Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc. reported 352 holdings worth US$122M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Birchwood Financial Partners, Inc. reported 352 holdings worth US$122M as of Jun 30, 2026. Largest: Apple Inc, Donaldson Company, Inc. and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 352
- Value as reported
- US$122M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 17,174 | US$4.97M | 4.1% |
| Donaldson Company, Inc. | 39,469 | US$3.54M | 2.9% |
| Microsoft Corp. | 7,435 | US$2.77M | 2.3% |
| Unitedhealth Group Incorporated | 5,790 | US$2.41M | 2.0% |
| 3m Company | 8,008 | US$1.3M | 1.1% |
| Lam Research Corporation | 2,475 | US$1.07M | 0.88% |
| Alphabet Inc (google) Class C | 2,885 | US$1.03M | 0.84% |
| C.h. Robinson Worldwide, Inc. | 4,880 | US$919K | 0.75% |
| Berkshire Hathaway Inc. | 1,789 | US$895K | 0.73% |
| Xcel Energy Inc. | 8,929 | US$717K | 0.59% |
| Home Depot, Inc. (the) | 1,943 | US$685K | 0.56% |
| Fastenal Company | 13,984 | US$672K | 0.55% |
| Wells Fargo & Company | 7,125 | US$589K | 0.48% |
| Meta Platforms, Inc. | 963 | US$543K | 0.44% |
| Brookfield Corporation | 12,528 | US$534K | 0.44% |
| Johnson & Johnson | 1,963 | US$499K | 0.41% |
| Oracle Corporation | 3,018 | US$442K | 0.36% |
| The Hartford Insurance Group, Inc. | 2,828 | US$375K | 0.31% |
| Procter & Gamble Company (the) | 2,544 | US$373K | 0.31% |
| U.s. Bancorp | 5,022 | US$303K | 0.25% |
| Intel Corporation | 1,934 | US$270K | 0.22% |
| Toro Company (the) | 2,736 | US$267K | 0.22% |
| Graco Inc. | 3,343 | US$253K | 0.21% |
| Pepsico, Inc. | 1,783 | US$241K | 0.20% |
| Eli Lilly And Company | 183 | US$220K | 0.18% |
| Deere & Company | 344 | US$218K | 0.18% |
| Costco Wholesale Corporation | 231 | US$216K | 0.18% |
| International Business Machines Corporation | 684 | US$192K | 0.16% |
| Mastercard Incorporated | 344 | US$177K | 0.14% |
| Amazon.com, Inc. | 701 | US$167K | 0.14% |
| Crowdstrike Holdings, Inc. | 201 | US$153K | 0.13% |
| Ecolab Inc. | 540 | US$150K | 0.12% |
| Fedex Corporation | 456 | US$143K | 0.12% |
| Ge Aerospace | 375 | US$140K | 0.11% |
| Yum! Brands, Inc. | 869 | US$139K | 0.11% |
| Solventum Corporation | 1,761 | US$136K | 0.11% |
| Incyte Corporation | 1,165 | US$132K | 0.11% |
| Union Pacific Corporation | 480 | US$131K | 0.11% |
| Caterpillar, Inc. | 105 | US$112K | 0.09% |
| Ge Vernova Inc. | 93 | US$109K | 0.09% |
| Canadian Pacific Kansas City Limited | 1,250 | US$108K | 0.09% |
| Goldman Sachs Group, Inc. (the) | 100 | US$101K | 0.08% |
| Sherwin-williams Company (the) | 293 | US$101K | 0.08% |
| Brookfield Asset Management Inc | 2,102 | US$94,275 | 0.08% |
| General Mills, Inc. | 2,590 | US$90,124 | 0.07% |
| Bank Of America Corporation | 1,495 | US$85,185 | 0.07% |
| Mcdonald's Corporation | 314 | US$84,749 | 0.07% |
