Birch Capital Management, LLC Portfolio Holdings
Birch Capital Management, LLC
- $191 Million
- Q3 2025
Birch Capital Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5M, Microsoft Corp with a value of $16.5M, W.W. Grainger, Inc. with a value of $13.7M, Resmed Inc with a value of $9.73M, and Novo Nordisk A S with a value of $8.79M.
Examining the 13F form we can see an increase of $1.48M in the current position value, from $189M to 191M.
Below you can find more details about Birch Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$191 Million
Technology: $66.6 Million
Healthcare: $40.1 Million
Industrials: $30.2 Million
Financial Services: $24.8 Million
Energy: $11.5 Million
Communication Services: $8.8 Million
ETFs: $3.95 Million
Consumer Cyclical: $3.79 Million
Other: $1.14 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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