Filed: 4/18/2025ACC: 0001172661-25-001512
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 187 equity positions with a total reported market value of $2.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$2.11B
Total AUM (reported)
13.92M
Total Shares
Allocation by class
COM$1.49B70.7%
CL A$153.82M7.3%
CL B NEW$119.77M5.7%
CAP STK CL A$68.90M3.3%
ORD SHS$41.23M2.0%
CAP STK CL C$34.05M1.6%
COM SHS$33.43M1.6%
Portfolio Concentration
Top 3$343.73M16.3%
4–10$581.76M27.6%
11–25$668.92M31.7%
Rest$513.85M24.4%
Top 3 weight
16.3%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 13.92M
Sole
Full voting authority
13.41M
shares
% of voting shares96.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
513.38K
shares
% of voting shares3.7%
Investment Discretion (by position count)
Sole187
Shared0
Other0
Dominant voting typeSole · 96.3% of voting shares
Institutional Holdings187
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares224.88K
TypeSH
Market value$119.77M
5.68%
Sole
215.27K
Shared
0.00
None
9.61K
FISERV INC
SOLEShares532.47K
TypeSH
Market value$117.58M
5.58%
Sole
508.75K
Shared
0.00
None
23.72K
MICROSOFT CORP
SOLEShares283.38K
TypeSH
Market value$106.38M
5.05%
Sole
272.86K
Shared
0.00
None
10.52K
MARSH & MCLENNAN COS INC
SOLEShares430.49K
TypeSH
Market value$105.05M
4.98%
Sole
411.29K
Shared
0.00
None
19.20K
AMAZON COM INC
SOLEShares547.07K
TypeSH
Market value$104.09M
4.94%
Sole
520.53K
Shared
0.00
None
26.55K
APPLE INC
SOLEShares353.05K
TypeSH
Market value$78.42M
3.72%
Sole
339.50K
Shared
0.00
None
13.55K
ECOLAB INC
SOLEShares303.48K
TypeSH
Market value$76.94M
3.65%
Sole
288.36K
Shared
0.00
None
15.12K
TJX COS INC NEW
SOLEShares627.69K
TypeSH
Market value$76.45M
3.63%
Sole
602.07K
Shared
0.00
None
25.63K
VERTEX PHARMACEUTICALS INC
SOLEShares148.30K
TypeSH
Market value$71.90M
3.41%
Sole
140.98K
Shared
0.00
None
7.33K
ALPHABET INC
SOLEShares445.57K
TypeSH
Market value$68.90M
3.27%
Sole
423.67K
Shared
0.00
None
21.91K
INTERNATIONAL BUSINESS MACHS
SOLEShares272.83K
TypeSH
Market value$67.84M
3.22%
Sole
256.57K
Shared
0.00
None
16.25K
KROGER CO
SOLEShares872.87K
TypeSH
Market value$59.08M
2.80%
Sole
837.82K
Shared
0.00
None
35.05K
EDWARDS LIFESCIENCES CORP
SOLEShares756.60K
TypeSH
Market value$54.84M
2.60%
Sole
712.10K
Shared
0.00
None
44.50K
S&P GLOBAL INC
SOLEShares103.92K
TypeSH
Market value$52.80M
2.50%
Sole
98.57K
Shared
0.00
None
5.36K
INTUIT
SOLEShares85.58K
TypeSH
Market value$52.55M
2.49%
Sole
81.33K
Shared
0.00
None
4.25K
AMPHENOL CORP NEW
SOLEShares787.73K
TypeSH
Market value$51.67M
2.45%
Sole
743K
Shared
0.00
None
44.73K
ROCKWELL AUTOMATION INC
SOLEShares197.86K
TypeSH
Market value$51.12M
2.42%
Sole
186.97K
Shared
0.00
None
10.89K
ALCON AG
SOLEShares417.14K
TypeSH
Market value$39.60M
1.88%
Sole
394.49K
Shared
0.00
None
22.65K
WATTS WATER TECHNOLOGIES INC
SOLEShares183.48K
TypeSH
Market value$37.42M
1.77%
Sole
174.90K
Shared
0.00
None
8.58K
LINCOLN ELEC HLDGS INC
SOLEShares196.34K
TypeSH
Market value$37.14M
1.76%
Sole
182.31K
Shared
0.00
None
14.03K
MASTERCARD INCORPORATED
SOLEShares63.41K
TypeSH
Market value$34.75M
1.65%
Sole
60.91K
Shared
0.00
None
2.50K
COSTCO WHSL CORP NEW
SOLEShares36.67K
TypeSH
Market value$34.68M
1.64%
Sole
36.38K
Shared
0.00
None
285.00
ALPHABET INC
SOLEShares217.95K
TypeSH
Market value$34.05M
1.62%
Sole
215.17K
Shared
0.00
None
2.78K
LABCORP HOLDINGS INC
SOLEShares143.64K
TypeSH
Market value$33.43M
1.59%
Sole
133.14K
Shared
0.00
None
10.50K
ISHARES TR
SOLEShares267.25K
TypeSH
Market value$27.95M
1.33%
Sole
255.20K
Shared
0.00
None
12.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 224.88K | SH | $119.77M 5.68% | 215.27K | 0.00 | 9.61K |
FISERV INCSOLE | COM | 532.47K | SH | $117.58M 5.58% | 508.75K | 0.00 | 23.72K |
MICROSOFT CORPSOLE | COM | 283.38K | SH | $106.38M 5.05% | 272.86K | 0.00 | 10.52K |
MARSH & MCLENNAN COS INCSOLE | COM | 430.49K | SH | $105.05M 4.98% | 411.29K | 0.00 | 19.20K |
AMAZON COM INCSOLE | COM | 547.07K | SH | $104.09M 4.94% | 520.53K | 0.00 | 26.55K |
APPLE INCSOLE | COM | 353.05K | SH | $78.42M 3.72% | 339.50K | 0.00 | 13.55K |
ECOLAB INCSOLE | COM | 303.48K | SH | $76.94M 3.65% | 288.36K | 0.00 | 15.12K |
TJX COS INC NEWSOLE | COM | 627.69K | SH | $76.45M 3.63% | 602.07K | 0.00 | 25.63K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 148.30K | SH | $71.90M 3.41% | 140.98K | 0.00 | 7.33K |
ALPHABET INCSOLE | CAP STK CL A | 445.57K | SH | $68.90M 3.27% | 423.67K | 0.00 | 21.91K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 272.83K | SH | $67.84M 3.22% | 256.57K | 0.00 | 16.25K |
KROGER COSOLE | COM | 872.87K | SH | $59.08M 2.80% | 837.82K | 0.00 | 35.05K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 756.60K | SH | $54.84M 2.60% | 712.10K | 0.00 | 44.50K |
S&P GLOBAL INCSOLE | COM | 103.92K | SH | $52.80M 2.50% | 98.57K | 0.00 | 5.36K |
INTUITSOLE | COM | 85.58K | SH | $52.55M 2.49% | 81.33K | 0.00 | 4.25K |
AMPHENOL CORP NEWSOLE | CL A | 787.73K | SH | $51.67M 2.45% | 743K | 0.00 | 44.73K |
ROCKWELL AUTOMATION INCSOLE | COM | 197.86K | SH | $51.12M 2.42% | 186.97K | 0.00 | 10.89K |
ALCON AGSOLE | ORD SHS | 417.14K | SH | $39.60M 1.88% | 394.49K | 0.00 | 22.65K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 183.48K | SH | $37.42M 1.77% | 174.90K | 0.00 | 8.58K |
LINCOLN ELEC HLDGS INCSOLE | COM | 196.34K | SH | $37.14M 1.76% | 182.31K | 0.00 | 14.03K |
MASTERCARD INCORPORATEDSOLE | CL A | 63.41K | SH | $34.75M 1.65% | 60.91K | 0.00 | 2.50K |
COSTCO WHSL CORP NEWSOLE | COM | 36.67K | SH | $34.68M 1.64% | 36.38K | 0.00 | 285.00 |
ALPHABET INCSOLE | CAP STK CL C | 217.95K | SH | $34.05M 1.62% | 215.17K | 0.00 | 2.78K |
LABCORP HOLDINGS INCSOLE | COM SHS | 143.64K | SH | $33.43M 1.59% | 133.14K | 0.00 | 10.50K |
ISHARES TRSOLE | CORE S&P SCP ETF | 267.25K | SH | $27.95M 1.33% | 255.20K | 0.00 | 12.05K |
Page 1 of 8
…