BIRCHBROOK, INC. - Portfolio overview

BIRCHBROOK, INC. has 304 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VGIT - VANGUARD SCOTTSDALE FDS, 17.09%
2. IGIB - ISHARES TR, 12.14%
3. VEA - VANGUARD TAX-MANAGED FDS, 6.15%

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

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