Institutional Fund
Birch Financial Group, LLC
Keene, NHCIK 20835926 filings on record
Portfolio Value
$171.19M
Q1 2026
Holdings
136
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-2.4%
from $175.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Express Co11.1%
- Berkshire Hathaway Inc Del8.4%
- Vanguard Index Fds6.0%
- Apple Inc3.8%
- Berkshire Hathaway Inc Del3.2%
- Home Depot Inc2.7%
- Other64.8%
Portfolio Holdings
136 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Express Co | 62.7K | $18.97M | 11.1% | +702 | Added |
| 2 | Berkshire Hathaway Inc Del | 20 | $14.36M | 8.4% | 0 | Held |
| 3 | Vanguard Index Fds | 17.2K | $10.29M | 6.0% | +2.7K | Added |
| 4 | Apple Inc | 25.7K | $6.51M | 3.8% | −11 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 11.6K | $5.54M | 3.2% | −458 | Reduced |
| 6 | Home Depot Inc | 14.0K | $4.59M | 2.7% | +11 | Added |
| 7 | Ameriprise Finl Inc | 10.2K | $4.51M | 2.6% | +3 | Added |
| 8 | General Dynamics Corp | 12.3K | $4.20M | 2.5% | 0 | Held |
| 9 | Microsoft Corp | 10.3K | $3.82M | 2.2% | +739 | Added |
| 10 | Vanguard Tax-Managed Fds | 57.0K | $3.65M | 2.1% | +1.5K | Added |
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