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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 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 GROUP Utilities 2,894.0 $234K 0.14% +21.0 +0.7% $80.96 -1.1%
122 UPS UNITED PARCEL SVCS INC Industrials 2,308.0 $227K 0.13% -103.0 -4.3% $98.36 +3.7%
123 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,733.0 $226K 0.13% NEW $60.65 -4.3%
124 AMG AFFILIATED MANAGERS GROUP Financial Services 817.0 $226K 0.13% -168.0 -17.1% $276.58 +11.6%
125 TJX TJX COS INC NEW Consumer Cyclical 1,394.0 $223K 0.13% -40.0 -2.8% $159.71 -0.5%
126 ABNB AIRBNB INC Consumer Cyclical 1,728.0 $218K 0.13% -515.0 -23.0% $126.26 +5.1%
127 ACN ACCENTURE PLC IRELAND Technology 1,094.0 $217K 0.13% -35.0 -3.1% $198.21 -10.7%
128 URNM SPROTT FDS TR 3,389.0 $214K 0.12% NEW $63.15 -3.6%
129 WELL WELLTOWER INC Real Estate 1,060.0 $210K 0.12% -53.0 -4.8% $197.67 +9.4%
130 SN SHARKNINJA INC Consumer Cyclical 1,955.0 $207K 0.12% NEW $105.92 +9.7%
131 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 707.0 $205K 0.12% -130.0 -15.5% $290.51 -11.4%
132 DFCA DIMENSIONAL ETF TRUST 4,065.0 $203K 0.12% $49.85 +0.1%
133 APG API GROUP CORP Industrials 4,960.0 $201K 0.12% NEW $40.52 +4.4%
134 AES AES CORP Utilities 12,823.0 $181K 0.11% $14.09 +4.1%
135 CLVT CLARIVATE PLC Technology 18,635.0 $47K 0.03% $2.53 -1.2%
136 BMEA BIOMEA FUSION INC Healthcare 14,000.0 $21K 0.01% $1.53 -7.8%
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 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%