Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.32 Billion
  • Q3 2025

Birch Hill Investment Advisors LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.32 Billion distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $147M, Amazon Com Inc with a value of $120M, Berkshire Hathaway Inc Class B with a value of $110M, Apple Inc. with a value of $93.5M, and Amphenol Corp with a value of $93.7M.

Examining the 13F form we can see an increase of $139M in the current position value, from $2.18B to 2.32B.

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

Portfolio value $2.32 Billion
Technology: $677 Million
Financial Services: $335 Million
Industrials: $275 Million
Consumer Cyclical: $251 Million
Healthcare: $241 Million
Consumer Defensive: $150 Million
Communication Services: $145 Million
ETFs: $131 Million
Other: $118 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$147 Million 6.33% of portfolio
284,203
Q3 2025 Added 0.39%
$2.49T
$120 Million 5.16% of portfolio
546,250
Q3 2025 Reduced -0.0%
$621B
$110 Million 4.71% of portfolio
217,830
Q3 2025 Reduced 0.59%
$4.35T
$93.5 Million 4.03% of portfolio
367,388
Q3 2025 Added 2.71%
$82.9B
$93.7 Million 4.03% of portfolio
757,569
Q3 2025 Reduced 2.29%
$1.68T
$92.6 Million 3.98% of portfolio
380,734
Q3 2025 Reduced 9.65%
$88.4B
$88.5 Million 3.81% of portfolio
439,022
Q3 2025 Added 2.91%
$163B
$88.4 Million 3.8% of portfolio
611,302
Q3 2025 Reduced 0.19%
$73.1B
$80.5 Million 3.47% of portfolio
294,056
Q3 2025 Reduced 0.41%
$276B
$78.1 Million 3.36% of portfolio
276,664
Q3 2025 Added 2.34%
$42.5B
$68.4 Million 2.94% of portfolio
195,753
Q3 2025 Reduced 0.81%
$79.5B
$67.4 Million 2.9% of portfolio
537,998
Q3 2025 Reduced 0.35%
$109B
$60.2 Million 2.59% of portfolio
153,602
Q3 2025 Added 3.57%
$51B
$58.9 Million 2.53% of portfolio
757,065
Q3 2025 Reduced 0.46%
$188B
$58.4 Million 2.51% of portfolio
85,493
Q3 2025 Added 3.76%
$45.5B
$54.2 Million 2.33% of portfolio
803,715
Q3 2025 Reduced 5.47%
$159B
$51.4 Million 2.21% of portfolio
105,545
Q3 2025 Added 0.41%
$1.72T
$48.3 Million 2.08% of portfolio
198,341
Q3 2025 Reduced 5.11%
$13.6B
$46.7 Million 2.01% of portfolio
198,170
Q3 2025 Added 0.0%
$421B
$37.8 Million 1.63% of portfolio
39,017
Q3 2025 Added 15,321.74%
$20.9B
$35.8 Million 1.54% of portfolio
136,470
Q3 2025 Added 87.38%
$526B
$34.4 Million 1.48% of portfolio
60,535
Q3 2025 Reduced 1.19%
$36.2B
$33.1 Million 1.42% of portfolio
444,175
Q3 2025 Added 1.48%
$403B
$32.9 Million 1.41% of portfolio
35,524
Q3 2025 Reduced 0.41%
$913B
$31.2 Million 1.34% of portfolio
99,053
Q3 2025 Reduced 2.34%
$120B
$28.8 Million 1.24% of portfolio
117,344
Q3 2025 Added 0.73%
$0
$27.4 Million 1.18% of portfolio
40,940
Q3 2025 Reduced 0.68%
$494B
$25.7 Million 1.1% of portfolio
138,455
Q3 2025 Reduced 8.52%
$201B
$25.3 Million 1.09% of portfolio
179,957
Q3 2025 Added 12.2%
$0
$25.1 Million 1.08% of portfolio
211,405
Q3 2025 Reduced 12.06%
$505B
$21.8 Million 0.94% of portfolio
116,678
Q3 2025 Added 75.94%
$49.5B
$19.2 Million 0.83% of portfolio
20,169
Q3 2025 Reduced 0.15%
$3.76B
$18.1 Million 0.78% of portfolio
446,861
Q3 2025 Added 39.86%
$16.8B
$17.5 Million 0.75% of portfolio
53,147
Q3 2025 Added 4.79%
$104B
$15.8 Million 0.68% of portfolio
37,502
Q3 2023 Added 3.08%
$78.8B
$12.2 Million 0.52% of portfolio
194,781
Q3 2025 Reduced 33.15%
$160B
$12.1 Million 0.52% of portfolio
160,804
Q3 2025 Added 19.78%
$191B
$11.6 Million 0.5% of portfolio
118,142
Q3 2025 Reduced 0.58%
$429B
$10.5 Million 0.45% of portfolio
203,141
Q3 2025 Reduced 6.09%
$0
$9.63 Million 0.41% of portfolio
145,171
Q3 2025 Reduced 1.61%
$59.6B
$9.23 Million 0.4% of portfolio
102,850
Q3 2025 Reduced 5.77%
$11.2B
$8.95 Million 0.39% of portfolio
120,441
Q3 2025 Added 115.75%
$708B
$8.86 Million 0.38% of portfolio
31,500
Q3 2025 Reduced 2.37%
$108B
$8.22 Million 0.35% of portfolio
28,006
Q3 2025 Reduced 0.94%
$150B
$8.25 Million 0.35% of portfolio
24,999
Q3 2025 Reduced 2.21%
$477B
$7.84 Million 0.34% of portfolio
69,519
Q3 2025 Reduced 0.13%
$218B
$7.92 Million 0.34% of portfolio
94,308
Q3 2025 Reduced 11.51%
$158B
$7.71 Million 0.33% of portfolio
21,864
Q3 2025 Reduced 47.66%
$0
$7.56 Million 0.33% of portfolio
115,821
Q3 2025 Reduced 0.83%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $2.32 Billion
  • Prior Value $2.18 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Birch Hill Investment Advisors LLC Portfolio

Follow Birch Hill Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Hill Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Hill Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email