Birchwood Financial Partners, Inc.
Top Portfolio Positions
186 positions ·
$29,484,977 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,919 | $4,547,663 | 15.42% | |
| DCI |
DONALDSON Co INC
Industrials
|
39,685 | $3,368,065 | 11.42% | |
| MSFT |
Microsoft Corp
Technology
|
7,435 | $2,752,213 | 9.33% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
6,107 | $1,652,493 | 5.60% | |
| MMM |
3M Co
Industrials
|
8,159 | $1,184,931 | 4.02% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
5,575 | $925,840 | 3.14% | |
| XEL |
Xcel Energy Inc
Utilities
|
9,252 | $734,978 | 2.49% | |
| FAST |
Fastenal Co
Industrials
|
14,796 | $686,534 | 2.33% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,943 | $639,033 | 2.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,415 | $579,388 | 1.97% |
Portfolio Trend
Holdings in HPI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,158 | 4,599 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $72,757 | 4,494 | Shares | Sole | 2026-02-19 | |
| No 13F history on record for this holder in this stock. | ||||||