $1.4M 0.06% +165 +9.0%
104 CRM SALESFORCE INC Technology 6,495 $1.2M 0.05% -2K -22.6%
105 VO VANGUARD INDEX FDS 4,187 $1.2M 0.05%
106 TSLA TESLA INC Consumer Cyclical 3,125 $1.2M 0.05% +550 +21.4%
107 IDXX IDEXX LABS INC Healthcare 1,910 $1.1M 0.05%
108 IWR ISHARES TR 10,706 $1.0M 0.05%
109 DUK DUKE ENERGY CORP NEW Utilities 7,888 $1.0M 0.05%
110 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 7,584 $1.0M 0.04% +1K +17.4%
111 CARR CARRIER GLOBAL CORPORATION Industrials 17,891 $1.0M 0.04%
112 UPS UNITED PARCEL SVCS INC Industrials 10,155 $999K 0.04% -1K -11.8%
113 META META PLATFORMS INC Communication Services 1,686 $965K 0.04% -11 -0.7%
114 IAU* ISHARES GOLD TR 10,652 $939K 0.04% +1K +10.4%
115 VRT VERTIV HOLDINGS CO Industrials 3,625 $908K 0.04% +850 +30.6%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 5,471 $905K 0.04% -50 -0.9%
117 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 28,761 $863K 0.04%
118 VT VANGUARD INTL EQUITY INDEX F 6,200 $858K 0.04% NEW
119 ESGD ISHARES TR 8,683 $830K 0.04% +170 +2.0%
120 IVW ISHARES TR 7,051 $798K 0.04%
121 NTR NUTRIEN LTD Basic Materials 10,500 $792K 0.04% -350 -3.2%
122 IVE ISHARES TR 3,748 $791K 0.04% +25 +0.7%
123 FDX FEDEX CORP Industrials 2,217 $790K 0.04%
124 XLK SELECT SECTOR SPDR TR 5,831 $775K 0.04% +2K +37.8%
125 BKNG BOOKING HOLDINGS INC Consumer Cyclical 180 $758K 0.03% -35 -16.3%
126 D DOMINION ENERGY INC Utilities 12,087 $747K 0.03% -500 -4.0%
127 MMM 3M CO Industrials 5,033 $731K 0.03%
128 AMGN AMGEN INC Healthcare 2,060 $725K 0.03%
129 VB VANGUARD INDEX FDS 2,636 $690K 0.03% +15 +0.6%
130 AXP AMERICAN EXPRESS CO Financial Services 2,281 $690K 0.03%
131 ESML ISHARES TR 14,122 $664K 0.03%
132 CEG CONSTELLATION ENERGY CORP Utilities 2,344 $655K 0.03% +300 +14.7%
133 KMX CARMAX INC Consumer Cyclical 15,530 $646K 0.03% -770 -4.7%
134 LLY ELI LILLY & CO Healthcare 678 $624K 0.03% +64 +10.4%
135 ARCH CAP GROUP LTD 6,450 $619K 0.03%
136 BC BRUNSWICK CORP Consumer Cyclical 8,495 $618K 0.03% -3K -25.5%
137 EFG ISHARES TR 5,450 $607K 0.03%
138 SHEL SHELL PLC Energy 6,500 $604K 0.03%
139 PFE PFIZER INC Healthcare 21,455 $602K 0.03% -475 -2.2%
140 OTIS OTIS WORLDWIDE CORP Industrials 7,537 $581K 0.03%
141 GQ9 SPDR GOLD TR 1,250 $538K 0.02% +10 +0.8%
142 PLTR PALANTIR TECHNOLOGIES INC Technology 3,650 $534K 0.02% -836 -18.6%
143 VST VISTRA CORP Utilities 3,540 $532K 0.02% +330 +10.3%
144 GS GOLDMAN SACHS GROUP INC Financial Services 625 $529K 0.02%
145 VZ VERIZON COMMUNICATIONS INC Communication Services 10,512 $528K 0.02%
146 IEFA ISHARES TR 5,571 $504K 0.02%
147 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,467 $496K 0.02% +252 +20.7%
148 SMH VANECK ETF TRUST 1,293 $496K 0.02%
149 DHR DANAHER CORP DEL Healthcare 2,559 $485K 0.02% -17 -0.7%
150 NSC NORFOLK SOUTHN CORP Industrials 1,537 $441K 0.02%
