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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 0002071468-25-000006

Total Value
$178.0M
Positions
301
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706604,392$35.9M20.17%
2ISHARES TR464288638346,012$18.2M10.21%
3ISHARES TR46429B697128,502$12.0M6.76%
4VANGUARD TAX-MANAGED FDS921943858191,456$9.7M5.47%
5ISHARES TR46428743274,425$6.8M3.81%
6ISHARES INC46434G103107,422$5.8M3.26%
7ISHARES TR46428750793,343$5.4M3.06%
8SCHWAB STRATEGIC TR808524201232,648$5.1M2.89%
9SCHWAB STRATEGIC TR808524508180,678$4.7M2.66%
10ISHARES TR46428780433,970$3.6M2.00%
11AMAZON COM INCAMZN14,026$2.7M1.50%
12APPLE INCAAPL11,856$2.6M1.48%
13IDEXX LABS INC45168D1045,873$2.5M1.39%
14MICROSOFT CORPMSFT6,326$2.4M1.33%
15SCHWAB STRATEGIC TR80852430091,742$2.3M1.29%
16JPMORGAN CHASE & CO.VYLD9,153$2.2M1.26%
17VANGUARD SCOTTSDALE FDS92206C10237,402$2.2M1.23%
18INTERNATIONAL BUSINESS MACHSINTR7,886$2.0M1.10%
19BERKSHIRE HATHAWAY INC DELBRK-A3,524$1.9M1.05%
20ALPHABET INCGOOG12,072$1.9M1.05%
21VANGUARD INDEX FDS9229087696,154$1.7M0.95%
22WALMART INCWMT17,826$1.6M0.88%
23PEPSICO INCPEP10,205$1.5M0.86%
24ISHARES TR46435G51618,528$1.5M0.85%
25SELECT SECTOR SPDR TR81369Y2099,963$1.5M0.82%
26META PLATFORMS INCMETA2,409$1.4M0.78%
27FORTINET INCFTNT14,293$1.4M0.77%
28SALESFORCE INCCRM5,112$1.4M0.77%
29ISHARES TR46435G19358,988$1.4M0.76%
30DISNEY WALT CO25468710613,431$1.3M0.74%
31CITIGROUP INCC-PR18,069$1.3M0.72%
32FEDEX CORPFDX5,149$1.3M0.71%
33HONEYWELL INTL INC4385161065,765$1.2M0.69%
34EXXON MOBIL CORPXOM9,847$1.2M0.66%
35VANGUARD SCOTTSDALE FDS92206C70617,600$1.0M0.59%
36BRISTOL-MYERS SQUIBB COCELG-RI17,009$1.0M0.58%
37SPDR SER TR78468R53119,331$1.0M0.58%
38UBER TECHNOLOGIES INCUBER12,940$942,8090.53%
39NVIDIA CORPORATIONNVDA8,506$921,8810.52%
40ALIBABA GROUP HLDG LTDBBAAY6,486$857,6440.48%
41JOHNSON & JOHNSONJNJ4,924$816,5970.46%
42LOCKHEED MARTIN CORPLMT1,809$807,9110.45%
43ISHARES TR46435G24330,649$765,9190.43%
44AUTODESK INCADSK2,895$757,9110.43%
45PROCTER AND GAMBLE CO7427181094,345$740,5170.42%
46ISHARES TR4642888025,592$642,3540.36%
47IQVIA HLDGS INCIQV3,568$629,0390.35%
48SCHWAB STRATEGIC TR80852486223,774$578,6600.33%
49ISHARES TR46436E55113,483$526,7810.30%
50CHEVRON CORP NEWCVX3,058$511,6460.29%
51ISHARES TR4642886388,901$467,4810.26%
52SCHWAB STRATEGIC TR80852420120,501$452,6630.25%
53ISHARES INC46434G86312,847$448,9910.25%
54COSTCO WHSL CORP NEW22160K105456$431,2760.24%
55ABBVIE INCABBV1,974$413,6670.23%
56SCHWAB STRATEGIC TR80852480520,326$402,0490.23%
57ISHARES TR46435U66310,367$398,1970.22%
58CVS HEALTH CORPCVS5,507$373,0810.21%
59MCDONALDS CORPMCD1,095$342,0460.19%
60VANGUARD MUN BD FDS9229077465,785$287,0520.16%
61ISHARES TR46429B6972,978$278,9200.16%
