§ 13F · FUND PROFILE
Birch Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $196M (13F)Positions · 76Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$358K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 64K | $16M | 8.5% | −6% |
| 2 | GWW | WW GRAINGER INC COM | 14K | $16M | 8.2% | −1% |
| 3 | MSFT | MICROSOFT CORP COM | 32K | $12M | 6.1% | −1% |
| 4 | FDX | FEDEX CORP COM | 28K | $10M | 5.1% | −1% |
| 5 | AMGN | AMGEN INC COM | 25K | $9M | 4.6% | +1% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 30K | $9M | 4.5% | −1% |
| 7 | SCHW | SCHWAB CHARLES CORP COM | 71K | $7M | 3.5% | +1% |
| 8 | COR | CENCORA INC COM | 21K | $7M | 3.4% | −1% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L P COM | 172K | $6M | 3.4% | −3% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 19K | $6M | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCH SIGNAL
AC read
Birch Capital Management, LLC is a Other fund managing $196 million in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed