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
$64.4B
$393,000 0.02% of portfolio
1,537
Q4 2024 Added 6.96%
$25.6B
$390,000 0.02% of portfolio
3,433
Q4 2024 Added 3.56%
$60B
$519,000 0.02% of portfolio
2,287
Q3 2024 Reduced 5.46%
$14.1B
$452,000 0.02% of portfolio
1,012
Q2 2025 Reduced 7.83%
$173B
$408,000 0.02% of portfolio
2,562
Q1 2025 Reduced 0.39%
$0
$267,000 0.01% of portfolio
2,005
Q1 2025 New
$0
$308,000 0.01% of portfolio
11,184
Q2 2025 Added 24.84%
$0
$257,000 0.01% of portfolio
3,834
Q1 2025 New
$94.5B
$310,000 0.01% of portfolio
620
Q2 2024 Reduced 11.43%
$250B
$263,000 0.01% of portfolio
1,871
Q2 2025 Reduced 5.07%
$99B
$253,000 0.01% of portfolio
5,482
Q1 2025 Reduced 31.53%
$0
$228,000 0.01% of portfolio
650
Q2 2024 New
$0
$228,000 0.01% of portfolio
800
Q1 2025 New
$295B
$202,000 0.01% of portfolio
253
Q2 2025 New
$32.7B
$242,000 0.01% of portfolio
2,795
Q2 2025 Reduced 18.16%
$33.2B
$259,000 0.01% of portfolio
1,500
Q1 2025 New
$118B
$316,000 0.01% of portfolio
5,400
Q1 2025 Reduced 0.15%
$76.4B
$226,000 0.01% of portfolio
1,472
Q1 2025 New
$282B
$293,000 0.01% of portfolio
2,067
Q2 2025 New
$0
$262,000 0.01% of portfolio
3,200
Q4 2023 New
$0
$254,000 0.01% of portfolio
836
Q2 2025 Reduced 0.59%
$6.74B
$301,000 0.01% of portfolio
1,800
Q4 2022 New
$25.1B
$250,000 0.01% of portfolio
1,150
Q4 2024 New
$1.27T
$222,000 0.01% of portfolio
983
Q2 2025 New
$75.3B
$218,000 0.01% of portfolio
6,700
Q2 2025 New
$0
$269,000 0.01% of portfolio
475
Q1 2025 Reduced 0.63%
$142B
$314,000 0.01% of portfolio
795
Q4 2024 Added 29.48%
$40.9B
$315,000 0.01% of portfolio
4,168
Q2 2025 Reduced 1.88%
$0
$229,000 0.01% of portfolio
3,666
Q4 2024 New
$48.7B
$290,000 0.01% of portfolio
2,000
Q2 2025 Reduced 5.66%
$141B
$306,000 0.01% of portfolio
8,577
Q2 2025 Reduced 0.01%
$57.3B
$246,000 0.01% of portfolio
1,260
Q2 2025 New
$23.2B
$210,000 0.01% of portfolio
515
Q2 2025 New
$245B
$264,000 0.01% of portfolio
849
Q2 2025 Reduced 9.68%
$10.1B
$192,000 0.01% of portfolio
450
Q2 2025 New
$155B
$244,000 0.01% of portfolio
4,000
Q1 2025 Reduced 33.55%
$83.2B
$211,000 0.01% of portfolio
993
Q2 2025 New
$10.2B
$277,000 0.01% of portfolio
7,484
Q1 2025 Reduced 4.59%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 23.08%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.56%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.1%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.15%
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.85%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.1%

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
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