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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 14 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMCSA COMCAST CORP NEW Communication Services 104.0 $3K 0.00% $24.56 +8.7%
262 EMXF ISHARES TR 43.0 $2K 0.00% $57.95 -0.7%
263 XANADU QUANTUM TECHNOLO LTD 200.0 $2K 0.00% +20.0 +11.1% $12.11
264 FIDU FIDELITY COVINGTON TRUST 22.0 $2K 0.00% NEW $99.64 -8.5%
265 ABNB AIRBNB INC Consumer Cyclical 15.0 $2K 0.00% $143.13 +26.4%
266 ASIX ADVANSIX INC Basic Materials 105.0 $2K 0.00% $19.96 -14.8%
267 FIDELITY COVINGTON TRUST 26.0 $2K 0.00% NEW $77.27
268 SMR NUSCALE PWR CORP Utilities 200.0 $2K 0.00% +140.0 +233.3% $10.03 -6.9%
269 VPL VANGUARD INTL EQUITY INDEX F 17.0 $2K 0.00% NEW $115.71 -0.8%
270 WBD WARNER BROS DISCOVERY INC Communication Services 73.0 $2K 0.00% -142.0 -66.0% $26.67 +6.7%
271 SPACE EXPLORATION TECHN CORP 10.0 $2K 0.00% NEW $170.90
272 JEPI J P MORGAN EXCHANGE TRADED F 29.0 $2K 0.00% +1.0 +3.6% $56.62 +0.8%
273 FCOM FIDELITY COVINGTON TRUST 23.0 $2K 0.00% NEW $69.52 +1.7%
274 VMBS VANGUARD SCOTTSDALE FDS 30.0 $1K 0.00% NEW $46.83 -2.2%
275 FSTA FIDELITY COVINGTON TRUST 25.0 $1K 0.00% NEW $52.56 +1.9%
276 FNCL FIDELITY COVINGTON TRUST 16.0 $1K 0.00% NEW $76.56 +6.7%
277 ISHARES TR 22.0 $1K 0.00% NEW $50.18
278 LUV SOUTHWEST AIRLS CO Industrials 19.0 $977.0 $51.42 -25.3%
279 GLDM WORLD GOLD TR Financial Services 12.0 $954.0 NEW $79.50 +8.9%
280 ADNT ADIENT PLC Consumer Cyclical 45.0 $828.0 $18.40 +1.4%
Page 14 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%