Birch Hill Investment Advisors LLC 13F 持仓 · 2026年Q2
Birch Hill Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 211 只证券，申报市值合计 24.69 亿美元。前几大持仓：AMZN（5.28%）、APH（5.14%）、GOOGL（4.55%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $130.3M | 5.28% | 546,745 | 减持 |
| 2 | APH | AMPHENOL CORP | $126.9M | 5.14% | 719,908 | 增持 |
| 3 | GOOGL | ALPHABET INC | $112.5M | 4.55% | 314,665 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $106.4M | 4.31% | 212,583 | 减持 |
| 5 | AAPL | APPLE INC | $106.2M | 4.30% | 367,068 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $105.8M | 4.28% | 283,554 | 增持 |
| 7 | ROK | ROCKWELL AUTOMATION INC | $92.1M | 3.73% | 186,053 | 减持 |
| 8 | TJX | TJX COS INC NEW | $86.7M | 3.51% | 572,190 | 减持 |
| 9 | ASML | ASML HLDG NV | $81.8M | 3.31% | 41,120 | 增持 |
| 10 | ECL | ECOLAB INC | $81.5M | 3.30% | 292,638 | 增持 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $81.4M | 3.30% | 289,497 | 增持 |
| 12 | WTS | WATTS WATER TECHNOLOGIES INC | $76.0M | 3.08% | 194,171 | 增持 |
| 13 | VRTX | VERTEX PHARMACEUTICALS INC | $73.4M | 2.97% | 147,702 | 减持 |
| 14 | MRSH | MARSH & MCLENNAN COS INC | $68.4M | 2.77% | 410,233 | 减持 |
| 15 | EW | EDWARDS LIFESCIENCES CORP | $66.5M | 2.69% | 735,377 | 减持 |
| 16 | GOOG | ALPHABET INC | $62.5M | 2.53% | 177,012 | 减持 |
| 17 | WST | WEST PHARMACEUTICAL SVSC INC | $57.3M | 2.32% | 159,696 | 减持 |
| 18 | LECO | LINCOLN ELEC HLDGS INC | $53.8M | 2.18% | 202,695 | 增持 |
| 19 | ADI | ANALOG DEVICES INC | $44.8M | 1.82% | 112,904 | 减持 |
| 20 | KR | KROGER CO | $44.2M | 1.79% | 796,380 | 增持 |
| 21 | SPGI | S&P GLOBAL INC | $41.7M | 1.69% | 102,467 | 减持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $32.6M | 1.32% | 34,862 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $32.2M | 1.30% | 126,625 | 减持 |
| 24 | IJR | ISHARES TR | $31.7M | 1.28% | 213,825 | 增持 |
| 25 | CLX | CLOROX CO DEL | $31.0M | 1.26% | 324,913 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR