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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) |
|---|---|---|---|---|---|
| ISHARES TR | EXPANDED TECH | 464287515 | — | 2,330 shares | $248,098 |
| ROSS STORES INC | COM | 778296103 | — | 1,048 shares | $244,603 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 2,490 shares | $243,395 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 654 shares | $240,070 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 323 shares | $239,143 |
| CAVA GROUP INC | COM | 148929102 | — | 4,382 shares | $237,066 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 2,695 shares | $236,621 |
| AT&T INC | COM | 00206R102 | — | 9,631 shares | $234,996 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 3,030 shares | $229,129 |
| HUBBELL INC | COM | 443510607 | — | 504 shares | $228,614 |
| SPDR INDEX SHS FDS | ST STR ASIA ETF | 78463X301 | — | 1,461 shares | $228,150 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 420 shares | $225,939 |
| TEXAS INSTRS INC | COM | 882508104 | — | 800 shares | $224,072 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 3,554 shares | $215,834 |
| SYSCO CORP | COM | 871829107 | — | 2,718 shares | $211,895 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 531 shares | $210,972 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 4,000 shares | $210,680 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 10,000 shares | $208,700 |
| SERA PROGNOSTICS INC | CLASS A COM | 81749D107 | — | 27,293 shares | $57,042 |