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
$202B
$1.16 Million 0.05% of portfolio
215
Q2 2025 Reduced 1.38%
$0
$1.23 Million 0.05% of portfolio
2,013
Q3 2025 Added 0.35%
$84.6B
$1.11 Million 0.05% of portfolio
4,264
Q4 2022 Added 0.59%
$275B
$1.21 Million 0.05% of portfolio
11,737
Q3 2025 Reduced 3.73%
$49.7B
$1.2 Million 0.05% of portfolio
20,091
Q2 2025 Reduced 3.83%
$81.4B
$889,000 0.04% of portfolio
12,754
Q3 2025 Reduced 21.63%
$1.44T
$985,000 0.04% of portfolio
2,215
Q3 2025 Added 0.91%
$394B
$836,000 0.04% of portfolio
4,586
Q2 2025 Reduced 4.48%
$224B
$887,000 0.04% of portfolio
5,471
Q4 2024 Added 1.31%
$1.46T
$1.02 Million 0.04% of portfolio
1,386
Q2 2025 Added 5.48%
$70.3B
$1.04 Million 0.04% of portfolio
12,481
Q3 2025 Reduced 16.69%
$0
$851,000 0.04% of portfolio
7,051
Q1 2025 Added 1.45%
$92B
$867,000 0.04% of portfolio
5,588
Q3 2025 Added 9.4%
$95.7B
$976,000 0.04% of portfolio
7,888
N/A
$0
$892,000 0.04% of portfolio
4,323
Q3 2025 Reduced 0.96%
$0
$1.03 Million 0.04% of portfolio
10,706
Q3 2025 Reduced 0.93%
$0
$638,000 0.03% of portfolio
45,245
Q3 2025 Reduced 44.17%
$0
$641,000 0.03% of portfolio
2,521
Q4 2024 Reduced 0.16%
$4.92B
$790,000 0.03% of portfolio
12,505
Q3 2025 Reduced 37.22%
$29.3B
$637,000 0.03% of portfolio
10,850
Q2 2025 Reduced 9.96%
$135B
$604,000 0.03% of portfolio
2,872
Q1 2025 Reduced 1.03%
$5.84B
$797,000 0.03% of portfolio
6,194
Q3 2025 Added 3.6%
$38.6B
$780,000 0.03% of portfolio
8,537
Q2 2025 Reduced 8.45%
$48.9B
$782,000 0.03% of portfolio
12,787
Q2 2025 Reduced 33.87%
$0
$802,000 0.03% of portfolio
8,635
Q3 2025 Added 0.1%
$160B
$609,000 0.03% of portfolio
2,160
Q1 2025 Added 5.62%
$0
$620,000 0.03% of portfolio
5,450
Q1 2025 Added 1.43%
$31.9B
$585,000 0.03% of portfolio
6,450
Q4 2024 Reduced 1.53%
$270B
$747,000 0.03% of portfolio
2,250
Q1 2024 Reduced 4.62%
$0
$789,000 0.03% of portfolio
17,522
Q3 2025 Reduced 5.53%
$157B
$530,000 0.02% of portfolio
2,676
Q3 2025 Reduced 8.14%
$330B
$425,000 0.02% of portfolio
5,079
Q1 2025 Reduced 1.03%
$267B
$464,000 0.02% of portfolio
6,500
Q2 2022 New
$820B
$438,000 0.02% of portfolio
575
Q3 2025 Reduced 4.17%
$101B
$451,000 0.02% of portfolio
6,834
Q3 2025 Added 26.56%
$0
$461,000 0.02% of portfolio
1,638
Q3 2025 New
$51B
$428,000 0.02% of portfolio
2,290
Q3 2025 Reduced 2.14%
$0
$463,000 0.02% of portfolio
1,151
Q1 2023 New
$176B
$367,000 0.02% of portfolio
13,002
Q4 2023 Reduced 3.92%
$167B
$505,000 0.02% of portfolio
11,512
Q3 2025 Added 9.51%
$104B
$410,000 0.02% of portfolio
2,400
Q2 2025 Added 26.32%
$0
$421,000 0.02% of portfolio
1,293
Q3 2024 Reduced 4.08%
$21.1B
$565,000 0.02% of portfolio
5,742
Q2 2025 Reduced 4.17%
$300B
$360,000 0.02% of portfolio
5,269
Q3 2025 New
$127B
$476,000 0.02% of portfolio
1,340
Q2 2025 Added 9.39%
$203B
$426,000 0.02% of portfolio
2,562
Q1 2025 Reduced 0.39%
$0
$488,000 0.02% of portfolio
3,879
Q3 2025 Added 2.13%
$269B
$497,000 0.02% of portfolio
625
Q2 2024 Reduced 0.79%
$23B
$360,000 0.02% of portfolio
3,433
Q4 2024 Added 3.56%

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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