Birch Hill Investment Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Birch Hill Investment Advisors LLC reported 195 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Amazon.com (AMZN, 5.3%) and Berkshire Hathaway Class B (BRK.B, 4.7%). Compared with Q1 2025, it opened 10 new positions, sold out of 2, added to 41 and reduced 91. The biggest buy was a new position in West Pharmaceutical Services (WST) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001172661-25-002792 ↗ filed Jul 30, 2025
Holdings Value
Holdings 195 stocks · $2.3B
| MSFT Microsoft Corp. | 6.25% | 283,105 | $140.8M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 5.32% | 546,256 | $119.8M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.73% | 219,128 | $106.4M | Reduce -2.6% |
| MRSH Marsh & McLennan Cos | 4.14% | 426,623 | $93.3M | Reduce -0.9% |
| FISV Fiserv Inc. | 4.13% | 539,914 | $93.1M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.54% | 270,337 | $79.7M | Reduce -0.9% |
| ECL Ecolab Inc. | 3.53% | 295,261 | $79.6M | Reduce -2.7% |
| APH Amphenol Corp. Class A | 3.40% | 775,352 | $76.6M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.36% | 612,471 | $75.6M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 3.30% | 421,416 | $74.3M | Reduce -5.4% |
| AAPL Apple Inc. | 3.26% | 357,701 | $73.4M | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 2.93% | 148,314 | $66.0M | Add +0.0% |
| ROK Rockwell Automation Inc. | 2.91% | 197,351 | $65.6M | Reduce -0.3% |
| INTU Intuit Inc. | 2.88% | 82,391 | $64.9M | Reduce -3.7% |
| KR Kroger Co. | 2.71% | 850,196 | $61.0M | Reduce -2.6% |
| EW Edwards Lifesciences Corp. | 2.64% | 760,587 | $59.5M | Add +0.5% |
| SPGI S&P Global Inc. | 2.46% | 105,119 | $55.4M | Add +1.1% |
| WTS Watts Water Technologies-A | 2.03% | 186,198 | $45.8M | Add +1.5% |
| LECO Lincoln Electric Holdings | 1.82% | 198,169 | $41.1M | Add +0.9% |
| ALC Alcon Inc. filed as ALCON AG | 1.72% | 437,677 | $38.6M | Add +4.9% |
| LH Labcorp Holdings Inc. | 1.68% | 144,453 | $37.9M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 1.65% | 209,020 | $37.1M | Reduce -4.1% |
| COST Costco Wholesale Corp. | 1.57% | 35,670 | $35.3M | Reduce -2.7% |
| MA Mastercard Inc. Class A | 1.53% | 61,262 | $34.4M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 1.31% | 101,427 | $29.4M | Reduce -1.1% |
| ADI Analog Devices Inc. | 1.23% | 116,489 | $27.7M | Reduce -8.4% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 240,394 | $26.3M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 1.14% | 41,220 | $25.6M | Reduce -0.4% |
| JNJ Johnson & Johnson | 1.03% | 151,350 | $23.1M | Add +0.8% |
| PEP Pepsico Inc. | 0.94% | 160,390 | $21.2M | Add +134.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.93% | 20,199 | $21.0M | Reduce -0.1% |
| MDLZ Mondelez International Inc. Class A | 0.87% | 291,385 | $19.7M | Reduce -8.3% |
| CSL Carlisle Cos Inc. | 0.84% | 50,717 | $18.9M | Add +3.8% |
| TT Trane Technologies PLC | 0.73% | 37,502 | $16.4M | No change |
| ADBE Adobe Inc. | 0.72% | 41,774 | $16.2M | Reduce -10.2% |
| WST West Pharmaceutical Services | 0.71% | 72,832 | $15.9M | New |
| CHWY Chewy Inc. Class A | 0.60% | 319,511 | $13.6M | Add +213.9% |
| UBER Uber Technologies Inc. | 0.49% | 118,831 | $11.1M | Add +1.6% |
