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BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.47B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
-2.92%
1 Year Est. Return
+20.95%
3 Year Est. Return
+73.74%
5 Year Est. Return
+103.45%
10 Year Est. Return
+381.47%
AUM
$2.23B
AUM Growth
-$165M
Cap. Flow
-$51.6M
Cap. Flow %
-2.32%
Top 10 Hldgs %
40.63%
Holding
204
New
4
Increased
49
Reduced
79
Closed
9

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$8.89M
2
CHWY icon
Chewy
CHWY
+$7.16M
3
FISV
Fiserv Inc
FISV
+$2.56M
4
WST icon
West Pharmaceutical
WST
+$2.24M
5
AMZN icon
Amazon
AMZN
+$1.96M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$34.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M
3
LH icon
Labcorp
LH
+$5.82M
4
APH icon
Amphenol
APH
+$4.78M
5
TJX icon
TJX Companies
TJX
+$3.17M

Sector Composition

Rank Sector Weight
1 Technology 24.21%
2 Financials 13.32%
3 Healthcare 12.33%
4 Industrials 12.25%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
26
Fiserv Inc
FISV
$27.9B
$29.5M 1.33%
529,103
+41,408
+8% +$2.56M
PEP icon
27
PepsiCo
PEP
$190B
$28.8M 1.29%
185,475
+900
+0.5% +$140K
MA icon
28
Mastercard
MA
$493B
$28.7M 1.29%
57,394
-611
-1% -$322K
JPM icon
29
JPMorgan Chase
JPM
$950B
$28.1M 1.26%
95,510
-1,300
-1% -$395K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$26.7M 1.2%
40,813
-195
-0.5% -$133K
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$112B
$26.2M 1.18%
210,832
-841
-0.4% -$107K
GWW icon
32
W.W. Grainger
GWW
$60.2B
$23.2M 1.04%
21,286
-15
-0.1% -$16.4K
NVDA icon
33
NVIDIA
NVDA
$5.42T
$22.4M 1.01%
128,610
+9,584
+8% +$1.76M
CHWY icon
34
Chewy
CHWY
$9.63B
$19.3M 0.87%
714,246
+256,935
+56% +$7.16M
CSL icon
35
Carlisle Companies
CSL
$15.4B
$16.4M 0.73%
49,032
+1,445
+3% +$526K
LH icon
36
Labcorp
LH
$25.9B
$16.3M 0.73%
61,021
-21,484
-26% -$5.82M
TT icon
37
Trane Technologies
TT
$106B
$15.6M 0.7%
37,502
– –
NEE icon
38
NextEra Energy
NEE
$177B
$15.4M 0.69%
165,852
+7,930
+5% +$705K
PG icon
39
Procter & Gamble
PG
$339B
$12.8M 0.57%
88,483
+7,615
+9% +$1.15M
XOM icon
40
ExxonMobil
XOM
$634B
$11.3M 0.51%
66,581
-1,139
-2% -$166K
BBJP icon
41
JPMorgan BetaBuilders Japan ETF
BBJP
$18.9B
$10.7M 0.48%
155,653
+5,972
+4% +$422K
MRK icon
42
Merck
MRK
$318B
$10.7M 0.48%
88,805
-580
-0.6% -$67K
BAC icon
43
Bank of America
BAC
$442B
$8.92M 0.4%
182,911
-15,089
-8% -$779K
UBER icon
44
Uber
UBER
$153B
$8.2M 0.37%
113,945
-3,312
-3% -$255K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$127B
$8.02M 0.36%
118,778
+64
+0.1% +$4.44K
EFA icon
46
iShares MSCI EAFE ETF
EFA
$80.2B
$7.87M 0.35%
81,018
+2,766
+4% +$277K
AVGO icon
47
Broadcom
AVGO
$2.04T
$7.73M 0.35%
24,959
+193
+0.8% +$63.5K
INTU icon
48
Intuit
INTU
$89B
$7.35M 0.33%
16,999
-71,754
-81% -$34.2M
RTX icon
49
RTX Corp
RTX
$301B
$7.13M 0.32%
36,971
-98
-0.3% -$19.5K
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$7.04M 0.32%
130,341
+9,200
+8% +$515K
1
2
3 4 5

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Birch Hill Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Birch Hill Investment Advisors held 204 positions worth $2.23B, down 6.9% from $2.39B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Birch Hill Investment Advisors's Q1 2026 filing shows 4 new, 49 increased, 79 reduced and 9 closed positions. Its largest new stake was Vanguard Total World Stock ETF: 6,200 shares worth $858K. The largest sale was Intuit, an estimated $34.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q1 2026 buy was Vanguard Total World Stock ETF: 6,200 shares worth $858K.
  • Birch Hill Investment Advisors added most to Clorox in Q1 2026, an estimated $8.89M increase.
  • Birch Hill Investment Advisors's biggest Q1 2026 reduction was Intuit, cutting an estimated $34.2M.
  • Birch Hill Investment Advisors fully exited Kenvue in Q1 2026, selling an estimated $365K.
  • Birch Hill Investment Advisors's ten largest holdings make up 41% of its $2.23B portfolio in Q1 2026.
  • Birch Hill Investment Advisors opened 4 new positions and closed 9 in Q1 2026.
  • Birch Hill Investment Advisors's portfolio value fell 6.9% quarter-over-quarter to $2.23B.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.