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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
WAB icon
76
Wabtec
WAB
$49.7B
$2.62M 0.12%
10,489
-650
-6% -$157K
USB icon
77
US Bancorp
USB
$100B
$2.55M 0.11%
49,120
-1,000
-2% -$54.9K
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$2.51M 0.11%
44,237
+70
+0.2% +$4.12K
BR icon
79
Broadridge
BR
$19.8B
$2.4M 0.11%
14,795
+5,882
+66% +$1.12M
ABT icon
80
Abbott
ABT
$188B
$2.4M 0.11%
23,335
-1,190
-5% -$134K
LIN icon
81
Linde
LIN
$227B
$2.31M 0.1%
4,660
-156
-3% -$73.6K
CVX icon
82
Chevron
CVX
$382B
$2.3M 0.1%
11,113
-425
-4% -$77.5K
ITW icon
83
Illinois Tool Works
ITW
$83.9B
$2.28M 0.1%
8,763
– –
ROP icon
84
Roper Technologies
ROP
$39.9B
$1.9M 0.09%
5,367
-2,536
-32% -$936K
NKE icon
85
Nike
NKE
$62.5B
$1.9M 0.09%
35,944
+1,895
+6% +$115K
UNP icon
86
Union Pacific
UNP
$174B
$1.89M 0.08%
7,778
-255
-3% -$62.4K
COPX icon
87
Global X Copper Miners ETF NEW
COPX
$8.34B
$1.87M 0.08%
24,520
– –
GE icon
88
GE Aerospace
GE
$380B
$1.85M 0.08%
6,536
+700
+12% +$220K
ALLE icon
89
Allegion
ALLE
$14.1B
$1.82M 0.08%
12,500
– –
DE icon
90
Deere & Co
DE
$164B
$1.81M 0.08%
3,215
– –
SPY icon
91
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.77M 0.08%
2,724
-5
-0.2% -$3.4K
ABNB icon
92
Airbnb
ABNB
$111B
$1.77M 0.08%
13,994
+400
+3% +$52K
MCD icon
93
McDonald's
MCD
$194B
$1.75M 0.08%
5,646
– –
DOV icon
94
Dover
DOV
$28.3B
$1.59M 0.07%
7,605
-275
-3% -$58.8K
VOO icon
95
Vanguard S&P 500 ETF
VOO
$1.03T
$1.58M 0.07%
2,651
-40
-1% -$25K
CVS icon
96
CVS Health
CVS
$122B
$1.52M 0.07%
21,185
-168
-0.8% -$12.9K
WMT icon
97
Walmart Inc
WMT
$897B
$1.48M 0.07%
11,909
– –
GEV icon
98
GE Vernova
GEV
$264B
$1.48M 0.07%
1,694
+350
+26% +$273K
DIS icon
99
Walt Disney
DIS
$178B
$1.43M 0.06%
14,805
-2,067
-12% -$218K
MAR icon
100
Marriott International
MAR
$90.9B
$1.4M 0.06%
4,291
– –
2 3
4
5 6

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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.