account_balance

Investment manager · 13F filer · SEC CIK 1799859

Birch Capital Management, LLC

Reported value$213Mas of Sep 30, 2026
Positions82 6 new, 3 sold out
Top 10 weight52.7%AAPL alone is 10%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 9.6% HeldGWW W.W. Grainger, Inc. 8.3% HeldMSFT Microsoft Corp 7.7% HeldAMGN Amgen Inc 5.0% HeldGOOG Alphabet Inc. 4.8% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% Trimmed −2%SCHW Charles Schwab Corp 3.7% Added +9%FDS FactSet Research Systems Inc 3.3% Added +9%ACN Accenture PLC 3.3% Added +9%FDX FedEx Corp 3.1% HeldCSCO Cisco Systems, Inc. 3.1% HeldNVO Novo Nordisk A/S 3.1% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist