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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
APD icon
76
Air Products & Chemicals
APD
$66.3B
$2.69M 0.11%
9,191
-210
-2% -$61.1K
ACN icon
77
Accenture
ACN
$89.9B
$2.59M 0.1%
20,804
-1,270
-6% -$220K
GEV icon
78
GE Vernova
GEV
$270B
$2.51M 0.1%
2,134
+440
+26% +$449K
ITW icon
79
Illinois Tool Works
ITW
$81.4B
$2.37M 0.1%
8,763
– –
MDLZ icon
80
Mondelez International
MDLZ
$77.7B
$2.34M 0.09%
40,506
-5,423
-12% -$327K
CVS icon
81
CVS Health
CVS
$137B
$2.19M 0.09%
21,185
– –
XLE icon
82
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$2.16M 0.09%
40,735
-2,885
-7% -$165K
UNP icon
83
Union Pacific
UNP
$183B
$2.12M 0.09%
7,778
– –
ABT icon
84
Abbott
ABT
$180B
$2.1M 0.09%
23,185
-150
-0.6% -$13.7K
LIN icon
85
Linde
LIN
$237B
$2.06M 0.08%
3,965
-695
-15% -$352K
DE icon
86
Deere & Co
DE
$170B
$2.04M 0.08%
3,215
– –
SPY icon
87
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.03M 0.08%
2,714
-10
-0.4% -$7.25K
VGT icon
88
Vanguard Information Technology ETF
VGT
$139B
$2.03M 0.08%
16,944
+984
+6% +$108K
COPX icon
89
Global X Copper Miners ETF NEW
COPX
$7.13B
$1.89M 0.08%
24,520
– –
DIS icon
90
Walt Disney
DIS
$165B
$1.84M 0.07%
19,089
+4,284
+29% +$437K
VOO icon
91
Vanguard S&P 500 ETF
VOO
$968B
$1.81M 0.07%
2,636
-15
-0.6% -$10K
ABNB icon
92
Airbnb
ABNB
$83.7B
$1.77M 0.07%
12,358
-1,636
-12% -$223K
ALLE icon
93
Allegion
ALLE
$13B
$1.76M 0.07%
12,500
– –
CVX icon
94
Chevron
CVX
$388B
$1.75M 0.07%
10,563
-550
-5% -$102K
DOV icon
95
Dover
DOV
$27.2B
$1.63M 0.07%
7,280
-325
-4% -$70.8K
MAR icon
96
Marriott International
MAR
$98.7B
$1.59M 0.06%
4,291
– –
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.54M 0.06%
8,061
+2,230
+38% +$381K
MCD icon
98
McDonald's
MCD
$188B
$1.52M 0.06%
5,616
-30
-0.5% -$8.6K
NKE icon
99
Nike
NKE
$61.9B
$1.48M 0.06%
36,041
+97
+0.3% +$4.27K
VO icon
100
Vanguard Mid-Cap ETF
VO
$106B
$1.35M 0.05%
16,748
– –
2 3
4
5 6

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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.