Birch Hill Investment Advisors LLC

$2.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1424177 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 195
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 9

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$10.3M	+8,894	$125M	$114M	540,217	549,111
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$32.8M	−1,913	$137M	$104M	282,529	280,616
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$6.9M	−3,807	$109M	$102M	216,785	212,978
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$19.7M	−36,642	$113M	$93.5M	361,655	325,013
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$395K	−20,386	$92.1M	$92.5M	599,401	579,015
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$6.9M	−1,456	$98.7M	$91.7M	362,974	361,518
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$10.7M	−33,965	$98.9M	$88.2M	732,076	698,111
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$1.3K	−3,866	$77.0M	$77.0M	293,478	289,612
position key `pos:15708` · issuer key `iss:1187` COM	TRIM	−$7.2M	−11,032	$81.4M	$74.2M	438,591	427,559
position key `pos:10904` · issuer key `iss:1569` COM	TRIM	−$7.3M	−4,033	$75.0M	$67.7M	192,763	188,730
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$15.9M	−3,027	$83.7M	$67.7M	282,401	279,374
position key `pos:10586` · issuer key `iss:1908` COM	TRIM	−$1.8M	−1,690	$69.1M	$67.3M	152,485	150,795
position key `pos:16440` · issuer key `iss:637` COM	TRIM	−$4.1M	−3,480	$63.4M	$59.3M	743,680	740,200
position key `pos:10263` · issuer key `iss:1078` COM	TRIM	+$7.8M	−490	$49.5M	$57.3M	793,039	792,549
position key `pos:18249` · issuer key `iss:1949` CL A	TRIM	+$2.5M	−599	$52.4M	$55.0M	189,909	189,310
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	ADD	+$10.0M	+59	$42.4M	$52.5M	39,658	39,717
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$7.5M	−8,328	$59.4M	$51.9M	189,401	181,073
position key `pos:12577` · issuer key `iss:1126` COM	TRIM	+$1.7M	−740	$48.1M	$49.8M	200,860	200,120
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$10.5M	−392	$55.5M	$45.0M	106,211	105,819
position key `pos:10317` · issuer key `iss:1960` COM	ADD	−$1.5M	+9,011	$41.9M	$40.4M	152,148	161,159
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$5.1M	−1,120	$31.5M	$36.5M	115,973	114,853
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$4.5M	−226	$30.4M	$34.9M	35,265	35,039
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$4.4M	−2,547	$27.8M	$32.2M	134,441	131,894
position key `pos:17782` · issuer key `iss:2255` ORD SHS	TRIM	−$3.6M	−27,694	$34.8M	$31.2M	441,835	414,141
position key `pos:13754` · issuer key `iss:468` COM	ADD	+$8.7M	+78,394	$22.1M	$30.8M	219,206	297,600
position key `pos:14143` · issuer key `iss:748` COM	ADD	−$3.2M	+41,408	$32.8M	$29.5M	487,695	529,103
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$2.3M	+900	$26.5M	$28.8M	184,575	185,475
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$4.4M	−611	$33.1M	$28.7M	58,005	57,394
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$3.1M	−1,300	$31.2M	$28.1M	96,810	95,510
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$1.4M	−195	$28.1M	$26.7M	41,008	40,813
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	+$770K	−841	$25.4M	$26.2M	211,673	210,832
