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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
D icon
126
Dominion Energy
D
$62.5B
$807K 0.03%
11,817
-270
-2% -$17.6K
IAU icon
127
iShares Gold Trust
IAU
$63B
$804K 0.03%
10,652
– –
VB icon
128
Vanguard Small-Cap ETF
VB
$79.5B
$799K 0.03%
2,636
– –
CEG icon
129
Constellation Energy
CEG
$98B
$786K 0.03%
3,164
+820
+35% +$231K
COMP icon
130
Compass
COMP
$8.27B
$784K 0.03%
63,600
+31,300
+97% +$261K
AXP icon
131
American Express
AXP
$223B
$761K 0.03%
2,250
-31
-1% -$9.93K
KMX icon
132
CarMax
KMX
$8.27B
$756K 0.03%
14,285
-1,245
-8% -$54.2K
AMGN icon
133
Amgen
AMGN
$203B
$746K 0.03%
2,060
– –
BTC
134
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$720K 0.03%
27,761
-1,000
-3% -$31.8K
BKNG icon
135
Booking.com
BKNG
$138B
$713K 0.03%
4,000
-500
-11% -$85.3K
FDX icon
136
FedEx
FDX
$74.5B
$694K 0.03%
2,217
– –
EFG icon
137
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$678K 0.03%
5,450
– –
AMD icon
138
Advanced Micro Devices
AMD
$851B
$669K 0.03%
1,152
-85
-7% -$34.8K
NTR icon
139
Nutrien
NTR
$32.7B
$652K 0.03%
10,350
-150
-1% -$10.5K
GS icon
140
Goldman Sachs
GS
$313B
$632K 0.03%
625
– –
ACGL icon
141
Arch Capital
ACGL
$36.1B
$597K 0.02%
6,150
-300
-5% -$28.3K
SMH icon
142
VanEck Semiconductor ETF
SMH
$67.6B
$586K 0.02%
893
-400
-31% -$218K
BC icon
143
Brunswick
BC
$5.19B
$585K 0.02%
6,945
-1,550
-18% -$124K
VST icon
144
Vistra
VST
$55.1B
$562K 0.02%
3,540
– –
INTU icon
145
Intuit
INTU
$81.1B
$552K 0.02%
2,115
-14,884
-88% -$5.18M
OTIS icon
146
Otis Worldwide
OTIS
$27.4B
$540K 0.02%
7,537
– –
GLD icon
147
SPDR Gold Trust
GLD
$131B
$527K 0.02%
1,430
+180
+14% +$74.6K
ALH
148
Alliance Laundry Holdings
ALH
$5.09B
$520K 0.02%
+19,610
New +$490K
MGK icon
149
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$506K 0.02%
5,755
– –
CSCO icon
150
Cisco
CSCO
$450B
$504K 0.02%
4,291
– –
4 5
6
7 8

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FFA
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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.