Birch Hill Investment Advisors
Birch Hill Investment Advisors reported 219 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MSFT (5.9%), AMZN (5.5%) and AAPL (5.0%). Compared with Q2 2026, the fund opened new positions in XOM and WSO, added to APH, ASML and ADI, trimmed MSFT, AMZN and AAPL and sold out of IBIT, MBLY and KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $143M | 5.9% | 279K | −4,313 (−2%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $133M | 5.5% | 535K | −12K (−2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $121M | 5.0% | 364K | −3,071 (−1%) | 8 of 8 | |
| 4 |  APH Amphenol Corp New | $117M | 4.8% | 1.4M | +669K (+93%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $106M | 4.4% | 308K | −6,597 (−2%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $104M | 4.3% | 210K | −2,862 (−1%) | 8 of 8 | |
| 7 |  ASML Asml Holding N V | $79.9M | 3.3% | 44K | +3,007 (+7%) | 6 of 8 | |
| 8 |  ECL Ecolab Inc | $79.5M | 3.3% | 289K | −3,221 (−1%) | 8 of 8 | |
| 9 |  ROK Rockwell Automation Inc | $79.2M | 3.3% | 182K | −4,058 (−2%) | 8 of 8 | |
| 10 |  VRTX Vertex Pharmaceuticals I | $75M | 3.1% | 144K | −4,183 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Birch Hill Investment Advisors 13F FAQ
What does Birch Hill Investment Advisors own?
Birch Hill Investment Advisors reported 219 stocks worth $2.4B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MSFT (5.9%), AMZN (5.5%) and AAPL (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Birch Hill Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 40 added to, 85 trimmed and 4 sold out. New positions include XOM and WSO. It sold all of IBIT, MBLY and KLAC.
When will Birch Hill Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Birch Hill Investment Advisors's portfolio worth?
The Q3 2026 filing reports $2.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.