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
$346B
$7.5 Million 0.32% of portfolio
48,839
Q3 2025 Reduced 4.02%
$0
$7.23 Million 0.31% of portfolio
77,487
Q3 2025 Added 1.52%
$258B
$6.54 Million 0.28% of portfolio
39,069
Q3 2025 Added 0.64%
$414B
$6.44 Million 0.28% of portfolio
27,800
Q3 2025 Reduced 0.36%
$152B
$6.46 Million 0.28% of portfolio
26,183
Q3 2025 Reduced 9.7%
$0
$6.47 Million 0.28% of portfolio
119,469
Q3 2025 Reduced 2.11%
$306B
$6.2 Million 0.27% of portfolio
93,551
Q3 2025 Reduced 0.03%
$5.38B
$5.95 Million 0.26% of portfolio
210,247
Q3 2025 Reduced 9.88%
$367B
$5.66 Million 0.24% of portfolio
13,979
Q3 2025 Reduced 0.34%
$3.35B
$4.9 Million 0.21% of portfolio
324,169
Q3 2025 Added 1.58%
$0
$4.81 Million 0.21% of portfolio
25,368
Q3 2025 Added 0.6%
$16.4B
$4.61 Million 0.2% of portfolio
68,910
Q3 2025 Reduced 1.28%
$0
$4.36 Million 0.19% of portfolio
72,839
Q3 2025 Added 23.97%
$47.7B
$4.48 Million 0.19% of portfolio
8,993
Q3 2025 Added 6.35%
$75.4B
$3.89 Million 0.17% of portfolio
29,619
Q4 2024 Reduced 0.39%
$65.7B
$3.9 Million 0.17% of portfolio
48,813
Q3 2025 Reduced 20.64%
$228B
$3.5 Million 0.15% of portfolio
26,110
Q3 2025 Reduced 2.99%
$533B
$3.21 Million 0.14% of portfolio
9,417
Q3 2025 Added 4.11%
$222B
$2.98 Million 0.13% of portfolio
6,146
Q2 2025 Reduced 17.14%
$30.4B
$2.73 Million 0.12% of portfolio
33,090
Q3 2023 Added 3.08%
$0
$2.88 Million 0.12% of portfolio
26,059
Q3 2025 Reduced 9.91%
$57.5B
$2.82 Million 0.12% of portfolio
10,353
Q3 2025 Reduced 2.54%
$67.6B
$2.45 Million 0.11% of portfolio
50,620
Q3 2025 Reduced 1.55%
$72.9B
$2.55 Million 0.11% of portfolio
9,812
Q3 2025 Added 2.08%
$74.9B
$2.39 Million 0.1% of portfolio
9,163
Q3 2024 Reduced 0.02%
$37.1B
$2.32 Million 0.1% of portfolio
11,589
Q3 2025 Reduced 2.93%
$14.2B
$2.22 Million 0.1% of portfolio
12,500
Q3 2024 Reduced 5.3%
$237B
$2.19 Million 0.09% of portfolio
9,232
Q3 2025 Reduced 4.15%
$0
$2.02 Million 0.09% of portfolio
37,867
Q3 2025 Reduced 0.04%
$193B
$2.02 Million 0.09% of portfolio
17,611
Q3 2025 Added 11.18%
$303B
$2.09 Million 0.09% of portfolio
13,438
Q3 2025 Added 7.49%
$0
$1.81 Million 0.08% of portfolio
2,717
Q2 2025 Reduced 6.98%
$328B
$1.76 Million 0.08% of portfolio
5,836
Q2 2025 Reduced 0.12%
$291B
$1.93 Million 0.08% of portfolio
4,044
Q2 2025 Reduced 1.32%
$0
$1.98 Million 0.08% of portfolio
22,110
Q2 2025 Reduced 14.12%
$103B
$1.79 Million 0.08% of portfolio
23,725
Q1 2025 Reduced 39.0%
$136B
$1.97 Million 0.08% of portfolio
8,328
Q2 2025 Reduced 2.69%
$224B
$1.71 Million 0.07% of portfolio
5,616
Q2 2025 Reduced 0.58%
$46.9B
$1.65 Million 0.07% of portfolio
13,629
Q3 2025 Added 1.26%
$5.44B
$1.63 Million 0.07% of portfolio
36,237
Q3 2025 Added 35.98%
$34.9B
$1.67 Million 0.07% of portfolio
7,028
Q3 2025 Added 105.8%
$85.9B
$1.34 Million 0.06% of portfolio
6,059
Q3 2025 Reduced 0.69%
$144B
$1.47 Million 0.06% of portfolio
3,215
Q2 2025 Reduced 1.53%
$0
$1.47 Million 0.06% of portfolio
24,520
Q3 2025 Reduced 15.51%
$0
$1.25 Million 0.05% of portfolio
1,669
Q3 2025 Added 1.21%
$57.4B
$1.22 Million 0.05% of portfolio
1,910
Q1 2025 Added 4.37%
$0
$1.23 Million 0.05% of portfolio
4,184
Q3 2025 Added 0.89%
$143B
$1.17 Million 0.05% of portfolio
34,750
Q3 2025 Added 9.28%
$25.7B
$1.15 Million 0.05% of portfolio
6,880
Q2 2025 Reduced 1.29%

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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