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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
+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
MAR icon
101
Marriott International
MAR
$91.1B
$1.33M 0.06%
4,291
+27
+0.6% +$7.71K
WMT icon
102
Walmart Inc
WMT
$888B
$1.33M 0.06%
11,909
+172
+1% +$18.5K
IDXX icon
103
Idexx Laboratories
IDXX
$46.6B
$1.29M 0.05%
1,910
– –
VO icon
104
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.21M 0.05%
16,724
-12
-0.1% -$873
INTC icon
105
Intel
INTC
$493B
$1.17M 0.05%
31,800
-2,950
-8% -$111K
TSLA icon
106
Tesla
TSLA
$1.31T
$1.16M 0.05%
2,575
+360
+16% +$160K
BKNG icon
107
Booking.com
BKNG
$158B
$1.15M 0.05%
5,375
– –
UPS icon
108
United Parcel Service
UPS
$88.5B
$1.14M 0.05%
11,510
-971
-8% -$90.8K
META icon
109
Meta Platforms (Facebook)
META
$1.54T
$1.12M 0.05%
1,697
+311
+22% +$208K
BTC
110
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$1.11M 0.05%
28,761
-2,000
-7% -$88.6K
IWR icon
111
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.03M 0.04%
10,706
– –
ADBE icon
112
Adobe
ADBE
$107B
$972K 0.04%
2,777
-19,087
-87% -$6.49M
CARR icon
113
Carrier Global
CARR
$52.6B
$945K 0.04%
17,891
-2,200
-11% -$122K
DUK icon
114
Duke Energy
DUK
$95.5B
$925K 0.04%
7,888
– –
PM icon
115
Philip Morris
PM
$292B
$886K 0.04%
5,521
+50
+0.9% +$7.75K
GEV icon
116
GE Vernova
GEV
$265B
$878K 0.04%
1,344
-25
-2% -$15.2K
IVW icon
117
iShares S&P 500 Growth ETF
IVW
$77.7B
$869K 0.04%
7,051
– –
BC icon
118
Brunswick
BC
$5.23B
$847K 0.04%
11,405
-1,100
-9% -$74.6K
AXP icon
119
American Express
AXP
$229B
$844K 0.04%
2,281
+31
+1% +$11.1K
ESGD icon
120
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$810K 0.03%
8,513
-122
-1% -$11.5K
MMM icon
121
3M
MMM
$93.7B
$806K 0.03%
5,033
-555
-10% -$90.8K
SITE icon
122
SiteOne Landscape Supply
SITE
$4.4B
$805K 0.03%
6,459
+265
+4% +$33.6K
PLTR icon
123
Palantir
PLTR
$430B
$797K 0.03%
4,486
-100
-2% -$18.1K
IVE icon
124
iShares S&P 500 Value ETF
IVE
$49.9B
$790K 0.03%
3,723
-600
-14% -$126K
IAU icon
125
iShares Gold Trust
IAU
$64.4B
$783K 0.03%
9,652
– –
3 4
5
6 7

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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.