StockDriftsStockDriftsTop 50 Birchbrook INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 15.81% | 571.0K | $33.7M | -2.64%(-15.49K) | $58.35(+0.03%) | 2026-06-30 | |
| IGIB | ISHARES TR | 12.01% | 481.4K | $25.6M | +3.23%(+15.08K) | $51.43(+1.65%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.36% | 190.1K | $13.5M | -3.08%(-6.05K) | $46.67(+56.38%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.03% | 129.4K | $10.7M | -5.49%(-7.52K) | $52.98(+51.42%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.96% | 12.3K | $8.4M | +5.02%(+588) | $613.37(+15.92%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.9% | 107.8K | $8.3M | -3.01%(-3.35K) | $60.30(+29.22%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.62% | 52.0K | $7.7M | -2.46%(-1.31K) | $108.85(+36.66%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.52% | 86.8K | $7.5M | +3.73%(+3.12K) | $98.19(-16.09%) | 2026-06-30 | |
| USMV | ISHARES TR | 3.19% | 70.5K | $6.8M | -2.48%(-1.80K) | $80.05(+26.07%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.52% | 145.6K | $5.4M | -6.74%(-10.52K) | $23.83(+51.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.39% |
Birchbrook INC reports $213.05M in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are VGIT (15.8%), IGIB (12.0%) and VEA (6.4%). The top 20 holdings account for 73.46% of reported assets. Its disclosed equity book has returned +20.02% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Birchbrook INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2071468). View Birchbrook INC’s 13F filings on SEC