Portfolio (Quarterly) Guide ↗

Birch Hill Investment Advisors LLC

· CIK 0001424177

13F Portfolio $2.2B AUM 195 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 42 Added 65 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KVUE	KENVUE INC	Consumer Defensive	21,158	$365K	0.01%	SOLD
2	FDS	FACTSET RESH SYS INC	Financial Services	1,012	$294K	0.01%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	840	$277K	0.01%	SOLD
4	COF	CAPITAL ONE FINL CORP	Financial Services	993	$241K	0.01%	SOLD
5	PAYX	PAYCHEX INC	Industrials	2,000	$224K	0.01%	SOLD
6	IWF	ISHARES TR	—	454	$215K	0.01%	SOLD
7	NET	CLOUDFLARE INC	Technology	1,060	$209K	0.01%	SOLD
8	CMCSA	COMCAST CORP NEW	Communication Services	6,918	$207K	0.01%	SOLD
9	QQQ	INVESCO QQQ TR	Financial Services	326	$200K	0.01%	SOLD

Sector Allocation

Technology 26.7%

Industrials 13.9%

Healthcare 13.8%

Consumer Cyclical 12.5%

Financial Services 10.3%

Consumer Defensive 9.3%

Communication Services 7.5%

Basic Materials 4.2%

Utilities 1.0%

Energy 0.7%