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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,004.0 $409K 0.24% NEW $136.11 -9.0%
2 DDOG DATADOG INC Technology 2,295.0 $271K 0.16% NEW $118.06 +89.4%
3 COP CONOCOPHILLIPS Energy 1,992.0 $263K 0.15% NEW $132.01 -11.7%
4 CRM SALESFORCE INC Technology 1,339.0 $250K 0.15% NEW $186.61 -4.0%
5 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,733.0 $226K 0.13% NEW $60.65 -4.3%
6 URNM SPROTT FDS TR 3,389.0 $214K 0.12% NEW $63.15 -3.6%
7 SN SHARKNINJA INC Consumer Cyclical 1,955.0 $207K 0.12% NEW $105.92 +9.7%
8 APG API GROUP CORP Industrials 4,960.0 $201K 0.12% NEW $40.52 +4.4%

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%