151 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 4,792 $433K 0.02% -520 -9.8%
152 MGK VANGUARD WORLD FD 1,151 $423K 0.02%
153 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,000 $423K 0.02%
154 ADBE ADOBE INC Technology 1,727 $420K 0.02% -1K -37.8%
155 WFC WELLS FARGO & CO Financial Services 5,079 $404K 0.02%
156 VYM VANGUARD WHITEHALL FDS 2,720 $403K 0.02%
157 DSI ISHARES TR 3,299 $400K 0.02% +75 +2.3%
158 ANET ARISTA NETWORKS INC Technology 3,031 $372K 0.02% +1K +88.7%
159 AVY AVERY DENNISON CORP Industrials 2,081 $359K 0.02%
160 MO ALTRIA GROUP INC Consumer Defensive 5,400 $356K 0.02%
161 CAVA CAVA GROUP INC Consumer Cyclical 4,382 $355K 0.02% -2K -26.8%
162 PPG PPG INDS INC Basic Materials 3,315 $354K 0.02% -518 -13.5%
163 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,782 $351K 0.02%
164 BDX BECTON DICKINSON & CO Healthcare 2,215 $348K 0.02%
165 HON HONEYWELL INTL INC Industrials 1,522 $344K 0.01%
166 CSCO CISCO SYS INC Technology 4,291 $333K 0.01% -478 -10.0%
167 QCOM QUALCOMM INC Technology 2,522 $325K 0.01%
168 MS MORGAN STANLEY Financial Services 1,871 $308K 0.01%
169 WTRG ESSENTIAL UTILS INC Utilities 7,484 $301K 0.01%
170 MSA MSA SAFETY INC Industrials 1,800 $295K 0.01%
171 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 475 $293K 0.01%
172 VIG VANGUARD SPECIALIZED FUNDS 1,344 $289K 0.01%
173 DLN WISDOMTREE TR 3,200 $286K 0.01%
174 T AT&T INC Communication Services 9,681 $281K 0.01% +50 +0.5%
175 CSX CSX CORP Industrials 6,700 $275K 0.01%
176 RSPE INVESCO EXCH TRADED FD TR II 9,260 $273K 0.01% +400 +4.5%
177 MLPX GLOBAL X FDS 3,666 $271K 0.01%
178 DUT MOODYS CORP 620 $270K 0.01%
179 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 39,100 $269K 0.01%
180 SCHD SCHWAB STRATEGIC TR 8,500 $261K 0.01%
181 WAT WATERS CORP Healthcare 875 $261K 0.01% +275 +45.8%
182 AMD ADVANCED MICRO DEVICES INC Technology 1,237 $252K 0.01% -575 -31.7%
183 IWO ISHARES TR 800 $251K 0.01%
184 HUBB HUBBELL INC Industrials 504 $247K 0.01%
185 CA8A CACI INTL INC 450 $245K 0.01%
186 VTI VANGUARD INDEX FDS 758 $243K 0.01%
187 COMP COMPASS INC Technology 32,300 $236K 0.01% NEW
188 ROST ROSS STORES INC Consumer Cyclical 1,088 $236K 0.01% NEW
189 IWV ISHARES TR 630 $234K 0.01% -20 -3.1%
190 WELL WELLTOWER INC Real Estate 1,152 $228K 0.01%
191 AKRE PROFESIONALLY MANAGED PORTFO 4,000 $211K 0.01% -7K -62.2%
192 ACWX ISHARES TR 3,030 $207K 0.01% NEW
193 SYY SYSCO CORP Consumer Defensive 2,868 $205K 0.01% -138 -4.6%
194 UL UNILEVER PLC Consumer Defensive 3,554 $202K 0.01%
195 SERA SERA PROGNOSTICS INC Healthcare 27,293 $55K 0.00%
Sector Allocation
Technology 30.1%
Industrials 14.0%
Consumer Cyclical 12.5%
Healthcare 10.4%
Financial Services 10.2%
Consumer Defensive 9.3%
Communication Services 7.5%
Basic Materials 4.2%
Utilities 1.0%
Energy 0.7%