Birch Hill Investment Advisors LLC
โขCIK: 1424177โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other46.9%
Technology25.1%
Financial8.0%
Consumer7.7%
Consumer Staples3.7%
Materials3.4%
Healthcare2.3%
ETF1.3%
๐ช Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW10 new positions
โ49 increased
โ97 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023