Birchwood Financial Partners, Inc.

CIK

2110062

Location

BLOOMINGTON, MN

Portfolio Value

Micro $30,339,869

Diversification

Diversified

Filing Date

Global Rank

#7,040 / 8,232 ▲ 162

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-20.5%

Period ended 2 months ago

Filed May 5, 2026 · 40d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.1%

SPY

+9.1%

Annualised alpha

-20.5%

Max drawdown

−10.3%

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

187 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−46

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	12.9%	$3,925,069	30
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

15 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
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
DCI	DONALDSON Co INC	+1	39,685	$3,368,065
PYPL	PayPal Holdings, Inc.	+1	126	$5,698
HPQ	Hp Inc	+1	113	$2,170
DIS	Walt Disney Co	+1	471	$45,394
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
CVX	Chevron Corp	−30	253	$52,345
EBAY	Ebay Inc	−30	211	$19,205
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
C	Citigroup Inc	−3	9	$1,020
GLTR	abrdn Precious Metals Basket ETF Trust	−3	49	$10,717
CSGP	Costar Group, Inc.	−3	217	$8,753
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

18 positions

Ticker	Company	Shares	Value
BDX	Becton Dickinson & Co	600	$91,542
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
PIPR	Piper Sandler Companies	37	$3,142
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

187 positions · $30,339,869 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 187 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%	14.99%
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%	5.45%
MMM	3M Co Industrials	Held	8,159	0	$1,184,931	−9.3%	3.91%
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	Exxon Mobil 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%	1.26%
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%	0.38%
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%