Filed: 10/16/2026ACC: 0001172661-26-004571
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $2.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
219
Positions
$2.43B
Total AUM (reported)
13.53M
Total Shares
Allocation by class
COM$1.61B66.1%
CL A$222.60M9.2%
CAP STK CL A$106.00M4.4%
CL B NEW$104.43M4.3%
N Y REGISTRY SHS$79.94M3.3%
CAP STK CL C$57.49M2.4%
CORE S&P500 ETF$31.05M1.3%
Portfolio Concentration
Top 3$397.73M16.4%
4–10$641.22M26.4%
11–25$765.84M31.5%
Rest$625.50M25.7%
Top 3 weight
16.4%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 13.53M
Sole
Full voting authority
13.48M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
51.48K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole219
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings219
Rows:
MICROSOFT CORP
SOLEShares279.24K
TypeSH
Market value$143.22M
5.89%
Sole
277.95K
Shared
0.00
None
1.29K
AMAZON COM INC
SOLEShares534.99K
TypeSH
Market value$133.29M
5.48%
Sole
533.25K
Shared
0.00
None
1.74K
APPLE INC
SOLEShares364K
TypeSH
Market value$121.22M
4.99%
Sole
362.38K
Shared
0.00
None
1.62K
AMPHENOL CORP
SOLEShares1.39M
TypeSH
Market value$117.12M
4.82%
Sole
1.38M
Shared
0.00
None
7.38K
ALPHABET INC
SOLEShares308.07K
TypeSH
Market value$106.00M
4.36%
Sole
307.97K
Shared
0.00
None
100.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares209.72K
TypeSH
Market value$104.43M
4.30%
Sole
209.46K
Shared
0.00
None
265.00
ASML HLDG NV
SOLEShares44.13K
TypeSH
Market value$79.94M
3.29%
Sole
44.13K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares289.42K
TypeSH
Market value$79.47M
3.27%
Sole
288.27K
Shared
0.00
None
1.15K
ROCKWELL AUTOMATION INC
SOLEShares182K
TypeSH
Market value$79.23M
3.26%
Sole
181.25K
Shared
0.00
None
750.00
VERTEX PHARMACEUTICALS INC
SOLEShares143.52K
TypeSH
Market value$75.03M
3.09%
Sole
142.93K
Shared
0.00
None
590.00
TJX COS INC NEW
SOLEShares561.01K
TypeSH
Market value$74.23M
3.05%
Sole
557.83K
Shared
0.00
None
3.18K
MARSH & MCLENNAN COS INC
SOLEShares394.14K
TypeSH
Market value$67.29M
2.77%
Sole
392.33K
Shared
0.00
None
1.81K
WATTS WATER TECHNOLOGIES INC
SOLEShares188.55K
TypeSH
Market value$66.78M
2.75%
Sole
187.81K
Shared
0.00
None
740.00
INTERNATIONAL BUSINESS MACHS
SOLEShares284.33K
TypeSH
Market value$62.53M
2.57%
Sole
282.63K
Shared
0.00
None
1.70K
EDWARDS LIFESCIENCES CORP
SOLEShares723.02K
TypeSH
Market value$62.41M
2.57%
Sole
719.19K
Shared
0.00
None
3.83K
WEST PHARMACEUTICAL SVSC INC
SOLEShares158.91K
TypeSH
Market value$58.92M
2.42%
Sole
158.41K
Shared
0.00
None
500.00
ALPHABET INC
SOLEShares168.72K
TypeSH
Market value$57.49M
2.37%
Sole
166.73K
Shared
0.00
None
2K
LINCOLN ELEC HLDGS INC
SOLEShares202.72K
TypeSH
Market value$53.64M
2.21%
Sole
202.72K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares133.79K
TypeSH
Market value$53.08M
2.18%
Sole
133.79K
Shared
0.00
None
0.00
KROGER CO
SOLEShares742.37K
TypeSH
Market value$43.52M
1.79%
Sole
740.47K
Shared
0.00
None
1.90K
S&P GLOBAL INC
SOLEShares100.63K
TypeSH
Market value$39.70M
1.63%
Sole
100.63K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares123.91K
TypeSH
Market value$32.80M
1.35%
Sole
122.61K
Shared
0.00
None
1.30K
NVIDIA CORPORATION
SOLEShares141.98K
TypeSH
Market value$32.42M
1.33%
Sole
141.53K
Shared
0.00
None
450.00
ISHARES TR
SOLEShares40.55K
TypeSH
Market value$31.05M
1.28%
Sole
40.55K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares54.35K
TypeSH
Market value$29.97M
1.23%
Sole
53.64K
Shared
0.00
None
710.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 279.24K | SH | $143.22M 5.89% | 277.95K | 0.00 | 1.29K |
AMAZON COM INCSOLE | COM | 534.99K | SH | $133.29M 5.48% | 533.25K | 0.00 | 1.74K |
APPLE INCSOLE | COM | 364K | SH | $121.22M 4.99% | 362.38K | 0.00 | 1.62K |
AMPHENOL CORPSOLE | CL A | 1.39M | SH | $117.12M 4.82% | 1.38M | 0.00 | 7.38K |
ALPHABET INCSOLE | CAP STK CL A | 308.07K | SH | $106.00M 4.36% | 307.97K | 0.00 | 100.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 209.72K | SH | $104.43M 4.30% | 209.46K | 0.00 | 265.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 44.13K | SH | $79.94M 3.29% | 44.13K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 289.42K | SH | $79.47M 3.27% | 288.27K | 0.00 | 1.15K |
ROCKWELL AUTOMATION INCSOLE | COM | 182K | SH | $79.23M 3.26% | 181.25K | 0.00 | 750.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 143.52K | SH | $75.03M 3.09% | 142.93K | 0.00 | 590.00 |
TJX COS INC NEWSOLE | COM | 561.01K | SH | $74.23M 3.05% | 557.83K | 0.00 | 3.18K |
MARSH & MCLENNAN COS INCSOLE | COM | 394.14K | SH | $67.29M 2.77% | 392.33K | 0.00 | 1.81K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 188.55K | SH | $66.78M 2.75% | 187.81K | 0.00 | 740.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 284.33K | SH | $62.53M 2.57% | 282.63K | 0.00 | 1.70K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 723.02K | SH | $62.41M 2.57% | 719.19K | 0.00 | 3.83K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 158.91K | SH | $58.92M 2.42% | 158.41K | 0.00 | 500.00 |
ALPHABET INCSOLE | CAP STK CL C | 168.72K | SH | $57.49M 2.37% | 166.73K | 0.00 | 2K |
LINCOLN ELEC HLDGS INCSOLE | COM | 202.72K | SH | $53.64M 2.21% | 202.72K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 133.79K | SH | $53.08M 2.18% | 133.79K | 0.00 | 0.00 |
KROGER COSOLE | COM | 742.37K | SH | $43.52M 1.79% | 740.47K | 0.00 | 1.90K |
S&P GLOBAL INCSOLE | COM | 100.63K | SH | $39.70M 1.63% | 100.63K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 123.91K | SH | $32.80M 1.35% | 122.61K | 0.00 | 1.30K |
NVIDIA CORPORATIONSOLE | COM | 141.98K | SH | $32.42M 1.33% | 141.53K | 0.00 | 450.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 40.55K | SH | $31.05M 1.28% | 40.55K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 54.35K | SH | $29.97M 1.23% | 53.64K | 0.00 | 710.00 |
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