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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 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTEB VANGUARD MUN BD FDS 8,161.0 $410K 0.23% NEW $50.29 -0.4%
82 CSGP COSTAR GROUP INC Real Estate 5,988.0 $403K 0.23% NEW $67.24 -51.6%
83 PEP PEPSICO INC Consumer Defensive 2,673.0 $384K 0.22% NEW $143.50 +1.5%
84 UNP UNION PAC CORP Industrials 1,654.0 $383K 0.22% NEW $231.28 +17.2%
85 SBUX STARBUCKS CORP Consumer Cyclical 4,537.0 $382K 0.22% NEW $84.21 +20.4%
86 SPG SIMON PPTY GROUP INC NEW Real Estate 2,042.0 $378K 0.21% NEW $185.08 +11.8%
87 ZTS ZOETIS INC Healthcare 2,999.0 $377K 0.21% NEW $125.81 -35.4%
88 DUK DUKE ENERGY CORP NEW Utilities 3,210.0 $376K 0.21% NEW $117.21 +6.6%
89 LOW LOWES COS INC Consumer Cyclical 1,537.0 $371K 0.21% NEW $241.21 -12.1%
90 DIS DISNEY WALT CO Communication Services 3,201.0 $364K 0.21% NEW $113.76 -9.2%
91 CINF CINCINNATI FINL CORP Financial Services 2,128.0 $348K 0.20% NEW $163.33 +2.3%
92 GOLY STRATEGY SHS 9,814.0 $343K 0.20% NEW $34.95 -19.8%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,330.0 $342K 0.20% NEW $257.32 -15.1%
94 DY DYCOM INDS INC Industrials 1,000.0 $338K 0.19% NEW $337.90 +24.4%
95 ALL ALLSTATE CORP Financial Services 1,604.0 $334K 0.19% NEW $208.13 +2.3%
96 MRK MERCK & CO INC Healthcare 3,043.0 $320K 0.18% NEW $105.27 +13.8%
97 AVGO BROADCOM INC Technology 919.0 $318K 0.18% NEW $346.22 +21.9%
98 RTX RTX CORPORATION Industrials 1,727.0 $317K 0.18% NEW $183.38 -2.4%
99 NOW SERVICENOW INC Technology 2,063.0 $316K 0.18% NEW $153.20 -34.8%
100 EXC EXELON CORP Utilities 7,143.0 $311K 0.18% NEW $43.59 +5.6%
Page 5 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%