Birch Hill Investment Advisors

Birch Hill Investment Advisors as of June 30, 2026

Portfolio Holdings for Birch Hill Investment Advisors

Birch Hill Investment Advisors holds 211 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.3 $130M 547k 238.34
Amphenol Corp Cl A (APH) 5.1 $127M 720k 176.32
Alphabet Cap Stk Cl A (GOOGL) 4.6 $113M 315k 357.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.3 $106M 213k 500.39
Apple (AAPL) 4.3 $106M 367k 289.36
Microsoft Corporation (MSFT) 4.3 $106M 284k 373.02
Rockwell Automation (ROK) 3.7 $92M 186k 495.08
TJX Companies (TJX) 3.5 $87M 572k 151.50
Asml Hldg Nv N Y Registry Shs (ASML) 3.3 $82M 41k 1989.44
Ecolab (ECL) 3.3 $82M 293k 278.61
International Business Machines (IBM) 3.3 $81M 290k 281.21
Watts Water Technologies Cl A (WTS) 3.1 $76M 194k 391.45
Vertex Pharmaceuticals Incorporated (VRTX) 3.0 $73M 148k 496.73
Marsh & McLennan Companies (MRSH) 2.8 $68M 410k 166.67
Edwards Lifesciences (EW) 2.7 $67M 735k 90.46
Alphabet Cap Stk Cl C (GOOG) 2.5 $63M 177k 353.33
West Pharmaceutical Services (WST) 2.3 $57M 160k 359.00
Lincoln Electric Holdings (LECO) 2.2 $54M 203k 265.51
Analog Devices (ADI) 1.8 $45M 113k 397.17
Kroger (KR) 1.8 $44M 796k 55.53
S&p Global (SPGI) 1.7 $42M 103k 407.26
Costco Wholesale Corporation (COST) 1.3 $33M 35k 935.47
Johnson & Johnson (JNJ) 1.3 $32M 127k 253.97
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $32M 214k 148.31
Clorox Company (CLX) 1.3 $31M 325k 95.44
JPMorgan Chase & Co. (JPM) 1.3 $31M 94k 327.33
Fiserv (FISV) 1.2 $31M 623k 49.05
Ishares Tr Core S&p500 Etf (IVV) 1.2 $31M 41k 748.88
Mastercard Incorporated Cl A (MA) 1.2 $30M 58k 513.60
W.W. Grainger (GWW) 1.2 $29M 21k 1360.40
NVIDIA Corporation (NVDA) 1.1 $27M 136k 200.09
Pepsi (PEP) 1.0 $25M 185k 135.40
Alcon Ord Shs (ALC) 0.9 $21M 320k 67.10
Nextera Energy (NEE) 0.8 $20M 225k 87.77
Trane Technologies SHS (TT) 0.7 $18M 38k 491.16
Carlisle Companies (CSL) 0.7 $18M 50k 362.75
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.6 $15M 200k 75.31
Labcorp Holdings Com Shs (LH) 0.6 $14M 51k 280.00
Procter & Gamble Company (PG) 0.5 $13M 91k 146.64
Merck & Co (MRK) 0.5 $11M 88k 128.50
Bank of America Corporation (BAC) 0.4 $10M 178k 56.98
Broadcom (AVGO) 0.4 $9.4M 25k 377.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $9.3M 121k 77.11
Chewy Cl A (CHWY) 0.4 $9.3M 475k 19.65
Ishares Tr Msci Eafe Etf (EFA) 0.3 $8.6M 83k 103.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $8.0M 133k 59.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $7.9M 110k 71.25
Uber Technologies (UBER) 0.3 $7.7M 107k 72.16
Boston Properties (BXP) 0.3 $7.4M 111k 66.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $7.3M 35k 212.77
Coca-Cola Company (KO) 0.3 $7.3M 90k 81.27
Danaher Corporation (DHR) 0.3 $7.0M 37k 190.48
Raytheon Technologies Corp (RTX) 0.3 $7.0M 37k 189.73
Abbvie (ABBV) 0.3 $6.4M 26k 251.64
Visa Com Cl A (V) 0.2 $6.0M 18k 343.10
Automatic Data Processing (ADP) 0.2 $5.9M 26k 223.95
Hayward Hldgs (HAYW) 0.2 $5.3M 304k 17.31
Home Depot (HD) 0.2 $4.9M 14k 352.68
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $4.7M 103k 45.52
Intel Corporation (INTC) 0.2 $4.4M 32k 139.63
Caterpillar (CAT) 0.2 $4.3M 4.0k 1064.90
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.3M 14k 300.45
Colgate-Palmolive Company (CL) 0.2 $4.2M 46k 91.68
Emerson Electric (EMR) 0.2 $4.1M 29k 143.15
Oracle Corporation (ORCL) 0.2 $4.0M 28k 146.55
Gentex Corporation (GNTX) 0.2 $3.8M 149k 25.27
Hilton Worldwide Holdings (HLT) 0.1 $3.7M 11k 330.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $3.6M 26k 136.68
Mccormick & Co Com Non Vtg (MKC) 0.1 $3.1M 62k 50.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.1M 45k 68.41
Us Bancorp Com New (USB) 0.1 $2.9M 48k 60.40
Thermo Fisher Scientific (TMO) 0.1 $2.9M 5.8k 501.36
Ge Aerospace Com New (GE) 0.1 $2.9M 7.7k 373.73
Wabtec Corporation (WAB) 0.1 $2.8M 11k 269.60
Ingersoll Rand (IR) 0.1 $2.7M 33k 81.99
Air Products & Chemicals (APD) 0.1 $2.7M 9.2k 293.18
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.6M 21k 124.44
Ge Vernova (GEV) 0.1 $2.5M 2.1k 1174.86
Illinois Tool Works (ITW) 0.1 $2.4M 8.8k 270.47
Mondelez Intl Cl A (MDLZ) 0.1 $2.3M 41k 57.84
CVS Caremark Corporation (CVS) 0.1 $2.2M 21k 103.45
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $2.2M 41k 53.11
Union Pacific Corporation (UNP) 0.1 $2.1M 7.8k 272.00
Abbott Laboratories (ABT) 0.1 $2.1M 23k 90.74
Linde SHS (LIN) 0.1 $2.1M 4.0k 518.88
Deere & Company (DE) 0.1 $2.0M 3.2k 634.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.0M 2.7k 746.77
Vanguard World Inf Tech Etf (VGT) 0.1 $2.0M 17k 119.52
Global X Fds Global X Copper (COPX) 0.1 $1.9M 25k 76.97
Walt Disney Company (DIS) 0.1 $1.8M 19k 96.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.8M 2.6k 686.90
Airbnb Com Cl A (ABNB) 0.1 $1.8M 12k 143.10
Allegion Ord Shs (ALLE) 0.1 $1.8M 13k 140.49
Chevron Corporation (CVX) 0.1 $1.8M 11k 165.76
Dover Corporation (DOV) 0.1 $1.6M 7.3k 224.28
Marriott Intl Cl A (MAR) 0.1 $1.6M 4.3k 370.59
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $1.5M 8.1k 190.52
McDonald's Corporation (MCD) 0.1 $1.5M 5.6k 270.31
Nike CL B (NKE) 0.1 $1.5M 36k 41.05
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.3M 17k 80.57
Tesla Motors (TSLA) 0.1 $1.3M 3.2k 420.60
Waste Management (WM) 0.1 $1.3M 6.0k 222.88
Carrier Global Corporation (CARR) 0.1 $1.3M 18k 73.35
Wal-Mart Stores (WMT) 0.1 $1.3M 12k 113.26
Meta Platforms Cl A (META) 0.1 $1.3M 2.3k 563.30
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.3M 2.7k 477.64
Vertiv Holdings Com Cl A (VRT) 0.0 $1.2M 3.6k 334.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.2M 11k 110.32
Siteone Landscape Supply (SITE) 0.0 $1.2M 10k 114.41
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.0M 6.5k 156.95
United Parcel Svcs CL B (UPS) 0.0 $1.0M 9.5k 107.50
Broadridge Financial Solutions (BR) 0.0 $1.0M 7.4k 136.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.0M 7.4k 137.53
IDEXX Laboratories (IDXX) 0.0 $1.0M 1.9k 526.44
Roper Industries (ROP) 0.0 $1.0M 3.0k 338.39
Duke Energy Corp Com New (DUK) 0.0 $999k 7.9k 126.58
Philip Morris International (PM) 0.0 $990k 5.5k 180.91
Eli Lilly & Co. (LLY) 0.0 $981k 818.00 1199.43
Marvell Technology (MRVL) 0.0 $956k 3.2k 297.89
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $915k 4.0k 227.06
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $893k 8.7k 102.81
Ishares Tr Esg Aware Msci (ESML) 0.0 $879k 16k 55.93
salesforce (CRM) 0.0 $842k 5.4k 156.66
Arista Networks Com Shs (ANET) 0.0 $835k 4.9k 169.86
3M Company (MMM) 0.0 $815k 5.0k 161.91
Dominion Resources (D) 0.0 $807k 12k 68.29
Ishares Gold Tr Ishares New (IAU) 0.0 $804k 11k 75.51
Vanguard Index Fds Small Cp Etf (VB) 0.0 $799k 2.6k 303.12
Constellation Energy (CEG) 0.0 $786k 3.2k 248.37
Compass Cl A (COMP) 0.0 $784k 64k 12.33
American Express Company (AXP) 0.0 $761k 2.3k 338.25
CarMax (KMX) 0.0 $756k 14k 52.89
Amgen (AMGN) 0.0 $746k 2.1k 362.12
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $720k 28k 25.95
Booking Holdings (BKNG) 0.0 $713k 4.0k 178.24
FedEx Corporation (FDX) 0.0 $694k 2.2k 313.13
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $678k 5.5k 124.42
Advanced Micro Devices (AMD) 0.0 $669k 1.2k 580.91
Nutrien (NTR) 0.0 $652k 10k 62.95
Goldman Sachs (GS) 0.0 $632k 625.00 1011.37
Arch Cap Group Ord (ACGL) 0.0 $597k 6.2k 97.06
