Birch Hill Investment Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Birch Hill Investment Advisors LLC reported 197 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Amazon.com (AMZN, 5.1%) and Berkshire Hathaway Class B (BRK.B, 4.6%). Compared with Q2 2025, it opened 8 new positions, sold out of 6, added to 43 and reduced 71. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +15322%) and the biggest sale Fiserv (FISV, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.4B (Q3 2025)
- SEC Filing
- 0001172661-25-004406 ↗ filed Oct 23, 2025
Holdings Value
Holdings 197 stocks · $2.4B
| MSFT Microsoft Corp. | 6.22% | 284,203 | $147.2M | Add +0.4% |
| AMZN Amazon.com Inc. | 5.07% | 546,250 | $119.9M | Reduce 0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.63% | 217,830 | $109.5M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 3.96% | 757,569 | $93.7M | Reduce -2.3% |
| AAPL Apple Inc. | 3.95% | 367,388 | $93.5M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 3.91% | 380,734 | $92.6M | Reduce -9.7% |
| MRSH Marsh & McLennan Cos | 3.74% | 439,022 | $88.5M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.73% | 611,302 | $88.4M | Reduce -0.2% |
| ECL Ecolab Inc. | 3.40% | 294,056 | $80.5M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.30% | 276,664 | $78.1M | Add +2.3% |
| FISV Fiserv Inc. | 2.93% | 537,998 | $69.4M | Reduce -0.3% |
| ROK Rockwell Automation Inc. | 2.89% | 195,753 | $68.4M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 2.54% | 153,602 | $60.2M | Add +3.6% |
| EW Edwards Lifesciences Corp. | 2.49% | 757,065 | $58.9M | Reduce -0.5% |
| INTU Intuit Inc. | 2.47% | 85,493 | $58.4M | Add +3.8% |
| KR Kroger Co. | 2.29% | 803,715 | $54.2M | Reduce -5.5% |
| WTS Watts Water Technologies-A | 2.20% | 186,149 | $52.0M | Reduce -0.0% |
| SPGI S&P Global Inc. | 2.17% | 105,545 | $51.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.04% | 198,341 | $48.3M | Reduce -5.1% |
| LECO Lincoln Electric Holdings | 1.97% | 198,170 | $46.7M | Add +0.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.60% | 39,017 | $37.8M | Add +15321.7% |
| WST West Pharmaceutical Services | 1.51% | 136,470 | $35.8M | Add +87.4% |
| MA Mastercard Inc. Class A | 1.45% | 60,535 | $34.4M | Reduce -1.2% |
| LH Labcorp Holdings Inc. | 1.45% | 119,576 | $34.3M | Reduce -17.2% |
| ALC Alcon Inc. filed as ALCON AG | 1.40% | 444,175 | $33.1M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.39% | 35,524 | $32.9M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.32% | 99,053 | $31.2M | Reduce -2.3% |
| ADI Analog Devices Inc. | 1.22% | 117,344 | $28.8M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.16% | 40,940 | $27.4M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.08% | 138,455 | $25.7M | Reduce -8.5% |
| PEP Pepsico Inc. | 1.07% | 179,957 | $25.3M | Add +12.2% |
| IJR iShares Core S&P Small-Cap E | 1.06% | 211,405 | $25.1M | Reduce -12.1% |
| NVDA Nvidia Corp. | 0.92% | 116,678 | $21.8M | Add +75.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.81% | 20,169 | $19.2M | Reduce -0.1% |
| CHWY Chewy Inc. Class A | 0.76% | 446,861 | $18.1M | Add +39.9% |
| CSL Carlisle Cos Inc. | 0.74% | 53,147 | $17.5M | Add +4.8% |
| TT Trane Technologies PLC | 0.67% | 37,502 | $15.8M | No change |
| MDLZ Mondelez International Inc. Class A | 0.51% | 194,781 | $12.2M | Reduce -33.1% |
| NEE Nextera Energy Inc. | 0.51% | 160,804 | $12.1M | Add +19.8% |
| UBER Uber Technologies Inc. | 0.49% | 118,142 | $11.6M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 203,141 | $10.5M | Reduce -6.1% |
| BBJP JPMorgan Betabuilders Japan | 0.41% | 145,171 | $9.6M | Reduce -1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.39% | 102,850 | $9.2M | Reduce -5.8% |
| BXP BXP Inc. | 0.38% | 120,441 | $9.0M | Add +115.8% |
| ORCL Oracle Corp. | 0.37% | 31,500 | $8.9M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.35% | 24,999 | $8.2M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.35% | 28,006 | $8.2M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.33% | 94,308 | $7.9M | Reduce -11.5% |
| XOM Exxon Mobil Corp. | 0.33% | 69,519 | $7.8M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.33% | 21,864 | $7.7M | Reduce -47.7% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 115,821 | $7.6M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.32% | 48,839 | $7.5M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.31% | 77,487 | $7.2M | Add +1.5% |
