Birch Hill Investment Advisors LLC
SEC Form 13F institutional filer · CIK 0001424177
13F-HR · 137 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.94B
Top-10 concentration
46.7%
Birch Hill Investment Advisors LLC — $1.94B AUM allocation strategy
Birch Hill Investment Advisors LLC files SEC Form 13F and reports $1.94B of long US equity value across 137 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.1%, followed by Financials 11.5% and Consumer Discretionary 10.7%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Birch Hill Investment Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.94B
total across 137 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CLX +78.4K sh · +$8.74M+$FISV +41.4K sh · −$3.23M+$NVDA +9.58K sh · +$231K
Biggest trims (shares)
−$INTU −71.8K sh · −$51.4M−$MDLZ −44.6K sh · −$2.23M−$GOOG −36.6K sh · −$19.7M
Exited to nil (held last quarter, gone now)
$KVUE ($365K last qtr)$FDS ($294K last qtr)$UNH ($277K last qtr)$COF ($241K last qtr)$PAYX ($224K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.5%—
- Broadline Retail5.9%—
- Systems Software5.4%—
- Multi-Sector Holdings5.2%—
- Apparel Retail4.8%—
- Technology Hardware, Storage & Peripherals4.7%—
- Electronic Components4.6%—
- Specialty Chemicals4.0%—
- Other holdings57.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 549K | $114M | +8.89K | 5.9% |
| $MSFT | Microsoft Corporation | 281K | $104M | -1.91K | 5.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 213K | $102M | -3.81K | 5.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 325K | $93.5M | -36.6K | 4.8% |
| $TJX | TJX Companies Inc | 579K | $92.5M | -20.4K | 4.8% |
| $AAPL | Apple Inc | 362K | $91.7M | -1.46K | 4.7% |
| $APH | Amphenol Corporation | 698K | $88.2M | -34K | 4.6% |
| $ECL | Ecolab Inc | 290K | $77M | -3.87K | 4.0% |
| $MRSH | Marsh | 428K | $74.2M | -11K | 3.8% |
| $ROK | Rockwell Automation Inc | 189K | $67.7M | -4.03K | 3.5% |
…and 127 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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