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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
SHEL icon
151
Shell
SHEL
$245B
$504K 0.02%
6,500
– –
PLTR icon
152
Palantir
PLTR
$295B
$490K 0.02%
4,200
+550
+15% +$75K
NSC icon
153
Norfolk Southern
NSC
$78.8B
$484K 0.02%
1,537
– –
PFE icon
154
Pfizer
PFE
$140B
$481K 0.02%
19,955
-1,500
-7% -$39.2K
DSI icon
155
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
$470K 0.02%
3,299
– –
QCOM icon
156
Qualcomm
QCOM
$176B
$466K 0.02%
2,522
– –
VZ icon
157
Verizon
VZ
$194B
$445K 0.02%
10,512
– –
VYM icon
158
Vanguard High Dividend Yield ETF
VYM
$81.1B
$430K 0.02%
2,720
– –
IEFA icon
159
iShares Core MSCI EAFE ETF
IEFA
$186B
$422K 0.02%
4,368
-1,203
-22% -$116K
WFC icon
160
Wells Fargo
WFC
$261B
$420K 0.02%
5,079
– –
ZBH icon
161
Zimmer Biomet
ZBH
$17.7B
$413K 0.02%
4,792
– –
PPG icon
162
PPG Industries
PPG
$25.9B
$402K 0.02%
3,315
– –
MO icon
163
Altria Group
MO
$122B
$389K 0.02%
5,400
– –
MS icon
164
Morgan Stanley
MS
$337B
$370K 0.02%
1,771
-100
-5% -$19.8K
IBIT icon
165
iShares Bitcoin Trust
IBIT
$47.2B
$366K 0.01%
11,000
– –
LEN icon
166
Lennar Class A
LEN
$20.4B
$362K 0.01%
+4,000
New +$358K
CAVA icon
167
CAVA Group
CAVA
$7.22B
$344K 0.01%
4,382
– –
ADBE icon
168
Adobe
ADBE
$89.5B
$342K 0.01%
1,667
-60
-3% -$14.2K
BDX icon
169
Becton Dickinson
BDX
$43.1B
$335K 0.01%
2,215
– –
MBLY icon
170
Mobileye
MBLY
$2.03B
$335K 0.01%
34,600
-4,500
-12% -$40.1K
MDY icon
171
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$334K 0.01%
475
– –
BMY icon
172
Bristol-Myers Squibb
BMY
$127B
$333K 0.01%
5,782
– –
WAT icon
173
Waters Corp
WAT
$36.8B
$328K 0.01%
875
– –
AVY icon
174
Avery Dennison
AVY
$12.3B
$328K 0.01%
2,020
-61
-3% -$9.93K
CSX icon
175
CSX Corp
CSX
$98.6B
$318K 0.01%
6,700
– –
5 6
7
8 9

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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.