Filed: 4/29/2026ACC: 0001172661-26-001564
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $2.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$2.23B
Total AUM (reported)
13.47M
Total Shares
Allocation by class
COM$1.50B67.2%
CL A$197.15M8.8%
CL B NEW$102.06M4.6%
CAP STK CL A$93.46M4.2%
N Y REGISTRY SHS$52.46M2.4%
CAP STK CL C$51.94M2.3%
ORD SHS$33.02M1.5%
Portfolio Concentration
Top 3$320.30M14.4%
4–10$584.82M26.3%
11–25$712.02M32.0%
Rest$610.69M27.4%
Top 3 weight
14.4%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 13.47M
Sole
Full voting authority
13.43M
shares
% of voting shares99.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
47.03K
shares
% of voting shares0.3%
Investment Discretion (by position count)
Sole195
Shared0
Other0
Dominant voting typeSole · 99.7% of voting shares
Institutional Holdings195
Rows:
AMAZON COM INC
SOLEShares549.11K
TypeSH
Market value$114.36M
5.13%
Sole
547.37K
Shared
0.00
None
1.74K
MICROSOFT CORP
SOLEShares280.62K
TypeSH
Market value$103.88M
4.66%
Sole
279.32K
Shared
0.00
None
1.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares212.98K
TypeSH
Market value$102.06M
4.58%
Sole
212.71K
Shared
0.00
None
265.00
ALPHABET INC
SOLEShares325.01K
TypeSH
Market value$93.46M
4.20%
Sole
324.81K
Shared
0.00
None
200.00
TJX COS INC NEW
SOLEShares579.01K
TypeSH
Market value$92.47M
4.15%
Sole
575.84K
Shared
0.00
None
3.18K
APPLE INC
SOLEShares361.52K
TypeSH
Market value$91.75M
4.12%
Sole
360.40K
Shared
0.00
None
1.12K
AMPHENOL CORP
SOLEShares698.11K
TypeSH
Market value$88.21M
3.96%
Sole
694.11K
Shared
0.00
None
4K
ECOLAB INC
SOLEShares289.61K
TypeSH
Market value$77.04M
3.46%
Sole
288.46K
Shared
0.00
None
1.15K
MARSH & MCLENNAN COS INC
SOLEShares427.56K
TypeSH
Market value$74.16M
3.33%
Sole
425.75K
Shared
0.00
None
1.81K
ROCKWELL AUTOMATION INC
SOLEShares188.73K
TypeSH
Market value$67.73M
3.04%
Sole
187.98K
Shared
0.00
None
750.00
INTERNATIONAL BUSINESS MACHS
SOLEShares279.37K
TypeSH
Market value$67.72M
3.04%
Sole
277.67K
Shared
0.00
None
1.70K
VERTEX PHARMACEUTICALS INC
SOLEShares150.79K
TypeSH
Market value$67.34M
3.02%
Sole
150.21K
Shared
0.00
None
590.00
EDWARDS LIFESCIENCES CORP
SOLEShares740.20K
TypeSH
Market value$59.28M
2.66%
Sole
736.37K
Shared
0.00
None
3.83K
KROGER CO
SOLEShares792.55K
TypeSH
Market value$57.35M
2.57%
Sole
790.65K
Shared
0.00
None
1.90K
WATTS WATER TECHNOLOGIES INC
SOLEShares189.31K
TypeSH
Market value$54.95M
2.47%
Sole
188.57K
Shared
0.00
None
740.00
ASML HLDG NV
SOLEShares39.72K
TypeSH
Market value$52.46M
2.35%
Sole
39.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares181.07K
TypeSH
Market value$51.94M
2.33%
Sole
178.93K
Shared
0.00
None
2.14K
LINCOLN ELEC HLDGS INC
SOLEShares200.12K
TypeSH
Market value$49.85M
2.24%
Sole
200.12K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares105.82K
TypeSH
Market value$45.01M
2.02%
Sole
105.82K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares161.16K
