Birch Hill Investment Advisors LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$2,392,666
Net value change ($000)
+25,228 (1.1%)
New positions
10
Sold out positions
7
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CLX 22,103 NEW
GOOGL 20,642 22.3%
GOOGL 11,128 23.0%
VRTX 8,974 14.9%
ROK 6,576 9.6%
WST 6,062 16.9%
IBM 5,586 7.2%
APH 5,184 5.5%
AAPL 5,130 5.5%
AMZN 4,753 4.0%
Top Reduces (Value $000, Stocks/ETFs)
FISV -36,606 -52.8%
LH -13,627 -39.7%
MSFT -10,566 -7.2%
MDLZ -7,293 -59.9%
MRSH -7,109 -8.0%
ADBE -6,741 -87.4%
KR -4,629 -8.5%
ECL -3,486 -4.3%
ORCL -3,241 -36.6%
CHWY -2,962 -16.4%
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