Birch Hill Investment Advisors LLC
Long book
$2.23B
Q1 2026
Positions
195
Top-10 weight
41%
concentration
Last quarter
+12.3%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsBirch Hill Investment Advisors LLC is a diversified fundamental manager, running a $2.23B US long book across 195 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: AMAZON.COM INC, MICROSOFT CORP, BERKSHIRE HATHAWAY INC-CL B, ALPHABET INC-CL A, TJX COMPANIES INC.
Over the last 9 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 1 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.9%
Q2 2024
+4.1%
Q3 2024
+1.0%
Q4 2024
-0.2%
Q1 2025
+6.9%
Q2 2025
+3.7%
Q3 2025
+2.0%
Q4 2025
-4.7%
Q1 2026
+12.3%
Sector allocation
Technology 29%
Consumer discretionary 17%
Healthcare 13%
Financials 10%
Other 10%
Industrials 10%
Services media 6%
Consumer staples 2%
Long book by quarter
What does Birch Hill own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 549.1K | $114.4M | 5.1% | +1.6% |
| MSFT MICROSOFT CORP | Technology | 280.6K | $103.9M | 4.7% | -0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 213.0K | $102.1M | 4.6% | -1.8% |
| GOOGL ALPHABET INC-CL A | Technology | 325.0K | $93.5M | 4.2% | -10.1% |
| TJX TJX COMPANIES INC | Consumer discretionary | 579.0K | $92.5M | 4.2% | -3.4% |
| AAPL APPLE INC | Technology | 361.5K | $91.7M | 4.1% | -0.4% |
| APH AMPHENOL CORP-CL A | Technology | 698.1K | $88.2M | 4.0% | -4.6% |
| ECL ECOLAB INC | Other | 289.6K | $77.0M | 3.5% | -1.3% |
| MRSH MARSH & MCLENNAN COS | Financials | 427.6K | $74.2M | 3.3% | -2.5% |
| ROK ROCKWELL AUTOMATION INC | Other | 188.7K | $67.7M | 3.0% | -2.1% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 279.4K | $67.7M | 3.0% | -1.1% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 150.8K | $67.3M | 3.0% | -1.1% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 740.2K | $59.3M | 2.7% | -0.5% |
| KR KROGER CO | Consumer discretionary | 792.5K | $57.3M | 2.6% | -0.1% |
| WTS WATTS WATER TECHNOLOGIES-A | Industrials | 189.3K | $55.0M | 2.5% | -0.3% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 39.7K | $52.5M | 2.4% | +0.1% |
| GOOG ALPHABET INC-CL C | Technology | 181.1K | $51.9M | 2.3% | -4.4% |
| LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 200.1K | $49.8M | 2.2% | -0.4% |
| SPGI S&P GLOBAL INC | Services media | 105.8K | $45.0M | 2.0% | -0.4% |
| WST WEST PHARMACEUTICAL SERVICES | Healthcare | 161.2K | $40.4M | 1.8% | +5.9% |
| ADI ANALOG DEVICES INC | Technology | 114.9K | $36.5M | 1.6% | -1.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 35.0K | $34.9M | 1.6% | -0.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 131.9K | $32.2M | 1.4% | -1.9% |
| ALC ALCON INC | Healthcare | 414.1K | $31.2M | 1.4% | -6.3% |
| CLX CLOROX COMPANY | Other | 297.6K | $30.8M | 1.4% | +35.8% |
| FISV FISERV INC | Services media | 529.1K | $29.5M | 1.3% | +8.5% |
| PEP PEPSICO INC | Consumer staples | 185.5K | $28.8M | 1.3% | +0.5% |
| MA MASTERCARD INC - A | Services media | 57.4K | $28.7M | 1.3% | -1.1% |
| JPM JPMORGAN CHASE & CO | Financials | 95.5K | $28.1M | 1.3% | -1.3% |
| GWW WW GRAINGER INC | Consumer discretionary | 21.3K | $23.2M | 1.0% | -0.1% |
| NVDA NVIDIA CORP | Technology | 128.6K | $22.4M | 1.0% | +8.1% |
| CHWY CHEWY INC - CLASS A | Consumer discretionary | 714.2K | $19.3M | 0.9% | +56.2% |
| CSL CARLISLE COS INC | Other | 49.0K | $16.4M | 0.7% | +3.0% |
| LH LABCORP HOLDINGS INC | Healthcare | 61.0K | $16.3M | 0.7% | -26.0% |
| TT TRANE TECHNOLOGIES PLC | Technology | 37.5K | $15.6M | 0.7% | Held |
| NEE NEXTERA ENERGY INC | Utilities | 165.9K | $15.4M | 0.7% | +5.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 88.5K | $12.8M | 0.6% | +9.4% |
| XOM EXXON MOBIL CORP | Energy | 66.6K | $11.3M | 0.5% | -1.7% |
| MRK MERCK & CO. INC. | Healthcare | 88.8K | $10.7M | 0.5% | -0.6% |
| BAC BANK OF AMERICA CORP | Financials | 182.9K | $8.9M | 0.4% | -7.6% |
| UBER UBER TECHNOLOGIES INC | Services media | 113.9K | $8.2M | 0.4% | -2.8% |
| AVGO BROADCOM INC | Technology | 25.0K | $7.7M | 0.3% | +0.8% |
| INTU INTUIT INC | Technology | 17.0K | $7.3M | 0.3% | -80.8% |
| RTX RTX CORP | Industrials | 37.0K | $7.1M | 0.3% | -0.3% |
| KO COCA-COLA CO/THE | Consumer staples | 90.2K | $6.9M | 0.3% | -0.2% |
| ABBV ABBVIE INC | Healthcare | 25.5K | $5.6M | 0.2% | -1.7% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 26.3K | $5.3M | 0.2% | -4.7% |
| HD HOME DEPOT INC | Consumer discretionary | 13.9K | $4.6M | 0.2% | Held |
| ACN ACCENTURE PLC-CL A | Services media | 22.1K | $4.4M | 0.2% | -6.7% |
| V VISA INC-CLASS A SHARES | Services media | 14.4K | $4.4M | 0.2% | +11.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 195 | $2.23B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 200 | $2.39B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 197 | $2.37B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 195 | $2.25B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 18, 2025 | 187 | $2.11B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 181 | $2.15B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 178 | $2.13B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 172 | $2.07B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 172 | $2.06B | canonical | SEC ↗ |
Similar funds
DIAMANT ASSET MANAGEMENT, INC. LILLY ENDOWMENT INCBROOKFIELD Corp /ON/GQG Partners LLCMITSUBISHI UFJ FINANCIAL GROUP INCNewport Trust Company, LLCVIKING GLOBAL INVESTORS LPPARNASSUS INVESTMENTS, LLC MASTERCARD FOUNDATION ASSET MANAGEMENT CORPPZENA INVESTMENT MANAGEMENT LLCCOATUE MANAGEMENT LLCWinslow Capital Management, LLC