Birch Capital Management, LLC - Portfolio Stock Holdings

Birch Capital Management, LLC disclosed 85 stock positions in a recent SEC 13F filing. $213,231,148 of stock holdings were filed, with the largest holdings including AAPL, GWW, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $235,465,388 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.