What Birch Hill Investment Advisors LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1424177 · Filed Jul 21, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 719.9K |
| +3.1% |
| $126.9M |
| 5.1% |
GOOGLAlphabet Inc. | 314.7K | −3.2% | $112.5M | 4.6% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 212.6K | −0.2% | $106.4M | 4.3% |
AAPLApple Inc. | 367.1K | +1.5% | $106.2M | 4.3% |
MSFTMicrosoft Corp | 283.6K | +1.0% | $105.8M | 4.3% |
ROKRockwell Automation, Inc | 186.1K | −1.4% | $92.1M | 3.7% |
TJXTJX Companies Inc | 572.2K | −1.2% | $86.7M | 3.5% |
ASMLASML Holding NV | 41.1K | +3.5% | $81.8M | 3.3% |
ECLEcolab Inc. | 292.6K | +1.0% | $81.5M | 3.3% |
IBMInternational Business Machines Corp | 289.5K | +3.6% | $81.4M | 3.3% |
WTSWatts Water Technologies Inc | 194.2K | +2.6% | $76M | 3.1% |
VRTXVertex Pharmaceuticals Inc | 147.7K | −2.1% | $73.4M | 3% |
MRSHMarsh & McLennan Companies, Inc. | 410.2K | −4.1% | $68.4M | 2.8% |
EWEdwards Lifesciences Corp | 735.4K | −0.7% | $66.5M | 2.7% |
GOOGAlphabet Inc. | 177K | −2.2% | $62.5M | 2.5% |
WSTWest Pharmaceutical Services Inc | 159.7K | −0.9% | $57.3M | 2.3% |
LECOLincoln Electric Holdings Inc | 202.7K | +1.3% | $53.8M | 2.2% |
ADIAnalog Devices Inc | 112.9K | −1.7% | $44.8M | 1.8% |
KRKroger Co | 796.4K | +0.5% | $44.2M | 1.8% |
SPGIS&P Global Inc. | 102.5K | −3.2% | $41.7M | 1.7% |
COSTCostco Wholesale Corp | 34.9K | −0.5% | $32.6M | 1.3% |
JNJJohnson & Johnson | 126.6K | −4.0% | $32.2M | 1.3% |
ISHARES TRCORE S&P SCP ETF | 213.8K | +1.4% | $31.7M | 1.3% |
CLXClorox Co | 324.9K | +9.2% | $31M | 1.3% |
JPMJPMorgan Chase & Co | 94.4K | −1.2% | $30.9M | 1.3% |
FISVFiserv Inc | 623.3K | +17.8% | $30.6M | 1.2% |
ISHARES TRCORE S&P500 ETF | 40.8K | −0.1% | $30.5M | 1.2% |
MAMastercard Inc | 57.5K | +0.1% | $29.5M | 1.2% |
GWWW.W. Grainger, Inc. | 21K | −1.5% | $28.5M | 1.2% |
NVDANVIDIA Corp | 136.1K | +5.8% | $27.2M | 1.1% |
PEPPepsiCo Inc | 184.9K | −0.3% | $25M | 1% |
ALCAlcon Inc | 319.6K | −22.8% | $21.4M | 0.9% |
NEENextEra Energy Inc | 225.3K | +35.8% | $19.8M | 0.8% |
TTTrane Technologies plc | 37.5K | ±0% | $18.4M | 0.7% |
CSLCarlisle Companies Inc | 49.5K | +1.0% | $18M | 0.7% |
J P MORGAN EXCHANGE TRADED FBETABULDRS JAPAN | 200.3K | +28.7% | $15.1M | 0.6% |
LHLabcorp Holdings Inc. | 51.1K | −16.3% | $14.3M | 0.6% |
PGPROCTER & GAMBLE Co | 90.5K | +2.3% | $13.3M | 0.5% |
MRKMerck & Co., Inc. | 88K | −0.9% | $11.3M | 0.5% |
BACBank of America Corp | 178.4K | −2.5% | $10.2M | 0.4% |
AVGOBroadcom Inc. | 24.9K | −0.1% | $9.4M | 0.4% |
ISHARES TRCORE S&P MCP ETF | 121.1K | +1.9% | $9.3M | 0.4% |
CHWYChewy, Inc. | 475K | −33.5% | $9.3M | 0.4% |
ISHARES TRMSCI EAFE ETF | 82.7K | +2.1% | $8.6M | 0.3% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 133.3K | +2.2% | $8M | 0.3% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 110.3K | +8.4% | $7.9M | 0.3% |
UBERUber Technologies, Inc | 107K | −6.1% | $7.7M | 0.3% |
BXPBXP, Inc. | 110.9K | −3.3% | $7.4M | 0.3% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 34.5K | −2.1% | $7.3M | 0.3% |
