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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 5 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM PHILIP MORRIS INTL INC Consumer Defensive 1,173.0 $194K 0.10% -32.0 -2.7% $165.34 +10.3%
82 PARR PAR PAC HOLDINGS INC Energy 3,000.0 $188K 0.09% -4K -53.9% $62.64 -9.6%
83 VXF VANGUARD INDEX FDS 900.0 $185K 0.09% $205.80 +13.6%
84 SYK STRYKER CORPORATION Healthcare 550.0 $181K 0.09% $328.59 -6.7%
85 ADP AUTOMATIC DATA PROCESSING IN Industrials 863.0 $175K 0.09% $203.18 +7.2%
86 MCO MOODYS CORP Financial Services 400.0 $174K 0.09% $436.25 +3.1%
87 PSX PHILLIPS 66 Energy 936.0 $171K 0.08% $182.18 -3.3%
88 ABT ABBOTT LABORATORIES Healthcare 1,631.0 $167K 0.08% -33.0 -2.0% $102.67 -16.4%
89 SCHE SCHWAB STRATEGIC TR 4,966.0 $164K 0.08% $32.95 +11.1%
90 GEV GE VERNOVA INC Utilities 174.0 $152K 0.07% $872.90 +19.3%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 2,754.0 $138K 0.07% $50.19 -3.2%
92 ACWI ISHARES TR 982.0 $136K 0.07% $138.37 +14.0%
93 CB CHUBB LTD SWITZ Financial Services 413.0 $135K 0.07% $325.93 -1.4%
94 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 381.0 $129K 0.06% $337.95 +25.0%
95 NBTB NBT BANCORP INC Financial Services 2,991.0 $127K 0.06% $42.58 +7.7%
96 AXP AMERICAN EXPRESS CO Financial Services 410.0 $124K 0.06% $302.48 +3.4%
97 VOE VANGUARD INDEX FDS 672.0 $124K 0.06% -214.0 -24.1% $184.28 +5.9%
98 SPY STATE STR SPDR S&P 500 ETF T Financial Services 176.0 $115K 0.06% +1.0 +0.6% $650.58 +15.4%
99 T AT&T INC Communication Services 3,943.0 $114K 0.06% -168.0 -4.1% $28.99 -13.9%
100 DE DEERE & CO Industrials 200.0 $113K 0.06% $563.30 -6.4%
Page 5 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%