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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
+5.68%
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
$2.37B
AUM Growth
+$115M
Cap. Flow
+$29.3M
Cap. Flow %
1.24%
Top 10 Hldgs %
41.9%
Holding
203
New
8
Increased
43
Reduced
71
Closed
6

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$30.5M
2
WST icon
West Pharmaceutical
WST
+$15.5M
3
NVDA icon
NVIDIA
NVDA
+$8.78M
4
CHWY icon
Chewy
CHWY
+$4.91M
5
BXP icon
Boston Properties
BXP
+$4.56M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M
2
ADBE icon
Adobe
ADBE
+$7.14M
3
LH icon
Labcorp
LH
+$6.67M
4
MDLZ icon
Mondelez International
MDLZ
+$6.23M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

Rank Sector Weight
1 Technology 29.24%
2 Financials 14.17%
3 Healthcare 11.65%
4 Industrials 11.09%
5 Consumer Discretionary 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
126
Dominion Energy
D
$59.1B
$782K 0.03%
12,787
– –
OTIS icon
127
Otis Worldwide
OTIS
$27.7B
$781K 0.03%
8,537
– –
AXP icon
128
American Express
AXP
$229B
$747K 0.03%
2,250
– –
IBIT icon
129
iShares Bitcoin Trust
IBIT
$47.6B
$715K 0.03%
11,000
– –
IAU icon
130
iShares Gold Trust
IAU
$65.1B
$702K 0.03%
+9,652
New +$630K
VB icon
131
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$641K 0.03%
2,521
– –
MBLY icon
132
Mobileye
MBLY
$2.21B
$639K 0.03%
45,245
-35,800
-44% -$532K
NTR icon
133
Nutrien
NTR
$31.6B
$637K 0.03%
10,850
– –
EFG icon
134
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$621K 0.03%
5,450
– –
AMGN icon
135
Amgen
AMGN
$226B
$610K 0.03%
2,160
– –
HON icon
136
Honeywell
HON
$77B
$605K 0.03%
3,047
– –
ACGL icon
137
Arch Capital
ACGL
$33.5B
$585K 0.02%
6,450
– –
ZBH icon
138
Zimmer Biomet
ZBH
$18.7B
$566K 0.02%
5,742
– –
FDX icon
139
FedEx
FDX
$76.9B
$539K 0.02%
2,287
– –
DHR icon
140
Danaher
DHR
$147B
$531K 0.02%
2,676
-237
-8% -$47.2K
PFE icon
141
Pfizer
PFE
$154B
$521K 0.02%
20,455
– –
VZ icon
142
Verizon
VZ
$195B
$506K 0.02%
11,512
+1,000
+10% +$43.3K
GS icon
143
Goldman Sachs
GS
$301B
$498K 0.02%
625
– –
IEFA icon
144
iShares Core MSCI EAFE ETF
IEFA
$195B
$489K 0.02%
5,596
– –
DSI icon
145
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$489K 0.02%
3,879
+81
+2% +$9.79K
GLD icon
146
SPDR Gold Trust
GLD
$143B
$476K 0.02%
1,340
– –
SHEL icon
147
Shell
SHEL
$249B
$465K 0.02%
6,500
– –
MGK icon
148
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$463K 0.02%
5,755
– –
NSC icon
149
Norfolk Southern
NSC
$75B
$462K 0.02%
1,537
– –
XLK icon
150
State Street Technology Select Sector SPDR ETF
XLK
$122B
$462K 0.02%
+3,276
New +$434K
4 5
6
7 8

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FFA
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GWM
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Birch Hill Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Birch Hill Investment Advisors held 203 positions worth $2.37B, up 5.1% from $2.25B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q3 2025 filing shows 8 new, 43 increased, 71 reduced and 6 closed positions. Its largest new stake was iShares Gold Trust: 9,652 shares worth $702K. The largest sale was Alphabet (Google) Class A, an estimated $8.52M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q3 2025 buy was iShares Gold Trust: 9,652 shares worth $702K.
  • Birch Hill Investment Advisors added most to ASML in Q3 2025, an estimated $30.5M increase.
  • Birch Hill Investment Advisors's biggest Q3 2025 reduction was Alphabet (Google) Class A, cutting an estimated $8.52M.
  • Birch Hill Investment Advisors fully exited Constellation Brands in Q3 2025, selling an estimated $1.52M.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.37B portfolio in Q3 2025.
  • Birch Hill Investment Advisors opened 8 new positions and closed 6 in Q3 2025.
  • Birch Hill Investment Advisors's portfolio value rose 5.1% quarter-over-quarter to $2.37B.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.