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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
VIG icon
176
Vanguard Dividend Appreciation ETF
VIG
$111B
$318K 0.01%
1,344
– –
IWO icon
177
iShares Russell 2000 Growth ETF
IWO
$14.5B
$315K 0.01%
800
– –
MSA icon
178
Mine Safety
MSA
$6.74B
$314K 0.01%
1,800
– –
RSPE icon
179
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$67.6M
$314K 0.01%
9,260
– –
NOW icon
180
ServiceNow
NOW
$102B
$310K 0.01%
+3,125
New +$309K
DLN icon
181
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$308K 0.01%
3,200
– –
DDOG icon
182
Datadog
DDOG
$87.9B
$295K 0.01%
+1,132
New +$210K
WTRG icon
183
Essential Utilities
WTRG
$11.2B
$287K 0.01%
7,484
– –
MCO icon
184
Moody's
MCO
$81.7B
$281K 0.01%
620
– –
VTI icon
185
Vanguard Total Stock Market ETF
VTI
$654B
$280K 0.01%
758
– –
UNH icon
186
UnitedHealth
UNH
$382B
$272K 0.01%
+654
New +$242K
SCHD icon
187
Schwab US Dividend Equity ETF
SCHD
$102B
$270K 0.01%
8,500
– –
MLPX icon
188
Global X MLP & Energy Infrastructure ETF
MLPX
$3.68B
$269K 0.01%
3,666
– –
IWV icon
189
iShares Russell 3000 ETF
IWV
$19.5B
$269K 0.01%
630
– –
HUBB icon
190
Hubbell
HUBB
$25.7B
$264K 0.01%
504
– –
WELL icon
191
Welltower
WELL
$178B
$261K 0.01%
1,152
– –
DASH icon
192
DoorDash
DASH
$75.3B
$258K 0.01%
+1,400
New +$231K
HPE icon
193
Hewlett Packard
HPE
$63.2B
$250K 0.01%
+5,533
New +$200K
KLAC icon
194
KLA
KLAC
$275B
$244K 0.01%
+810
New +$161K
SCHW
195
Charles Schwab
SCHW
$177B
$243K 0.01%
+2,630
New +$240K
QQQ icon
196
Invesco QQQ Trust
QQQ
$455B
$240K 0.01%
+326
New +$224K
TXN icon
197
Texas Instruments
TXN
$255B
$238K 0.01%
+800
New +$222K
ACWX icon
198
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$231K 0.01%
3,030
– –
GMF icon
199
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$419M
$229K 0.01%
+1,461
New +$221K
SYY icon
200
Sysco
SYY
$39.7B
$227K 0.01%
2,718
-150
-5% -$11.4K
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.