Birchwood Financial Partners, Inc.
Top Portfolio Positions
185 positions ·
$29,395,615 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,919 | $4,547,663 | 15.47% |
| DCI |
DONALDSON Co INC
Industrials
|
39,685 | $3,368,065 | 11.46% |
| MSFT |
Microsoft Corp
Technology
|
7,435 | $2,752,213 | 9.36% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
6,107 | $1,652,493 | 5.62% |
| MMM |
3M Co
Industrials
|
8,159 | $1,184,931 | 4.03% |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
5,575 | $925,840 | 3.15% |
| XEL |
Xcel Energy Inc
Utilities
|
9,252 | $734,978 | 2.50% |
| FAST |
Fastenal Co
Industrials
|
14,796 | $686,534 | 2.34% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,943 | $639,033 | 2.17% |
| XOM |
Exxon Mobil Corp
Energy
|
3,415 | $579,388 | 1.97% |
Holdings in GAM
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,675 | 918 | Shares | Sole | 2026-05-05 | |
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