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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
MDY icon
176
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$287K 0.01%
475
– –
DLN icon
177
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
$282K 0.01%
3,200
– –
UNH icon
178
UnitedHealth
UNH
$373B
$277K 0.01%
840
-9
-1% -$3.05K
RSPE icon
179
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$69.5M
$264K 0.01%
8,860
-2,689
-23% -$78.5K
IWO icon
180
iShares Russell 2000 Growth ETF
IWO
$14.9B
$258K 0.01%
800
– –
VTI icon
181
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$254K 0.01%
758
-3
-0.4% -$998
IWV icon
182
iShares Russell 3000 ETF
IWV
$20.5B
$251K 0.01%
650
– –
CSX icon
183
CSX Corp
CSX
$93B
$243K 0.01%
6,700
– –
COF icon
184
Capital One
COF
$134B
$241K 0.01%
993
– –
CACI icon
185
CACI
CACI
$14.3B
$240K 0.01%
450
– –
T icon
186
AT&T
T
$163B
$239K 0.01%
9,631
-3,371
-26% -$85.3K
SCHD icon
187
Schwab US Dividend Equity ETF
SCHD
$107B
$233K 0.01%
+8,500
New +$231K
UL icon
188
Unilever
UL
$135B
$232K 0.01%
3,554
-2
-0.1% -$134
WAT icon
189
Waters Corp
WAT
$40.2B
$228K 0.01%
+600
New +$221K
PAYX icon
190
Paychex
PAYX
$42.7B
$224K 0.01%
2,000
– –
HUBB icon
191
Hubbell
HUBB
$27.1B
$224K 0.01%
504
– –
MLPX icon
192
Global X MLP & Energy Infrastructure ETF
MLPX
$3.49B
$222K 0.01%
3,666
– –
SYY icon
193
Sysco
SYY
$40.3B
$222K 0.01%
3,006
-1,162
-28% -$88.4K
IWF icon
194
iShares Russell 1000 Growth ETF
IWF
$128B
$215K 0.01%
1,816
– –
WELL icon
195
Welltower
WELL
$170B
$214K 0.01%
1,152
– –
ANET icon
196
Arista Networks
ANET
$242B
$210K 0.01%
+1,606
New +$221K
NET icon
197
Cloudflare
NET
$108B
$209K 0.01%
1,060
-200
-16% -$42.3K
CMCSA icon
198
Comcast
CMCSA
$88.6B
$207K 0.01%
6,918
-1,260
-15% -$36K
QQQ icon
199
Invesco QQQ Trust
QQQ
$481B
$200K 0.01%
+326
New +$200K
SERA icon
200
Sera Prognostics
SERA
$77.5M
$80.5K ﹤0.01%
27,293
– –
5 6 7
8
9

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TW
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SG
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FFA
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GWM
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SIM
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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.