62ISHARES TR46432F8343,987$278,3330.16%
63ISHARES TR46435U5495,842$277,3790.16%
64AUTOMATIC DATA PROCESSING INADP865$264,2840.15%
65VANGUARD TAX-MANAGED FDS9219438584,850$246,5260.14%
66SCHWAB STRATEGIC TR80852460710,520$246,4840.14%
67HOME DEPOT INCHD655$240,0510.13%
68COCA COLA COKO3,310$237,0630.13%
69AMGEN INCAMGN750$233,6630.13%
70ALPHABET INCGOOG1,468$229,3250.13%
71SCHWAB STRATEGIC TR8085243008,952$224,1590.13%
72ABBOTT LABSABLZF1,631$216,3530.12%
73ISHARES TR46436E5445,561$209,2260.12%
74STRYKER CORPORATIONSYK550$204,7380.12%
75ISHARES TR4642874652,489$203,4260.11%
76VANGUARD INTL EQUITY INDEX F9220428584,412$199,6880.11%
77ILLINOIS TOOL WKS INC452308109800$198,4080.11%
78ISHARES TR4642874322,141$194,8960.11%
793M COMMM1,305$191,5990.11%
80MOODYS CORPMCO400$186,2760.10%
81PHILIP MORRIS INTL INC7181721091,173$186,1910.10%
82CISCO SYS INCCSCO2,964$182,8910.10%
83ISHARES TR464287655904$180,3390.10%
84SCHWAB CHARLES CORPSCHW-PJ2,266$177,4110.10%
85GE AEROSPACE369604301868$173,7310.10%
86MERCK & CO INCMRK1,771$158,9650.09%
87SCHWAB STRATEGIC TR8085248705,812$156,2850.09%
88VANGUARD INDEX FDS922908652900$155,0340.09%
89NORTHROP GRUMMAN CORPNOC300$153,6030.09%
90ISHARES INC46434G1032,787$150,4150.08%
91INTEL CORPINTC6,462$146,7610.08%
92COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$137,7000.08%
93SCHWAB STRATEGIC TR8085247064,966$136,9130.08%
94CATERPILLAR INCCAT400$131,9200.07%
95NBT BANCORP INCNBTB2,991$128,3140.07%
96CHUBB LIMITEDCB413$124,7220.07%
97VERIZON COMMUNICATIONS INCVZ2,724$123,5540.07%
98SCHWAB STRATEGIC TR8085245084,508$118,1100.07%
99APPLIED MATLS INC038222105800$116,0960.07%
100ISHARES TR464288257979$113,9460.06%
101AT&T INCT-PC3,943$111,5090.06%
102ISHARES TR4642875071,900$110,8650.06%
103AMERICAN EXPRESS COAXP410$110,3110.06%
104CONSOLIDATED EDISON INCED974$107,7150.06%
105ADOBE INCADBE270$103,5540.06%
106VANGUARD INDEX FDS922908512625$100,3380.06%
107DEERE & CODE200$93,8700.05%
108VANGUARD BD INDEX FDS9219378271,193$93,3890.05%
109NETFLIX INCNFLX100$93,2530.05%
110ISHARES TR464287804811$84,8070.05%
111SPDR S&P 500 ETF TRSPY144$80,3050.05%
112VANGUARD SCOTTSDALE FDS92206C1021,333$78,2340.04%
113TRILOGY METALS INC NEWTMQ50,000$77,5000.04%
114ALTRIA GROUP INCMO1,250$75,0250.04%
115SUN LIFE FINANCIAL INC.SUNFF1,295$74,1520.04%
116EASTMAN CHEM COEMN825$72,6910.04%
117PFIZER INCPFE2,791$70,7240.04%
118MCKESSON CORPMCK100$67,2990.04%
119TAIWAN SEMICONDUCTOR MFG LTD874039100404$67,0640.04%
120KIMBERLY-CLARK CORPKMB471$66,9860.04%
121VANGUARD INDEX FDS922908751300$66,5250.04%
122PAR PAC HOLDINGS INCPARR4,500$64,1700.04%
123MONDELEZ INTL INC609207105933$63,3050.04%
124MARTIN MARIETTA MATLS INC573284106126$60,1790.03%
125BANK AMERICA CORP0605051041,440$60,1040.03%
