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13F-HR filed by Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 211 holding rows worth $2,469,138,559.

Accession
0001172661-26-002717
Filed
2026-07-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 211 entries on the cover page, a total value of $2,469,138,559 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,469,138,559 with VALUE read as dollars as filed, 13F file number 028-12685. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Amazon.com, Inc023135106COM546,745$130,311,205dollars as filed
AMPHENOL CORP NEW032095101COM719,908$126,934,179dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM314,665$112,451,676dollars as filed
Berkshire Hathaway Inc084670702COM212,583$106,374,476dollars as filed
Apple Inc037833100COM367,068$106,214,750dollars as filed
Microsoft Corp594918104COM283,554$105,771,451dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock186,053$92,111,119dollars as filed
TJX Companies Inc872540109COM572,190$86,686,785dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK41,120$81,805,773dollars as filed
ECOLAB INC COM278865100Stock292,638$81,531,873dollars as filed
International Business Machines Corporation459200101COM289,497$81,409,451dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock194,171$76,008,238dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM147,702$73,368,014dollars as filed
Marsh & McLennan Companies,Inc.571748102COM410,233$68,373,488dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock735,377$66,522,203dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM177,012$62,543,679dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock159,696$57,330,864dollars as filed
LINCOLN ELEC HLDGS INC533900106COM202,695$53,817,549dollars as filed
Analog Devices,Inc.032654105COM112,904$44,842,082dollars as filed
KROGER CO COM501044101Stock796,380$44,222,981dollars as filed
S&P Global,Inc.78409V104COM102,467$41,730,710dollars as filed
Costco Wholesale Corporation22160K105COM34,862$32,612,355dollars as filed
Johnson & Johnson478160104COM126,625$32,158,951dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS213,825$31,712,388dollars as filed
CLOROX CO DEL189054109COM324,913$31,009,697dollars as filed
JPMorgan Chase & Co46625H100COM94,380$30,893,426dollars as filed
FISERV INC337738108COM623,289$30,572,325dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS40,764$30,527,438dollars as filed
MasterCard, Inc57636Q104COM57,479$29,521,423dollars as filed
WW GRAINGER INC COM384802104Stock20,964$28,519,426dollars as filed
NVIDIA Corp67066G104COM136,086$27,229,416dollars as filed
PepsiCo,Inc.713448108COM184,915$25,037,448dollars as filed
ALCON AG ORD SHSH01301128Stock319,605$21,445,495dollars as filed
NextEra Energy,Inc.65339F101COM225,257$19,770,807dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock37,502$18,419,482dollars as filed
CARLISLE COS INC COM142339100Stock49,537$17,969,547dollars as filed
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN46641Q217BETABULDRS JAPAN200,297$15,084,367dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock51,068$14,299,040dollars as filed
Procter & Gamble Co742718109COM90,519$13,273,706dollars as filed
Merck & Co.,Inc.58933Y105COM87,972$11,304,369dollars as filed
Bank of America Corp060505104COM178,425$10,166,656dollars as filed
Broadcom Inc.11135F101COM24,929$9,416,930dollars as filed
IJH464287507COM121,065$9,335,335dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK474,960$9,332,964dollars as filed
ISHARES TR464287465MSCI EAFE ETF82,689$8,589,733dollars as filed
VWO922042858SHS133,272$7,955,006dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS110,272$7,856,880dollars as filed
Uber Technologies90353T100COM106,993$7,720,615dollars as filed
BXP INC COM101121101REIT110,916$7,354,840dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM34,540$7,349,076dollars as filed
Coca-Cola Company191216100COM90,178$7,328,766dollars as filed
Danaher Corporation235851102COM36,996$7,046,998dollars as filed
Raytheon Technologies Corporation75513E101COM36,949$7,010,334dollars as filed
AbbVie,Inc.00287Y109COM25,459$6,406,415dollars as filed
Visa Inc92826C839COM17,459$5,990,097dollars as filed
Automatic Data Processing,Inc.053015103COM26,263$5,881,599dollars as filed
HAYWARD HLDGS INC421298100COM304,169$5,265,165dollars as filed
Home Depot, Inc437076102COM13,899$4,901,899dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT102,850$4,681,732dollars as filed
Intel Corp458140100COM31,800$4,440,234dollars as filed
Caterpillar Inc.149123101COM4,029$4,290,482dollars as filed
iShares Russell 2000 ETF464287655SHS14,156$4,253,170dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock45,801$4,199,036dollars as filed
EMERSON ELEC CO COM291011104Stock28,495$4,079,059dollars as filed
Oracle Corporation68389X105COM27,485$4,027,890dollars as filed
GENTEX CORP COM371901109Stock148,728$3,758,357dollars as filed
HILTON WORLDWIDE HLDGS INC COM43300A203Stock11,177$3,693,551dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS26,434$3,613,013dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock62,092$3,130,679dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF45,267$3,096,715dollars as filed
USBANCORPDEL902973304COM NEW48,421$2,924,628dollars as filed
Thermo Fisher Scientific Inc.883556102COM5,761$2,888,335dollars as filed
General Electric Company369604301COM7,686$2,872,495dollars as filed
WABTEC COM929740108Stock10,489$2,827,834dollars as filed
INGERSOLL RAND INC COM45687V106Stock33,090$2,713,049dollars as filed
AIR PRODS & CHEMS INC009158106COM9,191$2,694,617dollars as filed
Accenture Plc Class AG1151C101COM20,804$2,588,850dollars as filed
GE Vernova Inc.36828A101COM2,134$2,507,151dollars as filed
ILLINOIS TOOL WKS INC452308109COM8,763$2,370,129dollars as filed
Mondelez International,Inc. Class A609207105COM40,506$2,342,867dollars as filed
CVS Health Corporation126650100COM21,185$2,191,588dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS40,735$2,163,436dollars as filed
Union Pacific Corporation907818108COM7,778$2,115,616dollars as filed
Abbott Laboratories002824100COM23,185$2,103,835dollars as filed
Linde plcG54950103COM3,965$2,057,365dollars as filed
Deere & Company244199105COM3,215$2,039,371dollars as filed
SPY78462F103SHS2,714$2,026,743dollars as filed
VGT92204A702SHS16,944$2,025,147dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER24,520$1,887,304dollars as filed
Walt Disney Co254687106COM19,089$1,837,316dollars as filed
Vanguard S&P 500 ETF922908363COM2,636$1,810,656dollars as filed
Airbnb, Inc. Class A009066101COM12,358$1,768,391dollars as filed
ALLEGION PLCG0176J109ORD SHS12,500$1,756,125dollars as filed
Chevron Corporation166764100COM10,563$1,750,923dollars as filed
DOVER CORP COM260003108Stock7,280$1,632,758dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock4,291$1,590,202dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS8,061$1,535,782dollars as filed
McDonalds Corporation580135101COM5,616$1,518,061dollars as filed
NIKE,Inc. Class B654106103COM36,041$1,479,483dollars as filed
Vanguard Mid-Cap ETF922908629SHS16,748$1,349,386dollars as filed
Tesla Motors, Inc88160R101COM3,182$1,338,349dollars as filed
Waste Management, Inc.94106L109COM5,969$1,330,371dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock17,891$1,312,305dollars as filed
Walmart Inc.931142103COM11,537$1,306,681dollars as filed
META PLATFORMS INC CL A30303M102COM2,267$1,276,992dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,669$1,274,834dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock3,585$1,200,330dollars as filed
iShares Russell Midcap ETF464287499SHS10,706$1,181,086dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM10,149$1,161,147dollars as filed
Vanguard Total World Stock ETF922042742SHS6,500$1,020,175dollars as filed
United Parcel Service,Inc. Class B911312106COM9,475$1,018,562dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock7,425$1,016,854dollars as filed
iShares S&P 500 Growth ETF464287309SHS7,361$1,012,358dollars as filed
IDEXX LABS INC COM45168D104Stock1,910$1,005,500dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock2,970$1,005,018dollars as filed
Duke Energy Corporation26441C204COM7,888$998,463dollars as filed
Philip Morris International Inc.718172109COM5,471$989,759dollars as filed
Eli Lilly and Company532457108COM818$981,134dollars as filed
MARVELL TECHNOLOGY INC573874104COM3,208$955,631dollars as filed
iShares S&P 500 Value ETF464287408SHS4,028$914,598dollars as filed
ISHARES TR46435G516COM8,683$892,699dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS15,722$879,331dollars as filed
Salesforce.com, Inc79466L302COM5,375$842,047dollars as filed
ARISTA NETWORKS INC040413205COM4,914$834,707dollars as filed
3M CO COM88579Y101Stock5,033$814,893dollars as filed
DOMINION ENERGY INC COM25746U109Stock11,817$806,983dollars as filed
iShares Gold Trust464285204COM10,652$804,333dollars as filed
Vanguard Small-Cap ETF922908751SHS2,636$799,024dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock3,164$785,843dollars as filed
COMPASS INC20464U100CL A63,600$784,188dollars as filed
American Express Company025816109COM2,250$761,062dollars as filed
CARMAX INC COM143130102Stock14,285$755,534dollars as filed
Amgen Inc.031162100COM2,060$745,967dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW27,761$720,398dollars as filed
Booking Holdings Inc.09857L108COM4,000$712,960dollars as filed
FEDEX CORP COM31428X106Stock2,217$694,202dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF5,450$678,089dollars as filed
Advanced Micro Devices,Inc.007903107COM1,152$669,208dollars as filed
NUTRIEN LTD COM67077M108Stock10,350$651,532dollars as filed
Goldman Sachs Group,Inc.38141G104COM625$632,106dollars as filed
ARCH CAP GROUP LTD ORDG0450A105Stock6,150$596,919dollars as filed
VANECK ETF TRUST92189F676COM893$585,979dollars as filed
BRUNSWICK CORP117043109COM6,945$585,047dollars as filed
VISTRA CORP COM92840M102Stock3,540$561,550dollars as filed
Intuit Inc.461202103COM2,115$552,025dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock7,537$539,649dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,430$526,783dollars as filed
ALLIANCE LAUNDRY HLDGS INC01862Q107COM19,610$520,057dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS5,755$505,922dollars as filed
Cisco Systems,Inc.17275R102COM4,291$504,021dollars as filed
SHELL PLC SPON ADS780259305ADR6,500$504,010dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,200$490,014dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,537$483,525dollars as filed
Pfizer Inc.717081103COM19,955$480,516dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS3,299$469,745dollars as filed
Qualcomm Incorporated747525103COM2,522$466,040dollars as filed
Verizon Communications Inc92343V104COM10,512$445,071dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,720$429,842dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,368$421,861dollars as filed
Wells Fargo & Company949746101COM5,079$419,729dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock4,792$412,543dollars as filed
PPG INDS INC COM693506107Stock3,315$402,076dollars as filed
Altria Group Inc02209S103COM5,400$388,530dollars as filed
Morgan Stanley617446448COM1,771$370,210dollars as filed
IShares Bitcoin Trust Registered46438F101SHS11,000$366,190dollars as filed
LENNAR CORP CL A526057104Stock4,000$361,960dollars as filed
CAVAGROUPINC148929102STOK4,382$343,899dollars as filed
Adobe Inc00724F101COM1,667$341,768dollars as filed
BECTON DICKINSON & CO075887109COM2,215$335,196dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A34,600$334,928dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS475$334,086dollars as filed
Bristol-Myers Squibb Company110122108COM5,782$333,159dollars as filed
WATERS CORP COM941848103Stock875$328,160dollars as filed
AVERY DENNISON CORP COM053611109Stock2,020$327,947dollars as filed
CSX Corporation126408103COM6,700$318,451dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,344$318,017dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF800$315,168dollars as filed
MSA SAFETY INC COM553498106Stock1,800$314,244dollars as filed
INVESCO EXCH TRADED FD TR II46138G516ESG S&P 500 EQL9,260$314,007dollars as filed
ServiceNow,Inc.81762P102COM3,125$310,250dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD3,200$308,224dollars as filed
DATADOGINCCLASSA23804L103STOK1,132$294,728dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock7,484$286,712dollars as filed
MOODYS CORP COM615369105Stock620$280,810dollars as filed
VTI922908769COM758$280,490dollars as filed
UnitedHealth Group Inc91324P102COM654$271,822dollars as filed
SCHD808524797COM8,500$269,535dollars as filed
GLOBAL X FDS37954Y293GLB X MLP ENRG I3,666$269,304dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF630$268,632dollars as filed
HUBBELL INC COM443510607Stock504$263,693dollars as filed
WELLTOWER INC COM95040Q104REIT1,152$261,469dollars as filed
DOORDASH INC CL A25809K105Stock1,400$258,342dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock5,533$249,594dollars as filed
KLA CORP482480100COM810$244,385dollars as filed
Charles Schwab Corp808513105COM2,630$242,691dollars as filed
INVESCO QQQ TR46090E103COM326$240,263dollars as filed
Texas Instruments Incorporated882508104COM800$238,456dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS3,030$230,613dollars as filed
SPDR INDEX SHS FDS78463X301ST STR ASIA ETF1,461$229,333dollars as filed
SYSCOCORP871829107COM2,718$227,170dollars as filed
ROSS STORES INC COM778296103Stock1,048$223,067dollars as filed
SOUTHERN COPPER CORP84265V105COM1,254$218,522dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock885$217,073dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR3,554$213,666dollars as filed
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF4,000$212,760dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM279$212,757dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS2,330$211,098dollars as filed
CACI INTL INC CL A127190304Stock450$208,467dollars as filed
Citigroup Inc.172967424COM1,450$202,942dollars as filed
PETROLEO BRASILEIRO S A71654V408SPONSORED ADR10,000$161,600dollars as filed
SERA PROGNOSTICS INC81749D107CMN27,293$49,673dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-002717this filing2026-07-21acceptance time not in the bulk data set