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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
+9.08%
1 Year Est. Return
+20.95%
3 Year Est. Return
+73.74%
5 Year Est. Return
+103.45%
10 Year Est. Return
+381.47%
AUM
$2.25B
AUM Growth
+$144M
Cap. Flow
+$4.21M
Cap. Flow %
0.19%
Top 10 Hldgs %
41.69%
Holding
197
New
10
Increased
41
Reduced
91
Closed
2

Top Buys

Rank Stock Value
1
WST icon
West Pharmaceutical
WST
+$15.6M
2
PEP icon
PepsiCo
PEP
+$12.4M
3
CHWY icon
Chewy
CHWY
+$8.67M
4
NEE icon
NextEra Energy
NEE
+$4.09M
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$2.53M

Top Sells

Rank Stock Value
1
MBLY icon
Mobileye
MBLY
+$4.13M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.95M
3
MRK icon
Merck
MRK
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.92M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.78M

Sector Composition

Rank Sector Weight
1 Technology 28.27%
2 Financials 15.04%
3 Healthcare 11.9%
4 Industrials 11.16%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAB icon
76
Wabtec
WAB
$49.3B
$2.5M 0.11%
11,939
-3,270
-22% -$629K
TMO icon
77
Thermo Fisher Scientific
TMO
$220B
$2.49M 0.11%
6,146
-1,271
-17% -$531K
LIN icon
78
Linde
LIN
$226B
$2.34M 0.1%
4,996
-5
-0.1% -$2.28K
USB icon
79
US Bancorp
USB
$99.6B
$2.33M 0.1%
51,415
-205
-0.4% -$8.62K
ITW icon
80
Illinois Tool Works
ITW
$84.5B
$2.27M 0.1%
9,163
– –
DIS icon
81
Walt Disney
DIS
$181B
$1.96M 0.09%
15,840
-4,205
-21% -$437K
UNP icon
82
Union Pacific
UNP
$174B
$1.92M 0.09%
8,328
-230
-3% -$51.1K
XLE icon
83
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.88M 0.08%
44,220
-7,270
-14% -$303K
EEM icon
84
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.83M 0.08%
37,881
-8
-0% -$360
ALLE icon
85
Allegion
ALLE
$14.4B
$1.8M 0.08%
12,500
– –
KMX icon
86
CarMax
KMX
$8.26B
$1.79M 0.08%
26,649
-2,385
-8% -$160K
CVX icon
87
Chevron
CVX
$366B
$1.79M 0.08%
12,502
-1,525
-11% -$215K
ABNB icon
88
Airbnb
ABNB
$107B
$1.78M 0.08%
13,459
+3,141
+30% +$398K
SPY icon
89
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.68M 0.07%
2,717
-204
-7% -$117K
MCD icon
90
McDonald's
MCD
$195B
$1.64M 0.07%
5,616
-33
-0.6% -$10.2K
CVS icon
91
CVS Health
CVS
$122B
$1.64M 0.07%
23,725
– –
DE icon
92
Deere & Co
DE
$168B
$1.63M 0.07%
3,215
-50
-2% -$24.5K
CAT icon
93
Caterpillar
CAT
$387B
$1.57M 0.07%
4,044
-54
-1% -$18K
STZ icon
94
Constellation Brands
STZ
$23.2B
$1.52M 0.07%
9,353
-4,852
-34% -$870K
UPS icon
95
United Parcel Service
UPS
$88.9B
$1.51M 0.07%
14,981
-5,580
-27% -$549K
GE icon
96
GE Aerospace
GE
$384B
$1.5M 0.07%
5,836
-7
-0.1% -$1.54K
CARR icon
97
Carrier Global
CARR
$52.8B
$1.47M 0.07%
20,091
-800
-4% -$54.3K
BTC
98
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$1.47M 0.07%
30,761
– –
MBLY icon
99
Mobileye
MBLY
$2.2B
$1.46M 0.06%
81,045
-270,575
-77% -$4.13M
WM icon
100
Waste Management
WM
$91B
$1.4M 0.06%
6,101
– –
2 3
4
5 6

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Birch Hill Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Birch Hill Investment Advisors held 197 positions worth $2.25B, up 6.8% from $2.11B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Birch Hill Investment Advisors's Q2 2025 filing shows 10 new, 41 increased, 91 reduced and 2 closed positions. Its largest new stake was West Pharmaceutical: 72,832 shares worth $15.9M. The largest sale was Mobileye, an estimated $4.13M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q2 2025 buy was West Pharmaceutical: 72,832 shares worth $15.9M.
  • Birch Hill Investment Advisors added most to PepsiCo in Q2 2025, an estimated $12.4M increase.
  • Birch Hill Investment Advisors's biggest Q2 2025 reduction was Mobileye, cutting an estimated $4.13M.
  • Birch Hill Investment Advisors fully exited iShares US Medical Devices ETF in Q2 2025, selling an estimated $211K.
  • Birch Hill Investment Advisors's ten largest holdings make up 42% of its $2.25B portfolio in Q2 2025.
  • Birch Hill Investment Advisors opened 10 new positions and closed 2 in Q2 2025.
  • Birch Hill Investment Advisors's portfolio value rose 6.8% quarter-over-quarter to $2.25B.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.