Filed: 7/30/2025ACC: 0001172661-25-002792
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $2.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
195
Positions
$2.25B
Total AUM (reported)
13.75M
Total Shares
Allocation by class
COM$1.59B70.4%
CL A$194.90M8.7%
CL B NEW$106.45M4.7%
CAP STK CL A$74.27M3.3%
ORD SHS$40.44M1.8%
COM SHS$37.92M1.7%
CAP STK CL C$37.08M1.6%
Portfolio Concentration
Top 3$367.11M16.3%
4–10$572.07M25.4%
11–25$745.41M33.1%
Rest$567.95M25.2%
Top 3 weight
16.3%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 13.75M
Sole
Full voting authority
13.70M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
51.66K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole195
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings195
Rows:
MICROSOFT CORP
SOLEShares283.11K
TypeSH
Market value$140.82M
6.25%
Sole
281.80K
Shared
0.00
None
1.31K
AMAZON COM INC
SOLEShares546.26K
TypeSH
Market value$119.84M
5.32%
Sole
544.52K
Shared
0.00
None
1.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares219.13K
TypeSH
Market value$106.45M
4.73%
Sole
218.86K
Shared
0.00
None
265.00
MARSH & MCLENNAN COS INC
SOLEShares426.62K
TypeSH
Market value$93.28M
4.14%
Sole
424.81K
Shared
0.00
None
1.81K
FISERV INC
SOLEShares539.91K
TypeSH
Market value$93.09M
4.13%
Sole
537.62K
Shared
0.00
None
2.29K
INTERNATIONAL BUSINESS MACHS
SOLEShares270.34K
TypeSH
Market value$79.69M
3.54%
Sole
268.64K
Shared
0.00
None
1.70K
ECOLAB INC
SOLEShares295.26K
TypeSH
Market value$79.56M
3.53%
Sole
294.11K
Shared
0.00
None
1.15K
AMPHENOL CORP NEW
SOLEShares775.35K
TypeSH
Market value$76.57M
3.40%
Sole
771.35K
Shared
0.00
None
4K
TJX COS INC NEW
SOLEShares612.47K
TypeSH
Market value$75.63M
3.36%
Sole
609.04K
Shared
0.00
None
3.43K
ALPHABET INC
SOLEShares421.42K
TypeSH
Market value$74.27M
3.30%
Sole
421.12K
Shared
0.00
None
300.00
APPLE INC
SOLEShares357.70K
TypeSH
Market value$73.39M
3.26%
Sole
356.68K
Shared
0.00
None
1.02K
VERTEX PHARMACEUTICALS INC
SOLEShares148.31K
TypeSH
Market value$66.03M
2.93%
Sole
148.01K
Shared
0.00
None
300.00
ROCKWELL AUTOMATION INC
SOLEShares197.35K
TypeSH
Market value$65.55M
2.91%
Sole
196.60K
Shared
0.00
None
750.00
INTUIT
SOLEShares82.39K
TypeSH
Market value$64.89M
2.88%
Sole
81.99K
Shared
0.00
None
400.00
KROGER CO
SOLEShares850.20K
TypeSH
Market value$60.98M
2.71%
Sole
848.30K
Shared
0.00
None
1.90K
EDWARDS LIFESCIENCES CORP
SOLEShares760.59K
TypeSH
Market value$59.49M
2.64%
Sole
756.75K
Shared
0.00
None
3.83K
S&P GLOBAL INC
SOLEShares105.12K
TypeSH
Market value$55.43M
2.46%
Sole
105.12K
Shared
0.00
None
0.00
WATTS WATER TECHNOLOGIES INC
SOLEShares186.20K
TypeSH
Market value$45.78M
2.03%
Sole
185.66K
Shared
0.00
None
540.00
LINCOLN ELEC HLDGS INC
SOLEShares198.17K
TypeSH
Market value$41.08M
1.82%
Sole
198.17K
Shared
0.00
None
0.00
ALCON AG
SOLEShares437.68K
TypeSH
Market value$38.64M
1.72%
Sole
436.88K
Shared
0.00
None
800.00
LABCORP HOLDINGS INC
SOLEShares144.45K
TypeSH
Market value$37.92M
1.68%
Sole
143.49K
Shared
0.00
None
965.00
ALPHABET INC
SOLEShares209.02K
TypeSH
Market value$37.08M
1.65%
Sole
206.24K
Shared
0.00
None
2.78K
COSTCO WHSL CORP NEW
SOLEShares35.67K
TypeSH
Market value$35.31M
1.57%
Sole
35.62K
Shared
0.00
None
50.00
MASTERCARD INCORPORATED
SOLEShares61.26K
TypeSH
Market value$34.43M
1.53%
Sole
60.44K
Shared
0.00
None
820.00
JPMORGAN CHASE & CO.
SOLEShares101.43K
TypeSH
Market value$29.40M
1.31%
Sole
100.85K
Shared
0.00
None
575.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 283.11K | SH | $140.82M 6.25% | 281.80K | 0.00 | 1.31K |
AMAZON COM INCSOLE | COM | 546.26K | SH | $119.84M 5.32% | 544.52K | 0.00 | 1.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 219.13K | SH | $106.45M 4.73% | 218.86K | 0.00 | 265.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 426.62K | SH | $93.28M 4.14% | 424.81K | 0.00 | 1.81K |
FISERV INCSOLE | COM | 539.91K | SH | $93.09M 4.13% | 537.62K | 0.00 | 2.29K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 270.34K | SH | $79.69M 3.54% | 268.64K | 0.00 | 1.70K |
ECOLAB INCSOLE | COM | 295.26K | SH | $79.56M 3.53% | 294.11K | 0.00 | 1.15K |
AMPHENOL CORP NEWSOLE | CL A | 775.35K | SH | $76.57M 3.40% | 771.35K | 0.00 | 4K |
TJX COS INC NEWSOLE | COM | 612.47K | SH | $75.63M 3.36% | 609.04K | 0.00 | 3.43K |
ALPHABET INCSOLE | CAP STK CL A | 421.42K | SH | $74.27M 3.30% | 421.12K | 0.00 | 300.00 |
APPLE INCSOLE | COM | 357.70K | SH | $73.39M 3.26% | 356.68K | 0.00 | 1.02K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 148.31K | SH | $66.03M 2.93% | 148.01K | 0.00 | 300.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 197.35K | SH | $65.55M 2.91% | 196.60K | 0.00 | 750.00 |
INTUITSOLE | COM | 82.39K | SH | $64.89M 2.88% | 81.99K | 0.00 | 400.00 |
KROGER COSOLE | COM | 850.20K | SH | $60.98M 2.71% | 848.30K | 0.00 | 1.90K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 760.59K | SH | $59.49M 2.64% | 756.75K | 0.00 | 3.83K |
S&P GLOBAL INCSOLE | COM | 105.12K | SH | $55.43M 2.46% | 105.12K | 0.00 | 0.00 |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 186.20K | SH | $45.78M 2.03% | 185.66K | 0.00 | 540.00 |
LINCOLN ELEC HLDGS INCSOLE | COM | 198.17K | SH | $41.08M 1.82% | 198.17K | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 437.68K | SH | $38.64M 1.72% | 436.88K | 0.00 | 800.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 144.45K | SH | $37.92M 1.68% | 143.49K | 0.00 | 965.00 |
ALPHABET INCSOLE | CAP STK CL C | 209.02K | SH | $37.08M 1.65% | 206.24K | 0.00 | 2.78K |
COSTCO WHSL CORP NEWSOLE | COM | 35.67K | SH | $35.31M 1.57% | 35.62K | 0.00 | 50.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 61.26K | SH | $34.43M 1.53% | 60.44K | 0.00 | 820.00 |
JPMORGAN CHASE & CO.SOLE | COM | 101.43K | SH | $29.40M 1.31% | 100.85K | 0.00 | 575.00 |
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