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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
INTC icon
101
Intel
INTC
$495B
$1.4M 0.06%
31,800
– –
WM icon
102
Waste Management
WM
$90.7B
$1.4M 0.06%
6,104
– –
VGT icon
103
Vanguard Information Technology ETF
VGT
$148B
$1.39M 0.06%
15,960
+1,320
+9% +$122K
CRM icon
104
Salesforce
CRM
$162B
$1.21M 0.05%
6,495
-1,897
-23% -$393K
VO icon
105
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.2M 0.05%
16,748
+24
+0.1% +$1.78K
TSLA icon
106
Tesla
TSLA
$1.3T
$1.16M 0.05%
3,125
+550
+21% +$227K
IDXX icon
107
Idexx Laboratories
IDXX
$47.4B
$1.07M 0.05%
1,910
– –
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$57.6B
$1.04M 0.05%
10,706
– –
DUK icon
109
Duke Energy
DUK
$95.3B
$1.03M 0.05%
7,888
– –
SITE icon
110
SiteOne Landscape Supply
SITE
$4.39B
$1.01M 0.05%
7,584
+1,125
+17% +$159K
CARR icon
111
Carrier Global
CARR
$52.4B
$1.01M 0.05%
17,891
– –
UPS icon
112
United Parcel Service
UPS
$88.8B
$999K 0.04%
10,155
-1,355
-12% -$145K
META icon
113
Meta Platforms (Facebook)
META
$1.51T
$965K 0.04%
1,686
-11
-0.6% -$7.05K
IAU icon
114
iShares Gold Trust
IAU
$64.7B
$939K 0.04%
10,652
+1,000
+10% +$91.7K
VRT icon
115
Vertiv
VRT
$105B
$908K 0.04%
3,625
+850
+31% +$189K
PM icon
116
Philip Morris
PM
$290B
$905K 0.04%
5,471
-50
-0.9% -$8.69K
BTC
117
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$863K 0.04%
28,761
– –
VT icon
118
Vanguard Total World Stock ETF
VT
$81.2B
$858K 0.04%
+6,200
New +$892K
ESGD icon
119
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$830K 0.04%
8,683
+170
+2% +$16.8K
IVW icon
120
iShares S&P 500 Growth ETF
IVW
$77.4B
$798K 0.04%
7,051
– –
NTR icon
121
Nutrien
NTR
$31.4B
$792K 0.04%
10,500
-350
-3% -$25K
IVE icon
122
iShares S&P 500 Value ETF
IVE
$49.9B
$791K 0.04%
3,748
+25
+0.7% +$5.41K
FDX icon
123
FedEx
FDX
$76.8B
$790K 0.04%
2,217
– –
XLK icon
124
State Street Technology Select Sector SPDR ETF
XLK
$123B
$775K 0.03%
5,831
+1,599
+38% +$225K
BKNG icon
125
Booking.com
BKNG
$159B
$758K 0.03%
4,500
-875
-16% -$161K
3 4
5
6 7

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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.