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
$356B
$7.5 Million 0.32% of portfolio
48,839
Q3 2025 Reduced 4.02%
$0
$7.23 Million 0.31% of portfolio
77,487
Q3 2025 Added 1.52%
$262B
$6.54 Million 0.28% of portfolio
39,069
Q3 2025 Added 0.64%
$386B
$6.44 Million 0.28% of portfolio
27,800
Q3 2025 Reduced 0.36%
$158B
$6.46 Million 0.28% of portfolio
26,183
Q3 2025 Reduced 9.7%
$0
$6.47 Million 0.28% of portfolio
119,469
Q3 2025 Reduced 2.11%
$298B
$6.2 Million 0.27% of portfolio
93,551
Q3 2025 Reduced 0.03%
$5.51B
$5.95 Million 0.26% of portfolio
210,247
Q3 2025 Reduced 9.88%
$389B
$5.66 Million 0.24% of portfolio
13,979
Q3 2025 Reduced 0.34%
$3.66B
$4.9 Million 0.21% of portfolio
324,169
Q3 2025 Added 1.58%
$0
$4.81 Million 0.21% of portfolio
25,368
Q3 2025 Added 0.6%
$16.1B
$4.61 Million 0.2% of portfolio
68,910
Q3 2025 Reduced 1.28%
$0
$4.36 Million 0.19% of portfolio
72,839
Q3 2025 Added 23.97%
$47.3B
$4.48 Million 0.19% of portfolio
8,993
Q3 2025 Added 6.35%
$82.5B
$3.89 Million 0.17% of portfolio
29,619
Q4 2024 Reduced 0.39%
$64.3B
$3.9 Million 0.17% of portfolio
48,813
Q3 2025 Reduced 20.64%
$216B
$3.5 Million 0.15% of portfolio
26,110
Q3 2025 Reduced 2.99%
$557B
$3.21 Million 0.14% of portfolio
9,417
Q3 2025 Added 4.11%
$222B
$2.98 Million 0.13% of portfolio
6,146
Q2 2025 Reduced 17.14%
$30.8B
$2.73 Million 0.12% of portfolio
33,090
Q3 2023 Added 3.08%
$0
$2.88 Million 0.12% of portfolio
26,059
Q3 2025 Reduced 9.91%
$53.8B
$2.82 Million 0.12% of portfolio
10,353
Q3 2025 Reduced 2.54%
$69.4B
$2.45 Million 0.11% of portfolio
50,620
Q3 2025 Reduced 1.55%
$69.5B
$2.55 Million 0.11% of portfolio
9,812
Q3 2025 Added 2.08%
$74.9B
$2.39 Million 0.1% of portfolio
9,163
Q3 2024 Reduced 0.02%
$37.2B
$2.32 Million 0.1% of portfolio
11,589
Q3 2025 Reduced 2.93%
$14.6B
$2.22 Million 0.1% of portfolio
12,500
Q3 2024 Reduced 5.3%
$260B
$2.19 Million 0.09% of portfolio
9,232
Q3 2025 Reduced 4.15%
$0
$2.02 Million 0.09% of portfolio
37,867
Q3 2025 Reduced 0.04%
$205B
$2.02 Million 0.09% of portfolio
17,611
Q3 2025 Added 11.18%
$309B
$2.09 Million 0.09% of portfolio
13,438
Q3 2025 Added 7.49%
$0
$1.81 Million 0.08% of portfolio
2,717
Q2 2025 Reduced 6.98%
$338B
$1.76 Million 0.08% of portfolio
5,836
Q2 2025 Reduced 0.12%
$305B
$1.93 Million 0.08% of portfolio
4,044
Q2 2025 Reduced 1.32%
$0
$1.98 Million 0.08% of portfolio
22,110
Q2 2025 Reduced 14.12%
$103B
$1.79 Million 0.08% of portfolio
23,725
Q1 2025 Reduced 39.0%
$135B
$1.97 Million 0.08% of portfolio
8,328
Q2 2025 Reduced 2.69%
$220B
$1.71 Million 0.07% of portfolio
5,616
Q2 2025 Reduced 0.58%
$50.5B
$1.65 Million 0.07% of portfolio
13,629
Q3 2025 Added 1.26%
$6.62B
$1.63 Million 0.07% of portfolio
36,237
Q3 2025 Added 35.98%
$34B
$1.67 Million 0.07% of portfolio
7,028
Q3 2025 Added 105.8%
$82B
$1.34 Million 0.06% of portfolio
6,059
Q3 2025 Reduced 0.69%
$139B
$1.47 Million 0.06% of portfolio
3,215
Q2 2025 Reduced 1.53%
$0
$1.47 Million 0.06% of portfolio
24,520
Q3 2025 Reduced 15.51%
$0
$1.25 Million 0.05% of portfolio
1,669
Q3 2025 Added 1.21%
$52.4B
$1.22 Million 0.05% of portfolio
1,910
Q1 2025 Added 4.37%
$0
$1.23 Million 0.05% of portfolio
4,184
Q3 2025 Added 0.89%
$164B
$1.17 Million 0.05% of portfolio
34,750
Q3 2025 Added 9.28%
$25.5B
$1.15 Million 0.05% of portfolio
6,880
Q2 2025 Reduced 1.29%

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
Track This Portfolio

Track Birch Hill Investment Advisors LLC Portfolio

Follow Birch Hill Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Hill Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Hill Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email