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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FDX FEDEX CORP Industrials 745.0 $233K 0.12% $313.22 +4.5%
122 UPS UNITED PARCEL SVCS INC Industrials 2,139.0 $230K 0.12% -169.0 -7.3% $107.48 -3.0%
123 PFE PFIZER INC Healthcare 9,529.0 $229K 0.12% NEW $24.08 +18.2%
124 DFCF DIMENSIONAL ETF TRUST 5,431.0 $229K 0.12% NEW $42.21 -1.7%
125 AFRM AFFIRM HLDGS INC Technology 2,793.0 $228K 0.12% NEW $81.54 -8.7%
126 WELL WELLTOWER INC Real Estate 1,002.0 $228K 0.12% -58.0 -5.5% $227.08 +4.0%
127 AON AON PLC Financial Services 676.0 $224K 0.12% -975.0 -59.1% $331.56 -3.0%
128 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,805.0 $219K 0.11% +72.0 +1.9% $57.62 +15.9%
129 SBUX STARBUCKS CORP Consumer Cyclical 2,121.0 $217K 0.11% -1K -41.1% $102.18 +4.0%
130 GEV GE VERNOVA INC Utilities 182.0 $213K 0.11% NEW $1172.68 -23.4%
131 APPF APPFOLIO INC Technology 1,326.0 $213K 0.11% NEW $160.35 +46.1%
132 EPD ENTERPRISE PRODS PARTNERS L 5,695.0 $209K 0.11% -1K -16.5% $36.76
133 ETN EATON CORP PLC Industrials 485.0 $207K 0.11% NEW $426.12 -5.7%
134 AES AES CORP Utilities 12,823.0 $188K 0.10% $14.66 +0.5%
135 BMEA BIOMEA FUSION INC Healthcare 14,000.0 $21K 0.01% $1.47 +14.3%
Page 7 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%