Birchbrook, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $35.3B, Ishares Trust Ishares 5 10 Yea with a value of $19.7B, Ishares Msci Usa Min Vol Facto with a value of $12.2B, Vanguard Ftse Developed Market with a value of $10.9B, and Ishares Barclays 20+ Year Trea with a value of $6.8B.
Examining the 13F form we can see an increase of $8.65B in the current position value, from $178B to 187B.
Birchbrook, Inc. is based out at Bangor, ME
Below you can find more details about Birchbrook, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$187 Billion
ETFs: $131 Billion
Technology: $15.8 Billion
Healthcare: $7.43 Billion
Financial Services: $6.95 Billion
Communication Services: $5.91 Billion
Industrials: $5.24 Billion
Consumer Defensive: $4.9 Billion
Consumer Cyclical: $4.58 Billion
Other: $3.19 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
