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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 15 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PDBC INVESCO ACTVELY MNGD ETC FD 47.0 $747.0 NEW $15.89 +19.9%
282 FPF FIRST TR INTER DURATN PFD & Financial Services 40.0 $727.0 $18.18 -3.0%
283 GWW WW GRAINGER INC Industrials 1.0 $701.0 $701.00 +86.8%
284 VXUS VANGUARD STAR FDS 7.0 $641.0 $91.57 -5.3%
285 FDIS FIDELITY COVINGTON TRUST 6.0 $618.0 NEW $103.00 -3.1%
286 FENY FIDELITY COVINGTON TRUST 20.0 $592.0 NEW $29.60 +21.5%
287 IEX IDEX CORP Industrials 2.0 $535.0 $267.50 -16.7%
288 RKLB ROCKET LAB CORP Industrials 5.0 $509.0 +3.0 +150.0% $101.80 -38.6%
289 DASH DOORDASH INC Communication Services 2.0 $370.0 $185.00 +22.0%
290 PHIN PHINIA INC Consumer Cyclical 4.0 $355.0 $88.75 -24.7%
291 HELO J P MORGAN EXCHANGE TRADED F 5.0 $343.0 $68.60 +0.9%
292 GM GENERAL MTRS CO Consumer Cyclical 4.0 $309.0 $77.25 +10.8%
293 PTC PTC INC Technology 3.0 $307.0 $102.33 +49.3%
294 XE X-ENERGY INC Industrials 10.0 $184.0 NEW $18.40 +0.1%
295 REZI RESIDEO TECHNOLOGIES INC Industrials 5.0 $156.0 $31.20 -38.3%
296 TLRY TILRAY BRANDS INC Healthcare 34.0 $153.0 $4.50 +0.0%
297 NRG NRG ENERGY INC Utilities 1.0 $147.0 $147.00 -25.5%
298 VSNT VERSANT MEDIA GROUP INC Industrials 4.0 $145.0 $36.25 +11.2%
299 EWZ ISHARES INC 4.0 $138.0 NEW $34.50 +6.0%
300 IGF ISHARES TR 2.0 $134.0 $67.00 -3.3%
Page 15 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%