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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
D icon
126
Dominion Energy
D
$59.1B
$737K 0.03%
12,587
-200
-2% -$12K
CEG icon
127
Constellation Energy
CEG
$95.8B
$722K 0.03%
+2,044
New +$743K
AKRE
128
Akre Focus ETF
AKRE
$5.41B
$694K 0.03%
+10,593
New +$686K
VB icon
129
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$676K 0.03%
2,621
+100
+4% +$25.6K
AMGN icon
130
Amgen
AMGN
$226B
$674K 0.03%
2,060
-100
-5% -$31.7K
NTR icon
131
Nutrien
NTR
$31.6B
$670K 0.03%
10,850
– –
LLY icon
132
Eli Lilly
LLY
$1.1T
$660K 0.03%
614
+39
+7% +$37.3K
OTIS icon
133
Otis Worldwide
OTIS
$27.7B
$658K 0.03%
7,537
-1,000
-12% -$89.5K
ESML icon
134
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
$649K 0.03%
14,122
-3,400
-19% -$155K
FDX icon
135
FedEx
FDX
$76.9B
$640K 0.03%
2,217
-70
-3% -$18.4K
KMX icon
136
CarMax
KMX
$8.34B
$630K 0.03%
16,300
-19,937
-55% -$797K
EFG icon
137
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$621K 0.03%
5,450
– –
ACGL icon
138
Arch Capital
ACGL
$33.5B
$619K 0.03%
6,450
– –
XLK icon
139
State Street Technology Select Sector SPDR ETF
XLK
$122B
$609K 0.03%
4,232
+956
+29% +$138K
DHR icon
140
Danaher
DHR
$147B
$590K 0.02%
2,576
-100
-4% -$22K
GS icon
141
Goldman Sachs
GS
$301B
$549K 0.02%
625
– –
IBIT icon
142
iShares Bitcoin Trust
IBIT
$47.6B
$546K 0.02%
11,000
– –
PFE icon
143
Pfizer
PFE
$154B
$546K 0.02%
21,930
+1,475
+7% +$37.2K
VST icon
144
Vistra
VST
$48.2B
$518K 0.02%
+3,210
New +$585K
IEFA icon
145
iShares Core MSCI EAFE ETF
IEFA
$195B
$498K 0.02%
5,571
-25
-0.4% -$2.21K
GLD icon
146
SPDR Gold Trust
GLD
$143B
$491K 0.02%
1,240
-100
-7% -$38.2K
ZBH icon
147
Zimmer Biomet
ZBH
$18.7B
$478K 0.02%
5,312
-430
-7% -$40.8K
SHEL icon
148
Shell
SHEL
$249B
$478K 0.02%
6,500
– –
MGK icon
149
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$475K 0.02%
5,755
– –
WFC icon
150
Wells Fargo
WFC
$265B
$473K 0.02%
5,079
– –
4 5
6
7 8

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FFA
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GWM
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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.