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $586k 893.00 656.19
Brunswick Corporation (BC) 0.0 $585k 6.9k 84.24
Vistra Energy (VST) 0.0 $562k 3.5k 158.63
Intuit (INTU) 0.0 $552k 2.1k 261.00
Otis Worldwide Corp (OTIS) 0.0 $540k 7.5k 71.60
Spdr Gold Tr Gold Shs (GLD) 0.0 $527k 1.4k 368.38
Alliance Laundry Hldgs (ALH) 0.0 $520k 20k 26.52
Vanguard World Mega Grwth Ind (MGK) 0.0 $506k 5.8k 87.91
Cisco Systems (CSCO) 0.0 $504k 4.3k 117.46
Shell Spon Ads (SHEL) 0.0 $504k 6.5k 77.54
Palantir Technologies Cl A (PLTR) 0.0 $490k 4.2k 116.67
Norfolk Southern (NSC) 0.0 $484k 1.5k 314.59
Pfizer (PFE) 0.0 $481k 20k 24.08
Ishares Tr Esg Msci Kld Etf (DSI) 0.0 $470k 3.3k 142.39
Qualcomm (QCOM) 0.0 $466k 2.5k 184.79
Verizon Communications (VZ) 0.0 $445k 11k 42.34
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $430k 2.7k 158.03
Ishares Tr Core Msci Eafe (IEFA) 0.0 $422k 4.4k 96.58
Wells Fargo & Company (WFC) 0.0 $420k 5.1k 82.64
Zimmer Holdings (ZBH) 0.0 $413k 4.8k 86.09
PPG Industries (PPG) 0.0 $402k 3.3k 121.29
Altria (MO) 0.0 $389k 5.4k 71.95
Morgan Stanley Com New (MS) 0.0 $370k 1.8k 209.04
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $366k 11k 33.29
Lennar Corp Cl A (LEN) 0.0 $362k 4.0k 90.49
Cava Group Ord (CAVA) 0.0 $344k 4.4k 78.48
Adobe Systems Incorporated (ADBE) 0.0 $342k 1.7k 205.02
Becton, Dickinson and (BDX) 0.0 $335k 2.2k 151.33
Mobileye Global Common Class A (MBLY) 0.0 $335k 35k 9.68
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $334k 475.00 703.34
Bristol Myers Squibb (BMY) 0.0 $333k 5.8k 57.62
Waters Corporation (WAT) 0.0 $328k 875.00 375.04
Avery Dennison Corporation (AVY) 0.0 $328k 2.0k 162.35
CSX Corporation (CSX) 0.0 $319k 6.7k 47.53
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $318k 1.3k 236.62
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $315k 800.00 393.96
Msa Safety Inc equity (MSA) 0.0 $314k 1.8k 174.58
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) 0.0 $314k 9.3k 33.91
Servicenow (NOW) 0.0 $310k 3.1k 99.28
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $308k 3.2k 96.32
Datadog Cl A Com (DDOG) 0.0 $295k 1.1k 260.36
Essential Utils (WTRG) 0.0 $287k 7.5k 38.31
Moody's Corporation (MCO) 0.0 $281k 620.00 452.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $281k 758.00 370.04
UnitedHealth (UNH) 0.0 $272k 654.00 415.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $270k 8.5k 31.71
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $269k 3.7k 73.46
Ishares Tr Russell 3000 Etf (IWV) 0.0 $269k 630.00 426.40
Hubbell (HUBB) 0.0 $264k 504.00 523.20
Welltower Inc Com reit (WELL) 0.0 $262k 1.2k 226.97
Doordash Cl A (DASH) 0.0 $258k 1.4k 184.53
Hewlett Packard Enterprise (HPE) 0.0 $250k 5.5k 45.11
Kla Corp Com New (KLAC) 0.0 $244k 810.00 301.71
Charles Schwab Corporation (SCHW) 0.0 $243k 2.6k 92.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $240k 326.00 737.00
Texas Instruments Incorporated (TXN) 0.0 $239k 800.00 298.07
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $231k 3.0k 76.11
Spdr Index Shs Fds St Str Asia Etf (GMF) 0.0 $229k 1.5k 156.97
SYSCO Corporation (SYY) 0.0 $227k 2.7k 83.58
Ross Stores (ROST) 0.0 $223k 1.0k 212.85
Southern Copper Corporation (SCCO) 0.0 $219k 1.3k 174.26
Cloudflare Cl A Com (NET) 0.0 $217k 885.00 245.28
Unilever Spon Adr New (UL) 0.0 $214k 3.6k 60.12
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $213k 4.0k 53.19
Crowdstrike Hldgs Cl A (CRWD) 0.0 $213k 279.00 762.57
Ishares Tr Expanded Tech (IGV) 0.0 $211k 2.3k 90.60
Caci Intl Cl A (CACI) 0.0 $209k 450.00 463.26
Citigroup Com New (C) 0.0 $203k 1.5k 139.96
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.0 $162k 10k 16.16
Sera Prognostics Class A Com (SERA) 0.0 $50k 27k 1.82