Birch Capital Management, LLC Reduced Holdings in Q2 2025

Birch Capital Management, LLC

  • $189 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.37K
- 1.95%
$172.42 - $223.89 $237K - $307K
69K $14.2M
UNH
Unitedhealth Group Inc

Healthcare
-110
- 1.68%
$274.35 - $599.47 $30.2K - $65.9K
6.44K $2.01M
G
Genpact LTD

Technology
-1.8K
- 1.49%
$40.65 - $50.56 $73.1K - $91K
119K $5.24M
BDX
Becton Dickinson & CO

Healthcare
-311
- 2.98%
$165.15 - $226.42 $51.4K - $70.4K
10.1K $1.74M
UPS
United Parcel Service Inc

Industrials
-40
- 0.08%
$91.92 - $110.2 $3.68K - $4.41K
51.4K $5.19M
OKE
Oneok Inc

Energy
-140
- 0.96%
$78.71 - $100.37 $11K - $14.1K
14.5K $1.18M
WSO
Watsco Inc

Industrials
-27
- 0.71%
$421.84 - $520.66 $11.4K - $14.1K
3.79K $1.67M
JNJ
Johnson & Johnson

Healthcare
-584
- 5.83%
$146.36 - $159.82 $85.5K - $93.3K
9.44K $1.44M
ABC
Amerisourcebergen Corp

Healthcare
-1.17K
- 4.97%
N/A
22.3K $4.13M
ABT
Abbott Laboratories

Healthcare
-1.42K
- 41.57%
$123.95 - $138.08 $176K - $196K
2K $272K
CTSH
Cognizant Technology Solutions Corp

Technology
-2.24K
- 5.45%
$66.47 - $81.81 $149K - $184K
38.9K $3.04M
FDS
Factset Research Systems Inc

Financial Services
-64
- 0.74%
$398.85 - $473.32 $25.5K - $30.3K
8.55K $3.82M
GPC
Genuine Parts CO

Consumer Cyclical
-894
- 4.72%
$105.54 - $129.09 $94.4K - $115K
18.1K $2.19M
MKC
Mccormick & CO Inc

Consumer Defensive
-460
- 22.55%
$71.11 - $82.25 $32.7K - $37.8K
1.58K $119K
PEP
Pepsico Inc

Consumer Defensive
-94
- 7.55%
$128.02 - $151.37 $12K - $14.2K
1.15K $151K
CNI
Canadian National Railway CO

Industrials
-600
- 13.61%
$92.66 - $108.13 $55.6K - $64.9K
3.81K $396K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-593
- 2.91%
$50.36 - $50.68 $29.9K - $30.1K
19.8K $1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-261
- 1.59%
$100.04 - $100.54 $26.1K - $26.2K
16.1K $1.62M
CVS
Cvs Health Corp

Healthcare
-249
- 5.68%
$60.04 - $70.18 $14.9K - $17.5K
4.14K $285K
Corpay, Inc.
-370
- 5.13%
N/A
6.85K $0
GOOGL
Alphabet Inc.

Communication Services
-160
- 4.93%
$144.7 - $178.6 $23.2K - $28.6K
3.09K $543K
SPGI
S&P Global Inc.

Financial Services
-32
- 0.22%
$438.31 - $527.29 $14K - $16.9K
14.5K $7.64M
GOOG
Alphabet Inc.

Communication Services
-658
- 2.13%
$146.58 - $180.01 $96.4K - $118K
30.2K $5.36M
CAH
Cardinal Health Inc

Healthcare
-1.61K
- 5.67%
$125.0 - $168.0 $201K - $270K
26.8K $4.5M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.01%
$919.93 - $1101.66 $920 - $1.1K
14.8K $15.4M
Activity Summary
Buys All Purchases 11 New Holdings 1 Increased Positions 10 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Birch Capital Management, LLC Portfolio

Follow Birch Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email