BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMN EASTMAN CHEM CO Basic Materials 825.0 $53K 0.03% NEW $63.83 +19.7%
122 VOT VANGUARD INDEX FDS 181.0 $51K 0.03% NEW $279.14 +6.5%
123 MDLZ MONDELEZ INTL INC Consumer Defensive 933.0 $50K 0.03% NEW $53.83 +15.9%
124 TDIV FIRST TR EXCHANGE TRADED FD 507.0 $49K 0.02% NEW $96.84 +22.9%
125 AEP AMERICAN ELEC PWR CO INC Utilities 408.0 $47K 0.02% NEW $115.29 +10.6%
126 USXF ISHARES TR 814.0 $47K 0.02% NEW $57.58 +17.5%
127 TSLA TESLA INC Consumer Cyclical 100.0 $45K 0.02% NEW $449.72 -1.8%
128 XLC SELECT SECTOR SPDR TR 378.0 $44K 0.02% NEW $117.72 -1.1%
129 BA BOEING CO Industrials 203.0 $44K 0.02% NEW $216.71 +5.4%
130 PPA INVESCO EXCHANGE TRADED FD T 280.0 $44K 0.02% NEW $156.63 +13.6%
131 IWY ISHARES TR 158.0 $44K 0.02% NEW $276.94 +7.6%
132 TXN TEXAS INSTRS INC Technology 250.0 $43K 0.02% NEW $173.49 +83.3%
133 MGK VANGUARD WORLD FD 104.0 $43K 0.02% NEW $412.78 -78.0%
134 SYY SYSCO CORP Consumer Defensive 550.0 $41K 0.02% NEW $73.69 +2.6%
135 KMB KIMBERLY-CLARK CORP Consumer Defensive 396.0 $40K 0.02% NEW $100.89 -1.0%
136 GLW CORNING INC Technology 453.0 $40K 0.02% NEW $87.56 +109.7%
137 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 466.0 $37K 0.02% NEW $80.30 -1.5%
138 SCHB SCHWAB STRATEGIC TR 1,400.0 $37K 0.02% NEW $26.23 +10.9%
139 MA MASTERCARD INCORPORATED Financial Services 64.0 $37K 0.02% NEW $570.89 -14.0%
140 LRCX LAM RESEARCH CORP Technology 211.0 $36K 0.02% NEW $171.41 +86.0%
Page 7 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%