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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BIRCHBROOK, INC.

Quarter ended Q2 2025 · Filed June 10, 2025 · Accession 0002071468-25-000002

Total Value
$168.2M
Positions
319
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706622,879$36.5M21.69%
2ISHARES TR464288638302,172$15.6M9.27%
3ISHARES TR46429B697114,370$9.6M5.68%
4VANGUARD TAX-MANAGED FDS921943858181,691$9.1M5.42%
5ISHARES TR46428743277,047$7.3M4.33%
6SCHWAB STRATEGIC TR80852450868,834$5.6M3.33%
7SCHWAB STRATEGIC TR80852420176,074$4.7M2.81%
8ISHARES INC46434G10385,661$4.4M2.63%
9ISHARES TR46428780433,712$3.7M2.22%
10IDEXX LABS INC45168D1045,580$3.0M1.79%
11MICROSOFT CORPMSFT6,392$2.7M1.60%
12AMAZON COM INCAMZN14,885$2.7M1.60%
13VANGUARD SCOTTSDALE FDS92206C10243,426$2.5M1.50%
14JPMORGAN CHASE & COVYLD12,142$2.4M1.45%
15APPLE INCAAPL12,585$2.2M1.28%
16SCHWAB STRATEGIC TR80852430022,940$2.1M1.26%
17INTERNATIONAL BUSINESS MACHSINTR10,712$2.0M1.22%
18ALPHABET INCGOOG12,722$1.9M1.14%
19DISNEY WALT CO25468710615,214$1.9M1.11%
20CITIGROUP INCC-PR28,963$1.8M1.09%
21PEPSICO INCPEP10,411$1.8M1.08%
22FEDEX CORPFDX6,199$1.8M1.07%
23HONEYWELL INTL INC4385161068,447$1.7M1.03%
24ISHARES TR46428880215,408$1.7M1.00%
25SALESFORCE INCCRM5,158$1.6M0.92%
26BRISTOL-MYERS SQUIBB COCELG-RI28,104$1.5M0.91%
27ISHARES TR46435G51617,242$1.4M0.82%
28WALMART INCWMT22,342$1.3M0.80%
29EXXON MOBIL CORPXOM10,349$1.2M0.72%
30FORTINET INCFTNT16,382$1.1M0.67%
31ISHARES TR46435U66327,170$1.1M0.65%
32META PLATFORMS INCMETA2,197$1.1M0.63%
33LOCKHEED MARTIN CORPLMT2,329$1.1M0.63%
34VANGUARD SCOTTSDALE FDS92206C70617,901$1.0M0.62%
35VANGUARD SCOTTSDALE FDS92206C68011,253$975,3070.58%
36ISHARES TR46435G19341,765$960,1780.57%
37ALBEMARLE CORPALB-PA7,205$949,1870.56%
38AUTODESK INCADSK3,378$879,6990.52%
39IQVIA HLDGS INCIQV3,344$845,6650.50%
40JOHNSON & JOHNSONJNJ5,104$807,4560.48%
41CVS HEALTH CORPCVS10,095$805,1910.48%
42SCHWAB STRATEGIC TR80852486216,651$802,7450.48%
43VANGUARD SCOTTSDALE FDS92206C7149,820$772,2310.46%
44BIOMARIN PHARMACEUTICAL INCBMRN8,312$725,9710.43%
45PROCTER AND GAMBLE CO7427181094,425$717,9970.43%
46ALIBABA GROUP HLDG LTDBBAAY9,777$707,4640.42%
47ISHARES TR46435G24321,922$536,6510.32%
48CHEVRON CORP NEWCVX3,359$529,9270.32%
49SCHWAB STRATEGIC TR8085242017,795$483,7580.29%
50ISHARES TR4642886388,599$443,7090.26%
51SCHWAB STRATEGIC TR80852480510,163$396,5610.24%
52BERKSHIRE HATHAWAY INC DELBRK-A896$376,7860.22%
53ABBVIE INCABBV1,946$354,3660.21%
54SCHWAB CHARLES CORPSCHW-PJ4,845$350,4930.21%
55ISHARES TR46435U5497,162$337,0440.20%
56COSTCO WHSL CORP NEW22160K105447$327,4860.19%
57MCDONALDS CORPMCD1,146$323,1710.19%
58INTEL CORPINTC6,561$289,8040.17%
59ISHARES TR46429B6973,130$261,6060.16%
60SCHWAB STRATEGIC TR8085246075,260$259,0030.15%
61ISHARES TR4642874653,104$247,8860.15%
62VANGUARD TAX-MANAGED FDS9219438584,877$244,6800.15%
63ISHARES TR4642876551,145$240,7940.14%
64HOME DEPOT INCHD620$237,8320.14%
65ALPHABET INCGOOG1,555$236,7650.14%
66ISHARES TR4642875073,868$234,9430.14%
67MERCK & CO INCMRK1,743$229,9750.14%
68ILLINOIS TOOL WKS INC452308109850$228,0810.14%
69SPDR S&P 500 ETF TRSPY426$222,9520.13%
70AUTOMATIC DATA PROCESSING INADP890$222,2690.13%
71AMGEN INCAMGN765$217,4700.13%
72VANGUARD INTL EQUITY INDEX F9220428585,185$216,5610.13%
73COCA COLA COKO3,371$206,2410.12%
74SCHWAB STRATEGIC TR8085243002,206$204,5410.12%
75VANGUARD MUN BD FDS9229077463,926$198,6560.12%
76STRYKER CORPORATIONSYK550$196,8290.12%
77ISHARES TR4642874322,020$191,1330.11%
78ABBOTT LABSABLZF1,631$185,3800.11%
79SCHWAB STRATEGIC TR8085248703,545$184,9080.11%
80VANGUARD INDEX FDS9229086521,025$179,6520.11%
81VANGUARD SCOTTSDALE FDS92206C6641,956$166,3720.10%
82APPLIED MATLS INC038222105800$164,9840.10%
83MOODYS CORPMCO400$157,2120.09%
84GENERAL ELECTRIC CO369604301868$152,3610.09%
85CATERPILLAR INCCAT400$146,5720.09%
86NORTHROP GRUMMAN CORPNOC300$143,5980.09%
87ISHARES INC46434G1032,756$142,2100.08%
88ISHARES INC46434G8634,265$137,4700.08%
89CISCO SYS INCCSCO2,682$133,8750.08%
90ADOBE INCADBE265$133,7190.08%
91COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$131,9220.08%
92VANGUARD STAR FDS9219097682,168$130,7270.08%
93SCHWAB STRATEGIC TR8085247065,036$127,1590.08%
94SCHWAB STRATEGIC TR8085245081,556$126,7060.08%
95CHUBB LIMITEDCB463$119,9780.07%
963M COMMM1,066$113,0660.07%
97AMERICAN EXPRESS COAXP492$112,0240.07%
98PAR PAC HOLDINGS INCPARR3,000$111,1800.07%
99NBT BANCORP INCNBTB2,991$109,7100.07%
100ISHARES TR464288257979$107,8180.06%
101AIRBNB INCABNB643$106,0700.06%
102PFIZER INCPFE3,735$103,6470.06%
103PHILIP MORRIS INTL INC7181721091,100$100,7820.06%
104VANGUARD INDEX FDS922908512625$97,4440.06%
105VANGUARD BD INDEX FDS9219378271,240$95,0710.06%
106ADVANCED MICRO DEVICES INCAMD508$91,6890.05%
107MICRON TECHNOLOGY INCMU762$89,7960.05%
108CONSOLIDATED EDISON INCED974$88,4490.05%
109VANGUARD SCOTTSDALE FDS92206C1021,495$86,8150.05%
110ISHARES TR464287804783$86,5380.05%
111EASTMAN CHEM COEMN825$82,6820.05%
112VANGUARD INDEX FDS922908751360$82,2930.05%
113DEERE & CODE200$82,1480.05%
114MARTIN MARIETTA MATLS INC573284106126$77,2140.05%
115NVIDIA CORPORATIONNVDA85$76,8030.05%
116SUN LIFE FINANCIAL INC.SUNFF1,295$70,6820.04%
117AT&T INCT-PC3,769$66,3350.04%
118MONDELEZ INTL INC609207105933$65,3100.04%
119SELECT SECTOR SPDR TR81369Y209435$64,2630.04%
120TAIWAN SEMICONDUCTOR MFG LTD874039100471$64,0800.04%
121MODERNA INCMRNA600$63,9360.04%
122KIMBERLY-CLARK CORPKMB471$60,9240.04%
123NETFLIX INCNFLX100$60,7330.04%
124YUM CHINA HLDGS INCYUMC1,500$59,6850.04%
125ISHARES TR46435G532747$58,7970.03%
126PALANTIR TECHNOLOGIES INCPLTR2,500$57,5250.03%
127ISHARES TR46434VBG42,275$56,9990.03%
128GENERAL DYNAMICS CORPGD200$56,4980.03%
129INTUITIVE SURGICAL INCISRG140$55,8730.03%
130ALTRIA GROUP INCMO1,250$54,5250.03%
131BANK AMERICA CORP0605051041,437$54,4790.03%
132MCKESSON CORPMCK100$53,6850.03%
133ONEOK INC NEWOKE667$53,4740.03%
134LOWES COS INC548661107200$50,9460.03%
135CARRIER GLOBAL CORPORATIONCARR825$47,9580.03%
136ISHARES TR464287440505$47,8040.03%
137VERIZON COMMUNICATIONS INCVZ1,121$47,0310.03%
138SYSCO CORPSYY550$44,6490.03%
139TEXAS INSTRS INC882508104250$43,5530.03%
140GILEAD SCIENCES INCGILD582$42,6320.03%
141ISHARES INC46434G764730$42,0500.03%
142VANGUARD BD INDEX FDS921937819551$41,5140.02%
143ENBRIDGE INCENNPF1,100$39,7980.02%
144BOEING COBA-PA200$38,5980.02%
145PUBLIC SVC ENTERPRISE GRP IN744573106551$36,7960.02%
146VANGUARD WORLD FD92204A70266$34,7170.02%
147SCHWAB STRATEGIC TR808524102555$33,8830.02%
148SELECT SECTOR SPDR TR81369Y506340$32,1000.02%
149ISHARES TR46435U663792$31,8940.02%
150HALLIBURTON COHAL800$31,5360.02%
151VANGUARD INDEX FDS922908769121$31,4480.02%
152ISHARES TR46428720058$30,4930.02%
153ISHARES TR464287630189$30,0160.02%
154ISHARES TR46436E759432$29,4330.02%
155RTX CORPORATIONRTX300$29,2590.02%
156ISHARES TR464288679265$29,2500.02%
157ROCKWELL AUTOMATION INCROK100$29,1330.02%
158ASML HOLDING N VASMLF30$29,1150.02%
159AMERICAN ELEC PWR CO INC025537101338$29,0790.02%
160STANDEX INTL CORP854231107150$27,3330.02%
161ISHARES TR46436E767604$27,2710.02%
162AMERIPRISE FINL INC03076C10660$26,3070.02%
163CANADIAN PACIFIC KANSAS CITYCP288$25,3930.02%
164CAMDEN NATL CORP133034108750$25,1400.01%
165PENSKE AUTOMOTIVE GRP INC70959W103150$24,2990.01%
166ALPS ETF TR00162Q858445$24,0080.01%
167COLUMBIA SPORTSWEAR COCOLM292$23,7430.01%
168INVESCO EXCHANGE TRADED FD TIVZ139$23,5430.01%
169TRAVELERS COMPANIES INCTRV100$23,0140.01%
170ISHARES TR46435G1931,000$22,9900.01%
171AMERICA MOVIL SAB DE CVAMXOF1,200$22,3920.01%
172HUBSPOT INCHUBS35$21,9300.01%
173SCHLUMBERGER LTDSLB400$21,9240.01%
174ISHARES TR46435U440466$21,8510.01%
175GENERAL MLS INC370334104300$20,9910.01%
176SCHWAB STRATEGIC TR8085248471,005$20,4110.01%
177LAM RESEARCH CORPLRCX21$20,1990.01%
178ORMAT TECHNOLOGIES INCORA300$19,8570.01%
179ISHARES TR464288802170$18,5590.01%
180BAR HBR BANKSHARES066849100700$18,5360.01%
181ISHARES TR464288588199$18,3920.01%
182PEPSICO INCPEP102$17,8520.01%
183CARRIER GLOBAL CORPORATIONCARR300$17,4390.01%
184RAYMOND JAMES FINL INC754730109131$16,8240.01%
