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Birch Financial Group, LLC

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValueShares% of portfolio
Tesla Inc—$311.0K6920.2%
Airbnb, Inc.—$304.4K2,2430.2%
Accenture plc—$302.8K1,1290.2%
XCEL ENERGY INC—$284.8K3,8560.2%
Affiliated Managers Group Inc—$284.0K9850.2%
Willis Towers Watson PLC—$275.1K8370.2%
Snowflake Inc.—$274.1K1,2500.2%
Exact Sciences Corp.—$270.2K2,6610.2%
TORONTO DOMINION BK ONT—$266.7K2,8310.2%
CORNING INC /NY—$262.0K2,9920.1%
KROGER CO—$260.0K4,1610.1%
CISCO SYSTEMS, INC.—$259.8K3,3730.1%
Elevance Health Inc—$247.7K7070.1%
US Foods Holding Corp.—$246.5K3,2730.1%
PROSHARES TR—$240.5K4,5620.1%
United Parcel Service Inc—$239.1K2,4110.1%
SCHWAB STRATEGIC TR—$236.1K8,6080.1%
LPL Financial Holdings Inc.—$233.8K6540.1%
O REILLY AUTOMOTIVE INC—$232.9K2,5530.1%
CenterPoint Energy Inc—$232.4K6,0620.1%
PUBLIC SERVICE ENTERPRISE GROUP INC—$230.7K2,8730.1%
WASTE MANAGEMENT INC—$229.4K1,0440.1%
ASCENDIS PHARMA A/S—$223.9K1,0500.1%
TEXAS INSTRUMENTS INC—$223.1K1,2860.1%
MercadoLibre, Inc.—$220.8K1100.1%
TJX Cos Inc/The—$220.2K1,4340.1%
FedEx Corp—$218.0K7550.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$217.4K6,7800.1%
KLA CORP—$213.5K1760.1%
INVESCO EXCH TRADED FD TR II—$211.0K8340.1%
Welltower, Inc.—$206.5K1,1130.1%
DIMENSIONAL ETF TRUST—$203.6K4,0650.1%
Axsome Therapeutics, Inc.—$200.3K1,0970.1%
AES CORP—$183.9K12,8230.1%
CLARIVATE PLC—$62.2K18,6350.0%
Biomea Fusion, Inc.BMEACommon Stock$17.4K14,0000.0%
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