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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 9 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRNA MODERNA INC Healthcare 400.0 $20K 0.01% $50.80 -6.2%
162 BP BP PLC Energy 428.0 $20K 0.01% $47.00 -11.4%
163 AEE AMEREN CORP Utilities 179.0 $20K 0.01% $109.92 +0.7%
164 CRSP CRISPR THERAPEUTICS AG Healthcare 405.0 $19K 0.01% $47.57 +13.1%
165 SHOP SHOPIFY INC Technology 162.0 $19K 0.01% $118.62 -10.0%
166 RJF RAYMOND JAMES FINL INC Financial Services 131.0 $19K 0.01% $144.79 +0.2%
167 SNA SNAP ON INC Industrials 50.0 $18K 0.01% $363.22 +2.3%
168 ROK ROCKWELL AUTOMATION INC Industrials 50.0 $18K 0.01% -30.0 -37.5% $358.88 +26.9%
169 ALL ALLSTATE CORP Financial Services 84.0 $18K 0.01% $208.46 +0.4%
170 SPYG SPDR SERIES TRUST 177.0 $17K 0.01% +167.0 +1670.0% $97.93 +22.3%
171 ESGV VANGUARD WORLD FD 152.0 $17K 0.01% $112.28 +18.1%
172 OXY OCCIDENTAL PETE CORP Energy 258.0 $17K 0.01% $65.00 -12.0%
173 LNT ALLIANT ENERGY CORP Utilities 230.0 $17K 0.01% $71.76 +2.6%
174 OTIS OTIS WORLDWIDE CORP Industrials 212.0 $16K 0.01% $77.08 -6.9%
175 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 294.0 $16K 0.01% $54.74 +22.1%
176 MS MORGAN STANLEY Financial Services 96.0 $16K 0.01% +1.0 +1.1% $164.34 +22.7%
177 F FORD MTR CO Consumer Cyclical 1,357.0 $16K 0.01% $11.54 +37.5%
178 SPYV SPDR SERIES TRUST 269.0 $15K 0.01% NEW $56.58 +7.9%
179 AMP AMERIPRISE FINL INC Financial Services 34.0 $15K 0.01% $444.41 -0.7%
180 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 245.0 $14K 0.01% +80.0 +48.5% $59.03 +10.4%
Page 9 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%