Arkolith/Funds/Birchbrook, Inc.

Birchbrook, Inc.

CIK 2071468
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Birchbrook, Inc. holds a focused book of 304 stocks worth $213.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Vanguard Intermediate-Term T. Their largest long position is Vanguard Intermediate-Term T at 16% of the equity book.

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Use Arkolith to show BIRCHBROOK, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
51
existing
Trimmed
68
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
60%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
12%
Financials
4%
Consumer Discretionary
3%
Health Care
3%
Industrials
2%
Energy
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

304 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INTER TERM TREAS
$33.7M571.0K
15.8%
−2.6%
Reduced · −15K sh
2Ishares TR
ISHS 5-10YR INVT
$25.6M481.4K
12.0%
+3.2%
Added · +15K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$13.5M190.1K
6.4%
−3.1%
Reduced · −6K sh
4Ishares Inc
CORE MSCI EMKT
$10.7M129.4K
5.0%
−5.5%
Reduced · −8K sh
5Vanguard Index FDS
S&P 500 ETF SHS
$8.4M12.3K
4.0%
+5.0%
Added · +588 sh
6Ishares TR
CORE S&P MCP ETF
$8.3M107.8K
3.9%
−3.0%
Reduced · −3K sh
7Ishares TR
CORE S&P SCP ETF
$7.7M52.0K
3.6%
−2.5%
Reduced · −1K sh
8Ishares TR
20 YR TR BD ETF
$7.5M86.8K
3.5%
+3.7%
Added · +3K sh
9Ishares TR
MSCI USA MIN ETF
$6.8M70.5K
3.2%
−2.5%
Reduced · −2K sh
10Schwab Strategic TR
US MID-CAP ETF
$5.4M145.6K
2.5%
−6.7%
Reduced · −11K sh
11SPDR Series Trust
SPDR S&P 500 ESG
$3.5M47.4K
1.6%
−1.2%
Reduced · −575 sh
12Apple Inc
COM
$3.3M11.6K
1.6%
−11%
Reduced · −2K sh
13Alphabet Inc
CAP STK CL A
$3.3M9.2K
1.5%
−13%
Reduced · −1K sh
14Amazon Com Inc
COM
$3.3M13.7K
1.5%
−4.0%
Reduced · −566 sh
15Schwab Strategic TR
US LCAP GR ETF
$3.2M94.0K
1.5%
+2.1%
Added · +2K sh
16Microsoft Corp
COM
$2.9M7.9K
1.4%
+11%
Added · +769 sh
17JPMorgan Chase & Co
COM
$2.7M8.2K
1.3%
−7.8%
Reduced · −693 sh
18Idexx Labs Inc
COM
$2.4M4.5K
1.1%
−0.8%
Reduced · −37 sh
19Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.2M38.0K
1.0%
+1.8%
Added · +675 sh
20Nvidia Corporation
COM
$2.1M10.6K
1.0%
−3.8%
Reduced · −422 sh
21International Business Machs
COM
$2.1M7.4K
1.0%
−0.9%
Reduced · −71 sh
22Vanguard Index FDS
TOTAL STK MKT
$2.1M5.6K
1.0%
−1.7%
Reduced · −94 sh
23Ishares TR
ESG AW MSCI EAFE
$2.0M19.6K
0.9%
~0%
Added · +7 sh
24Meta Platforms Inc
CL A
$1.8M3.2K
0.8%
−2.3%
Reduced · −76 sh
25Schwab Strategic TR
US LRG CAP ETF
$1.7M58.7K
0.8%
−12%
Reduced · −8K sh
26Ishares TR
ESG AWRE USD ETF
$1.7M74.2K
0.8%
+2.8%
Added · +2K sh
27Walmart Inc
COM
$1.7M15.1K
0.8%
−8.7%
Reduced · −1K sh
28Berkshire Hathaway Inc Del
CL B NEW
$1.7M3.4K
0.8%
−8.6%
Reduced · −318 sh
29Crowdstrike Hldgs Inc
CL A
$1.4M1.8K
0.7%
New
New position
30Fortinet Inc
COM
$1.3M8.2K
0.6%
−49%
Reduced · −8K sh
31Palo Alto Networks Inc
COM
$1.2M3.6K
0.6%
21×
Added · +3K sh
32Exxon Mobil Corp
COM
$1.2M8.9K
0.6%
−7.6%
Reduced · −727 sh
33Select Sector SPDR TR
ST STR CARE ETF
$1.2M7.5K
0.6%
−19%
Reduced · −2K sh
34Robinhood MKTS Inc
COM CL A
$1.2M11.7K
0.5%
New
New position
35Citigroup Inc
COM NEW
$1.1M8.0K
0.5%
−50%
Reduced · −8K sh
36Ishares TR
ESG AWRE 1 5 YR
$1.1M43.6K
0.5%
+4.5%
Added · +2K sh
37Ishares TR
ESG SELECT SCRE
$1.1M20.7K
0.5%
−0.1%
Reduced · −31 sh
38Uber Technologies Inc
COM
$984K13.6K
0.5%
+2.9%
Added · +380 sh
39Pepsico Inc
COM
$923K6.8K
0.4%
−26%
Reduced · −2K sh
40Johnson & Johnson
COM
$911K3.6K
0.4%
−27%
Reduced · −1K sh
41Disney Walt Co
COM
$910K9.5K
0.4%
−1.0%
Reduced · −93 sh
42Ishares Inc
ESG AWR MSCI EM
$906K16.6K
0.4%
−4.2%
Reduced · −719 sh
43Intel Corp
COM
$902K6.5K
0.4%
Held
44Waste Mgmt Inc Del
COM
$824K3.7K
0.4%
−4.9%
Reduced · −189 sh
45Salesforce Inc
COM
$810K5.2K
0.4%
−12%
Reduced · −691 sh
46Intuitive Surgical Inc
COM NEW
$797K2.0K
0.4%
+20%
Added · +329 sh
47ConocoPhillips
COM
$786K7.6K
0.4%
−4.1%
Reduced · −320 sh
48Iqvia Hldgs Inc
COM
$732K3.8K
0.3%
−6.0%
Reduced · −241 sh
49Lockheed Martin Corp
COM
$717K1.4K
0.3%
−11%
Reduced · −168 sh
50Servicenow Inc
COM
$688K6.9K
0.3%
New
New position
Showing 50 of 304 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026305$213.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026291$203.9M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026298$200.6M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025270$193.3M13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025276$186.6M13F-HR
Q1 2025Mar 31, 2025Jun 10, 2025301$178.0M13F-HR
Q4 2024Dec 31, 2024Jun 10, 2025329$175.9M13F-HR
Q3 2024Sep 30, 2024Jun 10, 2025301$180.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.