Long-term investor

Birchbrook, Inc. @birchbrookinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002071468).

Record

  • Tracked since 2025-06-30 (454 days), 23 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +961.6% · all +961.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92206C706 · 15.8% · long · since 2025-06-30
  • 464288638 · 12.0% · long · since 2025-06-30
  • 921943858 · 6.4% · long · since 2025-06-30
  • 46434G103 · 5.0% · long · since 2025-06-30
  • 922908363 · 4.0% · long · since 2025-09-30
  • 464287507 · 3.9% · long · since 2025-06-30
  • 464287804 · 3.6% · long · since 2025-06-30
  • 464287432 · 3.5% · long · since 2025-06-30
  • 46429B697 · 3.2% · long · since 2025-06-30
  • 808524508 · 2.5% · long · since 2025-06-30
  • 78468R531 · 1.6% · long · since 2025-06-30
  • AAPL · 1.6% · long · since 2025-06-30

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