Birch Hill Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Birch Hill Investment Advisors LLC held in its portfolio 200 assets valued at $2,392,665,604 (i.e. $2.39B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($136.64M), AMAZON COM INC ($124.69M), and ALPHABET INC ($113.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 200 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Birch Hill Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 282529 | 136636854 | COM |
| AMAZON COM INC | 540217 | 124692890 | COM |
| ALPHABET INC | 361655 | 113197879 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 216785 | 108967049 | CL B NEW |
| AMPHENOL CORP NEW | 732076 | 98932751 | CL A |
| APPLE INC | 362974 | 98678068 | COM |
| TJX COS INC NEW | 599401 | 92073988 | COM |
| INTERNATIONAL BUSINESS MACHS | 282401 | 83650000 | COM |
| MARSH & MCLENNAN COS INC | 438591 | 81367351 | COM |
| ECOLAB INC | 293478 | 77043845 | COM |
| ROCKWELL AUTOMATION INC | 192763 | 74998300 | COM |
| VERTEX PHARMACEUTICALS INC | 152485 | 69130600 | COM |
| EDWARDS LIFESCIENCES CORP | 743680 | 63398720 | COM |
| ALPHABET INC | 189401 | 59434059 | CAP STK CL C |
| INTUIT | 88753 | 58791632 | COM |
| S&P GLOBAL INC | 106211 | 55504806 | COM |
| WATTS WATER TECHNOLOGIES INC | 189909 | 52418682 | CL A |
| KROGER CO | 793039 | 49549077 | COM |
| LINCOLN ELEC HLDGS INC | 200860 | 48134090 | COM |
| ASML HOLDING N V | 39658 | 42428996 | N Y REGISTRY SHS |
| WEST PHARMACEUTICAL SVSC INC | 152148 | 41862001 | COM |
| ALCON AG | 441835 | 34821016 | ORD SHS |
| MASTERCARD INCORPORATED | 58005 | 33114127 | CL A |
| FISERV INC | 487695 | 32758473 | COM |
| ANALOG DEVICES INC | 115973 | 31451878 | COM |
| JPMORGAN CHASE & CO. | 96810 | 31194138 | COM |
| COSTCO WHSL CORP NEW | 35265 | 30410420 | COM |
| ISHARES TR | 41008 | 28087733 | CORE S&P500 ETF |
| JOHNSON & JOHNSON | 134441 | 27822565 | COM |
| PEPSICO INC | 184575 | 26490158 | COM |
| ISHARES TR | 211673 | 25438863 | CORE S&P SCP ETF |
| NVIDIA CORPORATION | 119026 | 22198319 | COM |
| CLOROX CO DEL | 219206 | 22102541 | COM |
| WW GRAINGER INC | 21301 | 21493774 | COM |
| LABCORP HOLDINGS INC | 82505 | 20698895 | COM SHS |
| CARLISLE COS INC | 47587 | 15221178 | COM |
| CHEWY INC | 457311 | 15114129 | CL A |
| TRANE TECHNOLOGIES PLC | 37502 | 14595778 | SHS |
| NEXTERA ENERGY INC | 157922 | 12677978 | COM |
| PROCTER AND GAMBLE CO | 80868 | 11589193 | COM |
| BANK AMERICA CORP | 198000 | 10890000 | COM |
| J P MORGAN EXCHANGE TRADED F | 149681 | 9865475 | BETABULDRS JAPAN |
| UBER TECHNOLOGIES INC | 117257 | 9581069 | COM |
| MERCK & CO INC | 89385 | 9408638 | COM |
| BROADCOM INC | 24766 | 8571513 | COM |
| EXXON MOBIL CORP | 67720 | 8149425 | COM |
| BXP INC | 120441 | 8127359 | COM |
| ISHARES TR | 118714 | 7835135 | CORE S&P MCP ETF |
| ISHARES TR | 78252 | 7514540 | MSCI EAFE ETF |
| AUTOMATIC DATA PROCESSING IN | 27568 | 7091317 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 102850 | 7030826 | SHS REP COM UT |
| RTX CORPORATION | 37069 | 6798455 | COM |
| VANGUARD INTL EQUITY INDEX F | 121141 | 6512540 | FTSE EMR MKT ETF |
| ACCENTURE PLC IRELAND | 23663 | 6348871 | SHS CLASS A |
| COCA COLA CO | 90401 | 6319934 | COM |
| ABBVIE INC | 25975 | 5934948 | COM |
| ORACLE CORP | 28825 | 5618232 | COM |
| INVESCO EXCHANGE TRADED FD T | 28967 | 5548919 | S&P500 EQL WGT |
| HAYWARD HLDGS INC | 324169 | 5008411 | COM |
| MONDELEZ INTL INC | 90557 | 4874696 | CL A |
| VANGUARD TAX-MANAGED FDS | 77295 | 4828619 | VAN FTSE DEV MKT |
| HOME DEPOT INC | 13919 | 4789528 | COM |
| VISA INC | 12955 | 4543539 | COM CL A |
| MCCORMICK & CO INC | 66660 | 4540213 | COM NON VTG |
| EMERSON ELEC CO | 29463 | 3910329 | COM |
| GENTEX CORP | 167988 | 3909081 | COM |
| COLGATE PALMOLIVE CO | 47691 | 3768543 | COM |
| ROPER TECHNOLOGIES INC | 7903 | 3517862 | COM |
| ISHARES TR | 14050 | 3458548 | RUSSELL 2000 ETF |
| THERMO FISHER SCIENTIFIC INC | 5766 | 3341109 | COM |
| HILTON WORLDWIDE HLDGS INC | 10807 | 3104311 | COM |
| ABBOTT LABS | 24525 | 3072775 | COM |
| ISHARES TR | 25764 | 2929894 | SP SMCP600VL ETF |
| US BANCORP DEL | 50120 | 2674403 | COM NEW |
| INGERSOLL RAND INC | 33090 | 2621390 | COM |
| ISHARES TR | 44167 | 2416377 | MSCI EMG MKT ETF |
| WABTEC | 11139 | 2377620 | COM |
| CATERPILLAR INC | 4044 | 2316686 | COM |
| AIR PRODS & CHEMS INC | 9071 | 2240718 | COM |
| SALESFORCE INC | 8392 | 2223131 | COM |
| NIKE INC | 34049 | 2169262 | CL B |
| ILLINOIS TOOL WKS INC | 8763 | 2158327 | COM |
| LINDE PLC | 4816 | 2053303 | SHS |
| ALLEGION PLC | 12500 | 1990250 | ORD SHS |
| BROADRIDGE FINL SOLUTIONS IN | 8913 | 1989114 | COM |
| SELECT SECTOR SPDR TR | 44220 | 1977076 | STATE STREET ENE |
| DISNEY WALT CO | 16872 | 1919527 | COM |
| SPDR S&P 500 ETF TR | 2729 | 1860968 | TR UNIT |
| UNION PAC CORP | 8033 | 1858194 | COM |
| AIRBNB INC | 13594 | 1844941 | COM CL A |
| GE AEROSPACE | 5836 | 1797668 | COM NEW |
| GLOBAL X FDS | 24520 | 1760291 | GLOBAL X COPPER |
| CHEVRON CORP NEW | 11538 | 1758507 | COM |
| MCDONALDS CORP | 5646 | 1725587 | COM |
| CVS HEALTH CORP | 21353 | 1694574 | COM |
| VANGUARD INDEX FDS | 2691 | 1687812 | S&P 500 ETF SHS |
| DOVER CORP | 7880 | 1538491 | COM |
| DEERE & CO | 3215 | 1496808 | COM |
| VANGUARD WORLD FD | 1830 | 1379417 | INF TECH ETF |
| WASTE MGMT INC DEL | 6104 | 1341110 | COM |
| MARRIOTT INTL INC NEW | 4291 | 1331240 | CL A |
| WALMART INC | 11909 | 1326782 | COM |
| IDEXX LABS INC | 1910 | 1292172 | COM |
| VANGUARD INDEX FDS | 4181 | 1213410 | MID CAP ETF |
| INTEL CORP | 31800 | 1173420 | COM |
| TESLA INC | 2575 | 1158029 | COM |
| BOOKING HOLDINGS INC | 215 | 1151396 | COM |
| UNITED PARCEL SERVICE INC | 11510 | 1141677 | CL B |
| META PLATFORMS INC | 1697 | 1120189 | CL A |
| GRAYSCALE BITCOIN MINI TR ET | 28761 | 1113914 | SHS NEW |
| ISHARES TR | 10706 | 1030667 | RUS MID CAP ETF |
| ADOBE INC | 2777 | 972078 | COM |
| CARRIER GLOBAL CORPORATION | 17891 | 945360 | COM |
| DUKE ENERGY CORP NEW | 7888 | 924552 | COM NEW |
| PHILIP MORRIS INTL INC | 5521 | 885568 | COM |
| GE VERNOVA INC | 1344 | 878398 | COM |
| ISHARES TR | 7051 | 869106 | S&P 500 GRWT ETF |
| BRUNSWICK CORP | 11405 | 846707 | COM |
| AMERICAN EXPRESS CO | 2281 | 843856 | COM |
| ISHARES TR | 8513 | 809501 | ESG AW MSCI EAFE |
| 3M CO | 5033 | 805783 | COM |
| SITEONE LANDSCAPE SUPPLY INC | 6459 | 804533 | COM |
| PALANTIR TECHNOLOGIES INC | 4486 | 797386 | CL A |
| ISHARES TR | 3723 | 789537 | S&P 500 VAL ETF |
| ISHARES GOLD TR | 9652 | 783453 | ISHARES NEW |
| DOMINION ENERGY INC | 12587 | 737472 | COM |
| CONSTELLATION ENERGY CORP | 2044 | 722084 | COM |
| PROFESIONALLY MANAGED PORTFO | 10593 | 693947 | AKRE FOCUS ETF |
| VANGUARD INDEX FDS | 2621 | 676087 | SMALL CP ETF |
| AMGEN INC | 2060 | 674259 | COM |
| NUTRIEN LTD | 10850 | 669662 | COM |
| ELI LILLY & CO | 614 | 659854 | COM |
| OTIS WORLDWIDE CORP | 7537 | 658357 | COM |
| ISHARES TR | 14122 | 649330 | ESG AWARE MSCI |
| FEDEX CORP | 2217 | 640396 | COM |
| CARMAX INC | 16300 | 629832 | COM |
| ISHARES TR | 5450 | 620864 | EAFE GRWTH ETF |
| ARCH CAP GROUP LTD | 6450 | 618684 | ORD |
| SELECT SECTOR SPDR TR | 4232 | 609281 | STATE STREET TEC |
| DANAHER CORPORATION | 2576 | 589698 | COM |
| GOLDMAN SACHS GROUP INC | 625 | 549375 | COM |
| ISHARES BITCOIN TRUST ETF | 11000 | 546150 | SHS BEN INT |
| PFIZER INC | 21930 | 546057 | COM |
| VISTRA CORP | 3210 | 517869 | COM |
| ISHARES TR | 5571 | 498382 | CORE MSCI EAFE |
| SPDR GOLD TR | 1240 | 491424 | GOLD SHS |
| ZIMMER BIOMET HOLDINGS INC | 5312 | 477655 | COM |
| SHELL PLC | 6500 | 477620 | SPON ADS |
| VANGUARD WORLD FD | 1151 | 475098 | MEGA GRWTH IND |
| WELLS FARGO CO NEW | 5079 | 473363 | COM |
| VANECK ETF TRUST | 1293 | 465796 | SEMICONDUCTR ETF |
| VERTIV HOLDINGS CO | 2775 | 449578 | COM CL A |
| NORFOLK SOUTHN CORP | 1537 | 443763 | COM |
| QUALCOMM INC | 2522 | 431388 | COM |
| BECTON DICKINSON & CO | 2215 | 429865 | COM |
| VERIZON COMMUNICATIONS INC | 10512 | 428147 | COM |
| ISHARES TR | 3224 | 415348 | ESG MSCI KLD 400 |
| MOBILEYE GLOBAL INC | 39100 | 408204 | COMMON CLASS A |
| PPG INDS INC | 3833 | 392729 | COM |
| VANGUARD WHITEHALL FDS | 2720 | 390374 | HIGH DIV YLD |
| ADVANCED MICRO DEVICES INC | 1812 | 388058 | COM |
| AVERY DENNISON CORP | 2081 | 378492 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1215 | 369354 | SPONSORED ADS |
| CISCO SYS INC | 4769 | 367356 | COM |
| KENVUE INC | 21158 | 364975 | COM |
| CAVA GROUP INC | 5982 | 351084 | COM |
| MORGAN STANLEY | 1871 | 332159 | COM NEW |
| MOODYS CORP | 620 | 316727 | COM |
| BRISTOL-MYERS SQUIBB CO | 5782 | 311881 | COM |
| ALTRIA GROUP INC | 5400 | 311364 | COM |
| HONEYWELL INTL INC | 1522 | 296927 | COM |
| VANGUARD SPECIALIZED FUNDS | 1344 | 295384 | DIV APP ETF |
| FACTSET RESH SYS INC | 1012 | 293672 | COM |
| MSA SAFETY INC | 1800 | 288252 | COM |
| ESSENTIAL UTILS INC | 7484 | 287086 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 475 | 286558 | UTSER1 S&PDCRP |
| WISDOMTREE TR | 3200 | 281856 | US LARGECAP DIVD |
| UNITEDHEALTH GROUP INC | 840 | 277292 | COM |
| INVESCO EXCH TRADED FD TR II | 8860 | 263939 | ESG S&P 500 EQL |
| ISHARES TR | 800 | 258408 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 758 | 254135 | TOTAL STK MKT |
| ISHARES TR | 650 | 251452 | RUSSELL 3000 ETF |
| CSX CORP | 6700 | 242875 | COM |
| CAPITAL ONE FINL CORP | 993 | 240663 | COM |
| CACI INTL INC | 450 | 239764 | CL A |
| AT&T INC | 9631 | 239234 | COM |
| SCHWAB STRATEGIC TR | 8500 | 233155 | US DIVIDEND EQ |
| UNILEVER PLC | 3554 | 232432 | SPON ADR NEW |
| WATERS CORP | 600 | 227898 | COM |
| PAYCHEX INC | 2000 | 224360 | COM |
| HUBBELL INC | 504 | 223831 | COM |
| GLOBAL X FDS | 3666 | 221903 | GLB X MLP ENRG I |
| SYSCO CORP | 3006 | 221512 | COM |
| ISHARES TR | 454 | 214878 | RUS 1000 GRW ETF |
| WELLTOWER INC | 1152 | 213823 | COM |
| ARISTA NETWORKS INC | 1606 | 210370 | COM SHS |
| CLOUDFLARE INC | 1060 | 209067 | CL A COM |
| COMCAST CORP NEW | 6918 | 206779 | CL A |
| INVESCO QQQ TR | 326 | 200429 | UNIT SER 1 |
| SERA PROGNOSTICS INC | 27293 | 80514 | CLASS A COM |
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