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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $175M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC Communication Services 9,719.0 $911K 0.52% NEW $93.76 -6.5%
42 ORCL ORACLE CORP Technology 4,664.0 $909K 0.52% NEW $194.92 -1.0%
43 GOOGL ALPHABET INC Communication Services 2,839.0 $889K 0.51% NEW $312.97 +24.3%
44 ABT ABBOTT LABS Healthcare 6,937.0 $869K 0.50% NEW $125.29 -30.8%
45 XOM EXXON MOBIL CORP Energy 7,198.0 $866K 0.49% NEW $120.34 +28.7%
46 ABBV ABBVIE INC Healthcare 3,757.0 $858K 0.49% NEW $228.47 -6.7%
47 META META PLATFORMS INC Communication Services 1,262.0 $833K 0.47% NEW $660.25 -7.3%
48 JPM JPMORGAN CHASE & CO. Financial Services 2,566.0 $827K 0.47% NEW $322.27 -4.8%
49 PGR PROGRESSIVE CORP Financial Services 3,226.0 $735K 0.42% NEW $227.71 -12.7%
50 SPY SPDR S&P 500 ETF TR Financial Services 1,077.0 $734K 0.42% NEW $681.70 +10.1%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,259.0 $729K 0.42% NEW $579.27 -22.6%
52 WMT WALMART INC Consumer Defensive 6,401.0 $713K 0.41% NEW $111.40 +8.0%
53 SHOC EA SERIES TRUST 10,236.0 $702K 0.40% NEW $68.63 +63.6%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 2,355.0 $697K 0.40% NEW $296.16 -15.4%
55 C CITIGROUP INC Financial Services 5,970.0 $697K 0.40% NEW $116.69 +8.7%
56 ADBE ADOBE INC Technology 1,936.0 $678K 0.39% NEW $350.06 -31.3%
57 AON AON PLC Financial Services 1,870.0 $660K 0.38% NEW $352.80 -9.5%
58 MO ALTRIA GROUP INC Consumer Defensive 10,948.0 $631K 0.36% NEW $57.66 +25.5%
59 MSCI MSCI INC Financial Services 1,075.0 $617K 0.35% NEW $573.98 +2.5%
60 AIG AMERICAN INTL GROUP INC Financial Services 6,944.0 $594K 0.34% NEW $85.55 -9.8%
Page 3 of 7  ·  136 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 38.0%
Technology 20.0%
Consumer Cyclical 8.9%
Healthcare 7.3%
Communication Services 7.0%
Industrials 6.0%
Energy 4.3%
Consumer Defensive 4.1%
Utilities 3.5%
Real Estate 0.8%