Filed: 10/23/2025ACC: 0001172661-25-004406
📋 What this filing means
BIRCH HILL INVESTMENT ADVISORS LLC filed this quarterly 13F‑HR report disclosing 197 equity positions with a total reported market value of $2.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$2.37B
Total AUM (reported)
13.47M
Total Shares
Allocation by class
COM$1.62B68.3%
CL A$214.29M9.1%
CL B NEW$109.51M4.6%
CAP STK CL A$92.56M3.9%
CAP STK CL C$48.31M2.0%
N Y REGISTRY SHS$37.77M1.6%
ORD SHS$35.31M1.5%
Portfolio Concentration
Top 3$376.66M15.9%
4–10$615.28M26.0%
11–25$743.21M31.4%
Rest$632.30M26.7%
Top 3 weight
15.9%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 13.47M
Sole
Full voting authority
13.42M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
49.58K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole197
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings197
Rows:
MICROSOFT CORP
SOLEShares284.20K
TypeSH
Market value$147.20M
6.22%
Sole
282.91K
Shared
0.00
None
1.29K
AMAZON COM INC
SOLEShares546.25K
TypeSH
Market value$119.94M
5.07%
Sole
544.51K
Shared
0.00
None
1.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares217.83K
TypeSH
Market value$109.51M
4.63%
Sole
217.56K
Shared
0.00
None
265.00
AMPHENOL CORP NEW
SOLEShares757.57K
TypeSH
Market value$93.75M
3.96%
Sole
753.57K
Shared
0.00
None
4K
APPLE INC
SOLEShares367.39K
TypeSH
Market value$93.55M
3.95%
Sole
366.27K
Shared
0.00
None
1.12K
ALPHABET INC
SOLEShares380.73K
TypeSH
Market value$92.56M
3.91%
Sole
380.43K
Shared
0.00
None
300.00
MARSH & MCLENNAN COS INC
SOLEShares439.02K
TypeSH
Market value$88.48M
3.74%
Sole
437.21K
Shared
0.00
None
1.81K
TJX COS INC NEW
SOLEShares611.30K
TypeSH
Market value$88.36M
3.73%
Sole
608.12K
Shared
0.00
None
3.18K
ECOLAB INC
SOLEShares294.06K
TypeSH
Market value$80.53M
3.40%
Sole
292.91K
Shared
0.00
None
1.15K
INTERNATIONAL BUSINESS MACHS
SOLEShares276.66K
TypeSH
Market value$78.06M
3.30%
Sole
274.96K
Shared
0.00
None
1.70K
FISERV INC
SOLEShares538K
TypeSH
Market value$69.36M
2.93%
Sole
535.71K
Shared
0.00
None
2.29K
ROCKWELL AUTOMATION INC
SOLEShares195.75K
TypeSH
Market value$68.42M
2.89%
Sole
195K
Shared
0.00
None
750.00
VERTEX PHARMACEUTICALS INC
SOLEShares153.60K
TypeSH
Market value$60.16M
2.54%
Sole
153.01K
Shared
0.00
None
590.00
EDWARDS LIFESCIENCES CORP
SOLEShares757.07K
TypeSH
Market value$58.88M
2.49%
Sole
753.23K
Shared
0.00
None
3.83K
INTUIT
SOLEShares85.49K
TypeSH
Market value$58.38M
2.47%
Sole
85.08K
Shared
0.00
None
410.00
KROGER CO
SOLEShares803.72K
TypeSH
Market value$54.18M
2.29%
Sole
801.82K
Shared
0.00
None
1.90K
WATTS WATER TECHNOLOGIES INC
SOLEShares186.15K
TypeSH
Market value$51.99M
2.20%
Sole
185.61K
Shared
0.00
None
540.00
S&P GLOBAL INC
SOLEShares105.55K
TypeSH
Market value$51.37M
2.17%
Sole
105.55K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares198.34K
TypeSH
Market value$48.31M
2.04%
Sole
195.84K
Shared
0.00
None
2.50K
LINCOLN ELEC HLDGS INC
SOLEShares198.17K
TypeSH
Market value$46.73M
1.97%
Sole
198.17K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares39.02K
TypeSH
Market value$37.77M
1.60%
Sole
39.02K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares136.47K
TypeSH
Market value$35.80M
1.51%
Sole
136.07K
Shared
0.00
None
400.00
MASTERCARD INCORPORATED
SOLEShares60.53K
TypeSH
Market value$34.43M
1.45%
Sole
59.83K
Shared
0.00
None
710.00
LABCORP HOLDINGS INC
SOLEShares119.58K
TypeSH
Market value$34.33M
1.45%
Sole
118.61K
Shared
0.00
None
965.00
ALCON AG
SOLEShares444.18K
TypeSH
Market value$33.10M
1.40%
Sole
443.38K
Shared
0.00
None
800.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 284.20K | SH | $147.20M 6.22% | 282.91K | 0.00 | 1.29K |
AMAZON COM INCSOLE | COM | 546.25K | SH | $119.94M 5.07% | 544.51K | 0.00 | 1.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 217.83K | SH | $109.51M 4.63% | 217.56K | 0.00 | 265.00 |
AMPHENOL CORP NEWSOLE | CL A | 757.57K | SH | $93.75M 3.96% | 753.57K | 0.00 | 4K |
APPLE INCSOLE | COM | 367.39K | SH | $93.55M 3.95% | 366.27K | 0.00 | 1.12K |
ALPHABET INCSOLE | CAP STK CL A | 380.73K | SH | $92.56M 3.91% | 380.43K | 0.00 | 300.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 439.02K | SH | $88.48M 3.74% | 437.21K | 0.00 | 1.81K |
TJX COS INC NEWSOLE | COM | 611.30K | SH | $88.36M 3.73% | 608.12K | 0.00 | 3.18K |
ECOLAB INCSOLE | COM | 294.06K | SH | $80.53M 3.40% | 292.91K | 0.00 | 1.15K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 276.66K | SH | $78.06M 3.30% | 274.96K | 0.00 | 1.70K |
FISERV INCSOLE | COM | 538K | SH | $69.36M 2.93% | 535.71K | 0.00 | 2.29K |
ROCKWELL AUTOMATION INCSOLE | COM | 195.75K | SH | $68.42M 2.89% | 195K | 0.00 | 750.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 153.60K | SH | $60.16M 2.54% | 153.01K | 0.00 | 590.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 757.07K | SH | $58.88M 2.49% | 753.23K | 0.00 | 3.83K |
INTUITSOLE | COM | 85.49K | SH | $58.38M 2.47% | 85.08K | 0.00 | 410.00 |
KROGER COSOLE | COM | 803.72K | SH | $54.18M 2.29% | 801.82K | 0.00 | 1.90K |
WATTS WATER TECHNOLOGIES INCSOLE | CL A | 186.15K | SH | $51.99M 2.20% | 185.61K | 0.00 | 540.00 |
S&P GLOBAL INCSOLE | COM | 105.55K | SH | $51.37M 2.17% | 105.55K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 198.34K | SH | $48.31M 2.04% | 195.84K | 0.00 | 2.50K |
LINCOLN ELEC HLDGS INCSOLE | COM | 198.17K | SH | $46.73M 1.97% | 198.17K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 39.02K | SH | $37.77M 1.60% | 39.02K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 136.47K | SH | $35.80M 1.51% | 136.07K | 0.00 | 400.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 60.53K | SH | $34.43M 1.45% | 59.83K | 0.00 | 710.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 119.58K | SH | $34.33M 1.45% | 118.61K | 0.00 | 965.00 |
ALCON AGSOLE | ORD SHS | 444.18K | SH | $33.10M 1.40% | 443.38K | 0.00 | 800.00 |
Page 1 of 8
…