Long-term investor
Birch Capital Management, LLC @birchcapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799859).
Record
- Tracked since 2025-06-30 (441 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.9% · all +3.9%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GWW · 9.4% · long · since 2025-06-30
- AAPL · 8.8% · long · since 2025-06-30
- MSFT · 5.8% · long · since 2025-06-30
- GOOG · 5.1% · long · since 2025-06-30
- AMGN · 4.5% · long · since 2025-06-30
- TSM · 4.4% · long · since 2025-06-30
- NVO · 3.9% · long · since 2025-06-30
- CSCO · 3.5% · long · since 2025-06-30
- FDX · 3.5% · long · since 2025-06-30
- SCHW · 3.4% · long · since 2025-06-30
- UPS · 3.3% · long · since 2025-06-30
- EPD · 3.0% · long · since 2025-06-30