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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $195M AUM 135 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 47 Added 47 Reduced 20 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MBB ISHARES TR 10,945.0 $1.0M 0.53% +961.0 +9.6% $94.52 -1.5%
22 META META PLATFORMS INC Communication Services 1,801.0 $1.0M 0.52% +101.0 +5.9% $563.29 +1.6%
23 ABBV ABBVIE INC Healthcare 3,945.0 $993K 0.51% +106.0 +2.8% $251.61 +1.9%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 22,675.0 $960K 0.49% +246.0 +1.1% $42.34 +18.1%
25 PGR PROGRESSIVE CORP Financial Services 4,194.0 $916K 0.47% +71.0 +1.7% $218.43 -0.2%
26 JPM JPMORGAN CHASE & CO Financial Services 2,664.0 $872K 0.45% +87.0 +3.4% $327.38 +8.7%
27 C CITIGROUP INC Financial Services 6,221.0 $871K 0.45% +201.0 +3.3% $139.97 -6.0%
28 KO COCA COLA CO Consumer Defensive 8,114.0 $659K 0.34% +93.0 +1.2% $81.27 +9.1%
29 NFLX NETFLIX INC. Communication Services 8,465.0 $604K 0.31% +196.0 +2.4% $71.40 +13.5%
30 AIG AMERICAN INTL GROUP INC Financial Services 7,914.0 $590K 0.30% +101.0 +1.3% $74.53 +2.5%
31 PG PROCTER & GAMBLE CO Consumer Defensive 3,749.0 $550K 0.28% +251.0 +7.2% $146.66 -1.0%
32 KLAC KLA CORP Technology 1,650.0 $498K 0.26% +1K +853.8% $301.76 -41.9%
33 CINF CINCINNATI FINL CORP Financial Services 2,638.0 $488K 0.25% +80.0 +3.1% $185.10 -8.2%
34 VTEB VANGUARD MUN BD FDS 9,485.0 $480K 0.25% +1K +16.1% $50.58 -2.4%
35 CME CME GROUP INC Financial Services 2,163.0 $478K 0.25% +250.0 +13.1% $220.88 +29.3%
36 MRK MERCK & CO INC Healthcare 3,394.0 $436K 0.22% +237.0 +7.5% $128.50 +15.0%
37 MCD MCDONALDS CORP Consumer Cyclical 1,604.0 $433K 0.22% +85.0 +5.6% $270.25 -2.5%
38 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,206.0 $422K 0.22% +202.0 +6.7% $131.58 +5.1%
39 DUK DUKE ENERGY CORP NEW Utilities 3,260.0 $413K 0.21% +68.0 +2.1% $126.58 -5.3%
40 EXC EXELON CORP Utilities 8,555.0 $399K 0.20% +243.0 +2.9% $46.62 -6.2%
Page 2 of 3  ·  47 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
Financial Services 36.7%
Technology 20.9%
Consumer Cyclical 8.2%
Healthcare 7.0%
Industrials 6.2%
Energy 5.7%
Consumer Defensive 5.1%
Utilities 5.0%
Communication Services 4.6%
Real Estate 0.6%