Portfolio (Quarterly) Guide ↗

Birch Capital Management, LLC

· CIK 0001799859

13F Portfolio $191M AUM 78 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 20 Added 26 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LLY	ELI LILLY & CO COM	Healthcare	59	$63K	0.03%	SOLD
2	QQQM	INVESCO NASDAQ 100 ETF	—	20	$5K	0.00%	SOLD
3	KMI	KINDER MORGAN INC DEL COM	Energy	36	$990.0	—	SOLD

Sector Allocation

Technology 32.6%

Industrials 21.1%

Healthcare 17.5%

Financial Services 13.1%

Energy 7.8%

Communication Services 5.5%

Consumer Cyclical 1.7%

Consumer Defensive 0.3%

Basic Materials 0.3%

Utilities 0.2%