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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 4 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IXUS ISHARES TR 3,987.0 $337K 0.17% NEW $84.64 +13.4%
62 XJR ISHARES TR 7,265.0 $309K 0.15% NEW $42.58 +16.1%
63 SCHA SCHWAB STRATEGIC TR 10,520.0 $300K 0.15% NEW $28.48 +19.1%
64 MRK MERCK & CO INC Healthcare 2,723.0 $287K 0.14% NEW $105.26 +14.2%
65 EAGG ISHARES TR 5,806.0 $278K 0.14% NEW $47.85 -1.1%
66 GE GE AEROSPACE Industrials 868.0 $267K 0.13% NEW $308.03 +3.0%
67 AMGN AMGEN INC Healthcare 771.0 $252K 0.13% NEW $327.31 +2.0%
68 HD HOME DEPOT INC Consumer Cyclical 720.0 $248K 0.12% NEW $344.10 -7.6%
69 KO COCA COLA CO Consumer Defensive 3,432.0 $240K 0.12% NEW $69.91 +16.3%
70 EFA ISHARES TR 2,489.0 $239K 0.12% NEW $96.03 +8.4%
71 INTC INTEL CORP Technology 6,462.0 $238K 0.12% NEW $36.90 +229.1%
72 VWO VANGUARD INTL EQUITY INDEX F 4,360.0 $234K 0.12% NEW $53.76 +10.8%
73 CAT CATERPILLAR INC Industrials 400.0 $229K 0.11% NEW $572.87 +58.8%
74 CSCO CISCO SYS INC Technology 2,969.0 $229K 0.11% NEW $77.04 +56.5%
75 PARR PAR PAC HOLDINGS INC Energy 6,500.0 $228K 0.11% NEW $35.14 +63.4%
76 ADP AUTOMATIC DATA PROCESSING IN Industrials 865.0 $223K 0.11% NEW $257.23 -16.2%
77 SCHW SCHWAB CHARLES CORP Financial Services 2,167.0 $216K 0.11% NEW $99.90 -14.3%
78 ABT ABBOTT LABS Healthcare 1,664.0 $208K 0.10% NEW $125.29 -31.6%
79 AMAT APPLIED MATLS INC Technology 800.0 $206K 0.10% NEW $256.99 +73.5%
80 MCO MOODYS CORP Financial Services 400.0 $204K 0.10% NEW $510.85 -11.1%
Page 4 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%