Birchwood Financial Partners, Inc.

CIK

2110062

Location

BLOOMINGTON, MN

Portfolio Value

Micro $30,351,198

Diversification

Diversified

Filing Date

Global Rank

#7,416 / 8,622 ▲ 31 · as of Mar 2026

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-8.0%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+7.7%

SPY

+9.0%

Annualised alpha

-3.2%

Max drawdown

−10.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

188 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.0%

−0.4 pts

Top 5

44.5%

−2.9 pts

Top 10

57.2%

−1.8 pts

HHI

546

Diversified−45

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$9,004,586	28
Industrials	26.2%	$7,944,458	30
Financial Services	13.0%	$3,936,398	31
Healthcare	10.6%	$3,219,744	32
Consumer Cyclical	4.1%	$1,230,514	17
Consumer Defensive	4.0%	$1,213,156	10
Communication Services	3.4%	$1,032,801	9
Utilities	3.3%	$1,013,496	13
Unclassified	2.5%	$771,293	5
Energy	2.2%	$652,631	3
Basic Materials	1.1%	$323,368	9
Real Estate	0.0%	$8,753	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	+285	1,943	$639,033
XEL	Xcel Energy Inc	+158	9,252	$734,978
T	At&T Inc.	+150	1,456	$42,209
PIPR	Piper Sandler Companies	+111	148	$11,329
HPI	John Hancock Preferred Income Fund	+105	4,599	$72,158
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	+70	3,640	$89,362
MSFT	Microsoft Corp	+49	7,435	$2,752,213
NOW	ServiceNow, Inc.	+21	126	$13,173
USB	US Bancorp De	+13	5,013	$260,726
TYL	Tyler Technologies Inc	+12	47	$16,091
BRK-B	Berkshire Hathaway Inc	+5	1,784	$854,892
UNH	Unitedhealth Group Inc	+3	6,107	$1,652,493
DIS	Walt Disney Co	+1	471	$45,394
HPQ	Hp Inc	+1	113	$2,170
DCI	DONALDSON Co INC	+1	39,685	$3,368,065
PYPL	PayPal Holdings, Inc.	+1	126	$5,698
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−2,756	5,226	$460,724
AAPL	Apple Inc.	−521	17,919	$4,547,663
BAC	Bank Of America Corp /De/	−214	1,495	$72,881
LRCX	Lam Research Corp	−182	2,508	$535,859
NVT	nVent Electric plc	−149	242	$28,623
PG	PROCTER & GAMBLE Co	−144	2,649	$382,621
WFC	Wells Fargo & Company/Mn	−75	7,125	$567,221
KO	Coca Cola Co	−74	699	$53,158
NVDA	Nvidia Corp	−65	256	$44,646
FDX	Fedex Corp	−53	456	$162,418
GEHC	GE HealthCare Technologies Inc.	−46	78	$5,552
AMZN	Amazon Com Inc	−42	703	$146,413
EBAY	Ebay Inc	−30	211	$19,205
CVX	Chevron Corp	−30	253	$52,345
PEP	Pepsico Inc	−24	1,783	$276,882
HEI	Heico Corp	−23	76	$20,839
YUM	Yum Brands Inc	−14	869	$135,112
YUMC	Yum China Holdings, Inc.	−13	106	$5,170
A	Agilent Technologies, Inc.	−12	24	$2,735
DE	Deere & Co	−12	344	$193,775
MA	Mastercard Inc	−11	344	$171,883
FAST	Fastenal Co	−5	14,796	$686,534
CSGP	Costar Group, Inc.	−3	217	$8,753
C	Citigroup Inc	−3	9	$1,020
GLTR	abrdn Precious Metals Basket ETF Trust	−3	49	$10,717
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PHYS	Sprott Physical Gold Trust	6,095	$216,006
LIN	Linde PLC	17	$8,427
WSO	Watsco Inc	21	$7,639
KAI	Kadant Inc	25	$7,308
CI	Cigna Group	12	$3,201
WBD	Warner Bros. Discovery, Inc.	36	$988
USAS	Americas Gold & Silver Corp	122	$636
VSNT	Versant Media Group, Inc.	5	$185
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
BDX	Becton Dickinson & Co	600	$116,442
LVLU	Lulu's Fashion Lounge Holdings, Inc.	4,844	$25,285
LMT	Lockheed Martin Corp	19	$9,189
PAYC	Paycom Software, Inc.	52	$8,286
WK	Workiva Inc	82	$7,072
ALKT	Alkami Technology, Inc.	216	$4,983
APD	Air Products & Chemicals, Inc.	20	$4,940
BCE	Bce Inc	198	$4,716
AMP	Ameriprise Financial Inc	9	$4,413
GLD	Spdr Gold Trust	8	$3,170
TTD	Trade Desk, Inc.	74	$2,809
PPG	Ppg Industries Inc	21	$2,151
KEYS	Keysight Technologies, Inc.	6	$1,219
ABBV	AbbVie Inc.	2	$456
CTVA	Corteva, Inc.	5	$335
EMN	Eastman Chemical Co	4	$255
FBIN	Fortune Brands Innovations, Inc.	2	$100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

