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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
Page 3 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BBJP J P MORGAN EXCHANGE TRADED F 155,653.0 $10.7M 0.48% +6K +4.0% $68.91 +11.2%
42 MRK MERCK & CO INC Healthcare 88,805.0 $10.7M 0.48% -580.0 -0.7% $120.29 -4.0%
43 BAC BANK AMERICA CORP Financial Services 182,911.0 $8.9M 0.40% -15K -7.6% $48.75 +15.9%
44 UBER UBER TECHNOLOGIES INC Technology 113,945.0 $8.2M 0.37% -3K -2.8% $71.93 -1.4%
45 IJH ISHARES TR 118,778.0 $8.0M 0.36% $67.53 +11.0%
46 EFA ISHARES TR 81,018.0 $7.9M 0.35% +3K +3.5% $97.13 +6.8%
47 AVGO BROADCOM INC Technology 24,959.0 $7.7M 0.35% +193.0 +0.8% $309.51 +26.9%
48 INTU INTUIT Technology 16,999.0 $7.3M 0.33% -72K -80.8% $432.38 -37.8%
49 RTX RTX CORPORATION Industrials 36,971.0 $7.1M 0.32% $192.90 -0.2%
50 VWO VANGUARD INTL EQUITY INDEX F 130,341.0 $7.0M 0.32% +9K +7.6% $54.05 +10.7%
51 KO COCA COLA CO Consumer Defensive 90,178.0 $6.9M 0.31% $76.05 +5.1%
52 RSP INVESCO EXCHANGE TRADED FD T 35,272.0 $6.8M 0.30% +6K +21.8% $191.92 +8.9%
53 VEA VANGUARD TAX-MANAGED FDS 101,773.0 $6.5M 0.29% +24K +31.7% $64.08 +12.3%
54 BXP BXP INC Real Estate 114,741.0 $6.0M 0.27% -6K -4.7% $51.90 +21.6%
55 ABBV ABBVIE INC Healthcare 25,538.0 $5.6M 0.25% -437.0 -1.7% $217.49 +1.7%
56 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 102,850.0 $5.4M 0.24% $52.76 -5.5%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 26,263.0 $5.3M 0.24% -1K -4.7% $203.18 +7.7%
58 HD HOME DEPOT INC Consumer Cyclical 13,919.0 $4.6M 0.20% $328.89 -0.4%
59 ACN ACCENTURE PLC IRELAND Technology 22,074.0 $4.4M 0.20% -2K -6.7% $198.29 -21.2%
60 V VISA INC Financial Services 14,396.0 $4.4M 0.20% +1K +11.1% $302.25 +9.3%
Page 3 of 10  ·  195 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%