Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.07 Billion
  • Q4 2024

Birch Hill Investment Advisors LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $121M, Microsoft Corp with a value of $117M, Berkshire Hathaway Inc Class B with a value of $105M, Marsh & Mclennan Companies, Inc. with a value of $91.4M, and Alphabet Inc. with a value of $87M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $2.06B to 2.07B.

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

Portfolio value $2.07 Billion
Technology: $496 Million
Financial Services: $327 Million
Healthcare: $238 Million
Consumer Cyclical: $235 Million
Industrials: $229 Million
Consumer Defensive: $185 Million
Communication Services: $134 Million
ETFs: $117 Million
Other: $99.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.5 Million 1.47% of portfolio
264,452
Q4 2024 Added 2.42%
$0
$24.1 Million 1.16% of portfolio
40,906
Q4 2024 Reduced 10.78%
$0
$7.15 Million 0.35% of portfolio
114,829
Q4 2024 Added 5.2%
$0
$5.74 Million 0.28% of portfolio
75,889
Q4 2024 Added 0.08%
$0
$5.74 Million 0.28% of portfolio
104,485
Q4 2024 Added 8.77%
$0
$5.35 Million 0.26% of portfolio
121,562
Q4 2024 Added 1.55%
$0
$4.38 Million 0.21% of portfolio
40,357
Q4 2024 Added 7.14%
$0
$3.06 Million 0.15% of portfolio
13,839
Q4 2024 Added 0.25%
$0
$2.94 Million 0.14% of portfolio
16,790
Q4 2024 New
$0
$2.79 Million 0.13% of portfolio
58,268
Q4 2024 Reduced 0.16%
$0
$2.21 Million 0.11% of portfolio
25,795
Q4 2024 Added 3.35%
$0
$1.58 Million 0.08% of portfolio
37,779
Q4 2024 Reduced 0.45%
$0
$1.7 Million 0.08% of portfolio
2,902
Q4 2024 Added 0.62%
$0
$1.15 Million 0.06% of portfolio
2,128
Q4 2024 Reduced 13.21%
$0
$933,000 0.05% of portfolio
1,502
Q2 2024 Added 25.69%
$0
$1.1 Million 0.05% of portfolio
28,880
Q4 2024 Added 4.3%
$0
$961,000 0.05% of portfolio
10,876
Q4 2024 Reduced 22.58%
$0
$605,000 0.03% of portfolio
2,521
Q4 2024 Reduced 0.16%
$0
$520,000 0.03% of portfolio
5,373
Q2 2023 Reduced 1.83%
$0
$705,000 0.03% of portfolio
6,950
Q4 2024 Reduced 2.54%
$0
$712,000 0.03% of portfolio
3,734
Q4 2024 Reduced 2.07%
$0
$683,000 0.03% of portfolio
8,973
Q4 2024 Added 5.96%
$0
$313,000 0.02% of portfolio
1,293
Q3 2024 Reduced 4.08%
$0
$395,000 0.02% of portfolio
1,151
Q1 2023 New
$0
$394,000 0.02% of portfolio
9,391
Q4 2024 Added 32.83%
$0
$332,000 0.02% of portfolio
3,014
Q4 2024 Reduced 4.59%
$0
$398,000 0.02% of portfolio
5,666
Q4 2024 Added 28.98%
$0
$248,000 0.01% of portfolio
3,200
Q4 2023 New
$0
$272,000 0.01% of portfolio
478
Q4 2023 Reduced 10.82%
$89.2B
$296,000 0.01% of portfolio
1,225
Q2 2024 Reduced 14.04%
$0
$221,000 0.01% of portfolio
3,666
Q4 2024 New
$0
$243,000 0.01% of portfolio
841
Q4 2024 Reduced 5.61%
$0
$217,000 0.01% of portfolio
650
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $2.07 Billion
  • Prior Value $2.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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