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
101Tesla Inc 3,1251.2M $
102IDEXX Laboratories Inc 1,9101.1M $
103iShares Trust 10,7061M $
104Duke Energy Corp 7,8881M $
105SiteOne Landscape Supply Inc 7,5841M $
106Carrier Global Corp 17,8911M $
107United Parcel Service Inc 10,155999K $
108Meta Platforms Inc 1,686964.6K $
109Ishares Gold Trust 10,652939.1K $
110Vertiv Holdings Co 3,625908.4K $
111Philip Morris International Inc. 5,471904.6K $
112Grayscale Bitcoin Mini Trust E 28,761862.5K $
113Vanguard Total World Stock ETF 6,200857.6K $
114iShares ESG Aware MSCI EAFE ETF 8,683830.3K $
115iShares Trust 7,051797.5K $
116iShares Trust 3,748791.4K $
117FedEx Corp 2,217789.6K $
118SELECT SECTOR SPDR TRUST (THE) 5,831774.9K $
119Booking Holdings Inc 180757.9K $
120Dominion Energy Inc 12,087747.2K $
1213M Co 5,033730.9K $
122Amgen Inc 2,060724.8K $
123Vanguard Small-Cap ETF 2,636690.4K $
124American Express Co 2,281690K $
125iShares ESG Aware MSCI USA Small-Cap ETF 14,122664K $
126Constellation Energy Corp. 2,344654.6K $
127CarMax Inc 15,530645.7K $
128Eli Lilly & Co 678623.6K $
129Brunswick Corp/DE 8,495618.1K $
130iShares MSCI EAFE Growth ETF 5,450607K $
131Shell PLC 6,500604.5K $
132Pfizer Inc 21,455602.5K $
133Otis Worldwide Corp 7,537581K $
134SPDR Gold Shares 1,250537.9K $
135Palantir Technologies Inc 3,650533.9K $
136Vistra Corp 3,540532.2K $
137Goldman Sachs Group Inc/The 625528.7K $
138Verizon Communications Inc 10,512527.7K $
139iShares Core MSCI EAFE ETF 5,571504.3K $
140Taiwan Semiconductor Manufacturing Co Ltd 1,467495.9K $
141VanEck Semiconductor ETF 1,293495.9K $
142Danaher Corp 2,559485.2K $
143Norfolk Southern Corp 1,537441.1K $
144Zimmer Biomet Holdings Inc 4,792433.3K $
145Vanguard Mega Cap Growth ETF 1,151422.9K $
146iShares Bitcoin Trust ETF 11,000422.6K $
147Adobe Inc 1,727419.8K $
148Wells Fargo & Co 5,079404.3K $
149Vanguard High Dividend Yield E 2,720402.8K $
150iShares ESG MSCI KLD 400 ETF 3,299399.8K $
151Arista Networks Inc 3,031372.1K $
152Avery Dennison Corp 2,081359.3K $
153Altria Group, Inc. 5,400356.3K $
154Cava Group Inc 4,382354.5K $
155PPG Industries Inc 3,315354.3K $
156Bristol-Myers Squibb Co 5,782350.7K $
157Becton Dickinson & Co 2,215348.3K $
158Honeywell International Inc 1,522344K $
159Cisco Systems, Inc. 4,291332.9K $
160QUALCOMM Inc 2,522324.8K $
161Morgan Stanley 1,871307.9K $
162Essential Utilities Inc 7,484301.4K $
163MSA Safety Inc 1,800295.1K $
164State Street SPDR S&P MidCap 400 ETF Trust 475293K $
165VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,344289K $
166Wisdomtree Trust 3,200285.9K $
167AT&T Inc 9,681280.7K $
168CSX Corp 6,700275K $
169Global X Funds 3,666270.9K $
170Moody's Corp 620270.5K $
171Mobileye Global Inc 39,100268.6K $
172Schwab US Dividend Equity ETF 8,500260.8K $
173Waters Corp 875260.6K $
174Advanced Micro Devices Inc 1,237251.6K $
175iShares Russell 2000 Growth ETF 800251K $
176Hubbell Inc 504247.3K $
177CACI International Inc 450244.7K $
178Vanguard Total Stock Market ETF 758243.2K $
179Compass Inc 32,300236.1K $
180Ross Stores Inc 1,088235.7K $
181iShares Russell 3000 ETF 630233.5K $
182Welltower Inc 1,152227.8K $
183iShares Trust 3,030207.5K $
184Sysco Corp 2,868204.6K $
185Unilever PLC 3,554202.5K $
186Sera Prognostics Inc 27,29355.4K $