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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
JPM icon
26
JPMorgan Chase
JPM
$939B
$30.9M 1.25%
94,380
-1,130
-1% -$351K
FISV
27
Fiserv Inc
FISV
$27.2B
$30.6M 1.24%
623,289
+94,186
+18% +$5.26M
IVV icon
28
iShares Core S&P 500 ETF
IVV
$876B
$30.5M 1.24%
40,764
-49
-0.1% -$35.7K
MA icon
29
Mastercard
MA
$477B
$29.5M 1.2%
57,479
+85
+0.1% +$42.4K
GWW icon
30
W.W. Grainger
GWW
$65.3B
$28.5M 1.16%
20,964
-322
-2% -$397K
NVDA icon
31
NVIDIA
NVDA
$5.01T
$27.2M 1.1%
136,086
+7,476
+6% +$1.54M
PEP icon
32
PepsiCo
PEP
$186B
$25M 1.01%
184,915
-560
-0.3% -$83.7K
ALC icon
33
Alcon
ALC
$33.1B
$21.4M 0.87%
319,605
-94,536
-23% -$6.62M
NEE icon
34
NextEra Energy
NEE
$187B
$19.8M 0.8%
225,257
+59,405
+36% +$5.37M
TT icon
35
Trane Technologies
TT
$106B
$18.4M 0.75%
37,502
– –
CSL icon
36
Carlisle Companies
CSL
$13.6B
$18M 0.73%
49,537
+505
+1% +$177K
BBJP icon
37
JPMorgan BetaBuilders Japan ETF
BBJP
$17.3B
$15.1M 0.61%
200,297
+44,644
+29% +$3.29M
LH icon
38
Labcorp
LH
$24.3B
$14.3M 0.58%
51,068
-9,953
-16% -$2.62M
PG icon
39
Procter & Gamble
PG
$343B
$13.3M 0.54%
90,519
+2,036
+2% +$296K
MRK icon
40
Merck
MRK
$324B
$11.3M 0.46%
87,972
-833
-0.9% -$97.5K
BAC icon
41
Bank of America
BAC
$435B
$10.2M 0.41%
178,425
-4,486
-2% -$239K
AVGO icon
42
Broadcom
AVGO
$1.82T
$9.42M 0.38%
24,929
-30
-0.1% -$12K
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$123B
$9.34M 0.38%
121,065
+2,287
+2% +$168K
CHWY icon
44
Chewy
CHWY
$8.54B
$9.33M 0.38%
474,960
-239,286
-34% -$5.43M
EFA icon
45
iShares MSCI EAFE ETF
EFA
$76.4B
$8.59M 0.35%
82,689
+1,671
+2% +$172K
VWO icon
46
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$7.96M 0.32%
133,272
+2,931
+2% +$172K
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$226B
$7.86M 0.32%
110,272
+8,499
+8% +$592K
UBER icon
48
Uber
UBER
$134B
$7.72M 0.31%
106,993
-6,952
-6% -$510K
BXP icon
49
Boston Properties
BXP
$11B
$7.35M 0.3%
110,916
-3,825
-3% -$229K
RSP icon
50
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$7.35M 0.3%
34,540
-732
-2% -$150K
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.