Birch Hill Investment Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Birch Hill Investment Advisors LLC reported 187 stock positions worth $2.1 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 5.7% of the portfolio, followed by Fiserv (FISV, 5.6%) and Microsoft (MSFT, 5.0%). Compared with Q4 2024, it opened 10 new positions, sold out of 4, added to 62 and reduced 74. The biggest buy was Analog Devices (ADI, shares +487%) and the biggest sale Constellation Brands Class A (STZ, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.1B (Q1 2025)
- SEC Filing
- 0001172661-25-001512 ↗ filed Apr 18, 2025
Holdings Value
Holdings 187 stocks · $2.1B
| BRK.B Berkshire Hathaway Inc. Class B | 5.68% | 224,881 | $119.8M | Reduce -3.1% |
| FISV Fiserv Inc. | 5.58% | 532,468 | $117.6M | Reduce -6.8% |
| MSFT Microsoft Corp. | 5.05% | 283,380 | $106.4M | Add +1.8% |
| MRSH Marsh & McLennan Cos | 4.98% | 430,488 | $105.1M | Add +0.1% |
| AMZN Amazon.com Inc. | 4.94% | 547,072 | $104.1M | Reduce -0.8% |
| AAPL Apple Inc. | 3.72% | 353,053 | $78.4M | Add +3.3% |
| ECL Ecolab Inc. | 3.65% | 303,484 | $76.9M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.63% | 627,692 | $76.5M | Reduce -2.3% |
| VRTX Vertex Pharmaceuticals Inc. | 3.41% | 148,304 | $71.9M | Reduce -14.2% |
| GOOGL Alphabet Inc. Class A | 3.27% | 445,571 | $68.9M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.22% | 272,827 | $67.8M | Reduce -2.7% |
| KR Kroger Co. | 2.80% | 872,866 | $59.1M | Reduce -1.3% |
| EW Edwards Lifesciences Corp. | 2.60% | 756,599 | $54.8M | Add +2.4% |
| SPGI S&P Global Inc. | 2.50% | 103,922 | $52.8M | Add +1.1% |
| INTU Intuit Inc. | 2.49% | 85,580 | $52.5M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 2.45% | 787,726 | $51.7M | Add +35.5% |
| ROK Rockwell Automation Inc. | 2.42% | 197,863 | $51.1M | Add +0.0% |
| ALC Alcon Inc. filed as ALCON AG | 1.88% | 417,139 | $39.6M | Add +2.3% |
| WTS Watts Water Technologies-A | 1.77% | 183,479 | $37.4M | Add +9.0% |
| LECO Lincoln Electric Holdings | 1.76% | 196,344 | $37.1M | Add +1.4% |
| MA Mastercard Inc. Class A | 1.65% | 63,407 | $34.8M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 1.64% | 36,666 | $34.7M | Reduce -6.2% |
| GOOG Alphabet Inc. Class C | 1.62% | 217,946 | $34.0M | Reduce -2.4% |
| LH Labcorp Holdings Inc. | 1.59% | 143,644 | $33.4M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 1.33% | 267,253 | $27.9M | Add +1.1% |
| ADI Analog Devices Inc. | 1.22% | 127,158 | $25.6M | Add +487.3% |
| JPM JPMorgan Chase & Co. | 1.19% | 102,548 | $25.2M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.18% | 150,110 | $24.9M | Reduce -11.3% |
| IVV iShares Core S&P 500 ETF | 1.10% | 41,403 | $23.3M | Add +1.2% |
| MDLZ Mondelez International Inc. Class A | 1.02% | 317,896 | $21.6M | Reduce -7.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.95% | 20,222 | $20.0M | Reduce -1.0% |
| ADBE Adobe Inc. | 0.85% | 46,534 | $17.8M | Reduce -6.4% |
| CSL Carlisle Cos Inc. | 0.79% | 48,864 | $16.6M | Add +159.2% |
| MRK Merck & Co. Inc. | 0.65% | 152,976 | $13.7M | Reduce -48.1% |
| TT Trane Technologies PLC | 0.60% | 37,502 | $12.6M | No change |
| PEP Pepsico Inc. | 0.49% | 68,364 | $10.3M | Reduce -12.2% |
| PG The Procter & Gamble Co. | 0.48% | 58,834 | $10.0M | Add +1.9% |
