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
$86B
$1.16 Million 0.05% of portfolio
4,264
Q4 2022 Added 0.59%
$281B
$1.19 Million 0.05% of portfolio
12,192
Q2 2025 Added 8.5%
$1.78T
$1.02 Million 0.05% of portfolio
1,386
Q2 2025 Added 5.48%
$261B
$996,000 0.05% of portfolio
5,471
Q4 2024 Added 1.31%
$0
$1.09 Million 0.05% of portfolio
1,649
Q1 2025 Added 9.79%
$0
$1.16 Million 0.05% of portfolio
4,147
Q1 2025 Added 2.02%
$94.4B
$1.16 Million 0.05% of portfolio
16,274
Q2 2025 Reduced 36.93%
$0
$993,000 0.05% of portfolio
10,806
Q2 2025 Reduced 0.18%
$4.49B
$1.1 Million 0.05% of portfolio
19,919
Q2 2025 Reduced 33.66%
$54.3B
$1.02 Million 0.05% of portfolio
1,910
Q1 2025 Added 4.37%
$0
$1.14 Million 0.05% of portfolio
2,006
Q2 2025 Reduced 2.43%
$0
$776,000 0.04% of portfolio
7,051
Q1 2025 Added 1.45%
$36.7B
$845,000 0.04% of portfolio
8,537
Q2 2025 Reduced 8.45%
$40.5B
$829,000 0.04% of portfolio
3,415
Q2 2025 New
$16.1B
$858,000 0.04% of portfolio
13,345
Q2 2025 Reduced 64.28%
$0
$766,000 0.04% of portfolio
18,547
Q2 2025 Added 55.58%
$87.3B
$777,000 0.04% of portfolio
5,108
Q2 2025 Reduced 9.4%
$95.8B
$930,000 0.04% of portfolio
7,888
N/A
$0
$769,000 0.04% of portfolio
8,626
Q2 2025 Added 1.71%
$30.2B
$631,000 0.03% of portfolio
10,850
Q2 2025 Reduced 9.96%
$146B
$668,000 0.03% of portfolio
2,872
Q1 2025 Reduced 1.03%
$367B
$625,000 0.03% of portfolio
4,586
Q2 2025 Reduced 4.48%
$1.08T
$697,000 0.03% of portfolio
2,195
Q2 2025 Reduced 8.2%
$6.19B
$723,000 0.03% of portfolio
5,979
Q2 2025 Added 7.94%
$150B
$575,000 0.03% of portfolio
2,913
Q2 2025 Reduced 14.37%
$51B
$722,000 0.03% of portfolio
12,787
Q2 2025 Reduced 33.87%
$0
$597,000 0.03% of portfolio
2,521
Q4 2024 Reduced 0.16%
$32.4B
$587,000 0.03% of portfolio
6,450
Q4 2024 Reduced 1.53%
$0
$610,000 0.03% of portfolio
5,450
Q1 2025 Added 1.43%
$89.6B
$712,000 0.03% of portfolio
31,800
Q3 2024 Reduced 7.17%
$227B
$717,000 0.03% of portfolio
2,250
Q1 2024 Reduced 4.62%
$152B
$603,000 0.03% of portfolio
2,160
Q1 2025 Added 5.62%
$25.8B
$330,000 0.02% of portfolio
2,555
Q2 2025 Reduced 11.13%
$302B
$406,000 0.02% of portfolio
5,079
Q1 2025 Reduced 1.03%
$258B
$457,000 0.02% of portfolio
6,500
Q2 2022 New
$106B
$408,000 0.02% of portfolio
1,340
Q2 2025 Added 9.39%
$14.2B
$380,000 0.02% of portfolio
2,166
Q1 2025 Reduced 1.28%
$21.4B
$523,000 0.02% of portfolio
5,742
Q2 2025 Reduced 4.17%
$182B
$454,000 0.02% of portfolio
10,512
Q2 2025 Reduced 8.69%
$0
$421,000 0.02% of portfolio
1,151
Q1 2023 New
$203B
$376,000 0.02% of portfolio
13,002
Q4 2023 Reduced 3.92%
$55.6B
$403,000 0.02% of portfolio
2,340
Q2 2025 Reduced 15.37%
$0
$360,000 0.02% of portfolio
1,293
Q3 2024 Reduced 4.08%
$123B
$358,000 0.02% of portfolio
2,400
Q2 2025 Added 26.32%
$608B
$467,000 0.02% of portfolio
600
Q2 2025 Added 131.66%
$254B
$442,000 0.02% of portfolio
625
Q2 2024 Reduced 0.79%
$0
$441,000 0.02% of portfolio
3,798
Q2 2025 Added 13.1%
$0
$467,000 0.02% of portfolio
5,596
Q2 2025 Reduced 1.24%
$138B
$495,000 0.02% of portfolio
20,455
Q2 2025 Reduced 1.68%

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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