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
$66B
$539,000 0.02% of portfolio
2,287
Q3 2024 Reduced 5.46%
$138B
$521,000 0.02% of portfolio
20,455
Q2 2025 Reduced 1.68%
$65.6B
$461,000 0.02% of portfolio
1,537
Q4 2024 Added 6.96%
$0
$488,000 0.02% of portfolio
5,596
Q2 2025 Reduced 1.24%
$31.5B
$428,000 0.02% of portfolio
3,400
Q3 2025 New
$0
$282,000 0.01% of portfolio
2,005
Q1 2025 New
$88B
$295,000 0.01% of portfolio
620
Q2 2024 Reduced 11.43%
$0
$249,000 0.01% of portfolio
761
Q3 2025 Reduced 8.97%
$98B
$247,000 0.01% of portfolio
5,482
Q1 2025 Reduced 31.53%
$278B
$297,000 0.01% of portfolio
1,871
Q2 2025 Reduced 5.07%
$6.16B
$309,000 0.01% of portfolio
1,800
Q4 2022 New
$0
$278,000 0.01% of portfolio
3,200
Q4 2023 New
$0
$246,000 0.01% of portfolio
650
Q2 2024 New
$25.6B
$239,000 0.01% of portfolio
1,500
Q1 2025 New
$32.7B
$242,000 0.01% of portfolio
2,795
Q2 2025 Reduced 18.16%
$0
$212,000 0.01% of portfolio
454
Q3 2025 New
$413B
$331,000 0.01% of portfolio
2,048
Q3 2025 Reduced 0.92%
$83.9B
$205,000 0.01% of portfolio
1,152
Q3 2025 Reduced 21.74%
$0
$256,000 0.01% of portfolio
800
Q1 2025 New
$0
$333,000 0.01% of portfolio
11,549
Q3 2025 Added 3.26%
$10.1B
$192,000 0.01% of portfolio
450
Q2 2025 New
$84.4B
$211,000 0.01% of portfolio
993
Q2 2025 New
$135B
$226,000 0.01% of portfolio
614
Q3 2025 Reduced 22.77%
$0
$283,000 0.01% of portfolio
475
Q1 2025 Reduced 0.63%
$0
$229,000 0.01% of portfolio
3,666
Q4 2024 New
$42.2B
$253,000 0.01% of portfolio
2,000
Q2 2025 Reduced 5.66%
$75.7B
$237,000 0.01% of portfolio
6,700
Q2 2025 New
$22B
$218,000 0.01% of portfolio
1,150
Q4 2024 New
$10.2B
$298,000 0.01% of portfolio
7,484
Q1 2025 Reduced 4.59%
$10.2B
$289,000 0.01% of portfolio
1,012
Q2 2025 Reduced 7.83%
$37.6B
$343,000 0.01% of portfolio
4,168
Q2 2025 Reduced 1.88%
$1.56T
$274,000 0.01% of portfolio
983
Q2 2025 New
$123B
$256,000 0.01% of portfolio
8,178
Q3 2025 Reduced 4.65%
$153B
$237,000 0.01% of portfolio
4,000
Q1 2025 Reduced 33.55%
$25.2B
$216,000 0.01% of portfolio
504
Q3 2025 Reduced 2.14%
$71.7B
$270,000 0.01% of portfolio
1,260
Q2 2025 New
$14.2B
$346,000 0.01% of portfolio
2,137
Q3 2025 Reduced 1.34%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 57.19%
$98M
$83,000 0.0% of portfolio
27,293
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.08%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.0%
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.85%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.15%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 17.22%

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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