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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $204M AUM 291 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 46 Added 67 Reduced 22 Exited
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGIB ISHARES TR 466,277.0 $24.8M 12.17% +36K +8.3% $53.22 -0.2%
2 IJH ISHARES TR 111,192.0 $7.5M 3.68% +2K +1.6% $67.53 +10.3%
3 TLT ISHARES TR 83,704.0 $7.3M 3.56% +3K +4.3% $86.69 -1.7%
4 VOO VANGUARD INDEX FDS 11,709.0 $7.0M 3.43% +12K +10000.0% $597.55 +15.3%
5 IJR ISHARES TR 53,278.0 $6.6M 3.25% +18K +52.2% $124.31 +12.3%
6 EFIV SPDR SERIES TRUST 47,971.0 $3.0M 1.48% +19K +67.6% $63.08 +14.5%
7 SCHG SCHWAB STRATEGIC TR 92,063.0 $2.7M 1.31% +2K +2.7% $29.13 +18.5%
8 VGSH VANGUARD SCOTTSDALE FDS 37,293.0 $2.2M 1.07% +2K +4.7% $58.54 -0.4%
9 NVDA NVIDIA CORPORATION Technology 11,023.0 $1.9M 0.94% +71.0 +0.7% $174.40 +21.5%
10 META META PLATFORMS INC Communication Services 3,249.0 $1.9M 0.91% +36.0 +1.1% $572.20 +6.6%
11 BERKSHIRE HATHAWAY INC DEL 3,687.0 $1.8M 0.87% +291.0 +8.6% $479.20
12 SUSC ISHARES TR 72,177.0 $1.7M 0.82% +3K +3.8% $23.14 -0.1%
13 XLV SELECT SECTOR SPDR TR 9,343.0 $1.4M 0.67% +431.0 +4.8% $146.60 +1.6%
14 FORTINET INC 15,870.0 $1.3M 0.64% +1K +10.1% $81.72
15 CRM SALESFORCE INC Technology 5,861.0 $1.1M 0.54% +521.0 +9.8% $186.69 -4.5%
16 HON HONEYWELL INTL INC Industrials 4,657.0 $1.1M 0.52% +409.0 +9.6% $226.03 +3.2%
17 SUSB ISHARES TR 41,752.0 $1.0M 0.51% +1K +3.5% $25.07 -0.3%
18 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,992.0 $970K 0.48% +543.0 +3.5% $60.65 -4.4%
19 UBER UBER TECHNOLOGIES INC Technology 13,250.0 $953K 0.47% +131.0 +1.0% $71.93 -1.9%
20 LMT LOCKHEED MARTIN CORP Industrials 1,576.0 $952K 0.47% +38.0 +2.5% $604.20 -11.8%
Page 1 of 3  ·  46 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 25.5%
Healthcare 13.9%
Communication Services 12.4%
Financial Services 11.0%
Industrials 10.9%
Consumer Defensive 9.6%
Consumer Cyclical 8.2%
Energy 7.0%
Utilities 0.9%
Basic Materials 0.4%