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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $213M AUM 305 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 47 Added 66 Reduced 21 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PII POLARIS INC Consumer Cyclical 46.0 $3K 0.00% +1.0 +2.2% $67.78 -9.4%
42 SCHZ SCHWAB STRATEGIC TR 132.0 $3K 0.00% +1.0 +0.8% $23.13 -2.2%
43 ONB OLD NATL BANCORP IND Financial Services 105.0 $3K 0.00% +1.0 +1.0% $25.82 -2.5%
44 XANADU QUANTUM TECHNOLO LTD 200.0 $2K 0.00% +20.0 +11.1% $12.11
45 SMR NUSCALE PWR CORP Utilities 200.0 $2K 0.00% +140.0 +233.3% $10.03 -8.0%
46 JEPI J P MORGAN EXCHANGE TRADED F 29.0 $2K 0.00% +1.0 +3.6% $56.62 +0.7%
47 RKLB ROCKET LAB CORP Industrials 5.0 $509.0 +3.0 +150.0% $101.80 -38.6%
Page 3 of 3  ·  47 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
Technology 34.7%
Financial Services 12.4%
Communication Services 11.6%
Healthcare 10.6%
Consumer Cyclical 8.4%
Consumer Defensive 8.1%
Industrials 7.6%
Energy 5.3%
Utilities 1.0%
Basic Materials 0.4%