We are live on ! Find out more
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
+3.26%
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
$2.39B
AUM Growth
+$25.2M
Cap. Flow
-$13.3M
Cap. Flow %
-0.56%
Top 10 Hldgs %
42.43%
Holding
206
New
9
Increased
48
Reduced
98
Closed
6

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$23.8M
2
PG icon
Procter & Gamble
PG
+$4.72M
3
WST icon
West Pharmaceutical
WST
+$4.29M
4
INTU icon
Intuit
INTU
+$2.15M
5
IBM icon
IBM
IBM
+$1.72M

Top Sells

Rank Stock Value
1
LH icon
Labcorp
LH
+$9.85M
2
ADBE icon
Adobe
ADBE
+$6.49M
3
MDLZ icon
Mondelez International
MDLZ
+$6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.45M
5
FISV
Fiserv Inc
FISV
+$4.21M

Sector Composition

Rank Sector Weight
1 Technology 27.41%
2 Financials 13.87%
3 Healthcare 11.98%
4 Industrials 11.28%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
76
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$2.42M 0.1%
44,167
+6,300
+17% +$343K
WAB icon
77
Wabtec
WAB
$49.5B
$2.38M 0.1%
11,139
-450
-4% -$92.5K
CAT icon
78
Caterpillar
CAT
$386B
$2.32M 0.1%
4,044
– –
APD icon
79
Air Products & Chemicals
APD
$68B
$2.24M 0.09%
9,071
-1,282
-12% -$325K
CRM icon
80
Salesforce
CRM
$162B
$2.22M 0.09%
8,392
-840
-9% -$209K
NKE icon
81
Nike
NKE
$62.2B
$2.17M 0.09%
34,049
+21,295
+167% +$1.39M
ITW icon
82
Illinois Tool Works
ITW
$84B
$2.16M 0.09%
8,763
-400
-4% -$99.7K
LIN icon
83
Linde
LIN
$226B
$2.05M 0.09%
4,816
-130
-3% -$55.7K
ALLE icon
84
Allegion
ALLE
$14.1B
$1.99M 0.08%
12,500
– –
BR icon
85
Broadridge
BR
$19.8B
$1.99M 0.08%
8,913
+1,885
+27% +$430K
XLE icon
86
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$1.98M 0.08%
44,220
– –
DIS icon
87
Walt Disney
DIS
$178B
$1.92M 0.08%
16,872
-739
-4% -$81.4K
SPY icon
88
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.86M 0.08%
2,729
+12
+0.4% +$8.11K
UNP icon
89
Union Pacific
UNP
$174B
$1.86M 0.08%
8,033
-295
-4% -$67.3K
ABNB icon
90
Airbnb
ABNB
$111B
$1.84M 0.08%
13,594
-35
-0.3% -$4.36K
GE icon
91
GE Aerospace
GE
$379B
$1.8M 0.08%
5,836
– –
COPX icon
92
Global X Copper Miners ETF NEW
COPX
$8.34B
$1.76M 0.07%
24,520
– –
CVX icon
93
Chevron
CVX
$381B
$1.76M 0.07%
11,538
-1,900
-14% -$289K
MCD icon
94
McDonald's
MCD
$193B
$1.73M 0.07%
5,646
+30
+0.5% +$9.19K
CVS icon
95
CVS Health
CVS
$122B
$1.69M 0.07%
21,353
-2,372
-10% -$187K
VOO icon
96
Vanguard S&P 500 ETF
VOO
$1.03T
$1.69M 0.07%
2,691
+678
+34% +$421K
DOV icon
97
Dover
DOV
$28.3B
$1.54M 0.06%
7,880
+1,000
+15% +$182K
DE icon
98
Deere & Co
DE
$164B
$1.5M 0.06%
3,215
– –
VGT icon
99
Vanguard Information Technology ETF
VGT
$148B
$1.38M 0.06%
14,640
+1,288
+10% +$122K
WM icon
100
Waste Management
WM
$90.3B
$1.34M 0.06%
6,104
+45
+0.7% +$9.59K
2 3
4
5 6

Similar funds

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Q
QVR San Francisco, California $2.49B AUM 48.58% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Birch Hill Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Birch Hill Investment Advisors held 206 positions worth $2.39B, up 1.1% from $2.37B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q4 2025 filing shows 9 new, 48 increased, 98 reduced and 6 closed positions. Its largest new stake was Clorox: 219,206 shares worth $22.1M. The largest sale was Labcorp, an estimated $9.85M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q4 2025 buy was Clorox: 219,206 shares worth $22.1M.
  • Birch Hill Investment Advisors added most to Procter & Gamble in Q4 2025, an estimated $4.72M increase.
  • Birch Hill Investment Advisors's biggest Q4 2025 reduction was Labcorp, cutting an estimated $9.85M.
  • Birch Hill Investment Advisors fully exited Lennar Class A in Q4 2025, selling an estimated $429K.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.39B portfolio in Q4 2025.
  • Birch Hill Investment Advisors opened 9 new positions and closed 6 in Q4 2025.
  • Birch Hill Investment Advisors's portfolio value rose 1.1% quarter-over-quarter to $2.39B.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.