position key `pos:10654` · issuer key `iss:844` COM	TRIM	+$1.7M	−15	$21.5M	$23.2M	21,301	21,286
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$231K	+9,584	$22.2M	$22.4M	119,026	128,610
position key `pos:16460` · issuer key `iss:441` CL A	ADD	+$4.2M	+256,935	$15.1M	$19.3M	457,311	714,246
position key `pos:10146` · issuer key `iss:397` COM	ADD	+$1.1M	+1,445	$15.2M	$16.4M	47,587	49,032
position key `pos:11064` · issuer key `iss:1089` COM SHS	TRIM	−$4.4M	−21,484	$20.7M	$16.3M	82,505	61,021
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$2.7M	+7,930	$12.7M	$15.4M	157,922	165,852
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$1.2M	+7,615	$11.6M	$12.8M	80,868	88,483
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$3.1M	−1,139	$8.1M	$11.3M	67,720	66,581
position key `sid:sec:prov:3a2576efa8f5a1bcfc792e15eece4e9a` · issuer key `cusip6:46641Q` BETABULDRS JAPAN	ADD	+$861K	+5,972	$9.9M	$10.7M	149,681	155,653
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.3M	−580	$9.4M	$10.7M	89,385	88,805
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$2.0M	−15,089	$10.9M	$8.9M	198,000	182,911
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$1.4M	−3,312	$9.6M	$8.2M	117,257	113,945
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$186K	+64	$7.8M	$8.0M	118,714	118,778
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	ADD	+$355K	+2,766	$7.5M	$7.9M	78,252	81,018
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$846K	+193	$8.6M	$7.7M	24,766	24,959
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$51.4M	−71,754	$58.8M	$7.3M	88,753	16,999
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$333K	−98	$6.8M	$7.1M	37,069	36,971
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$532K	+9,200	$6.5M	$7.0M	121,141	130,341
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$538K	−223	$6.3M	$6.9M	90,401	90,178
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	ADD	+$1.2M	+6,305	$5.5M	$6.8M	28,967	35,272
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$1.7M	+24,478	$4.8M	$6.5M	77,295	101,773
position key `pos:17718` · issuer key `iss:306` COM	TRIM	−$2.2M	−5,700	$8.1M	$6.0M	120,441	114,741
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$381K	−437	$5.9M	$5.6M	25,975	25,538
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$1.8M	−1,305	$7.1M	$5.3M	27,568	26,263
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	TRIM	−$2.0M	−1,589	$6.3M	$4.4M	23,663	22,074
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$192K	+1,441	$4.5M	$4.4M	12,955	14,396
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$1.5M	−1,100	$5.6M	$4.1M	28,825	27,725
position key `pos:10434` · issuer key `iss:482` COM	TRIM	+$201K	−1,120	$3.8M	$4.0M	47,691	46,571
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$63.2K	−100	$3.9M	$3.8M	29,463	29,363
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$32.1K	+25	$3.5M	$3.5M	14,050	14,075
position key `pos:11521` · issuer key `iss:914` COM	ADD	+$297K	+380	$3.1M	$3.4M	10,807	11,187
position key `pos:11070` · issuer key `iss:813` COM	TRIM	−$545K	−14,038	$3.9M	$3.4M	167,988	153,950
position key `pos:10708` · issuer key `iss:1205` COM NON VTG	TRIM	−$1.2M	−510	$4.5M	$3.3M	66,660	66,150
position key `pos:16990` · issuer key `iss:1012` SP SMCP600VL ETF	ADD	+$125K	+30	$2.9M	$3.1M	25,764	25,794
