Birchwood Financial Partners, Inc.

CIK

2110062

Location

BLOOMINGTON, MN

Portfolio Value

Micro $1,213,156

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 3 months ago

Filed May 5, 2026 · 41d

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

-20.3%

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

10 positions · $1,213,156 total · Consumer Defensive 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
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,649	-144	$382,621	−4.4%	31.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,783	-24	$276,882	+6.8%	22.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	231	0	$230,175	+15.5%	18.97%
GIS	General Mills Inc Consumer Defensive	Held	2,590	0	$96,399	−20.0%	7.95%
TGT	Target Corp Consumer Defensive	Held	634	0	$76,840	+24.0%	6.33%
WMT	Walmart Inc. Consumer Defensive	Held	453	0	$56,298	+11.6%	4.64%
KO	Coca Cola Co Consumer Defensive	Reduced	699	-74	$53,158	−1.6%	4.38%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Held	403	0	$27,956	+8.3%	2.30%
ODD	Oddity Tech Ltd Consumer Defensive	Held	593	0	$7,934	−66.7%	0.65%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	83	-1	$4,893	−4.4%	0.40%