Birch Hill Investment Advisors LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
219
Total value ($000)
$2,430,287
Net value change ($000)
-38,852 (-1.6%)
New positions
12
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 37,452 35.4%
AAPL 15,003 14.1%
EXXONMOBIL HOLDINGS CORP 10,646 NEW
ADI 8,235 18.4%
NVDA 5,196 19.1%
AVGO 4,473 47.5%
AMZN 2,982 2.3%
WSO 2,458 NEW
BBJP 2,268 15.0%
DHR 1,937 27.5%
Top Reduces (Value $000, Stocks/ETFs)
IBM -18,877 -23.2%
ROK -12,883 -14.0%
TJX -12,460 -14.4%
APH -9,817 -7.7%
WTS -9,226 -12.1%
CHWY -8,335 -89.3%
GOOGL -6,452 -5.7%
CLX -5,930 -19.1%
ALC -5,796 -27.0%
GOOGL -5,053 -8.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type