Titelia

Holdings of Birch Hill Investment Advisors LLC

186 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41.7 % of the equity sleeve

Sector breakdown

  • Technology 22.6 %
  • Financials 15.0 %
  • Consumer discretionary 12.2 %
  • Health care 8.6 %
  • Consumer staples 6.9 %
  • Communication 6.8 %
  • Industrials 6.6 %
  • Materials 3.7 %
  • Funds 3.1 %
  • Utilities 0.8 %
  • Energy 0.5 %
  • Unattributed 13.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.5 %
  • NL 2.4 %
  • GB 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1832.1B $97.53 %
2NL152.5M $2.42 %
3GB1604.5K $0.03 %
4TW1495.9K $0.02 %

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 549,111114.4M $
2Microsoft Corp 280,616103.9M $
3Berkshire Hathaway Inc 212,978102.1M $
4Alphabet Inc 325,01393.5M $
5TJX Cos Inc/The 579,01592.5M $
6Apple Inc 361,51891.7M $
7Amphenol Corp 698,11188.2M $
8Ecolab Inc 289,61277M $
9Marsh & McLennan Cos Inc 427,55974.2M $
10Rockwell Automation Inc 188,73067.7M $
11International Business Machines Corp. 279,37467.7M $
12Vertex Pharmaceuticals Inc 150,79567.3M $
13Edwards Lifesciences Corp 740,20059.3M $
14Kroger Co/The 792,54957.3M $
15Watts Water Technologies Inc 189,31055M $
16ASML Holding NV 39,71752.5M $
17Alphabet Inc 181,07351.9M $
18Lincoln Electric Holdings Inc 200,12049.8M $
19S&P Global Inc 105,81945M $
20West Pharmaceutical Services Inc 161,15940.4M $
21Analog Devices Inc 114,85336.5M $
22Costco Wholesale Corp 35,03934.9M $
23Johnson & Johnson 131,89432.2M $
24Clorox Co/The 297,60030.8M $
25Fiserv Inc 529,10329.5M $
26PepsiCo Inc 185,47528.8M $
27Mastercard Inc 57,39428.7M $
28JPMorgan Chase & Co 95,51028.1M $
29iShares Core S&P 500 ETF 40,81326.7M $
30iShares Core S&P Small-Cap ETF 210,83226.2M $
31WW Grainger Inc 21,28623.2M $
32NVIDIA Corp 128,61022.4M $
33Chewy Inc 714,24619.3M $
34Carlisle Cos Inc 49,03216.4M $
35Labcorp Holdings Inc 61,02116.3M $
36NextEra Energy Inc 165,85215.4M $
37Procter & Gamble Co/The 88,48312.8M $
38Exxon Mobil Corp 66,58111.3M $
39J P Morgan Exchange Traded Fund Trust 155,65310.7M $
40Merck & Co Inc 88,80510.7M $
41Bank of America Corp 182,9118.9M $
42Uber Technologies Inc 113,9458.2M $
43iShares Core S&P Mid-Cap ETF 118,7788M $
44iShares MSCI EAFE ETF 81,0187.9M $
45Broadcom Inc 24,9597.7M $
46Intuit Inc 16,9997.3M $
47RTX Corp 36,9717.1M $
48Vanguard International Equity Index Funds 130,3417M $
49Coca-Cola Co/The 90,1786.9M $
50Invesco S&P 500 Equal Weight ETF 35,2726.8M $
51Vanguard FTSE Developed Markets ETF 101,7736.5M $
52BXP Inc 114,7416M $
53AbbVie Inc 25,5385.6M $
54Grayscale Bitcoin Trust ETF 102,8505.4M $
55Automatic Data Processing Inc 26,2635.3M $
56Home Depot Inc/The 13,9194.6M $
57Visa Inc 14,3964.4M $
58Hayward Holdings Inc 324,1694.3M $
59Oracle Corp 27,7254.1M $
60Colgate-Palmolive Co 46,5714M $
61Emerson Electric Co. 29,3633.8M $
62iShares Russell 2000 ETF 14,0753.5M $
63Hilton Worldwide Holdings Inc 11,1873.4M $
64Gentex Corp 153,9503.4M $
65McCormick & Co Inc/MD 66,1503.3M $
66iShares Trust 25,7943.1M $
67Caterpillar Inc 4,0442.9M $
68Thermo Fisher Scientific Inc 5,7612.8M $
69Air Products and Chemicals Inc 9,4012.7M $
70Select Sector Spdr Trust 43,6202.7M $
71Ingersoll Rand Inc 33,0902.7M $
72Mondelez International Inc 45,9292.6M $
73Westinghouse Air Brake Technologies Corp 10,4892.6M $
74US Bancorp 49,1202.6M $
75iShares MSCI Emerging Markets ETF 44,2372.5M $
76Broadridge Financial Solutions Inc 14,7952.4M $
77Abbott Laboratories 23,3352.4M $
78Chevron Corp 11,1132.3M $
79Illinois Tool Works Inc 8,7632.3M $
80Roper Technologies Inc 5,3671.9M $
81NIKE Inc 35,9441.9M $
82Union Pacific Corp 7,7781.9M $
83Global X Funds 24,5201.9M $
84General Electric Co 6,5361.9M $
85Deere & Co 3,2151.8M $
86State Street SPDR S&P 500 ETF Trust 2,7241.8M $
87Airbnb Inc 13,9941.8M $
88McDonald's Corp. 5,6461.8M $
89Dover Corp 7,6051.6M $
90Vanguard S&P 500 ETF 2,6511.6M $
91CVS Health Corp 21,1851.5M $
92Walmart Inc 11,9091.5M $
93GE Vernova Inc 1,6941.5M $
94Walt Disney Co/The 14,8051.4M $
95Marriott International Inc/MD 4,2911.4M $
96Intel Corp 31,8001.4M $
97Waste Management Inc 6,1041.4M $
98Vanguard Information Technology ETF 1,9951.4M $
99Salesforce Inc 6,4951.2M $
100Vanguard Mid-Cap ETF 4,1871.2M $