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BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.47B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
+14.17%
1 Year Est. Return
+20.95%
3 Year Est. Return
+73.74%
5 Year Est. Return
+103.45%
10 Year Est. Return
+381.46%
AUM
$2.47B
AUM Growth
+$241M
Cap. Flow
-$5.83M
Cap. Flow %
-0.24%
Top 10 Hldgs %
41.72%
Holding
214
New
19
Increased
47
Reduced
77
Closed
3

Top Buys

Rank Stock Value
1
DHR icon
Danaher
DHR
+$6.25M
2
NEE icon
NextEra Energy
NEE
+$5.37M
3
FISV
Fiserv Inc
FISV
+$5.26M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$3.29M
5
APH icon
Amphenol
APH
+$3.14M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$11.3M
2
ALC icon
Alcon
ALC
+$6.62M
3
CHWY icon
Chewy
CHWY
+$5.43M
4
INTU icon
Intuit
INTU
+$5.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.72M

Sector Composition

Rank Sector Weight
1 Technology 26.32%
2 Industrials 13.68%
3 Healthcare 12.23%
4 Financials 12.13%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.66T
$130M 5.28%
546,745
-2,366
-0.4% -$594K
APH icon
2
Amphenol
APH
$194B
$127M 5.14%
719,908
+21,797
+3% +$3.14M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.24T
$112M 4.55%
314,665
-10,348
-3% -$3.72M
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$106M 4.31%
212,583
-395
-0.2% -$190K
AAPL icon
5
Apple
AAPL
$4.81T
$106M 4.3%
367,068
+5,550
+2% +$1.59M
MSFT icon
6
Microsoft
MSFT
$2.95T
$106M 4.28%
283,554
+2,938
+1% +$1.19M
ROK icon
7
Rockwell Automation
ROK
$51.7B
$92.1M 3.73%
186,053
-2,677
-1% -$1.16M
TJX icon
8
TJX Companies
TJX
$171B
$86.7M 3.51%
572,190
-6,825
-1% -$1.08M
ASML icon
9
ASML
ASML
$692B
$81.8M 3.31%
41,120
+1,403
+4% +$2.23M
ECL icon
10
Ecolab
ECL
$74.4B
$81.5M 3.3%
292,638
+3,026
+1% +$797K
IBM icon
11
IBM
IBM
$198B
$81.4M 3.3%
289,497
+10,123
+4% +$2.55M
WTS icon
12
Watts Water Technologies
WTS
$11.4B
$76M 3.08%
194,171
+4,861
+3% +$1.52M
VRTX icon
13
Vertex Pharmaceuticals
VRTX
$122B
$73.4M 2.97%
147,702
-3,093
-2% -$1.37M
MRSH
14
Marsh
MRSH
$87.5B
$68.4M 2.77%
410,233
-17,326
-4% -$2.9M
EW icon
15
Edwards Lifesciences
EW
$48.7B
$66.5M 2.69%
735,377
-4,823
-0.7% -$404K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.22T
$62.5M 2.53%
177,012
-4,061
-2% -$1.45M
WST icon
17
West Pharmaceutical
WST
$25.4B
$57.3M 2.32%
159,696
-1,463
-0.9% -$447K
LECO icon
18
Lincoln Electric
LECO
$13.6B
$53.8M 2.18%
202,695
+2,575
+1% +$674K
ADI icon
19
Analog Devices
ADI
$186B
$44.8M 1.82%
112,904
-1,949
-2% -$771K
KR icon
20
Kroger
KR
$35.4B
$44.2M 1.79%
796,380
+3,831
+0.5% +$250K
SPGI icon
21
S&P Global
SPGI
$128B
$41.7M 1.69%
102,467
-3,352
-3% -$1.42M
COST icon
22
Costco
COST
$412B
$32.6M 1.32%
34,862
-177
-0.5% -$176K
JNJ icon
23
Johnson & Johnson
JNJ
$603B
$32.2M 1.3%
126,625
-5,269
-4% -$1.23M
IJR icon
24
iShares Core S&P Small-Cap ETF
IJR
$110B
$31.7M 1.28%
213,825
+2,993
+1% +$411K
CLX icon
25
Clorox
CLX
$11.6B
$31M 1.26%
324,913
+27,313
+9% +$2.62M
1
2 3 4 5

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Birch Hill Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Birch Hill Investment Advisors held 214 positions worth $2.47B, up 11% from $2.23B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q2 2026 filing shows 19 new, 47 increased, 77 reduced and 3 closed positions. Its largest new stake was Marvell Technology: 3,208 shares worth $956K. The largest sale was ExxonMobil, an estimated $11.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 24% a quarter earlier, followed by Industrials and Healthcare.

  • Birch Hill Investment Advisors's largest Q2 2026 buy was Marvell Technology: 3,208 shares worth $956K.
  • Birch Hill Investment Advisors added most to Danaher in Q2 2026, an estimated $6.25M increase.
  • Birch Hill Investment Advisors's biggest Q2 2026 reduction was Alcon, cutting an estimated $6.62M.
  • Birch Hill Investment Advisors fully exited ExxonMobil in Q2 2026, selling an estimated $11.3M.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.47B portfolio in Q2 2026.
  • Birch Hill Investment Advisors opened 19 new positions and closed 3 in Q2 2026.
  • Birch Hill Investment Advisors's portfolio value rose 11% quarter-over-quarter to $2.47B.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.