Back to funds
View filing
BIRCH FINANCIAL GROUP, LLC
hedge fundUpdated 9 days agoManaged by Birch Financial Group, Llc • Latest filing Q3 2026
Portfolio value
$213.7M
Q3 2026
Filings
8
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
65.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 8 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $88.9M |
| Q1 2025 | $112.3M |
| Q2 2025 | $125M |
| Q3 2025 | $169.8M |
| Q4 2025 | $175.4M |
| Q1 2026 | $171.2M |
| Q2 2026 | $194.5M |
| Q3 2026 | $213.7M |
Top holdings
1,075 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $18.9M | 62.1K | 8.83% | Trimmed(-0.0%) | |
| 2 | $14.9M | 20 | 6.99% | Unchanged | |
| 3 | $14.4M | 20.5K | 6.73% | Trimmed(-3.3%) | |
| 4 | $8.9M | 26.8K | 4.17% | Added(+4.8%) | |
| 5 | $5.3M | 10.3K | 2.48% | Added(+4.8%) | |
| 6 | $5.3M | 74.9K | 2.47% | Trimmed(-0.6%) | |
| 7 | $5M | 10.1K | 2.34% | Unchanged | |
| 8 | $4.4M | 32.4K | 2.06% | Trimmed(-1.2%) | |
| 9 | $4.1M | 8.3K | 1.93% | Trimmed(-28.7%) | |
| 10 | $4.1M | 16.1K | 1.92% | Trimmed(-0.3%) | |
| 11 | $4.1M | 12.3K | 1.90% | Added(+0.0%) | |
| 12 | $4M | 14.0K | 1.86% | Trimmed(-0.4%) | |
| 13 | $3.8M | 14.5K | 1.79% | Trimmed(-0.9%) | |
| 14 | $3.6M | 4.1K | 1.71% | Added(+1.8%) | |
| 15 | $3.4M | 13.7K | 1.60% | Added(+11.9%) | |
| 16 | $3.2M | 13.9K | 1.49% | Added(+27.7%) | |
| 17 | $3.2M | 61.1K | 1.48% | Added(+0.8%) | |
| 18 | $3M | 55.9K | 1.42% | Trimmed(-0.3%) | |
| 19 | $3M | 8.8K | 1.40% | Added(+16.7%) | |
| 20 | $2.9M | 36.1K | 1.37% | Added(+1.8%) |