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 Market Cap. of $200 Billions or more

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%
$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%
$231B
$61.6 Million 2.98% of portfolio
280,373
Q4 2024 Added 0.03%
$1.08T
$42.5 Million 2.05% of portfolio
223,281
Q4 2024 Reduced 2.48%
$467B
$35.8 Million 1.73% of portfolio
39,073
Q4 2024 Reduced 2.52%
$538B
$33.8 Million 1.63% of portfolio
64,223
Q4 2024 Reduced 2.48%
$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%
$206B
$22.1 Million 1.07% of portfolio
49,736
Q4 2024 Added 17.85%
$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%
$457B
$7.47 Million 0.36% of portfolio
69,418
Q4 2024 Added 0.22%
$309B
$6 Million 0.29% of portfolio
96,426
Q4 2024 Reduced 1.14%
$454B
$5.76 Million 0.28% of portfolio
34,551
Q4 2024 Added 1.75%
$403B
$5.64 Million 0.27% of portfolio
14,508
Q4 2024 Added 0.58%
$316B
$5.42 Million 0.26% of portfolio
40,350
Q4 2024 Added 4.08%
$361B
$4.95 Million 0.24% of portfolio
27,836
Q4 2024 Reduced 0.28%
$211B
$3.79 Million 0.18% of portfolio
7,287
Q4 2024 Added 0.21%
$306B
$3.45 Million 0.17% of portfolio
10,334
Q4 2024 Reduced 8.15%
$238B
$2.97 Million 0.14% of portfolio
26,243
Q4 2024 Reduced 0.46%
$576B
$2.78 Million 0.13% of portfolio
8,794
Q4 2024 Added 58.19%
$202B
$2.54 Million 0.12% of portfolio
22,823
Q4 2024 Reduced 1.71%
$306B
$2.2 Million 0.11% of portfolio
15,202
Q4 2024 Reduced 0.54%
$229B
$1.69 Million 0.08% of portfolio
5,815
Q4 2024 Reduced 0.6%
$956B
$942,000 0.05% of portfolio
2,333
Q4 2024 Added 60.45%
$218B
$974,000 0.05% of portfolio
5,843
Q2 2024 Added 10.47%
$265B
$873,000 0.04% of portfolio
9,673
Q4 2024 Added 3.18%
$1.48T
$767,000 0.04% of portfolio
1,302
Q4 2024 Added 18.36%
$440B
$587,000 0.03% of portfolio
1,161
Q4 2024 Added 33.6%
$244B
$658,000 0.03% of portfolio
5,471
Q4 2024 Added 1.31%
$219B
$667,000 0.03% of portfolio
2,250
Q1 2024 Reduced 4.62%
$210B
$357,000 0.02% of portfolio
625
Q2 2024 Reduced 0.79%
$288B
$360,000 0.02% of portfolio
5,132
Q4 2024 Added 1.04%
$238B
$407,000 0.02% of portfolio
6,500
Q2 2022 New
$220B
$260,000 0.01% of portfolio
2,071
Q4 2024 Reduced 4.61%

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
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