Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Birch 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: $140,819,442
Amazon.com: $119,843,105
Berkshire Hathaway: $106,445,875
Marsh & McLennan Companies: $93,276,793
Fiserv: $93,086,573

Largest New Holdings this Quarter

955306105 - West Pharmaceutical Services: $15,935,642 Holding
11133T103 - Broadridge Financial Solutions: $829,947 Holding
007903107 - Advanced Micro Devices: $293,307 Holding
18915M107 - Cloudflare: $246,834 Holding
874039100 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$140,819,442	$136,788 ▼	-0.1%	283,105	6.3%	Computer and Technology
AMZN Amazon.com	$119,843,105	$179,022 ▼	-0.1%	546,256	5.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$106,445,875	$2,794,637 ▼	-2.6%	219,128	4.7%	Finance
MMC Marsh & McLennan Companies	$93,276,793	$845,043 ▼	-0.9%	426,623	4.1%	Finance
FI Fiserv	$93,086,573	$1,283,765 ▲	1.4%	539,914	4.1%	Business Services
IBM International Business Machines	$79,689,941	$734,002 ▼	-0.9%	270,337	3.5%	Computer and Technology
ECL Ecolab	$79,555,124	$2,215,605 ▼	-2.7%	295,261	3.5%	Basic Materials
APH Amphenol	$76,566,010	$1,221,933 ▼	-1.6%	775,352	3.4%	Computer and Technology
TJX TJX Companies	$75,634,044	$1,879,641 ▼	-2.4%	612,471	3.4%	Retail/Wholesale
GOOGL Alphabet	$74,266,065	$4,256,831 ▼	-5.4%	421,416	3.3%	Computer and Technology
AAPL Apple	$73,389,464	$953,630 ▲	1.3%	357,701	3.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$66,029,393	$4,452 ▲	0.0%	148,314	2.9%	Medical
ROK Rockwell Automation	$65,554,082	$170,071 ▼	-0.3%	197,351	2.9%	Computer and Technology
INTU Intuit	$64,893,469	$2,511,746 ▼	-3.7%	82,391	2.9%	Computer and Technology
KR Kroger	$60,984,559	$1,626,119 ▼	-2.6%	850,196	2.7%	Retail/Wholesale
EW Edwards Lifesciences	$59,485,509	$311,901 ▲	0.5%	760,587	2.6%	Medical
SPGI S&P Global	$55,428,198	$631,166 ▲	1.2%	105,119	2.5%	Finance
WTS Watts Water Technologies	$45,784,226	$668,575 ▲	1.5%	186,198	2.0%	Computer and Technology
LECO Lincoln Electric	$41,084,397	$378,359 ▲	0.9%	198,169	1.8%	Industrials
ALC Alcon	$38,638,126	$1,813,095 ▲	4.9%	437,677	1.7%	Medical
LABCORP HOLDINGS INC	$37,920,399	$212,371 ▲	0.6%	144,453	1.7%	COM SHS
GOOG Alphabet	$37,078,072	$1,583,384 ▼	-4.1%	209,020	1.6%	Computer and Technology
COST Costco Wholesale	$35,311,160	$985,980 ▼	-2.7%	35,670	1.6%	Retail/Wholesale
MA Mastercard	$34,425,797	$1,205,369 ▼	-3.4%	61,262	1.5%	Business Services
JPM JPMorgan Chase & Co.	$29,404,720	$324,989 ▼	-1.1%	101,427	1.3%	Finance
ADI Analog Devices	$27,726,712	$2,539,435 ▼	-8.4%	116,489	1.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$26,272,662	$2,935,420 ▼	-10.1%	240,394	1.2%	ETF
IVV iShares Core S&P 500 ETF	$25,593,238	$113,624 ▼	-0.4%	41,220	1.1%	ETF
JNJ Johnson & Johnson	$23,118,713	$189,410 ▲	0.8%	151,350	1.0%	Medical
PEP PepsiCo	$21,177,853	$12,151,089 ▲	134.6%	160,390	0.9%	Consumer Staples
GWW W.W. Grainger	$21,011,808	$23,926 ▼	-0.1%	20,199	0.9%	Industrials
MDLZ Mondelez International	$19,651,020	$1,787,903 ▼	-8.3%	291,385	0.9%	Consumer Staples
CSL Carlisle Companies	$18,937,728	$691,910 ▲	3.8%	50,717	0.8%	Multi-Sector Conglomerates
TT Trane Technologies	$16,403,750		0.0%	37,502	0.7%	Construction
ADBE Adobe	$16,161,698	$1,841,568 ▼	-10.2%	41,774	0.7%	Computer and Technology
WST West Pharmaceutical Services	$15,935,642	$15,935,642 ▲	New Holding	72,832	0.7%	Medical
CHWY Chewy	$13,617,559	$9,279,056 ▲	213.9%	319,511	0.6%	Retail/Wholesale
UBER Uber Technologies	$11,086,932	$175,777 ▲	1.6%	118,831	0.5%	Computer and Technology
NVDA NVIDIA	$10,477,556	$2,586,606 ▲	32.8%	66,318	0.5%	Computer and Technology
BAC Bank of America	$10,235,978	$289,173 ▼	-2.7%	216,314	0.5%	Finance
NEE NextEra Energy	$9,319,982	$4,085,367 ▲	78.0%	134,255	0.4%	Utilities
GRAYSCALE BITCOIN TRUST ETF	$9,259,194	$154,391 ▼	-1.6%	109,150	0.4%	SHS REP COM UT
BBJP JPMorgan BetaBuilders Japan ETF	$9,115,083	$2,684,650 ▲	41.7%	147,541	0.4%	ETF
ADP Automatic Data Processing	$8,718,776	$37,008 ▲	0.4%	28,271	0.4%	Computer and Technology
ACN Accenture	$8,666,115	$440,270 ▼	-4.8%	28,994	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$8,436,615	$3,672,936 ▼	-30.3%	106,577	0.4%	Medical
PG Procter & Gamble	$8,106,839	$1,266,594 ▼	-13.5%	50,884	0.4%	Consumer Staples
XOM Exxon Mobil	$7,503,850	$61,985 ▼	-0.8%	69,609	0.3%	Energy
IJH iShares Core S&P Mid-Cap ETF	$7,243,388	$4,527 ▼	-0.1%	116,791	0.3%	ETF
ORCL Oracle	$7,053,823	$229,122 ▼	-3.1%	32,264	0.3%	Computer and Technology
AVGO Broadcom	$7,046,717	$855,066 ▼	-10.8%	25,564	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$6,822,960	$5,900 ▲	0.1%	76,328	0.3%	Finance
KO CocaCola	$6,620,502	$60,138 ▼	-0.9%	93,576	0.3%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$6,036,593	$23,197 ▲	0.4%	122,050	0.3%	ETF
RTX RTX	$5,668,350	$153,321 ▼	-2.6%	38,819	0.3%	Aerospace
CL Colgate-Palmolive	$5,591,077	$104,989 ▼	-1.8%	61,508	0.2%	Consumer Staples
MKC McCormick & Company, Incorporated	$5,292,236	$30,707 ▲	0.6%	69,800	0.2%	Consumer Staples
ABBV AbbVie	$5,178,733	$45,662 ▲	0.9%	27,900	0.2%	Medical
HD Home Depot	$5,142,859	$260,681 ▼	-4.8%	14,027	0.2%	Retail/Wholesale
GNTX Gentex	$5,130,157	$1,835,285 ▼	-26.3%	233,295	0.2%	Auto/Tires/Trucks
ROP Roper Technologies	$4,793,199	$2,088,805 ▲	77.2%	8,456	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$4,582,938	$207,184 ▲	4.7%	25,217	0.2%	ETF
HAYW Hayward	$4,404,104	$3,036 ▲	0.1%	319,138	0.2%	Computer and Technology
EMR Emerson Electric	$3,949,101		0.0%	29,619	0.2%	Industrials
BXP BXP	$3,766,513		0.0%	55,825	0.2%	Finance
ABT Abbott Laboratories	$3,660,751	$109,489 ▲	3.1%	26,915	0.2%	Medical
VEA Vanguard FTSE Developed Markets ETF	$3,349,509	$13,568 ▲	0.4%	58,753	0.1%	ETF
V Visa	$3,211,519	$26,274 ▼	-0.8%	9,045	0.1%	Business Services
KVUE Kenvue	$3,055,183	$280,316 ▲	10.1%	145,971	0.1%	Consumer Staples
IWM iShares Russell 2000 ETF	$3,032,928	$88,258 ▼	-2.8%	14,055	0.1%	Finance
APD Air Products and Chemicals	$2,996,323	$1,086,213 ▼	-26.6%	10,623	0.1%	Basic Materials
IJS iShares S&P Small-Cap 600 Value ETF	$2,877,958	$829,551 ▼	-22.4%	28,927	0.1%	ETF
IR Ingersoll Rand	$2,752,426		0.0%	33,090	0.1%	Industrials
CRM Salesforce	$2,626,557	$241,331 ▼	-8.4%	9,632	0.1%	Computer and Technology
HLT Hilton Worldwide	$2,560,060	$61,791 ▲	2.5%	9,612	0.1%	Consumer Discretionary
WAB Wabtec	$2,499,430	$684,575 ▼	-21.5%	11,939	0.1%	Transportation
TMO Thermo Fisher Scientific	$2,491,957	$515,340 ▼	-17.1%	6,146	0.1%	Medical
LINDE PLC	$2,343,813	$2,346 ▼	-0.1%	4,996	0.1%	SHS
USB U.S. Bancorp	$2,326,529	$9,276 ▼	-0.4%	51,415	0.1%	Finance
ITW Illinois Tool Works	$2,265,552		0.0%	9,163	0.1%	Industrials
DIS Walt Disney	$1,964,356	$521,472 ▼	-21.0%	15,840	0.1%	Consumer Discretionary
UNP Union Pacific	$1,916,106	$52,918 ▼	-2.7%	8,328	0.1%	Transportation
XLE Energy Select Sector SPDR Fund	$1,875,149	$308,284 ▼	-14.1%	22,110	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,827,379	$386 ▼	0.0%	37,881	0.1%	Finance
ALLE Allegion	$1,801,500		0.0%	12,500	0.1%	Industrials
KMX CarMax	$1,791,079	$160,296 ▼	-8.2%	26,649	0.1%	Retail/Wholesale
CVX Chevron	$1,790,161	$218,365 ▼	-10.9%	12,502	0.1%	Energy
ABNB Airbnb	$1,781,128	$415,672 ▲	30.4%	13,459	0.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,678,706	$126,042 ▼	-7.0%	2,717	0.1%	Finance
MCD McDonald's	$1,640,827	$9,642 ▼	-0.6%	5,616	0.1%	Retail/Wholesale
CVS CVS Health	$1,636,550		0.0%	23,725	0.1%	Medical
DE Deere & Company	$1,634,795	$25,424 ▼	-1.5%	3,215	0.1%	Industrials
CAT Caterpillar	$1,569,921	$20,963 ▼	-1.3%	4,044	0.1%	Industrials
STZ Constellation Brands	$1,521,546	$789,323 ▼	-34.2%	9,353	0.1%	Consumer Staples
UPS United Parcel Service	$1,512,182	$563,245 ▼	-27.1%	14,981	0.1%	Transportation
GE GE Aerospace	$1,502,132	$1,802 ▼	-0.1%	5,836	0.1%	Aerospace
CARR Carrier Global	$1,470,460	$58,552 ▼	-3.8%	20,091	0.1%	Construction
GRAYSCALE BITCOIN MINI TR ET	$1,468,838		0.0%	30,761	0.1%	SHS NEW
MBLY Mobileye Global	$1,457,189	$4,864,938 ▼	-77.0%	81,045	0.1%	Auto/Tires/Trucks
WM Waste Management	$1,396,031		0.0%	6,101	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Birch Hill Investment Advisors LLC Top Holdings and 13F Report (2025)

About Birch Hill Investment Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirch Hill Investment Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools