Birch Hill Investment Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Birch Hill Investment Advisors LLC reported 181 stock positions worth $2.2 billion. Its top holding was Amazon.com (AMZN) at 5.6% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Fiserv (FISV, 5.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 6, added to 63 and reduced 72. The biggest buy was Edwards Lifesciences (EW, shares +90%) and the biggest sale Merck (MRK, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.2B (Q4 2024)
- SEC Filing
- 0001172661-25-000385 ↗ filed Jan 28, 2025
Holdings Value
Holdings 181 stocks · $2.2B
| AMZN Amazon.com Inc. | 5.63% | 551,766 | $121.1M | Reduce -1.3% |
| MSFT Microsoft Corp. | 5.46% | 278,384 | $117.3M | Add +0.1% |
| FISV Fiserv Inc. | 5.45% | 571,141 | $117.3M | Reduce -5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.89% | 231,999 | $105.2M | Add +0.7% |
| MRSH Marsh & McLennan Cos | 4.25% | 430,111 | $91.4M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 4.04% | 459,342 | $87.0M | Reduce -1.5% |
| AAPL Apple Inc. | 3.98% | 341,919 | $85.6M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.61% | 642,397 | $77.6M | Reduce -0.7% |
| ECL Ecolab Inc. | 3.32% | 304,794 | $71.4M | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 3.24% | 172,821 | $69.6M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.87% | 280,373 | $61.6M | Add +0.0% |
| ROK Rockwell Automation Inc. | 2.63% | 197,813 | $56.5M | Reduce -0.2% |
| EW Edwards Lifesciences Corp. | 2.54% | 738,779 | $54.7M | Add +90.3% |
| KR Kroger Co. | 2.52% | 884,661 | $54.1M | Reduce -2.3% |
| INTU Intuit Inc. | 2.51% | 85,980 | $54.0M | Reduce -0.1% |
| SPGI S&P Global Inc. | 2.38% | 102,741 | $51.2M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 1.98% | 223,281 | $42.5M | Reduce -2.5% |
| APH Amphenol Corp. Class A | 1.88% | 581,268 | $40.4M | Reduce -1.1% |
| LECO Lincoln Electric Holdings | 1.69% | 193,578 | $36.3M | Add +1.3% |
| COST Costco Wholesale Corp. | 1.66% | 39,073 | $35.8M | Reduce -2.5% |
| ALC Alcon Inc. filed as ALCON AG | 1.61% | 407,749 | $34.6M | Add +4.8% |
| WTS Watts Water Technologies-A | 1.59% | 168,329 | $34.2M | Add +7.7% |
| MA Mastercard Inc. Class A | 1.57% | 64,223 | $33.8M | Reduce -2.5% |
| STZ Constellation Brands Inc. Class A | 1.52% | 148,374 | $32.8M | Reduce -3.5% |
| LH Labcorp Holdings Inc. | 1.50% | 140,678 | $32.3M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 1.42% | 264,452 | $30.5M | Add +2.4% |
| MRK Merck & Co. Inc. | 1.36% | 294,555 | $29.3M | Reduce -34.1% |
| JPM JPMorgan Chase & Co. | 1.15% | 103,616 | $24.8M | Reduce -1.3% |
| JNJ Johnson & Johnson | 1.14% | 169,276 | $24.5M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 1.12% | 40,906 | $24.1M | Reduce -10.8% |
| ADBE Adobe Inc. | 1.03% | 49,736 | $22.1M | Add +17.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.00% | 20,420 | $21.5M | Reduce -2.1% |
| MDLZ Mondelez International Inc. Class A | 0.95% | 343,296 | $20.5M | Reduce -3.6% |
| GNTX Gentex Corp. | 0.66% | 496,450 | $14.3M | Reduce -9.0% |
| TT Trane Technologies PLC | 0.64% | 37,502 | $13.9M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 272,718 | $12.0M | Reduce -22.4% |
| PEP Pepsico Inc. | 0.55% | 77,860 | $11.8M | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.47% | 28,467 | $10.0M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.45% | 57,751 | $9.7M | Reduce -0.1% |
| MBLY Mobileye Global Inc. Class A | 0.42% | 453,633 | $9.0M | Reduce -22.9% |
| ADP Automatic Data Processing | 0.38% | 28,141 | $8.2M | Reduce -1.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.38% | 110,970 | $8.2M | Reduce -19.3% |
| XOM Exxon Mobil Corp. | 0.35% | 69,418 | $7.5M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 114,829 | $7.2M | Add +5.2% |
| CSL Carlisle Cos Inc. | 0.32% | 18,849 | $7.0M | Add +16.8% |
| AVGO Broadcom Inc. | 0.31% | 29,191 | $6.8M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.28% | 96,426 | $6.0M | Reduce -1.1% |
| CL Colgate-Palmolive Co. | 0.28% | 65,448 | $5.9M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.27% | 34,551 | $5.8M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.27% | 75,889 | $5.7M | Add +0.1% |
| BBJP JPMorgan Betabuilders Japan | 0.27% | 104,485 | $5.7M | Add +8.8% |
| HD Home Depot Inc. | 0.26% | 14,508 | $5.6M | Add +0.6% |
| NVDA Nvidia Corp. | 0.25% | 40,350 | $5.4M | Add +4.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.25% | 70,375 | $5.4M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 121,562 | $5.4M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.25% | 74,076 | $5.3M | Add +4.9% |
| UBER Uber Technologies Inc. | 0.25% | 87,447 | $5.3M | Add +57.0% |
| HAYW Hayward Holdings Inc. | 0.24% | 343,918 | $5.3M | Add +784.6% |
| ABBV Abbvie Inc. | 0.23% | 27,836 | $4.9M | Reduce -0.3% |
| APD Air Products & Chemicals Inc. | 0.23% | 16,929 | $4.9M | Add +2.8% |
| UPS United Parcel Service Class B | 0.22% | 38,302 | $4.8M | Reduce -10.7% |
| ADI Analog Devices Inc. | 0.21% | 21,653 | $4.6M | Add +21.3% |
| MAS Masco Corp. | 0.21% | 63,065 | $4.6M | Reduce -5.6% |
| RTX RTX Corp. | 0.21% | 38,749 | $4.5M | No change |
| BXP BXP Inc. | 0.20% | 59,025 | $4.4M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 40,357 | $4.4M | Add +7.1% |
| WAB Wabtec Corp. | 0.20% | 23,046 | $4.4M | Reduce -17.5% |
| KVUE Kenvue Inc. | 0.18% | 184,451 | $3.9M | Add +4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 7,287 | $3.8M | Add +0.2% |
| EMR Emerson Electric Co. | 0.17% | 29,619 | $3.7M | Reduce -0.4% |
| CRM Salesforce Inc. | 0.16% | 10,334 | $3.5M | Reduce -8.2% |
| IWM iShares Russell 2000 ETF | 0.14% | 13,839 | $3.1M | Add +0.3% |
| IR Ingersoll-Rand Inc. | 0.14% | 33,090 | $3.0M | No change |
| ABT Abbott Laboratories | 0.14% | 26,243 | $3.0M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 16,790 | $2.9M | New |
| NKE Nike Inc. Class B | 0.13% | 36,922 | $2.8M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 58,268 | $2.8M | Reduce -0.2% |
| V Visa Inc. Class A | 0.13% | 8,794 | $2.8M | Add +58.2% |
| USB US Bancorp | 0.13% | 56,759 | $2.7M | Reduce -1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 22,823 | $2.5M | Reduce -1.7% |
| KMX Carmax Inc. | 0.11% | 28,649 | $2.3M | Add +7.8% |
| ITW Illinois Tool Works | 0.11% | 9,163 | $2.3M | No change |
| ROP Roper Technologies Inc. | 0.11% | 4,466 | $2.3M | Add +27.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 9,263 | $2.3M | Add +3.7% |
| XLE SS Energy Select Sector | 0.10% | 25,795 | $2.2M | Add +3.4% |
| CVX Chevron Corp. | 0.10% | 15,202 | $2.2M | Reduce -0.5% |
| LIN Linde PLC | 0.10% | 5,126 | $2.1M | Add +0.9% |
| UNP Union Pacific Corp. | 0.09% | 8,441 | $1.9M | Reduce -3.1% |
| CVS CVS Health Corp. | 0.08% | 38,895 | $1.7M | Reduce -12.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.08% | 16,513 | $1.7M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,902 | $1.7M | Add +0.6% |
| MCD McDonald's Corp. | 0.08% | 5,815 | $1.7M | Reduce -0.6% |
| ALLE Allegion PLC | 0.08% | 12,500 | $1.6M | No change |
| EEM iShares MSCI Emerging Market | 0.07% | 37,779 | $1.6M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.07% | 4,119 | $1.5M | Add +1.9% |
| DE Deere & Co. | 0.07% | 3,517 | $1.5M | Add +0.1% |
| BC Brunswick Corp. | 0.07% | 22,592 | $1.5M | Add +372.9% |
| CARR Carrier Global Corp. | 0.07% | 21,128 | $1.4M | Reduce -1.9% |
| DOV Dover Corp. | 0.06% | 6,970 | $1.3M | No change |
| WM Waste Management Inc. | 0.06% | 6,101 | $1.2M | Add +3.7% |
Portfolio Sells Q3 2024 → Q4 2024
| MRK Merck & Co. Inc. | Reduce -34.1% | 1.36% | −1.02 |
| ECL Ecolab Inc. | Reduce -0.5% | 3.32% | −0.35 |
| STZ Constellation Brands Inc. Class A | Reduce -3.5% | 1.52% | −0.34 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.6% | 0.95% | −0.28 |
| MRSH Marsh & McLennan Cos | Reduce -0.3% | 4.25% | −0.27 |
| JNJ Johnson & Johnson | Reduce -4.2% | 1.14% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 1.12% | −0.12 |
| BAC Bank of America Corp. | Reduce -22.4% | 0.56% | −0.10 |
| GNTX Gentex Corp. | Reduce -9.0% | 0.66% | −0.10 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.55% | −0.08 |
| CL Colgate-Palmolive Co. | Reduce -3.7% | 0.28% | −0.05 |
| MAS Masco Corp. | Reduce -5.6% | 0.21% | −0.05 |
| CVS CVS Health Corp. | Reduce -12.5% | 0.08% | −0.05 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.28% | −0.05 |
| UPS United Parcel Service Class B | Reduce -10.7% | 0.22% | −0.05 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.04 |
| WAB Wabtec Corp. | Reduce -17.5% | 0.20% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.23% | −0.03 |
| NKE Nike Inc. Class B | Reduce -1.7% | 0.13% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.6% | 0.25% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.45% | −0.02 |
| GWW WW Grainger Inc. | Reduce -2.1% | 1.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.13% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.9% | 0.07% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -22.6% | 0.04% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.1% | 0.09% | −0.01 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.01 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.5% | 0.07% | −0.01 |
| PFE Pfizer Inc. | Reduce -13.5% | 0.03% | −0.01 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -13.2% | 0.05% | −0.01 |
| ACGL Arch Capital Group Ltd. | Reduce -1.5% | 0.03% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.7% | 0.04% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -1.7% | 0.04% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -3.8% | 0.08% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.08% | −0.01 |
| D Dominion Energy Inc. | Reduce -1.3% | 0.05% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 1.66% | −0.00 |
| AVY Avery Dennison Corp. | Reduce -1.1% | 0.02% | −0.00 |
| CVX Chevron Corp. | Reduce -0.5% | 0.10% | −0.00 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.14% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -4.8% | 0.02% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.9% | 0.02% | −0.00 |
| MMM 3M Co. | Reduce -0.5% | 0.04% | −0.00 |
| NTR Nutrien Ltd. | Reduce -1.8% | 0.02% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -2.1% | 0.03% | −0.00 |
| SYY Sysco Corp. | Reduce -1.9% | 0.02% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| EW Edwards Lifesciences Corp. | Add +90.3% | 2.54% | +1.34 |
| HAYW Hayward Holdings Inc. | Add +784.6% | 0.24% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | New | 0.14% | +0.14 |
| WTS Watts Water Technologies-A | Add +7.7% | 1.59% | +0.07 |
| V Visa Inc. Class A | Add +58.2% | 0.13% | +0.06 |
| CHWY Chewy Inc. Class A | New | 0.05% | +0.05 |
| BC Brunswick Corp. | Add +372.9% | 0.07% | +0.05 |
| UBER Uber Technologies Inc. | Add +57.0% | 0.25% | +0.05 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +4.1% | 0.25% | +0.03 |
| LH Labcorp Holdings Inc. | Add +0.2% | 1.50% | +0.03 |
| PRTCY Puretech Health PLC - ADR | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +60.5% | 0.04% | +0.03 |
| ADI Analog Devices Inc. | Add +21.3% | 0.21% | +0.02 |
| HON Honeywell International Inc. | Add +161.4% | 0.03% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| ROP Roper Technologies Inc. | Add +27.9% | 0.11% | +0.02 |
| SITE Siteone Landscape Supply Inc. | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +7.1% | 0.20% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +5.2% | 0.33% | +0.01 |
| KMX Carmax Inc. | Add +7.8% | 0.11% | +0.01 |
| MLPX Global X MLP & Energy Infras | New | 0.01% | +0.01 |
| DRI Darden Restaurants Inc. | New | 0.01% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +3.7% | 0.11% | +0.01 |
| BKNG Booking Holdings Inc. | Add +1.4% | 0.05% | +0.01 |
| META Meta Platforms Inc. Class A | Add +18.4% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +3.2% | 0.04% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +32.8% | 0.02% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +33.6% | 0.03% | +0.00 |
| WFC Wells Fargo & Co. | Add +1.0% | 0.02% | +0.00 |
| SYK Stryker Corp. | Add +29.5% | 0.01% | +0.00 |
| FDS Factset Research Systems Inc. | Add +8.5% | 0.02% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +29.0% | 0.02% | +0.00 |
| ADBE Adobe Inc. | Add +17.9% | 1.03% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 0.02% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.08% | +0.00 |
| DE Deere & Co. | Add +0.1% | 0.07% | +0.00 |
| MO Altria Group Inc. | Add +0.1% | 0.01% | +0.00 |
| NSC Norfolk Southern Corp. | Add +7.0% | 0.02% | 0.00 |
| WM Waste Management Inc. | Add +3.7% | 0.06% | −0.00 |
| PM Philip Morris International | Add +1.3% | 0.03% | −0.00 |
| XLE SS Energy Select Sector | Add +3.4% | 0.10% | −0.00 |
| BBJP JPMorgan Betabuilders Japan | Add +8.8% | 0.27% | −0.00 |
| XYL Xylem Inc. | Add +10.9% | 0.01% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.14% | −0.00 |
| PPG PPG Industries Inc. | Add +3.6% | 0.02% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +6.0% | 0.03% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 1.42% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +2.8% | 0.23% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $2.5B | AMZN, APH, GOOGL, BRK.B, AAPL |
| Q1 2026 | 195 | $2.2B | AMZN, MSFT, BRK.B, GOOGL, TJX |
| Q4 2025 | 200 | $2.4B | MSFT, AMZN, GOOGL, BRK.B, APH |
| Q3 2025 | 197 | $2.4B | MSFT, AMZN, BRK.B, APH, AAPL |
| Q2 2025 | 195 | $2.3B | MSFT, AMZN, BRK.B, MRSH, FISV |
| Q1 2025 | 187 | $2.1B | BRK.B, FISV, MSFT, MRSH, AMZN |
| Q4 2024 | 181 | $2.2B | AMZN, MSFT, FISV, BRK.B, MRSH |
| Q3 2024 | 178 | $2.1B | MSFT, FISV, BRK.B, AMZN, MRSH |
| Q2 2024 | 172 | $2.1B | MSFT, AMZN, BRK.B, FISV, MRSH |
| Q1 2024 | 172 | $2.1B | MSFT, AMZN, FISV, BRK.B, MRSH |