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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 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 2,936.0 $887K 0.52% -1K -25.9% $302.20 +8.2%
42 GOOGL ALPHABET INC Communication Services 3,054.0 $878K 0.51% +215.0 +7.6% $287.58 +35.1%
43 ORCL ORACLE CORP Technology 5,744.0 $845K 0.49% +1K +23.2% $147.12 +30.5%
44 MA MASTERCARD INCORPORATED Financial Services 1,689.0 $844K 0.49% -134.0 -7.3% $499.68 -1.0%
45 MO ALTRIA GROUP INC Consumer Defensive 12,664.0 $836K 0.49% +2K +15.7% $65.99 +9.6%
46 ABBV ABBVIE INC Healthcare 3,839.0 $835K 0.49% +82.0 +2.2% $217.50 -2.3%
47 PGR PROGRESSIVE CORP Financial Services 4,123.0 $817K 0.48% +897.0 +27.8% $198.22 +0.2%
48 SHOC EA SERIES TRUST 11,250.0 $810K 0.47% +1K +9.9% $72.02 +55.8%
49 NFLX NETFLIX INC. Communication Services 8,269.0 $795K 0.46% -1K -14.9% $96.15 -8.7%
50 WMT WALMART INC Consumer Defensive 6,188.0 $769K 0.45% -213.0 -3.3% $124.28 -4.7%
51 JPM JPMORGAN CHASE & CO Financial Services 2,577.0 $758K 0.44% $294.19 +4.0%
52 SOUN SOUNDHOUND AI INC Technology 110,039.0 $756K 0.44% +14K +15.1% $6.87 +18.9%
53 AEP AMERICAN ELEC PWR CO INC Utilities 5,644.0 $740K 0.43% +819.0 +17.0% $131.08 -0.1%
54 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,081.0 $703K 0.41% $650.59 +15.4%
55 BKR BAKER HUGHES COMPANY Energy 11,379.0 $695K 0.41% $61.05 +9.9%
56 C CITIGROUP INC Financial Services 6,020.0 $683K 0.40% +50.0 +0.8% $113.40 +11.3%
57 SHOP SHOPIFY INC Technology 5,749.0 $682K 0.40% -367.0 -6.0% $118.62 -12.1%
58 ABT ABBOTT LABORATORIES Healthcare 6,391.0 $656K 0.38% -546.0 -7.9% $102.68 -15.6%
59 HON HONEYWELL INTL INC Industrials 2,864.0 $647K 0.38% $226.02 +2.5%
60 CI THE CIGNA GROUP Healthcare 2,401.0 $640K 0.37% +521.0 +27.7% $266.71 +5.6%
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 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%