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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.31 Million 0.26% of portfolio
351,620
Q1 2025 Reduced 22.49%
$92.6B
$4.8 Million 0.24% of portfolio
28,666
Q1 2025 Reduced 1.8%
$433B
$4.66 Million 0.23% of portfolio
33,312
Q1 2025 Reduced 3.59%
$3.1B
$4.44 Million 0.22% of portfolio
318,918
Q1 2025 Reduced 7.27%
$61.9B
$4.27 Million 0.21% of portfolio
14,474
Q1 2025 Reduced 14.5%
$10.6B
$3.75 Million 0.19% of portfolio
55,825
Q1 2025 Reduced 5.42%
$161B
$3.69 Million 0.18% of portfolio
7,417
Q1 2025 Added 1.78%
$236B
$3.46 Million 0.17% of portfolio
26,110
Q1 2025 Reduced 0.51%
$4.66B
$3.31 Million 0.16% of portfolio
101,795
Q1 2025 Added 190.43%
$597B
$3.2 Million 0.16% of portfolio
9,119
Q1 2025 Added 3.7%
$71.3B
$3.25 Million 0.16% of portfolio
29,619
Q4 2024 Reduced 0.39%
$37.4B
$2.76 Million 0.14% of portfolio
15,209
Q1 2025 Reduced 34.01%
$61.8B
$2.81 Million 0.14% of portfolio
4,771
Q1 2025 Added 6.83%
$291B
$2.82 Million 0.14% of portfolio
10,517
Q1 2025 Added 1.77%
$31.5B
$2.61 Million 0.13% of portfolio
14,205
Q1 2025 Reduced 90.43%
$33.9B
$2.65 Million 0.13% of portfolio
33,090
Q3 2023 Added 3.08%
$278B
$2.35 Million 0.12% of portfolio
14,027
Q1 2025 Reduced 7.73%
$73.9B
$2.26 Million 0.11% of portfolio
20,561
Q1 2025 Reduced 46.32%
$69.2B
$2.13 Million 0.11% of portfolio
9,380
Q1 2025 Added 1.26%
$10.6B
$2.26 Million 0.11% of portfolio
29,034
Q1 2025 Added 1.34%
$77.2B
$2.27 Million 0.11% of portfolio
9,163
Q3 2024 Reduced 0.02%
$66.7B
$2.18 Million 0.11% of portfolio
51,620
Q1 2025 Reduced 9.05%
$142B
$2.02 Million 0.1% of portfolio
8,558
Q1 2025 Added 1.39%
$207B
$1.98 Million 0.1% of portfolio
20,045
Q1 2025 Reduced 12.17%
$234B
$1.76 Million 0.09% of portfolio
5,649
Q1 2025 Reduced 2.85%
$12.8B
$1.63 Million 0.08% of portfolio
12,500
Q3 2024 Reduced 5.3%
$160B
$1.53 Million 0.08% of portfolio
3,265
Q1 2025 Reduced 7.17%
$82.1B
$1.61 Million 0.08% of portfolio
23,725
Q1 2025 Reduced 39.0%
$79.5B
$1.64 Million 0.08% of portfolio
25,805
Q1 2025 Reduced 30.11%
$3.87B
$1.62 Million 0.08% of portfolio
30,024
Q1 2025 Added 32.9%
$94.4B
$1.41 Million 0.07% of portfolio
6,101
Q4 2024 Added 3.74%
$187B
$1.35 Million 0.07% of portfolio
4,098
Q1 2025 Reduced 0.51%
$63.2B
$1.32 Million 0.07% of portfolio
20,891
Q1 2025 Reduced 1.12%
$26.2B
$1.22 Million 0.06% of portfolio
6,970
Q1 2023 Reduced 2.38%
$253B
$1.17 Million 0.06% of portfolio
5,843
Q2 2024 Added 10.47%
$55.1B
$1.23 Million 0.06% of portfolio
10,318
Q1 2025 Added 59.72%
$41.2B
$962,000 0.05% of portfolio
9,325
Q1 2025 Reduced 3.12%
$267B
$986,000 0.05% of portfolio
11,237
Q1 2025 Added 16.17%
$88.7B
$1.02 Million 0.05% of portfolio
4,264
Q4 2022 Added 0.59%
$211B
$1 Million 0.05% of portfolio
218
Q4 2024 Added 1.4%
$46.4B
$1.08 Million 0.05% of portfolio
19,335
Q1 2025 Reduced 3.73%
$89.5B
$962,000 0.05% of portfolio
7,888
N/A
$84.6B
$827,000 0.04% of portfolio
5,638
Q1 2025 Reduced 4.41%
$264B
$868,000 0.04% of portfolio
5,471
Q4 2024 Added 1.31%
$88.9B
$722,000 0.04% of portfolio
31,800
Q3 2024 Reduced 7.17%
$1.44T
$757,000 0.04% of portfolio
1,314
Q1 2025 Added 0.92%
$43.1B
$802,000 0.04% of portfolio
1,910
Q1 2025 Added 4.37%
$31.2B
$598,000 0.03% of portfolio
12,050
Q1 2025 Added 10.05%
$150B
$608,000 0.03% of portfolio
2,872
Q1 2025 Reduced 1.03%

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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