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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 13 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AMCOR PLC 104.0 $5K 0.00% NEW $43.36
242 CMS CMS ENERGY CORP Utilities 58.0 $4K 0.00% $76.50 -11.1%
243 PYPL PAYPAL HLDGS INC Financial Services 100.0 $4K 0.00% NEW $43.33 +25.2%
244 IGRO ISHARES TR 49.0 $4K 0.00% +1.0 +2.1% $87.63 +5.3%
245 NUE NUCOR CORP Basic Materials 19.0 $4K 0.00% $222.79 +17.1%
246 HYPR HYPERFINE INC Healthcare 3,000.0 $4K 0.00% $1.35 -40.0%
247 RGA REINSURANCE GROUP AMER INC Financial Services 19.0 $4K 0.00% $212.68 +18.5%
248 FTEC FIDELITY COVINGTON TRUST 14.0 $4K 0.00% NEW $285.64 -0.5%
249 IEF ISHARES TR 42.0 $4K 0.00% +5.0 +13.5% $94.57 -2.6%
250 RWR SPDR SERIES TRUST 34.0 $4K 0.00% NEW $112.97 -1.2%
251 OFRM ONCE UPON A FARM PBC Consumer Defensive 166.0 $3K 0.00% $20.48 -12.5%
252 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 27.0 $3K 0.00% $122.81 +29.0%
253 IONQ IONQ INC Technology 60.0 $3K 0.00% +20.0 +50.0% $53.27 -29.8%
254 FLR FLUOR CORP Industrials 60.0 $3K 0.00% $52.40 +7.1%
255 PII POLARIS INC Consumer Cyclical 46.0 $3K 0.00% +1.0 +2.2% $67.78 -8.8%
256 SCHZ SCHWAB STRATEGIC TR 132.0 $3K 0.00% +1.0 +0.8% $23.13 -2.3%
257 DVN DEVON ENERGY CORP NEW Energy 68.0 $3K 0.00% $41.32 +18.5%
258 BL BLACKLINE INC Technology 100.0 $3K 0.00% $28.07 +13.9%
259 WY WEYERHAEUSER CO Real Estate 117.0 $3K 0.00% $23.94 -2.2%
260 ONB OLD NATL BANCORP IND Financial Services 105.0 $3K 0.00% +1.0 +1.0% $25.82 -0.5%
Page 13 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%