BIRCHBROOK, INC.
All 13F Filings
- Location
- Bangor, ME
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 200,555
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 298 | 200,555 | 13F-HR | BIRCHBROOK, INC. |
| Q3 2025 | 11/3/2025 | 270 | 193,349 | 13F-HR | BIRCHBROOK, INC. |
| Q2 2025 | 8/11/2025 | 276 | 186,607 | 13F-HR | BIRCHBROOK, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.4 K | 81.5% | 8.582 K | 0 | 8.582 K |
| ETFs | 37.05 K | 18.5% | 0 | 1.37 K | -1.37 K |
| Debt | 53 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
200,555
Holdings
298
QoQ value change ($000)
7,206
(3.7%)
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.