Portfolio (Quarterly) Guide ↗

Birch Capital Management, LLC

· CIK 0001799859

13F Portfolio $205M AUM 79 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 17 Added 26 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PAYX	PAYCHEX INC COM	Industrials	798	$74K	0.04%	SOLD
2	NKE	NIKE INC CL B	Consumer Cyclical	1,286	$68K	0.04%	SOLD
3	MKC	MCCORMICK & CO INC COM NON VTG	Consumer Defensive	1,037	$52K	0.03%	SOLD
4	PYPL	PAYPAL HLDGS INC COM	Financial Services	990	$45K	0.02%	SOLD

Sector Allocation

Technology 35.2%

Industrials 24.7%

Healthcare 18.9%

Financial Services 14.1%

Energy 4.2%

Consumer Cyclical 1.6%

Communication Services 0.8%

Consumer Defensive 0.3%

Basic Materials 0.2%

Utilities 0.1%