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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 12 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SAFT SAFETY INS GROUP INC Financial Services 95.0 $7K 0.00% $74.86 +37.9%
222 BEP BROOKFIELD RENEWABLE ENERGY Utilities 200.0 $7K 0.00% $34.73 -9.6%
223 GRAL GRAIL INC Healthcare 100.0 $7K 0.00% $68.27 +17.0%
224 LHX L3HARRIS TECHNOLOGIES INC Industrials 23.0 $7K 0.00% $295.26 -11.4%
225 SPYM SPDR SERIES TRUST 76.0 $7K 0.00% $87.88 +2.6%
226 SOXL DIREXION SHARES ETF TRUST 25.0 $7K 0.00% +7.0 +38.9% $264.12 -59.3%
227 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 91.0 $6K 0.00% $64.01 +11.8%
228 WPC WP CAREY INC Real Estate 80.0 $6K 0.00% $71.50 -1.4%
229 SPSM SPDR SERIES TRUST 99.0 $6K 0.00% NEW $57.68 -2.7%
230 BLOCK INC 75.0 $6K 0.00% NEW $76.00
231 HUBS HUBSPOT INC Technology 30.0 $5K 0.00% $182.53 +34.7%
232 VGK VANGUARD INTL EQUITY INDEX F 61.0 $5K 0.00% NEW $88.54 +2.6%
233 XOVR ENTREPRENEURSHARES SERIES TR 250.0 $5K 0.00% NEW $21.05 -2.1%
234 OKLO OKLO INC Utilities 100.0 $5K 0.00% +50.0 +100.0% $52.33 -26.2%
235 STCE SCHWAB STRATEGIC TR 71.0 $5K 0.00% $70.24 -11.0%
236 APLE APPLE HOSPITALITY REIT INC Real Estate 287.0 $5K 0.00% +5.0 +1.8% $16.80 -6.0%
237 QBTS D-WAVE QUANTUM INC Technology 200.0 $5K 0.00% +135.0 +207.7% $23.99 -31.7%
238 BSX BOSTON SCIENTIFIC CORP Healthcare 110.0 $5K 0.00% -100.0 -47.6% $42.68 +15.6%
239 IMVP INVESCO INDIA EXCHANGE-TRADE 234.0 $5K 0.00% +7.0 +3.1% $20.05 +0.6%
240 AMD ADVANCED MICRO DEVICES INC Technology 8.0 $5K 0.00% $581.00 -21.0%
Page 12 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%