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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
+381.46%
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
AMZN icon
1
Amazon
AMZN
$2.92T
$114M 5.13%
549,111
+8,894
+2% +$1.96M
MSFT icon
2
Microsoft
MSFT
$3.45T
$104M 4.66%
280,616
-1,913
-0.7% -$800K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.1T
$102M 4.58%
212,978
-3,807
-2% -$1.87M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.36T
$93.5M 4.2%
325,013
-36,642
-10% -$11.5M
TJX icon
5
TJX Companies
TJX
$174B
$92.5M 4.15%
579,015
-20,386
-3% -$3.17M
AAPL icon
6
Apple
AAPL
$4.54T
$91.7M 4.12%
361,518
-1,456
-0.4% -$379K
APH icon
7
Amphenol
APH
$198B
$88.2M 3.96%
698,111
-33,965
-5% -$4.78M
ECL icon
8
Ecolab
ECL
$78.1B
$77M 3.46%
289,612
-3,866
-1% -$1.09M
MRSH
9
Marsh
MRSH
$90.5B
$74.2M 3.33%
427,559
-11,032
-3% -$1.98M
ROK icon
10
Rockwell Automation
ROK
$53.4B
$67.7M 3.04%
188,730
-4,033
-2% -$1.59M
IBM icon
11
IBM
IBM
$211B
$67.7M 3.04%
279,374
-3,027
-1% -$819K
VRTX icon
12
Vertex Pharmaceuticals
VRTX
$121B
$67.3M 3.02%
150,795
-1,690
-1% -$788K
EW icon
13
Edwards Lifesciences
EW
$49.6B
$59.3M 2.66%
740,200
-3,480
-0.5% -$287K
KR icon
14
Kroger
KR
$35.4B
$57.3M 2.57%
792,549
-490
-0.1% -$33.1K
WTS icon
15
Watts Water Technologies
WTS
$11.5B
$55M 2.47%
189,310
-599
-0.3% -$183K
ASML icon
16
ASML
ASML
$626B
$52.5M 2.35%
39,717
+59
+0.1% +$80.9K
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.36T
$51.9M 2.33%
181,073
-8,328
-4% -$2.62M
LECO icon
18
Lincoln Electric
LECO
$14.2B
$49.8M 2.24%
200,120
-740
-0.4% -$198K
SPGI icon
19
S&P Global
SPGI
$121B
$45M 2.02%
105,819
-392
-0.4% -$182K
WST icon
20
West Pharmaceutical
WST
$24B
$40.4M 1.81%
161,159
+9,011
+6% +$2.24M
ADI icon
21
Analog Devices
ADI
$179B
$36.5M 1.64%
114,853
-1,120
-1% -$356K
COST icon
22
Costco
COST
$422B
$34.9M 1.57%
35,039
-226
-0.6% -$220K
JNJ icon
23
Johnson & Johnson
JNJ
$618B
$32.2M 1.45%
131,894
-2,547
-2% -$593K
ALC icon
24
Alcon
ALC
$33.6B
$31.2M 1.4%
414,141
-27,694
-6% -$2.21M
CLX icon
25
Clorox
CLX
$11.6B
$30.8M 1.38%
297,600
+78,394
+36% +$8.89M
1
2 3 4 5

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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.