188 tracked positions · $30,351,198 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 188 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	17,919	-521	$4,547,663	−9.3%	14.98%
DCI	DONALDSON Co INC Industrials	Added	39,685	+1	$3,368,065	−4.3%	11.10%
MSFT	Microsoft Corp Technology	Added	7,435	+49	$2,752,213	−23.0%	9.07%
UNH	Unitedhealth Group Inc Healthcare	Added	6,107	+3	$1,652,493	−18.0%	5.44%
MMM	3M Co Industrials	Held	8,159	0	$1,184,931	−9.3%	3.90%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Held	5,575	0	$925,840	+3.3%	3.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,784	+5	$854,892	−4.4%	2.82%
XEL	Xcel Energy Inc Utilities	Added	9,252	+158	$734,978	+9.4%	2.42%
FAST	Fastenal Co Industrials	Reduced	14,796	-5	$686,534	+15.6%	2.26%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,943	+285	$639,033	+12.0%	2.11%
XOM	ExxonMobil Holdings Corp Energy	Held	3,415	0	$579,388	+41.0%	1.91%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	7,125	-75	$567,221	−15.5%	1.87%
META	Meta Platforms, Inc. Communication Services	Held	963	0	$550,961	−13.3%	1.82%
LRCX	Lam Research Corp Technology	Reduced	2,508	-182	$535,859	+16.4%	1.77%
JNJ	Johnson & Johnson Healthcare	Held	2,094	0	$511,857	+18.1%	1.69%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	12,528	0	$507,008	−11.8%	1.67%
IAU	Ishares Gold Trust	Reduced	5,226	-2,756	$460,724	−28.9%	1.52%
ORCL	Oracle Corp Technology	Held	3,018	0	$443,977	−24.5%	1.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,649	-144	$382,621	−4.4%	1.26%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	2,816	0	$380,807	−1.9%	1.25%
GOOGL	Alphabet Inc. Communication Services	Held	1,301	0	$374,115	−8.1%	1.23%
GGG	Graco Inc Industrials	Held	3,343	0	$282,984	+3.3%	0.93%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,783	-24	$276,882	+6.8%	0.91%
USB	US Bancorp De Financial Services	Added	5,013	+13	$260,726	−2.3%	0.86%
TTC	Toro Co Industrials	Held	2,736	0	$255,651	+18.7%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	231	0	$230,175	+15.5%	0.76%
PHYS	Sprott Physical Gold Trust Financial Services	NEW	6,095	NEW	$216,006	NEW	0.71%
DE	Deere & Co Industrials	Reduced	344	-12	$193,775	+16.9%	0.64%
MDT	Medtronic plc Healthcare	Held	2,122	0	$183,871	−9.8%	0.61%
MA	Mastercard Inc Financial Services	Reduced	344	-11	$171,883	−15.2%	0.57%
LLY	ELI LILLY & Co Healthcare	Held	183	0	$168,317	−14.4%	0.55%
IBM	International Business Machines Corp Technology	Held	684	0	$165,794	−18.2%	0.55%
FDX	Fedex Corp Industrials	Reduced	456	-53	$162,418	+10.5%	0.54%
QQQ	Invesco Qqq Trust, Series 1	Held	278	0	$160,456	−6.0%	0.53%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	703	-42	$146,413	−14.9%	0.48%
ECL	Ecolab Inc. Basic Materials	Held	540	0	$143,650	+1.3%	0.47%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	869	-14	$135,112	+1.1%	0.45%
SOLV	Solventum Corp Healthcare	Held	1,798	0	$117,409	−17.6%	0.39%
UNP	Union Pacific Corp Industrials	Held	480	0	$116,457	+4.9%	0.38%
SPY	Spdr S&P 500 ETF Trust	Held	175	0	$113,809	−4.6%	0.37%
INCY	Incyte Corp Healthcare	Held	1,165	0	$109,649	−4.7%	0.36%
GE	General Electric Co Industrials	Held	375	0	$106,413	−7.9%	0.35%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	1,250	0	$98,325	+6.8%	0.32%
MCD	Mcdonalds Corp Consumer Cyclical	Held	313	0	$97,277	+1.7%	0.32%
GIS	General Mills Inc Consumer Defensive	Held	2,590	0	$96,399	−20.0%	0.32%
SHW	Sherwin Williams Co Basic Materials	Held	293	0	$93,921	−1.1%	0.31%
BAM	Brookfield Asset Management Ltd. Financial Services	Held	2,102	0	$93,433	−15.2%	0.31%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	Added	3,640	+70	$89,362	−0.6%	0.29%
INTC	Intel Corp Technology	Held	1,934	0	$85,347	+19.6%	0.28%
GS	Goldman Sachs Group Inc Financial Services	Held	100	0	$84,599	−3.8%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.