Birch Hill Investment Advisors LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 219 distinct positions held by the firm.
The largest holding disclosed in the filing is Apple Inc., for which Birch Hill reported ownership of 363,997 shares. Other significant positions include Amazon.com Inc. with 534,992 shares, and Berkshire Hathaway Inc. Class B with 209,721 shares. The filing also lists substantial positions in Visa Inc. Class A (18,623 shares), Eli Lilly & Co. (723,022 shares), and Microsoft Corporation (279,241 shares).
The report includes a mix of individual common stocks and exchange-traded funds. Notable ETF holdings include the iShares Core S&P 500 ETF (40,547 shares), the Invesco S&P 500 Equal Weight ETF (36,481 shares), and the Invesco QQQ Trust (323 shares). The filing also lists positions in various sector-specific and international ETFs, such as the iShares MSCI EAFE ETF (82,114 shares) and the SPDR Gold Shares (2,035 shares).
The filing was signed by Paul J. Donovan, Chief Compliance Officer for Birch Hill Investment Advisors, confirming the accuracy of the information provided.
