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Portfolio (Quarterly) Guide ↗

Birchcreek Wealth Management, LLC

· CIK 0001840341
13F Portfolio $208M AUM 120 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 27 Reduced 1 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 1,097.0 $371K 0.18% -500.0 -31.3% $337.86 +176.8%
22 FORTINET INC 4,377.0 $358K 0.17% -75.0 -1.7% $81.72
23 ANET ARISTA NETWORKS INC Technology 2,699.0 $331K 0.16% -33.0 -1.2% $122.78 +26.0%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 1,366.0 $331K 0.16% -182.0 -11.8% $242.39 +8.0%
25 OEF ISHARES TR 748.0 $238K 0.12% -35.0 -4.5% $318.07 +18.2%
26 AMGN AMGEN INC Healthcare 674.0 $237K 0.11% -6.0 -0.9% $351.85 -4.3%
27 QS QUANTUMSCAPE CORP Consumer Cyclical 25,666.0 $164K 0.08% -267.0 -1.0% $6.38 +45.3%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 15.3%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.3%
Healthcare 7.9%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 2.1%