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Portfolio (Quarterly) Guide ↗

Birchwood Financial Partners, Inc.

· CIK 0002110062
13F Portfolio $122M AUM 352 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 352 New
Page 12 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 T AT&T INC COM Communication Services 1,306.0 $27K 0.02% NEW $20.71 +22.9%
222 REGN REGENERON PHARMACEUTICALS COM Healthcare 41.0 $26K 0.02% NEW $626.00 +29.0%
223 IWN ISHARES RUSSELL 2000 VALUE ETF 116.0 $26K 0.02% NEW $220.82 +1.8%
224 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 50.0 $25K 0.02% NEW $501.36 +25.8%
225 IVE ISHARES S&P 500 VALUE ETF 110.0 $25K 0.02% NEW $226.57 +4.6%
226 VALE VALE S A SPONSORED ADS Basic Materials 1,620.0 $24K 0.02% NEW $15.04 +1.8%
227 OGE OGE ENERGY CORP COM Utilities 500.0 $24K 0.02% NEW $48.66 -5.4%
228 EBAY EBAY INC. COM Consumer Cyclical 211.0 $24K 0.02% NEW $111.75 -8.5%
229 JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF 530.0 $24K 0.02% NEW $44.41 +4.3%
230 VGT VANGUARD INFORMATION TECHNOLOGY ETF 195.0 $23K 0.02% NEW $119.23 +2.2%
231 OEF ISHARES S&P 100 ETF 63.0 $23K 0.02% NEW $366.60 +3.9%
232 MCO MOODYS CORP COM Financial Services 50.0 $23K 0.02% NEW $452.92 +12.4%
233 IBIT ISHARES BITCOIN TRUST ETF Financial Services 666.0 $22K 0.02% NEW $33.29 +36.0%
234 JCI JOHNSON CTLS INC Industrials 151.0 $22K 0.02% NEW $146.11 -2.7%
235 HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 470.0 $22K 0.02% NEW $46.71 -0.2%
236 VT VANGUARD TOTAL WORLD STOCK ETF 139.0 $22K 0.02% NEW $156.39 +3.3%
237 HONEYWELL INTL INC 95.0 $21K 0.02% NEW $223.91
238 EFG ISHARES MSCI EAFE GROWTH ETF 170.0 $21K 0.02% NEW $124.77 +0.7%
239 HONEYWELL AEROSPACE INC COM 95.0 $21K 0.02% NEW $221.08
240 VGSH VANGUARD SHORT-TERM TREASURY ETF 350.0 $20K 0.02% NEW $58.20 -0.1%
Page 12 of 18  ·  352 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
Technology 32.9%
Industrials 25.6%
Healthcare 12.7%
Financial Services 12.5%
Consumer Cyclical 4.1%
Consumer Defensive 3.7%
Utilities 3.6%
Communication Services 3.5%
Basic Materials 1.1%
Energy 0.3%