StockDriftsStockDriftsTop 50 Birch Hill Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.28% | 546.7K | $130.3M | -0.43%(-2.37K) | $28.12(+877.61%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 5.14% | 719.9K | $126.9M | +3.12%(+21.80K) | $48.59(+251.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.55% | 314.7K | $112.5M | -3.18%(-10.35K) | $36.95(+851.10%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.31% | 212.6K | $106.4M | -0.19%(-395) | $200.36(+161.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.3% | 367.1K | $106.2M | +1.54%(+5.55K) | $56.69(+440.97%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.28% | 283.6K | $105.8M | +1.05%(+2.94K) | $43.76(+1048.79%) | 2026-06-30 | |
| ROK | ROCKWELL AUTOMATION INC | 3.73% | 186.1K | $92.1M | -1.42%(-2.68K) | $248.27(+78.08%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 3.51% | 572.2K | $86.7M | -1.18%(-6.83K) | $15.76(+905.07%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.31% | 41.1K | $81.8M | +3.53%(+1.40K) | $911.52(+98.02%) | 2026-06-30 | |
| ECL | ECOLAB INC | 3.3% | 292.6K | $81.5M | +1.04%(+3.03K) | $83.32(+242.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.21% | +52.93% | +10.45% | +64.37% |
| Top 20 Holdings Unweighted | +16.52% | +58.20% | +11.06% | +68.96% |
Birch Hill Investment Advisors LLC reports $2.47B in US-listed equity holdings across 211 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (5.3%), APH (5.1%) and GOOGL (4.5%). The top 20 holdings account for 67.16% of reported assets. Its disclosed equity book has returned +52.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Birch Hill Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1424177). View Birch Hill Investment Advisors LLC’s 13F filings on SEC