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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XJH ISHARES TR 20,761.0 $942K 0.46% +1K +6.1% $45.37 +10.7%
22 WM WASTE MGMT INC DEL Industrials 3,884.0 $892K 0.44% +207.0 +5.6% $229.77 -6.2%
23 ISRG INTUITIVE SURGICAL INC Healthcare 1,674.0 $772K 0.38% +84.0 +5.3% $460.99 -9.2%
24 ADSK AUTODESK INC Technology 2,938.0 $703K 0.34% +103.0 +3.6% $239.40 -1.0%
25 XJR ISHARES TR 11,879.0 $517K 0.25% +5K +63.5% $43.54 +13.3%
26 EFA ISHARES TR 3,309.0 $321K 0.16% +820.0 +32.9% $97.13 +7.9%
27 EAGG ISHARES TR 5,920.0 $282K 0.14% +114.0 +2.0% $47.55 -0.5%
28 FNLC FIRST BANCORP INC ME Financial Services 7,000.0 $196K 0.10% +7K +10000.0% $28.03 +3.6%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 176.0 $115K 0.06% +1.0 +0.6% $650.58 +15.4%
30 CAC CAMDEN NATL CORP Financial Services 1,750.0 $83K 0.04% +1K +133.3% $47.45 +5.6%
31 BAC BANK AMERICA CORP Financial Services 1,669.0 $81K 0.04% +12.0 +0.7% $48.76 +4.8%
32 SDG ISHARES TR 851.0 $71K 0.04% +45.0 +5.6% $83.95 +7.7%
33 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 211.0 $31K 0.01% +36.0 +20.6% $149.19 +13.3%
34 DMXF ISHARES TR 411.0 $31K 0.01% +107.0 +35.2% $75.45 +10.5%
35 BGRN ISHARES TR 500.0 $24K 0.01% +34.0 +7.3% $47.45 +0.0%
36 SPYG SPDR SERIES TRUST 177.0 $17K 0.01% +167.0 +1670.0% $97.93 +22.3%
37 MS MORGAN STANLEY Financial Services 96.0 $16K 0.01% +1.0 +1.1% $164.34 +22.7%
38 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 245.0 $14K 0.01% +80.0 +48.5% $59.03 +10.5%
39 KR KROGER CO Consumer Defensive 142.0 $10K 0.01% +1.0 +0.7% $72.38 -10.6%
40 VTRS VIATRIS INC Healthcare 706.0 $10K 0.01% +106.0 +17.7% $13.51 +20.6%
Page 2 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%