We are live on ! Find out more
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
TSLA icon
101
Tesla
TSLA
$1.24T
$1.34M 0.05%
3,182
+57
+2% +$22.7K
WM icon
102
Waste Management
WM
$95.9B
$1.33M 0.05%
5,969
-135
-2% -$30K
CARR icon
103
Carrier Global
CARR
$57.2B
$1.31M 0.05%
17,891
– –
WMT icon
104
Walmart Inc
WMT
$871B
$1.31M 0.05%
11,537
-372
-3% -$46.2K
META icon
105
Meta Platforms (Facebook)
META
$1.51T
$1.28M 0.05%
2,267
+581
+34% +$355K
TSM icon
106
TSMC
TSM
$2.09T
$1.27M 0.05%
2,669
+1,202
+82% +$488K
VRT icon
107
Vertiv
VRT
$112B
$1.2M 0.05%
3,585
-40
-1% -$12.7K
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$56.8B
$1.18M 0.05%
10,706
– –
SITE icon
109
SiteOne Landscape Supply
SITE
$4.43B
$1.16M 0.05%
10,149
+2,565
+34% +$310K
VT icon
110
Vanguard Total World Stock ETF
VT
$76.3B
$1.02M 0.04%
6,500
+300
+5% +$45.8K
UPS icon
111
United Parcel Service
UPS
$97.6B
$1.02M 0.04%
9,475
-680
-7% -$70.7K
BR icon
112
Broadridge
BR
$17.2B
$1.02M 0.04%
7,425
-7,370
-50% -$1.11M
IVW icon
113
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.01M 0.04%
7,361
+310
+4% +$40.9K
IDXX icon
114
Idexx Laboratories
IDXX
$42.9B
$1.01M 0.04%
1,910
– –
ROP icon
115
Roper Technologies
ROP
$36.3B
$1.01M 0.04%
2,970
-2,397
-45% -$817K
DUK icon
116
Duke Energy
DUK
$102B
$998K 0.04%
7,888
– –
PM icon
117
Philip Morris
PM
$301B
$990K 0.04%
5,471
– –
LLY icon
118
Eli Lilly
LLY
$1.07T
$981K 0.04%
818
+140
+21% +$143K
MRVL icon
119
Marvell Technology
MRVL
$174B
$956K 0.04%
+3,208
New +$643K
IVE icon
120
iShares S&P 500 Value ETF
IVE
$48.9B
$915K 0.04%
4,028
+280
+7% +$62.5K
ESGD icon
121
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$893K 0.04%
8,683
– –
ESML icon
122
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.83B
$879K 0.04%
15,722
+1,600
+11% +$83.2K
CRM icon
123
Salesforce
CRM
$134B
$842K 0.03%
5,375
-1,120
-17% -$197K
ANET icon
124
Arista Networks
ANET
$219B
$835K 0.03%
4,914
+1,883
+62% +$296K
MMM icon
125
3M
MMM
$89B
$815K 0.03%
5,033
– –
3 4
5
6 7

Similar funds

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
M
Mirova Paris, France $2.46B AUM 11.42% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.48B AUM 22.31% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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.