BIRCH CAPITAL MANAGEMENT LLC

Stock Holdings
Option Holdings
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Open
Closed
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
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AAPL
APPLE
70,416-1,974-2.73%
Created with Highcharts 10.1.0
$63.708.13%0.00%15,641,5072025-03-31
GWW
WW GRAINGER
14,771+13+0.09%
Created with Highcharts 10.1.0
$316.737.59%0.03%14,590,7592025-03-31
MSFT
MICROSOFT
32,776-687-2.05%
Created with Highcharts 10.1.0
$181.196.40%0.00%12,303,8252025-03-31
NVO
NOVO NORDISK A S
135,994+1,371+1.02%
Created with Highcharts 10.1.0
$28.234.91%0.00%9,443,4232025-03-31
RMD
RESMED
36,783+1,240+3.49%
Created with Highcharts 10.1.0
$170.264.28%0.03%8,233,8752025-03-31
AMGN
AMGEN
23,788+2,045+9.41%
Created with Highcharts 10.1.0
$235.203.85%0.00%7,411,1612025-03-31
SPGI
S&P GLOBAL
14,524-186-1.26%
Created with Highcharts 10.1.0
$259.363.84%0.00%7,379,6762025-03-31
COR
CENCORA INC
23,469-10-0.04%
Created with Highcharts 10.1.0
$91.153.39%0.01%6,526,4942025-03-31
G
GENPACT
120,847+6,765+5.93%
Created with Highcharts 10.1.0
$38.243.17%0.07%6,088,2722025-03-31
ACN
ACCENTURE
19,132+502+2.69%
Created with Highcharts 10.1.0
$226.883.10%0.00%5,969,9492025-03-31
EPD
ENTERPRISE PRODUCTS PARTNERS LP
168,139-401-0.24%
Created with Highcharts 10.1.0
$19.432.98%0.01%5,740,2652025-03-31
SCHW
SCHWAB CHARLES
72,737-1,542-2.08%
Created with Highcharts 10.1.0
$56.602.96%0.00%5,693,8522025-03-31
UPS
UNITED PARCEL SERVICE
51,434+3,793+7.96%
Created with Highcharts 10.1.0
$134.472.94%0.01%5,657,2262025-03-31
ICE
INTERCONTINENTAL EXCHANGE
29,999-783-2.54%
Created with Highcharts 10.1.0
$96.792.69%0.01%5,174,8282025-03-31
GOOG
ALPHABET
30,897-142-0.46%
Created with Highcharts 10.1.0
$71.832.51%0.00%4,827,0382025-03-31
FI
FISERV
21,830-261-1.18%
Created with Highcharts 10.1.0
$112.002.51%0.00%4,820,7182025-03-31
INFY
INFOSYS
259,170+1,952+0.76%
Created with Highcharts 10.1.0
$10.792.46%0.00%4,729,8532025-03-31
FDS
FACTSET RESEARCH SYSTEMS
8,611+25+0.29%
Created with Highcharts 10.1.0
$303.792.04%0.02%3,914,9052025-03-31
CAH
CARDINAL HEALTH
28,390-432-1.50%
Created with Highcharts 10.1.0
$74.272.03%0.01%3,911,2902025-03-31
CSCO
CISCO SYSTEMS
62,465-3,578-5.42%
Created with Highcharts 10.1.0
$47.032.00%0.00%3,854,7152025-03-31
UNH
UNITEDHEALTH GROUP
6,551-303-4.42%
Created with Highcharts 10.1.0
$281.941.78%0.00%3,431,0862025-03-31
FDX
FEDEX
13,331-2,218-14.26%
Created with Highcharts 10.1.0
$219.981.69%0.01%3,249,8312025-03-31
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
41,190-56-0.14%
Created with Highcharts 10.1.0
$68.491.64%0.01%3,151,0582025-03-31
TSM
TAIWAN SEMICONDUCTOR
18,959-386-2.00%
Created with Highcharts 10.1.0
