Latest Birch Hill Investment Advisors LLC Stock Portfolio

Birch Hill Investment Advisors LLC Performance:

2025 Q3: 4.24%YTD: 10.39%2024: 9.52%

Performance for 2025 Q3 is 4.24%, and YTD is 10.39%, and 2024 is 9.52%.

About Birch Hill Investment Advisors LLC and 13F Hedge Fund Stock Holdings

Birch Hill Investment Advisors LLC is a hedge fund based in BOSTON, MA. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.1 Billions. In it's latest 13F Holdings report, Birch Hill Investment Advisors LLC reported an equity portfolio of $2.4 Billions as of 30 Sep, 2025.

The top stock holdings of Birch Hill Investment Advisors LLC are MSFT, AMZN, . The fund has invested 6.2% of it's portfolio in MICROSOFT CORP and 5.1% of portfolio in AMAZON COM INC.

The fund managers got completely rid off CONSTELLATION BRANDS INC (STZ), MASCO CORP (MAS) and PURETECH HEALTH PLC (PRTC) stocks. They significantly reduced their stock positions in KENVUE INC, ADOBE INC (ADBE) and MOBILEYE GLOBAL INC (MBLY). Birch Hill Investment Advisors LLC opened new stock positions in ISHARES GOLD TR (IAU), SELECT SECTOR SPDR TR (XLB) and LENNAR CORP (LEN). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, BXP INC (BXP) and BROADRIDGE FINL SOLUTIONS IN (BR).

Birch Hill Investment Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Birch Hill Investment Advisors LLC made a return of 4.24% in the last quarter. In trailing 12 months, it's portfolio return was 10.63%.

New Buys

Ticker	$ Bought
ishares gold tr	702,376
select sector spdr tr	461,687
lennar corp	428,536
cisco sys inc	360,505
cava group inc	229,075
ishares tr	212,658
blackrock inc	201,696
sera prognostics inc	83,517

New stocks bought by Birch Hill Investment Advisors LLC

Additions

Ticker	% Inc.
asml holding n v	15,321
bxp inc	115
broadridge finl solutions in	105
west pharmaceutical svsc inc	87.38
nvidia corporation	75.94
chewy inc	39.86
carmax inc	35.98
altria group inc	26.56

Additions to existing portfolio by Birch Hill Investment Advisors LLC

Reductions

Ticker	% Reduced
kenvue inc	-57.19
adobe inc	-47.66
mobileye global inc	-44.17
brunswick corp	-37.22
mondelez intl inc	-33.15
stryker corporation	-22.77
welltower inc	-21.74
nike inc	-21.63

Birch Hill Investment Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
puretech health plc	-415,342
masco corp	-858,884
constellation brands inc	-1,521,550
vanguard intl equity index f	-257,721
xylem inc	-330,515
waters corp	-209,424

Birch Hill Investment Advisors LLC got rid off the above stocks

Sector Distribution

Birch Hill Investment Advisors LLC has about 24.3% of it's holdings in Technology sector.

Sector	%
Technology	24.3
Others	17.8
Industrials	11.4
Consumer Cyclical	10.6
Financial Services	9.5
Healthcare	8.8
Consumer Defensive	6.3
Communication Services	6.1
Basic Materials	3.6

Market Cap. Distribution

Birch Hill Investment Advisors LLC has about 78.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	46
MEGA-CAP	32.7
UNALLOCATED	17.8
MID-CAP	3.5

Stocks belong to which Index?

About 77.6% of the stocks held by Birch Hill Investment Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	75.4
Others	22.4
RUSSELL 2000	2.2

Top 5 Winners (%)		%
INTC	intel corp	43.7 %
TSLA	tesla inc	39.5 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
PLTR	palantir technologies inc	33.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	28.1 M
APH	amphenol corp new	19.4 M
AAPL	apple inc	17.7 M
GOOG	alphabet inc	13.8 M
TJX	tjx cos inc new	12.9 M

Top 5 Losers (%)		%
FDS	factset resh sys inc	-36.0 %
KMX	carmax inc	-26.8 %
MBLY	mobileye global inc	-21.5 %
CARR	carrier global corporation	-18.4 %
ACN	accenture plc ireland	-17.5 %

Top 5 Losers ($)		$
INTU	intuit	-8.6 M
VRTX	vertex pharmaceuticals inc	-7.9 M
MMC	marsh & mclennan cos inc	-7.3 M
SPGI	s&p global inc	-4.3 M
KR	kroger co	-3.7 M

Birch Hill Investment Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Birch Hill Investment Advisors LLC

Birch Hill Investment Advisors LLC has 197 stocks in it's portfolio. About 41.9% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Birch Hill Investment Advisors LLC last quarter.

Last Reported on: 23 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.95	367,388	93,547,900	added	2.71

AAXJ	ishares tr	0.03	5,450	620,646	unchanged	0.00

AAXJ	ishares tr	0.02	3,879	488,560	added	2.13

ABBV	abbvie inc	0.27	27,800	6,436,730	reduced	-0.36

ABNB	airbnb inc	0.07	13,629	1,654,800	added	1.26

ABT	abbott labs	0.15	26,110	3,497,210	reduced	-2.99

ACGL	arch cap group ltd	0.03	6,450	585,208	unchanged	0.00

ACN	accenture plc ireland	0.27	26,183	6,456,810	reduced	-9.7

ADBE	adobe inc	0.33	21,864	7,712,680	reduced	-47.66

ADI	analog devices inc	1.22	117,344	28,831,400	added	0.73

ADP	automatic data processing in	0.35	28,006	8,219,760	reduced	-0.94

AFK	vaneck etf trust	0.02	1,293	422,117	unchanged	0.00

AGNG	global x fds	0.06	24,520	1,466,540	reduced	-15.51

AGNG	global x fds	0.01	3,666	229,895	unchanged	0.00

AGT	ishares tr	0.03	8,635	802,882	added	0.1

AGZD	wisdomtree tr	0.01	3,200	278,496	unchanged	0.00

ALLE	allegion plc	0.09	12,500	2,216,880	unchanged	0.00

AMD	advanced micro devices inc	0.01	2,048	331,346	reduced	-0.92

AMGN	amgen inc	0.03	2,160	609,552	unchanged	0.00

AMZN	amazon com inc	5.07	546,250	119,940,000	reduced	0.00