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
$3.83T
$147 Million 6.33% of portfolio
284,203
Q3 2025 Added 0.39%
$2.54T
$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%
$4.34T
$93.5 Million 4.03% of portfolio
367,388
Q3 2025 Added 2.71%
$81.3B
$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%
$89.5B
$88.5 Million 3.81% of portfolio
439,022
Q3 2025 Added 2.91%
$165B
$88.4 Million 3.8% of portfolio
611,302
Q3 2025 Reduced 0.19%
$73.7B
$80.5 Million 3.47% of portfolio
294,056
Q3 2025 Reduced 0.41%
$270B
$78.1 Million 3.36% of portfolio
276,664
Q3 2025 Added 2.34%
$41.5B
$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%
$108B
$60.2 Million 2.59% of portfolio
153,602
Q3 2025 Added 3.57%
$52B
$58.9 Million 2.53% of portfolio
757,065
Q3 2025 Reduced 0.46%
$186B
$58.4 Million 2.51% of portfolio
85,493
Q3 2025 Added 3.76%
$45.6B
$54.2 Million 2.33% of portfolio
803,715
Q3 2025 Reduced 5.47%
$163B
$51.4 Million 2.21% of portfolio
105,545
Q3 2025 Added 0.41%
$1.69T
$48.3 Million 2.08% of portfolio
198,341
Q3 2025 Reduced 5.11%
$13.4B
$46.7 Million 2.01% of portfolio
198,170
Q3 2025 Added 0.0%
$409B
$37.8 Million 1.63% of portfolio
39,017
Q3 2025 Added 15,321.74%
$21.2B
$35.8 Million 1.54% of portfolio
136,470
Q3 2025 Added 87.38%
$527B
$34.4 Million 1.48% of portfolio
60,535
Q3 2025 Reduced 1.19%
$36.4B
$33.1 Million 1.42% of portfolio
444,175
Q3 2025 Added 1.48%
$416B
$32.9 Million 1.41% of portfolio
35,524
Q3 2025 Reduced 0.41%
$907B
$31.2 Million 1.34% of portfolio
99,053
Q3 2025 Reduced 2.34%
$118B
$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%
$489B
$25.7 Million 1.1% of portfolio
138,455
Q3 2025 Reduced 8.52%
$197B
$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%
$495B
$21.8 Million 0.94% of portfolio
116,678
Q3 2025 Added 75.94%
$48.3B
$19.2 Million 0.83% of portfolio
20,169
Q3 2025 Reduced 0.15%
$3.77B
$18.1 Million 0.78% of portfolio
446,861
Q3 2025 Added 39.86%
$16.9B
$17.5 Million 0.75% of portfolio
53,147
Q3 2025 Added 4.79%
$100B
$15.8 Million 0.68% of portfolio
37,502
Q3 2023 Added 3.08%
$76.9B
$12.2 Million 0.52% of portfolio
194,781
Q3 2025 Reduced 33.15%
$161B
$12.1 Million 0.52% of portfolio
160,804
Q3 2025 Added 19.78%
$187B
$11.6 Million 0.5% of portfolio
118,142
Q3 2025 Reduced 0.58%
$430B
$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%
$54.6B
$9.23 Million 0.4% of portfolio
102,850
Q3 2025 Reduced 5.77%
$10.9B
$8.95 Million 0.39% of portfolio
120,441
Q3 2025 Added 115.75%
$669B
$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%
$143B
$8.25 Million 0.35% of portfolio
24,999
Q3 2025 Reduced 2.21%
$476B
$7.84 Million 0.34% of portfolio
69,519
Q3 2025 Reduced 0.13%
$212B
$7.92 Million 0.34% of portfolio
94,308
Q3 2025 Reduced 11.51%
$156B
$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
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