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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 6 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOE VANGUARD INDEX FDS 625.0 $124K 0.06% -47.0 -7.0% $197.60 +4.1%
102 MU MICRON TECHNOLOGY INC Technology 103.0 $118K 0.06% +1.0 +1.0% $1148.76 -18.7%
103 MMM 3M CO Industrials 726.0 $117K 0.06% $161.83 +5.2%
104 GLW CORNING INC Technology 453.0 $116K 0.05% $255.43 -43.0%
105 VZ VERIZON COMMUNICATIONS INC Communication Services 2,648.0 $112K 0.05% -106.0 -3.9% $42.34 +18.8%
106 SLF SUN LIFE FINANCIAL INC. Financial Services 1,295.0 $102K 0.05% $78.42 -0.5%
107 ED CONSOLIDATED EDISON INC Utilities 900.0 $100K 0.05% -74.0 -7.6% $110.63 -2.6%
108 SCHP SCHWAB STRATEGIC TR 3,632.0 $96K 0.04% -590.0 -14.0% $26.50 -2.6%
109 BAC BANK OF AMER CORP Financial Services 1,671.0 $95K 0.04% $56.98 +8.8%
110 CAC CAMDEN NATL CORP Financial Services 1,750.0 $95K 0.04% $54.22 +3.6%
111 VB VANGUARD INDEX FDS 306.0 $93K 0.04% -2.0 -0.7% $303.12 -2.4%
112 LRCX LAM RESEARCH CORP Technology 212.0 $92K 0.04% $432.87 -33.0%
113 MO ALTRIA GROUP INC Consumer Defensive 1,250.0 $90K 0.04% $71.95 -3.3%
114 VGT VANGUARD WORLD FD 698.0 $83K 0.04% +614.0 +731.0% $119.54 -0.6%
115 T AT&T INC Communication Services 3,943.0 $82K 0.04% $20.70 +25.7%
116 RTX RTX CORPORATION Industrials 425.0 $81K 0.04% -146.0 -25.6% $189.73 +8.1%
117 MCK MCKESSON CORP Healthcare 100.0 $76K 0.04% $755.60 +20.0%
118 TXN TEXAS INSTRS INC Technology 250.0 $75K 0.04% $298.07 -15.0%
119 SDG ISHARES TR 819.0 $73K 0.03% -32.0 -3.8% $89.43 +3.1%
120 MLM MARTIN MARIETTA MATLS INC Basic Materials 126.0 $73K 0.03% $576.58 -12.4%
Page 6 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%