| ACN Accenture PLC Class A | 0.45% | 30,467 | $9.5M | Add +7.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 222,425 | $9.3M | Reduce -18.4% |
| ADP Automatic Data Processing | 0.41% | 28,151 | $8.6M | Add +0.0% |
| UBER Uber Technologies Inc. | 0.40% | 116,947 | $8.5M | Add +33.7% |
| XOM Exxon Mobil Corp. | 0.40% | 70,184 | $8.3M | Add +1.1% |
| GNTX Gentex Corp. | 0.35% | 316,755 | $7.4M | Reduce -36.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.34% | 110,970 | $7.2M | No change |
| IJH iShares Core S&P Midcap ETF | 0.32% | 116,864 | $6.8M | Add +1.8% |
| KO The Coca-Cola Co. | 0.32% | 94,426 | $6.8M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 0.30% | 76,262 | $6.2M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.28% | 62,663 | $5.9M | Reduce -4.3% |
| BBJP JPMorgan Betabuilders Japan | 0.28% | 104,086 | $5.8M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.27% | 27,654 | $5.8M | Reduce -0.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.27% | 69,395 | $5.7M | Reduce -1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 121,581 | $5.5M | Add +0.0% |
| NVDA Nvidia Corp. | 0.26% | 49,946 | $5.4M | Add +23.8% |
| HD Home Depot Inc. | 0.26% | 14,738 | $5.4M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.25% | 75,405 | $5.3M | Add +1.8% |
| RTX RTX Corp. | 0.25% | 39,869 | $5.3M | Add +2.9% |
| MBLY Mobileye Global Inc. Class A | 0.24% | 351,620 | $5.1M | Reduce -22.5% |
| AVGO Broadcom Inc. | 0.23% | 28,666 | $4.8M | Reduce -1.8% |
| ORCL Oracle Corp. | 0.22% | 33,312 | $4.7M | Reduce -3.6% |
| HAYW Hayward Holdings Inc. | 0.21% | 318,918 | $4.4M | Reduce -7.3% |
| APD Air Products & Chemicals Inc. | 0.20% | 14,474 | $4.3M | Reduce -14.5% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 24,077 | $4.2M | Add +43.4% |
| BXP BXP Inc. | 0.18% | 55,825 | $3.8M | Reduce -5.4% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 7,417 | $3.7M | Add +1.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.17% | 37,265 | $3.6M | Reduce -7.7% |
| ABT Abbott Laboratories | 0.16% | 26,110 | $3.5M | Reduce -0.5% |
| CHWY Chewy Inc. Class A | 0.16% | 101,795 | $3.3M | Add +190.4% |
| EMR Emerson Electric Co. | 0.15% | 29,619 | $3.2M | No change |
| V Visa Inc. Class A | 0.15% | 9,119 | $3.2M | Add +3.7% |
| KVUE Kenvue Inc. | 0.15% | 132,578 | $3.2M | Reduce -28.1% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 58,515 | $3.0M | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.14% | 14,464 | $2.9M | Add +4.5% |
| CRM Salesforce Inc. | 0.13% | 10,517 | $2.8M | Add +1.8% |
| ROP Roper Technologies Inc. | 0.13% | 4,771 | $2.8M | Add +6.8% |
| WAB Wabtec Corp. | 0.13% | 15,209 | $2.8M | Reduce -34.0% |
| IR Ingersoll-Rand Inc. | 0.13% | 33,090 | $2.6M | No change |
| STZ Constellation Brands Inc. Class A | 0.12% | 14,205 | $2.6M | Reduce -90.4% |
| MAS Masco Corp. | 0.12% | 37,360 | $2.6M | Reduce -40.8% |
| XLE SS Energy Select Sector | 0.11% | 25,745 | $2.4M | Reduce -0.2% |
| CVX Chevron Corp. | 0.11% | 14,027 | $2.3M | Reduce -7.7% |
| LIN Linde PLC | 0.11% | 5,001 | $2.3M | Reduce -2.4% |
| ITW Illinois Tool Works | 0.11% | 9,163 | $2.3M | No change |
| KMX Carmax Inc. | 0.11% | 29,034 | $2.3M | Add +1.3% |
| UPS United Parcel Service Class B | 0.11% | 20,561 | $2.3M | Reduce -46.3% |
| USB US Bancorp | 0.10% | 51,620 | $2.2M | Reduce -9.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 9,380 | $2.1M | Add +1.3% |