185OCCIDENTAL PETE CORP674599105258$16,7680.01%
186GOLDMAN SACHS ETF TRNVGLF359$16,4390.01%
187TESLA INCTSLA93$16,3490.01%
188VANGUARD SCOTTSDALE FDS92206C870203$16,3440.01%
189VANGUARD INTL EQUITY INDEX F922042874240$16,1620.01%
190BP PLCBPPFF428$16,1280.01%
191INVESCO EXCH TRADED FD TR IIIVZ1,333$15,8370.01%
192JOHNSON & JOHNSONJNJ100$15,8190.01%
193WILLIAMS COS INC969457100400$15,5880.01%
194SCHWAB STRATEGIC TR808524854309$15,1570.01%
195OTIS WORLDWIDE CORPOTIS150$14,8910.01%
196SNAP ON INCSNA50$14,8110.01%
197SOCIEDAD QUIMICA Y MINERA DE833635105300$14,7480.01%
198ISHARES TR46435G516184$14,7040.01%
199SOUTHERN COSOMN200$14,3480.01%
200SOUTHERN COSOMN200$14,3480.01%
201ALLSTATE CORPALL-PJ82$14,2430.01%
202WHEATON PRECIOUS METALS CORPWPM300$14,1390.01%
203VANGUARD WORLD FD921910733149$13,8700.01%
204REGENERON PHARMACEUTICALSREGN14$13,4750.01%
205FORD MTR CO DEL3453708601,000$13,2800.01%
206LINDE PLCLIN28$13,0010.01%
207GLOBAL X FDS37954Y624525$12,9680.01%
208CORNING INCGLW385$12,6900.01%
209SHOPIFY INCSHOP162$12,5020.01%
210RTX CORPORATIONRTX125$12,1920.01%
211PIMCO ETF TR72201R775132$12,1260.01%
212MERCADOLIBRE INCMELI8$12,0960.01%
213VANECK ETF TRUST92189F411678$11,4630.01%
214KRAFT HEINZ COKHC310$11,4390.01%
215SCHWAB STRATEGIC TR808524862237$11,4260.01%
216GLOBAL X FDS37954Y855250$11,3230.01%
217OREILLY AUTOMOTIVE INC67103H10710$11,2890.01%
218SCHWAB STRATEGIC TR808524797137$11,0470.01%
219ON SEMICONDUCTOR CORPON150$11,0330.01%
220LAMB WESTON HLDGS INCLW100$10,6530.01%
221SAFETY INS GROUP INC78648T100125$10,2740.01%
222NNN REIT INCNNN240$10,2580.01%
223HILLENBRAND INC431571108200$10,0580.01%
224ASTRAZENECA PLCAZN147$9,9600.01%
225AGNICO EAGLE MINES LTDAEM164$9,7830.01%
226GE HEALTHCARE TECHNOLOGIES IGEHC107$9,7280.01%
227CONOCOPHILLIPSCOP76$9,6740.01%
228VICI PPTYS INC925652109300$8,9370.01%
229GENERAL ELECTRIC CO36960430150$8,7770.01%
230GOLDMAN SACHS BDC INCGSBD581$8,6990.01%
231MORGAN STANLEYMS-PQ92$8,6310.01%
232PLAINS ALL AMERN PIPELINE L726503105400$7,0240.00%
233ALAMOS GOLD INC NEWAGI475$7,0070.00%
234BLACKLINE INCBL100$6,4580.00%
235SCHWAB STRATEGIC TR80852479780$6,4510.00%
236OTIS WORLDWIDE CORPOTIS62$6,1550.00%
237BRUNSWICK CORPBC-PC61$5,9190.00%
238BHP GROUP LTDBHPLF100$5,7690.00%
239ISHARES TR46435G243227$5,5570.00%
240CHEVRON CORP NEWCVX35$5,5210.00%
241VANGUARD SPECIALIZED FUNDS92190884430$5,4790.00%
242RIVIAN AUTOMOTIVE INCRIVN500$5,4750.00%
243AMPLIFY ETF TR032108607150$5,4660.00%
244DIREXION SHS ETF TR25459Y20761$5,4420.00%
245WELLTOWER INCWELL57$5,3410.00%
246TESLA INCTSLA30$5,2740.00%
247INVESCO INDIA EXCHANGE-TRADEIVZ187$4,9900.00%
248L3HARRIS TECHNOLOGIES INCLHX22$4,7750.00%
249FIRST TR NAS100 EQ WEIGHTED33734410536$4,4610.00%
