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CIK: 0001424177
Total reported value
$2.5B
$2.5B
178 檔
21.7%
As reported in its official Q3 2024 Form 13F filing, Birch Hill Investment Advisors LLC's tracked investment portfolio stood at $2.5B with 178 total positions.
In Q3 2024, Birch Hill Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, FISV, BRK-B) accounted for 21.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
BTCGBP
市值: $774.2K
Top Position Liquidated / Trimmed
MSFT
前期市值: $124.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.62% | -0.38% | -0.23% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 5.12% | -0.09% | -2.05% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.98% | -0.27% | -0.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.89% | +0.15% | -0.54% | |
| 5 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.52% | -0.56% | -0.60% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.18% | -0.12% | |
| 7 | ECL | Ecolab Inc | Stock-Materials | 3.67% | -0.16% | -0.74% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.67% | -0.05% | -1.95% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.63% | +0.35% | -1.97% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.57% | -0.64% | -1.26% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.91% | +0.26% | -1.00% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.51% | -0.31% | +0.54% | |
| 13 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.50% | +0.69% | -0.33% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 2.44% | -0.33% | +0.22% | |
| 15 | KR | Kroger Co | Stock-Consumer Staples | 2.44% | -0.78% | -3.76% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.39% | -0.02% | -0.69% | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.86% | — | +1.26% | |
| 18 | ALC | Alcon Inc. | Stock-Healthcare | 1.83% | -0.53% | -0.03% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 1.80% | +1.18% | -1.00% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.20% | -1.41% | |
| 21 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.72% | -0.06% | +4.19% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.25% | -5.91% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.53% | -0.09% | -0.90% | |
| 24 | WTS | Watts Water Technologies-a | Stock-Industrials | 1.52% | +0.61% | +7.66% | |
| 25 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.47% | -0.15% | +0.91% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.10% | +10.63% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.15% | -3.32% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | +0.56% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.23% | -0.03% | -2.67% | |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.20% | +0.03% | +0.80% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.01% | -2.42% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 1.03% | -0.01% | +42.53% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 1.02% | +0.12% | -0.93% | |
| 34 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.76% | — | -12.68% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.68% | +0.05% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.01% | -6.49% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.28% | -1.58% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.47% | -0.10% | +2.19% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | -0.47% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.51% | EXIT | |
| 41 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.38% | — | -48.37% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.37% | — | — | |
| 43 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.34% | — | +6.57% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.33% | -0.01% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.01% | -0.81% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.33% | -0.05% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.02% | +0.20% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | — | +0.81% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | +0.11% | +1.51% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | -0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +0.7% | -2.05% | Trim |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -1.00% | Trim |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.62% | Trim |
| 4 | SPGI | S&p Global Inc | +0.3% | +0.22% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.12% | Trim |
| 6 | WTS | Watts Water Technologies-a | +0.2% | +7.66% | Add |
| 7 | ADBE | Adobe Inc | +0.2% | +42.53% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +10.63% | Add |
| 9 | KR | Kroger Co | +0.2% | -3.76% | Trim |
| 10 | ALC | Alcon Inc. | +0.2% | -0.03% | Trim |
| 11 | ECL | Ecolab Inc | +0.1% | -0.74% | Trim |
| 12 | MA | Mastercard Inc - A | +0.1% | -0.90% | Trim |
| 13 | MRSH | Marsh & Mclennan Cos | +0.1% | -0.60% | Trim |
| 14 | LH | Labcorp Holdings Inc | +0.1% | +0.91% | Add |
| 15 | GWW | Ww Grainger Inc | +0.1% | -0.93% | Trim |
| 16 | TJX | Tjx Companies Inc | +0.1% | -1.26% | Trim |
| 17 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | -2.67% | Trim |
| 19 | ACN | Accenture plc | +0.1% | +2.19% | Add |
| 20 | LECO | Lincoln Electric Holdings | +0.1% | +4.19% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -3.32% | Trim |
| 22 | NKE | Nike Inc -cl B | +0.1% | +26.66% | Add |
| 23 | CSL | Carlisle Cos Inc | 0% | +6.57% | Add |
| 24 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 25 | NEE | Nextera Energy Inc | 0% | +1.51% | Add |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | +18.41% | Add |
| 27 | ORCL | Oracle CORP | 0% | -1.04% | Trim |
| 28 | KVUE | Kenvue Inc | 0% | +1.33% | Add |
| 29 | APD | Air Products & Chemicals Inc | 0% | +6.47% | Add |
| 30 | BTCGBP | Grayscale Bitcoin Mini Trust | 0% | NEW | New buy |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.56% | Add |
| 32 | HD | Home Depot Inc | 0% | -0.52% | Trim |
| 33 | RTX | Rtx CORP | 0% | — | Unchanged |
| 34 | KO | Coca-cola Co/the | 0% | -0.81% | Trim |
| 35 | BBJP | Jpmorgan Betabuilders Japan | 0% | +9.45% | Add |
| 36 | BAC | Bank Of America CORP | -0.1% | -6.49% | Trim |
| 37 | CVS | Cvs Health CORP | -0.1% | -36.78% | Trim |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -16.38% | Trim |
| 39 | APH | Amphenol Corp-cl A | -0.1% | -1.00% | Trim |
| 40 | ROK | Rockwell Automation Inc | -0.2% | -0.33% | Trim |
| 41 | INTU | Intuit Inc | -0.2% | +0.54% | Add |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -1.95% | Trim |
| 43 | GNTX | Gentex CORP | -0.3% | -12.68% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -1.41% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.3% | -0.69% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.4% | -0.54% | Trim |
| 47 | MSFT | Microsoft CORP | -0.4% | -0.23% | Trim |
| 48 | EW | Edwards Lifesciences CORP | -0.5% | +0.80% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.6% | -1.97% | Trim |
| 50 | MBLY | Mobileye Global Inc-a | -1.2% | -48.37% | Trim |
According to official SEC Form 13F filings, Birch Hill Investment Advisors LLC reported a total U.S. public equity portfolio value of $2.5B across 178 disclosed positions in Q3 2024.
During Q3 2024, Birch Hill Investment Advisors LLC's top holdings by market value included MSFT (5.6%)、FISV (5.1%)、BRK-B (5.0%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q3 2024, Birch Hill Investment Advisors LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 29 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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