13FBOX
Birch Capital Management, LLC · 13F Holdings
Options Calculator Rankings

Birch Capital Management, LLC

No.7339 Data as of 2026Q2
Latest AUM (Q2 2026)
$188.0M
QoQ Change Q1 2026
-$2.8M-1.5%
Holdings
78
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
78
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
8.61%8.48%$16.2M63,779$16.2M63,77900.00%Unchanged
WW GRAINGER INCGWW
8.3%8.17%$15.6M14,303$15.6M14,30300.00%Unchanged
MICROSOFT CORPMSFT
6.22%6.13%$11.7M31,610$11.7M31,61000.00%Unchanged
FEDEX CORPFDX
5.22%5.15%$9.8M27,582$9.8M27,58200.00%Unchanged
AMGEN INC COMAMGN
4.65%4.59%$8.8M24,875$8.8M24,87500.00%Unchanged
AAlphabet Inc Class CGOOG
4.56%4.49%$8.6M29,878$8.6M29,87800.00%Unchanged
SCHWAB CHARLES CORPSCHW
3.53%3.48%$6.6M70,633$6.6M70,63300.00%Unchanged
CENCORA INCCOR
3.46%3.41%$6.5M20,720$6.5M20,72000.00%Unchanged
ENTERPRISE PRODS PARTNERS LEPD
3.46%3.41%$6.5M171,751$6.5M171,75100.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
3.37%3.32%$6.3M18,738$6.3M18,73800.00%Unchanged
RESMED INCRMD
3.22%3.18%$6.1M27,009$6.1M27,00900.00%Unchanged
NOVO-NORDISK A SNVO
3.17%3.12%$6.0M162,142$6.0M162,14200.00%Unchanged
S&P GLOBAL INCSPGI
3.17%3.12%$6.0M14,002$6.0M14,00200.00%Unchanged
UNITED PARCEL SVCS INCUPS
2.73%2.69%$5.1M52,107$5.1M52,10700.00%Unchanged
CISCO SYS INCCSCO
2.53%2.49%$4.8M61,277$4.8M61,27700.00%Unchanged
CARDINAL HEALTH INCCAH
2.5%2.46%$4.7M22,227$4.7M22,22700.00%Unchanged
INTERCONTINENTAL EXCHANGE INC COMICE
2.46%2.43%$4.6M29,426$4.6M29,42600.00%Unchanged
GGENPACT LIMITEDG
2.23%2.19%$4.2M112,398$4.2M112,39800.00%Unchanged
INFOSYS LTDINFY
1.89%1.86%$3.5M262,702$3.5M262,70200.00%Unchanged
FFACTSET RESH SYS INCFDS
1.83%1.8%$3.4M15,848$3.4M15,84800.00%Unchanged
ACCENTURE PLC IRELANDACN
1.65%2.6%$3.1M25,005$5.0M25,00500.00%Unchanged
SNAP ON INCSNA
1.39%1.37%$2.6M7,197$2.6M7,19700.00%Unchanged
ILLINOIS TOOLITW
1.19%1.17%$2.2M8,575$2.2M8,57500.00%Unchanged
JOHNSON & JOHNSONJNJ
1.1%1.09%$2.1M8,484$2.1M8,48400.00%Unchanged
MMPLX LPFFUT
1.08%1.07%$2.0M35,627$2.0M35,62700.00%Unchanged
Genuine Parts Co ComGPC
1.05%1.03%$2.0M18,649$2.0M18,64900.00%Unchanged
CORPAY INCCPAY
1.04%1.03%$2.0M6,724$2.0M6,72400.00%Unchanged
WWATSCO INCWSO
0.99%0.97%$1.9M5,103$1.9M5,10300.00%Unchanged
FFISERV INCFISV
0.86%0.84%$1.6M28,850$1.6M28,85000.00%Unchanged
UNITEDHEALTH GROUP INCUNH
0.82%0.81%$1.5M5,681$1.5M5,68100.00%Unchanged
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.78%1.22%$1.5M37,826$2.3M37,82600.00%Unchanged
ONEOK INC NEWOKE
0.75%0.74%$1.4M15,526$1.4M15,52600.00%Unchanged
ANTERO MIDSTREAM CORPAM
0.72%0.71%$1.4M59,474$1.4M59,47400.00%Unchanged
PPIMCO ETF TRMINT
0.7%0.69%$1.3M13,151$1.3M13,15100.00%Unchanged
VISA INCV
0.69%0.68%$1.3M4,322$1.3M4,32200.00%Unchanged
WILLIAMS COS INCWMB
0.67%0.66%$1.3M17,355$1.3M17,35500.00%Unchanged
NVIDIA CORPORATIONNVDA
0.6%0.59%$1.1M6,486$1.1M6,48600.00%Unchanged
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.56%0.56%$1.1M20,985$1.1M20,98500.00%Unchanged
CCHENIERE ENERGY PARTNERS LP COM UNITCQP
0.55%0.54%$1.0M16,060$1.0M16,06000.00%Unchanged
ABBVIE INCABBV
0.53%0.53%$1.0M4,614$1.0M4,61400.00%Unchanged
BBECTON DICKINSON & CO COMBDX
0.5%0.49%$935,8335,952$935,8335,95200.00%Unchanged
GGLOBAL X FDSMLPX
0.5%0.49%$931,05212,592$931,05212,59200.00%Unchanged
ALPHABET INCGOOGL
0.46%0.46%$868,4313,020$868,4313,02000.00%Unchanged
VERISIGN INCVRSN
0.45%0.44%$846,4113,408$846,4113,40800.00%Unchanged
ORACLE CORPORCL
0.34%0.33%$631,9854,296$631,9854,29600.00%Unchanged
PRICE T ROWE GROUP INC COMTROW
0.32%0.32%$602,4966,684$602,4966,68400.00%Unchanged
AUTOZONE INCAZO
0.29%0.29%$550,578163$550,57816300.00%Unchanged
AMAZON COM INCAMZN
0.19%0.18%$349,8941,680$349,8941,68000.00%Unchanged
ENBRIDGE INCENB
0.18%0.18%$342,1656,320$342,1656,32000.00%Unchanged
NETFLIX INCNFLX
0.18%0.18%$336,5253,500$336,5253,50000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow