Birch Hill Investment Advisors LLC
CIK: 1424177SEC EDGAR →
Portfolio Value
$344.2B
Holdings
195
As of
Q1 2026
New Positions
195
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 740,200 | $59.3B | 17.22% |
| 2 | KROGER CO | 792,549 | $57.3B | 16.66% |
| 3 | ALCON AG | 414,141 | $31.2B | 9.07% |
| 4 | FISERV INC | 529,103 | $29.5B | 8.58% |
| 5 | CHEWY INC | 714,246 | $19.3B | 5.60% |
| 6 | NEXTERA ENERGY INC | 165,852 | $15.4B | 4.48% |
| 7 | J P MORGAN EXCHANGE TRADED F | 155,653 | $10.7B | 3.12% |
| 8 | BANK AMERICA CORP | 182,911 | $8.9B | 2.59% |
| 9 | UBER TECHNOLOGIES INC | 113,945 | $8.2B | 2.38% |
| 10 | ISHARES TR | 118,778 | $8.0B | 2.33% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 21 | $93.6B | 27.2% |
| Consumer Defensive | 12 | $71.7B | 20.8% |
| Financial Services | 56 | $68.3B | 19.9% |
| Technology | 26 | $46.5B | 13.5% |
| Consumer Cyclical | 17 | $26.7B | 7.7% |
| Utilities | 7 | $16.5B | 4.8% |
| Industrials | 34 | $10.1B | 2.9% |
| Real Estate | 2 | $6.0B | 1.7% |
| Communication Services | 5 | $1.9B | 0.5% |
| Unknown | 7 | $1.5B | 0.4% |
| Basic Materials | 5 | $874.8M | 0.3% |
| Energy | 3 | $618.1M | 0.2% |