Birch Hill Investment Advisors LLC
CIK: 1424177SEC EDGAR →
Portfolio Value
$358.9B
Holdings
211
As of
Q2 2026
New Positions
19
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 735,377 | $66.5B | 18.54% |
| 2 | KROGER CO | 796,380 | $44.2B | 12.32% |
| 3 | CLOROX CO DEL | 324,913 | $31.0B | 8.64% |
| 4 | FISERV INC | 623,289 | $30.6B | 8.52% |
| 5 | ALCON AG | 319,605 | $21.4B | 5.98% |
| 6 | NEXTERA ENERGY INC | 225,257 | $19.8B | 5.51% |
| 7 | J P MORGAN EXCHANGE TRADED F | 200,297 | $15.1B | 4.20% |
| 8 | BANK OF AMER CORP | 178,425 | $10.2B | 2.83% |
| 9 | ISHARES TR | 121,065 | $9.3B | 2.60% |
| 10 | CHEWY INC | 474,960 | $9.3B | 2.60% |
Quarterly Changes
Top Buys
New Positions (19)
$520.1M · 20K shares
$362.0M · 4K shares
$310.3M · 3K shares
$249.6M · 6K shares
$242.7M · 3K shares
$211.1M · 2K shares
$161.6M · 10K shares
$956K · 3K shares
$295K · 1K shares
$272K · 654 shares
$258K · 1K shares
$244K · 810 shares
$240K · 326 shares
$238K · 800 shares
$229K · 1K shares
$219K · 1K shares
$217K · 885 shares
$213K · 279 shares
$203K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 22 | $91.6B | 25.5% |
| Consumer Defensive | 12 | $90.0B | 25.1% |
| Financial Services | 59 | $70.5B | 19.6% |
| Technology | 35 | $44.9B | 12.5% |
| Utilities | 7 | $20.9B | 5.8% |
| Consumer Cyclical | 19 | $17.2B | 4.8% |
| Industrials | 31 | $11.0B | 3.1% |
| Real Estate | 3 | $8.1B | 2.3% |
| Communication Services | 5 | $2.0B | 0.6% |
| Unknown | 9 | $1.3B | 0.4% |
| Basic Materials | 6 | $738.4M | 0.2% |
| Energy | 3 | $667.4M | 0.2% |