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Portfolio (Quarterly) Guide ↗

BIRCHBROOK, INC.

· CIK 0002071468
13F Portfolio $201M AUM 298 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 298 New
Page 1 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 601,274.0 $36.0M 17.97% NEW $59.93 -1.6%
2 IGIB ISHARES TR 430,648.0 $23.2M 11.57% NEW $53.88 -1.4%
3 VEA VANGUARD TAX-MANAGED FDS 198,851.0 $12.4M 6.19% NEW $62.47 +14.3%
4 IEMG ISHARES INC 139,902.0 $9.4M 4.69% NEW $67.22 +24.2%
5 IJH ISHARES TR 109,388.0 $7.2M 3.60% NEW $66.00 +12.7%
6 TLT ISHARES TR 80,282.0 $7.0M 3.49% NEW $87.16 -2.1%
7 USMV ISHARES TR 74,187.0 $7.0M 3.48% NEW $94.16 +2.0%
8 SCHX SCHWAB STRATEGIC TR 241,632.0 $6.5M 3.24% NEW $26.91 +9.7%
9 SCHM SCHWAB STRATEGIC TR 159,054.0 $4.8M 2.38% NEW $30.07 +16.9%
10 IJR ISHARES TR 35,006.0 $4.2M 2.10% NEW $120.18 +16.2%
11 GOOGL ALPHABET INC Communication Services 12,199.0 $3.8M 1.90% NEW $312.99 +24.2%
12 AAPL APPLE INC Technology 13,199.0 $3.6M 1.79% NEW $271.86 +14.3%
13 MSFT MICROSOFT CORP Technology 7,307.0 $3.5M 1.76% NEW $483.64 -14.7%
14 AMZN AMAZON COM INC Consumer Cyclical 14,619.0 $3.4M 1.68% NEW $230.82 +17.8%
15 IDXX IDEXX LABS INC Healthcare 4,629.0 $3.1M 1.56% NEW $676.53 -18.6%
16 JPM JPMORGAN CHASE & CO. Financial Services 9,165.0 $3.0M 1.47% NEW $322.23 -7.1%
17 SCHG SCHWAB STRATEGIC TR 89,639.0 $2.9M 1.46% NEW $32.62 +6.0%
18 IBM INTERNATIONAL BUSINESS MACHS Technology 7,464.0 $2.2M 1.10% NEW $296.21 -13.8%
19 META META PLATFORMS INC Communication Services 3,213.0 $2.1M 1.06% NEW $660.13 -3.8%
20 VGSH VANGUARD SCOTTSDALE FDS 35,616.0 $2.1M 1.04% NEW $58.73 -0.8%
Page 1 of 15  ·  298 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 28.1%
Healthcare 14.1%
Communication Services 13.9%
Financial Services 11.1%
Industrials 9.2%
Consumer Cyclical 8.8%
Consumer Defensive 8.6%
Energy 5.0%
Utilities 0.7%
Basic Materials 0.4%