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Birch Hill Investment Advisors LLC
hedge fundUpdated 51 days agoManaged by Birch Hill Investment Advisors Llc • Latest filing Q2 2026
Portfolio value
$2.5B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 13 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2023 | $1.7B |
| Q3 2023 | $1.7B |
| Q4 2023 | $1.9B |
| Q1 2024 | $2.1B |
| Q2 2024 | $2.1B |
| Q3 2024 | $2.1B |
| Q4 2024 | $2.2B |
| Q1 2025 | $2.1B |
| Q2 2025 | $2.3B |
| Q3 2025 | $2.4B |
| Q4 2025 | $2.4B |
| Q1 2026 | $2.2B |
| Q2 2026 | $2.5B |
Top holdings
211 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $130.3M | 546.7K | 5.28% | Trimmed(-0.4%) |
| 2 | A APH AMPHENOL CORP | $126.9M | 719.9K | 5.14% | Added(+3.1%) |
| 3 | G GOOGN ALPHABET INC | $112.5M | 314.7K | 4.55% | Trimmed(-3.2%) |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $106.4M | 212.6K | 4.31% | Trimmed(-0.2%) |
| 5 | A AAPL APPLE INC | $106.2M | 367.1K | 4.30% | Added(+1.5%) |
| 6 | M MSFT MICROSOFT CORP | $105.8M | 283.6K | 4.28% | Added(+1.1%) |
| 7 | R ROK ROCKWELL AUTOMATION INC | $92.1M | 186.1K | 3.73% | Trimmed(-1.4%) |
| 8 | T TJX TJX COS INC NEW | $86.7M | 572.2K | 3.51% | Trimmed(-1.2%) |
| 9 | A ASMLF ASML HLDG NV | $81.8M | 41.1K | 3.31% | Added(+3.5%) |
| 10 | E ECL ECOLAB INC | $81.5M | 292.6K | 3.30% | Added(+1.0%) |
| 11 | I IBM INTERNATIONAL BUSINESS MACHS | $81.4M | 289.5K | 3.30% | Added(+3.6%) |
| 12 | W WTS WATTS WATER TECHNOLOGIES INC | $76M | 194.2K | 3.08% | Added(+2.6%) |
| 13 | V VRTX VERTEX PHARMACEUTICALS INC | $73.4M | 147.7K | 2.97% | Trimmed(-2.0%) |
| 14 | M MRSH MARSH & MCLENNAN COS INC | $68.4M | 410.2K | 2.77% | Trimmed(-4.0%) |
| 15 | E EW EDWARDS LIFESCIENCES CORP | $66.5M | 735.4K | 2.69% | Trimmed(-0.7%) |
| 16 | G GOOGN ALPHABET INC | $62.5M | 177.0K | 2.53% | Trimmed(-2.2%) |
| 17 | W WST WEST PHARMACEUTICAL SVSC INC | $57.3M | 159.7K | 2.32% | Trimmed(-0.9%) |
| 18 | L LECO LINCOLN ELEC HLDGS INC | $53.8M | 202.7K | 2.18% | Added(+1.3%) |
| 19 | A ADI ANALOG DEVICES INC | $44.8M | 112.9K | 1.82% | Trimmed(-1.7%) |
| 20 | K KR KROGER CO | $44.2M | 796.4K | 1.79% | Added(+0.5%) |