BIRCH FINANCIAL GROUP, LLC
Filing Date
Global Rank
#5,012
/ 8,232
▲ 208
Top Industry
Credit Services
18.0%
3Y Alpha vs SPY
-12.4%
Period ended 2 months ago
Filed Apr 17, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.4%
SPY
+23.4%
Annualised alpha
-12.4%
Max drawdown
−18.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.3%
−2.5 pts
Top 5
34.5%
−3.0 pts
Top 10
49.8%
−2.8 pts
HHI
440
Diversified−85
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 37.2% | $43,286,720 |
| Technology | 16.9% | $19,721,424 |
| Consumer Cyclical | 8.5% | $9,872,868 |
| Healthcare | 7.3% | $8,529,543 |
| Energy | 6.9% | $8,027,627 |
| Industrials | 6.2% | $7,266,835 |
| Communication Services | 5.8% | $6,716,673 |
| Consumer Defensive | 4.9% | $5,748,506 |
| Utilities | 4.6% | $5,385,709 |
| Unclassified | 1.1% | $1,232,291 |
| Real Estate | 0.5% | $591,398 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOUN | Soundhound Ai, Inc. | +14,459 | 110,039 | $755,967 | |
| CCJ | Cameco Corp | +6,117 | 10,767 | $1,169,403 | |
| AXSM | Axsome Therapeutics, Inc. | +2,263 | 3,360 | $567,907 | |
| MO | Altria Group, Inc. | +1,716 | 12,664 | $835,697 | |
| KR | Kroger Co | +1,511 | 5,672 | $410,425 | |
| PM | Philip Morris International Inc. | +1,260 | 11,758 | $1,944,067 | |
| CNP | Centerpoint Energy Inc | +1,259 | 7,321 | $315,974 | |
| EXC | Exelon Corp | +1,169 | 8,312 | $407,454 | |
| ORCL | Oracle Corp | +1,080 | 5,744 | $844,999 | |
| XOM | Exxon Mobil Corp | +982 | 8,180 | $1,387,818 | |
| KO | Coca Cola Co | +975 | 8,021 | $609,997 | |
| PGR | Progressive Corp/Oh/ | +897 | 4,123 | $817,343 | |
| AIG | American International Group, Inc. | +869 | 7,813 | $587,928 | |
| XEL | Xcel Energy Inc | +868 | 4,724 | $375,274 | |
| AEP | American Electric Power Co Inc | +819 | 5,644 | $739,815 | |
| AMD | Advanced Micro Devices Inc | +772 | 2,937 | $597,473 | |
| MSFT | Microsoft Corp | +739 | 10,328 | $3,823,115 | |
| SNOW | Snowflake Inc. | +707 | 1,957 | $295,154 | |
| AXP | American Express Co | +702 | 62,722 | $18,972,150 | |
| ALL | Allstate Corp | +648 | 2,252 | $466,929 | |
| NEE | Nextera Energy Inc | +627 | 12,830 | $1,191,650 | |
| CI | Cigna Group | +521 | 2,401 | $640,466 | |
| META | Meta Platforms, Inc. | +438 | 1,700 | $972,621 | |
| CINF | Cincinnati Financial Corp | +430 | 2,558 | $402,501 | |
| APP | AppLovin Corp | +365 | 2,631 | $1,047,138 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −6,294 | 54,606 | $1,583,027 | |
| VZ | Verizon Communications Inc | −2,309 | 22,429 | $1,125,935 | |
| NFLX | Netflix Inc | −1,450 | 8,269 | $795,064 | |
| V | Visa Inc. | −1,027 | 2,936 | $887,376 | |
| SBUX | Starbucks Corp | −935 | 3,602 | $322,703 | |
| GLW | Corning Inc /Ny | −924 | 2,068 | $281,185 | |
| NVO | Novo Nordisk A S | −813 | 7,471 | $274,559 | |
| UNH | Unitedhealth Group Inc | −650 | 1,062 | $287,366 | |
| ABT | Abbott Laboratories | −546 | 6,391 | $656,163 | |
| ABNB | Airbnb, Inc. | −515 | 1,728 | $218,211 | |
| ZTS | Zoetis Inc. | −493 | 2,506 | $296,234 | |
| BRK-B | Berkshire Hathaway Inc | −458 | 11,559 | $5,539,072 | |
| IBM | International Business Machines Corp | −447 | 1,908 | $462,480 | |
| USFD | US Foods Holding Corp. | −443 | 2,830 | $260,954 | |
| SHOP | Shopify Inc. | −367 | 5,749 | $681,946 | |
| AMZN | Amazon Com Inc | −225 | 13,980 | $2,911,614 | |
| AON | Aon plc | −219 | 1,651 | $532,909 | |
| WMT | Walmart Inc. | −213 | 6,188 | $769,044 | |
| MSCI | MSCI Inc. | −184 | 891 | $480,257 | |
| AMG | Affiliated Managers Group, Inc. | −168 | 817 | $226,063 | |
| MA | Mastercard Inc | −134 | 1,689 | $843,925 | |
| WTW | Willis Towers Watson PLC | −130 | 707 | $205,524 | |
| JNJ | Johnson & Johnson | −125 | 14,441 | $3,529,958 | |
| UPS | United Parcel Service Inc | −103 | 2,308 | $227,061 | |
| TMO | Thermo Fisher Scientific Inc. | −95 | 1,164 | $572,140 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AWK | American Water Works Company, Inc. | 3,004 | $408,814 | |
| DDOG | Datadog, Inc. | 2,295 | $270,924 | |
| COP | Conocophillips | 1,992 | $262,944 | |
| CRM | Salesforce, Inc. | 1,339 | $249,951 | |
| BMY | Bristol Myers Squibb Co | 3,733 | $226,406 | |
| SN | SharkNinja, Inc. | 1,955 | $207,034 | |
| APG | APi Group Corp | 4,960 | $200,979 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PAYC | Paycom Software, Inc. | 3,277 | $522,222 | |
