Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025

Birch Hill Investment Advisors LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.02 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $120M, Microsoft Corp with a value of $106M, Marsh & Mclennan Companies, Inc. with a value of $105M, Amazon Com Inc with a value of $104M, and Apple Inc. with a value of $78.4M.

Examining the 13F form we can see an decrease of $47.4M in the current position value, from $2.07B to 2.02B.

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

Portfolio value $2.02 Billion
Technology: $504 Million
Financial Services: $356 Million
Healthcare: $231 Million
Industrials: $229 Million
Consumer Cyclical: $210 Million
Consumer Defensive: $159 Million
ETFs: $115 Million
Communication Services: $107 Million
Other: $105 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.1B
$1.23 Million 0.06% of portfolio
10,318
Q1 2025 Added 59.72%
$41.8B
$962,000 0.05% of portfolio
9,325
Q1 2025 Reduced 3.12%
$267B
$986,000 0.05% of portfolio
11,237
Q1 2025 Added 16.17%
$0
$1.06 Million 0.05% of portfolio
2,056
Q1 2025 Reduced 3.38%
$90.2B
$1.02 Million 0.05% of portfolio
4,264
Q4 2022 Added 0.59%
$0
$920,000 0.05% of portfolio
10,826
Q1 2025 Reduced 0.46%
$228B
$1 Million 0.05% of portfolio
218
Q4 2024 Added 1.4%
$0
$1.07 Million 0.05% of portfolio
4,147
Q1 2025 Added 2.02%
$48B
$1.08 Million 0.05% of portfolio
19,335
Q1 2025 Reduced 3.73%
$91.5B
$962,000 0.05% of portfolio
7,888
N/A
$85B
$827,000 0.04% of portfolio
5,638
Q1 2025 Reduced 4.41%
$0
$835,000 0.04% of portfolio
4,385
Q1 2025 Added 17.43%
$0
$895,000 0.04% of portfolio
1,649
Q1 2025 Added 9.79%
$275B
$868,000 0.04% of portfolio
5,471
Q4 2024 Added 1.31%
$93.8B
$722,000 0.04% of portfolio
31,800
Q3 2024 Reduced 7.17%
$1.62T
$757,000 0.04% of portfolio
1,314
Q1 2025 Added 0.92%
$31.5B
$598,000 0.03% of portfolio
12,050
Q1 2025 Added 10.05%
$161B
$608,000 0.03% of portfolio
2,872
Q1 2025 Reduced 1.03%
$141B
$527,000 0.03% of portfolio
20,805
Q1 2025 Reduced 9.37%
$146B
$697,000 0.03% of portfolio
3,402
Q1 2025 Added 16.83%
$61B
$557,000 0.03% of portfolio
2,287
Q3 2024 Reduced 5.46%
$950B
$619,000 0.03% of portfolio
2,391
Q1 2025 Added 2.49%
$0
$558,000 0.03% of portfolio
2,521
Q4 2024 Reduced 0.16%
$19.7B
$678,000 0.03% of portfolio
5,992
Q1 2025 Reduced 63.71%
$50.7B
$633,000 0.03% of portfolio
2,765
Q1 2024 Reduced 3.59%
$0
$654,000 0.03% of portfolio
7,051
Q1 2025 Added 1.45%
$241B
$605,000 0.03% of portfolio
2,250
Q1 2024 Reduced 4.62%
$5.69B
$672,000 0.03% of portfolio
5,539
Q1 2025 Added 124.34%
$155B
$672,000 0.03% of portfolio
2,160
Q1 2025 Added 5.62%
$33.8B
$620,000 0.03% of portfolio
6,450
Q4 2024 Reduced 1.53%
$0
$692,000 0.03% of portfolio
8,481
Q1 2025 Reduced 5.48%
$0
$545,000 0.03% of portfolio
5,450
Q1 2025 Added 1.43%
$183B
$522,000 0.03% of portfolio
11,512
Q4 2024 Reduced 0.86%
$309B
$364,000 0.02% of portfolio
5,079
Q1 2025 Reduced 1.03%
$39.2B
$318,000 0.02% of portfolio
4,248
Q1 2025 Reduced 16.71%
$14.7B
$385,000 0.02% of portfolio
2,166
Q1 2025 Reduced 1.28%
$104B
$324,000 0.02% of portfolio
5,400
Q1 2025 Reduced 0.15%
$101B
$334,000 0.02% of portfolio
5,482
Q1 2025 Reduced 31.53%
$305B
$492,000 0.02% of portfolio
940
Q1 2025 Reduced 19.04%
$241B
$341,000 0.02% of portfolio
625
Q2 2024 Reduced 0.79%
$160B
$316,000 0.02% of portfolio
8,578
Q1 2025 Reduced 63.55%
$206B
$367,000 0.02% of portfolio
13,002
Q4 2023 Reduced 3.92%
$0
$355,000 0.02% of portfolio
1,151
Q1 2023 New
$23.6B
$343,000 0.02% of portfolio
2,875
Q1 2025 Added 9.19%
$106B
$352,000 0.02% of portfolio
1,225
Q2 2024 Reduced 14.04%
$0
$457,000 0.02% of portfolio
11,921
Q1 2025 Added 26.94%
$253B
$476,000 0.02% of portfolio
6,500
Q2 2022 New
$53.1B
$327,000 0.02% of portfolio
2,120
Q1 2025 Added 6.0%
$179B
$393,000 0.02% of portfolio
2,562
Q1 2025 Reduced 0.39%

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $2.02 Billion
  • Prior Value $2.07 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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