Birch Capital Management, LLC Reduced Holdings in Q1 2025

Birch Capital Management, LLC

  • $185 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.97K
- 2.73%
$209.68 - $247.1 $414K - $488K
70.4K $15.6M
MSFT
Microsoft Corp

Technology
-687
- 2.05%
$375.39 - $447.2 $258K - $307K
32.8K $12.3M
FDX
Fedex Corp

Industrials
-2.22K
- 14.26%
$230.33 - $281.53 $511K - $624K
13.3K $3.25M
GOOG
Alphabet Inc.

Communication Services
-142
- 0.46%
$156.06 - $207.71 $22.2K - $29.5K
30.9K $4.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-386
- 2.0%
$165.25 - $224.62 $63.8K - $86.7K
19K $3.15M
PEP
Pepsico Inc

Consumer Defensive
-3.53K
- 73.9%
$142.64 - $156.42 $503K - $551K
1.25K $186K
TROW
Price T Rowe Group Inc

Financial Services
-1.08K
- 7.38%
$91.57 - $116.93 $98.4K - $126K
13.5K $1.24M
NKE
Nike, Inc.

Consumer Cyclical
-4.93K
- 70.93%
$63.29 - $81.72 $312K - $403K
2.02K $128K
ORCL
Oracle Corp

Technology
-479
- 10.03%
$139.81 - $186.47 $67K - $89.3K
4.3K $600K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.96K
- 10.66%
$100.32 - $100.76 $196K - $197K
16.4K $1.65M
GLDM
World Gold Trust

ETFs
-3.27K
- 54.42%
$52.19 - $61.89 $171K - $203K
2.74K $169K
SNA
Snap On Inc

Industrials
-171
- 4.03%
$324.09 - $358.62 $55.4K - $61.3K
4.07K $1.37M
CSCO
Cisco Systems, Inc.

Technology
-3.58K
- 5.42%
$58.74 - $64.87 $210K - $232K
62.5K $3.85M
BDX
Becton Dickinson & CO

Healthcare
-332
- 3.08%
$222.79 - $249.08 $74K - $82.7K
10.4K $2.39M
VO
Vanguard Mid Cap ETF

ETFs
-137
- 25.95%
$251.87 - $277.95 $34.5K - $38.1K
391 $100K
MKC
Mccormick & CO Inc

Consumer Defensive
-663
- 24.53%
$71.24 - $84.73 $47.2K - $56.2K
2.04K $167K
UNH
Unitedhealth Group Inc

Healthcare
-303
- 4.42%
$461.52 - $548.18 $140K - $166K
6.55K $3.43M
OKE
Oneok Inc

Energy
-161
- 1.09%
$89.57 - $109.85 $14.4K - $17.7K
14.6K $1.45M
FISV
Fiserv Inc

Technology
-261
- 1.18%
N/A
21.8K $2.73M
RGLD
Royal Gold Inc

Basic Materials
-336
- 32.37%
$132.55 - $163.51 $44.5K - $54.9K
702 $114K
CTSH
Cognizant Technology Solutions Corp

Technology
-56
- 0.14%
$75.32 - $90.7 $4.22K - $5.08K
41.2K $3.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-403
- 1.94%
$50.39 - $50.66 $20.3K - $20.4K
20.4K $1.03M
DFS
Discover Financial Services

Financial Services
-8
- 0.29%
$152.99 - $203.25 $1.22K - $1.63K
2.77K $471K
FNV
Franco Nevada Corp

Basic Materials
-328
- 30.23%
$120.72 - $157.56 $39.6K - $51.7K
757 $119K
ABC
Amerisourcebergen Corp

Healthcare
-10
- 0.04%
N/A
23.5K $4.35M
Corpay, Inc.
-74
- 1.02%
N/A
7.22K $0
SPGI
S&P Global Inc.

Financial Services
-186
- 1.26%
$478.26 - $543.77 $89K - $101K
14.5K $7.38M
JNJ
Johnson & Johnson

Healthcare
-911
- 8.33%
$142.06 - $167.7 $129K - $153K
10K $1.66M
WSO
Watsco Inc

Industrials
-88
- 2.25%
$463.86 - $530.75 $40.8K - $46.7K
3.82K $1.94M
VRSN
Verisign Inc

Technology
-185
- 4.52%
$205.1 - $254.74 $37.9K - $47.1K
3.91K $992K
SCHW
Schwab Charles Corp

Financial Services
-1.54K
- 2.08%
$71.24 - $83.64 $110K - $129K
72.7K $5.69M
ABBV
Abb Vie Inc.

Healthcare
-160
- 1.58%
$169.2 - $216.66 $27.1K - $34.7K
9.98K $2.09M
EPD
Enterprise Products Partners L.P.

Energy
-401
- 0.24%
$31.75 - $34.14 $12.7K - $13.7K
168K $5.74M
CAH
Cardinal Health Inc

Healthcare
-432
- 1.5%
$118.02 - $137.77 $51K - $59.5K
28.4K $3.91M
ICE
Intercontinental Exchange, Inc.

Financial Services
-783
- 2.54%
$142.8 - $176.36 $112K - $138K
30K $5.17M
Activity Summary
Buys All Purchases 19 New Holdings 1 Increased Positions 18 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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