| UNP Union Pacific Corp. | 0.10% | 8,558 | $2.0M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 20,045 | $2.0M | Reduce -12.2% |
| MCD McDonald's Corp. | 0.08% | 5,649 | $1.8M | Reduce -2.9% |
| EEM iShares MSCI Emerging Market | 0.08% | 37,889 | $1.7M | Add +0.3% |
| NKE Nike Inc. Class B | 0.08% | 25,805 | $1.6M | Reduce -30.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,921 | $1.6M | Add +0.7% |
| ALLE Allegion PLC | 0.08% | 12,500 | $1.6M | No change |
| BC Brunswick Corp. | 0.08% | 30,024 | $1.6M | Add +32.9% |
| CVS CVS Health Corp. | 0.08% | 23,725 | $1.6M | Reduce -39.0% |
| DE Deere & Co. | 0.07% | 3,265 | $1.5M | Reduce -7.2% |
| WM Waste Management Inc. | 0.07% | 6,101 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.06% | 4,098 | $1.4M | Reduce -0.5% |
| CARR Carrier Global Corp. | 0.06% | 20,891 | $1.3M | Reduce -1.1% |
| ABNB Airbnb Inc. Class A | 0.06% | 10,318 | $1.2M | Add +59.7% |
Portfolio Sells Q4 2024 → Q1 2025
| STZ Constellation Brands Inc. Class A | Reduce -90.4% | 0.12% | −1.40 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 3.27% | −0.77 |
| MRK Merck & Co. Inc. | Reduce -48.1% | 0.65% | −0.71 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 4.94% | −0.69 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 1.62% | −0.36 |
| GNTX Gentex Corp. | Reduce -36.2% | 0.35% | −0.31 |
| ADBE Adobe Inc. | Reduce -6.4% | 0.85% | −0.18 |
| MBLY Mobileye Global Inc. Class A | Reduce -22.5% | 0.24% | −0.18 |
| UPS United Parcel Service Class B | Reduce -46.3% | 0.11% | −0.12 |
| BAC Bank of America Corp. | Reduce -18.4% | 0.44% | −0.12 |
| MAS Masco Corp. | Reduce -40.8% | 0.12% | −0.09 |
| AVGO Broadcom Inc. | Reduce -1.8% | 0.23% | −0.09 |
| WAB Wabtec Corp. | Reduce -34.0% | 0.13% | −0.07 |
| PEP Pepsico Inc. | Reduce -12.2% | 0.49% | −0.06 |
| GWW WW Grainger Inc. | Reduce -1.0% | 0.95% | −0.05 |
| NKE Nike Inc. Class B | Reduce -30.1% | 0.08% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -63.7% | 0.03% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.22% | −0.05 |
| HAYW Hayward Holdings Inc. | Reduce -7.3% | 0.21% | −0.03 |
| KVUE Kenvue Inc. | Reduce -28.1% | 0.15% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -7.7% | 0.17% | −0.03 |
| BXP BXP Inc. | Reduce -5.4% | 0.18% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -63.5% | 0.01% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -14.5% | 0.20% | −0.03 |
| DIS The Walt Disney Co. | Reduce -12.2% | 0.09% | −0.02 |
| USB US Bancorp | Reduce -9.1% | 0.10% | −0.02 |
| INTU Intuit Inc. | Reduce -0.5% | 2.49% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -6.2% | 1.64% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -23.1% | 0.02% | −0.01 |
| CSX CSX Corp. | Sold out | 0.00% | −0.01 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.01 |
| HPQ HP Inc. | Sold out | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.06% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -31.5% | 0.02% | −0.01 |
| CVS CVS Health Corp. | Reduce -39.0% | 0.08% | −0.00 |
| UL Unilever PLC | Reduce -33.5% | 0.01% | −0.00 |
| CARR Carrier Global Corp. | Reduce -1.1% | 0.06% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -19.0% | 0.02% | −0.00 |
| PFE Pfizer Inc. | Reduce -9.4% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 0.05% | −0.00 |
| SYY Sysco Corp. | Reduce -16.7% | 0.02% | −0.00 |
