Portfolio (Quarterly) Guide ↗

Birch Hill Investment Advisors LLC

· CIK 0001424177

13F Portfolio $2.5B AUM 211 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 47 Added 65 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	66,581	$11.3M	0.51%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,522	$344K	0.01%	SOLD
3	T	AT&T INC	Communication Services	9,681	$281K	0.01%	SOLD

Sector Allocation

Technology 30.0%

Industrials 15.8%

Healthcare 14.1%

Consumer Cyclical 11.7%

Financial Services 9.5%

Consumer Defensive 7.7%

Communication Services 5.4%

Basic Materials 4.1%

Utilities 1.2%

Real Estate 0.4%