Universe · entity
Birch Capital Management, LLC
Institutional manager (13F) · CIK 1799859
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $187M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $16M | 63,779 |
| 2 | WW GRAINGER INC COM | $16M | 14,303 |
| 3 | MICROSOFT CORP COM | $12M | 31,610 |
| 4 | FEDEX CORP COM | $10M | 27,582 |
| 5 | AMGEN INC COM | $9M | 24,875 |
| 6 | ALPHABET INC CAP STK CL C | $9M | 29,878 |
| 7 | SCHWAB CHARLES CORP COM | $7M | 70,633 |
| 8 | CENCORA INC COM | $7M | 20,720 |
| 9 | ENTERPRISE PRODS PARTNERS L P COM | $6M | 171,751 |
| 10 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $6M | 18,738 |
| 11 | RESMED INC COM | $6M | 27,009 |
| 12 | NOVO-NORDISK A S ADR | $6M | 162,142 |
| 13 | S&P GLOBAL INC COM | $6M | 14,002 |
| 14 | UNITED PARCEL SVCS INC CL B | $5M | 52,107 |
| 15 | ACCENTURE PLC IRELAND SHS CLASS A | $5M | 25,005 |
| 16 | CISCO SYS INC COM | $5M | 61,277 |
| 17 | CARDINAL HEALTH INC COM | $5M | 22,227 |
| 18 | INTERCONTINENTAL EXCHANGE INC COM | $5M | 29,426 |
| 19 | GENPACT LIMITED SHS | $4M | 112,398 |
| 20 | INFOSYS LTD SPONSORED ADR | $4M | 262,702 |
| 21 | FACTSET RESH SYS INC COM | $3M | 15,848 |
| 22 | SNAP ON INC COM | $3M | 7,197 |
| 23 | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $2M | 37,826 |
| 24 | ILLINOIS TOOL WKS INC COM | $2M | 8,575 |
| 25 | JOHNSON & JOHNSON COM | $2M | 8,484 |
| 26 | MPLX LP COM UNIT REP LTD | $2M | 35,627 |
| 27 | GENUINE PARTS CO COM | $2M | 18,649 |
| 28 | Corpay, Inc. | $2M | 6,724 |
| 29 | WATSCO INC COM | $2M | 5,103 |
| 30 | FISERV INC COM | $2M | 28,850 |
| 31 | UNITEDHEALTH GROUP INC COM | $2M | 5,681 |
| 32 | ONEOK INC NEW COM | $1M | 15,526 |
| 33 | ANTERO MIDSTREAM CORP COM | $1M | 59,474 |
| 34 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1M | 13,151 |
| 35 | VISA INC COM CL A | $1M | 4,322 |
| 36 | WILLIAMS COS INC COM | $1M | 17,355 |
| 37 | NVIDIA CORPORATION COM | $1M | 6,486 |
| 38 | JPMORGAN ULTRA-SHORT INCOME ETF | $1M | 20,985 |
| 39 | CHENIERE ENERGY PARTNERS L P COM UNIT | $1M | 16,060 |
| 40 | ABBVIE INC COM | $1M | 4,614 |
| 41 | BECTON DICKINSON & CO COM | $936k | 5,952 |
| 42 | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $931k | 12,592 |
| 43 | ALPHABET INC CAP STK CL A | $868k | 3,020 |
| 44 | VERISIGN INC COM | $846k | 3,408 |
| 45 | ORACLE CORP COM | $632k | 4,296 |
| 46 | PRICE T ROWE GROUP INC COM | $602k | 6,684 |
| 47 | AUTOZONE INC COM | $551k | 163 |
| 48 | AMAZON COM INC COM | $350k | 1,680 |
| 49 | ENBRIDGE INC COM | $342k | 6,320 |
| 50 | NETFLIX INC. COM | $337k | 3,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.