Birchbrook, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $193 Billion distributed in 270 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 $21.8B, Vanguard Ftse Developed Market with a value of $12B, Ishares Inc with a value of $9.24B, and Ishares Core S&P Mid Cap ETF with a value of $7.14B.
Examining the 13F form we can see an increase of $6.74B in the current position value, from $187B to 193B.
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
$193 Billion
ETFs: $134 Billion
Technology: $16.1 Billion
Healthcare: $8.25 Billion
Financial Services: $7.4 Billion
Communication Services: $6.7 Billion
Industrials: $5.32 Billion
Consumer Cyclical: $5.07 Billion
Consumer Defensive: $4.91 Billion
Other: $3.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
