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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 9 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BGRN ISHARES TR 527.0 $25K 0.01% +27.0 +5.4% $47.49 -1.7%
162 CANADIAN PACIFIC KANSAS CITY 288.0 $25K 0.01% $86.65
163 ROK ROCKWELL AUTOMATION INC Industrials 50.0 $25K 0.01% $495.08 -14.2%
164 RDVY FIRST TR EXCHANGE TRADED FD 300.0 $24K 0.01% NEW $81.06 +0.3%
165 SCHB SCHWAB STRATEGIC TR 809.0 $23K 0.01% -62.0 -7.1% $28.96 +1.9%
166 CRSP CRISPR THERAPEUTICS AG Healthcare 405.0 $22K 0.01% $54.54 +3.6%
167 XLG INVESCO EXCHANGE TRADED FD T 353.0 $22K 0.01% +203.0 +135.3% $61.23 +2.3%
168 SPYG SPDR SERIES TRUST 177.0 $21K 0.01% $119.02 +1.2%
169 ABT ABBOTT LABORATORIES Healthcare 231.0 $21K 0.01% -1K -85.8% $90.74 +23.3%
170 AEE AMEREN CORP Utilities 179.0 $20K 0.01% $113.04 -6.1%
171 ALL ALLSTATE CORP Financial Services 85.0 $20K 0.01% +1.0 +1.2% $237.21 +9.9%
172 ESGV VANGUARD WORLD FD 152.0 $20K 0.01% $132.53 +2.4%
173 MS MORGAN STANLEY Financial Services 96.0 $20K 0.01% $209.60 +1.3%
174 SNA SNAP ON INC Industrials 50.0 $20K 0.01% $402.40 -5.2%
175 RJF RAYMOND JAMES FINL INC Financial Services 131.0 $20K 0.01% $152.03 +15.9%
176 SHOP SHOPIFY INC Technology 172.0 $20K 0.01% +10.0 +6.2% $114.18 +22.5%
177 F FORD MTR CO Consumer Cyclical 1,357.0 $19K 0.01% $13.90 -0.7%
178 SLB SLB LIMITED Energy 400.0 $19K 0.01% $46.49 +24.5%
179 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 294.0 $18K 0.01% $61.78 -7.3%
180 SCHD SCHWAB STRATEGIC TR 569.0 $18K 0.01% +318.0 +126.7% $31.74 +10.4%
Page 9 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%