Birch Financial Group, LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$84.4B
Holdings
1,646
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Held since at least Q1 2024
4.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +7.7% (9.6k → 10.3k shares)
3.2%
03
$AAPL
APPLE INC
Q4 2025: Sold 8.5% (28.1k → 25.7k shares)
3.0%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 15.9% (12.7k → 10.7k shares)
2.9%
05
$TD
TORONTO DOMINION BK ONT
Q3 2025: Sold 30.1% (4.1k → 2.8k shares)
2.9%
06
$SPY
SPDR S&P 500 ETF TR
Q4 2025: Increased +12.8% (955 → 1.1k shares)
2.5%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +7.6% (2.8k → 3.1k shares)
2.4%
08
$SHOP
SHOPIFY INC
Q1 2026: Sold 6.0% (6.1k → 5.7k shares)
1.9%
09
$AMZN
AMAZON COM INC
Q1 2026: Sold 1.6% (14.2k → 14.0k shares)
1.8%
10
$AEM
AGNICO EAGLE MINES LTD
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.