BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SAP SAP SE Technology 2,383.0 $579K 0.33% NEW $242.87 -27.9%
62 UNH UNITEDHEALTH GROUP INC Healthcare 1,712.0 $565K 0.32% NEW $330.04 +14.2%
63 HON HONEYWELL INTL INC Industrials 2,855.0 $557K 0.32% NEW $195.12 +18.8%
64 AEP AMERICAN ELEC PWR CO INC Utilities 4,825.0 $556K 0.32% NEW $115.31 +13.5%
65 BLK BLACKROCK INC Financial Services 488.0 $523K 0.30% NEW $1070.77 +0.6%
66 PAYC PAYCOM SOFTWARE INC Technology 3,277.0 $522K 0.30% NEW $159.36 -16.7%
67 QQQ INVESCO QQQ TR Financial Services 849.0 $521K 0.30% NEW $614.21 +18.9%
68 BKR BAKER HUGHES COMPANY Energy 11,379.0 $518K 0.29% NEW $45.54 +46.5%
69 CI THE CIGNA GROUP Healthcare 1,880.0 $518K 0.29% NEW $275.28 +2.0%
70 KO COCA COLA CO Consumer Defensive 7,046.0 $493K 0.28% NEW $69.91 +15.1%
71 WDAY WORKDAY INC Technology 2,235.0 $480K 0.27% NEW $214.82 -40.4%
72 PG PROCTER AND GAMBLE CO Consumer Defensive 3,339.0 $478K 0.27% NEW $143.29 -0.2%
73 LLY ELI LILLY & CO Healthcare 439.0 $472K 0.27% NEW $1074.92 -0.9%
74 AMD ADVANCED MICRO DEVICES INC Technology 2,165.0 $464K 0.26% NEW $214.14 +135.3%
75 MCD MCDONALDS CORP Consumer Cyclical 1,507.0 $460K 0.26% NEW $305.56 -8.6%
76 CME CME GROUP INC Financial Services 1,680.0 $459K 0.26% NEW $273.01 +3.5%
77 CCJ CAMECO CORP Energy 4,650.0 $425K 0.24% NEW $91.48 +18.2%
78 AGG ISHARES TR 4,243.0 $424K 0.24% NEW $99.89 -1.2%
79 NVO NOVO-NORDISK A S Healthcare 8,284.0 $421K 0.24% NEW $50.88 -13.1%
80 NSC NORFOLK SOUTHN CORP Industrials 1,426.0 $412K 0.23% NEW $288.75 +10.9%
Page 4 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%