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
$1.94T
$121 Million 5.85% of portfolio
551,766
Q4 2024 Reduced 1.25%
$2.8T
$117 Million 5.67% of portfolio
278,384
Q4 2024 Added 0.11%
$683B
$105 Million 5.08% of portfolio
231,999
Q4 2024 Added 0.67%
$121B
$91.4 Million 4.41% of portfolio
430,111
Q4 2024 Reduced 0.31%
$922B
$87 Million 4.2% of portfolio
459,342
Q4 2024 Reduced 1.5%
$3.57T
$85.6 Million 4.14% of portfolio
341,919
Q4 2024 Reduced 0.12%
$141B
$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%
$72.3B
$71.4 Million 3.45% of portfolio
304,794
Q4 2024 Reduced 0.5%
$124B
$69.6 Million 3.36% of portfolio
172,821
Q4 2024 Added 2.77%
$223B
$61.6 Million 2.98% of portfolio
280,373
Q4 2024 Added 0.03%
$29.8B
$56.5 Million 2.73% of portfolio
197,813
Q4 2024 Reduced 0.17%
$44.8B
$54.7 Million 2.64% of portfolio
738,779
Q4 2024 Added 90.34%
$173B
$54 Million 2.61% of portfolio
85,980
Q4 2024 Reduced 0.12%
$48.5B
$54.1 Million 2.61% of portfolio
884,661
Q4 2024 Reduced 2.28%
$166B
$51.2 Million 2.47% of portfolio
102,741
Q4 2024 Added 2.01%
$39B
$40.4 Million 1.95% of portfolio
581,268
Q4 2024 Reduced 1.12%
$11B
$36.3 Million 1.75% of portfolio
193,578
Q4 2024 Added 1.29%
$419B
$35.8 Million 1.73% of portfolio
39,073
Q4 2024 Reduced 2.52%
$46.5B
$34.6 Million 1.67% of portfolio
407,749
Q4 2024 Added 4.78%
$5.57B
$34.2 Million 1.65% of portfolio
168,329
Q4 2024 Added 7.65%
$523B
$33.8 Million 1.63% of portfolio
64,223
Q4 2024 Reduced 2.48%
$29.6B
$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%
$227B
$29.3 Million 1.42% of portfolio
294,555
Q4 2024 Reduced 34.14%
$720B
$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%
$178B
$22.1 Million 1.07% of portfolio
49,736
Q4 2024 Added 17.85%
$49.9B
$21.5 Million 1.04% of portfolio
20,420
Q4 2024 Reduced 2.09%
$93B
$20.5 Million 0.99% of portfolio
343,296
Q4 2024 Reduced 3.58%
$5.48B
$14.3 Million 0.69% of portfolio
496,450
Q4 2024 Reduced 9.02%
$78.1B
$13.9 Million 0.67% of portfolio
37,502
Q3 2023 Added 3.08%
$335B
$12 Million 0.58% of portfolio
272,718
Q4 2024 Reduced 22.44%
$207B
$11.8 Million 0.57% of portfolio
77,860
Q4 2024 Reduced 1.68%
$197B
$10 Million 0.48% of portfolio
28,467
Q4 2024 Added 0.29%
$404B
$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%
$127B
$8.24 Million 0.4% of portfolio
28,141
Q4 2024 Reduced 0.97%
$45.8B
$8.27 Million 0.4% of portfolio
110,970
Q4 2024 Reduced 19.3%
$496B
$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%
$67.8B
$6.77 Million 0.33% of portfolio
29,191
Q4 2024 Reduced 3.24%
$78.2B
$5.95 Million 0.29% of portfolio
65,448
Q4 2024 Reduced 3.73%
$310B
$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%
$377B
$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
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