| LLY | ELI LILLY & Co | 439 | $471,784 | |
| CSGP | Costar Group, Inc. | 5,988 | $402,633 | |
| EXAS | EXACT SCIENCES CORP | 2,661 | $270,251 | |
| ELV | Elevance Health, Inc. | 707 | $247,838 | |
| LPLA | LPL Financial Holdings Inc. | 654 | $233,589 | |
| MELI | Mercadolibre Inc | 110 | $221,568 | |
| No positions match the current search. | ||||
112 positions ·
$116,379,594 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 112 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AXP |
American Express Co
Financial Services
|
Added | 62,722 | $18,972,150 | 16.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,659 | $6,511,997 | 5.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,559 | $5,539,072 | 4.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 13,952 | $4,588,673 | 3.94% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 10,151 | $4,511,104 | 3.88% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 12,251 | $4,204,788 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,328 | $3,823,115 | 3.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 14,441 | $3,529,958 | 3.03% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,983 | $3,369,578 | 2.90% | |
| PSX |
Phillips 66
Energy
|
Reduced | 16,134 | $2,939,292 | 2.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,980 | $2,911,614 | 2.50% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 55,424 | $2,701,920 | 2.32% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 11,758 | $1,944,067 | 1.67% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,620 | $1,852,128 | 1.59% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 54,606 | $1,583,027 | 1.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 8,180 | $1,387,818 | 1.19% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 6,357 | $1,315,263 | 1.13% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 12,830 | $1,191,650 | 1.02% | |
| CCJ |
Cameco Corp
Energy
|
Added | 10,767 | $1,169,403 | 1.00% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 22,429 | $1,125,935 | 0.97% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 9,621 | $1,113,823 | 0.96% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 2,631 | $1,047,138 | 0.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,700 | $972,621 | 0.84% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,936 | $887,376 | 0.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,054 | $878,208 | 0.75% | |
| ORCL |
Oracle Corp
Technology
|
Added | 5,744 | $844,999 | 0.73% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,689 | $843,925 | 0.73% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 12,664 | $835,697 | 0.72% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,839 | $834,944 | 0.72% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 4,123 | $817,343 | 0.70% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 8,269 | $795,064 | 0.68% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,188 | $769,044 | 0.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,577 | $758,050 | 0.65% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Added | 110,039 | $755,967 | 0.65% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 5,644 | $739,815 | 0.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,081 | $703,017 | 0.60% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 11,379 | $694,687 | 0.60% | |
| C |
Citigroup Inc
Financial Services
|
Added | 6,020 | $682,728 | 0.59% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 5,749 | $681,946 | 0.59% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 6,391 | $656,163 | 0.56% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,864 | $647,349 | 0.56% | |
| CI |
Cigna Group
Healthcare
|
Added | 2,401 | $640,466 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,021 | $609,997 | 0.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,937 | $597,473 | 0.51% | |
| AIG |
American International Group, Inc.
Financial Services
|
Added | 7,813 | $587,928 | 0.51% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,164 | $572,140 | 0.49% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
Added | 3,360 | $567,907 | 0.49% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,913 | $565,004 | 0.49% | |
| AON |
Aon plc
Financial Services
|
Reduced | 1,651 | $532,909 | 0.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 917 | $529,274 | 0.45% |