Birch Capital Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $185 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.6M, W.W. Grainger, Inc. with a value of $14.6M, Microsoft Corp with a value of $12.3M, Novo Nordisk A S with a value of $9.44M, and Resmed Inc with a value of $8.23M.
Examining the 13F form we can see an decrease of $8M in the current position value, from $193M to 185M.
Below you can find more details about Birch Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
Technology: $60.1 Million
Healthcare: $43.7 Million
Industrials: $30.6 Million
Financial Services: $25.6 Million
Energy: $10.9 Million
Communication Services: $5.8 Million
ETFs: $4.11 Million
Consumer Cyclical: $3.33 Million
Other: $1.39 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
