BIRCH HILL INVESTMENT ADVISORS LLC

PrivateCIK: 1424177

Location

BOSTON, MA

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

% of voting shares99.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

47.03K

% 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

SOLE

COM

Shares549.11K

TypeSH

Market value$114.36M

5.13%

Sole

547.37K

Shared

0.00

None

1.74K

MICROSOFT CORP

SOLE

COM

Shares280.62K

TypeSH

Market value$103.88M

4.66%

Sole

279.32K

Shared

0.00

None

1.29K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares212.98K

TypeSH

Market value$102.06M

4.58%

Sole

212.71K

Shared

0.00

None

265.00

ALPHABET INC

SOLE

CAP STK CL A

Shares325.01K

TypeSH

Market value$93.46M

4.20%

Sole

324.81K

Shared

0.00

None

200.00

TJX COS INC NEW

SOLE

COM

Shares579.01K

TypeSH

Market value$92.47M

4.15%

Sole

575.84K

Shared

0.00

None

3.18K

APPLE INC

SOLE

COM

Shares361.52K

TypeSH

Market value$91.75M

4.12%

Sole

360.40K

Shared

0.00

None

1.12K

AMPHENOL CORP

SOLE

CL A

Shares698.11K

TypeSH

Market value$88.21M

3.96%

Sole

694.11K

Shared

0.00

None

ECOLAB INC

SOLE

COM

Shares289.61K

TypeSH

Market value$77.04M

3.46%

Sole

288.46K

Shared

0.00

None

1.15K

MARSH & MCLENNAN COS INC

SOLE

COM

Shares427.56K

TypeSH

Market value$74.16M

3.33%

Sole

425.75K

Shared

0.00

None

1.81K

ROCKWELL AUTOMATION INC

SOLE

COM

Shares188.73K

TypeSH

Market value$67.73M

3.04%

Sole

187.98K

Shared

0.00

None

750.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares279.37K

TypeSH

Market value$67.72M

3.04%

Sole

277.67K

Shared

0.00

None

1.70K

VERTEX PHARMACEUTICALS INC

SOLE

COM

Shares150.79K

TypeSH

Market value$67.34M

3.02%

Sole

150.21K

Shared

0.00

None

590.00

EDWARDS LIFESCIENCES CORP

SOLE

COM

Shares740.20K

TypeSH

Market value$59.28M

2.66%

Sole

736.37K

Shared

0.00

None

3.83K

KROGER CO

SOLE

COM

Shares792.55K

TypeSH

Market value$57.35M

2.57%

Sole

790.65K

Shared

0.00

None

1.90K

WATTS WATER TECHNOLOGIES INC

SOLE

CL A

Shares189.31K

TypeSH

Market value$54.95M

2.47%

Sole

188.57K

Shared

0.00

None

740.00

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares39.72K

TypeSH

Market value$52.46M

2.35%

Sole

39.72K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares181.07K

TypeSH

Market value$51.94M

2.33%

Sole

178.93K

Shared

0.00

None

2.14K

LINCOLN ELEC HLDGS INC

SOLE

COM

Shares200.12K

TypeSH

Market value$49.85M

2.24%

Sole

200.12K

Shared

0.00

None

0.00

S&P GLOBAL INC

SOLE

COM

Shares105.82K

TypeSH

Market value$45.01M

2.02%

Sole

105.82K

Shared

0.00

None

0.00

WEST PHARMACEUTICAL SVSC INC

SOLE

COM

Shares161.16K

TypeSH

Market value$40.39M

1.81%

Sole

160.66K

Shared

0.00

None

500.00

ANALOG DEVICES INC

SOLE

COM

Shares114.85K

TypeSH

Market value$36.54M

1.64%

Sole

114.85K

Shared

0.00

None

0.00

COSTCO WHOLESALE CORPORATION

SOLE

COM

Shares35.04K

TypeSH

Market value$34.91M

1.57%

Sole

34.99K

Shared

0.00

None

50.00

JOHNSON & JOHNSON

SOLE

COM

Shares131.89K

TypeSH

Market value$32.24M

1.45%

Sole

130.59K

Shared

0.00

None

1.30K

ALCON AG

SOLE

ORD SHS

Shares414.14K

TypeSH

Market value$31.21M

1.40%

Sole

413.34K

Shared

0.00

None

800.00

CLOROX CO DEL

SOLE

COM

Shares297.60K

TypeSH

Market value$30.84M

1.38%

Sole

295.72K

Shared

0.00

None

1.88K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
AMAZON COM INCSOLE	COM	549.11K	SH	$114.36M 5.13%	547.37K	1.74K
MICROSOFT CORPSOLE	COM	280.62K	SH	$103.88M 4.66%	279.32K	1.29K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	212.98K	SH	$102.06M 4.58%	212.71K	265.00
ALPHABET INCSOLE	CAP STK CL A	325.01K	SH	$93.46M 4.20%	324.81K	200.00
TJX COS INC NEWSOLE	COM	579.01K	SH	$92.47M 4.15%	575.84K	3.18K
APPLE INCSOLE	COM	361.52K	SH	$91.75M 4.12%	360.40K	1.12K
AMPHENOL CORPSOLE	CL A	698.11K	SH	$88.21M 3.96%	694.11K	4K
ECOLAB INCSOLE	COM	289.61K	SH	$77.04M 3.46%	288.46K	1.15K
MARSH & MCLENNAN COS INCSOLE	COM	427.56K	SH	$74.16M 3.33%	425.75K	1.81K
ROCKWELL AUTOMATION INCSOLE	COM	188.73K	SH	$67.73M 3.04%	187.98K	750.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	279.37K	SH	$67.72M 3.04%	277.67K	1.70K
VERTEX PHARMACEUTICALS INCSOLE	COM	150.79K	SH	$67.34M 3.02%	150.21K	590.00
EDWARDS LIFESCIENCES CORPSOLE	COM	740.20K	SH	$59.28M 2.66%	736.37K	3.83K
KROGER COSOLE	COM	792.55K	SH	$57.35M 2.57%	790.65K	1.90K
WATTS WATER TECHNOLOGIES INCSOLE	CL A	189.31K	SH	$54.95M 2.47%	188.57K	740.00
ASML HLDG NVSOLE	N Y REGISTRY SHS	39.72K	SH	$52.46M 2.35%	39.72K	0.00
ALPHABET INCSOLE	CAP STK CL C	181.07K	SH	$51.94M 2.33%	178.93K	2.14K
LINCOLN ELEC HLDGS INCSOLE	COM	200.12K	SH	$49.85M 2.24%	200.12K	0.00
S&P GLOBAL INCSOLE	COM	105.82K	SH	$45.01M 2.02%	105.82K	0.00
WEST PHARMACEUTICAL SVSC INCSOLE	COM	161.16K	SH	$40.39M 1.81%	160.66K	500.00
ANALOG DEVICES INCSOLE	COM	114.85K	SH	$36.54M 1.64%	114.85K	0.00
COSTCO WHOLESALE CORPORATIONSOLE	COM	35.04K	SH	$34.91M 1.57%	34.99K	50.00
JOHNSON & JOHNSONSOLE	COM	131.89K	SH	$32.24M 1.45%	130.59K	1.30K
ALCON AGSOLE	ORD SHS	414.14K	SH	$31.21M 1.40%	413.34K	800.00
CLOROX CO DELSOLE	COM	297.60K	SH	$30.84M 1.38%	295.72K	1.88K

Page 1 of 8

…