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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 3 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 13,250.0 $953K 0.47% +131.0 +1.0% $71.93 -1.7%
42 LMT LOCKHEED MARTIN CORP Industrials 1,576.0 $952K 0.47% +38.0 +2.5% $604.20 -12.0%
43 XJH ISHARES TR 20,761.0 $942K 0.46% +1K +6.1% $45.37 +10.9%
44 DIS DISNEY WALT CO Communication Services 9,544.0 $920K 0.45% $96.38 +7.6%
45 WM WASTE MGMT INC DEL Industrials 3,884.0 $892K 0.44% +207.0 +5.6% $229.77 -6.3%
46 ESGE ISHARES INC 17,286.0 $786K 0.39% -107.0 -0.6% $45.47 +19.9%
47 ISRG INTUITIVE SURGICAL INC Healthcare 1,674.0 $772K 0.38% +84.0 +5.3% $460.99 -9.3%
48 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,667.0 $711K 0.35% $125.46 +1.7%
49 ADSK AUTODESK INC Technology 2,938.0 $703K 0.34% +103.0 +3.6% $239.40 -0.2%
50 IQVIA HLDGS INC 4,028.0 $687K 0.34% -274.0 -6.4% $170.54
51 CVX CHEVRON CORPORATION Energy 3,059.0 $633K 0.31% $206.93 -11.6%
52 PG PROCTER & GAMBLE CO Consumer Defensive 4,267.0 $616K 0.30% -68.0 -1.6% $144.44 +1.9%
53 GOOG ALPHABET INC Communication Services 1,843.0 $529K 0.26% -70.0 -3.7% $286.92 +35.2%
54 XJR ISHARES TR 11,879.0 $517K 0.25% +5K +63.5% $43.54 +13.4%
55 SCHF SCHWAB STRATEGIC TR 19,152.0 $474K 0.23% -1K -6.2% $24.75 +11.6%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 450.0 $448K 0.22% -5.0 -1.1% $996.43 +1.0%
57 SCHO SCHWAB STRATEGIC TR 17,960.0 $436K 0.21% $24.27 -0.4%
58 ABBV ABBVIE INC Healthcare 1,977.0 $430K 0.21% $217.44 -0.9%
59 CVS CVS HEALTH CORP Healthcare 5,521.0 $396K 0.19% -144.0 -2.5% $71.81 +27.6%
60 IWM ISHARES TR 1,513.0 $375K 0.18% -241.0 -13.7% $248.00 +17.3%
Page 3 of 15  ·  291 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%