250VALERO ENERGY CORPVLO25$4,2680.00%
251OLD NATL BANCORP IND680033107245$4,2680.00%
252ILLUMINA INCILMN30$4,1200.00%
253POLARIS INCPII41$4,1160.00%
254BOSTON SCIENTIFIC CORPBSX60$4,1100.00%
255VANGUARD WORLD FD92204A20720$4,0830.00%
256APPLE HOSPITALITY REIT INCAPLE244$3,9990.00%
257EMERSON ELEC COEMR35$3,9700.00%
258KROGER COKR68$3,9080.00%
259VANGUARD INDEX FDS92290861120$3,8380.00%
260ISHARES TR46434V62165$3,7740.00%
261INTERCONTINENTAL EXCHANGE IN45866F10426$3,5880.00%
262MONSTER BEVERAGE CORP NEWMNST60$3,5570.00%
263DEVON ENERGY CORP NEW25179M10368$3,4130.00%
264CRISPR THERAPEUTICS AGCRSP50$3,4080.00%
265JOHNSON CTLS INTL PLCG5150210550$3,2660.00%
266CINCINNATI FINL CORP17206210125$3,1050.00%
267ADVANSIX INCASIX99$2,8300.00%
268ISHARES TR46436E74277$2,7420.00%
269ING GROEP N.V.INGVF165$2,7210.00%
270PROSHARES TR74347R30531$2,7080.00%
271RBB FD INC74933W643113$2,6370.00%
272VANGUARD WORLD FD92204A7025$2,6220.00%
273WISDOMTREE TRWT21$2,3270.00%
274ESSENTIAL UTILS INC29670G10251$1,8960.00%
275VERMILION ENERGY INCVET150$1,8660.00%
276WHIRLPOOL CORPWHR-PA15$1,7950.00%
277BERKSHIRE HATHAWAY INC DELBRK-A4$1,6830.00%
278HYPERFINE INCHYPR1,680$1,6800.00%
279VANGUARD INDEX FDS9229087517$1,6010.00%
280DOCUSIGN INCDOCU25$1,4890.00%
281AMER STATES WTR CO02989910121$1,4830.00%
282ADIENT PLCADNT45$1,4820.00%
283ISHARES INC46434G86342$1,3540.00%
284TRILOGY METALS INC NEWTMQ2,500$1,2500.00%
285WARNER BROS DISCOVERY INCWBD142$1,2400.00%
286TILRAY BRANDS INCTLRY493$1,2180.00%
287FORD MTR CO DEL34537086092$1,2160.00%
288APPLE INCAAPL7$1,2010.00%
289AMPLIFY ETF TR032108854200$1,1540.00%
290JPMORGAN CHASE & COVYLD5$1,0020.00%
291BORGWARNER INCBWA24$8440.00%
292VERTICAL AEROSPACE LTDEVTWF700$7980.00%
293INTUITINTU1$6620.00%
294TEVA PHARMACEUTICAL INDS LTD88162420945$6350.00%
295HONEYWELL INTL INC4385161063$6160.00%
296PETCO HEALTH & WELLNESS CO IWOOF265$6050.00%
297PLUG POWER INCPLUG175$6020.00%
298SOUTHWEST AIRLS CO84474110819$5550.00%
299ADVISORSHARES TR00768Y362350$5220.00%
300BEYOND MEAT INCBYND60$4970.00%
301CARLYLE GROUP INCCGABL53$4580.00%
302INTERNATIONAL BUSINESS MACHSINTR2$3820.00%
303CHARGEPOINT HOLDINGS INCCHPT200$3800.00%
304DISNEY WALT CO2546871063$3680.00%
305WALMART INCWMT6$3620.00%
306CITIGROUP INCC-PR5$3170.00%
307BLINK CHARGING COBLNK100$3010.00%
308AMGEN INCAMGN1$2850.00%
309DOORDASH INCDASH2$2760.00%
310GENERAL MTRS CO37045V1005$2270.00%
311KYNDRYL HLDGS INCKD8$1750.00%
312PHINIA INCPHIN4$1580.00%
313RESIDEO TECHNOLOGIES INCREZI5$1130.00%
314ISHARES TR4642883722$960.00%
315WALGREENS BOOTS ALLIANCE INC9314271082$340.00%
316GARRETT MOTION INCGTX3$300.00%
317THERAPEUTICSMD INCTXMD10$230.00%
318COLGATE PALMOLIVE COCL0$20.00%
319ISHARES TR46428716890$00.00%