Birch Hill Investment Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Birch Hill Investment Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 187 holdings worth $2.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 187
Total Value: 2108251957
Accession Number: 0001172661-25-001512
Form Type: 13F-HR
CIK: 0001424177
Manager Name: Birch Hill Investment Advisors LLC

Data Enrichment

93% identified

174 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $2,108,251.957K total value

187 positions

Manager:

SEC FilingSEC DataHachi Filing

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

224881(-3.1%)

Value:

$119.8B(+13.9%)

FISERV INC

FI|337738108

532468(-6.8%)

Value:

$117.6B(+0.2%)

MICROSOFT CORP

MSFT|594918104

283380(+1.8%)

Value:

$106.4B(-9.3%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

430488(+0.1%)

Value:

$105.1B(+15.0%)

AMAZON COM INC

AMZN|023135106

547072(-0.8%)

Value:

$104.1B(-14.0%)

Apple Inc.

AAPL|037833100

353053(+3.3%)

Value:

$78.4B(-8.4%)

ECOLAB INC.

ECL|278865100

303484(-0.4%)

Value:

$76.9B(+7.7%)

TJX COMPANIES INC /DE/

TJX|872540109

627692(-2.3%)

Value:

$76.5B(-1.5%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

148304(-14.2%)

Value:

$71.9B(+3.3%)

Alphabet Inc.

GOOGL|02079K305

445571(-3.0%)

Value:

$68.9B(-20.8%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

272827(-2.7%)

Value:

$67.8B(+10.1%)

KROGER CO

KR|501044101

872866(-1.3%)

Value:

$59.1B(+9.2%)

Edwards Lifesciences Corp

EW|28176E108

756599(+2.4%)

Value:

$54.8B(+0.3%)

S&P Global Inc.

SPGI|78409V104

103922(+1.1%)

Value:

$52.8B(+3.2%)

INTUIT INC.

INTU|461202103

85580(-0.5%)

Value:

$52.5B(-2.8%)

AMPHENOL CORP /DE/

APH|032095101

787726(+35.5%)

Value:

$51.7B(+28.0%)

ROCKWELL AUTOMATION, INC

ROK|773903109

197863(+0.0%)

Value:

$51.1B(-9.6%)

ALCON INC

ALC|H01301128

417139(+2.3%)

Value:

$39.6B(+14.4%)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

183479(+9.0%)

Value:

$37.4B(+9.3%)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

196344(+1.4%)

Value:

$37.1B(+2.3%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Bcusip084670702)	224.9K	QoQ -3.06% (-7.1K) YoY -3.55% (-8.3K)	All Managers (Combined)	$119.8M	QoQ +13.88% (-$14.6M) YoY +22.14% (-$21.7M)
Fiserv Inc(FIcusip337738108)	532.5K	QoQ -6.77% (-38.7K) YoY -15.38% (-96.8K)	All Managers (Combined)	$117.6M	QoQ +0.22% (-$261.1K) YoY +16.91% (-$17.0M)
Microsoft Corp(MSFTcusip594918104)	283.4K	QoQ +1.79% (-5.0K) YoY -0.32% (-937)	All Managers (Combined)	$106.4M	QoQ -9.34% (-$11.0M) YoY -11.06% (-$13.2M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	430.5K	QoQ +0.08% (+377) YoY -1.62% (-7.1K)	All Managers (Combined)	$105.1M	QoQ +14.98% (+$13.7M) YoY +16.55% (-$14.9M)
Amazon Com Inc(AMZNcusip023135106)	547.1K	QoQ -0.85% (-4.7K) YoY -2.92% (-16.5K)	All Managers (Combined)	$104.1M	QoQ -14.01% (-$17.0M) YoY +2.39% (-$2.4M)
Apple Inc.(AAPLcusip037833100)	353.1K	QoQ +3.25% (-11.1K) YoY +3.41% (+11.7K)	All Managers (Combined)	$78.4M	QoQ -8.40% (-$7.2M) YoY +33.96% (+$19.9M)
Ecolab Inc.(ECLcusip278865100)	303.5K	QoQ -0.42% (-1.3K) YoY -2.09% (-6.5K)	All Managers (Combined)	$76.9M	QoQ +7.72% (-$5.5M) YoY +7.49% (-$5.4M)
Tjx Companies Inc /De/(TJXcusip872540109)	627.7K	QoQ -2.28% (-14.7K) YoY -5.09% (-33.7K)	All Managers (Combined)	$76.5M	QoQ -1.48% (-$1.2M) YoY +13.97% (-$9.4M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	148.3K	QoQ -14.18% (-24.5K) YoY -13.64% (-23.4K)	All Managers (Combined)	$71.9M	QoQ +3.31% (-$2.3M) YoY +0.16% (-$115.9K)
Alphabet Inc.(GOOGLcusip02079K305)	445.6K	QoQ -2.99% (-13.8K) YoY -7.93% (-38.4K)	All Managers (Combined)	$68.9M	QoQ -20.75% (-$18.1M) YoY -5.66% (-$4.1M)
International Business Machines Corp(IBMcusip459200101)	272.8K	QoQ -2.69% (-7.5K) YoY -4.15% (-11.8K)	All Managers (Combined)	$67.8M	QoQ +10.07% (-$6.2M) YoY +24.80% (-$13.5M)
Kroger Co(KRcusip501044101)	872.9K	QoQ -1.33% (-11.8K) YoY -2.65% (-23.8K)	All Managers (Combined)	$59.1M	QoQ +9.21% (-$5.0M) YoY +15.34% (-$7.9M)
Edwards Lifesciences Corp(EWcusip28176E108)	756.6K	QoQ +2.41% (+17.8K) YoY +95.79% (+370.2K)	All Managers (Combined)	$54.8M	QoQ +0.26% (+$146.5K) YoY +48.50% (+$17.9M)
S&P Global Inc.(SPGIcusip78409V104)	103.9K	QoQ +1.14% (+1.2K) YoY +10.12% (+9.6K)	All Managers (Combined)	$52.8M	QoQ +3.19% (+$1.6M) YoY +31.51% (+$12.7M)
Intuit Inc.(INTUcusip461202103)	85.6K	QoQ -0.46% (-400) YoY +0.80% (-687)	All Managers (Combined)	$52.5M	QoQ -2.76% (-$1.5M) YoY -4.77% (-$2.6M)
Amphenol Corp /De/(APHcusip032095101)	787.7K	QoQ +35.51% (+206.5K) YoY +159.20% (+483.8K)	All Managers (Combined)	$51.7M	QoQ +27.98% (+$11.3M) YoY +47.38% (+$16.6M)
Rockwell Automation, Inc(ROKcusip773903109)	197.9K	QoQ +0.02% (-50) YoY +0.75% (-1.5K)	All Managers (Combined)	$51.1M	QoQ -9.56% (-$5.4M) YoY -10.63% (-$6.1M)
Alcon Inc(ALCcusipH01301128)	417.1K	QoQ +2.30% (+9.4K) YoY +13.94% (+51.0K)	All Managers (Combined)	$39.6M	QoQ +14.40% (+$5.0M) YoY +29.86% (+$9.1M)
Watts Water Technologies Inc(WTScusip942749102)	183.5K	QoQ +9.00% (+15.2K) YoY +37.99% (+50.5K)	All Managers (Combined)	$37.4M	QoQ +9.33% (+$3.2M) YoY +32.39% (+$9.2M)
Lincoln Electric Holdings Inc(LECOcusip533900106)	196.3K	QoQ +1.42% (+2.8K) YoY +8.32% (-15.1K)	All Managers (Combined)	$37.1M	QoQ +2.34% (+$850.4K) YoY -19.78% (-$9.2M)