BIRCH HILL INVESTMENT ADVISORS LLC

PrivateCIK: 1424177

Location

BOSTON, MA

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

% of voting shares99.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

51.48K

% 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

SOLE

COM

Shares279.24K

TypeSH

Market value$143.22M

5.89%

Sole

277.95K

Shared

0.00

None

1.29K

AMAZON COM INC

SOLE

COM

Shares534.99K

TypeSH

Market value$133.29M

5.48%

Sole

533.25K

Shared

0.00

None

1.74K

APPLE INC

SOLE

COM

Shares364K

TypeSH

Market value$121.22M

4.99%

Sole

362.38K

Shared

0.00

None

1.62K

AMPHENOL CORP

SOLE

CL A

Shares1.39M

TypeSH

Market value$117.12M

4.82%

Sole

1.38M

Shared

0.00

None

7.38K

ALPHABET INC

SOLE

CAP STK CL A

Shares308.07K

TypeSH

Market value$106.00M

4.36%

Sole

307.97K

Shared

0.00

None

100.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares209.72K

TypeSH

Market value$104.43M

4.30%

Sole

209.46K

Shared

0.00

None

265.00

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares44.13K

TypeSH

Market value$79.94M

3.29%

Sole

44.13K

Shared

0.00

None

0.00

ECOLAB INC

SOLE

COM

Shares289.42K

TypeSH

Market value$79.47M

3.27%

Sole

288.27K

Shared

0.00

None

1.15K

ROCKWELL AUTOMATION INC

SOLE

COM

Shares182K

TypeSH

Market value$79.23M

3.26%

Sole

181.25K

Shared

0.00

None

750.00

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares143.52K

TypeSH

Market value$75.03M

3.09%

Sole

142.93K

Shared

0.00

None

590.00

TJX COS INC NEW

SOLE

COM

Shares561.01K

TypeSH

Market value$74.23M

3.05%

Sole

557.83K

Shared

0.00

None

3.18K

MARSH & MCLENNAN COS INC

SOLE

COM

Shares394.14K

TypeSH

Market value$67.29M

2.77%

Sole

392.33K

Shared

0.00

None

1.81K

WATTS WATER TECHNOLOGIES INC

SOLE

CL A

Shares188.55K

TypeSH

Market value$66.78M

2.75%

Sole

187.81K

Shared

0.00

None

740.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares284.33K

TypeSH

Market value$62.53M

2.57%

Sole

282.63K

Shared

0.00

None

1.70K

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares723.02K

TypeSH

Market value$62.41M

2.57%

Sole

719.19K

Shared

0.00

None

3.83K

WEST PHARMACEUTICAL SVSC INC

SOLE

COM

Shares158.91K

TypeSH

Market value$58.92M

2.42%

Sole

158.41K

Shared

0.00

None

500.00

ALPHABET INC

SOLE

CAP STK CL C

Shares168.72K

TypeSH

Market value$57.49M

2.37%

Sole

166.73K

Shared

0.00

None

LINCOLN ELEC HLDGS INC

SOLE

COM

Shares202.72K

TypeSH

Market value$53.64M

2.21%

Sole

202.72K

Shared

0.00

None

0.00

ANALOG DEVICES INC

SOLE

COM

Shares133.79K

TypeSH

Market value$53.08M

2.18%

Sole

133.79K

Shared

0.00

None

0.00

KROGER CO

SOLE

COM

Shares742.37K

TypeSH

Market value$43.52M

1.79%

Sole

740.47K

Shared

0.00

None

1.90K

S&P GLOBAL INC

SOLE

COM

Shares100.63K

TypeSH

Market value$39.70M

1.63%

Sole

100.63K

Shared

0.00

None

0.00

JOHNSON & JOHNSON

SOLE

COM

Shares123.91K

TypeSH

Market value$32.80M

1.35%

Sole

122.61K

Shared

0.00

None

1.30K

NVIDIA CORPORATION

SOLE

COM

Shares141.98K

TypeSH

Market value$32.42M

1.33%

Sole

141.53K

Shared

0.00

None

450.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares40.55K

TypeSH

Market value$31.05M

1.28%

Sole

40.55K

Shared

0.00

None

0.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares54.35K

TypeSH

Market value$29.97M

1.23%

Sole

53.64K

Shared

0.00

None

710.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MICROSOFT CORPSOLE	COM	279.24K	SH	$143.22M 5.89%	277.95K	1.29K
AMAZON COM INCSOLE	COM	534.99K	SH	$133.29M 5.48%	533.25K	1.74K
APPLE INCSOLE	COM	364K	SH	$121.22M 4.99%	362.38K	1.62K
AMPHENOL CORPSOLE	CL A	1.39M	SH	$117.12M 4.82%	1.38M	7.38K
ALPHABET INCSOLE	CAP STK CL A	308.07K	SH	$106.00M 4.36%	307.97K	100.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	209.72K	SH	$104.43M 4.30%	209.46K	265.00
ASML HLDG NVSOLE	N Y REGISTRY SHS	44.13K	SH	$79.94M 3.29%	44.13K	0.00
ECOLAB INCSOLE	COM	289.42K	SH	$79.47M 3.27%	288.27K	1.15K
ROCKWELL AUTOMATION INCSOLE	COM	182K	SH	$79.23M 3.26%	181.25K	750.00
VERTEX PHARMACEUTICALS INCSOLE	COM	143.52K	SH	$75.03M 3.09%	142.93K	590.00
TJX COS INC NEWSOLE	COM	561.01K	SH	$74.23M 3.05%	557.83K	3.18K
MARSH & MCLENNAN COS INCSOLE	COM	394.14K	SH	$67.29M 2.77%	392.33K	1.81K
WATTS WATER TECHNOLOGIES INCSOLE	CL A	188.55K	SH	$66.78M 2.75%	187.81K	740.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	284.33K	SH	$62.53M 2.57%	282.63K	1.70K
EDWARDS LIFESCIENCES CORPSOLE	COM	723.02K	SH	$62.41M 2.57%	719.19K	3.83K
WEST PHARMACEUTICAL SVSC INCSOLE	COM	158.91K	SH	$58.92M 2.42%	158.41K	500.00
ALPHABET INCSOLE	CAP STK CL C	168.72K	SH	$57.49M 2.37%	166.73K	2K
LINCOLN ELEC HLDGS INCSOLE	COM	202.72K	SH	$53.64M 2.21%	202.72K	0.00
ANALOG DEVICES INCSOLE	COM	133.79K	SH	$53.08M 2.18%	133.79K	0.00
KROGER COSOLE	COM	742.37K	SH	$43.52M 1.79%	740.47K	1.90K
S&P GLOBAL INCSOLE	COM	100.63K	SH	$39.70M 1.63%	100.63K	0.00
JOHNSON & JOHNSONSOLE	COM	123.91K	SH	$32.80M 1.35%	122.61K	1.30K
NVIDIA CORPORATIONSOLE	COM	141.98K	SH	$32.42M 1.33%	141.53K	450.00
ISHARES TRSOLE	CORE S&P500 ETF	40.55K	SH	$31.05M 1.28%	40.55K	0.00
MASTERCARD INCORPORATEDSOLE	CL A	54.35K	SH	$29.97M 1.23%	53.64K	710.00

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