| RTX RTX Corp. | 0.28% | 39,069 | $6.5M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 119,469 | $6.5M | Reduce -2.1% |
| ACN Accenture PLC Class A | 0.27% | 26,183 | $6.5M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.27% | 27,800 | $6.4M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.26% | 93,551 | $6.2M | Reduce -0.0% |
| GNTX Gentex Corp. | 0.25% | 210,247 | $5.9M | Reduce -9.9% |
| HD Home Depot Inc. | 0.24% | 13,979 | $5.7M | Reduce -0.3% |
| HAYW Hayward Holdings Inc. | 0.21% | 324,169 | $4.9M | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 25,368 | $4.8M | Add +0.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.19% | 68,910 | $4.6M | Reduce -1.3% |
| ROP Roper Technologies Inc. | 0.19% | 8,993 | $4.5M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 72,839 | $4.4M | Add +24.0% |
| CL Colgate-Palmolive Co. | 0.16% | 48,813 | $3.9M | Reduce -20.6% |
| EMR Emerson Electric Co. | 0.16% | 29,619 | $3.9M | No change |
| ABT Abbott Laboratories | 0.15% | 26,110 | $3.5M | Reduce -3.0% |
| IWM iShares Russell 2000 ETF | 0.14% | 14,000 | $3.4M | Reduce -0.4% |
| V Visa Inc. Class A | 0.14% | 9,417 | $3.2M | Add +4.1% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 6,146 | $3.0M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 26,059 | $2.9M | Reduce -9.9% |
| APD Air Products & Chemicals Inc. | 0.12% | 10,353 | $2.8M | Reduce -2.5% |
| IR Ingersoll-Rand Inc. | 0.12% | 33,090 | $2.7M | No change |
| HLT Hilton Worldwide Holdings Inc. | 0.11% | 9,812 | $2.5M | Add +2.1% |
| USB US Bancorp | 0.10% | 50,620 | $2.4M | Reduce -1.6% |
| ITW Illinois Tool Works | 0.10% | 9,163 | $2.4M | No change |
| LIN Linde PLC | 0.10% | 4,946 | $2.3M | Reduce -1.0% |
| WAB Wabtec Corp. | 0.10% | 11,589 | $2.3M | Reduce -2.9% |
| ALLE Allegion PLC | 0.09% | 12,500 | $2.2M | No change |
| CRM Salesforce Inc. | 0.09% | 9,232 | $2.2M | Reduce -4.2% |
| CVX Chevron Corp. | 0.09% | 13,438 | $2.1M | Add +7.5% |
| EEM iShares MSCI Emerging Market | 0.09% | 37,867 | $2.0M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 17,611 | $2.0M | Add +11.2% |
| XLE SS Energy Select Sector | 0.08% | 22,110 | $2.0M | No change |
| UNP Union Pacific Corp. | 0.08% | 8,328 | $2.0M | No change |
| CAT Caterpillar Inc. | 0.08% | 4,044 | $1.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,717 | $1.8M | No change |
| CVS CVS Health Corp. | 0.08% | 23,725 | $1.8M | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 5,836 | $1.8M | No change |
| MCD McDonald's Corp. | 0.07% | 5,616 | $1.7M | No change |
| BR Broadridge Financial Solutio | 0.07% | 7,028 | $1.7M | Add +105.8% |
| ABNB Airbnb Inc. Class A | 0.07% | 13,629 | $1.7M | Add +1.3% |
| KMX Carmax Inc. | 0.07% | 36,237 | $1.6M | Add +36.0% |
| BTC Grayscale Bitcoin Mini ETF | 0.07% | 30,761 | $1.6M | No change |
| DE Deere & Co. | 0.06% | 3,215 | $1.5M | No change |
| COPX Global X Copper Miners ETF | 0.06% | 24,520 | $1.5M | Reduce -15.5% |
| WM Waste Management Inc. | 0.06% | 6,059 | $1.3M | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.05% | 1,669 | $1.2M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.05% | 2,013 | $1.2M | Add +0.3% |
Portfolio Sells Q2 2025 → Q3 2025
| FISV Fiserv Inc. | Reduce -0.3% | 2.93% | −1.20 |
| KR Kroger Co. | Reduce -5.5% | 2.29% | −0.42 |
| ADBE Adobe Inc. | Reduce -47.7% | 0.33% | −0.39 |
| MDLZ Mondelez International Inc. Class A | Reduce -33.1% | 0.51% | −0.36 |
| AMZN Amazon.com Inc. | Reduce 0.0% | 5.07% | −0.25 |
| LH Labcorp Holdings Inc. | Reduce -17.2% | 1.45% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 1.39% | −0.18 |
| EW Edwards Lifesciences Corp. | Reduce -0.5% | 2.49% | −0.15 |
| ECL Ecolab Inc. | Reduce -0.4% | 3.40% | −0.13 |
| GWW WW Grainger Inc. | Reduce -0.1% | 0.81% | −0.12 |
| ACN Accenture PLC Class A | Reduce -9.7% | 0.27% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.1% | 1.06% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 4.63% | −0.10 |
| KVUE Kenvue Inc. | Reduce -57.2% | 0.04% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -20.6% | 0.16% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 1.45% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.32% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -1.3% | 0.19% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -11.5% | 0.33% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.35% | −0.04 |
| MAS Masco Corp. | Sold out | 0.00% | −0.04 |
| MBLY Mobileye Global Inc. Class A | Reduce -44.2% | 0.03% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.0% | 0.26% | −0.03 |
| CRM Salesforce Inc. | Reduce -4.2% | 0.09% | −0.02 |
| UPS United Parcel Service Class B | Reduce -16.7% | 0.04% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -5.8% | 0.39% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -0.8% | 2.89% | −0.02 |
| PRTCY Puretech Health PLC - ADR | Sold out | 0.00% | −0.02 |
| BC Brunswick Corp. | Reduce -37.2% | 0.03% | −0.02 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.15% | −0.01 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -2.5% | 0.12% | −0.01 |
| NKE Nike Inc. Class B | Reduce -21.6% | 0.04% | −0.01 |
| WAB Wabtec Corp. | Reduce -2.9% | 0.10% | −0.01 |
| BAC Bank of America Corp. | Reduce -6.1% | 0.44% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.01 |
| WAT Waters Corp. | Sold out | 0.00% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -9.9% | 0.12% | −0.01 |
| WM Waste Management Inc. | Reduce -0.7% | 0.06% | −0.01 |
| LIN Linde PLC | Reduce -1.0% | 0.10% | −0.00 |
| SYK Stryker Corp. | Reduce -22.8% | 0.01% | −0.00 |
| UBER Uber Technologies Inc. | Reduce -0.6% | 0.49% | −0.00 |
| DHR Danaher Corp. | Reduce -8.1% | 0.02% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -4.7% | 0.01% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.32% | −0.00 |
| AVY Avery Dennison Corp. | Reduce -1.3% | 0.01% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -4.2% | 0.02% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.33% | −0.00 |
| WMT Walmart Inc. | Reduce -3.7% | 0.05% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | Add +15321.7% | 1.60% | +1.59 |
| WST West Pharmaceutical Services | Add +87.4% | 1.51% | +0.80 |
| AAPL Apple Inc. | Add +2.7% | 3.95% | +0.69 |
| NVDA Nvidia Corp. | Add +75.9% | 0.92% | +0.45 |
| BXP BXP Inc. | Add +115.8% | 0.38% | +0.21 |
| CHWY Chewy Inc. Class A | Add +39.9% | 0.76% | +0.16 |
| LECO Lincoln Electric Holdings | Add +0.0% | 1.97% | +0.15 |
| PEP Pepsico Inc. | Add +12.2% | 1.07% | +0.13 |
| NEE Nextera Energy Inc. | Add +19.8% | 0.51% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +24.0% | 0.18% | +0.04 |
| BR Broadridge Financial Solutio | Add +105.8% | 0.07% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| RTX RTX Corp. | Add +0.6% | 0.28% | +0.02 |
| XLK SS Technology Select Sector | New | 0.02% | +0.02 |
| LEN Lennar Corp. Class A | New | 0.02% | +0.02 |
| INTC Intel Corp. | Add +9.3% | 0.05% | +0.02 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| HAYW Hayward Holdings Inc. | Add +1.6% | 0.21% | +0.01 |
| TSLA Tesla Inc. | Add +0.9% | 0.04% | +0.01 |
| CAVA Cava Group Inc. | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +7.5% | 0.09% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +26.6% | 0.02% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +1.2% | 0.05% | +0.00 |
| SERA Sera Prognostics Inc. Class A | New | 0.00% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.5% | 0.31% | +0.00 |
| MMM 3M Co. | Add +9.4% | 0.04% | +0.00 |
| SITE Siteone Landscape Supply Inc. | Add +3.6% | 0.03% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.05% | +0.00 |
| VZ Verizon Communications Inc. | Add +9.5% | 0.02% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.1% | 0.02% | +0.00 |
| RSPE Invesco ESG SP 500 Eq Weight | Add +3.3% | 0.01% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 0.05% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.6% | 0.20% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +0.1% | 0.03% | −0.00 |
| DIS The Walt Disney Co. | Add +11.2% | 0.09% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +2.1% | 0.11% | −0.01 |
| V Visa Inc. Class A | Add +4.1% | 0.14% | −0.01 |
| ABNB Airbnb Inc. Class A | Add +1.3% | 0.07% | −0.01 |
| KMX Carmax Inc. | Add +36.0% | 0.07% | −0.01 |
| ADI Analog Devices Inc. | Add +0.7% | 1.22% | −0.01 |
| ROP Roper Technologies Inc. | Add +6.3% | 0.19% | −0.02 |
| MSFT Microsoft Corp. | Add +0.4% | 6.22% | −0.03 |
| CSL Carlisle Cos Inc. | Add +4.8% | 0.74% | −0.10 |
| IBM Intl Business Machines Corp. | Add +2.3% | 3.30% | −0.24 |
| SPGI S&P Global Inc. | Add +0.4% | 2.17% | −0.29 |
| ALC Alcon Inc. | Add +1.5% | 1.40% | −0.32 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.6% | 2.54% | −0.39 |
| MRSH Marsh & McLennan Cos | Add +2.9% | 3.74% | −0.40 |
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 |