| Target Corporation | 634 | US$82,860 | 0.07% |
| Bank Of Montreal | 467 | US$82,519 | 0.07% |
| Emerson Electric Company | 538 | US$76,990 | 0.06% |
| Cisco Systems, Inc. | 635 | US$74,587 | 0.06% |
| Visa Inc. | 199 | US$68,308 | 0.06% |
| Constellation Energy Corporation | 269 | US$66,812 | 0.05% |
| W.w. Grainger, Inc. | 49 | US$66,747 | 0.05% |
| Capital One Financial Corporation | 330 | US$66,205 | 0.05% |
| Idexx Laboratories, Inc. | 121 | US$63,699 | 0.05% |
| Allstate Corporation (the) | 250 | US$59,485 | 0.05% |
| Coca-cola Company (the) | 699 | US$56,808 | 0.05% |
| Wec Energy Group, Inc. | 469 | US$54,822 | 0.04% |
| Bristol-myers Squibb Company | 930 | US$53,603 | 0.04% |
| O'reilly Automotive, Inc. | 570 | US$52,491 | 0.04% |
| Jp Morgan Chase & Co. | 158 | US$51,736 | 0.04% |
| Walmart Inc. | 453 | US$51,307 | 0.04% |
| Nvidia Corporation | 256 | US$51,223 | 0.04% |
| Morgan Stanley | 236 | US$49,333 | 0.04% |
| Walt Disney Company (the) | 471 | US$45,296 | 0.04% |
| American Express Company | 133 | US$45,138 | 0.04% |
| Otter Tail Corporation | 500 | US$44,990 | 0.04% |
| Palantir Technologies Inc. | 385 | US$44,918 | 0.04% |
| S&p Global Inc. | 106 | US$43,170 | 0.04% |
| Enbridge Inc. | 775 | US$42,013 | 0.03% |
| Chevron Corporation | 253 | US$41,916 | 0.03% |
| Cummins Inc. | 55 | US$39,522 | 0.03% |
| Marriott International | 105 | US$38,912 | 0.03% |
| Tjx Companies, Inc. (the) | 250 | US$37,875 | 0.03% |
| Aflac Incorporated | 322 | US$37,772 | 0.03% |
| Exelon Corporation | 807 | US$37,628 | 0.03% |
| Waste Connections, Inc. | 225 | US$37,505 | 0.03% |
| Pfizer, Inc. | 1,515 | US$36,478 | 0.03% |
| Danaher Corporation | 176 | US$33,524 | 0.03% |
| Anheuser-busch Inbev Sa/nv | 403 | US$33,207 | 0.03% |
| Qualcomm Incorporated | 179 | US$33,157 | 0.03% |
| Stryker Corporation | 100 | US$31,560 | 0.03% |
| Mckesson Corporation | 40 | US$30,224 | 0.02% |
| Intuitive Surgical, Inc. | 75 | US$29,826 | 0.02% |
| Vulcan Materials Company (holding Company) | 100 | US$29,501 | 0.02% |
| Analog Devices, Inc. | 71 | US$28,199 | 0.02% |
| Heico Corporation | 105 | US$27,070 | 0.02% |
| At&t Inc. | 1,306 | US$27,041 | 0.02% |
| Regeneron Pharmaceuticals, Inc. | 41 | US$25,666 | 0.02% |
| Thermo Fisher Scientific Inc | 50 | US$25,068 | 0.02% |
| Vale S.a. | 1,620 | US$24,365 | 0.02% |
| Oge Energy Corp | 500 | US$24,330 | 0.02% |
| Ebay Inc. | 211 | US$23,579 | 0.02% |
| Moody's Corporation | 50 | US$22,646 | 0.02% |
| Centerpoint Energy, Inc (holding Co) | 436 | US$19,201 | 0.02% |
| Ppl Corporation | 500 | US$18,175 | 0.01% |
| Toronto-dominion Bank | 144 | US$17,486 | 0.01% |
| West Pharmaceutical Services, Inc. | 45 | US$16,155 | 0.01% |
| Salesforce, Inc. | 103 | US$16,136 | 0.01% |
Every holding of Birchwood Financial Partners, Inc.
Source
View original at SEC
Related