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Birch Hill Investment Advisors LLC
Period ended Sep 30, 2026 · Latest filing Oct 16, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,430,286,951
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $143,222,899
- AMAZON COM INC · COM · 023135106 · shares: $133,293,259
- APPLE INC · COM · 037833100 · shares: $121,218,227
- AMPHENOL CORP · CL A · 032095101 · shares: $117,116,641
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $105,999,888
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $104,430,640
- ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $79,944,388
- ECOLAB INC · COM · 278865100 · shares: $79,468,120
- ROCKWELL AUTOMATION INC · COM · 773903109 · shares: $79,227,883
- VERTEX PHARMACEUTICALS INC · COM · 92532F100 · shares: $75,033,168
Reported holdings
219 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DOVER CORP | COM | 260003108 | — | 7,155 shares | $1,338,343 |
| MCDONALDS CORP | COM | 580135101 | — | 5,616 shares | $1,296,959 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,757 shares | $1,257,907 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 5,969 shares | $1,217,198 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 15,427 shares | $1,204,849 |
| TESLA INC | COM | 88160R101 | — | 3,277 shares | $1,162,712 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 10,706 shares | $1,142,437 |
| SALESFORCE INC | COM | 79466L302 | — | 4,890 shares | $1,122,597 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 6,750 shares | $1,087,425 |
| NIKE INC | CL B | 654106103 | — | 29,781 shares | $1,054,247 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 7,361 shares | $1,047,176 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 5,471 shares | $1,043,976 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 27,761 shares | $1,025,769 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 2,870 shares | $1,002,807 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 6,350 shares | $1,002,347 |
| CHEWY INC | CL A | 16679L109 | — | 54,850 shares | $998,270 |
| IDEXX LABS INC | COM | 45168D104 | — | 1,910 shares | $997,383 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 4,758 shares | $968,582 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 17,468 shares | $958,294 |
| ELI LILLY & CO | COM | 532457108 | — | 797 shares | $922,193 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 4,028 shares | $919,512 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 7,888 shares | $899,311 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 8,683 shares | $894,783 |
| UL SOLUTIONS INC | CLASS A COM SHS | 903731107 | — | 13,530 shares | $887,839 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 3,665 shares | $884,401 |
| AMGEN INC | COM | 031162100 | — | 2,060 shares | $868,311 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 3,414 shares | $867,224 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 3,208 shares | $847,586 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 15,698 shares | $816,296 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 8,675 shares | $810,592 |
| 3M CO | COM | 88579Y101 | — | 4,913 shares | $806,469 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 6,650 shares | $796,869 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,035 shares | $775,009 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,636 shares | $749,916 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,900 shares | $729,495 |
| NUTRIEN LTD | COM | 67077M108 | — | 10,350 shares | $727,087 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 7,986 shares | $721,216 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 11,817 shares | $715,165 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,132 shares | $692,512 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,250 shares | $684,225 |
| ADOBE INC | COM | 00724F101 | — | 2,752 shares | $660,315 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 4,000 shares | $651,640 |
| FEDEX CORP | COM | 31428X106 | — | 2,217 shares | $632,038 |
| SHELL PLC | SPON ADS | 780259305 | — | 6,500 shares | $617,825 |
| PFIZER INC | COM | 717081103 | — | 21,455 shares | $611,897 |
| COMPASS INC | CL A | 20464U100 | — | 63,600 shares | $564,768 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 625 shares | $562,725 |
| CARMAX INC | COM | 143130102 | — | 10,140 shares | $558,815 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 6,050 shares | $558,778 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 908 shares | $553,222 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 11,712 shares | $537,222 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 5,755 shares | $533,201 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 3,384 shares | $494,673 |
| VISTRA CORP | COM | 92840M102 | — | 3,540 shares | $489,759 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 7,487 shares | $481,564 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,537 shares | $474,933 |
| QUALCOMM INC | COM | 747525103 | — | 2,522 shares | $464,149 |
| SERVICENOW INC | COM | 81762P102 | — | 3,405 shares | $456,304 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 7,282 shares | $454,397 |
| CISCO SYS INC | COM | 17275R102 | — | 4,196 shares | $451,615 |
| EATON CORP PLC | SHS | G29183103 | — | 1,048 shares | $450,336 |
| BRUNSWICK CORP | COM | 117043109 | — | 6,945 shares | $446,147 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 4,792 shares | $425,673 |
| PPG INDS INC | COM | 693506107 | — | 4,065 shares | $424,101 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 4,368 shares | $423,172 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,720 shares | $422,144 |
| WELLS FARGO & CO | COM | 949746101 | — | 5,079 shares | $406,574 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 2,215 shares | $396,485 |
| CORNING INC | COM | 219350105 | — | 2,455 shares | $377,481 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 5,400 shares | $363,636 |
| WATERS CORP | COM | 941848103 | — | 821 shares | $360,739 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 4,512 shares | $353,831 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 5,533 shares | $353,503 |
| AVERY DENNISON CORP | COM | 053611109 | — | 2,020 shares | $344,753 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,771 shares | $333,090 |
| LENNAR CORP | CL A | 526057104 | — | 4,000 shares | $326,360 |
| MSA SAFETY INC | COM | 553498106 | — | 1,800 shares | $320,184 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 2,642 shares | $314,134 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,344 shares | $313,569 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 475 shares | $311,937 |
| CSX CORP | COM | 126408103 | — | 6,700 shares | $311,617 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 3,200 shares | $311,040 |
| DATADOG INC | CL A COM | 23804L103 | — | 1,132 shares | $309,998 |
| INVESCO EXCH TRADED FD TR II | ESG S&P 500 EQL | 46138G516 | — | 9,260 shares | $309,710 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 2,050 shares | $309,263 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 885 shares | $307,343 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 1,459 shares | $295,652 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,115 shares | $295,241 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 7,484 shares | $293,298 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 800 shares | $285,520 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 758 shares | $283,674 |
| MOODYS CORP | COM | 615369105 | — | 620 shares | $281,561 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 8,500 shares | $276,505 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 831 shares | $275,751 |
| CACI INTL INC | CL A | 127190304 | — | 450 shares | $274,099 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 630 shares | $271,946 |
| WELLTOWER INC | COM | 95040Q104 | — | 1,152 shares | $265,236 |
| DOORDASH INC | CL A | 25809K105 | — | 1,400 shares | $256,970 |
| INTUIT | COM | 461202103 | — | 930 shares | $256,410 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 3,666 shares | $255,960 |