Filed: 1/28/2025ACC: 0001172661-25-000385
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $2.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
181
Positions
$2.15B
Total AUM (reported)
14.37M
Total Shares
Allocation by class
COM$1.50B69.9%
CL A$166.01M7.7%
CL B NEW$105.16M4.9%
CAP STK CL A$86.95M4.0%
CAP STK CL C$42.52M2.0%
ORD SHS$36.25M1.7%
COM SHS$32.26M1.5%
Portfolio Concentration
Top 3$355.71M16.5%
4–10$587.72M27.3%
11–25$654.85M30.4%
Rest$552.70M25.7%
Top 3 weight
16.5%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 14.37M
Sole
Full voting authority
13.82M
shares
% of voting shares96.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
542.46K
shares
% of voting shares3.8%
Investment Discretion (by position count)
Sole181
Shared0
Other0
Dominant voting typeSole · 96.2% of voting shares
Institutional Holdings181
Rows:
AMAZON COM INC
SOLEShares551.77K
TypeSH
Market value$121.05M
5.63%
Sole
524.42K
Shared
0.00
None
27.34K
MICROSOFT CORP
SOLEShares278.38K
TypeSH
Market value$117.34M
5.46%
Sole
267.62K
Shared
0.00
None
10.76K
FISERV INC
SOLEShares571.14K
TypeSH
Market value$117.32M
5.45%
Sole
543.12K
Shared
0.00
None
28.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares232K
TypeSH
Market value$105.16M
4.89%
Sole
221.42K
Shared
0.00
None
10.58K
MARSH & MCLENNAN COS INC
SOLEShares430.11K
TypeSH
Market value$91.36M
4.25%
Sole
410.10K
Shared
0.00
None
20.01K
ALPHABET INC
SOLEShares459.34K
TypeSH
Market value$86.95M
4.04%
Sole
436.94K
Shared
0.00
None
22.41K
APPLE INC
SOLEShares341.92K
TypeSH
Market value$85.62M
3.98%
Sole
328.06K
Shared
0.00
None
13.86K
TJX COS INC NEW
SOLEShares642.40K
TypeSH
Market value$77.61M
3.61%
Sole
612.77K
Shared
0.00
None
29.63K
ECOLAB INC
SOLEShares304.79K
TypeSH
Market value$71.42M
3.32%
Sole
289.20K
Shared
0.00
None
15.60K
VERTEX PHARMACEUTICALS INC
SOLEShares172.82K
TypeSH
Market value$69.60M
3.24%
Sole
163.37K
Shared
0.00
None
9.46K
INTERNATIONAL BUSINESS MACHS
SOLEShares280.37K
TypeSH
Market value$61.63M
2.87%
Sole
262.02K
Shared
0.00
None
18.35K
ROCKWELL AUTOMATION INC
SOLEShares197.81K
TypeSH
Market value$56.53M
2.63%
Sole
186.57K
Shared
0.00
None
11.24K
EDWARDS LIFESCIENCES CORP
SOLEShares738.78K
TypeSH
Market value$54.69M
2.54%
Sole
696.81K
Shared
0.00
None
41.97K
KROGER CO
SOLEShares884.66K
TypeSH
Market value$54.10M
2.51%
Sole
849.91K
Shared
0.00
None
34.75K
INTUIT
SOLEShares85.98K
TypeSH
Market value$54.04M
2.51%
Sole
80.78K
Shared
0.00
None
5.20K
S&P GLOBAL INC
SOLEShares102.74K
TypeSH
Market value$51.17M
2.38%
Sole
97.25K
Shared
0.00
None
5.50K
ALPHABET INC
SOLEShares223.28K
TypeSH
Market value$42.52M
1.98%
Sole
218.50K
Shared
0.00
None
4.78K
AMPHENOL CORP NEW
SOLEShares581.27K
TypeSH
Market value$40.37M
1.88%
Sole
541.76K
Shared
0.00
None
39.50K
LINCOLN ELEC HLDGS INC
SOLEShares193.58K
TypeSH
Market value$36.29M
1.69%
Sole
179.20K
Shared
0.00
None
14.38K
COSTCO WHSL CORP NEW
SOLEShares39.07K
TypeSH
Market value$35.80M
1.66%
Sole
38.74K
Shared
0.00
None
335.00
ALCON AG
SOLEShares407.75K
TypeSH
Market value$34.61M
1.61%
Sole
383.90K
Shared
0.00
None
23.85K
WATTS WATER TECHNOLOGIES INC
SOLEShares168.33K
TypeSH
Market value$34.22M
1.59%
Sole
159.75K
Shared
0.00
None
8.58K
MASTERCARD INCORPORATED
SOLEShares64.22K
TypeSH
Market value$33.82M
1.57%
Sole
61.72K
Shared
0.00
None
2.50K
CONSTELLATION BRANDS INC
SOLEShares148.37K
TypeSH
Market value$32.79M
1.52%
Sole
137.77K
Shared
0.00
None
10.61K
LABCORP HOLDINGS INC
SOLEShares140.68K
TypeSH
Market value$32.26M
1.50%
Sole
129.93K
Shared
0.00
None
10.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 551.77K | SH | $121.05M 5.63% | 524.42K | 0.00 | 27.34K |
MICROSOFT CORPSOLE | COM | 278.38K | SH | $117.34M 5.46% | 267.62K | 0.00 | 10.76K |
FISERV INCSOLE | COM | 571.14K | SH | $117.32M 5.45% | 543.12K | 0.00 | 28.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 232K | SH | $105.16M 4.89% | 221.42K | 0.00 | 10.58K |
MARSH & MCLENNAN COS INCSOLE | COM | 430.11K | SH | $91.36M 4.25% | 410.10K | 0.00 | 20.01K |
ALPHABET INCSOLE | CAP STK CL A | 459.34K | SH | $86.95M 4.04% | 436.94K | 0.00 | 22.41K |
APPLE INCSOLE | COM | 341.92K | SH | $85.62M 3.98% | 328.06K | 0.00 | 13.86K |
TJX COS INC NEWSOLE | COM | 642.40K | SH | $77.61M 3.61% | 612.77K | 0.00 | 29.63K |
ECOLAB INCSOLE | COM | 304.79K | SH | $71.42M 3.32% | 289.20K | 0.00 | 15.60K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 172.82K | SH | $69.60M 3.24% | 163.37K | 0.00 | 9.46K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 280.37K | SH | $61.63M 2.87% | 262.02K | 0.00 | 18.35K |
ROCKWELL AUTOMATION INCSOLE | COM | 197.81K | SH | $56.53M 2.63% | 186.57K | 0.00 | 11.24K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 738.78K | SH | $54.69M 2.54% | 696.81K | 0.00 | 41.97K |
KROGER COSOLE | COM | 884.66K | SH | $54.10M 2.51% | 849.91K | 0.00 | 34.75K |
INTUITSOLE | COM | 85.98K | SH | $54.04M 2.51% | 80.78K | 0.00 | 5.20K |
S&P GLOBAL INCSOLE | COM | 102.74K | SH | $51.17M 2.38% | 97.25K | 0.00 | 5.50K |
ALPHABET INCSOLE | CAP STK CL C | 223.28K | SH | $42.52M 1.98% | 218.50K | 0.00 | 4.78K |
AMPHENOL CORP NEWSOLE | CL A | 581.27K | SH | $40.37M 1.88% | 541.76K | 0.00 | 39.50K |
LINCOLN ELEC HLDGS INCSOLE | COM | 193.58K | SH | $36.29M 1.69% | 179.20K | 0.00 | 14.38K |
COSTCO WHSL CORP NEWSOLE | COM | 39.07K | SH | $35.80M 1.66% | 38.74K | 0.00 | 335.00 |
ALCON AGSOLE | ORD SHS | 407.75K | SH | $34.61M 1.61% | 383.90K | 0.00 | 23.85K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 168.33K | SH | $34.22M 1.59% | 159.75K | 0.00 | 8.58K |
MASTERCARD INCORPORATEDSOLE | CL A | 64.22K | SH | $33.82M 1.57% | 61.72K | 0.00 | 2.50K |
CONSTELLATION BRANDS INCSOLE | CL A | 148.37K | SH | $32.79M 1.52% | 137.77K | 0.00 | 10.61K |
LABCORP HOLDINGS INCSOLE | COM SHS | 140.68K | SH | $32.26M 1.50% | 129.93K | 0.00 | 10.75K |
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