Birchwood Financial Partners, Inc.

CIK

2110062

Location

BLOOMINGTON, MN

Portfolio Value

Micro $323,368

Diversification

Diversified

Filing Date

Global Rank

#7,393 / 8,588 ▲ 41

Top Industry

Consumer Electronics 15.4%

3Y Alpha vs SPY

-21.1%

Period ended 3 months ago

Filed May 5, 2026 · 43d

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

+4.2%

SPY

+10.4%

Annualised alpha

-21.1%

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
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
DE	Deere & Co	−12	344	$193,775
A	Agilent Technologies, Inc.	−12	24	$2,735
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

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

9 positions · $323,368 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
USAS	Americas Gold & Silver Corp Basic Materials	NEW	122	NEW	$636	NEW	0.20%
TECK	Teck Resources Ltd Basic Materials	Held	61	0	$3,156	+8.0%	0.98%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	47	0	$3,579	+56.8%	1.11%
LIN	Linde PLC Basic Materials	NEW	17	NEW	$8,427	NEW	2.61%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	157	0	$16,995	+8.4%	5.26%
VALE	Vale S.A. Basic Materials	Held	1,620	0	$25,774	+22.1%	7.97%
VMC	Vulcan Materials CO Basic Materials	Held	100	0	$27,230	−4.5%	8.42%
SHW	Sherwin Williams Co Basic Materials	Held	293	0	$93,921	−1.1%	29.04%
ECL	Ecolab Inc. Basic Materials	Held	540	0	$143,650	+1.3%	44.42%