Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.18 Billion
  • Q2 2025

Birch Hill Investment Advisors LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.18 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $141M, Amazon Com Inc with a value of $120M, Berkshire Hathaway Inc Class B with a value of $106M, Marsh & Mclennan Companies, Inc. with a value of $93.3M, and International Business Machines Corp with a value of $79.7M.

Examining the 13F form we can see an increase of $162M in the current position value, from $2.02B to 2.18B.

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

Portfolio value $2.18 Billion
Technology: $598 Million
Financial Services: $339 Million
Industrials: $265 Million
Healthcare: $234 Million
Consumer Cyclical: $233 Million
Consumer Defensive: $167 Million
ETFs: $124 Million
Communication Services: $115 Million
Other: $109 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$141 Million 6.45% of portfolio
283,105
Q2 2025 Reduced 0.1%
$2.26T
$120 Million 5.49% of portfolio
546,256
Q2 2025 Reduced 0.15%
$621B
$106 Million 4.87% of portfolio
219,128
Q2 2025 Reduced 2.56%
$101B
$93.3 Million 4.27% of portfolio
426,623
Q2 2025 Reduced 0.9%
$210B
$79.7 Million 3.65% of portfolio
270,337
Q2 2025 Reduced 0.91%
$78.8B
$79.6 Million 3.64% of portfolio
295,261
Q2 2025 Reduced 2.71%
$66.5B
$76.6 Million 3.51% of portfolio
775,352
Q2 2025 Reduced 1.57%
$155B
$75.6 Million 3.46% of portfolio
612,471
Q2 2025 Reduced 2.42%
$1.21T
$74.3 Million 3.4% of portfolio
421,416
Q2 2025 Reduced 5.42%
$3.69T
$73.4 Million 3.36% of portfolio
357,701
Q2 2025 Added 1.32%
$79.5B
$67.6 Million 3.09% of portfolio
539,914
Q2 2025 Added 1.4%
$99.5B
$66 Million 3.02% of portfolio
148,314
Q2 2025 Added 0.01%
$39.2B
$65.6 Million 3.0% of portfolio
197,351
Q2 2025 Reduced 0.26%
$201B
$64.9 Million 2.97% of portfolio
82,391
Q2 2025 Reduced 3.73%
$52.6B
$61 Million 2.79% of portfolio
850,196
Q2 2025 Reduced 2.6%
$47.6B
$59.5 Million 2.72% of portfolio
760,587
Q2 2025 Added 0.53%
$7.45B
$45.8 Million 2.1% of portfolio
186,198
Q2 2025 Added 1.48%
$14B
$41.1 Million 1.88% of portfolio
198,169
Q2 2025 Added 0.93%
$42.2B
$38.6 Million 1.77% of portfolio
437,677
Q2 2025 Added 4.92%
$1.24T
$37.1 Million 1.7% of portfolio
209,020
Q2 2025 Reduced 4.1%
$439B
$35.3 Million 1.62% of portfolio
35,670
Q2 2025 Reduced 2.72%
$548B
$34.4 Million 1.58% of portfolio
61,262
Q2 2025 Reduced 3.38%
$859B
$29.4 Million 1.35% of portfolio
101,427
Q2 2025 Reduced 1.09%
$119B
$27.7 Million 1.27% of portfolio
116,489
Q2 2025 Reduced 8.39%
$0
$26.3 Million 1.2% of portfolio
240,394
Q2 2025 Reduced 10.05%
$0
$25.6 Million 1.17% of portfolio
41,220
Q2 2025 Reduced 0.44%
$452B
$23.1 Million 1.06% of portfolio
151,350
Q2 2025 Added 0.83%
$202B
$21.2 Million 0.97% of portfolio
160,390
Q2 2025 Added 134.61%
$48.5B
$21 Million 0.96% of portfolio
20,199
Q2 2025 Reduced 0.11%
$84.1B
$19.7 Million 0.9% of portfolio
291,385
Q2 2025 Reduced 8.34%
$19.9B
$18.9 Million 0.87% of portfolio
50,717
Q2 2025 Added 3.79%
$102B
$16.4 Million 0.75% of portfolio
37,502
Q3 2023 Added 3.08%
$157B
$16.2 Million 0.74% of portfolio
41,774
Q2 2025 Reduced 10.23%
$17.8B
$15.9 Million 0.73% of portfolio
72,832
Q2 2025 New
$4.04B
$13.6 Million 0.62% of portfolio
319,511
Q2 2025 Added 213.88%
$182B
$11.1 Million 0.51% of portfolio
118,831
Q2 2025 Added 1.61%
$456B
$10.5 Million 0.48% of portfolio
66,318
Q2 2025 Added 32.78%
$381B
$10.2 Million 0.47% of portfolio
216,314
Q2 2025 Reduced 2.75%
$141B
$9.32 Million 0.43% of portfolio
134,255
Q2 2025 Added 78.05%
$66.3B
$9.26 Million 0.42% of portfolio
109,150
Q2 2025 Reduced 1.64%
$0
$9.12 Million 0.42% of portfolio
147,541
Q2 2025 Added 41.75%
$124B
$8.72 Million 0.4% of portfolio
28,271
Q2 2025 Added 0.43%
$150B
$8.67 Million 0.4% of portfolio
28,994
Q2 2025 Reduced 4.83%
$203B
$8.44 Million 0.39% of portfolio
106,577
Q2 2025 Reduced 30.33%
$368B
$8.11 Million 0.37% of portfolio
50,884
Q2 2025 Reduced 13.51%
$442B
$7.5 Million 0.34% of portfolio
69,609
Q2 2025 Reduced 0.82%
$0
$7.24 Million 0.33% of portfolio
116,791
Q2 2025 Reduced 0.06%
$127B
$7.05 Million 0.32% of portfolio
25,564
Q2 2025 Reduced 10.82%
$684B
$7.05 Million 0.32% of portfolio
32,264
Q2 2025 Reduced 3.15%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $2.18 Billion
  • Prior Value $2.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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