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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,873.0 $231K 0.13% NEW $80.29 -0.5%
122 WM WASTE MGMT INC DEL Industrials 1,044.0 $229K 0.13% NEW $219.72 -2.0%
123 ASCENDIS PHARMA A/S 1,050.0 $224K 0.13% NEW $213.23
124 TXN TEXAS INSTRS INC Technology 1,286.0 $223K 0.13% NEW $173.48 +82.4%
125 MELI MERCADOLIBRE INC Consumer Cyclical 110.0 $221K 0.13% NEW $2007.54 -15.7%
126 TJX TJX COS INC NEW Consumer Cyclical 1,434.0 $220K 0.13% NEW $153.56 +2.3%
127 FDX FEDEX CORP Industrials 755.0 $218K 0.12% NEW $288.73 +42.3%
128 EPD ENTERPRISE PRODS PARTNERS L Energy 6,780.0 $217K 0.12% NEW $32.06 +18.6%
129 KLAC KLA CORP Technology 176.0 $214K 0.12% NEW $1213.22 +62.4%
130 QQQM INVESCO EXCH TRADED FD TR II 834.0 $211K 0.12% NEW $252.97 +18.7%
131 WELL WELLTOWER INC Real Estate 1,113.0 $207K 0.12% NEW $185.56 +16.4%
132 DFCA DIMENSIONAL ETF TRUST 4,065.0 $204K 0.12% NEW $50.08 -0.3%
133 AXSM AXSOME THERAPEUTICS INC Healthcare 1,097.0 $200K 0.11% NEW $182.58 +29.1%
134 AES AES CORP Utilities 12,823.0 $184K 0.10% NEW $14.34 +2.3%
135 CLVT CLARIVATE PLC Technology 18,635.0 $62K 0.04% NEW $3.34 -22.9%
136 BMEA BIOMEA FUSION INC Healthcare 14,000.0 $17K 0.01% NEW $1.24 +11.7%
Page 7 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%