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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
SMH icon
151
VanEck Semiconductor ETF
SMH
$70.9B
$466K 0.02%
1,293
– –
VRT icon
152
Vertiv
VRT
$104B
$450K 0.02%
2,775
-20
-0.7% -$3.47K
NSC icon
153
Norfolk Southern
NSC
$75.7B
$444K 0.02%
1,537
– –
QCOM icon
154
Qualcomm
QCOM
$174B
$431K 0.02%
2,522
-40
-2% -$6.86K
BDX icon
155
Becton Dickinson
BDX
$48.5B
$430K 0.02%
2,215
-75
-3% -$14.3K
VZ icon
156
Verizon
VZ
$194B
$428K 0.02%
10,512
-1,000
-9% -$40.6K
DSI icon
157
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$415K 0.02%
3,224
-655
-17% -$83.7K
MBLY icon
158
Mobileye
MBLY
$2.23B
$408K 0.02%
39,100
-6,145
-14% -$76.7K
PPG icon
159
PPG Industries
PPG
$25.9B
$393K 0.02%
3,833
+400
+12% +$40.2K
VYM icon
160
Vanguard High Dividend Yield ETF
VYM
$83.8B
$390K 0.02%
2,720
+715
+36% +$102K
AMD icon
161
Advanced Micro Devices
AMD
$778B
$388K 0.02%
1,812
-236
-12% -$53K
AVY icon
162
Avery Dennison
AVY
$13.4B
$378K 0.02%
2,081
-56
-3% -$9.69K
TSM icon
163
TSMC
TSM
$2.19T
$369K 0.02%
1,215
+232
+24% +$68.1K
CSCO icon
164
Cisco
CSCO
$486B
$367K 0.02%
4,769
-500
-9% -$37.1K
KVUE icon
165
Kenvue
KVUE
$36.7B
$365K 0.02%
21,158
-41,330
-66% -$676K
CAVA icon
166
CAVA Group
CAVA
$7.28B
$351K 0.01%
5,982
+2,190
+58% +$122K
MS icon
167
Morgan Stanley
MS
$341B
$332K 0.01%
1,871
– –
MCO icon
168
Moody's
MCO
$83.2B
$317K 0.01%
620
– –
BMY icon
169
Bristol-Myers Squibb
BMY
$132B
$312K 0.01%
5,782
+300
+5% +$14.4K
MO icon
170
Altria Group
MO
$112B
$311K 0.01%
5,400
-1,434
-21% -$86.6K
HON icon
171
Honeywell
HON
$77.3B
$297K 0.01%
1,522
-1,525
-50% -$298K
VIG icon
172
Vanguard Dividend Appreciation ETF
VIG
$115B
$295K 0.01%
+1,344
New +$294K
FDS icon
173
Factset
FDS
$10.2B
$294K 0.01%
1,012
– –
MSA icon
174
Mine Safety
MSA
$7.48B
$288K 0.01%
1,800
– –
WTRG icon
175
Essential Utilities
WTRG
$11.2B
$287K 0.01%
7,484
– –
5 6
7
8 9

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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.