Notify me when Birch Capital Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 77 | $200,485,915 | +$4,288,329 | -$7,368,502 | -$3,080,173 | AAPL, MSFT, GWW, GOOG, AMGN | 13F-HR | 02 Feb 2026, 17:55 |
| Q3 2025 | 76 | $195,961,455 | +$6,610,407 | -$6,220,230 | +$390,177 | AAPL, MSFT, GWW, RMD, NVO | 13F-HR | 27 Oct 2025, 11:00 |
| Q2 2025 | 80 | $195,259,823 | +$1,759,222 | -$2,964,361 | -$1,205,139 | MSFT, GWW, AAPL, NVO, RMD | 13F-HR | 24 Jul 2025, 13:03 |
| Q1 2025 | 82 | $192,309,404 | +$2,597,350 | -$4,429,977 | -$1,832,627 | AAPL, GWW, MSFT, NVO, RMD | 13F-HR | 16 Apr 2025, 10:52 |
| Q4 2024 | 84 | $198,683,885 | +$9,094,419 | -$10,623,919 | -$1,529,500 | AAPL, GWW, MSFT, NVO, RMD | 13F-HR | 07 Jan 2025, 13:31 |
| Q3 2024 | 85 | $204,677,153 | +$6,152,129 | -$2,390,674 | +$3,761,455 | AAPL, NVO, GWW, MSFT, SPGI | 13F-HR | 15 Oct 2024, 11:22 |
| Q2 2024 | 86 | $192,367,622 | +$7,962,925 | -$7,693,336 | +$269,589 | NVO, AAPL, MSFT, GWW, AMGN | 13F-HR | 08 Jul 2024, 15:12 |
| Q1 2024 | 89 | $192,470,681 | +$11,812,770 | -$5,649,943 | +$6,162,827 | NVO, GWW, MSFT, AAPL, SPGI | 13F-HR | 11 Apr 2024, 16:38 |
| Q4 2023 | 92 | $174,228,776 | +$6,855,156 | -$6,744,574 | +$110,582 | NVO, AAPL, GWW, MSFT, SPGI | 13F-HR | 24 Jan 2024, 08:58 |
| Q3 2023 | 98 | $158,021,757 | +$10,545,875 | -$4,205,419 | +$6,340,456 | NVO, AAPL, GWW, MSFT, AMGN | 13F-HR | 11 Oct 2023, 17:47 |
| Q2 2023 | 102 | $164,560,835 | +$5,232,252 | -$4,423,923 | +$808,329 | AAPL, NVO, GWW, MSFT, SPGI | 13F-HR | 12 Jul 2023, 12:48 |
| Q1 2023 | 99 | $155,301,704 | +$3,803,314 | -$3,304,707 | +$498,607 | AAPL, NVO, GWW, MSFT, UPS | 13F-HR | 10 Apr 2023, 09:49 |
| Q4 2022 | 106 | $145,301,404 | +$7,346,456 | -$5,599,070 | +$1,747,386 | NVO, AAPL, GWW, MSFT, CVS | 13F-HR | 06 Feb 2023, 09:47 |
| Q3 2022 | 15 | $109,110 | $0 | $0 | $0 | IEFA, IWM, GLD, LOW, JBHT | New Holdings | 30 Mar 2023, 10:45 |
| Q3 2022 | 107 | $132,489,526 | +$4,849,566 | -$2,479,730 | +$2,369,836 | AAPL, NVO, GWW, CVS, MSFT | Restatement | 30 Mar 2023, 10:01 |
| Q2 2022 | 102 | $138,050,110 | +$3,543,551 | -$4,266,374 | -$722,823 | AAPL, NVO, MSFT, GWW, CVS | Restatement | 30 Mar 2023, 12:59 |
| Q1 2022 | 85 | $162,572,000 | +$4,052,702 | -$2,916,771 | +$1,135,931 | AAPL, MSFT, NVO, GWW, CVS | 13F-HR | 04 Apr 2022, 18:59 |
| Q4 2021 | 84 | $166,783,000 | +$1,960,089 | -$2,178,109 | -$218,020 | AAPL, MSFT, NVO, GWW, SPGI | 13F-HR | 06 Jan 2022, 17:28 |
| Q3 2021 | 82 | $147,270,000 | +$2,963,012 | -$3,421,864 | -$458,852 | AAPL, MSFT, NVO, SPGI, RMD | 13F-HR | 04 Oct 2021, 18:22 |
| Q2 2021 | 81 | $147,362,000 | +$2,648,178 | -$3,851,095 | -$1,202,917 | AAPL, MSFT, GWW, SPGI, NVO | 13F-HR | 27 Jul 2021, 18:21 |
| Q1 2021 | 82 | $135,888,000 | +$3,739,338 | -$2,734,543 | +$1,004,795 | AAPL, GWW, MSFT, SPGI, NVO | 13F-HR | 05 Apr 2021, 12:14 |
| Q4 2020 | 82 | $131,062,000 | +$8,803,764 | -$2,151,222 | +$6,652,542 | AAPL, GWW, MSFT, NVO, SPGI | 13F-HR | 02 Feb 2021, 11:45 |
| Q3 2020 | 91 | $115,041,000 | +$8,435,773 | -$1,907,384 | +$6,528,389 | AAPL, GWW, MSFT, SPGI, NVO | 13F-HR | 06 Oct 2020, 12:03 |
| Q2 2020 | 82 | $106,768,000 | +$3,402,251 | -$1,523,944 | +$1,878,307 | AAPL, MSFT, GWW, SPGI, NVO | 13F-HR | 01 Jul 2020, 18:13 |
| Q1 2020 | 85 | $86,857,000 | +$3,649,020 | -$3,340,651 | +$308,369 | AAPL, NVO, MSFT, GWW, SPGI | 13F-HR | 02 Apr 2020, 16:37 |
| Q4 2019 | 81 | $102,050,000 | $0 | $0 | $0 | AAPL, GWW, SPGI, NVO, MSFT | 13F-HR | 24 Jan 2020, 17:41 |