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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $201M AUM 298 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 298 New
Page 13 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WPC WP CAREY INC Real Estate 80.0 $5K 0.00% NEW $64.36 +15.5%
242 BSCQ INVESCO EXCH TRD SLF IDX FD 250.0 $5K 0.00% NEW $19.58 -0.3%
243 AMCOR PLC 523.0 $4K 0.00% NEW $8.34
244 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 27.0 $4K 0.00% NEW $160.33 -6.6%
245 BK BANK NEW YORK MELLON CORP Financial Services 37.0 $4K 0.00% NEW $116.11 +20.6%
246 STCE SCHWAB STRATEGIC TR 71.0 $4K 0.00% NEW $60.21 +30.8%
247 CMS CMS ENERGY CORP Utilities 58.0 $4K 0.00% NEW $69.93 +6.1%
248 CCI CROWN CASTLE INC Real Estate 45.0 $4K 0.00% NEW $88.89 +2.2%
249 RGA REINSURANCE GRP OF AMERICA I Financial Services 19.0 $4K 0.00% NEW $203.47 +1.6%
250 APLE APPLE HOSPITALITY REIT INC Real Estate 276.0 $3K 0.00% NEW $11.87 +25.1%
251 CMCSA COMCAST CORP NEW Communication Services 104.0 $3K 0.00% NEW $29.89 -15.6%
252 NUE NUCOR CORP Basic Materials 19.0 $3K 0.00% NEW $163.16 +51.1%
253 SCHZ SCHWAB STRATEGIC TR 130.0 $3K 0.00% NEW $23.32 -0.9%
254 CORPAY INC 10.0 $3K 0.00% NEW $301.00
255 FLR FLUOR CORP NEW Industrials 73.0 $3K 0.00% NEW $39.63 +19.4%
256 PII POLARIS INC Consumer Cyclical 45.0 $3K 0.00% NEW $62.62 +10.6%
257 WY WEYERHAEUSER CO MTN BE Real Estate 117.0 $3K 0.00% NEW $23.69 +3.5%
258 AR ANTERO RESOURCES CORP Energy 79.0 $3K 0.00% NEW $34.47 +1.8%
259 OTEX OPEN TEXT CORP Technology 81.0 $3K 0.00% NEW $32.58 -29.3%
260 DVN DEVON ENERGY CORP NEW Energy 68.0 $2K 0.00% NEW $36.63 +20.8%
Page 13 of 15  ·  298 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 28.1%
Healthcare 14.1%
Communication Services 13.9%
Financial Services 11.1%
Industrials 9.2%
Consumer Cyclical 8.8%
Consumer Defensive 8.6%
Energy 5.0%
Utilities 0.7%
Basic Materials 0.4%