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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 MSCI MSCI INC Financial Services 433.0 $242K 0.12% -458.0 -51.4% $559.49 +2.0%
42 ADBE ADOBE INC Technology 1,141.0 $234K 0.12% -788.0 -40.9% $204.97 +42.8%
43 UPS UNITED PARCEL SVCS INC Industrials 2,139.0 $230K 0.12% -169.0 -7.3% $107.48 -3.0%
44 WELL WELLTOWER INC Real Estate 1,002.0 $228K 0.12% -58.0 -5.5% $227.08 +4.1%
45 AON AON PLC Financial Services 676.0 $224K 0.12% -975.0 -59.1% $331.56 -3.0%
46 SBUX STARBUCKS CORP Consumer Cyclical 2,121.0 $217K 0.11% -1K -41.1% $102.18 +4.0%
47 EPD ENTERPRISE PRODS PARTNERS L 5,695.0 $209K 0.11% -1K -16.5% $36.76
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%