KOCoca Cola Co | 90.2K | ±0% | $7.3M | 0.3% |
DHRDanaher Corp | 37K | +1,345.7% | $7M | 0.3% |
RTXRTX Corp | 36.9K | −0.1% | $7M | 0.3% |
ABBVAbbVie Inc. | 25.5K | −0.3% | $6.4M | 0.3% |
VVisa Inc. | 17.5K | +21.3% | $6M | 0.2% |
ADPAutomatic Data Processing Inc | 26.3K | ±0% | $5.9M | 0.2% |
HAYWHayward Holdings, Inc. | 304.2K | −6.2% | $5.3M | 0.2% |
HDHome Depot, Inc. | 13.9K | −0.1% | $4.9M | 0.2% |
GBTCGrayscale Bitcoin Trust ETF | 102.9K | ±0% | $4.7M | 0.2% |
INTCIntel Corp | 31.8K | ±0% | $4.4M | 0.2% |
CATCaterpillar Inc | 4K | −0.4% | $4.3M | 0.2% |
ISHARES TRRUSSELL 2000 ETF | 14.2K | +0.6% | $4.3M | 0.2% |
CLColgate Palmolive Co | 45.8K | −1.7% | $4.2M | 0.2% |
EMREmerson Electric Co | 28.5K | −3.0% | $4.1M | 0.2% |
ORCLOracle Corp | 27.5K | −0.9% | $4M | 0.2% |
GNTXGentex Corp | 148.7K | −3.4% | $3.8M | 0.2% |
HLTHilton Worldwide Holdings Inc. | 11.2K | −0.1% | $3.7M | 0.1% |
ISHARES TRSP SMCP600VL ETF | 26.4K | +2.5% | $3.6M | 0.1% |
MKCMcCormick & Co Inc | 62.1K | −6.1% | $3.1M | 0.1% |
ISHARES TRMSCI EMG MKT ETF | 45.3K | +2.3% | $3.1M | 0.1% |
USBUS Bancorp de | 48.4K | −1.4% | $2.9M | 0.1% |
TMOThermo Fisher Scientific Inc. | 5.8K | ±0% | $2.9M | 0.1% |
GEGeneral Electric Co | 7.7K | +17.6% | $2.9M | 0.1% |
WABWestinghouse Air Brake Technologies Corp | 10.5K | ±0% | $2.8M | 0.1% |
IRIngersoll Rand Inc. | 33.1K | ±0% | $2.7M | 0.1% |
APDAir Products & Chemicals, Inc. | 9.2K | −2.2% | $2.7M | 0.1% |
ACNAccenture plc | 20.8K | −5.8% | $2.6M | 0.1% |
GEVGE Vernova Inc. | 2.1K | +26.0% | $2.5M | 0.1% |
ITWIllinois Tool Works Inc | 8.8K | ±0% | $2.4M | 0.1% |
MDLZMondelez International, Inc. | 40.5K | −11.8% | $2.3M | 0.1% |
CVSCVS HEALTH Corp | 21.2K | ±0% | $2.2M | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 40.7K | New | $2.2M | 0.1% |
UNPUnion Pacific Corp | 7.8K | ±0% | $2.1M | 0.1% |
ABTAbbott Laboratories | 23.2K | −0.6% | $2.1M | 0.1% |
LINLinde PLC | 4K | −14.9% | $2.1M | 0.1% |
DEDeere & Co | 3.2K | ±0% | $2M | 0.1% |
SPYSPDR S&P 500 ETF Trust | 2.7K | −0.4% | $2M | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 16.9K | +749.3% | $2M | 0.1% |
GLOBAL X FDSGLOBAL X COPPER | 24.5K | ±0% | $1.9M | 0.1% |
DISWalt Disney Co | 19.1K | +28.9% | $1.8M | 0.1% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 2.6K | −0.6% | $1.8M | 0.1% |
ABNBAirbnb, Inc. | 12.4K | −11.7% | $1.8M | 0.1% |
ALLEAllegion plc | 12.5K | ±0% | $1.8M | 0.1% |
CVXChevron Corp | 10.6K | −4.9% | $1.8M | 0.1% |
DOVDOVER Corp | 7.3K | −4.3% | $1.6M | 0.1% |
MARMarriott International Inc | 4.3K | ±0% | $1.6M | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 8.1K | New | $1.5M | 0.1% |
MCDMcDonald's Corp | 5.6K | −0.5% | $1.5M | 0.1% |
NKENIKE, Inc. | 36K | +0.3% | $1.5M | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 16.7K | +300.0% | $1.3M | 0.1% |
TSLATesla, Inc. | 3.2K | +1.8% | $1.3M | 0.1% |
WMWaste Management Inc | 6K | −2.2% | $1.3M | 0.1% |
CARRCARRIER GLOBAL Corp | 17.9K | ±0% | $1.3M | 0.1% |
WMTWalmart Inc. | 11.5K | −3.1% | $1.3M | 0.1% |
METAMeta Platforms, Inc. | 2.3K | +34.5% | $1.3M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.7K | +81.9% | $1.3M | 0.1% |
