Birch Capital Management, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 204,688
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 79 | 204,688 | 13F-HR | Birch Capital Management, LLC |
| Q1 2026 | 4/15/2026 | 78 | 190,843 | 13F-HR | Birch Capital Management, LLC |
| Q4 2025 | 2/3/2026 | 77 | 200,486 | 13F-HR | Birch Capital Management, LLC |
| Q3 2025 | 10/27/2025 | 76 | 195,961 | 13F-HR | Birch Capital Management, LLC |
| Q2 2025 | 7/24/2025 | 80 | 195,260 | 13F-HR | Birch Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 200.5 K | 97.9% | 13.68 K | 0 | 13.68 K |
| ETFs | 4.221 K | 2.1% | 167 | 0 | 167 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
204,688
Holdings
79
QoQ value change ($000)
13,845
(7.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.