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Birch Capital Management, LLC
Birch Capital Management, LLC is an independent investment advisory firm based in Dallas, Texas. It is registered with the SEC and primarily serves high net worth individuals and a small set of other clients. Founded in 2011, the firm manages over $230 million in discretionary assets and is known for its focused service delivered by a lean team of investment professionals. Birch Capital Management offers tailored portfolio management services and aims to deliver long-term value to its clients through active management of equity and related securities.
Investment Strategy
Birch Capital Management, LLC employs a concentrated equity strategy, focusing on publicly traded U.S. equities with an emphasis on large-cap and growth-oriented companies. Their investment philosophy centers on fundamental research, seeking long-term capital appreciation for high net worth individuals. The firm builds diversified portfolios across different sectors, targeting high-quality businesses with strong financials and growth prospects. Portfolio allocations are actively managed and periodically rebalanced in response to market conditions and individual client needs.
Latest 13F Filing Activity
Birch Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 79 equity positions with a total 13F market value of $195M. The fund increased holdings in Microsoft Corp. Com, Taiwan Semiconductor MFG LTD Sponsored Ads, Resmed Inc. Com among other positions. Birch Capital Management, LLC reduced exposure to Apple Inc. Com, Unitedhealth Group Inc. Com, Fiserv Inc. Com among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 8.35% | $16.3M | 32,776 | $193.27 | $497.41 | +$4.0M |
G GWW | GRAINGER W W INC COM | 7.87% | $15.4M | 14,770 | $335.02 | $1040.24 | +$773.1K |
A AAPL | APPLE INC COM | 7.25% | $14.2M | 69,043 | $75.00 | $205.17 | -$1.5M |
N NVO | NOVO-NORDISK A S ADR | 4.90% | $9.6M | 138,758 | $30.14 | $69.02 | +$133.7K |
R RMD | RESMED INC COM | 4.87% | $9.5M | 36,855 | $176.16 | $258.00 | +$1.3M |
Industry Allocation
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