Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 0002071468-25-000003

Total Value
$166.7M
Positions
305
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (304)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706630,289$36.7M22.01%
2ISHARES TR464288638306,025$15.7M9.41%
3ISHARES TR46429B697120,443$10.1M6.07%
4VANGUARD TAX-MANAGED FDS921943858179,170$8.9M5.31%
5ISHARES TR46428743278,781$7.2M4.34%
6SCHWAB STRATEGIC TR80852450867,770$5.3M3.16%
7SCHWAB STRATEGIC TR80852420175,614$4.9M2.91%
8ISHARES INC46434G10389,153$4.8M2.86%
9ISHARES TR46428780433,162$3.5M2.12%
10MICROSOFT CORPMSFT6,303$2.8M1.69%
11AMAZON COM INCAMZN14,375$2.8M1.67%
12IDEXX LABS INC45168D1045,543$2.7M1.62%
13APPLE INCAAPL12,475$2.6M1.58%
14VANGUARD SCOTTSDALE FDS92206C10244,158$2.6M1.54%
15JPMORGAN CHASE & CO.VYLD11,584$2.3M1.41%
16SCHWAB STRATEGIC TR80852430022,766$2.3M1.38%
17ALPHABET INCGOOG12,085$2.2M1.32%
18FEDEX CORPFDX5,863$1.8M1.05%
19HONEYWELL INTL INC4385161068,092$1.7M1.04%
20CITIGROUP INCC-PR26,912$1.7M1.02%
21PEPSICO INCPEP10,266$1.7M1.02%
22ISHARES TR46428880214,819$1.7M1.00%
23WALMART INCWMT21,458$1.5M0.87%
24INTERNATIONAL BUSINESS MACHSINTR8,315$1.4M0.86%
25DISNEY WALT CO25468710614,349$1.4M0.85%
26ISHARES TR46435G51617,426$1.4M0.82%
27SALESFORCE INCCRM5,051$1.3M0.78%
28BRISTOL-MYERS SQUIBB COCELG-RI28,716$1.2M0.72%
29EXXON MOBIL CORPXOM10,299$1.2M0.71%
30LOCKHEED MARTIN CORPLMT2,269$1.1M0.64%
31META PLATFORMS INCMETA2,080$1.0M0.63%
32VANGUARD SCOTTSDALE FDS92206C68010,983$1.0M0.62%
33VANGUARD SCOTTSDALE FDS92206C70617,583$1.0M0.61%
34ISHARES TR46435U66326,529$1.0M0.61%
35ISHARES TR46435G19344,137$1.0M0.60%
36FORTINET INCFTNT16,470$992,6470.60%
37NVIDIA CORPORATIONNVDA7,064$872,6870.52%
38SCHWAB STRATEGIC TR80852486217,294$832,3610.50%
39AUTODESK INCADSK3,208$793,8200.48%
40JOHNSON & JOHNSONJNJ5,099$745,2700.45%
41VANGUARD SCOTTSDALE FDS92206C7149,585$733,9100.44%
42PROCTER AND GAMBLE CO7427181094,420$728,9880.44%
43IQVIA HLDGS INCIQV3,311$700,0780.42%
44ALBEMARLE CORPALB-PA7,139$681,9180.41%
45ALIBABA GROUP HLDG LTDBBAAY9,399$676,7280.41%
46BIOMARIN PHARMACEUTICAL INCBMRN8,003$658,8870.40%
47CVS HEALTH CORPCVS10,093$596,0690.36%
48CHEVRON CORP NEWCVX3,360$525,5270.32%
49ISHARES TR46435G24321,256$520,5600.31%
50SCHWAB STRATEGIC TR8085242017,440$478,0200.29%
51ISHARES TR4642886388,467$434,0190.26%
52SCHWAB STRATEGIC TR80852480510,163$390,4630.23%
53COSTCO WHSL CORP NEW22160K105447$379,9460.23%
54BERKSHIRE HATHAWAY INC DELBRK-A886$360,4250.22%
55ABBVIE INCABBV1,947$333,8850.20%
56ISHARES TR46435U5496,648$309,8640.19%
