BC

Birch Capital Management, LLC

13F
Birch Capital Management, LLC
Last update 2025-04-16 82 Stocks (1 new)
Value $192.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(8.13%)GWW(7.59%)MSFT(6.40%)NVO(4.91%)RMD(4.28%)
Summary Stock Picks Current Portfolio
Birch Capital Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
70,416
15,641.5
-2.73%
8.130
-0.25%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
GWW
W.W. Grainger Inc
14,771
14,590.8
+0.09%
7.590
+0.01%
0.030
+3.86%
-1.39%
49,726.3
Industrial Distribution
MSFT
Microsoft Corp
32,776
12,303.8
-2.05%
6.400
-0.15%
0.000
+38.00%
+20.34%
3,755,441.4
Software
NVO
Novo Nordisk AS
135,994
9,443.4
+1.02%
4.910
+0.05%
0.000
+11.47%
-21.12%
296,728.9
Drug Manufacturers
RMD
ResMed Inc
36,783
8,233.9
+3.49%
4.280
+0.14%
0.030
+25.18%
+17.44%
39,208.2
Medical Devices & Instruments
AMGN
Amgen Inc
23,788
7,411.2
+9.41%
3.850
+0.33%
0.000
+10.77%
+19.28%
164,371.4
Drug Manufacturers
SPGI
S&P Global Inc
14,524
7,379.7
-1.26%
3.840
-0.05%
0.000
+11.22%
+4.35%
158,803.4
Capital Markets
COR
Cencora Inc
23,469
6,526.5
-0.04%
3.390
0%
0.010
+2.54%
+30.94%
56,784.5
Medical Distribution
G
Genpact Ltd
120,847
6,088.3
+5.93%
3.170
+0.18%
0.070
-2.93%
+7.37%
8,005.7
Software
ACN
Accenture PLC
19,132
5,969.9
+2.69%
3.100
+0.08%
0.000
+1.56%
-17.26%
178,733.8
Software

Birch Capital Management, LLC's Historical Top Holdings Breakdowns

Birch Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMGN
Amgen Inc
2025-03-31
Add
Add
+0.33%
●
258.59 ($295.3) 327.36
$305.69
3.52%
Add 9.41%
23,788
2,045
FDX
FedEx Corp
2025-03-31
Reduce
Reduce
-0.31%
●
230.33 ($259.24) 281.53
$231.70
-10.62%
Reduce -14.26%
13,331
-2,218
PEP
PepsiCo Inc
2025-03-31
Reduce
Reduce
-0.27%
●
142.64 ($148.84) 156.42
$146.04
-1.88%
Reduce -73.9%
1,245
-3,525
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.25%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -2.73%
70,416
-1,974
UPS
United Parcel Service Inc
2025-03-31
Add
Add
+0.22%
●
109.66 ($119.57) 136.26
$101.14
-15.41%
Add 7.96%
51,434
3,793
GPC
Genuine Parts Co
2025-03-31
Add
Add
+0.20%
●
115.91 ($120.31) 129.02
$133.31
10.81%
Add 20.91%
18,952
3,278
NKE
Nike Inc
2025-03-31
Reduce
Reduce
-0.18%
●
63.29 ($73.61) 81.72
$75.39
2.42%
Reduce -70.93%
2,021
-4,932
G
Genpact Ltd
2025-03-31
Add
Add
+0.18%
●
42.88 ($49.58) 55.54
$45.78
-7.66%
Add 5.93%
120,847
6,765
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.15%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -2.05%
32,776
-687
RMD
ResMed Inc
2025-03-31
Add
Add
+0.14%
●
219.7 ($233.45) 257.65
$267.40
14.54%
Add 3.49%
36,783
1,240

Birch Capital Management, LLC Total Holding History ($B)

To

Birch Capital Management, LLC's Asset Allocation

To

Birch Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Birch Capital Management, LLC's Hypothetical Growth since 2025-03-31

Birch Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Birch Capital Management, LLC's Holdings Heat Map

Size field:

Birch Capital Management, LLC's Holdings Bubble Chart

Birch Capital Management, LLC News

  • 1

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