Birch Hill Investment Advisors LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$2,227,829
Net value change ($000)
-164,837 (-6.9%)
New positions
4
Sold out positions
9
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ASML 10,031 23.6%
CLX 8,737 39.5%
KR 7,800 15.7%
ADI 5,087 16.2%
COST 4,504 14.8%
JNJ 4,417 15.9%
CHWY 4,171 27.6%
XOM 3,147 38.6%
NEE 2,726 21.5%
WTS 2,536 4.8%
Top Reduces (Value $000, Stocks/ETFs)
INTU -51,442 -87.5%
MSFT -32,761 -24.0%
GOOGL -19,737 -17.4%
IBM -15,933 -19.0%
APH -10,727 -10.8%
SPGI -10,496 -18.9%
AMZN -10,330 -8.3%
GOOGL -7,491 -12.6%
ROK -7,267 -9.7%
MRSH -7,207 -8.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type