Latest Birch Hill Investment Advisors LLC Stock Portfolio

Birch Hill Investment Advisors LLC Performance:

2025 Q4: 1.63%YTD: 11.53%2024: 12.24%

Performance for 2025 Q4 is 1.63%, and YTD is 11.53%, and 2024 is 12.24%.

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 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.1 Billions. In it's latest 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.4 Billions as of 31 Dec, 2025.

The top stock holdings of Birch Hill Investment Advisors LLC are MSFT, AMZN, GOOG. The fund has invested 5.7% of it's portfolio in MICROSOFT CORP and 5.2% of portfolio in AMAZON COM INC.

The fund managers got completely rid off LENNAR CORP (LEN), BLACKSTONE INC (BX) and ARES MANAGEMENT CORPORATION (ARES) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), KENVUE INC and CARMAX INC (KMX). Birch Hill Investment Advisors LLC opened new stock positions in CLOROX CO DEL (CLX), CONSTELLATION ENERGY CORP (CEG) and PROFESIONALLY MANAGED PORTFO. The fund showed a lot of confidence in some stocks as they added substantially to NIKE INC (NKE), SELECT SECTOR SPDR TR (XLB) and PROCTER AND GAMBLE CO (PG).

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 1.63% in the last quarter. In trailing 12 months, it's portfolio return was 11.53%.

Performance
S&P 500

New Buys

Ticker	$ Bought
clorox co del	22,102,500
constellation energy corp	722,084
profesionally managed portfo	693,947
vistra corp	517,869
vanguard specialized funds	295,384
schwab strategic tr	233,155
unilever plc	232,432
waters corp	227,898

New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker	% Inc.
nike inc	166
select sector spdr tr	158
select sector spdr tr	100
procter and gamble co	65.58
cava group inc	57.75
visa inc	37.57
vanguard whitehall fds	35.66
vanguard index fds	33.68

Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker	% Reduced
adobe inc	-87.3
kenvue inc	-66.14
carmax inc	-55.02
mondelez intl inc	-53.51
honeywell intl inc	-47.01
labcorp holdings inc	-31.00
sysco corp	-27.88
at&t inc	-25.93

Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-237,120
lennar corp	-428,536
blackstone inc	-410,040
ares management corporation	-239,835
darden restaurants inc	-218,914
stryker corporation	-226,977
blackrock inc	-201,696

Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 23.9% of it's holdings in Technology sector.

Sector	%
Technology	23.9
Others	15.9
Industrials	11.5
Consumer Cyclical	10.7
Healthcare	9.7
Financial Services	9.3
Communication Services	7.4
Consumer Defensive	6.8
Basic Materials	3.4

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 80.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	47.4
MEGA-CAP	33.5
UNALLOCATED	15.9
MID-CAP	3.3

Stocks belong to which Index?

About 79.9% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	77.7
Others	20.1
RUSSELL 2000	2.2

Top 5 Winners (%)		%
LLY	eli lilly & co	39.0 %
AMD	advanced micro devices inc	30.5 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	28.0 %
MRK	merck & co inc	24.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	25.9 M
GOOG	alphabet inc	13.6 M
VRTX	vertex pharmaceuticals inc	9.4 M
APH	amphenol corp new	8.5 M
ROK	rockwell automation inc	7.7 M

Top 5 Losers (%)		%
	fiserv inc	-45.7 %
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-39.9 %
ORCL	oracle corp	-29.4 %
MBLY	mobileye global inc	-24.3 %

Top 5 Losers ($)		$
	fiserv inc	-31.7 M
MSFT	microsoft corp	-9.7 M
MMC	marsh & mclennan cos inc	-7.0 M
KR	kroger co	-3.9 M
	labcorp holdings inc	-3.7 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 200 stocks in it's portfolio. About 42.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

Last Reported on: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.12	362,974	98,678,100	reduced	-1.2

AAXJ	ishares tr	0.03	5,450	620,864	unchanged	0.00

AAXJ	ishares tr	0.02	3,224	415,348	reduced	-16.89

ABBV	abbvie inc	0.25	25,975	5,934,950	reduced	-6.56

ABNB	airbnb inc	0.08	13,594	1,844,940	reduced	-0.26

ABT	abbott labs	0.13	24,525	3,072,780	reduced	-6.07

ACGL	arch cap group ltd	0.03	6,450	618,684	unchanged	0.00

ACN	accenture plc ireland	0.26	23,663	6,348,870	reduced	-9.62

ADBE	adobe inc	0.04	2,777	972,078	reduced	-87.3

ADI	analog devices inc	1.31	115,973	31,451,900	reduced	-1.17

ADP	automatic data processing in	0.30	27,568	7,091,320	reduced	-1.56

AFK	vaneck etf trust	0.02	1,293	465,796	unchanged	0.00

AGNG	global x fds	0.07	24,520	1,760,290	unchanged	0.00

AGNG	global x fds	0.01	3,666	221,903	unchanged	0.00

AGT	ishares tr	0.03	8,513	809,501	reduced	-1.41

AGZD	wisdomtree tr	0.01	3,200	281,856	unchanged	0.00

ALLE	allegion plc	0.08	12,500	1,990,250	unchanged	0.00

AMD	advanced micro devices inc	0.02	1,812	388,058	reduced	-11.52

AMGN	amgen inc	0.03	2,060	674,259	reduced	-4.63

AMZN	amazon com inc	5.21	540,217	124,693,000	reduced	-1.1