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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 692.0 $311K 0.18% NEW $449.43 -3.5%
102 ABNB AIRBNB INC Consumer Cyclical 2,243.0 $304K 0.17% NEW $135.71 -2.2%
103 ACN ACCENTURE PLC IRELAND Technology 1,129.0 $303K 0.17% NEW $268.21 -34.0%
104 XEL XCEL ENERGY INC Utilities 3,856.0 $285K 0.16% NEW $73.87 +9.4%
105 AMG AFFILIATED MANAGERS GROUP IN Financial Services 985.0 $284K 0.16% NEW $288.28 +7.1%
106 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 837.0 $275K 0.16% NEW $328.67 -22.0%
107 SNOW SNOWFLAKE INC Technology 1,250.0 $274K 0.16% NEW $219.32 -19.0%
108 EXACT SCIENCES CORP 2,661.0 $270K 0.15% NEW $101.55
109 TD TORONTO DOMINION BK ONT Financial Services 2,831.0 $267K 0.15% NEW $94.20 +19.5%
110 GLW CORNING INC Technology 2,992.0 $262K 0.15% NEW $87.55 +124.1%
111 KR KROGER CO Consumer Defensive 4,161.0 $260K 0.15% NEW $62.48 +3.3%
112 CSCO CISCO SYS INC Technology 3,373.0 $260K 0.15% NEW $77.02 +53.6%
113 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 707.0 $248K 0.14% NEW $350.31 +10.7%
114 USFD US FOODS HLDG CORP Consumer Defensive 3,273.0 $247K 0.14% NEW $75.32 +7.9%
115 TQQQ PROSHARES TR 4,562.0 $240K 0.14% NEW $52.72 +55.4%
116 UPS UNITED PARCEL SERVICE INC Industrials 2,411.0 $239K 0.14% NEW $99.18 +2.8%
117 SCHD SCHWAB STRATEGIC TR 8,608.0 $236K 0.14% NEW $27.43 +19.1%
118 LPLA LPL FINL HLDGS INC Financial Services 654.0 $234K 0.13% NEW $357.43 -21.0%
119 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,553.0 $233K 0.13% NEW $91.22 -1.5%
120 CNP CENTERPOINT ENERGY INC Utilities 6,062.0 $232K 0.13% NEW $38.34 +12.0%
Page 6 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%