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BFG
Birch Financial Group Portfolio holdings
AUM
$195M
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.87%
1 Year Est. Return
+21.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88.9M
AUM Growth
–
Cap. Flow
+$89M
Cap. Flow
% of AUM
100.16%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$14.5M |
| 2 |
American Express
AXP
|
+$8.34M |
| 3 |
Ameriprise Financial
AMP
|
+$5.34M |
| 4 |
Apple
AAPL
|
+$5.29M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$4.81M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 42.32% |
| 2 | Technology | 18.08% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Healthcare | 5.58% |
| 5 | Communication Services | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ExxonMobil
XOM
$634B
| $387K | 0.44% |
+3,598
| New | +$421K |
|
52
iShares National Muni Bond ETF
MUB
$45.5B
| $375K | 0.42% |
+3,523
| New | +$379K |
|
53
Icon
ICLR
$12.7B
| $372K | 0.42% |
+1,772
| New | +$414K |
|
54
McDonald's
MCD
$195B
| $369K | 0.42% |
+1,274
| New | +$380K |
|
55
Bank of America
BAC
$442B
| $366K | 0.41% |
+8,319
| New | +$366K |
|
56
CoStar Group
CSGP
$12.3B
| $365K | 0.41% |
+5,097
| New | +$385K |
|
57
Schwab US TIPS ETF
SCHP
$16.3B
| $361K | 0.41% |
+13,982
| New | +$367K |
|
58
Globant
GLOB
$1.61B
| $354K | 0.4% |
+1,649
| New | +$360K |
|
59
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| $343K | 0.39% |
+13,102
| New | +$359K |
|
60
Union Pacific
UNP
$174B
| $334K | 0.38% |
+1,464
| New | +$347K |
|
61
Oracle
ORCL
$423B
| $332K | 0.37% |
+1,992
| New | +$354K |
|
62
Citigroup
C
$226B
| $325K | 0.37% |
+4,616
| New | +$311K |
|
63
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
| $319K | 0.36% |
+2,984
| New | +$327K |
|
64
Zoetis
ZTS
$30B
| $316K | 0.36% |
+1,938
| New | +$347K |
|
65
Verizon
VZ
$196B
| $309K | 0.35% |
+7,724
| New | +$326K |
|
66
Norfolk Southern
NSC
$75.1B
| $304K | 0.34% |
+1,295
| New | +$329K |
|
67
Coca-Cola
KO
$375B
| $303K | 0.34% |
+4,861
| New | +$317K |
|
68
Vanguard Total International Bond ETF
BNDX
$82.2B
| $297K | 0.33% |
+6,053
| New | +$303K |
|
69
UnitedHealth
UNH
$370B
| $296K | 0.33% |
+585
| New | +$332K |
|
70
Merck
MRK
$318B
| $294K | 0.33% |
+2,957
| New | +$305K |
|
71
Netflix
NFLX
$309B
| $274K | 0.31% |
+3,080
| New | +$254K |
|
72
Shift4
FOUR
$3.26B
| $271K | 0.31% |
+2,615
| New | +$260K |
|
73
AbbVie
ABBV
$435B
| $265K | 0.3% |
+1,494
| New | +$275K |
|
74
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
| $255K | 0.29% |
+3,237
| New | +$257K |
|
75
iShares MBS ETF
MBB
$39.1B
| $247K | 0.28% |
+2,696
| New | +$251K |
|
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Birch Financial Group's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Birch Financial Group, which disclosed 85 positions worth $88.9M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 21 shares worth $14.3M.
By sector, the portfolio is most concentrated in Financials at 42% of assets, followed by Technology and Consumer Discretionary.
- Birch Financial Group's largest Q4 2024 buy was Berkshire Hathaway Class A: 21 shares worth $14.3M.
- Birch Financial Group's ten largest holdings make up 59% of its $88.9M portfolio in Q4 2024.
- Birch Financial Group disclosed 85 positions in Q4 2024, its first 13F filing on record.
Based on Birch Financial Group's 13F filing for Q4 2024, filed 31 Oct 2025.