Portfolio (Quarterly)
Guide ↗
BIRCH FINANCIAL GROUP, LLC
· CIK 0002083592| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 2,864 | $647K | 0.38% | SOLD |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 917 | $529K | 0.31% | SOLD |
| 3 | SAP | SAP SE | Technology | 2,593 | $444K | 0.26% | SOLD |
| 4 | RTX | RTX CORPORATION | Industrials | 1,725 | $333K | 0.19% | SOLD |
| 5 | WDAY | WORKDAY INC | Technology | 2,465 | $320K | 0.19% | SOLD |
| 6 | ZTS | ZOETIS INC | Healthcare | 2,506 | $296K | 0.17% | SOLD |
| 7 | NVO | NOVO-NORDISK A S | Healthcare | 7,471 | $275K | 0.16% | SOLD |
| 8 | COP | CONOCOPHILLIPS | Energy | 1,992 | $263K | 0.15% | SOLD |
| 9 | CRM | SALESFORCE INC | Technology | 1,339 | $250K | 0.15% | SOLD |
| 10 | — | ASCENDIS PHARMA A/S | — | 1,059 | $242K | 0.14% | SOLD |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,572 | $237K | 0.14% | SOLD |
| 12 | NOW | SERVICENOW INC | Technology | 2,265 | $237K | 0.14% | SOLD |
| 13 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,394 | $223K | 0.13% | SOLD |
| 14 | ABNB | AIRBNB INC | Consumer Cyclical | 1,728 | $218K | 0.13% | SOLD |
| 15 | ACN | ACCENTURE PLC IRELAND | Technology | 1,094 | $217K | 0.13% | SOLD |
| 16 | URNM | SPROTT FDS TR | — | 3,389 | $214K | 0.12% | SOLD |
| 17 | SN | SHARKNINJA INC | Consumer Cyclical | 1,955 | $207K | 0.12% | SOLD |
| 18 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 707 | $205K | 0.12% | SOLD |
| 19 | APG | API GROUP CORP | Industrials | 4,960 | $201K | 0.12% | SOLD |
| 20 | CLVT | CLARIVATE PLC | Technology | 18,635 | $47K | 0.03% | SOLD |
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%