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
$0
$6.82 Million 0.31% of portfolio
76,328
Q2 2025 Added 0.09%
$306B
$6.62 Million 0.3% of portfolio
93,576
Q2 2025 Reduced 0.9%
$0
$6.04 Million 0.28% of portfolio
122,050
Q2 2025 Added 0.39%
$70.9B
$5.59 Million 0.26% of portfolio
61,508
Q2 2025 Reduced 1.84%
$229B
$5.67 Million 0.26% of portfolio
38,819
Q2 2025 Reduced 2.63%
$351B
$5.18 Million 0.24% of portfolio
27,900
Q2 2025 Added 0.89%
$17.3B
$5.29 Million 0.24% of portfolio
69,800
Q2 2025 Added 0.58%
$405B
$5.14 Million 0.24% of portfolio
14,027
Q2 2025 Reduced 4.82%
$6.39B
$5.13 Million 0.23% of portfolio
233,295
Q2 2025 Reduced 26.35%
$55.1B
$4.79 Million 0.22% of portfolio
8,456
Q2 2025 Added 77.24%
$0
$4.58 Million 0.21% of portfolio
25,217
Q2 2025 Added 4.73%
$3.39B
$4.4 Million 0.2% of portfolio
319,138
Q2 2025 Added 0.07%
$488M
$4.19 Million 0.19% of portfolio
242,676
Q2 2025 Reduced 19.64%
$78.6B
$3.95 Million 0.18% of portfolio
29,619
Q4 2024 Reduced 0.39%
$9.98B
$3.77 Million 0.17% of portfolio
55,825
Q1 2025 Reduced 5.42%
$229B
$3.66 Million 0.17% of portfolio
26,915
Q2 2025 Added 3.08%
$551B
$3.21 Million 0.15% of portfolio
9,045
Q2 2025 Reduced 0.81%
$0
$3.03 Million 0.14% of portfolio
14,055
Q2 2025 Reduced 2.83%
$64.2B
$3 Million 0.14% of portfolio
10,623
Q2 2025 Reduced 26.61%
$0
$2.88 Million 0.13% of portfolio
28,927
Q2 2025 Reduced 22.37%
$31.6B
$2.75 Million 0.13% of portfolio
33,090
Q3 2023 Added 3.08%
$232B
$2.63 Million 0.12% of portfolio
9,632
Q2 2025 Reduced 8.41%
$72.7B
$2.56 Million 0.12% of portfolio
9,612
Q2 2025 Added 2.47%
$187B
$2.49 Million 0.11% of portfolio
6,146
Q2 2025 Reduced 17.14%
$35.1B
$2.5 Million 0.11% of portfolio
11,939
Q2 2025 Reduced 21.5%
$68B
$2.33 Million 0.11% of portfolio
51,415
Q2 2025 Reduced 0.4%
$80B
$2.27 Million 0.1% of portfolio
9,163
Q3 2024 Reduced 0.02%
$207B
$1.96 Million 0.09% of portfolio
15,840
Q2 2025 Reduced 20.98%
$0
$1.88 Million 0.09% of portfolio
22,110
Q2 2025 Reduced 14.12%
$135B
$1.92 Million 0.09% of portfolio
8,328
Q2 2025 Reduced 2.69%
$14.6B
$1.8 Million 0.08% of portfolio
12,500
Q3 2024 Reduced 5.3%
$8.95B
$1.79 Million 0.08% of portfolio
26,649
Q2 2025 Reduced 8.21%
$302B
$1.79 Million 0.08% of portfolio
12,502
Q2 2025 Reduced 10.87%
$222B
$1.64 Million 0.08% of portfolio
5,616
Q2 2025 Reduced 0.58%
$0
$1.68 Million 0.08% of portfolio
2,717
Q2 2025 Reduced 6.98%
$0
$1.83 Million 0.08% of portfolio
37,881
Q2 2025 Reduced 0.02%
$48.5B
$1.78 Million 0.08% of portfolio
13,459
Q2 2025 Added 30.44%
$153B
$1.63 Million 0.07% of portfolio
3,215
Q2 2025 Reduced 1.53%
$218B
$1.57 Million 0.07% of portfolio
4,044
Q2 2025 Reduced 1.32%
$55B
$1.47 Million 0.07% of portfolio
20,091
Q2 2025 Reduced 3.83%
$63.8B
$1.51 Million 0.07% of portfolio
14,981
Q2 2025 Reduced 27.14%
$306B
$1.5 Million 0.07% of portfolio
5,836
Q2 2025 Reduced 0.12%
$0
$1.46 Million 0.07% of portfolio
81,045
Q2 2025 Reduced 76.95%
$27.4B
$1.52 Million 0.07% of portfolio
9,353
Q2 2025 Reduced 34.16%
$86B
$1.64 Million 0.07% of portfolio
23,725
Q1 2025 Reduced 39.0%
$25B
$1.26 Million 0.06% of portfolio
6,880
Q2 2025 Reduced 1.29%
$217B
$1.24 Million 0.06% of portfolio
215
Q2 2025 Reduced 1.38%
$95.6B
$1.4 Million 0.06% of portfolio
6,101
Q4 2024 Added 3.74%
$0
$1.31 Million 0.06% of portfolio
29,020
Q2 2025 Reduced 0.75%

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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