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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 6,388.0 $1.1M 0.54% $165.76 +24.4%
42 MBB ISHARES TR 10,945.0 $1.0M 0.53% +961.0 +9.6% $94.52 -1.5%
43 META META PLATFORMS INC Communication Services 1,801.0 $1.0M 0.52% +101.0 +5.9% $563.29 +1.6%
44 BOXX EA SERIES TRUST 8,546.0 $1.0M 0.51% NEW $117.08 +0.8%
45 ABBV ABBVIE INC Healthcare 3,945.0 $993K 0.51% +106.0 +2.8% $251.61 +1.9%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 22,675.0 $960K 0.49% +246.0 +1.1% $42.34 +18.1%
47 PGR PROGRESSIVE CORP Financial Services 4,194.0 $916K 0.47% +71.0 +1.7% $218.43 -0.2%
48 XOM EXXON MOBIL CORP Energy 6,700.0 $916K 0.47% -1K -18.1% $136.71 +17.7%
49 JPM JPMORGAN CHASE & CO Financial Services 2,664.0 $872K 0.45% +87.0 +3.4% $327.38 +8.7%
50 C CITIGROUP INC Financial Services 6,221.0 $871K 0.45% +201.0 +3.3% $139.97 -6.0%
51 MO ALTRIA GROUP INC Consumer Defensive 11,128.0 $801K 0.41% -2K -12.1% $71.95 -4.8%
52 AEP AMERICAN ELEC PWR CO INC Utilities 5,442.0 $745K 0.38% -202.0 -3.6% $136.82 -10.5%
53 SPY STATE STR SPDR S&P 500 ETF T Financial Services 962.0 $718K 0.37% -119.0 -11.0% $746.74 +2.7%
54 WMT WALMART INC Consumer Defensive 6,018.0 $682K 0.35% -170.0 -2.8% $113.27 -7.4%
55 KO COCA COLA CO Consumer Defensive 8,114.0 $659K 0.34% +93.0 +1.2% $81.27 +9.1%
56 V VISA INC Financial Services 1,875.0 $643K 0.33% -1K -36.1% $343.03 +10.6%
57 BKR BAKER HUGHES COMPANY Energy 11,379.0 $632K 0.33% $55.50 +14.5%
58 CI THE CIGNA GROUP Healthcare 2,282.0 $629K 0.32% -119.0 -5.0% $275.64 +0.2%
59 MA MASTERCARD INCORPORATED Financial Services 1,200.0 $616K 0.32% -489.0 -28.9% $513.40 +14.8%
60 NFLX NETFLIX INC. Communication Services 8,465.0 $604K 0.31% +196.0 +2.4% $71.40 +13.5%
Page 3 of 7  ·  135 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%