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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIDU FIDELITY COVINGTON TRUST 22.0 $2K 0.00% NEW $99.64 -8.2%
22 FIDELITY COVINGTON TRUST 26.0 $2K 0.00% NEW $77.27
23 VPL VANGUARD INTL EQUITY INDEX F 17.0 $2K 0.00% NEW $115.71 -1.4%
24 SPACE EXPLORATION TECHN CORP 10.0 $2K 0.00% NEW $170.90
25 FCOM FIDELITY COVINGTON TRUST 23.0 $2K 0.00% NEW $69.52 +0.7%
26 VMBS VANGUARD SCOTTSDALE FDS 30.0 $1K 0.00% NEW $46.83 -2.2%
27 FSTA FIDELITY COVINGTON TRUST 25.0 $1K 0.00% NEW $52.56 +1.9%
28 FNCL FIDELITY COVINGTON TRUST 16.0 $1K 0.00% NEW $76.56 +6.1%
29 ISHARES TR 22.0 $1K 0.00% NEW $50.18
30 GLDM WORLD GOLD TR Financial Services 12.0 $954.0 NEW $79.50 +7.7%
31 PDBC INVESCO ACTVELY MNGD ETC FD 47.0 $747.0 NEW $15.89 +19.9%
32 FDIS FIDELITY COVINGTON TRUST 6.0 $618.0 NEW $103.00 -3.1%
33 FENY FIDELITY COVINGTON TRUST 20.0 $592.0 NEW $29.60 +21.5%
34 XE X-ENERGY INC Industrials 10.0 $184.0 NEW $18.40 +0.1%
35 EWZ ISHARES INC 4.0 $138.0 NEW $34.50 +6.0%
36 INTU INTUIT Technology $7.0 NEW
Page 2 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%