Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025

Birch Hill Investment Advisors LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.02 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $120M, Microsoft Corp with a value of $106M, Marsh & Mclennan Companies, Inc. with a value of $105M, Amazon Com Inc with a value of $104M, and Apple Inc. with a value of $78.4M.

Examining the 13F form we can see an decrease of $47.4M in the current position value, from $2.07B to 2.02B.

Below you can find more details about Birch Hill Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.02 Billion
Technology: $504 Million
Financial Services: $356 Million
Healthcare: $231 Million
Industrials: $229 Million
Consumer Cyclical: $210 Million
Consumer Defensive: $159 Million
ETFs: $115 Million
Communication Services: $107 Million
Other: $105 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$694B
$120 Million 5.92% of portfolio
224,881
Q1 2025 Reduced 3.07%
$3.25T
$106 Million 5.26% of portfolio
283,380
Q1 2025 Added 1.79%
$112B
$105 Million 5.2% of portfolio
430,488
Q1 2025 Added 0.09%
$1.88T
$104 Million 5.15% of portfolio
547,072
Q1 2025 Reduced 0.85%
$3.2T
$78.4 Million 3.88% of portfolio
353,053
Q1 2025 Added 3.26%
$71.7B
$76.9 Million 3.81% of portfolio
303,484
Q1 2025 Reduced 0.43%
$150B
$76.5 Million 3.78% of portfolio
627,692
Q1 2025 Reduced 2.29%
$128B
$71.9 Million 3.56% of portfolio
148,304
Q1 2025 Reduced 14.19%
$957B
$68.9 Million 3.41% of portfolio
445,571
Q1 2025 Reduced 3.0%
$223B
$67.8 Million 3.36% of portfolio
272,827
Q1 2025 Reduced 2.69%
$79.5B
$66.7 Million 3.3% of portfolio
532,468
Q1 2025 Reduced 6.77%
$51.7B
$59.1 Million 2.92% of portfolio
872,866
Q1 2025 Reduced 1.33%
$46.4B
$54.8 Million 2.71% of portfolio
756,599
Q1 2025 Added 2.41%
$165B
$52.8 Million 2.61% of portfolio
103,922
Q1 2025 Added 1.15%
$178B
$52.5 Million 2.6% of portfolio
85,580
Q1 2025 Reduced 0.47%
$45.8B
$51.7 Million 2.56% of portfolio
787,726
Q1 2025 Added 35.52%
$47.8B
$39.6 Million 1.96% of portfolio
417,139
Q1 2025 Added 2.3%
$5.67B
$37.4 Million 1.85% of portfolio
183,479
Q1 2025 Added 9.0%
$10.2B
$37.1 Million 1.84% of portfolio
196,344
Q1 2025 Added 1.43%
$535B
$34.8 Million 1.72% of portfolio
63,407
Q1 2025 Reduced 1.27%
$449B
$34.7 Million 1.71% of portfolio
36,666
Q1 2025 Reduced 6.16%
$1.01T
$34 Million 1.68% of portfolio
217,946
Q1 2025 Reduced 2.39%
$0
$27.9 Million 1.38% of portfolio
267,253
Q1 2025 Added 1.06%
$102B
$25.6 Million 1.27% of portfolio
127,158
Q1 2025 Added 487.25%
$741B
$25.2 Million 1.24% of portfolio
102,548
Q1 2025 Reduced 1.03%
$405B
$24.9 Million 1.23% of portfolio
150,110
Q1 2025 Reduced 11.32%
$0
$23.3 Million 1.15% of portfolio
41,403
Q1 2025 Added 1.21%
$92.9B
$21.6 Million 1.07% of portfolio
317,896
Q1 2025 Reduced 7.4%
$51.8B
$20 Million 0.99% of portfolio
20,222
Q1 2025 Reduced 0.97%
$177B
$17.8 Million 0.88% of portfolio
46,534
Q1 2025 Reduced 6.44%
$19.6B
$16.6 Million 0.82% of portfolio
48,864
Q1 2025 Added 159.24%
$210B
$13.7 Million 0.68% of portfolio
152,976
Q1 2025 Reduced 48.07%
$88.8B
$12.6 Million 0.62% of portfolio
37,502
Q3 2023 Added 3.08%
$182B
$10.3 Million 0.51% of portfolio
68,364
Q1 2025 Reduced 12.2%
$376B
$10 Million 0.5% of portfolio
58,834
Q1 2025 Added 1.88%
$194B
$9.51 Million 0.47% of portfolio
30,467
Q1 2025 Added 7.03%
$330B
$9.28 Million 0.46% of portfolio
222,425
Q1 2025 Reduced 18.44%
$126B
$8.6 Million 0.43% of portfolio
28,151
Q1 2025 Added 0.04%
$160B
$8.52 Million 0.42% of portfolio
116,947
Q1 2025 Added 33.73%
$430B
$8.35 Million 0.41% of portfolio
70,184
Q1 2025 Added 1.1%
$5.12B
$7.38 Million 0.36% of portfolio
316,755
Q1 2025 Reduced 36.2%
$52.1B
$7.23 Million 0.36% of portfolio
110,970
Q4 2024 Reduced 19.3%
$0
$6.82 Million 0.34% of portfolio
116,864
Q1 2025 Added 1.77%
$310B
$6.76 Million 0.33% of portfolio
94,426
Q1 2025 Reduced 2.07%
$0
$6.23 Million 0.31% of portfolio
76,262
Q1 2025 Added 0.49%
$481M
$5.97 Million 0.3% of portfolio
302,000
Q4 2024 New
$0
$5.9 Million 0.29% of portfolio
104,086
Q1 2025 Reduced 0.38%
$75.7B
$5.87 Million 0.29% of portfolio
62,663
Q1 2025 Reduced 4.26%
$347B
$5.79 Million 0.29% of portfolio
27,654
Q1 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $2.02 Billion
  • Prior Value $2.07 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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