Birch Hill Investment Advisors LLC

RIA/Wealth

Birch Hill Investment Advisors LLC is a RIA/Wealth based in Boston, MA led by Gary Richard Mikula, reporting $2.7B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).

PresidentGary Richard Mikula

Portfolio Value: $2.4B
Positions: 197
Top Holding: MSFT at 6.22%
Last Reported: Q3 2025

AddressOne International Place, Suite 770, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in Birch Hill Investment Advisors LLC's portfolio (41.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$147.2M	6.22%	+$568.7K Bought	0.00% 284.2K shares	≤ Q2 2013 Held for 12y 5m+
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$119.9M	5.07%	-$1.3K Sold	0.01% 546.3K shares	≤ Q2 2013 Held for 12y 5m+
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$109.5M	4.63%	-$652.6K Sold	0.01% 217.8K shares	Q4 2019 Held for 5y 11m
4 Amphenol APH	Hardware, Equipment & Parts Technology	$93.7M	3.96%	-$2.2M Sold	0.06% 757.6K shares	Q1 2019 Held for 6y 8m
5 Apple AAPL	Consumer Electronics Technology	$93.5M	3.95%	+$2.5M Bought	0.00% 367.4K shares	≤ Q2 2013 Held for 12y 5m+
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$92.6M	3.91%	-$9.9M Sold	0.00% 380.7K shares	≤ Q2 2013 Held for 12y 5m+
7 Marsh & McLennan Companies MMC	Insurance - Brokers Financial Services	$88.5M	3.74%	+$2.5M Bought	0.09% 439.0K shares	≤ Q2 2013 Held for 12y 5m+
8 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$88.4M	3.73%	-$169.0K Sold	0.05% 611.3K shares	≤ Q2 2013 Held for 12y 5m+
9 Ecolab ECL	Chemicals - Specialty Basic Materials	$80.5M	3.40%	-$330.0K Sold	0.10% 294.1K shares	≤ Q2 2013 Held for 12y 5m+
10 International Business Machines IBM	Information Technology Services Technology	$78.1M	3.30%	+$1.8M Bought	0.03% 276.7K shares	≤ Q2 2013 Held for 12y 5m+

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Birch Hill Investment Advisors LLC's latest filing

See all changes

GthenC

Market Value

$2.4B

Prior: $2.3B

Q/Q Change

+5.1%

+$114.9M

Net Flows % of MV

+1.53%

Turnover Ratio

3.36%

New Purchases

7 stocks

$2.3M

Added To

43 stocks

+$95.1M

Sold Out Of

6 stocks

$3.6M

Reduced Holdings

71 stocks

-$57.8M

Increased Positions

Position	Shares Δ	Change
1 IAU iShares Gold Trust IAU	New	0 → 9.7K +$702.4K
2 Technology Select Sector SPDR Fund XLK	New	0 → 1.6K +$461.7K
3 Lennar LEN	New	0 → 3.4K +$428.5K
4 CAVA Group CAVA	New	0 → 3.8K +$229.1K
5 iShares Russell 1000 Growth IWF	New	0 → 454.0 +$212.7K

Decreased Positions

Position	Shares Δ	Change
1 Constellation Brands STZ	Sold	9.4K → 0 −$1.5M
2 Masco MAS	Sold	13.3K → 0 −$858.9K
3 PRTC PureTech Health PRTC	Sold	242.7K → 0 −$415.3K
4 Xylem XYL	Sold	2.6K → 0 −$330.5K
5 Vanguard FTSE All-World Ex-US ETF VEU	Sold	3.8K → 0 −$257.7K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Birch Hill Investment Advisors LLC

View analytics

GthenA

Sector Allocation

Technology

27.10%

Financial Services

14.20%

Healthcare

11.60%

Industrials

11.60%

Consumer Cyclical

10.60%

Consumer Defensive

6.40%

Communication Services

6.10%

ETF

5.10%

Basic Materials

3.70%

Utilities

0.60%

Energy

0.40%

Real Estate

0.40%

Market Cap Distribution

Mega Cap (> $200B)

40.21%

Large Cap ($10B - $200B)

49.61%

Mid Cap ($2B - $10B)

2.81%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.12%

N/A (ETF or Unknown)

7.25%

Portfolio Concentration

Top 10 Holdings %

41.9%

Top 20 Holdings %

65.88%

Top 50 Holdings %

90.68%

Top 100 Holdings %

97.75%