Birchwood Financial Partners, Inc.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 29.7% | $9,004,586 |
| Industrials | 26.2% | $7,944,458 |
| Financial Services | 12.9% | $3,925,069 |
| Healthcare | 10.6% | $3,219,744 |
| Consumer Cyclical | 4.1% | $1,230,514 |
| Consumer Defensive | 4.0% | $1,213,156 |
| Communication Services | 3.4% | $1,032,801 |
| Utilities | 3.3% | $1,013,496 |
| Unclassified | 2.5% | $771,293 |
| Energy | 2.2% | $652,631 |
| Basic Materials | 1.1% | $323,368 |
| Real Estate | 0.0% | $8,753 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
28 positions ·
$9,004,586 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 17,919 | $4,547,663 | 50.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,435 | $2,752,213 | 30.56% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,508 | $535,859 | 5.95% | |
| ORCL |
Oracle Corp
Technology
|
Held | 3,018 | $443,977 | 4.93% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 684 | $165,794 | 1.84% | |
| INTC |
Intel Corp
Technology
|
Held | 1,934 | $85,347 | 0.95% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 201 | $78,472 | 0.87% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 150 | $58,764 | 0.65% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 385 | $56,317 | 0.63% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 635 | $49,269 | 0.55% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 256 | $44,646 | 0.50% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 179 | $23,051 | 0.26% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 72 | $22,906 | 0.25% | |
| INTU |
Intuit Inc.
Technology
|
Held | 50 | $21,619 | 0.24% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 103 | $19,227 | 0.21% | |
| TYL |
Tyler Technologies Inc
Technology
|
Added | 47 | $16,091 | 0.18% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 36 | $14,273 | 0.16% | |
| MVIS |
Microvision, Inc.
Technology
|
Held | 21,500 | $13,760 | 0.15% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 126 | $13,173 | 0.15% | |
| FICO |
Fair Isaac Corp
Technology
|
Held | 8 | $8,540 | 0.09% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 16 | $6,943 | 0.08% | |
| SAP |
Sap SE
Technology
|
Held | 37 | $6,334 | 0.07% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Reduced | 36 | $5,384 | 0.06% | |
| CLFD |
Clearfield, Inc.
Technology
|
Held | 200 | $5,294 | 0.06% | |
| GLOB |
Globant S.A.
Technology
|
Reduced | 77 | $3,550 | 0.04% | |
| PCTY |
Paylocity Holding Corp
Technology
|
Reduced | 22 | $2,376 | 0.03% | |
| HPQ |
Hp Inc
Technology
|
Added | 113 | $2,170 | 0.02% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 120 | $1,574 | 0.02% |