Birch Capital Management, LLC - Portfolio overview

Birch Capital Management, LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 8.37%
2. GWW - WW GRAINGER INC COM, 8.07%
3. MSFT - MICROSOFT CORP COM, 6.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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