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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 4 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 1,476.0 $443K 0.21% -37.0 -2.5% $300.45 -3.3%
62 CVS CVS HEALTH CORP Healthcare 4,265.0 $441K 0.21% -1K -22.8% $103.44 -5.6%
63 CAT CATERPILLAR INC Industrials 400.0 $426K 0.20% $1064.90 -26.8%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 450.0 $421K 0.20% $935.47 +0.5%
65 IXUS ISHARES TR 3,987.0 $381K 0.18% $95.44 +1.3%
66 SCHA SCHWAB STRATEGIC TR 10,520.0 $380K 0.18% $36.13 -6.6%
67 CVX CHEVRON CORPORATION Energy 2,160.0 $358K 0.17% -899.0 -29.4% $165.73 +27.3%
68 EFA ISHARES TR 3,309.0 $344K 0.16% $103.88 +2.5%
69 CSCO CISCO SYS INC Technology 2,911.0 $342K 0.16% $117.46 -6.6%
70 GE GE AEROSPACE Industrials 868.0 $324K 0.15% $373.73 -11.4%
71 MRK MERCK & CO INC Healthcare 2,450.0 $315K 0.15% -130.0 -5.0% $128.50 +16.7%
72 SUSA ISHARES TR 1,991.0 $307K 0.14% -289.0 -12.7% $154.30 +1.6%
73 EAGG ISHARES TR 6,044.0 $287K 0.13% +124.0 +2.1% $47.41 -2.3%
74 MCD MCDONALDS CORP Consumer Cyclical 1,050.0 $284K 0.13% -41.0 -3.8% $270.31 -3.4%
75 AMGN AMGEN INC Healthcare 750.0 $272K 0.13% $362.12 +21.0%
76 VWO VANGUARD INTL EQUITY INDEX F 4,360.0 $260K 0.12% $59.69 +1.7%
77 KO COCA COLA CO Consumer Defensive 3,127.0 $254K 0.12% $81.27 +8.3%
78 FNLC FIRST BANCORP INC ME Financial Services 7,000.0 $244K 0.11% $34.82 -2.5%
79 HD HOME DEPOT INC Consumer Cyclical 650.0 $229K 0.11% -10.0 -1.5% $352.68 -9.3%
80 VXF VANGUARD INDEX FDS 900.0 $222K 0.10% $246.21 -3.3%
Page 4 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%