Filed: 7/21/2026ACC: 0001172661-26-002717
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 211 equity positions with a total reported market value of $2.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
211
Positions
$2.47B
Total AUM (reported)
13.38M
Total Shares
Allocation by class
COM$1.61B65.1%
CL A$249.32M10.1%
CAP STK CL A$112.45M4.6%
CL B NEW$106.37M4.3%
N Y REGISTRY SHS$81.81M3.3%
CAP STK CL C$62.54M2.5%
CORE S&P SCP ETF$31.71M1.3%
Portfolio Concentration
Top 3$369.70M15.0%
4–10$660.50M26.8%
11–25$797.66M32.3%
Rest$641.28M26.0%
Top 3 weight
15.0%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 13.38M
Sole
Full voting authority
13.33M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
47.49K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole211
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings211
Rows:
AMAZON COM INC
SOLEShares546.75K
TypeSH
Market value$130.31M
5.28%
Sole
545K
Shared
0.00
None
1.74K
AMPHENOL CORP
SOLEShares719.91K
TypeSH
Market value$126.93M
5.14%
Sole
715.91K
Shared
0.00
None
4K
ALPHABET INC
SOLEShares314.67K
TypeSH
Market value$112.45M
4.55%
Sole
314.56K
Shared
0.00
None
100.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares212.58K
TypeSH
Market value$106.37M
4.31%
Sole
212.32K
Shared
0.00
None
265.00
APPLE INC
SOLEShares367.07K
TypeSH
Market value$106.21M
4.30%
Sole
365.95K
Shared
0.00
None
1.12K
MICROSOFT CORP
SOLEShares283.55K
TypeSH
Market value$105.77M
4.28%
Sole
282.26K
Shared
0.00
None
1.29K
ROCKWELL AUTOMATION INC
SOLEShares186.05K
TypeSH
Market value$92.11M
3.73%
Sole
185.30K
Shared
0.00
None
750.00
TJX COS INC NEW
SOLEShares572.19K
TypeSH
Market value$86.69M
3.51%
Sole
569.01K
Shared
0.00
None
3.18K
ASML HLDG NV
SOLEShares41.12K
TypeSH
Market value$81.81M
3.31%
Sole
41.12K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares292.64K
TypeSH
Market value$81.53M
3.30%
Sole
291.49K
Shared
0.00
None
1.15K
INTERNATIONAL BUSINESS MACHS
SOLEShares289.50K
TypeSH
Market value$81.41M
3.30%
Sole
287.80K
Shared
0.00
None
1.70K
WATTS WATER TECHNOLOGIES INC
SOLEShares194.17K
TypeSH
Market value$76.01M
3.08%
Sole
193.43K
Shared
0.00
None
740.00
VERTEX PHARMACEUTICALS INC
SOLEShares147.70K
TypeSH
Market value$73.37M
2.97%
Sole
147.11K
Shared
0.00
None
590.00
MARSH & MCLENNAN COS INC
SOLEShares410.23K
TypeSH
Market value$68.37M
2.77%
Sole
408.42K
Shared
0.00
None
1.81K
EDWARDS LIFESCIENCES CORP
SOLEShares735.38K
TypeSH
Market value$66.52M
2.69%
Sole
731.54K
Shared
0.00
None
3.83K
ALPHABET INC
SOLEShares177.01K
TypeSH
Market value$62.54M
2.53%
Sole
175.02K
Shared
0.00
None
2K
WEST PHARMACEUTICAL SVSC INC
SOLEShares159.70K
TypeSH
Market value$57.33M
2.32%
Sole
159.20K
Shared
0.00
None
500.00
LINCOLN ELEC HLDGS INC
SOLEShares202.69K
TypeSH
Market value$53.82M
2.18%
Sole
202.69K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares112.90K
TypeSH
Market value$44.84M
1.82%
Sole
112.90K
Shared
0.00
None
0.00
KROGER CO
SOLEShares796.38K
TypeSH
Market value$44.22M
1.79%
Sole
794.48K
Shared
0.00
None
1.90K
S&P GLOBAL INC
SOLEShares102.47K
TypeSH
Market value$41.73M
1.69%
Sole
102.47K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares34.86K
TypeSH
Market value$32.61M
1.32%
Sole
34.81K
Shared
0.00
None
50.00
JOHNSON & JOHNSON
SOLEShares126.63K
TypeSH
Market value$32.16M
1.30%
Sole
125.33K
Shared
0.00
None
1.30K
ISHARES TR
SOLEShares213.82K
TypeSH
Market value$31.71M
1.28%
Sole
213.82K
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares324.91K
TypeSH
Market value$31.01M
1.26%
Sole
323.03K
Shared
0.00
None
1.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 546.75K | SH | $130.31M 5.28% | 545K | 0.00 | 1.74K |
AMPHENOL CORPSOLE | CL A | 719.91K | SH | $126.93M 5.14% | 715.91K | 0.00 | 4K |
ALPHABET INCSOLE | CAP STK CL A | 314.67K | SH | $112.45M 4.55% | 314.56K | 0.00 | 100.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 212.58K | SH | $106.37M 4.31% | 212.32K | 0.00 | 265.00 |
APPLE INCSOLE | COM | 367.07K | SH | $106.21M 4.30% | 365.95K | 0.00 | 1.12K |
MICROSOFT CORPSOLE | COM | 283.55K | SH | $105.77M 4.28% | 282.26K | 0.00 | 1.29K |
ROCKWELL AUTOMATION INCSOLE | COM | 186.05K | SH | $92.11M 3.73% | 185.30K | 0.00 | 750.00 |
TJX COS INC NEWSOLE | COM | 572.19K | SH | $86.69M 3.51% | 569.01K | 0.00 | 3.18K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 41.12K | SH | $81.81M 3.31% | 41.12K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 292.64K | SH | $81.53M 3.30% | 291.49K | 0.00 | 1.15K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 289.50K | SH | $81.41M 3.30% | 287.80K | 0.00 | 1.70K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 194.17K | SH | $76.01M 3.08% | 193.43K | 0.00 | 740.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 147.70K | SH | $73.37M 2.97% | 147.11K | 0.00 | 590.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 410.23K | SH | $68.37M 2.77% | 408.42K | 0.00 | 1.81K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 735.38K | SH | $66.52M 2.69% | 731.54K | 0.00 | 3.83K |
ALPHABET INCSOLE | CAP STK CL C | 177.01K | SH | $62.54M 2.53% | 175.02K | 0.00 | 2K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 159.70K | SH | $57.33M 2.32% | 159.20K | 0.00 | 500.00 |
LINCOLN ELEC HLDGS INCSOLE | COM | 202.69K | SH | $53.82M 2.18% | 202.69K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 112.90K | SH | $44.84M 1.82% | 112.90K | 0.00 | 0.00 |
KROGER COSOLE | COM | 796.38K | SH | $44.22M 1.79% | 794.48K | 0.00 | 1.90K |
S&P GLOBAL INCSOLE | COM | 102.47K | SH | $41.73M 1.69% | 102.47K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 34.86K | SH | $32.61M 1.32% | 34.81K | 0.00 | 50.00 |
JOHNSON & JOHNSONSOLE | COM | 126.63K | SH | $32.16M 1.30% | 125.33K | 0.00 | 1.30K |
ISHARES TRSOLE | CORE S&P SCP ETF | 213.82K | SH | $31.71M 1.28% | 213.82K | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 324.91K | SH | $31.01M 1.26% | 323.03K | 0.00 | 1.88K |
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