Birch Hill Investment Advisors LLC Portfolio Holdings

Birch Hill Investment Advisors LLC

  • $2.07 Billion
  • Q4 2024

Birch Hill Investment Advisors LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $121M, Microsoft Corp with a value of $117M, Berkshire Hathaway Inc Class B with a value of $105M, Marsh & Mclennan Companies, Inc. with a value of $91.4M, and Alphabet Inc. with a value of $87M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $2.06B to 2.07B.

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

Portfolio value $2.07 Billion
Technology: $496 Million
Financial Services: $327 Million
Healthcare: $238 Million
Consumer Cyclical: $235 Million
Industrials: $229 Million
Consumer Defensive: $185 Million
Communication Services: $134 Million
ETFs: $117 Million
Other: $99.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.17T
$121 Million 5.85% of portfolio
551,766
Q4 2024 Reduced 1.25%
$2.97T
$117 Million 5.67% of portfolio
278,384
Q4 2024 Added 0.11%
$650B
$105 Million 5.08% of portfolio
231,999
Q4 2024 Added 0.67%
$116B
$91.4 Million 4.41% of portfolio
430,111
Q4 2024 Reduced 0.31%
$1.05T
$87 Million 4.2% of portfolio
459,342
Q4 2024 Reduced 1.5%
$3.97T
$85.6 Million 4.14% of portfolio
341,919
Q4 2024 Reduced 0.12%
$142B
$77.6 Million 3.75% of portfolio
642,397
Q4 2024 Reduced 0.71%
$79.5B
$71.5 Million 3.46% of portfolio
571,141
Q4 2024 Reduced 5.88%
$75.7B
$71.4 Million 3.45% of portfolio
304,794
Q4 2024 Reduced 0.5%
$123B
$69.6 Million 3.36% of portfolio
172,821
Q4 2024 Added 2.77%
$231B
$61.6 Million 2.98% of portfolio
280,373
Q4 2024 Added 0.03%
$33.3B
$56.5 Million 2.73% of portfolio
197,813
Q4 2024 Reduced 0.17%
$44.2B
$54.7 Million 2.64% of portfolio
738,779
Q4 2024 Added 90.34%
$157B
$54 Million 2.61% of portfolio
85,980
Q4 2024 Reduced 0.12%
$46.9B
$54.1 Million 2.61% of portfolio
884,661
Q4 2024 Reduced 2.28%
$174B
$51.2 Million 2.47% of portfolio
102,741
Q4 2024 Added 2.01%
$38.7B
$40.4 Million 1.95% of portfolio
581,268
Q4 2024 Reduced 1.12%
$12B
$36.3 Million 1.75% of portfolio
193,578
Q4 2024 Added 1.29%
$467B
$35.8 Million 1.73% of portfolio
39,073
Q4 2024 Reduced 2.52%
$44.7B
$34.6 Million 1.67% of portfolio
407,749
Q4 2024 Added 4.78%
$5.81B
$34.2 Million 1.65% of portfolio
168,329
Q4 2024 Added 7.65%
$538B
$33.8 Million 1.63% of portfolio
64,223
Q4 2024 Reduced 2.48%
$28.7B
$32.8 Million 1.58% of portfolio
148,374
Q4 2024 Reduced 3.47%
$0
$30.5 Million 1.47% of portfolio
264,452
Q4 2024 Added 2.42%
$232B
$29.3 Million 1.42% of portfolio
294,555
Q4 2024 Reduced 34.14%
$755B
$24.8 Million 1.2% of portfolio
103,616
Q4 2024 Reduced 1.29%
$434B
$24.5 Million 1.18% of portfolio
169,276
Q4 2024 Reduced 4.19%
$0
$24.1 Million 1.16% of portfolio
40,906
Q4 2024 Reduced 10.78%
$206B
$22.1 Million 1.07% of portfolio
49,736
Q4 2024 Added 17.85%
$50.7B
$21.5 Million 1.04% of portfolio
20,420
Q4 2024 Reduced 2.09%
$90.3B
$20.5 Million 0.99% of portfolio
343,296
Q4 2024 Reduced 3.58%
$5.8B
$14.3 Million 0.69% of portfolio
496,450
Q4 2024 Reduced 9.02%
$80.8B
$13.9 Million 0.67% of portfolio
37,502
Q3 2023 Added 3.08%
$353B
$12 Million 0.58% of portfolio
272,718
Q4 2024 Reduced 22.44%
$216B
$11.8 Million 0.57% of portfolio
77,860
Q4 2024 Reduced 1.68%
$229B
$10 Million 0.48% of portfolio
28,467
Q4 2024 Added 0.29%
$409B
$9.68 Million 0.47% of portfolio
57,751
Q4 2024 Reduced 0.11%
$0
$9.04 Million 0.44% of portfolio
453,633
Q4 2024 Reduced 22.95%
$130B
$8.24 Million 0.4% of portfolio
28,141
Q4 2024 Reduced 0.97%
$48.2B
$8.27 Million 0.4% of portfolio
110,970
Q4 2024 Reduced 19.3%
$457B
$7.47 Million 0.36% of portfolio
69,418
Q4 2024 Added 0.22%
$0
$7.15 Million 0.35% of portfolio
114,829
Q4 2024 Added 5.2%
$17.6B
$6.95 Million 0.34% of portfolio
18,849
Q4 2024 Added 16.76%
$82B
$6.77 Million 0.33% of portfolio
29,191
Q4 2024 Reduced 3.24%
$77B
$5.95 Million 0.29% of portfolio
65,448
Q4 2024 Reduced 3.73%
$309B
$6 Million 0.29% of portfolio
96,426
Q4 2024 Reduced 1.14%
$0
$5.74 Million 0.28% of portfolio
75,889
Q4 2024 Added 0.08%
$0
$5.74 Million 0.28% of portfolio
104,485
Q4 2024 Added 8.77%
$454B
$5.76 Million 0.28% of portfolio
34,551
Q4 2024 Added 1.75%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $2.07 Billion
  • Prior Value $2.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 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