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Birch Capital Management, LLC

78 holdingsFiling period: 2026-03-31Current AUM: $212.5Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1AAPLAPPLE INC COM63.8K$16.2M$19.7M9.27%-4,0522026-03-31
2GWWWW GRAINGER INC COM14.3K$15.6M$19.8M9.30%-1072026-03-31
3MSFTMICROSOFT CORP COM31.6K$11.7M$14.7M6.91%-1912026-03-31
4FDXFEDEX CORP COM27.6K$9.8M$8.5M3.99%-1882026-03-31
5AMGNAMGEN INC COM24.9K$8.8M$9.6M4.51%+1492026-03-31
6GOOGALPHABET INC CAP STK CL C29.9K$8.6M$10.7M5.01%-3302026-03-31
7SCHWSCHWAB CHARLES CORP COM70.6K$6.6M$7.4M3.50%+8922026-03-31
8CORCENCORA INC COM20.7K$6.5M$6.4M3.04%-2022026-03-31
9EPDENTERPRISE PRODS PARTNERS L P COM171.8K$6.5M$6.5M3.08%-6,0572026-03-31
10TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS18.7K$6.3M$7.6M3.56%-372026-03-31
11RMDRESMED INC COM27.0K$6.1M$5.7M2.68%+1102026-03-31
12NVONOVO-NORDISK A S ADR162.1K$6.0M$7.6M3.59%+3.6K2026-03-31
13SPGIS&P GLOBAL INC COM14.0K$6.0M$5.8M2.71%-4422026-03-31
14UPSUNITED PARCEL SVCS INC CL B52.1K$5.1M$5.4M2.56%+8.0K2026-03-31
15ACCENTURE PLC IRELAND SHS CLASS A25.0K$5.0M$5.0M2.33%+1.9K2026-03-31
16CSCOCISCO SYS INC COM61.3K$4.8M$7.1M3.34%+6982026-03-31
17CAHCARDINAL HEALTH INC COM22.2K$4.7M$5.1M2.41%-742026-03-31
18ICEINTERCONTINENTAL EXCHANGE INC COM29.4K$4.6M$4.5M2.11%--2026-03-31
19GENPACT LIMITED SHS112.4K$4.2M$4.2M1.97%+4012026-03-31
20INFYINFOSYS LTD SPONSORED ADR262.7K$3.5M$3.2M1.49%-2,8302026-03-31
21FDSFACTSET RESH SYS INC COM15.8K$3.4M$4.2M1.96%+4.2K2026-03-31
22SNASNAP ON INC COM7.2K$2.6M$3.0M1.39%+5482026-03-31
23CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A37.8K$2.3M$2.1M0.99%+1.1K2026-03-31
24ITWILLINOIS TOOL WKS INC COM8.6K$2.2M$2.5M1.16%-1962026-03-31
25JNJJOHNSON & JOHNSON COM8.5K$2.1M$2.2M1.02%+1032026-03-31
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