TypeSH
Market value$40.39M
1.81%
Sole
160.66K
Shared
0.00
None
500.00
ANALOG DEVICES INC
SOLEShares114.85K
TypeSH
Market value$36.54M
1.64%
Sole
114.85K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares35.04K
TypeSH
Market value$34.91M
1.57%
Sole
34.99K
Shared
0.00
None
50.00
JOHNSON & JOHNSON
SOLEShares131.89K
TypeSH
Market value$32.24M
1.45%
Sole
130.59K
Shared
0.00
None
1.30K
ALCON AG
SOLEShares414.14K
TypeSH
Market value$31.21M
1.40%
Sole
413.34K
Shared
0.00
None
800.00
CLOROX CO DEL
SOLEShares297.60K
TypeSH
Market value$30.84M
1.38%
Sole
295.72K
Shared
0.00
None
1.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 549.11K | SH | $114.36M 5.13% | 547.37K | 0.00 | 1.74K |
MICROSOFT CORPSOLE | COM | 280.62K | SH | $103.88M 4.66% | 279.32K | 0.00 | 1.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 212.98K | SH | $102.06M 4.58% | 212.71K | 0.00 | 265.00 |
ALPHABET INCSOLE | CAP STK CL A | 325.01K | SH | $93.46M 4.20% | 324.81K | 0.00 | 200.00 |
TJX COS INC NEWSOLE | COM | 579.01K | SH | $92.47M 4.15% | 575.84K | 0.00 | 3.18K |
APPLE INCSOLE | COM | 361.52K | SH | $91.75M 4.12% | 360.40K | 0.00 | 1.12K |
AMPHENOL CORPSOLE | CL A | 698.11K | SH | $88.21M 3.96% | 694.11K | 0.00 | 4K |
ECOLAB INCSOLE | COM | 289.61K | SH | $77.04M 3.46% | 288.46K | 0.00 | 1.15K |
MARSH & MCLENNAN COS INCSOLE | COM | 427.56K | SH | $74.16M 3.33% | 425.75K | 0.00 | 1.81K |
ROCKWELL AUTOMATION INCSOLE | COM | 188.73K | SH | $67.73M 3.04% | 187.98K | 0.00 | 750.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 279.37K | SH | $67.72M 3.04% | 277.67K | 0.00 | 1.70K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 150.79K | SH | $67.34M 3.02% | 150.21K | 0.00 | 590.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 740.20K | SH | $59.28M 2.66% | 736.37K | 0.00 | 3.83K |
KROGER COSOLE | COM | 792.55K | SH | $57.35M 2.57% | 790.65K | 0.00 | 1.90K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 189.31K | SH | $54.95M 2.47% | 188.57K | 0.00 | 740.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 39.72K | SH | $52.46M 2.35% | 39.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 181.07K | SH | $51.94M 2.33% | 178.93K | 0.00 | 2.14K |
LINCOLN ELEC HLDGS INCSOLE | COM | 200.12K | SH | $49.85M 2.24% | 200.12K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 105.82K | SH | $45.01M 2.02% | 105.82K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 161.16K | SH | $40.39M 1.81% | 160.66K | 0.00 | 500.00 |
ANALOG DEVICES INCSOLE | COM | 114.85K | SH | $36.54M 1.64% | 114.85K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 35.04K | SH | $34.91M 1.57% | 34.99K | 0.00 | 50.00 |
JOHNSON & JOHNSONSOLE | COM | 131.89K | SH | $32.24M 1.45% | 130.59K | 0.00 | 1.30K |
ALCON AGSOLE | ORD SHS | 414.14K | SH | $31.21M 1.40% | 413.34K | 0.00 | 800.00 |
CLOROX CO DELSOLE | COM | 297.60K | SH | $30.84M 1.38% | 295.72K | 0.00 | 1.88K |
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