VRTVertiv Holdings Co | 3.6K | −1.1% | $1.2M | 0.1% |
ISHARES TRRUS MID CAP ETF | 10.7K | ±0% | $1.2M | 0.1% |
SITESiteOne Landscape Supply, Inc. | 10.1K | +33.8% | $1.2M | 0.1% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 6.5K | +4.8% | $1M | 0.1% |
UPSUnited Parcel Service Inc | 9.5K | −6.7% | $1M | 0.1% |
BRBroadridge Financial Solutions, Inc. | 7.4K | −49.8% | $1M | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 7.4K | +4.4% | $1M | 0.1% |
IDXXIDEXX Laboratories Inc | 1.9K | ±0% | $1M | 0.1% |
ROPRoper Technologies Inc | 3K | −44.7% | $1M | 0.1% |
DUKDuke Energy CORP | 7.9K | ±0% | $998.5K | 0.1% |
PMPhilip Morris International Inc. | 5.5K | ±0% | $989.8K | 0.1% |
LLYELI LILLY & Co | 818 | +20.6% | $981.1K | 0.1% |
MRVLMarvell Technology, Inc. | 3.2K | New | $955.6K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 4K | +7.5% | $914.6K | 0.1% |
ISHARES TRESG AW MSCI EAFE | 8.7K | ±0% | $892.7K | 0.1% |
ISHARES TRESG AWARE MSCI | 15.7K | +11.3% | $879.3K | 0.1% |
CRMSalesforce, Inc. | 5.4K | −17.2% | $842K | 0.1% |
ANETArista Networks, Inc. | 4.9K | +62.1% | $834.7K | 0.1% |
MMM3M Co | 5K | ±0% | $814.9K | 0.1% |
DDominion Energy, Inc | 11.8K | −2.2% | $807K | 0.1% |
IAUiShares Gold Trust | 10.7K | ±0% | $804.3K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 2.6K | ±0% | $799K | 0.1% |
CEGConstellation Energy Corp | 3.2K | +35.0% | $785.8K | 0.1% |
COMPCompass, Inc. | 63.6K | +96.9% | $784.2K | 0.1% |
AXPAmerican Express Co | 2.3K | −1.4% | $761.1K | 0.1% |
KMXCarMax Inc | 14.3K | −8.0% | $755.5K | 0.1% |
AMGNAmgen Inc | 2.1K | ±0% | $746K | 0.1% |
BTCGrayscale Bitcoin Mini Trust ETF | 27.8K | −3.5% | $720.4K | 0.1% |
BKNGBooking Holdings Inc. | 4K | +2,122.2% | $713K | 0.1% |
FDXFedEx Corp | 2.2K | ±0% | $694.2K | 0.1% |
ISHARES TREAFE GRWTH ETF | 5.5K | ±0% | $678.1K | 0.1% |
AMDAdvanced Micro Devices Inc | 1.2K | −6.9% | $669.2K | 0.1% |
NTRNutrien Ltd. | 10.4K | −1.4% | $651.5K | 0.1% |
GSGoldman Sachs Group Inc | 625 | ±0% | $632.1K | 0.1% |
ACGLArch Capital Group Ltd. | 6.2K | −4.7% | $596.9K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 893 | −30.9% | $586K | 0.1% |
BCBrunswick Corp | 6.9K | −18.2% | $585K | 0.1% |
VSTVistra Corp. | 3.5K | ±0% | $561.6K | 0.1% |
INTUIntuit Inc. | 2.1K | −87.6% | $552K | 0.1% |
OTISOtis Worldwide Corp | 7.5K | ±0% | $539.6K | 0.1% |
GLDSPDR Gold Trust | 1.4K | +14.4% | $526.8K | 0.1% |
ALHAlliance Laundry Holdings Inc. | 19.6K | New | $520.1K | 0.1% |
VANGUARD WORLD FDMEGA GRWTH IND | 5.8K | +400.0% | $505.9K | 0.1% |
CSCOCisco Systems, Inc. | 4.3K | ±0% | $504K | 0.1% |
SHELShell plc | 6.5K | ±0% | $504K | 0.1% |
PLTRPalantir Technologies Inc. | 4.2K | +15.1% | $490K | 0.1% |
NSCNorfolk Southern Corp | 1.5K | ±0% | $483.5K | 0.1% |
PFEPfizer Inc | 20K | −7.0% | $480.5K | 0.1% |
ISHARES TRESG MSCI KLD ETF | 3.3K | New | $469.7K | 0.1% |
QCOMQualcomm Inc | 2.5K | ±0% | $466K | 0.1% |
VZVerizon Communications Inc | 10.5K | ±0% | $445.1K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 2.7K | ±0% | $429.8K | 0.1% |
