Birch Hill Investment Advisors LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$2,469,139
Net value change ($000)
+241,310 (10.8%)
New positions
19
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APH 38,728 43.9%
ASML 29,346 55.9%
ROK 24,380 36.0%
WTS 21,053 38.3%
GOOGL 18,991 20.3%
WST 16,938 41.9%
AMZN 15,948 13.9%
AAPL 14,465 15.8%
IBM 13,692 20.2%
GOOGL 10,601 20.4%
Top Reduces (Value $000, Stocks/ETFs)
KR -13,126 -22.9%
XOM -11,296 -100.0%
CHWY -9,952 -51.6%
ALC -9,761 -31.3%
INTU -6,798 -92.5%
MRSH -5,787 -7.8%
TJX -5,782 -6.3%
PEP -3,765 -13.1%
SPGI -3,278 -7.3%
COST -2,302 -6.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type