Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Birch Capital Management, LLC (CIK 1799859) reported $190.8M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($16.2M, 8.48%), GWW ($15.6M, 8.17%), MSFT ($11.7M, 6.13%), FDX ($9.8M, 5.15%), AMGN ($8.8M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $16.2M | 8.48% | 63,779 | Trimmed |
| 2 | GWW | WW GRAINGER INC COM | $15.6M | 8.17% | 14,303 | Trimmed |
| 3 | MSFT | MICROSOFT CORP COM | $11.7M | 6.13% | 31,610 | Trimmed |
| 4 | FDX | FEDEX CORP COM | $9.8M | 5.15% | 27,582 | Trimmed |
| 5 | AMGN | AMGEN INC COM | $8.8M | 4.59% | 24,875 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $8.6M | 4.49% | 29,878 | Trimmed |
| 7 | SCHW | SCHWAB CHARLES CORP COM | $6.6M | 3.48% | 70,633 | Added |
| 8 | ABC | CENCORA INC COM | $6.5M | 3.41% | 20,720 | Trimmed |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $6.5M | 3.41% | 171,751 | Trimmed |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6.3M | 3.32% | 18,738 | Trimmed |
| 11 | RMD | RESMED INC COM | $6.1M | 3.18% | 27,009 | Added |
| 12 | NVO | NOVO-NORDISK A S ADR | $6.0M | 3.12% | 162,142 | Added |
| 13 | SPGI | S&P GLOBAL INC COM | $6.0M | 3.12% | 14,002 | Trimmed |
| 14 | UPS | UNITED PARCEL SVCS INC CL B | $5.1M | 2.69% | 52,107 | Added |
| 15 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5.0M | 2.60% | 25,005 | Added |
| 16 | CSCO | CISCO SYS INC COM | $4.8M | 2.49% | 61,277 | Added |
| 17 | CAH | CARDINAL HEALTH INC COM | $4.7M | 2.46% | 22,227 | Trimmed |
| 18 | ICE | INTERCONTINENTAL EXCHANGE INC COM | $4.6M | 2.43% | 29,426 | Hold |
| 19 | G | GENPACT LIMITED SHS | $4.2M | 2.19% | 112,398 | Added |
| 20 | INFY | INFOSYS LTD SPONSORED ADR | $3.5M | 1.86% | 262,702 | Trimmed |
| 21 | FDS | FACTSET RESH SYS INC COM | $3.4M | 1.80% | 15,848 | Added |
| 22 | SNA | SNAP ON INC COM | $2.6M | 1.37% | 7,197 | Added |
| 23 | CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $2.3M | 1.22% | 37,826 | Added |
| 24 | ITW | ILLINOIS TOOL WKS INC COM | $2.2M | 1.17% | 8,575 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON COM | $2.1M | 1.09% | 8,484 | Added |
Source: SEC Form 13F filings · as of 2026-03-31