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$509K	−5	$3.3M	$2.8M	5,766	5,761
position key `pos:16525` · issuer key `iss:58` COM	ADD	+$490K	+330	$2.2M	$2.7M	9,071	9,401
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	TRIM	+$695K	−600	$2.0M	$2.7M	44,220	43,620
position key `pos:14585` · issuer key `iss:1246` CL A	TRIM	−$2.2M	−44,628	$4.9M	$2.6M	90,557	45,929
position key `pos:12595` · issuer key `iss:1938` COM	TRIM	+$244K	−650	$2.4M	$2.6M	11,139	10,489
position key `pos:15134` · issuer key `iss:1844` COM NEW	TRIM	−$120K	−1,000	$2.7M	$2.6M	50,120	49,120
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	ADD	+$95.8K	+70	$2.4M	$2.5M	44,167	44,237
position key `pos:11059` · issuer key `iss:322` COM	ADD	+$415K	+5,882	$2.0M	$2.4M	8,913	14,795
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$677K	−1,190	$3.1M	$2.4M	24,525	23,335
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$257K	−156	$2.1M	$2.3M	4,816	4,660
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$541K	−425	$1.8M	$2.3M	11,538	11,113
position key `pos:10193` · issuer key `iss:1574` COM	TRIM	−$1.6M	−2,536	$3.5M	$1.9M	7,903	5,367
position key `pos:13891` · issuer key `iss:1313` CL B	ADD	−$271K	+1,895	$2.2M	$1.9M	34,049	35,944
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	+$28.9K	−255	$1.9M	$1.9M	8,033	7,778
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	+$57.1K	+700	$1.8M	$1.9M	5,836	6,536
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$89.4K	−5	$1.9M	$1.8M	2,729	2,724
position key `pos:11979` · issuer key `iss:57` COM CL A	ADD	−$77.8K	+400	$1.8M	$1.8M	13,594	13,994
position key `pos:15147` · issuer key `iss:604` COM	TRIM	+$46.8K	−275	$1.5M	$1.6M	7,880	7,605
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$104K	−40	$1.7M	$1.6M	2,691	2,651
position key `pos:13354` · issuer key `iss:367` COM	TRIM	−$173K	−168	$1.7M	$1.5M	21,353	21,185
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$600K	+350	$878K	$1.5M	1,344	1,694
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$493K	−2,067	$1.9M	$1.4M	16,872	14,805
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	+$12.5K	+165	$1.4M	$1.4M	1,830	1,995
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$1.0M	−1,897	$2.2M	$1.2M	8,392	6,495
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	ADD	−$11.0K	+6	$1.2M	$1.2M	4,181	4,187
position key `pos:10357` · issuer key `iss:1786` COM	ADD	+$3.7K	+550	$1.2M	$1.2M	2,575	3,125
position key `pos:14442` · issuer key `iss:1667` COM	ADD	+$205K	+1,125	$805K	$1.0M	6,459	7,584
position key `pos:10156` · issuer key `iss:1861` CL B	TRIM	−$143K	−1,355	$1.1M	$999K	11,510	10,155
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$156K	−11	$1.1M	$965K	1,697	1,686
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	ADD	+$156K	+1,000	$783K	$939K	9,652	10,652
position key `pos:16193` · issuer key `iss:1909` COM CL A	ADD	+$459K	+850	$450K	$908K	2,775	3,625
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$19.0K	−50	$886K	$905K	5,521	5,471
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	NEW	+$858K	+6,200	$0	$858K	—	6,200
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	ADD	+$20.8K	+170	$810K	$830K	8,513	8,683
position key `pos:16680` · issuer key `iss:1336` COM	TRIM	+$123K	−350	$670K	$792K	10,850	10,500

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 63

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14081` · issuer key `iss:2235` SHS	NO CHANGE	+$1.0M	$14.6M	$15.6M	37,502	37,502
position key `pos:16309` · issuer key `cusip6:389637` SHS REP COM UT	NO CHANGE	−$1.6M	$7.0M	$5.4M	102,850	102,850
position key `pos:10715` · issuer key `iss:916` COM	NO CHANGE	−$212K	$4.8M	$4.6M	13,919	13,919
position key `pos:11608` · issuer key `iss:889` COM	NO CHANGE	−$671K	$5.0M	$4.3M	324,169	324,169
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$548K	$2.3M	$2.9M	4,044	4,044
position key `pos:14770` · issuer key `iss:965` COM	NO CHANGE	+$29.8K	$2.6M	$2.7M	33,090	33,090
position key `pos:15592` · issuer key `iss:954` COM	NO CHANGE	+$123K	$2.2M	$2.3M	8,763	8,763
position key `sid:sec:prov:eccbebd4ae697b4cc5b742610cdbf1dd` · issuer key `cusip6:37954Y` GLOBAL X COPPER	NO CHANGE	+$112K	$1.8M	$1.9M	24,520	24,520
position key `pos:10520` · issuer key `iss:2024` ORD SHS	NO CHANGE	−$174K	$2.0M	$1.8M	12,500	12,500
position key `pos:13471` · issuer key `iss:562` COM	NO CHANGE	+$314K	$1.5M	$1.8M	3,215	3,215
position key `pos:16096` · issuer key `iss:1206` COM	NO CHANGE	+$29.1K	$1.7M	$1.8M	5,646	5,646
position key `pos:13490` · issuer key `iss:1939` COM	NO CHANGE	+$153K	$1.3M	$1.5M	11,909	11,909
position key `pos:13801` · issuer key `iss:1188` CL A	NO CHANGE	+$72.2K	$1.3M	$1.4M	4,291	4,291
position key `pos:18143` · issuer key `iss:982` COM	NO CHANGE	+$230K	$1.2M	$1.4M	31,800	31,800
position key `pos:14916` · issuer key `iss:1946` COM	NO CHANGE	+$61.5K	$1.3M	$1.4M	6,104	6,104
position key `pos:16368` · issuer key `iss:953` COM	NO CHANGE	−$219K	$1.3M	$1.1M	1,910	1,910
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$10.3K	$1.0M	$1.0M	10,706	10,706
position key `pos:15690` · issuer key `iss:610` COM NEW	NO CHANGE	+$108K	$925K	$1.0M	7,888	7,888
position key `pos:11584` · issuer key `iss:403` COM	NO CHANGE	+$62.1K	$945K	$1.0M	17,891	17,891
position key `sid:sec:prov:62a2ff7b2ad44c6883d016344e34872b` · issuer key `cusip6:389930` SHS NEW	NO CHANGE	−$251K	$1.1M	$863K	28,761	28,761
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$71.6K	$869K	$798K	7,051	7,051
position key `pos:17674` · issuer key `iss:728` COM	NO CHANGE	+$149K	$640K	$790K	2,217	2,217
position key `pos:10856` · issuer key `iss:1801` COM	NO CHANGE	−$74.8K	$806K	$731K	5,033	5,033
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$50.6K	$674K	$725K	2,060	2,060
position key `pos:11849` · issuer key `iss:104` COM	NO CHANGE	−$154K	$844K	$690K	2,281	2,281
position key `sid:sec:prov:b5c47f039d2476f11c490f58ad8fe617` · issuer key `cusip6:46435U` ESG AWARE MSCI	NO CHANGE	+$14.7K	$649K	$664K	14,122	14,122
position key `pos:16902` · issuer key `iss:2033` ORD	NO CHANGE	+$451	$619K	$619K	6,450	6,450
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	NO CHANGE	−$13.9K	$621K	$607K	5,450	5,450
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NO CHANGE	+$127K	$478K	$605K	6,500	6,500
position key `pos:14318` · issuer key `iss:1382` COM	NO CHANGE	−$77.4K	$658K	$581K	7,537	7,537
position key `pos:11938` · issuer key `iss:834` COM	NO CHANGE	−$20.6K	$549K	$529K	625	625
position key `pos:10935` · issuer key `iss:1902` COM	NO CHANGE	+$99.5K	$428K	$528K	10,512	10,512
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	NO CHANGE	+$6.0K	$498K	$504K	5,571	5,571
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	NO CHANGE	+$30.1K	$466K	$496K	1,293	1,293
position key `pos:12525` · issuer key `iss:1319` COM	NO CHANGE	−$2.6K	$444K	$441K	1,537	1,537
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	NO CHANGE	−$52.2K	$475K	$423K	1,151	1,151
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	NO CHANGE	−$124K	$546K	$423K	11,000	11,000
position key `pos:11688` · issuer key `iss:1955` COM	NO CHANGE	−$69.0K	$473K	$404K	5,079	5,079
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$12.5K	$390K	$403K	2,720	2,720
position key `pos:10368` · issuer key `iss:203` COM	NO CHANGE	−$19.1K	$378K	$359K	2,081	2,081
position key `pos:15015` · issuer key `iss:92` COM	NO CHANGE	+$45.0K	$311K	$356K	5,400	5,400
position key `pos:15008` · issuer key `iss:318` COM	NO CHANGE	+$38.8K	$312K	$351K	5,782	5,782
position key `pos:15545` · issuer key `iss:247` COM	NO CHANGE	−$81.6K	$430K	$348K	2,215	2,215
position key `pos:13876` · issuer key `iss:917` COM	NO CHANGE	+$47.1K	$297K	$344K	1,522	1,522
position key `pos:17533` · issuer key `iss:1509` COM	NO CHANGE	−$107K	$431K	$325K	2,522	2,522
position key `pos:11621` · issuer key `iss:1253` COM NEW	NO CHANGE	−$24.2K	$332K	$308K	1,871	1,871
position key `pos:12666` · issuer key `iss:688` COM	NO CHANGE	+$14.3K	$287K	$301K	7,484	7,484
position key `pos:10573` · issuer key `iss:1159` COM	NO CHANGE	+$6.9K	$288K	$295K	1,800	1,800
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	NO CHANGE	+$6.4K	$287K	$293K	475	475
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	NO CHANGE	−$6.3K	$295K	$289K	1,344	1,344
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$4.0K	$282K	$286K	3,200	3,200
position key `pos:16667` · issuer key `iss:362` COM	NO CHANGE	+$32.2K	$243K	$275K	6,700	6,700
position key `sid:sec:prov:e04b324bdcb1c228a6c7318dc8c6ce46` · issuer key `cusip6:37954Y` GLB X MLP ENRG I	NO CHANGE	+$49.0K	$222K	$271K	3,666	3,666
position key `pos:16504` · issuer key `iss:1251` COM	NO CHANGE	−$46.3K	$317K	$270K	620	620
position key `pos:12817` · issuer key `iss:1239` COMMON CLASS A	NO CHANGE	−$140K	$408K	$269K	39,100	39,100
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$27.6K	$233K	$261K	8,500	8,500
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$7.4K	$258K	$251K	800	800
position key `pos:13049` · issuer key `iss:926` COM	NO CHANGE	+$23.5K	$224K	$247K	504	504
position key `pos:12864` · issuer key `iss:369` CL A	NO CHANGE	+$5.0K	$240K	$245K	450	450
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	NO CHANGE	−$11.0K	$254K	$243K	758	758
position key `pos:11177` · issuer key `iss:1956` COM	NO CHANGE	+$13.9K	$214K	$228K	1,152	1,152
position key `pos:11556` · issuer key `iss:1854` SPON ADR NEW	NO CHANGE	−$30.0K	$232K	$202K	3,554	3,554
position key `sid:sec:prov:6af2a0bf15f867d1bff8c7930f134308` · issuer key `cusip6:81749D` CLASS A COM	NO CHANGE	−$25.1K	$80.5K	$55.4K	27,293	27,293

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 175 issuers · $2.2B disclosed value over 195 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$93.5M	325,013
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$51.9M	181,073

$145M

506,086

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$114M

549,111

5.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$104M

280,616

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$102M

212,978

4.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$92.5M

579,015

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$91.7M

361,518

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$88.2M

698,111

4.0%

—

ISHARES TR

12 positions · 12 reported rows

Rows Birch Hill Investment Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$26.7M	40,813
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$26.2M	210,832
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$8.0M	118,778
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$7.9M	81,018
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$3.5M	14,075
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$3.1M	25,794
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.5M	44,237
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.0M	10,706
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$798K	7,051
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$791K	3,748
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$251K	800
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$234K	630

ticker not yet mapped

$80.9M

558,482

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$77.0M

289,612

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$74.2M

427,559

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKWELL AUTOMATION INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.7M

188,730

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.7M

279,374

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTEX PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$67.3M

150,795

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$59.3M

740,200

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$57.3M

792,549

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATTS WATER TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$55.0M

189,310

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$52.5M

39,717

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINCOLN ELEC HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$49.8M

200,120

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$45.0M

105,819

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEST PHARMACEUTICAL SVSC INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$40.4M

161,159

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$36.5M

114,853

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$34.9M

35,039

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$32.2M

131,894

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$31.2M

414,141

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLOROX CO DEL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$30.8M

297,600

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$29.5M

529,103

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.8M

185,475

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.7M

57,394

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$28.1M

95,510

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW GRAINGER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$23.2M

21,286

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$22.4M

128,610

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEWY INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$19.3M

714,246

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARLISLE COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.4M

49,032

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LABCORP HOLDINGS INC · COM SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.3M

61,021

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.6M

37,502

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$15.4M

165,852

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$12.8M

88,483

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.3M

66,581

0.5%

—

J P MORGAN EXCHANGE TRADED F · BETABULDRS JAPAN CUSIP 46641Q217
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.7M

155,653

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.7M

88,805

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.9M

182,911

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.2M

113,945

0.4%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$7.0M	130,341
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$858K	6,200

ticker not yet mapped

$7.9M

136,541

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.7M

24,959

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.3M

16,999

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.1M

36,971

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.9M

90,178

0.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.8M

35,272

0.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.5M

101,773

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BXP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.0M

114,741

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

25,538

0.2%

—

GRAYSCALE BITCOIN TRUST ETF · SHS REP COM UT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

102,850

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.3M

26,263

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

13,919

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

22,074

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

14,396

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HAYWARD HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.3M

324,169

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.1M

27,725

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

46,571

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

29,363

0.2%

—

VANGUARD INDEX FDS

4 positions · 4 reported rows

Rows Birch Hill Investment Advisors LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.6M	2,651
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.2M	4,187
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$690K	2,636
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$243K	758

ticker not yet mapped

$3.7M

10,232

0.2%

—

SELECT SECTOR SPDR TR

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$2.7M	43,620
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$775K	5,831

ticker not yet mapped

$3.4M

49,451

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HILTON WORLDWIDE HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

11,187

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENTEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

153,950

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCCORMICK & CO INC · COM NON VTG CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

66,150

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

4,044

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.8M

5,761

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODUCTS AND CHEMICALS I · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

9,401

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INGERSOLL RAND INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

33,090

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

45,929

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

10,489

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

49,120

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADRIDGE FINL SOLUTIONS IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.4M

14,795

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.4M

23,335

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

4,660

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

11,113

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

8,763

0.1%

—

GLOBAL X FDS

2 positions · 2 reported rows

Rows Birch Hill Investment Advisors LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · GLOBAL X COPPER CUSIP 37954Y830 src ↗	$1.9M	24,520
GLOBAL X FDS · GLB X MLP ENRG I CUSIP 37954Y293 src ↗	$271K	3,666

ticker not yet mapped

$2.1M

28,186

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

5,367

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NIKE INC · CL B CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

35,944

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

7,778

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

6,536

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLEGION PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

12,500

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

3,215

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

2,724

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIRBNB INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

13,994

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

5,646

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOVER CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.6M

7,605

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CVS HEALTH CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

21,185

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

11,909

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

1,694

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

14,805

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARRIOTT INTL INC NEW · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

4,291

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

31,800

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE MGMT INC DEL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

6,104

0.1%

—

VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.4M

1,995

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows Birch Hill Investment Advisors LLC reported for ISHARES TR, as it reported them
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$607K	5,450
ISHARES TR · ESG MSCI KLD 400 CUSIP — src ↗	$400K	3,299
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$207K	3,030

ticker not yet mapped

$1.2M

11,779

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.2M

6,495

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.2M

3,125

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.1M

1,910

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 72.6%below median 80.0%
Concentration index: 259 bpsbelow median 446 bps
Positions with value: 195 / 195median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 72.6% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 259 · QoQ moves: 204

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Birch Hill Investment Advisors LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).