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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHB SCHWAB STRATEGIC TR 809.0 $23K 0.01% -62.0 -7.1% $28.96 +1.8%
62 ABT ABBOTT LABORATORIES Healthcare 231.0 $21K 0.01% -1K -85.8% $90.74 +22.8%
63 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 710.0 $12K 0.01% -200.0 -22.0% $17.35 -10.7%
64 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 96.0 $9K 0.00% -73.0 -43.2% $88.61 -31.7%
65 BSX BOSTON SCIENTIFIC CORP Healthcare 110.0 $5K 0.00% -100.0 -47.6% $42.68 +14.9%
66 WBD WARNER BROS DISCOVERY INC Communication Services 73.0 $2K 0.00% -142.0 -66.0% $26.67 +6.4%
Page 4 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%