| GEV GE Vernova Inc. | Reduce -4.5% | 0.02% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.03% | −0.00 |
| MS Morgan Stanley | Reduce -4.8% | 0.01% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.5% | 0.04% | −0.00 |
| AVY Avery Dennison Corp. | Reduce -1.3% | 0.02% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 0.01% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -0.4% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -1.0% | 0.02% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| ADI Analog Devices Inc. | Add +487.3% | 1.22% | +1.00 |
| MRSH Marsh & McLennan Cos | Add +0.1% | 4.98% | +0.74 |
| APH Amphenol Corp. Class A | Add +35.5% | 2.45% | +0.57 |
| CSL Carlisle Cos Inc. | Add +159.2% | 0.79% | +0.47 |
| ALC Alcon Inc. | Add +2.3% | 1.88% | +0.27 |
| WTS Watts Water Technologies-A | Add +9.0% | 1.77% | +0.18 |
| UBER Uber Technologies Inc. | Add +33.7% | 0.40% | +0.16 |
| SPGI S&P Global Inc. | Add +1.1% | 2.50% | +0.13 |
| CHWY Chewy Inc. Class A | Add +190.4% | 0.16% | +0.10 |
| LH Labcorp Holdings Inc. | Add +2.1% | 1.59% | +0.09 |
| LECO Lincoln Electric Holdings | Add +1.4% | 1.76% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +43.4% | 0.20% | +0.06 |
| EW Edwards Lifesciences Corp. | Add +2.4% | 2.60% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.40% | +0.05 |
| RTX RTX Corp. | Add +2.9% | 0.25% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +0.5% | 0.30% | +0.03 |
| PG The Procter & Gamble Co. | Add +1.9% | 0.48% | +0.03 |
| ROP Roper Technologies Inc. | Add +6.8% | 0.13% | +0.03 |
| ADP Automatic Data Processing | Add +0.0% | 0.41% | +0.03 |
| V Visa Inc. Class A | Add +3.7% | 0.15% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +59.7% | 0.06% | +0.02 |
| SITE Siteone Landscape Supply Inc. | Add +124.3% | 0.03% | +0.02 |
| BX Blackstone Inc. | New | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 0.26% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 0.14% | +0.01 |
| RSPE Invesco ESG SP 500 Eq Weight | New | 0.01% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.01% | +0.01 |
| WELL Welltower Inc. | New | 0.01% | +0.01 |
| ARES Ares Management Corp. Class A | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | New | 0.01% | +0.01 |
| IHI iShares U.S. Medical Devices | New | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | New | 0.01% | +0.01 |
| BC Brunswick Corp. | Add +32.9% | 0.08% | +0.01 |
| AMGN Amgen Inc. | Add +5.6% | 0.03% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.8% | 0.25% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +17.4% | 0.04% | +0.01 |
| UNP Union Pacific Corp. | Add +1.4% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +16.2% | 0.05% | +0.01 |
| NTR Nutrien Ltd. | Add +10.1% | 0.03% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +22.8% | 0.02% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.3% | 0.08% | +0.01 |
| NVDA Nvidia Corp. | Add +23.8% | 0.26% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +26.9% | 0.02% | +0.00 |
| COPX Global X Copper Miners ETF | Add +1.3% | 0.05% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +4.4% | 0.04% | +0.00 |
| PAYX Paychex Inc. | Add +6.0% | 0.02% | +0.00 |
| XYL Xylem Inc. | Add +9.2% | 0.02% | +0.00 |
| DHR Danaher Corp. | Add +16.8% | 0.03% | +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 |