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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 4,085.0 $599K 0.31% -2K -28.9% $146.55 +1.8%
62 AIG AMERICAN INTL GROUP INC Financial Services 7,914.0 $590K 0.30% +101.0 +1.3% $74.53 +2.5%
63 PG PROCTER & GAMBLE CO Consumer Defensive 3,749.0 $550K 0.28% +251.0 +7.2% $146.66 -1.0%
64 SOUN SOUNDHOUND AI INC Technology 84,097.0 $544K 0.28% -26K -23.6% $6.47 +10.7%
65 GLW CORNING INC Technology 2,064.0 $527K 0.27% $255.44 -41.8%
66 ALL ALLSTATE CORP Financial Services 2,200.0 $523K 0.27% -52.0 -2.3% $237.92 +8.4%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 1,829.0 $514K 0.26% -79.0 -4.1% $281.24 -16.8%
68 DY DYCOM INDS INC Industrials 1,000.0 $506K 0.26% $505.59 -42.4%
69 KLAC KLA CORP Technology 1,650.0 $498K 0.26% +1K +853.8% $301.76 -41.9%
70 CINF CINCINNATI FINL CORP Financial Services 2,638.0 $488K 0.25% +80.0 +3.1% $185.10 -8.2%
71 VTEB VANGUARD MUN BD FDS 9,485.0 $480K 0.25% +1K +16.1% $50.58 -2.4%
72 CME CME GROUP INC Financial Services 2,163.0 $478K 0.25% +250.0 +13.1% $220.88 +29.3%
73 BLK BLACKROCK INC Financial Services 489.0 $470K 0.24% $962.15 +20.1%
74 DDOG DATADOG INC Technology 1,791.0 $466K 0.24% -504.0 -22.0% $260.34 -8.9%
75 SPG SIMON PPTY GROUP INC NEW Real Estate 2,047.0 $458K 0.23% $223.65 -5.1%
76 UNP UNION PAC CORP Industrials 1,674.0 $455K 0.23% $272.06 +10.5%
77 SNOW SNOWFLAKE INC Technology 1,735.0 $442K 0.23% -222.0 -11.3% $254.55 +30.2%
78 NSC NORFOLK SOUTHN CORP Industrials 1,404.0 $442K 0.23% -8.0 -0.6% $314.48 +9.0%
79 MRK MERCK & CO INC Healthcare 3,394.0 $436K 0.22% +237.0 +7.5% $128.50 +15.0%
80 MCD MCDONALDS CORP Consumer Cyclical 1,604.0 $433K 0.22% +85.0 +5.6% $270.25 -2.5%
Page 4 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%