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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,206.0 $422K 0.22% +202.0 +6.7% $131.58 +5.1%
82 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,530.0 $416K 0.21% NEW $271.87 -16.8%
83 DUK DUKE ENERGY CORP NEW Utilities 3,260.0 $413K 0.21% +68.0 +2.1% $126.58 -5.3%
84 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,675.0 $410K 0.21% -2K -50.1% $244.79 -18.9%
85 SPACE EXPLORATION TECHN CORP 2,379.0 $406K 0.21% NEW $170.86
86 DELL DELL TECHNOLOGIES INC Technology 935.0 $403K 0.21% NEW $431.49 +6.0%
87 UNH UNITEDHEALTH GROUP INC Healthcare 961.0 $400K 0.20% -101.0 -9.5% $415.83 -6.4%
88 EXC EXELON CORP Utilities 8,555.0 $399K 0.20% +243.0 +2.9% $46.62 -6.2%
89 TMO THERMO FISHER SCIENTIFIC INC Healthcare 785.0 $394K 0.20% -379.0 -32.6% $501.43 +23.1%
90 XEL XCEL ENERGY INC Utilities 4,727.0 $380K 0.20% $80.30 -5.7%
91 CSCO CISCO SYS INC Technology 3,231.0 $380K 0.20% -142.0 -4.2% $117.47 -5.9%
92 AGG ISHARES TR 3,833.0 $379K 0.20% -364.0 -8.7% $98.97 -1.6%
93 TQQQ PROSHARES TR 4,581.0 $371K 0.19% NEW $80.99 -11.2%
94 PEP PEPSICO INC Consumer Defensive 2,710.0 $367K 0.19% +50.0 +1.9% $135.39 +3.7%
95 TSLA TESLA INC Consumer Cyclical 871.0 $366K 0.19% -20.0 -2.2% $420.46 -12.5%
96 ABT ABBOTT LABORATORIES Healthcare 3,917.0 $355K 0.18% -2K -38.7% $90.73 +21.6%
97 SHOP SHOPIFY INC Technology 3,056.0 $349K 0.18% -3K -46.8% $114.17 +29.1%
98 TD TORONTO DOMINION BK ONT Financial Services 2,831.0 $344K 0.18% $121.42 -0.4%
99 KR KROGER CO Consumer Defensive 6,154.0 $342K 0.18% +482.0 +8.5% $55.53 +3.6%
100 LOW LOWES COS INC Consumer Cyclical 1,550.0 $342K 0.18% +21.0 +1.4% $220.43 -7.1%
Page 5 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%