Birch Capital Management, LLC Historic Quarter Change: USA Stocks, Added

Birch Capital Management, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Birch Capital Management, LLC opened 23 positions, added to 172, reduced 262 and sold out of 33.

Q2 2026: Stock FDS; Country of operation United States; Class Stock; Shares before 15,848.
Q2 2026: Stock UPS; Country of operation United States; Class Stock; Shares before 52,107.
Q2 2026: Stock INTU; Country of operation United States; Class Stock; Shares before 200.
Q2 2026: Stock ICE; Country of operation United States; Class Stock; Shares before 29,426.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1799859), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	FDS FACTSET RESH SYS INC COM	United States	Stock	15,848	23,747	+7,899	$3,438,858	$5,463,710	+$2,024,852	2026-07-27
Q2 2026	UPS UNITED PARCEL SVCS INC CL B	United States	Stock	52,107	62,243	+10,136	$5,126,287	$6,691,123	+$1,564,836	2026-07-27
Q2 2026	INTU INTUIT COM	United States	Stock	200	4,192	+3,992	$86,476	$1,094,112	+$1,007,636	2026-07-27
Q2 2026	ICE INTERCONTINENTAL EXCHANGE INC COM	United States	Stock	29,426	32,005	+2,579	$4,628,121	$3,940,136	-$687,985	2026-07-27
Q2 2026	WSO WATSCO INC COM	United States	Stock	5,103	5,939	+836	$1,856,420	$2,474,959	+$618,539	2026-07-27
Q2 2026	ACN ACCENTURE PLC IRELAND SHS CLASS A		Stock	25,005	34,920	+9,915	$4,958,241	$4,345,445	-$612,796	2026-07-27
Q2 2026	AMGN AMGEN INC COM	United States	Stock	24,875	25,585	+710	$8,752,435	$9,264,771	+$512,336	2026-07-27
Q2 2026	SNA SNAP ON INC COM	United States	Stock	7,197	7,476	+279	$2,614,094	$3,008,342	+$394,248	2026-07-27
Q2 2026	SCHW SCHWAB CHARLES CORP COM	United States	Stock	70,633	74,765	+4,132	$6,638,089	$6,898,567	+$260,478	2026-07-27
Q2 2026	MSFT MICROSOFT CORP COM	United States	Stock	31,610	31,984	+374	$11,701,096	$11,930,803	+$229,707	2026-07-27
Q2 2026	SPGI S&P GLOBAL INC COM	United States	Stock	14,002	14,128	+126	$5,955,637	$5,753,795	-$201,842	2026-07-27

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