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Latest Birch Hill Investment Advisors LLC Stock Portfolio

$2.47Billion | No. of Holdings #211

Birch Hill Investment Advisors LLC Performance

2026 Q2+10.40%
YTD+5.44%
2025+11.61%

About Birch Hill Investment Advisors LLC and 13F Hedge Fund Stock Holdings

Birch Hill Investment Advisors LLC is a hedge fund based in Boston, MA. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Birch Hill Investment Advisors LLC are AMZN, APH, GOOG. The fund has invested 5.3% of it's portfolio in AMAZON COM INC and 5.1% of portfolio in AMPHENOL CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and AT&T INC (T) stocks. They significantly reduced their stock positions in INTUIT (INTU), BROADRIDGE FINL SOLUTIONS IN (BR) and ROPER TECHNOLOGIES INC (ROP). Birch Hill Investment Advisors LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), ALLIANCE LAUNDRY HLDGS INC and LENNAR CORP (LEN). The fund showed a lot of confidence in some stocks as they added substantially to DANAHER CORP DEL (DHR), VANGUARD WORLD FD (VAW) and VANGUARD WORLD FD (EDV).
Birch Hill Investment Advisors LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$2.47Billion
  as of Jul 21, 2026

Birch Hill Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Birch Hill Investment Advisors LLC made a return of 10.4% in the last quarter. In trailing 12 months, it's portfolio return was 10.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc955,631
alliance laundry hldgs inc520,057
lennar corp361,960
servicenow inc310,250
datadog inc294,728
unitedhealth group inc271,822
doordash inc258,342
hewlett packard enterprise c249,594
New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker% Inc.
danaher corp del1,345
vanguard world fd749
vanguard world fd400
vanguard index fds300
compass inc96.9
taiwan semiconductor manufac81.94
arista networks inc62.12
select sector spdr tr38.24
Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker% Reduced
intuit-87.56
broadridge finl solutions in-49.81
roper technologies inc-44.66
chewy inc-33.5
vaneck etf trust-30.94
alcon ag-22.83
ishares tr-21.59
brunswick corp-18.25
Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-11,296,100
at&t inc-280,652
honeywell intl inc-344,018
Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 21.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Basic Materials
Sector%
Technology21.5
Others17.2
Industrials13.8
Healthcare10.8
Consumer Cyclical10.1
Financial Services7.8
Communication Services7.2
Consumer Defensive6.7
Basic Materials3.5

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 82% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP46.2
MEGA-CAP35.8
UNALLOCATED17.2

Stocks belong to which Index?

About 78.6% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50075.5
Others21.4
RUSSELL 20003.1
Top 5 Winners (%)%
INTC
intel corp
216.4 %
AMD
advanced micro devices inc
179.2 %
AFK
vaneck etf trust
60.1 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar inc
50.2 %
Top 5 Winners ($)$
APH
amphenol corp
35.4 M
ASML
asml hldg nv
27.0 M
ROK
rockwell automation inc
25.5 M
GOOG
alphabet inc
22.3 M
WTS
watts water technologies inc
19.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.0 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.6 %
ACN
accenture plc ireland
-36.2 %
KR
kroger co
-23.2 %
Top 5 Losers ($)$
KR
kroger co
-13.4 M
VAW
vanguard world fd
-5.5 M
TJX
tjx cos inc new
-4.7 M
CHWY
chewy inc
-4.4 M
fiserv inc
-3.9 M

Birch Hill Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC has 211 stocks in it's portfolio. About 41.7% of the portfolio is in top 10 stocks. KR proved to be the most loss making stock for the portfolio. APH was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

$2.47BTotal Value
214Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Birch Hill Investment Advisors LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.03%5,450
$678.1K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.02%3,299
$469.7K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.01%3,030
$230.6K
0.01%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Birch Hill Investment Advisors LLC's holding in Vaneck Etf Trust over time
0.02%893
$586.0K
0.02%
decreased 30.94 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Birch Hill Investment Advisors LLC's holding in Global X Fds over time
0.08%24,520
$1.89M
0.08%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
Birch Hill Investment Advisors LLC's holding in Global X Fds over time
0.01%3,666
$269.3K
0.01%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Birch Hill Investment Advisors LLC's holding in Ishares Tr over time
0.04%8,683
$892.7K
0.04%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Birch Hill Investment Advisors LLC's holding in Wisdomtree Tr over time
0.01%3,200
$308.2K
0.01%
unchanged 0 percentunchanged
ALC
Alcon Ag

Alcon Ag

ALC
Birch Hill Investment Advisors LLC's holding in Alcon Ag over time
0.87%319,605
$21.45M
0.87%
decreased 22.83 percentreduced