57ALPHABET INCGOOG1,555$285,2600.17%
58MCDONALDS CORPMCD1,103$281,1400.17%
59SCHWAB CHARLES CORPSCHW-PJ3,585$264,2110.16%
60ISHARES TR46429B6973,131$262,8790.16%
61ISHARES TR4642875074,366$255,4990.15%
62SCHWAB STRATEGIC TR8085246075,260$249,5870.15%
63ISHARES TR4642874653,104$243,1370.15%
64AMGEN INCAMGN765$239,0200.14%
65VANGUARD MUN BD FDS9229077464,720$236,5200.14%
66SPDR S&P 500 ETF TRSPY426$231,9850.14%
67VANGUARD TAX-MANAGED FDS9219438584,608$227,7280.14%
68VANGUARD INTL EQUITY INDEX F9220428585,168$226,1640.14%
69MERCK & CO INCMRK1,743$215,7970.13%
70COCA COLA COKO3,372$214,5990.13%
71HOME DEPOT INCHD620$213,4290.13%
72SCHWAB STRATEGIC TR8085243002,058$207,5290.12%
73AUTOMATIC DATA PROCESSING INADP865$206,4670.12%
74ISHARES TR4642876551,011$205,1220.12%
75INTEL CORPINTC6,562$203,2140.12%
76ILLINOIS TOOL WKS INC452308109800$189,5680.11%
77APPLIED MATLS INC038222105800$188,7920.11%
78STRYKER CORPORATIONSYK550$187,1380.11%
79SCHWAB STRATEGIC TR8085248703,551$184,6980.11%
80ISHARES TR4642874321,987$182,3670.11%
81ABBOTT LABSABLZF1,631$169,4780.10%
82VANGUARD INDEX FDS9229086521,000$168,7900.10%
83MOODYS CORPMCO400$168,3720.10%
84VANGUARD SCOTTSDALE FDS92206C6641,909$156,4760.09%
85ADOBE INCADBE265$147,2190.09%
86ISHARES INC46434G8634,246$142,3820.09%
87GE AEROSPACE369604301868$137,9860.08%
88ISHARES INC46434G1032,552$136,6090.08%
89SCHWAB STRATEGIC TR8085247065,036$133,7570.08%
90CATERPILLAR INCCAT400$133,2400.08%
91NORTHROP GRUMMAN CORPNOC300$130,7850.08%
92VANGUARD STAR FDS9219097682,138$128,9430.08%
93CISCO SYS INCCSCO2,683$127,4680.08%
94COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$122,4000.07%
95SCHWAB STRATEGIC TR8085245081,497$116,5120.07%
96NBT BANCORP INCNBTB2,991$115,4530.07%
97AMERICAN EXPRESS COAXP492$113,9230.07%
98PHILIP MORRIS INTL INC7181721091,100$111,4630.07%
99ISHARES TR464288257979$110,0400.07%
1003M COMMM1,071$109,4270.07%
101CHUBB LIMITEDCB413$105,3490.06%
102PFIZER INCPFE3,735$104,5060.06%
103VANGUARD INDEX FDS922908512625$94,0190.06%
104VANGUARD BD INDEX FDS9219378271,193$91,5040.05%
105CONSOLIDATED EDISON INCED974$87,0960.05%
106VANGUARD SCOTTSDALE FDS92206C1021,479$85,7680.05%
107ADVANCED MICRO DEVICES INCAMD508$82,4030.05%
108TAIWAN SEMICONDUCTOR MFG LTD874039100471$81,8650.05%
109ISHARES TR464287804759$80,9550.05%
110EASTMAN CHEM COEMN825$80,8260.05%
111VANGUARD INDEX FDS922908751360$78,4950.05%
112PAR PAC HOLDINGS INCPARR3,000$75,7500.05%
113DEERE & CODE200$74,7260.04%
114MICRON TECHNOLOGY INCMU562$73,8920.04%
115AIRBNB INCABNB478$72,4800.04%
