§ 13F · FUND PROFILE
Birch Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195.3T (13F)Positions · 80Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$63.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 68K | $18.4T | 9.2% | −1% |
| 2 | MSFT | MICROSOFT CORP COM | 32K | $15.4T | 7.7% | ±0% |
| 3 | GWW | WW GRAINGER INC COM | 14K | $14.5T | 7.3% | ±0% |
| 4 | GOOG | ALPHABET INC CAP STK CL C | 30K | $9.5T | 4.7% | −2% |
| 5 | AMGN | AMGEN INC COM | 25K | $8.1T | 4.0% | −1% |
| 6 | NVO | NOVO-NORDISK A S ADR | 159K | $8.1T | 4.0% | ±0% |
| 7 | FDX | FEDEX CORP COM | 28K | $8.0T | 4.0% | +15% |
| 8 | SPGI | S&P GLOBAL INC COM | 14K | $7.5T | 3.8% | ±0% |
| 9 | COR | CENCORA INC COM | 21K | $7.1T | 3.5% | −4% |
| 10 | SCHW | SCHWAB CHARLES CORP COM | 70K | $7.0T | 3.5% | −2% |
§ 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 $195259.8 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed