Titelia

Holdings of BIRCHBROOK, INC.

254 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.6 % of the equity sleeve

Sector breakdown

  • Funds 15.4 %
  • Technology 7.3 %
  • Health care 4.2 %
  • Industrials 3.6 %
  • Financials 3.6 %
  • Communication 3.5 %
  • Consumer staples 2.7 %
  • Consumer discretionary 2.3 %
  • Energy 1.5 %
  • Utilities 0.2 %
  • Materials 0.1 %
  • Unattributed 55.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %
  • NL 0.0 %
  • MX 0.0 %
  • GB 0.0 %
  • AU 0.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US248192M $99.88 %
2TW1128.8K $0.07 %
3NL139.6K $0.02 %
4MX130.6K $0.02 %
5GB120.1K $0.01 %
6AU16.8K $0.00 %
7CA1220 $0.00 %

Positions

RankCompanySharesValueWeight
201WP Carey Inc 805.4K $
202GRAIL Inc 1005.2K $
203Mastercard Inc 105K $
204CMS Energy Corp 584.5K $
205Vanguard Index Funds 204.3K $
206Vanguard Index Funds 144.2K $
207Intercontinental Exchange Inc 274.2K $
208Reinsurance Group of America Inc 193.9K $
209Schwab Strategic Trust 713.7K $
210BlackLine Inc 1003.7K $
211iShares Trust 373.5K $
212Devon Energy Corp 683.4K $
213Apple Hospitality REIT Inc 2823.2K $
214Hyperfine Inc 3,0003.2K $
215Nucor Corp 193.2K $
216Schwab U.S. Aggregate Bond ETF 1313K $
217Comcast Corp 1043K $
218Weyerhaeuser Co 1172.9K $
219Fluor Corp 602.8K $
220Once Upon a Farm PBC 1662.7K $
221AdvanSix Inc 1052.6K $
222Oklo Inc 502.5K $
223Polaris Inc 452.5K $
224Old National Bancorp/IN 1042.3K $
225iShares Biotechnology ETF 122K $
226Airbnb Inc 151.9K $
227AeroVironment Inc 101.8K $
228Advanced Micro Devices Inc 81.6K $
229J P Morgan Exchange Traded Fund Trust 281.6K $
230IonQ Inc 401.2K $
231D-Wave Quantum Inc 65938 $
232Direxion Shares ETF Trust 18863 $
233Southwest Airlines Co 19714 $
234First Trust Intermediate Duration Preferred & Income Fund 40706 $
235NuScale Power Corp 60651 $
236Vanguard Total International S 7575 $
237WW Grainger Inc 1562 $
238IDEX Corp 2447 $
239PTC Inc 3385 $
240J P Morgan Exchange Traded Fund Trust 5324 $
241DoorDash Inc 2301 $
242General Motors Co 4298 $
243Phinia Inc 4294 $
244Tilray Brands Inc 34220 $
245Resideo Technologies Inc 5169 $
246Versant Media Group Inc 4149 $
247NRG Energy Inc 1147 $
248iShares Global Infrastructure ETF 2134 $
249Rocket Lab Corp 2129 $
250Paramount Skydance Corp. 14127 $
251Kyndryl Holdings Inc 8105 $
252Garrett Motion Inc 356 $
253Carlyle Group Inc/The 5351 $
254Intuit Inc 11 $