Birch Hill Investment Advisors LLC holds a diversified book of 211 reported positions worth $2.5B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2013 would be +303% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning Birch Hill Investment Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Birch Hill Investment Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 51 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| New World Advisors LLC | 35 / 80 | $533.8M |
| Emerald Advisors, LLC | 31 / 80 | $649.7M |
| Independent Investors Inc | 28 / 80 | $416.4M |
| Prospect Hill Management, LLC | 8 / 80 | $201.7M |
| Skye Global Management LP | 11 / 80 | $4.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Birch Hill Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $130.3M | 546.7K | 5.3% | ▼−0.4% Reduced · −2K sh | |
| 2 | Amphenol Corp CL A | $126.9M | 719.9K | 5.1% | ▲+3.1% Added · +22K sh | |
| 3 | Alphabet Inc CAP STK CL A | $112.5M | 314.7K | 4.6% | ▼−3.2% Reduced · −10K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $106.4M | 212.6K | 4.3% | ▼−0.2% Reduced · −395 sh | |
| 5 | Apple Inc COM | $106.2M | 367.1K | 4.3% | ▲+1.5% Added · +6K sh | |
| 6 | Microsoft Corp COM | $105.8M | 283.6K | 4.3% | ▲+1.0% Added · +3K sh | |
| 7 | Rockwell Automation Inc COM | $92.1M | 186.1K | 3.7% | ▼−1.4% Reduced · −3K sh | |
| 8 | TJX Cos Inc New COM | $86.7M | 572.2K | 3.5% | ▼−1.2% Reduced · −7K sh | |
| 9 | ASML Hldg NV N Y REGISTRY SHS | $81.8M | 41.1K | 3.3% | ▲+3.5% Added · +1K sh | |
| 10 | Ecolab Inc COM | $81.5M | 292.6K | 3.3% | ▲+1.0% Added · +3K sh | |
| 11 | International Business Machs COM | $81.4M | 289.5K | 3.3% | ▲+3.6% Added · +10K sh | |
| 12 | Watts Water Technologies Inc CL A | $76.0M | 194.2K | 3.1% | ▲+2.6% Added · +5K sh | |
| 13 | Vertex Pharmaceuticals Inc COM | $73.4M | 147.7K | 3.0% | ▼−2.0% Reduced · −3K sh | |
| 14 | Marsh & McLennan Cos Inc COM | $68.4M | 410.2K | 2.8% | ▼−4.0% Reduced · −17K sh | |
| 15 | Edwards Lifesciences Corp COM | $66.5M | 735.4K | 2.7% | ▼−0.7% Reduced · −5K sh | |
| 16 | Alphabet Inc CAP STK CL C | $62.5M | 177.0K | 2.5% | ▼−2.2% Reduced · −4K sh | |
| 17 | West Pharmaceutical SVSC Inc COM | $57.3M | 159.7K | 2.3% | ▼−0.9% Reduced · −1K sh | |
| 18 | Lincoln Elec Hldgs Inc COM | $53.8M | 202.7K | 2.2% | ▲+1.3% Added · +3K sh | |
| 19 | Analog Devices Inc COM | $44.8M | 112.9K | 1.8% | ▼−1.7% Reduced · −2K sh | |
| 20 | Kroger Co COM | $44.2M | 796.4K | 1.8% | ▲+0.5% Added · +4K sh | |
| 21 | S&P Global Inc COM | $41.7M | 102.5K | 1.7% | ▼−3.2% Reduced · −3K sh | |
| 22 | Costco Wholesale Corporation COM | $32.6M | 34.9K | 1.3% | ▼−0.5% Reduced · −177 sh | |
| 23 | Johnson & Johnson COM | $32.2M | 126.6K | 1.3% | ▼−4.0% Reduced · −5K sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $31.7M | 213.8K | 1.3% | ▲+1.4% Added · +3K sh | |
| 25 | Clorox Co Del COM | $31.0M | 324.9K | 1.3% | ▲+9.2% Added · +27K sh | |
| 26 | JPMorgan Chase & Co COM | $30.9M | 94.4K | 1.3% | ▼−1.2% Reduced · −1K sh | |
| 27 | Fiserv Inc COM | $30.6M | 623.3K | 1.2% | ▲+18% Added · +94K sh | |
| 28 | Ishares TR CORE S&P500 ETF | $30.5M | 40.8K | 1.2% | ▼−0.1% Reduced · −49 sh | |
| 29 | Mastercard Incorporated CL A | $29.5M | 57.5K | 1.2% | ▲+0.1% Added · +85 sh | |
| 30 | WW Grainger Inc COM | $28.5M | 21.0K | 1.2% | ▼−1.5% Reduced · −322 sh | |
| 31 | Nvidia Corporation COM | $27.2M | 136.1K | 1.1% | ▲+5.8% Added · +7K sh | |
| 32 | Pepsico Inc COM | $25.0M | 184.9K | 1.0% | ▼−0.3% Reduced · −560 sh | |
| 33 | Alcon AG ORD SHS | $21.4M | 319.6K | 0.9% | ▼−23% Reduced · −95K sh | |
| 34 | NextEra Energy Inc COM | $19.8M | 225.3K | 0.8% | ▲+36% Added · +59K sh | |
| 35 | Trane Technologies PLC SHS | $18.4M | 37.5K | 0.7% | —Held | |
| 36 | Carlisle Cos Inc COM | $18.0M | 49.5K | 0.7% | ▲+1.0% Added · +505 sh | |
| 37 | J P Morgan Exchange Traded F BETABULDRS JAPAN | $15.1M | 200.3K | 0.6% | ▲+29% Added · +45K sh | |
| 38 | Labcorp Holdings Inc COM SHS | $14.3M | 51.1K | 0.6% | ▼−16% Reduced · −10K sh | |
| 39 | Procter & Gamble Co COM | $13.3M | 90.5K | 0.5% | ▲+2.3% Added · +2K sh | |
| 40 | Merck & Co Inc COM | $11.3M | 88.0K | 0.5% | ▼−0.9% Reduced · −833 sh | |
| 41 | Bank Of Amer Corp COM | $10.2M | 178.4K | 0.4% | ▼−2.5% Reduced · −4K sh | |
| 42 | Broadcom Inc COM | $9.4M | 24.9K | 0.4% | ▼−0.1% Reduced · −30 sh | |
| 43 | Ishares TR CORE S&P MCP ETF | $9.3M | 121.1K | 0.4% | ▲+1.9% Added · +2K sh | |
| 44 | Chewy Inc CL A | $9.3M | 475.0K | 0.4% | ▼−34% Reduced · −239K sh | |
| 45 | Ishares TR MSCI EAFE ETF | $8.6M | 82.7K | 0.3% | ▲+2.1% Added · +2K sh | |
| 46 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $8.0M | 133.3K | 0.3% | ▲+2.2% Added · +3K sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.9M | 110.3K | 0.3% | ▲+8.3% Added · +8K sh | |
| 48 | Uber Technologies Inc COM | $7.7M | 107.0K | 0.3% | ▼−6.1% Reduced · −7K sh | |
| 49 | BXP Inc COM | $7.4M | 110.9K | 0.3% | ▼−3.3% Reduced · −4K sh | |
| 50 | Invesco Exchange Traded FD T S&P500 EQL WGT | $7.3M | 34.5K | 0.3% | ▼−2.1% Reduced · −732 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 211 | $2.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 195 | $2.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 200 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 197 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 195 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 18d | 187 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 181 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 178 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 30d | 172 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 43d | 172 | $2.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 29d | 163 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 19d | 154 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 20d | 157 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 14d | 159 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 31d | 152 | $1.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 19, 2022 | 19d | 146 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 13d | 151 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 8, 2022 | 8d | 161 | $1.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 33d | 170 | $2.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 25d | 167 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 22d | 162 | $1.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 26d | 157 | $1.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 27, 2021 | 27d | 150 | $1.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 22, 2020 | 22d | 141 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.