Institutions / Birchbrook, Inc.
Birchbrook, Inc.
CIK 2071468 · Institution · as of Dec 31, 2025
Portfolio value
$200.56M
Positions
298
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 298 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $36.03M | 18.0% |
| iShares Tr | $23.20M | 11.6% |
| Vanguard Tax-Managed Fds | $12.42M | 6.2% |
| iShares Inc | $9.40M | 4.7% |
| iShares Tr | $7.22M | 3.6% |
| iShares MSCI UAE ETF | $7.00M | 3.5% |
| iShares MSCI UAE ETF | $6.99M | 3.5% |
| Schwab Strategic Tr | $6.50M | 3.2% |
| Schwab Strategic Tr | $4.78M | 2.4% |
| iShares Tr | $4.21M | 2.1% |
| Alphabet Inc. | $3.82M | 1.9% |
| Apple Inc. | $3.59M | 1.8% |
| Microsoft Corp | $3.53M | 1.8% |
| Amazon.com Inc | $3.37M | 1.7% |
| Idexx Laboratories Inc /De | $3.13M | 1.6% |
| JPMorgan Chase & Co | $2.95M | 1.5% |
| Schwab Strategic Tr | $2.92M | 1.5% |
| International Business Machines Corp | $2.21M | 1.1% |
| Meta Platforms Inc | $2.12M | 1.1% |
| Vanguard Scottsdale Fds | $2.09M | 1.0% |
| NVIDIA Corp | $2.04M | 1.0% |
| Citigroup Inc | $1.94M | 1.0% |
| iShares Tr | $1.90M | 0.9% |
| SPDR Series Trust | $1.89M | 0.9% |
| Vanguard Index Fds | $1.89M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.