116AT&T INCT-PC3,769$72,0260.04%
117MODERNA INCMRNA600$71,2500.04%
118MARTIN MARIETTA MATLS INC573284106126$68,1530.04%
119NETFLIX INCNFLX100$67,4880.04%
120KIMBERLY-CLARK CORPKMB471$65,0930.04%
121SUN LIFE FINANCIAL INC.SUNFF1,295$63,4430.04%
122SELECT SECTOR SPDR TR81369Y209435$63,4020.04%
123PALANTIR TECHNOLOGIES INCPLTR2,500$63,3250.04%
124MONDELEZ INTL INC609207105933$61,0560.04%
125MCKESSON CORPMCK100$58,4040.04%
126GENERAL DYNAMICS CORPGD200$58,0280.03%
127BANK AMERICA CORP0605051041,438$57,1940.03%
128ALTRIA GROUP INCMO1,250$56,9380.03%
129ISHARES TR46435G532747$56,0780.03%
130TEXAS INSTRS INC882508104250$48,6330.03%
131YUM CHINA HLDGS INCYUMC1,500$46,2600.03%
132CARRIER GLOBAL CORPORATIONCARR725$45,7330.03%
133VERIZON COMMUNICATIONS INCVZ1,081$44,5680.03%
134LOWES COS INC548661107200$44,0920.03%
135ISHARES INC46434G764719$42,5590.03%
136VANGUARD BD INDEX FDS921937819551$41,2690.02%
137PUBLIC SVC ENTERPRISE GRP IN744573106551$40,6090.02%
138GILEAD SCIENCES INCGILD582$39,9320.02%
139SYSCO CORPSYY550$39,2650.02%
140ENBRIDGE INCENNPF1,100$39,1490.02%
141INTUITIVE SURGICAL INCISRG88$39,1470.02%
142VANGUARD WORLD FD92204A70266$38,1770.02%
143BOEING COBA-PA203$36,8780.02%
144SCHWAB STRATEGIC TR808524102555$34,8930.02%
145VANGUARD INDEX FDS922908769125$33,4390.02%
146ISHARES TR46434VBG41,290$32,4170.02%
147ISHARES TR46428720058$31,7400.02%
148SELECT SECTOR SPDR TR81369Y506340$30,9910.02%
149ASML HOLDING N VASMLF30$30,6820.02%
150ISHARES TR46435U663792$30,4920.02%
151RTX CORPORATIONRTX300$30,1170.02%
152GE VERNOVA INCGEV174$29,8430.02%
153AMERICAN ELEC PWR CO INC025537101338$29,6760.02%
154ISHARES TR464288679268$29,5810.02%
155ISHARES TR46436E759432$29,1290.02%
156ISHARES TR464287630189$28,7850.02%
157ISHARES TR46436E767604$28,1350.02%
158ROCKWELL AUTOMATION INCROK100$27,5280.02%
159HALLIBURTON COHAL800$27,0240.02%
160AMERIPRISE FINL INC03076C10660$25,6320.02%
161CAMDEN NATL CORP133034108750$24,7500.01%
162STANDEX INTL CORP854231107150$24,1730.01%
163ALPS ETF TR00162Q858445$23,5100.01%
164COLUMBIA SPORTSWEAR COCOLM293$23,1380.01%
165INVESCO EXCHANGE TRADED FD TIVZ139$22,8350.01%
166ISHARES TR46435G1931,000$22,7200.01%
167CANADIAN PACIFIC KANSAS CITYCP288$22,6750.01%
168PENSKE AUTOMOTIVE GRP INC70959W103150$22,3530.01%
169LAM RESEARCH CORPLRCX21$22,1840.01%
170ISHARES TR46435U440466$21,6880.01%
171HUBSPOT INCHUBS35$20,6430.01%
172AMERICA MOVIL SAB DE CVAMXOF1,200$20,4000.01%
173TRAVELERS COMPANIES INCTRV100$20,3340.01%
174SCHWAB STRATEGIC TR8085248471,005$20,0790.01%
175ISHARES TR464288802170$19,1030.01%
176CARRIER GLOBAL CORPORATIONCARR300$18,9240.01%
177SCHLUMBERGER LTDSLB400$18,8720.01%
178BAR HBR BANKSHARES066849100700$18,8160.01%
179TESLA INCTSLA93$18,4030.01%
180ISHARES TR464288588199$18,2710.01%
181ISHARES TR46428943882$17,6070.01%
182WILLIAMS COS INC969457100400$17,0000.01%
183PEPSICO INCPEP102$16,8230.01%
184OCCIDENTAL PETE CORP674599105258$16,2620.01%
185GOLDMAN SACHS ETF TRNVGLF359$16,2450.01%
186RAYMOND JAMES FINL INC754730109131$16,1930.01%
187WHEATON PRECIOUS METALS CORPWPM300$15,7260.01%
188SOUTHERN COSOMN200$15,5140.01%
189SOUTHERN COSOMN200$15,5140.01%
190BP PLCBPPFF428$15,4510.01%
191SCHWAB STRATEGIC TR808524854309$15,0700.01%
192CORNING INCGLW385$14,9580.01%
193REGENERON PHARMACEUTICALSREGN14$14,7150.01%
194JOHNSON & JOHNSONJNJ100$14,6160.01%
195ISHARES TR46435G516184$14,4960.01%
196OTIS WORLDWIDE CORPOTIS150$14,4390.01%
197VANGUARD WORLD FD921910733149$14,4260.01%
198SOLVENTUM CORPSOLV265$14,0140.01%
199ALLSTATE CORPALL-PJ83$13,1880.01%
200AGNICO EAGLE MINES LTDAEM200$13,0800.01%
201SNAP ON INCSNA50$13,0700.01%
202GENERAL MLS INC370334104200$12,6520.01%
203RTX CORPORATIONRTX125$12,5490.01%
204FORD MTR CO DEL3453708601,000$12,5400.01%
205LINDE PLCLIN28$12,2870.01%
206SOCIEDAD QUIMICA Y MINERA DE833635105300$12,2250.01%
207PIMCO ETF TR72201R775132$12,0230.01%
208VANECK ETF TRUST92189F411697$11,9300.01%
209ASTRAZENECA PLCAZN147$11,4650.01%
210SCHWAB STRATEGIC TR808524862237$11,4070.01%
211SHOPIFY INCSHOP162$10,7010.01%
212OREILLY AUTOMOTIVE INC67103H10710$10,5610.01%
213ON SEMICONDUCTOR CORPON150$10,2830.01%
214NNN REIT INCNNN240$10,2240.01%
215KRAFT HEINZ COKHC310$9,9890.01%
216GLOBAL X FDS37954Y624400$9,3960.01%
217SAFETY INS GROUP INC78648T100125$9,3790.01%
218ALAMOS GOLD INC NEWAGI580$9,0950.01%
219MORGAN STANLEYMS-PQ92$8,9680.01%
220CONOCOPHILLIPSCOP76$8,6930.01%
221VICI PPTYS INC925652109300$8,5920.01%
222HILLENBRAND INC431571108200$8,0040.00%
223CHEVRON CORP NEWCVX50$7,8210.00%
224GLOBAL X FDS37954Y855200$7,7620.00%
225PLAINS ALL AMERN PIPELINE L726503105400$7,1440.00%
226GE HEALTHCARE TECHNOLOGIES IGEHC91$7,0910.00%
227RIVIAN AUTOMOTIVE INCRIVN500$6,7100.00%
228MERCADOLIBRE INCMELI4$6,5740.00%
229SCHWAB STRATEGIC TR80852479780$6,2210.00%
230WELLTOWER INCWELL57$5,9940.00%
231OTIS WORLDWIDE CORPOTIS62$5,9690.00%
232TESLA INCTSLA30$5,9370.00%
233GOLDMAN SACHS BDC INCGSBD384$5,7730.00%
234BHP GROUP LTDBHPLF100$5,7090.00%
235ISHARES TR46435G243227$5,5600.00%
236VANGUARD SPECIALIZED FUNDS92190884430$5,4770.00%
237INVESCO INDIA EXCHANGE-TRADEIVZ187$5,4570.00%
238AMPLIFY ETF TR032108607150$5,3210.00%
239L3HARRIS TECHNOLOGIES INCLHX23$5,0590.00%
240BLACKLINE INCBL100$4,8450.00%
241ILLUMINA INCILMN45$4,6980.00%
242BOSTON SCIENTIFIC CORPBSX60$4,6210.00%
243BRUNSWICK CORPBC-PC62$4,4880.00%
244OLD NATL BANCORP IND680033107247$4,2520.00%
245LAMB WESTON HLDGS INCLW50$4,2040.00%
246WISDOMTREE TRWT37$4,1310.00%
247EMERSON ELEC COEMR35$3,8560.00%
248BROOKFIELD CORP11271J107100$3,8050.00%
249APPLE HOSPITALITY REIT INCAPLE248$3,6070.00%
250INTERCONTINENTAL EXCHANGE IN45866F10426$3,5970.00%
251KROGER COKR69$3,4340.00%
252JOHNSON CTLS INTL PLCG5150210550$3,3240.00%
253POLARIS INCPII41$3,2470.00%
254DEVON ENERGY CORP NEW25179M10368$3,2240.00%
255TRILOGY METALS INC NEWTMQ6,000$3,0540.00%
256MONSTER BEVERAGE CORP NEWMNST60$2,9970.00%
257VANGUARD WORLD FD92204A7025$2,8830.00%
258ING GROEP N.V.INGVF165$2,8290.00%
259ISHARES TR46436E74277$2,8260.00%
260BROOKFIELD INFRAST PARTNERSG16252101100$2,7440.00%
261CRISPR THERAPEUTICS AGCRSP50$2,7010.00%
262NVIDIA CORPORATIONNVDA21$2,5950.00%
263PROSHARES TR74347R30531$2,5800.00%
264RLJ LODGING TRRLJ-PA100$2,4890.00%
265DHT HOLDINGS INCDHT200$2,3140.00%
266ADVANSIX INCASIX100$2,2840.00%
267NEW GOLD INC CDA6445351061,000$1,9500.00%
268BERKSHIRE HATHAWAY INC DELBRK-A4$1,6280.00%
269APPLE INCAAPL7$1,4750.00%
270HYPERFINE INCHYPR1,680$1,4280.00%
271ISHARES INC46434G86342$1,4090.00%
272FORD MTR CO DEL34537086093$1,1630.00%
273ADIENT PLCADNT45$1,1120.00%
274WARNER BROS DISCOVERY INCWBD142$1,0570.00%
275JPMORGAN CHASE & CO.VYLD5$1,0120.00%
276GRAIL INCGRAL60$9230.00%
277AMPLIFY ETF TR032108854200$8940.00%
278TILRAY BRANDS INCTLRY493$8190.00%
279INTUITINTU1$6700.00%
280HONEYWELL INTL INC4385161063$6410.00%
281SOUTHWEST AIRLS CO84474110819$5440.00%
282VERTICAL AEROSPACE LTDEVTWF700$5150.00%
283PTC INCPTC3$4910.00%
284IDEX CORP45167R1042$4750.00%
285GRAINGER W W INC3848021041$4650.00%
286ANSYS INC03662Q1051$4650.00%
287WALMART INCWMT6$4070.00%
288BEYOND MEAT INCBYND60$4030.00%
289CARLYLE GROUP INCCGABL53$3420.00%
290CITIGROUP INCC-PR5$3180.00%
291AMGEN INCAMGN1$3130.00%
292DISNEY WALT CO2546871063$2980.00%
293GENERAL MTRS CO37045V1005$2330.00%
294AST SPACEMOBILE INCASTS20$2330.00%
295DOORDASH INCDASH2$2180.00%
296KYNDRYL HLDGS INCKD8$2110.00%
297INTERNATIONAL BUSINESS MACHSINTR1$1730.00%
298BRISTOL-MYERS SQUIBB COCELG-RI4$1670.00%
299PHINIA INCPHIN4$1630.00%
300RESIDEO TECHNOLOGIES INCREZI5$980.00%
301ISHARES TR4642883722$960.00%
302GARRETT MOTION INCGTX3$260.00%
303COLGATE PALMOLIVE COCL0$20.00%
304ISHARES TR46428716890$00.00%