| NVDA Nvidia Corp. | 0.47% | 66,318 | $10.5M | Add +32.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 216,314 | $10.2M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.41% | 134,255 | $9.3M | Add +78.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.41% | 109,150 | $9.3M | Reduce -1.6% |
| BBJP JPMorgan Betabuilders Japan | 0.40% | 147,541 | $9.1M | Add +41.8% |
| ADP Automatic Data Processing | 0.39% | 28,271 | $8.7M | Add +0.4% |
| ACN Accenture PLC Class A | 0.38% | 28,994 | $8.7M | Reduce -4.8% |
| MRK Merck & Co. Inc. | 0.37% | 106,577 | $8.4M | Reduce -30.3% |
| PG The Procter & Gamble Co. | 0.36% | 50,884 | $8.1M | Reduce -13.5% |
| XOM Exxon Mobil Corp. | 0.33% | 69,609 | $7.5M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 116,791 | $7.2M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.31% | 32,264 | $7.1M | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.31% | 25,564 | $7.0M | Reduce -10.8% |
| EFA iShares MSCI Eafe ETF | 0.30% | 76,328 | $6.8M | Add +0.1% |
| KO The Coca-Cola Co. | 0.29% | 93,576 | $6.6M | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 122,050 | $6.0M | Add +0.4% |
| RTX RTX Corp. | 0.25% | 38,819 | $5.7M | Reduce -2.6% |
| CL Colgate-Palmolive Co. | 0.25% | 61,508 | $5.6M | Reduce -1.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.23% | 69,800 | $5.3M | Add +0.6% |
| ABBV Abbvie Inc. | 0.23% | 27,900 | $5.2M | Add +0.9% |
| HD Home Depot Inc. | 0.23% | 14,027 | $5.1M | Reduce -4.8% |
| GNTX Gentex Corp. | 0.23% | 233,295 | $5.1M | Reduce -26.4% |
| ROP Roper Technologies Inc. | 0.21% | 8,456 | $4.8M | Add +77.2% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 25,217 | $4.6M | Add +4.7% |
| HAYW Hayward Holdings Inc. | 0.20% | 319,138 | $4.4M | Add +0.1% |
| EMR Emerson Electric Co. | 0.18% | 29,619 | $3.9M | No change |
| BXP BXP Inc. | 0.17% | 55,825 | $3.8M | No change |
| ABT Abbott Laboratories | 0.16% | 26,915 | $3.7M | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 58,753 | $3.3M | Add +0.4% |
| V Visa Inc. Class A | 0.14% | 9,045 | $3.2M | Reduce -0.8% |
| KVUE Kenvue Inc. | 0.14% | 145,971 | $3.1M | Add +10.1% |
| IWM iShares Russell 2000 ETF | 0.13% | 14,055 | $3.0M | Reduce -2.8% |
| APD Air Products & Chemicals Inc. | 0.13% | 10,623 | $3.0M | Reduce -26.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 28,927 | $2.9M | Reduce -22.4% |
| IR Ingersoll-Rand Inc. | 0.12% | 33,090 | $2.8M | No change |
| CRM Salesforce Inc. | 0.12% | 9,632 | $2.6M | Reduce -8.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 9,612 | $2.6M | Add +2.5% |
| WAB Wabtec Corp. | 0.11% | 11,939 | $2.5M | Reduce -21.5% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 6,146 | $2.5M | Reduce -17.1% |
| LIN Linde PLC | 0.10% | 4,996 | $2.3M | Reduce -0.1% |
| USB US Bancorp | 0.10% | 51,415 | $2.3M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.10% | 9,163 | $2.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 15,840 | $2.0M | Reduce -21.0% |
| UNP Union Pacific Corp. | 0.09% | 8,328 | $1.9M | Reduce -2.7% |
| XLE SS Energy Select Sector | 0.08% | 22,110 | $1.9M | Reduce -14.1% |
| EEM iShares MSCI Emerging Market | 0.08% | 37,881 | $1.8M | Reduce -0.0% |
| ALLE Allegion PLC | 0.08% | 12,500 | $1.8M | No change |
| KMX Carmax Inc. | 0.08% | 26,649 | $1.8M | Reduce -8.2% |
| CVX Chevron Corp. | 0.08% | 12,502 | $1.8M | Reduce -10.9% |
| ABNB Airbnb Inc. Class A | 0.08% | 13,459 | $1.8M | Add +30.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 2,717 | $1.7M | Reduce -7.0% |
| MCD McDonald's Corp. | 0.07% | 5,616 | $1.6M | Reduce -0.6% |
| CVS CVS Health Corp. | 0.07% | 23,725 | $1.6M | No change |
| DE Deere & Co. | 0.07% | 3,215 | $1.6M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.07% | 4,044 | $1.6M | Reduce -1.3% |
| STZ Constellation Brands Inc. Class A | 0.07% | 9,353 | $1.5M | Reduce -34.2% |
| UPS United Parcel Service Class B | 0.07% | 14,981 | $1.5M | Reduce -27.1% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 5,836 | $1.5M | Reduce -0.1% |
| CARR Carrier Global Corp. | 0.07% | 20,091 | $1.5M | Reduce -3.8% |
| BTC Grayscale Bitcoin Mini ETF | 0.07% | 30,761 | $1.5M | No change |
| MBLY Mobileye Global Inc. Class A | 0.06% | 81,045 | $1.5M | Reduce -77.0% |
| WM Waste Management Inc. | 0.06% | 6,101 | $1.4M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 4.73% | −0.96 |
| MRSH Marsh & McLennan Cos | Reduce -0.9% | 4.14% | −0.84 |
| MRK Merck & Co. Inc. | Reduce -30.3% | 0.37% | −0.28 |
| TJX TJX Companies Inc. | Reduce -2.4% | 3.36% | −0.27 |
| MBLY Mobileye Global Inc. Class A | Reduce -77.0% | 0.06% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.1% | 1.17% | −0.16 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.3% | 0.87% | −0.15 |
| ADBE Adobe Inc. | Reduce -10.2% | 0.72% | −0.13 |
| GNTX Gentex Corp. | Reduce -26.4% | 0.23% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -3.4% | 1.53% | −0.12 |
| ECL Ecolab Inc. | Reduce -2.7% | 3.53% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -13.5% | 0.36% | −0.12 |
| KR Kroger Co. | Reduce -2.6% | 2.71% | −0.10 |
| MAS Masco Corp. | Reduce -64.3% | 0.04% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 1.57% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -26.6% | 0.13% | −0.07 |
| ACN Accenture PLC Class A | Reduce -4.8% | 0.38% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.1% | 0.11% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.33% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -34.2% | 0.07% | −0.06 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -22.4% | 0.13% | −0.04 |
| UPS United Parcel Service Class B | Reduce -27.1% | 0.07% | −0.04 |
| CVX Chevron Corp. | Reduce -10.9% | 0.08% | −0.03 |
| XLE SS Energy Select Sector | Reduce -14.1% | 0.08% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -1.8% | 0.25% | −0.03 |
| HD Home Depot Inc. | Reduce -4.8% | 0.23% | −0.03 |
| BC Brunswick Corp. | Reduce -33.7% | 0.05% | −0.03 |
| KMX Carmax Inc. | Reduce -8.2% | 0.08% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.29% | −0.03 |
| NKE Nike Inc. Class B | Reduce -36.9% | 0.05% | −0.03 |
| WAB Wabtec Corp. | Reduce -21.5% | 0.11% | −0.02 |
| D Dominion Energy Inc. | Reduce -33.9% | 0.03% | −0.02 |
| CRM Salesforce Inc. | Reduce -8.4% | 0.12% | −0.02 |
| GWW WW Grainger Inc. | Reduce -0.1% | 0.93% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -15.4% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -9.7% | 0.01% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.07% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.7% | 0.09% | −0.01 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.01 |
| V Visa Inc. Class A | Reduce -0.8% | 0.14% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -4.2% | 0.02% | −0.01 |
| OTIS Otis Worldwide Corp. | Reduce -8.4% | 0.04% | −0.01 |
| PRTCY Puretech Health PLC - ADR | Reduce -19.6% | 0.02% | −0.01 |
| DHR Danaher Corp. | Reduce -14.4% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -21.0% | 0.09% | −0.01 |
| LIN Linde PLC | Reduce -0.1% | 0.10% | −0.01 |
| MMM 3M Co. | Reduce -9.4% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -8.7% | 0.02% | −0.00 |
| FDS Factset Research Systems Inc. | Reduce -7.8% | 0.02% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| WST West Pharmaceutical Services | New | 0.71% | +0.71 |
| PEP Pepsico Inc. | Add +134.6% | 0.94% | +0.45 |
| CHWY Chewy Inc. Class A | Add +213.9% | 0.60% | +0.45 |
| WTS Watts Water Technologies-A | Add +1.5% | 2.03% | +0.26 |
| NVDA Nvidia Corp. | Add +32.8% | 0.47% | +0.21 |
| NEE Nextera Energy Inc. | Add +78.0% | 0.41% | +0.16 |
| BBJP JPMorgan Betabuilders Japan | Add +41.8% | 0.40% | +0.13 |
| LH Labcorp Holdings Inc. | Add +0.6% | 1.68% | +0.10 |
| UBER Uber Technologies Inc. | Add +1.6% | 0.49% | +0.09 |
| ROP Roper Technologies Inc. | Add +77.2% | 0.21% | +0.08 |
| LECO Lincoln Electric Holdings | Add +0.9% | 1.82% | +0.06 |
| CSL Carlisle Cos Inc. | Add +3.8% | 0.84% | +0.05 |
| EW Edwards Lifesciences Corp. | Add +0.5% | 2.64% | +0.04 |
| BR Broadridge Financial Solutio | New | 0.04% | +0.04 |
| ABNB Airbnb Inc. Class A | Add +30.4% | 0.08% | +0.02 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +0.1% | 0.03% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +2.5% | 0.11% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +55.6% | 0.03% | +0.01 |
| NET Cloudflare Inc. Class A | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +131.7% | 0.02% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| CSX CSX Corp. | New | 0.01% | +0.01 |
| CACI Caci International Inc. Class A | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +5.5% | 0.05% | +0.01 |
| COF Capital One Financial Corp. | New | 0.01% | +0.01 |
| HUBB Hubbell Inc. | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 0.15% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 0.30% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.27% | +0.01 |
| WMT Walmart Inc. | Add +8.5% | 0.05% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.7% | 0.20% | +0.01 |
| BX Blackstone Inc. | Add +26.3% | 0.02% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +13.1% | 0.02% | +0.00 |
| RSPE Invesco ESG SP 500 Eq Weight | Add +24.8% | 0.01% | +0.00 |
| GLD SPDR Gold Shares | Add +9.4% | 0.02% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.7% | 0.03% | +0.00 |
| SITE Siteone Landscape Supply Inc. | Add +7.9% | 0.03% | +0.00 |
| ABT Abbott Laboratories | Add +3.1% | 0.16% | −0.00 |
| HAYW Hayward Holdings Inc. | Add +0.1% | 0.20% | −0.02 |
| KVUE Kenvue Inc. | Add +10.1% | 0.14% | −0.02 |
| ADP Automatic Data Processing | Add +0.4% | 0.39% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.6% | 0.23% | −0.04 |
| SPGI S&P Global Inc. | Add +1.1% | 2.46% | −0.04 |
| ABBV Abbvie Inc. | Add +0.9% | 0.23% | −0.04 |
| JNJ Johnson & Johnson | Add +0.8% | 1.03% | −0.15 |
| ALC Alcon Inc. | Add +4.9% | 1.72% | −0.16 |
| AAPL Apple Inc. | Add +1.3% | 3.26% | −0.46 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.0% | 2.93% | −0.48 |
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 |