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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 10 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LNT ALLIANT ENERGY CORP Utilities 230.0 $18K 0.01% $76.29 -10.8%
182 SPYV SPDR SERIES TRUST 269.0 $16K 0.01% $60.79 +4.3%
183 GPIX GOLDMAN SACHS ETF TR 290.0 $16K 0.01% NEW $55.57 +0.2%
184 BP BP PLC Energy 428.0 $16K 0.01% $36.95 +19.0%
185 JBND J P MORGAN EXCHANGE TRADED F 295.0 $16K 0.01% NEW $53.50 -2.3%
186 AMP AMERIPRISE FINL INC Financial Services 34.0 $16K 0.01% $458.76 +20.9%
187 OTIS OTIS WORLDWIDE CORP Industrials 212.0 $15K 0.01% $71.60 -1.1%
188 PULS PGIM ETF TR 302.0 $15K 0.01% NEW $49.55 -0.0%
189 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 150.0 $14K 0.01% $92.09 -5.9%
190 SOLV SOLVENTUM CORP Healthcare 179.0 $14K 0.01% $77.15 +19.7%
191 WELL WELLTOWER INC Real Estate 60.0 $14K 0.01% +1.0 +1.7% $225.15 +6.2%
192 PAVE GLOBAL X FDS 215.0 $13K 0.01% NEW $58.92 -7.9%
193 OXY OCCIDENTAL PETE CORP Energy 258.0 $13K 0.01% $48.57 +24.9%
194 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 340.0 $12K 0.01% $36.49 +1.0%
195 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 710.0 $12K 0.01% -200.0 -22.0% $17.35 -11.0%
196 OMFS INVESCO EXCH TRD SLF IDX FD 228.0 $12K 0.01% NEW $53.34 -1.9%
197 KEY KEYCORP Financial Services 507.0 $12K 0.01% $23.05 -5.5%
198 NNN NNN REIT INC Real Estate 243.0 $11K 0.01% +3.0 +1.2% $46.59 -3.1%
199 VTRS VIATRIS INC Healthcare 711.0 $11K 0.01% +5.0 +0.7% $15.89 +6.8%
200 BN BROOKFIELD CORP Financial Services 250.0 $11K 0.01% $44.85 -11.2%
Page 10 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%