Birch Hill Investment Advisors LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
197
Total value ($000)
$2,367,438
Net value change ($000)
+114,895 (5.1%)
New positions
8
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ASML 37,569 18506.9%
AAPL 20,159 27.5%
WST 19,864 124.6%
GOOGL 18,290 24.6%
APH 17,183 22.4%
TJX 12,724 16.8%
NVDA 11,292 107.8%
GOOGL 11,228 30.3%
MSFT 6,384 4.5%
WTS 6,204 13.6%
Top Reduces (Value $000, Stocks/ETFs)
FISV -23,723 -25.5%
ADBE -8,449 -52.3%
MDLZ -7,483 -38.1%
KR -6,807 -11.2%
INTU -6,509 -10.0%
VRTX -5,872 -8.9%
ALC -5,543 -14.3%
MRSH -4,801 -5.1%
SPGI -4,058 -7.3%
LH -3,594 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type