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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
KO icon
51
Coca-Cola
KO
$354B
$7.33M 0.3%
90,178
– –
DHR icon
52
Danaher
DHR
$135B
$7.05M 0.29%
36,996
+34,437
+1,346% +$6.25M
RTX icon
53
RTX Corp
RTX
$287B
$7.01M 0.28%
36,949
-22
-0.1% -$4.04K
ABBV icon
54
AbbVie
ABBV
$458B
$6.41M 0.26%
25,459
-79
-0.3% -$17K
V icon
55
Visa
V
$677B
$5.99M 0.24%
17,459
+3,063
+21% +$983K
ADP icon
56
Automatic Data Processing
ADP
$100B
$5.88M 0.24%
26,263
– –
HAYW icon
57
Hayward Holdings
HAYW
$3.13B
$5.27M 0.21%
304,169
-20,000
-6% -$292K
HD icon
58
Home Depot
HD
$332B
$4.9M 0.2%
13,899
-20
-0.1% -$6.51K
GBTC icon
59
Grayscale Bitcoin Trust
GBTC
$9.64B
$4.68M 0.19%
102,850
– –
INTC icon
60
Intel
INTC
$466B
$4.44M 0.18%
31,800
– –
CAT icon
61
Caterpillar
CAT
$409B
$4.29M 0.17%
4,029
-15
-0.4% -$13.2K
IWM icon
62
iShares Russell 2000 ETF
IWM
$80.9B
$4.25M 0.17%
14,156
+81
+0.6% +$22.8K
CL icon
63
Colgate-Palmolive
CL
$72.6B
$4.2M 0.17%
45,801
-770
-2% -$67.4K
EMR icon
64
Emerson Electric
EMR
$82.9B
$4.08M 0.17%
28,495
-868
-3% -$122K
ORCL icon
65
Oracle
ORCL
$331B
$4.03M 0.16%
27,485
-240
-0.9% -$43.5K
GNTX icon
66
Gentex
GNTX
$4.88B
$3.76M 0.15%
148,728
-5,222
-3% -$123K
HLT icon
67
Hilton Worldwide
HLT
$74B
$3.69M 0.15%
11,177
-10
-0.1% -$3.29K
IJS icon
68
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$3.61M 0.15%
26,434
+640
+2% +$82.6K
MKC icon
69
McCormick & Company Non-Voting
MKC
$13.4B
$3.13M 0.13%
62,092
-4,058
-6% -$199K
EEM icon
70
iShares MSCI Emerging Markets ETF
EEM
$28B
$3.1M 0.13%
45,267
+1,030
+2% +$67.3K
USB icon
71
US Bancorp
USB
$99.6B
$2.92M 0.12%
48,421
-699
-1% -$39.2K
TMO icon
72
Thermo Fisher Scientific
TMO
$211B
$2.89M 0.12%
5,761
– –
GE icon
73
GE Aerospace
GE
$367B
$2.87M 0.12%
7,686
+1,150
+18% +$360K
WAB icon
74
Wabtec
WAB
$51.1B
$2.83M 0.11%
10,489
– –
IR icon
75
Ingersoll Rand
IR
$33B
$2.71M 0.11%
33,090
– –
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.