ISHARES TRCORE MSCI EAFE | 4.4K | −21.6% | $421.9K | 0.1% |
WFCWells Fargo & Company | 5.1K | ±0% | $419.7K | 0.1% |
ZBHZimmer Biomet Holdings, Inc. | 4.8K | ±0% | $412.5K | 0.1% |
PPGPPG Industries Inc | 3.3K | ±0% | $402.1K | 0.1% |
MOAltria Group, Inc. | 5.4K | ±0% | $388.5K | 0.1% |
MSMorgan Stanley | 1.8K | −5.3% | $370.2K | 0.1% |
IBITiShares Bitcoin Trust ETF | 11K | ±0% | $366.2K | 0.1% |
LENLennar Corp | 4K | New | $362K | 0.1% |
CAVACava Group, Inc. | 4.4K | ±0% | $343.9K | 0.1% |
ADBEAdobe Inc. | 1.7K | −3.5% | $341.8K | 0.1% |
BDXBecton Dickinson & Co | 2.2K | ±0% | $335.2K | 0.1% |
MBLYMobileye Global Inc. | 34.6K | −11.5% | $334.9K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 475 | ±0% | $334.1K | 0.1% |
BMYBristol Myers Squibb Co | 5.8K | ±0% | $333.2K | 0.1% |
WATWaters Corp | 875 | ±0% | $328.2K | 0.1% |
AVYAvery Dennison Corp | 2K | −2.9% | $327.9K | 0.1% |
CSXCSX Corp | 6.7K | ±0% | $318.5K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.3K | ±0% | $318K | 0.1% |
ISHARES TRRUS 2000 GRW ETF | 800 | ±0% | $315.2K | 0.1% |
MSAMSA Safety Inc | 1.8K | ±0% | $314.2K | 0.1% |
INVESCO EXCH TRADED FD TR IIESG S&P 500 EQL | 9.3K | ±0% | $314K | 0.1% |
NOWServiceNow, Inc. | 3.1K | New | $310.3K | 0.1% |
WISDOMTREE TRUS LARGECAP DIVD | 3.2K | ±0% | $308.2K | 0.1% |
DDOGDatadog, Inc. | 1.1K | New | $294.7K | 0.1% |
WTRGEssential Utilities, Inc. | 7.5K | ±0% | $286.7K | 0.1% |
MCOMoody's Corp | 620 | ±0% | $280.8K | 0.1% |
VANGUARD INDEX FDSTOTAL STK MKT | 758 | ±0% | $280.5K | 0.1% |
UNHUnitedHealth Group Inc | 654 | New | $271.8K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 8.5K | ±0% | $269.5K | 0.1% |
GLOBAL X FDSGLB X MLP ENRG I | 3.7K | ±0% | $269.3K | 0.1% |
ISHARES TRRUSSELL 3000 ETF | 630 | ±0% | $268.6K | 0.1% |
HUBBHubbell Inc | 504 | ±0% | $263.7K | 0.1% |
WELLWelltower Inc. | 1.2K | ±0% | $261.5K | 0.1% |
DASHDoorDash, Inc. | 1.4K | New | $258.3K | 0.1% |
HPEHewlett Packard Enterprise Co | 5.5K | New | $249.6K | 0.1% |
KLACKLA Corp | 810 | New | $244.4K | 0.1% |
SCHWSchwab Charles Corp | 2.6K | New | $242.7K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 326 | New | $240.3K | 0.1% |
TXNTexas Instruments Inc | 800 | New | $238.5K | 0.1% |
ISHARES TRMSCI ACWI EX US | 3K | ±0% | $230.6K | 0.1% |
SPDR INDEX SHS FDSST STR ASIA ETF | 1.5K | New | $229.3K | 0.1% |
SYYSysco Corp | 2.7K | −5.2% | $227.2K | 0.1% |
ROSTRoss Stores, Inc. | 1K | −3.7% | $223.1K | 0.1% |
SCCOSouthern Copper Corp | 1.3K | New | $218.5K | 0.1% |
NETCloudflare, Inc. | 885 | New | $217.1K | 0.1% |
ULUnilever PLC | 3.6K | ±0% | $213.7K | 0.1% |
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF | 4K | ±0% | $212.8K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 279 | New | $212.8K | 0.1% |
ISHARES TREXPANDED TECH | 2.3K | New | $211.1K | 0.1% |
CACICACI International Inc | 450 | ±0% | $208.5K | 0.1% |
CCitigroup Inc | 1.5K | New | $202.9K | 0.1% |
PBRPetrobras - Petroleo Brasileiro SA | 10K | New | $161.6K | 0.1% |
SERASera Prognostics, Inc. | 27.3K | ±0% | $49.7K | 0.1% |
