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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $171M AUM 136 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 58 Added 44 Reduced 8 Exited
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MO ALTRIA GROUP INC Consumer Defensive 12,664.0 $836K 0.49% +2K +15.7% $65.99 +9.7%
22 ABBV ABBVIE INC Healthcare 3,839.0 $835K 0.49% +82.0 +2.2% $217.50 -2.0%
23 PGR PROGRESSIVE CORP Financial Services 4,123.0 $817K 0.48% +897.0 +27.8% $198.22 +0.3%
24 SHOC EA SERIES TRUST 11,250.0 $810K 0.47% +1K +9.9% $72.02 +55.8%
25 SOUN SOUNDHOUND AI INC Technology 110,039.0 $756K 0.44% +14K +15.1% $6.87 +18.3%
26 AEP AMERICAN ELEC PWR CO INC Utilities 5,644.0 $740K 0.43% +819.0 +17.0% $131.08 -0.1%
27 C CITIGROUP INC Financial Services 6,020.0 $683K 0.40% +50.0 +0.8% $113.40 +11.9%
28 CI THE CIGNA GROUP Healthcare 2,401.0 $640K 0.37% +521.0 +27.7% $266.71 +5.3%
29 KO COCA COLA CO Consumer Defensive 8,021.0 $610K 0.36% +975.0 +13.8% $76.05 +5.8%
30 AMD ADVANCED MICRO DEVICES INC Technology 2,937.0 $597K 0.35% +772.0 +35.7% $203.43 +147.7%
31 AIG AMERICAN INTL GROUP INC Financial Services 7,813.0 $588K 0.34% +869.0 +12.5% $75.25 +2.6%
32 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,360.0 $568K 0.33% +2K +206.3% $169.03 +38.6%
33 CME CME GROUP INC Financial Services 1,913.0 $565K 0.33% +233.0 +13.9% $295.36 -4.3%
34 QQQ INVESCO QQQ TR Financial Services 917.0 $529K 0.31% +68.0 +8.0% $576.92 +26.6%
35 PG PROCTER & GAMBLE CO Consumer Defensive 3,498.0 $505K 0.29% +159.0 +4.8% $144.46 -1.0%
36 MCD MCDONALDS CORP Consumer Cyclical 1,519.0 $472K 0.28% +12.0 +0.8% $310.79 -10.1%
37 BLK BLACKROCK INC Financial Services 491.0 $472K 0.28% +3.0 +0.6% $961.35 +12.1%
38 ALL ALLSTATE CORP Financial Services 2,252.0 $467K 0.27% +648.0 +40.4% $207.35 +2.6%
39 SAP SAP SE Technology 2,593.0 $444K 0.26% +210.0 +8.8% $171.19 +2.3%
40 KR KROGER CO Consumer Defensive 5,672.0 $410K 0.24% +2K +36.3% $72.36 -10.8%
Page 2 of 3  ·  58 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
Financial Services 34.5%
Technology 18.1%
Consumer Cyclical 8.7%
Healthcare 7.3%
Communication Services 7.1%
Energy 7.1%
Industrials 6.7%
Consumer Defensive 5.1%
Utilities 4.8%
Real Estate 0.5%