Birch Capital Management, LLC Portfolio Holdings
Birch Capital Management, LLC
- $189 Million
- Q2 2025
Birch Capital Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $189 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $16.3M, W.W. Grainger, Inc. with a value of $15.4M, Apple Inc. with a value of $14.2M, Novo Nordisk A S with a value of $9.58M, and Resmed Inc with a value of $9.51M.
Examining the 13F form we can see an increase of $3.94M in the current position value, from $185M to 189M.
Below you can find more details about Birch Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
Technology: $64.1 Million
Healthcare: $42.1 Million
Industrials: $30.7 Million
Financial Services: $27.3 Million
Energy: $10 Million
Communication Services: $6.49 Million
ETFs: $4.01 Million
Consumer Cyclical: $3.31 Million
Other: $1.41 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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