BIRCH HILL INVESTMENT ADVISORS LLC

PrivateCIK: 1424177

Location

BOSTON, MA

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

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

47.49K

% 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

SOLE

COM

Shares546.75K

TypeSH

Market value$130.31M

5.28%

Sole

545K

Shared

0.00

None

1.74K

AMPHENOL CORP

SOLE

CL A

Shares719.91K

TypeSH

Market value$126.93M

5.14%

Sole

715.91K

Shared

0.00

None

ALPHABET INC

SOLE

CAP STK CL A

Shares314.67K

TypeSH

Market value$112.45M

4.55%

Sole

314.56K

Shared

0.00

None

100.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares212.58K

TypeSH

Market value$106.37M

4.31%

Sole

212.32K

Shared

0.00

None

265.00

APPLE INC

SOLE

COM

Shares367.07K

TypeSH

Market value$106.21M

4.30%

Sole

365.95K

Shared

0.00

None

1.12K

MICROSOFT CORP

SOLE

COM

Shares283.55K

TypeSH

Market value$105.77M

4.28%

Sole

282.26K

Shared

0.00

None

1.29K

ROCKWELL AUTOMATION INC

SOLE

COM

Shares186.05K

TypeSH

Market value$92.11M

3.73%

Sole

185.30K

Shared

0.00

None

750.00

TJX COS INC NEW

SOLE

COM

Shares572.19K

TypeSH

Market value$86.69M

3.51%

Sole

569.01K

Shared

0.00

None

3.18K

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares41.12K

TypeSH

Market value$81.81M

3.31%

Sole

41.12K

Shared

0.00

None

0.00

ECOLAB INC

SOLE

COM

Shares292.64K

TypeSH

Market value$81.53M

3.30%

Sole

291.49K

Shared

0.00

None

1.15K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares289.50K

TypeSH

Market value$81.41M

3.30%

Sole

287.80K

Shared

0.00

None

1.70K

WATTS WATER TECHNOLOGIES INC

SOLE

CL A

Shares194.17K

TypeSH

Market value$76.01M

3.08%

Sole

193.43K

Shared

0.00

None

740.00

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares147.70K

TypeSH

Market value$73.37M

2.97%

Sole

147.11K

Shared

0.00

None

590.00

MARSH & MCLENNAN COS INC

SOLE

COM

Shares410.23K

TypeSH

Market value$68.37M

2.77%

Sole

408.42K

Shared

0.00

None

1.81K

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares735.38K

TypeSH

Market value$66.52M

2.69%

Sole

731.54K

Shared

0.00

None

3.83K

ALPHABET INC

SOLE

CAP STK CL C

Shares177.01K

TypeSH

Market value$62.54M

2.53%

Sole

175.02K

Shared

0.00

None

WEST PHARMACEUTICAL SVSC INC

SOLE

COM

Shares159.70K

TypeSH

Market value$57.33M

2.32%

Sole

159.20K

Shared

0.00

None

500.00

LINCOLN ELEC HLDGS INC

SOLE

COM

Shares202.69K

TypeSH

Market value$53.82M

2.18%

Sole

202.69K

Shared

0.00

None

0.00

ANALOG DEVICES INC

SOLE

COM

Shares112.90K

TypeSH

Market value$44.84M

1.82%

Sole

112.90K

Shared

0.00

None

0.00

KROGER CO

SOLE

COM

Shares796.38K

TypeSH

Market value$44.22M

1.79%

Sole

794.48K

Shared

0.00

None

1.90K

S&P GLOBAL INC

SOLE

COM

Shares102.47K

TypeSH

Market value$41.73M

1.69%

Sole

102.47K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares34.86K

TypeSH

Market value$32.61M

1.32%

Sole

34.81K

Shared

0.00

None

50.00

JOHNSON & JOHNSON

SOLE

COM

Shares126.63K

TypeSH

Market value$32.16M

1.30%

Sole

125.33K

Shared

0.00

None

1.30K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares213.82K

TypeSH

Market value$31.71M

1.28%

Sole

213.82K

Shared

0.00

None

0.00

CLOROX CO DEL

SOLE

COM

Shares324.91K

TypeSH

Market value$31.01M

1.26%

Sole

323.03K

Shared

0.00

None

1.88K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
AMAZON COM INCSOLE	COM	546.75K	SH	$130.31M 5.28%	545K	1.74K
AMPHENOL CORPSOLE	CL A	719.91K	SH	$126.93M 5.14%	715.91K	4K
ALPHABET INCSOLE	CAP STK CL A	314.67K	SH	$112.45M 4.55%	314.56K	100.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	212.58K	SH	$106.37M 4.31%	212.32K	265.00
APPLE INCSOLE	COM	367.07K	SH	$106.21M 4.30%	365.95K	1.12K
MICROSOFT CORPSOLE	COM	283.55K	SH	$105.77M 4.28%	282.26K	1.29K
ROCKWELL AUTOMATION INCSOLE	COM	186.05K	SH	$92.11M 3.73%	185.30K	750.00
TJX COS INC NEWSOLE	COM	572.19K	SH	$86.69M 3.51%	569.01K	3.18K
ASML HLDG NVSOLE	N Y REGISTRY SHS	41.12K	SH	$81.81M 3.31%	41.12K	0.00
ECOLAB INCSOLE	COM	292.64K	SH	$81.53M 3.30%	291.49K	1.15K
INTERNATIONAL BUSINESS MACHSSOLE	COM	289.50K	SH	$81.41M 3.30%	287.80K	1.70K
WATTS WATER TECHNOLOGIES INCSOLE	CL A	194.17K	SH	$76.01M 3.08%	193.43K	740.00
VERTEX PHARMACEUTICALS INCSOLE	COM	147.70K	SH	$73.37M 2.97%	147.11K	590.00
MARSH & MCLENNAN COS INCSOLE	COM	410.23K	SH	$68.37M 2.77%	408.42K	1.81K
EDWARDS LIFESCIENCES CORPSOLE	COM	735.38K	SH	$66.52M 2.69%	731.54K	3.83K
ALPHABET INCSOLE	CAP STK CL C	177.01K	SH	$62.54M 2.53%	175.02K	2K
WEST PHARMACEUTICAL SVSC INCSOLE	COM	159.70K	SH	$57.33M 2.32%	159.20K	500.00
LINCOLN ELEC HLDGS INCSOLE	COM	202.69K	SH	$53.82M 2.18%	202.69K	0.00
ANALOG DEVICES INCSOLE	COM	112.90K	SH	$44.84M 1.82%	112.90K	0.00
KROGER COSOLE	COM	796.38K	SH	$44.22M 1.79%	794.48K	1.90K
S&P GLOBAL INCSOLE	COM	102.47K	SH	$41.73M 1.69%	102.47K	0.00
COSTCO WHOLESALE CORPORATIONSOLE	COM	34.86K	SH	$32.61M 1.32%	34.81K	50.00
JOHNSON & JOHNSONSOLE	COM	126.63K	SH	$32.16M 1.30%	125.33K	1.30K
ISHARES TRSOLE	CORE S&P SCP ETF	213.82K	SH	$31.71M 1.28%	213.82K	0.00
CLOROX CO DELSOLE	COM	324.91K	SH	$31.01M 1.26%	323.03K	1.88K

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