Birch Hill Investment Advisors LLC holds a diversified book of 195 stocks worth $2.2B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Tot World STK ETF and trimmed Microsoft Corp. Their largest long position is Amazon.com Inc at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1424177/holdings"
Use Arkolith to show Birch Hill Investment Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $114.4M | 549.1K | 5.1% | ▲+1.6% Added · +9K sh | |
| 2 | Microsoft Corp COM | $103.9M | 280.6K | 4.7% | ▼−0.7% Reduced · −2K sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $102.1M | 213.0K | 4.6% | ▼−1.8% Reduced · −4K sh | |
| 4 | Alphabet Inc CAP STK CL A | $93.5M | 325.0K | 4.2% | ▼−10% Reduced · −37K sh | |
| 5 | TJX Cos Inc New COM | $92.5M | 579.0K | 4.2% | ▼−3.4% Reduced · −20K sh | |
| 6 | Apple Inc COM | $91.7M | 361.5K | 4.1% | ▼−0.4% Reduced · −1K sh | |
| 7 | Amphenol Corp CL A | $88.2M | 698.1K | 4.0% | ▼−4.6% Reduced · −34K sh | |
| 8 | Ecolab Inc COM | $77.0M | 289.6K | 3.5% | ▼−1.3% Reduced · −4K sh | |
| 9 | Marsh & McLennan Cos Inc COM | $74.2M | 427.6K | 3.3% | ▼−2.5% Reduced · −11K sh | |
| 10 | Rockwell Automation Inc COM | $67.7M | 188.7K | 3.0% | ▼−2.1% Reduced · −4K sh | |
| 11 | International Business Machs COM | $67.7M | 279.4K | 3.0% | ▼−1.1% Reduced · −3K sh | |
| 12 | Vertex Pharmaceuticals Inc COM | $67.3M | 150.8K | 3.0% | ▼−1.1% Reduced · −2K sh | |
| 13 | Edwards Lifesciences Corp COM | $59.3M | 740.2K | 2.7% | ▼−0.5% Reduced · −3K sh | |
| 14 | Kroger Co COM | $57.3M | 792.5K | 2.6% | ▼−0.1% Reduced · −490 sh | |
| 15 | Watts Water Technologies Inc CL A | $55.0M | 189.3K | 2.5% | ▼−0.3% Reduced · −599 sh | |
| 16 | ASML Hldg NV N Y REGISTRY SHS | $52.5M | 39.7K | 2.4% | ▲+0.1% Added · +59 sh | |
| 17 | Alphabet Inc CAP STK CL C | $51.9M | 181.1K | 2.3% | ▼−4.4% Reduced · −8K sh | |
| 18 | Lincoln Elec Hldgs Inc COM | $49.8M | 200.1K | 2.2% | ▼−0.4% Reduced · −740 sh | |
| 19 | S&P Global Inc COM | $45.0M | 105.8K | 2.0% | ▼−0.4% Reduced · −392 sh | |
| 20 | West Pharmaceutical SVSC Inc COM | $40.4M | 161.2K | 1.8% | ▲+5.9% Added · +9K sh | |
| 21 | Analog Devices Inc COM | $36.5M | 114.9K | 1.6% | ▼−1.0% Reduced · −1K sh | |
| 22 | Costco Wholesale Corporation COM | $34.9M | 35.0K | 1.6% | ▼−0.6% Reduced · −226 sh | |
| 23 | Johnson & Johnson COM | $32.2M | 131.9K | 1.4% | ▼−1.9% Reduced · −3K sh | |
| 24 | Alcon AG ORD SHS | $31.2M | 414.1K | 1.4% | ▼−6.3% Reduced · −28K sh | |
| 25 | Clorox Co Del COM | $30.8M | 297.6K | 1.4% | ▲+36% Added · +78K sh | |
| 26 | Fiserv Inc COM | $29.5M | 529.1K | 1.3% | ▲+8.5% Added · +41K sh | |
| 27 | Pepsico Inc COM | $28.8M | 185.5K | 1.3% | ▲+0.5% Added · +900 sh | |
| 28 | Mastercard Incorporated CL A | $28.7M | 57.4K | 1.3% | ▼−1.1% Reduced · −611 sh | |
| 29 | JPMorgan Chase & Co COM | $28.1M | 95.5K | 1.3% | ▼−1.3% Reduced · −1K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $26.7M | 40.8K | 1.2% | ▼−0.5% Reduced · −195 sh | |
| 31 | Ishares TR CORE S&P SCP ETF | $26.2M | 210.8K | 1.2% | ▼−0.4% Reduced · −841 sh | |
| 32 | WW Grainger Inc COM | $23.2M | 21.3K | 1.0% | ▼−0.1% Reduced · −15 sh | |
| 33 | Nvidia Corporation COM | $22.4M | 128.6K | 1.0% | ▲+8.1% Added · +10K sh | |
| 34 | Chewy Inc CL A | $19.3M | 714.2K | 0.9% | ▲+56% Added · +257K sh | |
| 35 | Carlisle Cos Inc COM | $16.4M | 49.0K | 0.7% | ▲+3.0% Added · +1K sh | |
| 36 | Labcorp Holdings Inc COM SHS | $16.3M | 61.0K | 0.7% | ▼−26% Reduced · −21K sh | |
| 37 | Trane Technologies PLC SHS | $15.6M | 37.5K | 0.7% | —Held | |
| 38 | NextEra Energy Inc COM | $15.4M | 165.9K | 0.7% | ▲+5.0% Added · +8K sh | |
| 39 | Procter & Gamble Co COM | $12.8M | 88.5K | 0.6% | ▲+9.4% Added · +8K sh | |
| 40 | Exxon Mobil Corp COM | $11.3M | 66.6K | 0.5% | ▼−1.7% Reduced · −1K sh | |
| 41 | J P Morgan Exchange Traded F BETABULDRS JAPAN | $10.7M | 155.7K | 0.5% | ▲+4.0% Added · +6K sh | |
| 42 | Merck & Co Inc COM | $10.7M | 88.8K | 0.5% | ▼−0.6% Reduced · −580 sh | |
| 43 | Bank America Corp COM | $8.9M | 182.9K | 0.4% | ▼−7.6% Reduced · −15K sh | |
| 44 | Uber Technologies Inc COM | $8.2M | 113.9K | 0.4% | ▼−2.8% Reduced · −3K sh | |
| 45 | Ishares TR CORE S&P MCP ETF | $8.0M | 118.8K | 0.4% | ▲+0.1% Added · +64 sh | |
| 46 | Ishares TR MSCI EAFE ETF | $7.9M | 81.0K | 0.4% | ▲+3.5% Added · +3K sh | |
| 47 | Broadcom Inc COM | $7.7M | 25.0K | 0.3% | ▲+0.8% Added · +193 sh | |
| 48 | Intuit COM | $7.3M | 17.0K | 0.3% | ▼−81% Reduced · −72K sh | |
| 49 | RTX Corporation COM | $7.1M | 37.0K | 0.3% | ▼−0.3% Reduced · −98 sh | |
| 50 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.0M | 130.3K | 0.3% | ▲+7.6% Added · +9K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 195 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 200 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 197 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 195 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 187 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 181 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 178 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 172 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 172 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 163 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 154 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 157 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 159 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 152 | $1.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 19, 2022 | 146 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 151 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 8, 2022 | 161 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 170 | $2.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 167 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 162 | $1.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 157 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 27, 2021 | 150 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 22, 2020 | 141 | $1.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 139 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.