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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVS CVS HEALTH CORP Healthcare 4,265.0 $441K 0.21% -1K -22.8% $103.44 -5.6%
42 CVX CHEVRON CORPORATION Energy 2,160.0 $358K 0.17% -899.0 -29.4% $165.73 +27.3%
43 MRK MERCK & CO INC Healthcare 2,450.0 $315K 0.15% -130.0 -5.0% $128.50 +16.7%
44 SUSA ISHARES TR 1,991.0 $307K 0.14% -289.0 -12.7% $154.30 +1.6%
45 MCD MCDONALDS CORP Consumer Cyclical 1,050.0 $284K 0.13% -41.0 -3.8% $270.31 -3.4%
46 HD HOME DEPOT INC Consumer Cyclical 650.0 $229K 0.11% -10.0 -1.5% $352.68 -9.3%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 775.0 $174K 0.08% -88.0 -10.2% $223.95 +26.6%
48 ABBV ABBVIE INC Healthcare 577.0 $145K 0.07% -1K -70.8% $251.70 +3.3%
49 VOE VANGUARD INDEX FDS 625.0 $124K 0.06% -47.0 -7.0% $197.60 +4.1%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 2,648.0 $112K 0.05% -106.0 -3.9% $42.34 +18.8%
51 ED CONSOLIDATED EDISON INC Utilities 900.0 $100K 0.05% -74.0 -7.6% $110.63 -2.6%
52 SCHP SCHWAB STRATEGIC TR 3,632.0 $96K 0.04% -590.0 -14.0% $26.50 -2.6%
53 VB VANGUARD INDEX FDS 306.0 $93K 0.04% -2.0 -0.7% $303.12 -2.4%
54 RTX RTX CORPORATION Industrials 425.0 $81K 0.04% -146.0 -25.6% $189.73 +8.1%
55 SDG ISHARES TR 819.0 $73K 0.03% -32.0 -3.8% $89.43 +3.1%
56 BMY BRISTOL-MYERS SQUIBB CO Healthcare 885.0 $51K 0.02% -15K -94.5% $57.63 +16.1%
57 USXF ISHARES TR 729.0 $51K 0.02% -85.0 -10.4% $69.45 -3.5%
58 LOW LOWES COS INC Consumer Cyclical 200.0 $44K 0.02% -12.0 -5.7% $220.49 -9.3%
59 IVV ISHARES TR 34.0 $25K 0.01% -4.0 -10.5% $748.91 +2.2%
60 ESML ISHARES TR 450.0 $25K 0.01% -800.0 -64.0% $55.93 -3.0%
Page 3 of 4  ·  66 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%