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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 8 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TSLA TESLA INC Consumer Cyclical 100.0 $42K 0.02% $420.60 -16.6%
142 XLC SELECT SECTOR SPDR TR 378.0 $40K 0.02% $107.13 +4.5%
143 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 466.0 $38K 0.02% $81.16 -9.9%
144 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 211.0 $38K 0.02% $178.98 +21.5%
145 IWN ISHARES TR 170.0 $38K 0.02% $221.20 +0.1%
146 DMXF ISHARES TR 416.0 $35K 0.02% +5.0 +1.2% $84.60 +1.9%
147 BIV VANGUARD BD INDEX FDS 441.0 $34K 0.02% $76.66 -2.3%
148 WPM WHEATON PRECIOUS METALS CORP Basic Materials 300.0 $34K 0.02% $112.32 +34.6%
149 TRV TRAVELERS COMPANIES INC Financial Services 100.0 $33K 0.01% $330.12 +11.0%
150 BHB BAR HBR BANKSHARES Financial Services 826.0 $31K 0.01% $37.76 +2.2%
151 AMERICA MOVIL SAB DE CV 1,200.0 $31K 0.01% $25.99
152 WMB WILLIAMS COS INC Energy 400.0 $30K 0.01% $74.34 -0.1%
153 RSP INVESCO EXCHANGE TRADED FD T 139.0 $30K 0.01% $212.78 +2.5%
154 SYY SYSCO CORP Consumer Defensive 350.0 $29K 0.01% $83.58 -1.4%
155 MRNA MODERNA INC Healthcare 400.0 $28K 0.01% $70.03 +115.3%
156 HAL HALLIBURTON CO Energy 800.0 $27K 0.01% $33.95 +7.7%
157 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 505.0 $26K 0.01% +260.0 +106.1% $51.05 +31.8%
158 IVV ISHARES TR 34.0 $25K 0.01% -4.0 -10.5% $748.91 +2.4%
159 GS GOLDMAN SACHS GROUP INC Financial Services 25.0 $25K 0.01% $1011.40 -0.4%
160 ESML ISHARES TR 450.0 $25K 0.01% -800.0 -64.0% $55.93 -2.6%
Page 8 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%