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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
Page 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLN WISDOMTREE TR 3,200.0 $308K 0.01% $96.32 +4.7%
182 DDOG DATADOG INC Technology 1,132.0 $295K 0.01% NEW $260.36 -12.2%
183 WTRG ESSENTIAL UTILS INC Utilities 7,484.0 $287K 0.01% $38.31 +6.7%
184 MCO MOODYS CORP Financial Services 620.0 $281K 0.01% $452.92 +13.6%
185 VTI VANGUARD INDEX FDS 758.0 $280K 0.01% $370.04 +2.1%
186 UNH UNITEDHEALTH GROUP INC Healthcare 654.0 $272K 0.01% NEW $415.63 -3.3%
187 SCHD SCHWAB STRATEGIC TR 8,500.0 $270K 0.01% $31.71 +10.8%
188 MLPX GLOBAL X FDS 3,666.0 $269K 0.01% $73.46 +3.0%
189 IWV ISHARES TR 630.0 $269K 0.01% $426.40 +2.3%
190 HUBB HUBBELL INC Industrials 504.0 $264K 0.01% $523.20 -10.5%
191 WELL WELLTOWER INC Real Estate 1,152.0 $261K 0.01% $226.97 +6.6%
192 DASH DOORDASH INC Communication Services 1,400.0 $258K 0.01% NEW $184.53 +28.2%
193 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,533.0 $250K 0.01% NEW $45.11 +20.5%
194 KLAC KLA CORP Technology 810.0 $244K 0.01% NEW $301.71 -39.5%
195 SCHW SCHWAB CHARLES CORP Financial Services 2,630.0 $243K 0.01% NEW $92.28 +18.4%
196 QQQ INVESCO QQQ TR Financial Services 326.0 $240K 0.01% NEW $737.00 -3.7%
197 TXN TEXAS INSTRS INC Technology 800.0 $238K 0.01% NEW $298.07 -11.9%
198 ACWX ISHARES TR 3,030.0 $231K 0.01% $76.11 +2.5%
199 SPDR INDEX SHS FDS 1,461.0 $229K 0.01% NEW $156.97
200 SYY SYSCO CORP Consumer Defensive 2,718.0 $227K 0.01% -150.0 -5.2% $83.58 -0.0%
Page 10 of 11  ·  211 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%