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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 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRWD CROWDSTRIKE HLDGS INC Technology 1,821.0 $1.4M 0.65% NEW $190.78 +12.7%
2 HOOD ROBINHOOD MKTS INC Financial Services 11,677.0 $1.2M 0.55% NEW $100.28 +3.2%
3 NOW SERVICENOW INC Technology 6,927.0 $688K 0.32% NEW $99.28 +43.9%
4 HONEYWELL AEROSPACE INC 2,137.0 $472K 0.22% NEW $221.08
5 FEDEX FGHT HLDG CO INC 835.0 $126K 0.06% NEW $151.00
6 RDVY FIRST TR EXCHANGE TRADED FD 300.0 $24K 0.01% NEW $81.06 -0.6%
7 GPIX GOLDMAN SACHS ETF TR 290.0 $16K 0.01% NEW $55.57 -0.3%
8 JBND J P MORGAN EXCHANGE TRADED F 295.0 $16K 0.01% NEW $53.50 -2.3%
9 PULS PGIM ETF TR 302.0 $15K 0.01% NEW $49.55 -0.0%
10 PAVE GLOBAL X FDS 215.0 $13K 0.01% NEW $58.92 -8.5%
11 OMFS INVESCO EXCH TRD SLF IDX FD 228.0 $12K 0.01% NEW $53.34 -2.9%
12 VV VANGUARD INDEX FDS 32.0 $11K 0.01% NEW $343.94 +2.0%
13 SPSM SPDR SERIES TRUST 99.0 $6K 0.00% NEW $57.68 -3.7%
14 BLOCK INC 75.0 $6K 0.00% NEW $76.00
15 VGK VANGUARD INTL EQUITY INDEX F 61.0 $5K 0.00% NEW $88.54 +2.5%
16 XOVR ENTREPRENEURSHARES SERIES TR 250.0 $5K 0.00% NEW $21.05 -2.6%
17 AMCOR PLC 104.0 $5K 0.00% NEW $43.36
18 PYPL PAYPAL HLDGS INC Financial Services 100.0 $4K 0.00% NEW $43.33 +20.9%
19 FTEC FIDELITY COVINGTON TRUST 14.0 $4K 0.00% NEW $285.64 -0.7%
20 RWR SPDR SERIES TRUST 34.0 $4K 0.00% NEW $112.97 -0.8%
Page 1 of 2  ·  36 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%