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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 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 571,005.0 $33.7M 15.81% -15K -2.6% $58.98 -1.8%
2 IGIB ISHARES TR 481,354.0 $25.6M 12.01% +15K +3.2% $53.17 -2.6%
3 VEA VANGUARD TAX-MANAGED FDS 190,147.0 $13.5M 6.36% -6K -3.1% $71.25 +1.6%
4 IEMG ISHARES INC 129,406.0 $10.7M 5.03% -8K -5.5% $82.84 -1.4%
5 VOO VANGUARD INDEX FDS 12,297.0 $8.4M 3.96% +588.0 +5.0% $686.82 +2.1%
6 IJH ISHARES TR 107,844.0 $8.3M 3.90% -3K -3.0% $77.11 -3.0%
7 IJR ISHARES TR 51,969.0 $7.7M 3.62% -1K -2.5% $148.31 -3.2%
8 TLT ISHARES TR 86,826.0 $7.5M 3.52% +3K +3.7% $86.42 -5.1%
9 USMV ISHARES TR 70,524.0 $6.8M 3.19% -2K -2.5% $96.46 +4.7%
10 SCHM SCHWAB STRATEGIC TR 145,601.0 $5.4M 2.52% -11K -6.7% $36.87 -4.2%
11 EFIV SPDR SERIES TRUST 47,396.0 $3.5M 1.62% -575.0 -1.2% $72.93 +2.1%
12 AAPL APPLE INC Technology 11,567.0 $3.3M 1.57% -2K -11.5% $289.36 +12.4%
13 GOOGL ALPHABET INC Communication Services 9,200.0 $3.3M 1.54% -1K -12.8% $357.35 -6.4%
14 AMZN AMAZON COM INC Consumer Cyclical 13,729.0 $3.3M 1.54% -566.0 -4.0% $238.34 +6.7%
15 SCHG SCHWAB STRATEGIC TR 94,049.0 $3.2M 1.49% +2K +2.2% $33.84 +4.2%
16 MSFT MICROSOFT CORP Technology 7,876.0 $2.9M 1.38% +769.0 +10.8% $373.00 +33.2%
17 JPM JPMORGAN CHASE & CO Financial Services 8,157.0 $2.7M 1.25% -693.0 -7.8% $327.33 +9.0%
18 IDXX IDEXX LABS INC Healthcare 4,477.0 $2.4M 1.11% -37.0 -0.8% $526.44 +4.8%
19 VGSH VANGUARD SCOTTSDALE FDS 37,968.0 $2.2M 1.04% +675.0 +1.8% $58.20 -0.6%
20 NVDA NVIDIA CORPORATION Technology 10,601.0 $2.1M 1.00% -422.0 -3.8% $200.08 +9.8%
Page 1 of 16  ·  305 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%