Birch Capital Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.8M, Novo Nordisk A S with a value of $16.7M, W.W. Grainger, Inc. with a value of $15.4M, Microsoft Corp with a value of $13.4M, and S&P Global Inc. with a value of $7.6M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $189M to 200M.
Below you can find more details about Birch Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$200 Million
Technology: $60.9 Million
Healthcare: $54.5 Million
Industrials: $30.5 Million
Financial Services: $25.2 Million
Energy: $9.19 Million
Communication Services: $6.04 Million
ETFs: $5.93 Million
Consumer Cyclical: $4.6 Million
Other: $3.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
