Data as of Q4 2025 (Dec 31, 2025)

Birch Hill Investment Advisors LLC

โ€ขCIK: 1424177โ€ขFiling: Q4 2025

**Birch Hill Investment Advisors LLC** manages $2.4B across a diversified portfolio of 200 positions. The fund exhibits significant conviction in mega-cap technology and established industrial names, with top holdings including MSFT at $136.6M and AMZN at $124.7M. Notable allocations also feature GOOGL ($113.2M), BRK/B ($109.0M), and AAPL ($98.7M). This concentration suggests a core strategy focused on market leaders across the technology and consumer sectors.

Total AUM
$2.4B
QoQ Performance
+1.1%
Positions
176
Top 10 Concentration
42.4%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
AMZN
MSFT5.7%
AMZN5.2%
GOOGL4.7%
BRK/B4.6%
APH4.1%
AAPL4.1%
TJX3.8%
IBM3.5%

๐Ÿ“ˆ Biggest Buys

CLX
CLOROX CO DEL
NEW
0.9% of portfolio
PG
PROCTER AND GAMBLE CO
+65.6%
0.5% of portfolio
WST
WEST PHARMACEUTICAL SVSC INC
+11.5%
1.7% of portfolio
INTU
INTUIT
+3.8%
2.5% of portfolio
IBM
INTERNATIONAL BUSINESS MACHS
+2.1%
3.5% of portfolio

๐Ÿ“‰ Biggest Sells

LH
LABCORP HOLDINGS INC
-31.0%
0.9% of portfolio
ADBE
ADOBE INC
-87.3%
0.0% of portfolio
GOOGL
ALPHABET INC
-5.0%
4.7% of portfolio
MDLZ
MONDELEZ INTL INC
-53.5%
0.2% of portfolio
APH
AMPHENOL CORP NEW
-3.4%
4.1% of portfolio

Sector Breakdown

Other46.9%
Technology25.1%
Financial8.0%
Consumer7.7%
Consumer Staples3.7%
Materials3.4%
Healthcare2.3%
ETF1.3%

๐Ÿšช Exited Positionssold since Q3 2025

LEN
LENNAR CORP
SOLD
$428.5K
BX
BLACKSTONE INC
SOLD
$410.0K
ARES
ARES MANAGEMENT CORPORATION
SOLD
$239.8K
UL
UNILEVER PLC
SOLD
$237.1K
SYK
STRYKER CORPORATION
SOLD
$227.0K
+2 more exited positions

Changes from Q3 2025

NEW10 new positions
โ†‘49 increased
โ†“97 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023