Birch Financial Group, LLC

Birch Financial Group, LLC reported 135 holdings worth US$195M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Birch Financial Group, LLC reported 135 holdings worth US$195M as of Jun 30, 2026. Largest: American Express Company, Berkshire Hathaway Inc. and Apple Inc. Filed Jul 15, 2026 (Form 13F).

Holdings
135
Value as reported
US$195M

The filing in full

CompanySharesValue as reported% of portfolio
American Express Company62,109US$21M10.8%
Berkshire Hathaway Inc.41,536US$20.8M10.7%
Apple Inc25,578US$7.4M3.8%
Home Depot, Inc. (the)14,020US$4.94M2.5%
Ameriprise Financial, Inc.10,147US$4.66M2.4%
General Dynamics Corporation12,251US$4.34M2.2%
Goldman Sachs Group, Inc. (the)3,983US$4.03M2.1%
Alphabet Inc (google) Class C10,457US$3.74M1.9%
Johnson & Johnson14,610US$3.71M1.9%
Microsoft Corp.9,875US$3.68M1.9%
Bank Of America Corporation56,008US$3.19M1.6%
Amazon.com, Inc.12,261US$2.92M1.5%
Phillips 6616,126US$2.73M1.4%
Nvidia Corporation10,911US$2.18M1.1%
Philip Morris International Inc11,611US$2.1M1.1%
Advanced Micro Devices Inc3,166US$1.84M0.95%
Applovin Corporation2,329US$1.2M0.62%
At&t Inc.56,039US$1.16M0.60%
Nextera Energy, Inc.13,108US$1.15M0.59%
Wec Energy Group, Inc.9,704US$1.13M0.58%
Cameco Corporation10,737US$1.09M0.56%
Chevron Corporation6,388US$1.06M0.54%
Meta Platforms, Inc.1,801US$1.01M0.52%
Abbvie Inc.3,945US$993K0.51%
Verizon Communications Inc.22,675US$960K0.49%
Progressive Corporation (the)4,194US$916K0.47%
Exxon Mobil Corporation6,700US$916K0.47%
Jp Morgan Chase & Co.2,664US$872K0.45%
Citigroup, Inc.6,221US$871K0.45%
Altria Group, Inc.11,128US$801K0.41%
American Electric Power Company, Inc.5,442US$745K0.38%
Walmart Inc.6,018US$682K0.35%
Coca-cola Company (the)8,114US$659K0.34%
Visa Inc.1,875US$643K0.33%
Baker Hughes Company11,379US$632K0.32%
The Cigna Group2,282US$629K0.32%
Mastercard Incorporated1,200US$616K0.32%
Netflix, Inc.8,465US$604K0.31%
Oracle Corporation4,085US$599K0.31%
American International Group, Inc. New7,914US$590K0.30%
Procter & Gamble Company (the)3,749US$550K0.28%
Soundhound Ai, Inc.84,097US$544K0.28%
Corning Incorporated2,064US$527K0.27%
Allstate Corporation (the)2,200US$523K0.27%
International Business Machines Corporation1,829US$514K0.26%
Dycom Industries, Inc.1,000US$506K0.26%
Kla Corporation1,650US$498K0.26%
Cincinnati Financial Corporation2,638US$488K0.25%
Cme Group Inc.2,163US$478K0.25%
Blackrock, Inc.489US$470K0.24%
Datadog, Inc.1,791US$466K0.24%
Simon Property Group, Inc.2,047US$458K0.24%
Union Pacific Corporation1,674US$455K0.23%
Snowflake Inc.1,735US$442K0.23%
Norfolk Southern Corporation1,404US$442K0.23%
Merck & Company, Inc.3,394US$436K0.22%
Mcdonald's Corporation1,604US$433K0.22%
American Water Works Company, Inc.3,206US$422K0.22%
Credo Technology Group Holding Ltd1,530US$416K0.21%
Duke Energy Corporation (holding Company)3,260US$413K0.21%
Axsome Therapeutics, Inc.1,675US$410K0.21%
Space Exploration Technologies Corp2,379US$406K0.21%
Dell Technologies Inc.935US$403K0.21%
Unitedhealth Group Incorporated961US$400K0.21%
Exelon Corporation8,555US$399K0.21%
Thermo Fisher Scientific Inc785US$394K0.20%
Xcel Energy Inc.4,727US$380K0.20%
Cisco Systems, Inc.3,231US$380K0.20%
Pepsico, Inc.2,710US$367K0.19%
Tesla, Inc.871US$366K0.19%
Abbott Laboratories3,917US$355K0.18%
Shopify Inc.3,056US$349K0.18%
Toronto-dominion Bank2,831US$344K0.18%
Kroger Company (the)6,154US$342K0.18%
Lowe's Companies, Inc.1,550US$342K0.18%
Broadcom Inc.896US$339K0.17%
Taiwan Semiconductor Manufacturing Co., Ltd.694US$331K0.17%
Walt Disney Company (the)3,330US$321K0.16%
Texas Instruments Incorporated1,062US$317K0.16%
Centerpoint Energy, Inc (holding Co)7,133US$314K0.16%
Intel Corporation2,024US$283K0.15%
Us Foods Holding Corp.2,522US$258K0.13%
Automatic Data Processing, Inc.1,096US$245K0.13%
Affiliated Managers Group, Inc.717US$243K0.12%
Msci Inc.433US$242K0.12%
Waste Management, Inc.1,069US$238K0.12%
Public Service Enterprise Group Incorporated2,893US$235K0.12%
Adobe Inc.1,141US$234K0.12%
Fedex Corporation745US$233K0.12%
United Parcel Service, Inc.2,139US$230K0.12%
Pfizer, Inc.9,529US$229K0.12%
Affirm Holdings, Inc.2,793US$228K0.12%
Welltower Inc.1,002US$228K0.12%
Bristol-myers Squibb Company3,805US$219K0.11%
Starbucks Corporation2,121US$217K0.11%
Ge Vernova Inc.182US$213K0.11%
Appfolio, Inc.1,326US$213K0.11%
Enterprise Products Partners L.p.5,695US$209K0.11%
The Aes Corporation12,823US$188K0.10%
Biomea Fusion, Inc.14,000US$20,5800.01%

Every holding of Birch Financial Group, LLC

Source

View original at SEC

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