Latest Birch Hill Investment Advisors LLC Stock Portfolio

Birch Hill Investment Advisors LLC Performance:

2026 Q1: -4.49%YTD: -4.49%2025: 11.61%

Performance for 2026 Q1 is -4.49%, and YTD is -4.49%, and 2025 is 11.61%.

About Birch Hill Investment Advisors LLC and 13F Hedge Fund Stock Holdings

Birch Hill Investment Advisors LLC is a hedge fund based in Boston, MA. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.2 Billions as of 31 Mar, 2026.

The top stock holdings of Birch Hill Investment Advisors LLC are AMZN, MSFT, . The fund has invested 5.1% of it's portfolio in AMAZON COM INC and 4.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off KENVUE INC, FACTSET RESH SYS INC (FDS) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in INTUIT (INTU), PROFESIONALLY MANAGED PORTFO and MONDELEZ INTL INC (MDLZ). Birch Hill Investment Advisors LLC opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), COMPASS INC (COMP) and ROSS STORES INC (ROST). The fund showed a lot of confidence in some stocks as they added substantially to ARISTA NETWORKS INC (ANET), BROADRIDGE FINL SOLUTIONS IN (BR) and CHEWY INC (CHWY).

Birch Hill Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Birch Hill Investment Advisors LLC made a return of -4.49% in the last quarter. In trailing 12 months, it's portfolio return was 7%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard intl equity index f	857,584
compass inc	236,113
ross stores inc	235,693
ishares tr	207,464

New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker	% Inc.
arista networks inc	88.73
broadridge finl solutions in	65.99
chewy inc	56.18
waters corp	45.83
select sector spdr tr	37.78
clorox co del	35.76
vanguard tax-managed fds	31.67
vertiv holdings co	30.63

Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker	% Reduced
intuit	-80.85
profesionally managed portfo	-62.24
mondelez intl inc	-49.28
adobe inc	-37.81
roper technologies inc	-32.09
advanced micro devices inc	-31.73
cava group inc	-26.75
labcorp holdings inc	-26.04

Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kenvue inc	-364,975
comcast corp new	-206,779
paychex inc	-224,360
cloudflare inc	-209,067
factset resh sys inc	-293,672
capital one finl corp	-240,663
unitedhealth group inc	-277,292
ishares tr	-214,878

Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 20.3% of it's holdings in Technology sector.

Sector	%
Technology	20.3
Others	16.8
Industrials	12.4
Consumer Cyclical	11.1
Healthcare	10.2
Financial Services	8.7
Consumer Defensive	8.3
Communication Services	6.7
Basic Materials	3.7

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 82.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	46.3
MEGA-CAP	36.1
UNALLOCATED	16.8

Stocks belong to which Index?

About 78.4% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	75.9
Others	21.6
RUSSELL 2000	2.5

Top 5 Winners (%)		%
VRT	vertiv holdings co	45.4 %
XOM	exxon mobil corp	40.6 %
XLB	select sector spdr tr	36.8 %
CVX	chevron corporation	35.1 %
	cava group inc	32.8 %

Top 5 Winners ($)		$
ASML	asml hldg nv	10.0 M
KR	kroger co	7.8 M
ADI	analog devices inc	5.4 M
JNJ	johnson & johnson	5.0 M
COST	costco wholesale corporation	4.7 M

Top 5 Losers (%)		%
MBLY	mobileye global inc	-34.2 %
SERA	sera prognostics inc	-31.2 %
CRM	salesforce inc	-26.2 %
MKC	mccormick & co inc	-25.8 %
ACN	accenture plc ireland	-25.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-31.9 M
IBM	international business machs	-15.1 M
AMZN	amazon com inc	-12.3 M
INTU	intuit	-12.2 M
SPGI	s&p global inc	-10.3 M

Birch Hill Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC has 195 stocks in it's portfolio. About 40.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ASML was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.12	361,518	91,749,600	reduced	-0.4

AAXJ	ishares tr	0.03	5,450	606,966	unchanged	0.00

AAXJ	ishares tr	0.02	3,299	399,806	added	2.33

AAXJ	ishares tr	0.01	3,030	207,464	new

ABBV	abbvie inc	0.25	25,538	5,554,180	reduced	-1.68

ABNB	airbnb inc	0.08	13,994	1,767,130	added	2.94

ABT	abbott laboratories	0.11	23,335	2,395,840	reduced	-4.85

ACGL	arch cap group ltd	0.03	6,450	619,135	unchanged	0.00

ACN	accenture plc ireland	0.20	22,074	4,377,050	reduced	-6.72

ADBE	adobe inc	0.02	1,727	419,799	reduced	-37.81

ADI	analog devices inc	1.64	114,853	36,539,300	reduced	-0.97

ADP	automatic data processing in	0.24	26,263	5,336,120	reduced	-4.73

AFK	vaneck etf trust	0.02	1,293	495,893	unchanged	0.00

AGNG	global x fds	0.08	24,520	1,872,100	unchanged	0.00

AGNG	global x fds	0.01	3,666	270,936	unchanged	0.00

AGT	ishares tr	0.04	8,683	830,268	added	2.00

AGZD	wisdomtree tr	0.01	3,200	285,856	unchanged	0.00

ALC	alcon ag	1.40	414,141	31,205,500	reduced	-6.27

ALLE	allegion plc	0.08	12,500	1,816,120	unchanged	0.00

AMD	advanced micro devices inc	0.01	1,237	251,643	reduced	-31.73