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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 15 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IEX IDEX CORP Industrials 2.0 $420.0 NEW $210.00 -1.4%
282 EVTL VERTICAL AEROSPACE LTD Industrials 70.0 $374.0 NEW $5.34 -45.6%
283 HELO J P MORGAN EXCHANGE TRADED F 5.0 $336.0 NEW $67.20 +1.1%
284 GM GENERAL MTRS CO Consumer Cyclical 4.0 $326.0 NEW $81.50 +2.9%
285 TLRY TILRAY BRANDS INC Healthcare 34.0 $308.0 NEW $9.06 -38.6%
286 PHIN PHINIA INC Consumer Cyclical 4.0 $268.0 NEW $67.00 +15.0%
287 EWZ ISHARES INC 8.0 $255.0 NEW $31.88 +13.2%
288 KD KYNDRYL HLDGS INC Technology 8.0 $213.0 NEW $26.62 -54.8%
289 PSKY PARAMOUNT SKYDANCE CORP Communication Services 14.0 $188.0 NEW $13.43 -20.8%
290 RGTI RIGETTI COMPUTING INC Technology 8.0 $178.0 NEW $22.25 +12.8%
291 REZI RESIDEO TECHNOLOGIES INC Industrials 5.0 $176.0 NEW $35.20 -14.7%
292 NRG NRG ENERGY INC Utilities 1.0 $160.0 NEW $160.00 -14.5%
293 IGF ISHARES TR 2.0 $123.0 NEW $61.50 +9.0%
294 CG CARLYLE GROUP INC Financial Services 53.0 $61.0 NEW $1.15 +3819.4%
295 GTX GARRETT MOTION INC Consumer Cyclical 3.0 $54.0 NEW $18.00 +84.0%
296 LUNR INTUITIVE MACHINES INC Industrials 3.0 $49.0 NEW $16.33 +166.2%
297 INTU INTUIT Technology $16.0 NEW
298 DVY ISHARES TR 90.0 NEW
Page 15 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%