Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025) About Birch Hill Investment Advisors LLCInvestment ActivityBirch Hill Investment Advisors LLC has $2.25 billion in total holdings as of June 30, 2025.Birch Hill Investment Advisors LLC owns shares of 195 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Birch Hill Investment Advisors LLC has purchased 187 new stocks and bought additional shares in 41 stocks.Birch Hill Investment Advisors LLC sold shares of 91 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $140,819,442Amazon.com $119,843,105Berkshire Hathaway $106,445,875Marsh & McLennan Companies $93,276,793Fiserv $93,086,573 Largest New Holdings this Quarter 955306105 - West Pharmaceutical Services $15,935,642 Holding11133T103 - Broadridge Financial Solutions $829,947 Holding007903107 - Advanced Micro Devices $293,307 Holding18915M107 - Cloudflare $246,834 Holding874039100 - Taiwan Semiconductor Manufacturing $222,735 Holding Largest Purchases this Quarter West Pharmaceutical Services 72,832 shares (about $15.94M)PepsiCo 92,026 shares (about $12.15M)Chewy 217,716 shares (about $9.28M)NextEra Energy 58,850 shares (about $4.09M)JPMorgan BetaBuilders Japan ETF 43,455 shares (about $2.68M) Largest Sales this Quarter Mobileye Global 270,575 shares (about $4.86M)Alphabet 24,155 shares (about $4.26M)Merck & Co., Inc. 46,399 shares (about $3.67M)iShares Core S&P Small-Cap ETF 26,859 shares (about $2.94M)Berkshire Hathaway 5,753 shares (about $2.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirch Hill Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$140,819,442$136,788 ▼-0.1%283,1056.3%Computer and TechnologyAMZNAmazon.com$119,843,105$179,022 ▼-0.1%546,2565.3%Retail/WholesaleBRK.BBerkshire Hathaway$106,445,875$2,794,637 ▼-2.6%219,1284.7%FinanceMMCMarsh & McLennan Companies$93,276,793$845,043 ▼-0.9%426,6234.1%FinanceFIFiserv$93,086,573$1,283,765 ▲1.4%539,9144.1%Business ServicesIBMInternational Business Machines$79,689,941$734,002 ▼-0.9%270,3373.5%Computer and TechnologyECLEcolab$79,555,124$2,215,605 ▼-2.7%295,2613.5%Basic MaterialsAPHAmphenol$76,566,010$1,221,933 ▼-1.6%775,3523.4%Computer and TechnologyTJXTJX Companies$75,634,044$1,879,641 ▼-2.4%612,4713.4%Retail/WholesaleGOOGLAlphabet$74,266,065$4,256,831 ▼-5.4%421,4163.3%Computer and TechnologyAAPLApple$73,389,464$953,630 ▲1.3%357,7013.3%Computer and TechnologyVRTXVertex Pharmaceuticals$66,029,393$4,452 ▲0.0%148,3142.9%MedicalROKRockwell Automation$65,554,082$170,071 ▼-0.3%197,3512.9%Computer and TechnologyINTUIntuit$64,893,469$2,511,746 ▼-3.7%82,3912.9%Computer and TechnologyKRKroger$60,984,559$1,626,119 ▼-2.6%850,1962.7%Retail/WholesaleEWEdwards Lifesciences$59,485,509$311,901 ▲0.5%760,5872.6%MedicalSPGIS&P Global$55,428,198$631,166 ▲1.2%105,1192.5%FinanceWTSWatts Water Technologies$45,784,226$668,575 ▲1.5%186,1982.0%Computer and TechnologyLECOLincoln Electric$41,084,397$378,359 ▲0.9%198,1691.8%IndustrialsALCAlcon$38,638,126$1,813,095 ▲4.9%437,6771.7%MedicalLABCORP HOLDINGS INC$37,920,399$212,371 ▲0.6%144,4531.7%COM SHSGOOGAlphabet$37,078,072$1,583,384 ▼-4.1%209,0201.6%Computer and TechnologyCOSTCostco Wholesale$35,311,160$985,980 ▼-2.7%35,6701.6%Retail/WholesaleMAMastercard$34,425,797$1,205,369 ▼-3.4%61,2621.5%Business ServicesJPMJPMorgan Chase & Co.$29,404,720$324,989 ▼-1.1%101,4271.3%FinanceADIAnalog Devices$27,726,712$2,539,435 ▼-8.4%116,4891.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$26,272,662$2,935,420 ▼-10.1%240,3941.2%ETFIVViShares Core S&P 500 ETF$25,593,238$113,624 ▼-0.4%41,2201.1%ETFJNJJohnson & Johnson$23,118,713$189,410 ▲0.8%151,3501.0%MedicalPEPPepsiCo$21,177,853$12,151,089 ▲134.6%160,3900.9%Consumer StaplesGWWW.W. Grainger$21,011,808$23,926 ▼-0.1%20,1990.9%IndustrialsMDLZMondelez International$19,651,020$1,787,903 ▼-8.3%291,3850.9%Consumer StaplesCSLCarlisle Companies$18,937,728$691,910 ▲3.8%50,7170.8%Multi-Sector ConglomeratesTTTrane Technologies$16,403,7500.0%37,5020.7%ConstructionADBEAdobe$16,161,698$1,841,568 ▼-10.2%41,7740.7%Computer and TechnologyWSTWest Pharmaceutical Services$15,935,642$15,935,642 ▲New Holding72,8320.7%MedicalCHWYChewy$13,617,559$9,279,056 ▲213.9%319,5110.6%Retail/WholesaleUBERUber Technologies$11,086,932$175,777 ▲1.6%118,8310.5%Computer and TechnologyNVDANVIDIA$10,477,556$2,586,606 ▲32.8%66,3180.5%Computer and TechnologyBACBank of America$10,235,978$289,173 ▼-2.7%216,3140.5%FinanceNEENextEra Energy$9,319,982$4,085,367 ▲78.0%134,2550.4%UtilitiesGRAYSCALE BITCOIN TRUST ETF$9,259,194$154,391 ▼-1.6%109,1500.4%SHS REP COM UTBBJPJPMorgan BetaBuilders Japan ETF$9,115,083$2,684,650 ▲41.7%147,5410.4%ETFADPAutomatic Data Processing$8,718,776$37,008 ▲0.4%28,2710.4%Computer and TechnologyACNAccenture$8,666,115$440,270 ▼-4.8%28,9940.4%Computer and TechnologyMRKMerck & Co., Inc.$8,436,615$3,672,936 ▼-30.3%106,5770.4%MedicalPGProcter & Gamble$8,106,839$1,266,594 ▼-13.5%50,8840.4%Consumer StaplesXOMExxon Mobil$7,503,850$61,985 ▼-0.8%69,6090.3%EnergyIJHiShares Core S&P Mid-Cap ETF$7,243,388$4,527 ▼-0.1%116,7910.3%ETFORCLOracle$7,053,823$229,122 ▼-3.1%32,2640.3%Computer and TechnologyAVGOBroadcom$7,046,717$855,066 ▼-10.8%25,5640.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$6,822,960$5,900 ▲0.1%76,3280.3%FinanceKOCocaCola$6,620,502$60,138 ▼-0.9%93,5760.3%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$6,036,593$23,197 ▲0.4%122,0500.3%ETFRTXRTX$5,668,350$153,321 ▼-2.6%38,8190.3%AerospaceCLColgate-Palmolive$5,591,077$104,989 ▼-1.8%61,5080.2%Consumer StaplesMKCMcCormick & Company, Incorporated$5,292,236$30,707 ▲0.6%69,8000.2%Consumer StaplesABBVAbbVie$5,178,733$45,662 ▲0.9%27,9000.2%MedicalHDHome Depot$5,142,859$260,681 ▼-4.8%14,0270.2%Retail/WholesaleGNTXGentex$5,130,157$1,835,285 ▼-26.3%233,2950.2%Auto/Tires/TrucksROPRoper Technologies$4,793,199$2,088,805 ▲77.2%8,4560.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,582,938$207,184 ▲4.7%25,2170.2%ETFHAYWHayward$4,404,104$3,036 ▲0.1%319,1380.2%Computer and TechnologyEMREmerson Electric$3,949,1010.0%29,6190.2%IndustrialsBXPBXP$3,766,5130.0%55,8250.2%FinanceABTAbbott Laboratories$3,660,751$109,489 ▲3.1%26,9150.2%MedicalVEAVanguard FTSE Developed Markets ETF$3,349,509$13,568 ▲0.4%58,7530.1%ETFVVisa$3,211,519$26,274 ▼-0.8%9,0450.1%Business ServicesKVUEKenvue$3,055,183$280,316 ▲10.1%145,9710.1%Consumer StaplesIWMiShares Russell 2000 ETF$3,032,928$88,258 ▼-2.8%14,0550.1%FinanceAPDAir Products and Chemicals$2,996,323$1,086,213 ▼-26.6%10,6230.1%Basic MaterialsIJSiShares S&P Small-Cap 600 Value ETF$2,877,958$829,551 ▼-22.4%28,9270.1%ETFIRIngersoll Rand$2,752,4260.0%33,0900.1%IndustrialsCRMSalesforce$2,626,557$241,331 ▼-8.4%9,6320.1%Computer and TechnologyHLTHilton Worldwide$2,560,060$61,791 ▲2.5%9,6120.1%Consumer DiscretionaryWABWabtec$2,499,430$684,575 ▼-21.5%11,9390.1%TransportationTMOThermo Fisher Scientific$2,491,957$515,340 ▼-17.1%6,1460.1%MedicalLINDE PLC$2,343,813$2,346 ▼-0.1%4,9960.1%SHSUSBU.S. Bancorp$2,326,529$9,276 ▼-0.4%51,4150.1%FinanceITWIllinois Tool Works$2,265,5520.0%9,1630.1%IndustrialsDISWalt Disney$1,964,356$521,472 ▼-21.0%15,8400.1%Consumer DiscretionaryUNPUnion Pacific$1,916,106$52,918 ▼-2.7%8,3280.1%TransportationXLEEnergy Select Sector SPDR Fund$1,875,149$308,284 ▼-14.1%22,1100.1%ETFEEMiShares MSCI Emerging Markets ETF$1,827,379$386 ▼0.0%37,8810.1%FinanceALLEAllegion$1,801,5000.0%12,5000.1%IndustrialsKMXCarMax$1,791,079$160,296 ▼-8.2%26,6490.1%Retail/WholesaleCVXChevron$1,790,161$218,365 ▼-10.9%12,5020.1%EnergyABNBAirbnb$1,781,128$415,672 ▲30.4%13,4590.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,678,706$126,042 ▼-7.0%2,7170.1%FinanceMCDMcDonald's$1,640,827$9,642 ▼-0.6%5,6160.1%Retail/WholesaleCVSCVS Health$1,636,5500.0%23,7250.1%MedicalDEDeere & Company$1,634,795$25,424 ▼-1.5%3,2150.1%IndustrialsCATCaterpillar$1,569,921$20,963 ▼-1.3%4,0440.1%IndustrialsSTZConstellation Brands$1,521,546$789,323 ▼-34.2%9,3530.1%Consumer StaplesUPSUnited Parcel Service$1,512,182$563,245 ▼-27.1%14,9810.1%TransportationGEGE Aerospace$1,502,132$1,802 ▼-0.1%5,8360.1%AerospaceCARRCarrier Global$1,470,460$58,552 ▼-3.8%20,0910.1%ConstructionGRAYSCALE BITCOIN MINI TR ET$1,468,8380.0%30,7610.1%SHS NEWMBLYMobileye Global$1,457,189$4,864,938 ▼-77.0%81,0450.1%Auto/Tires/TrucksWMWaste Management$1,396,0310.0%6,1010.1%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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