$88.111.64%0.00%3,147,1942025-03-31
CPAY
Corpay
7,215-74-1.02%
Created with Highcharts 10.1.0
$303.491.31%0.01%2,516,0152025-03-31
BDX
BECTON DICKINSON &
10,441-332-3.08%
Created with Highcharts 10.1.0
$248.411.24%0.00%2,391,6152025-03-31
ITW
ILLINOIS TOOL WORKS
9,293+12+0.13%
Created with Highcharts 10.1.0
$187.021.20%0.00%2,304,7572025-03-31
GPC
GENUINE PARTS
18,952+3,278+20.91%
Created with Highcharts 10.1.0
$127.221.17%0.01%2,257,9412025-03-31
ABBV
ABBVIE
9,980-160-1.58%
Created with Highcharts 10.1.0
$82.761.09%0.00%2,091,0102025-03-31
WSO
WATSCO
3,817-88-2.25%
Created with Highcharts 10.1.0
$310.881.01%0.01%1,940,1812025-03-31
JNJ
JOHNSON & JOHNSON
10,025-911-8.33%
Created with Highcharts 10.1.0
$140.760.86%0.00%1,662,5462025-03-31
MPLX
MPLX LP
31,044+534+1.75%
Created with Highcharts 10.1.0
$38.550.86%0.00%1,661,4752025-03-31
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
16,383-1,955-10.66%
Created with Highcharts 10.1.0
$100.810.86%0.00%1,648,4192025-03-31
V
VISA
4,590+24+0.53%
Created with Highcharts 10.1.0
$219.590.84%0.00%1,608,6112025-03-31
OKE
ONEOK
14,594-161-1.09%
Created with Highcharts 10.1.0
$42.290.75%0.00%1,447,9982025-03-31
SNA
SNAP-ON
4,067-171-4.03%
Created with Highcharts 10.1.0
$201.580.71%0.01%1,370,6202025-03-31
TROW
PRICE T ROWE GROUP
13,490-1,075-7.38%
Created with Highcharts 10.1.0
$118.860.64%0.01%1,239,3262025-03-31
PAYX
PAYCHEX
7,05500.00%
Created with Highcharts 10.1.0
$84.300.57%0.00%1,088,4452025-03-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
20,367-403-1.94%
Created with Highcharts 10.1.0
$50.320.54%0.00%1,031,1812025-03-31
VRSN
VERISIGN
3,911-185-4.52%
Created with Highcharts 10.1.0
$188.360.52%0.00%992,8862025-03-31
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
12,471+25+0.20%
Created with Highcharts 10.1.0
$46.440.41%0.04%795,7752025-03-31
NVDA
NVIDIA
7,16500.00%
Created with Highcharts 10.1.0
$8.830.40%0.00%776,5432025-03-31
WMB
WILLIAMS COMPANIES
12,020+94+0.79%
Created with Highcharts 10.1.0
$40.210.37%0.00%718,3152025-03-31
AM
ANTERO MIDSTREAM
37,809+327+0.87%
Created with Highcharts 10.1.0
$14.360.35%0.01%680,5622025-03-31
CQP
CHENIERE ENERGY PARTNERS LP
9,839+376+3.97%
Created with Highcharts 10.1.0
$48.990.34%0.00%649,7682025-03-31
AZO
AUTOZONE
16300.00%
Created with Highcharts 10.1.0
$1,160.000.32%0.00%621,4832025-03-31
ORCL
ORACLE
4,296-479-10.03%
Created with Highcharts 10.1.0
$54.970.31%0.00%600,6242025-03-31
GOOGL
ALPHABET
3,245-258-7.37%
Created with Highcharts 10.1.0
$78.800.26%0.00%501,8072025-03-31
DFS
DISCOVER FINANCIAL SERVICES
2,765-8-0.29%
Created with Highcharts 10.1.0
$75.390.25%0.00%471,9862025-03-31
ABT
ABBOTT LABORATORIES
3,42300.00%
Created with Highcharts 10.1.0
$76.590.24%0.00%454,0612025-03-31