Filed: 1/27/2026ACC: 0001172661-26-000323
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 200 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
200
Positions
$2.39B
Total AUM (reported)
13.36M
Total Shares
Allocation by class
COM$1.62B67.7%
CL A$208.15M8.7%
CAP STK CL A$113.20M4.7%
CL B NEW$108.97M4.6%
CAP STK CL C$59.43M2.5%
N Y REGISTRY SHS$42.43M1.8%
ORD SHS$36.81M1.5%
Portfolio Concentration
Top 3$374.53M15.7%
4–10$640.71M26.8%
11–25$747.80M31.3%
Rest$629.63M26.3%
Top 3 weight
15.7%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 13.36M
Sole
Full voting authority
13.31M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
47.75K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole200
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings200
Rows:
MICROSOFT CORP
SOLEShares282.53K
TypeSH
Market value$136.64M
5.71%
Sole
281.23K
Shared
0.00
None
1.29K
AMAZON COM INC
SOLEShares540.22K
TypeSH
Market value$124.69M
5.21%
Sole
538.48K
Shared
0.00
None
1.74K
ALPHABET INC
SOLEShares361.65K
TypeSH
Market value$113.20M
4.73%
Sole
361.36K
Shared
0.00
None
300.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares216.78K
TypeSH
Market value$108.97M
4.55%
Sole
216.52K
Shared
0.00
None
265.00
AMPHENOL CORP NEW
SOLEShares732.08K
TypeSH
Market value$98.93M
4.13%
Sole
728.08K
Shared
0.00
None
4K
APPLE INC
SOLEShares362.97K
TypeSH
Market value$98.68M
4.12%
Sole
361.85K
Shared
0.00
None
1.12K
TJX COS INC NEW
SOLEShares599.40K
TypeSH
Market value$92.07M
3.85%
Sole
596.22K
Shared
0.00
None
3.18K
INTERNATIONAL BUSINESS MACHS
SOLEShares282.40K
TypeSH
Market value$83.65M
3.50%
Sole
280.70K
Shared
0.00
None
1.70K
MARSH & MCLENNAN COS INC
SOLEShares438.59K
TypeSH
Market value$81.37M
3.40%
Sole
436.78K
Shared
0.00
None
1.81K
ECOLAB INC
SOLEShares293.48K
TypeSH
Market value$77.04M
3.22%
Sole
292.33K
Shared
0.00
None
1.15K
ROCKWELL AUTOMATION INC
SOLEShares192.76K
TypeSH
Market value$75.00M
3.13%
Sole
192.01K
Shared
0.00
None
750.00
VERTEX PHARMACEUTICALS INC
SOLEShares152.49K
TypeSH
Market value$69.13M
2.89%
Sole
151.90K
Shared
0.00
None
590.00
EDWARDS LIFESCIENCES CORP
SOLEShares743.68K
TypeSH
Market value$63.40M
2.65%
Sole
739.85K
Shared
0.00
None
3.83K
ALPHABET INC
SOLEShares189.40K
TypeSH
Market value$59.43M
2.48%
Sole
187.03K
Shared
0.00
None
2.37K
INTUIT
SOLEShares88.75K
TypeSH
Market value$58.79M
2.46%
Sole
88.34K
Shared
0.00
None
410.00
S&P GLOBAL INC
SOLEShares106.21K
TypeSH
Market value$55.50M
2.32%
Sole
106.21K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares189.91K
TypeSH
Market value$52.42M
2.19%
Sole
189.17K
Shared
0.00
None
740.00
KROGER CO
SOLEShares793.04K
TypeSH
Market value$49.55M
2.07%
Sole
791.14K
Shared
0.00
None
1.90K
LINCOLN ELEC HLDGS INC
SOLEShares200.86K
TypeSH
Market value$48.13M
2.01%
Sole
200.86K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares39.66K
TypeSH
Market value$42.43M
1.77%
Sole
39.66K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares152.15K
TypeSH
Market value$41.86M
1.75%
Sole
151.75K
Shared
0.00
None
400.00
ALCON AG
SOLEShares441.83K
TypeSH
Market value$34.82M
1.46%
Sole
441.04K
Shared
0.00
None
800.00
MASTERCARD INCORPORATED
SOLEShares58.01K
TypeSH
Market value$33.11M
1.38%
Sole
57.30K
Shared
0.00
None
710.00
FISERV INC
SOLEShares487.69K
TypeSH
Market value$32.76M
1.37%
Sole
485.40K
Shared
0.00
None
2.29K
ANALOG DEVICES INC
SOLEShares115.97K
TypeSH
Market value$31.45M
1.31%
Sole
115.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 282.53K | SH | $136.64M 5.71% | 281.23K | 0.00 | 1.29K |
AMAZON COM INCSOLE | COM | 540.22K | SH | $124.69M 5.21% | 538.48K | 0.00 | 1.74K |
ALPHABET INCSOLE | CAP STK CL A | 361.65K | SH | $113.20M 4.73% | 361.36K | 0.00 | 300.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 216.78K | SH | $108.97M 4.55% | 216.52K | 0.00 | 265.00 |
AMPHENOL CORP NEWSOLE | CL A | 732.08K | SH | $98.93M 4.13% | 728.08K | 0.00 | 4K |
APPLE INCSOLE | COM | 362.97K | SH | $98.68M 4.12% | 361.85K | 0.00 | 1.12K |
TJX COS INC NEWSOLE | COM | 599.40K | SH | $92.07M 3.85% | 596.22K | 0.00 | 3.18K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 282.40K | SH | $83.65M 3.50% | 280.70K | 0.00 | 1.70K |
MARSH & MCLENNAN COS INCSOLE | COM | 438.59K | SH | $81.37M 3.40% | 436.78K | 0.00 | 1.81K |
ECOLAB INCSOLE | COM | 293.48K | SH | $77.04M 3.22% | 292.33K | 0.00 | 1.15K |
ROCKWELL AUTOMATION INCSOLE | COM | 192.76K | SH | $75.00M 3.13% | 192.01K | 0.00 | 750.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 152.49K | SH | $69.13M 2.89% | 151.90K | 0.00 | 590.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 743.68K | SH | $63.40M 2.65% | 739.85K | 0.00 | 3.83K |
ALPHABET INCSOLE | CAP STK CL C | 189.40K | SH | $59.43M 2.48% | 187.03K | 0.00 | 2.37K |
INTUITSOLE | COM | 88.75K | SH | $58.79M 2.46% | 88.34K | 0.00 | 410.00 |
S&P GLOBAL INCSOLE | COM | 106.21K | SH | $55.50M 2.32% | 106.21K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 189.91K | SH | $52.42M 2.19% | 189.17K | 0.00 | 740.00 |
KROGER COSOLE | COM | 793.04K | SH | $49.55M 2.07% | 791.14K | 0.00 | 1.90K |
LINCOLN ELEC HLDGS INCSOLE | COM | 200.86K | SH | $48.13M 2.01% | 200.86K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 39.66K | SH | $42.43M 1.77% | 39.66K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 152.15K | SH | $41.86M 1.75% | 151.75K | 0.00 | 400.00 |
ALCON AGSOLE | ORD SHS | 441.83K | SH | $34.82M 1.46% | 441.04K | 0.00 | 800.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 58.01K | SH | $33.11M 1.38% | 57.30K | 0.00 | 710.00 |
FISERV INCSOLE | COM | 487.69K | SH | $32.76M 1.37% | 485.40K | 0.00 | 2.29K |
ANALOG DEVICES INCSOLE | COM | 115.97K | SH | $31.45M 1.31% | 115.97K | 0.00 | 0.00 |
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