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Latest Birch Hill Investment Advisors LLC Stock Portfolio

$2.43Billion | No. of Holdings #219

Birch Hill Investment Advisors LLC Performance

2026 Q3-4.07%
YTD+1.15%
2025+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 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.4 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Birch Hill Investment Advisors LLC are MSFT, AMZN, AAPL. The fund has invested 5.9% of it's portfolio in MICROSOFT CORP and 5.5% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off ISHARES BITCOIN TRUST ETF, MOBILEYE GLOBAL INC (MBLY) and KLA CORP (KLAC) stocks. They significantly reduced their stock positions in CHEWY INC (CHWY), VANGUARD INDEX FDS (VB) and INTUIT (INTU). Birch Hill Investment Advisors LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, WATSCO INC (WSO) and EATON CORP PLC (ETN). The fund showed a lot of confidence in some stocks as they added substantially to ALLIANCE LAUNDRY HLDGS INC, AMPHENOL CORP (APH) and ADOBE INC (ADBE).
Birch Hill Investment Advisors LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$2.43Billion
  as of Oct 16, 2026

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 -4.07% in the last quarter. In trailing 12 months, it's portfolio return was 2.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp10,646,500
watsco inc2,457,840
ul solutions inc887,839
eaton corp plc450,336
corning inc377,481
canadian natl ry co314,134
space exploration techn corp309,263
general dynamics corp275,751
New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker% Inc.
alliance laundry hldgs inc441
amphenol corp92.98
adobe inc65.09
broadcom inc58.65
ishares gold tr44.83
spdr gold tr42.31
bristol-myers squibb co25.94
nextera energy inc25.86
Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker% Reduced
chewy inc-88.45
vanguard index fds-73.06
intuit-56.03
wabtec-29.55
carmax inc-29.02
labcorp holdings inc-26.32
alcon ag-24.38
siteone landscape supply inc-21.31
Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
mobileye global inc-334,928
ishares bitcoin trust etf-366,190
citigroup inc-202,942
kla corp-244,385
Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 23.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Basic Materials
Sector%
Technology23.7
Others17.4
Industrials12.7
Healthcare11.1
Consumer Cyclical9.4
Financial Services7.8
Communication Services6.9
Consumer Defensive6.2
Basic Materials3.5

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 82.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP45.6
MEGA-CAP36.6
UNALLOCATED17.4

Stocks belong to which Index?

About 78.8% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50076
Others21.3
RUSSELL 20002.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.2 %
ACN
accenture plc ireland
46.7 %
CRM
salesforce inc
44.4 %
grayscale bitcoin mini tr et
42.4 %
HPE
hewlett packard enterprise c
41.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
39.4 M
AAPL
apple inc
16.0 M
AMZN
amazon com inc
5.8 M
NVDA
nvidia corporation
3.9 M
VRTX
vertex pharmaceuticals inc
3.8 M
Top 5 Losers (%)%
APH
amphenol corp
-45.3 %
cava group inc
-31.1 %
HAYW
hayward hldgs inc
-29.3 %
COMP
compass inc
-28.0 %
VRT
vertiv holdings co
-27.7 %
Top 5 Losers ($)$
APH
amphenol corp
-97.0 M
IBM
international business machs
-17.6 M
ROK
rockwell automation inc
-11.0 M
TJX
tjx cos inc new
-10.9 M
ASML
asml hldg nv
-7.6 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 219 stocks in it's portfolio. About 42.8% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

$2.43BTotal Value
223Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Birch Hill Investment Advisors LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.03%6,650
$796.9K
0.03%
increased 22.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.02%3,384
$494.7K
0.02%
increased 2.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.01%3,030
$229.1K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Birch Hill Investment Advisors LLC's holding in Vaneck Etf Trust over time
0.02%908
$553.2K
0.02%
increased 1.68 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Birch Hill Investment Advisors LLC's holding in Vaneck Etf Trust over time
0.01%2,695
$236.6K
0.01%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Birch Hill Investment Advisors LLC's holding in Global X Fds over time
0.09%24,520
$2.08M
0.09%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Birch Hill Investment Advisors LLC's holding in Global X Fds over time
0.01%3,666
$256.0K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.04%8,683
$894.8K
0.04%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Birch Hill Investment Advisors LLC's holding in Wisdomtree Tr over time
0.01%3,200
$311.0K
0.01%
unchanged 0 percentunchanged
ALC
Alcon Ag

Alcon Ag

ALC
Birch Hill Investment Advisors LLC's holding in Alcon Ag over time
0.64%241,685
$15.65M
0.64%
decreased 24.38 percentreduced