Birch Hill Investment Advisors LLC
CIK: 0001424177Latest portfolio: $2.4B · Q4 2025
Holdings
200
Total Value
$2.4B
New Positions
199
Closed Positions
0
Top Holdings
View All 200 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 282,529 | $136.6M | 5.71% | NEW | |
| 2 | AMZNAMAZON COM INC | 540,217 | $124.7M | 5.21% | NEW | |
| 3 | GOOGLALPHABET INC | 361,655 | $113.2M | 4.73% | NEW | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 216,785 | $109.0M | 4.55% | NEW | |
| 5 | APHAMPHENOL CORP NEW | 732,076 | $98.9M | 4.13% | NEW | |
| 6 | AAPLAPPLE INC | 362,974 | $98.7M | 4.12% | NEW | |
| 7 | TJXTJX COS INC NEW | 599,401 | $92.1M | 3.85% | NEW | |
| 8 | IBMINTERNATIONAL BUSINESS MACHS | 282,401 | $83.7M | 3.50% | NEW | |
| 9 | MRSHMARSH & MCLENNAN COS INC | 438,591 | $81.4M | 3.40% | NEW | |
| 10 | ECLECOLAB INC | 293,478 | $77.0M | 3.22% | NEW | |
| 11 | ROKROCKWELL AUTOMATION INC | 192,763 | $75.0M | 3.13% | NEW | |
| 12 | VRTXVERTEX PHARMACEUTICALS INC | 152,485 | $69.1M | 2.89% | NEW | |
| 13 | EWEDWARDS LIFESCIENCES CORP | 743,680 | $63.4M | 2.65% | NEW | |
| 14 | GOOGALPHABET INC | 189,401 | $59.4M | 2.48% | NEW | |
| 15 | INTUINTUIT | 88,753 | $58.8M | 2.46% | NEW | |
| 16 | SPGIS&P GLOBAL INC | 106,211 | $55.5M | 2.32% | NEW | |
| 17 | WTSWATTS WATER TECHNOLOGIES INC | 189,909 | $52.4M | 2.19% | NEW | |
| 18 | KRKROGER CO | 793,039 | $49.5M | 2.07% | NEW | |
| 19 | LECOLINCOLN ELEC HLDGS INC | 200,860 | $48.1M | 2.01% | NEW | |
| 20 | ASMLASML HOLDING N V | 39,658 | $42.4M | 1.77% | NEW | |
| 21 | WSTWEST PHARMACEUTICAL SVSC INC | 152,148 | $41.9M | 1.75% | NEW | |
| 22 | ALCALCON AG | 441,835 | $34.8M | 1.46% | NEW | |
| 23 | MAMASTERCARD INCORPORATED | 58,005 | $33.1M | 1.38% | NEW | |
| 24 | FISVFISERV INC | 487,695 | $32.8M | 1.37% | NEW | |
| 25 | ADIANALOG DEVICES INC | 115,973 | $31.5M | 1.31% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.136755504331144e+194T)
Industrials0.0% ($7.499852418481341e+123T)
Technology0.0% ($1.3663698932986787e+96T)
Healthcare0.0% ($6.913063398418623e+73T)
Consumer Cyclical0.0% ($1.2469292073151144e+54T)
Consumer Defensive0.0% ($4.954930410264903e+43T)
Unknown0.0% ($108967885783498496.0T)
Communication Services0.0% ($1131975943419191.0T)
Utilities0.0% ($12677924878737.7T)
Basic Materials0.0% ($7704322402.1T)
Energy0.0% ($81.5T)
Real Estate0.0% ($8.1B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 27, 2026 | $2.4B | 200 |
| Q3 2025 | Oct 23, 2025 | $2.4T | 0 |
| Q2 2025 | Jul 30, 2025 | $2.3T | 195 |
| Q1 2025 | Apr 18, 2025 | $2.1T | 187 |
| Q4 2024 | Jan 28, 2025 | $2151.0T | 181 |
| Q3 2024 | Oct 10, 2024 | $2129.1T | 178 |
| Q2 2024 | Jul 30, 2024 | $2068.0T | 172 |
| Q1 2024 | May 13, 2024 | $2055.1T | 172 |
| Q4 2023 | Jan 29, 2024 | $1879.6T | 163 |
| Q3 2023 | Oct 19, 2023 | $1676.5T | 154 |
| Q2 2023 | Jul 20, 2023 | $1743.1T | 157 |
| Q1 2023 | Apr 14, 2023 | $1609.5T | 159 |
| Q4 2022 | Jan 31, 2023 | $1567.9T | 152 |
| Q3 2022 | Oct 19, 2022 | $1.5T | 146 |
| Q2 2022 | Jul 13, 2022 | $1.6T | 151 |
| Q1 2022 | Apr 8, 2022 | $1.9T | 161 |
| Q4 2021 | Feb 2, 2022 | $2.0T | 170 |
| Q3 2021 | Oct 25, 2021 | $1.9T | 167 |
| Q2 2021 | Jul 22, 2021 | $1.9T | 162 |
| Q1 2021 | Apr 26, 2021 | $1.8T | 157 |
| Q4 2020 | Jan 27, 2021 | $1.7T | 150 |
| Q3 2020 | Oct 22, 2020 | $1.5T | 141 |
| Q2 2020 | Aug 10, 2020 | $1.4T | 139 |
| Q1 2020 | Apr 20, 2020 | $1.1T | 157 |
| Q4 2019 | Jan 17, 2020 | $1.5T | 181 |
| Q3 2019 | Oct 16, 2019 | $1.4T | 175 |
| Q2 2019 | Jul 22, 2019 | $1.4T | 171 |
| Q1 2019 | May 14, 2019 | $1.3T | 171 |
| Q4 2018 | Feb 13, 2019 | $1.1T | 166 |
| Q3 2018 | Nov 14, 2018 | $1.4T | 179 |
| Q2 2018 | Aug 14, 2018 | $1.3T | 171 |
| Q1 2018 | May 15, 2018 | $1.2T | 170 |
| Q4 2017 | Feb 9, 2018 | $1.2T | 173 |
| Q3 2017 | Nov 14, 2017 | $1.1T | 166 |
| Q2 2017 | Aug 11, 2017 | $1.1T | 166 |
| Q1 2017 | May 12, 2017 | $1.2T | 173 |
| Q4 2016 | Feb 10, 2017 | $1.1T | 162 |
| Q3 2016 | Nov 14, 2016 | $1.1T | 167 |
| Q2 2016 | Aug 12, 2016 | $1.0T | 161 |
| Q1 2016 | May 9, 2016 | $950.7B | 162 |
Fund Information
Birch Hill Investment Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.4B across 200 holdings. The largest position is MICROSOFT CORP (MSFT), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 200 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.