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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,710.0 $367K 0.19% +50.0 +1.9% $135.39 +3.7%
42 KR KROGER CO Consumer Defensive 6,154.0 $342K 0.18% +482.0 +8.5% $55.53 +3.6%
43 LOW LOWES COS INC Consumer Cyclical 1,550.0 $342K 0.18% +21.0 +1.4% $220.43 -7.1%
44 DIS DISNEY WALT CO Communication Services 3,330.0 $321K 0.17% +65.0 +2.0% $96.26 +11.7%
45 DFCA DIMENSIONAL ETF TRUST 5,559.0 $279K 0.14% +1K +36.8% $50.18 -1.8%
46 WM WASTE MGMT INC DEL Industrials 1,069.0 $238K 0.12% +26.0 +2.5% $222.96 -1.8%
47 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,805.0 $219K 0.11% +72.0 +1.9% $57.62 +15.9%
Page 3 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%