126ISHARES TR46435G532819$59,2880.03%
127GENERAL DYNAMICS CORPGD200$54,5160.03%
128GE VERNOVA INCGEV174$53,1190.03%
129ENBRIDGE INCENNPF1,100$48,7410.03%
130LOWES COS INC548661107200$46,6460.03%
131CARRIER GLOBAL CORPORATIONCARR725$45,9650.03%
132PUBLIC SVC ENTERPRISE GRP IN744573106551$45,3480.03%
133TEXAS INSTRS INC882508104250$44,9250.03%
134AMERICAN ELEC PWR CO INC025537101407$44,4280.02%
135ISHARES TR46435G1931,869$43,1000.02%
136SYSCO CORPSYY550$41,2720.02%
137RTX CORPORATIONRTX300$39,7380.02%
138SOUTHERN COSOMN432$39,7230.02%
139VANGUARD WORLD FD92204A70270$38,1740.02%
140ISHARES TR46428720066$37,0860.02%
141SELECT SECTOR SPDR TR81369Y852378$36,4590.02%
142SCHWAB STRATEGIC TR8085241021,665$35,8480.02%
143BOEING COBA-PA203$34,5560.02%
144VANGUARD BD INDEX FDS921937819438$33,5360.02%
145ISHARES TR464289438158$33,3290.02%
146INVESCO EXCHANGE TRADED FD TIVZ280$32,6340.02%
147MICRON TECHNOLOGY INCMU367$31,8990.02%
148SELECT SECTOR SPDR TR81369Y506340$31,7730.02%
149INTUITIVE SURGICAL INCISRG63$31,2030.02%
150CAMDEN NATL CORP133034108750$30,3530.02%
151ISHARES TR464287630189$28,5360.02%
152TRAVELERS COMPANIES INCTRV100$26,4460.01%
153ISHARES TR46435G2431,046$26,1400.01%
154SOLVENTUM CORPSOLV332$25,2460.01%
155BAR HBR BANKSHARES066849100826$24,3670.01%
156STANDEX INTL CORP854231107150$24,2090.01%
157INVESCO EXCHANGE TRADED FD TIVZ139$24,0790.01%
158WILLIAMS COS INC969457100400$23,9040.01%
159WHEATON PRECIOUS METALS CORPWPM300$23,2890.01%
160ISHARES TR46435U440479$22,6860.01%
161SCHWAB STRATEGIC TR8085248471,037$22,3100.01%
162CORNING INCGLW485$22,2040.01%
163COLUMBIA SPORTSWEAR COCOLM293$22,1740.01%
164PENSKE AUTOMOTIVE GRP INC70959W103150$21,5970.01%
165ROCKWELL AUTOMATION INCROK80$20,6710.01%
166HALLIBURTON COHAL800$20,2960.01%
167CANADIAN PACIFIC KANSAS CITYCP288$20,2210.01%
168ASML HOLDING N VASMLF30$19,8790.01%
169SPDR SER TR78468R531371$19,8490.01%
170CARRIER GLOBAL CORPORATIONCARR300$19,0200.01%
171LINDE PLCLIN40$18,6260.01%
172SOUTHERN COSOMN200$18,3900.01%
173RAYMOND JAMES FINL INC754730109131$18,1980.01%
174TESLA INCTSLA70$18,1420.01%
175AMEREN CORPAEE179$17,9720.01%
176ISHARES TR46436E759258$17,3740.01%
177ALLSTATE CORPALL-PJ83$17,2720.01%
178HUBSPOT INCHUBS30$17,1390.01%
179AMERICA MOVIL SAB DE CVAMXOF1,200$17,0640.01%
180SNAP ON INCSNA50$16,8510.01%
181SCHLUMBERGER LTDSLB400$16,7200.01%
182JOHNSON & JOHNSONJNJ100$16,5840.01%
183RTX CORPORATIONRTX125$16,5580.01%
184ISHARES TR46436E551423$16,5270.01%
185AMERIPRISE FINL INC03076C10634$16,4600.01%
186ETF SER SOLUTIONS26922A420213$15,9080.01%
187ISHARES TR46435G516193$15,7670.01%
188OTIS WORLDWIDE CORPOTIS150$15,4800.01%
189SHOPIFY INCSHOP162$15,4680.01%
190LAM RESEARCH CORPLRCX210$15,2400.01%
191PEPSICO INCPEP100$14,9940.01%
192ALLIANT ENERGY CORPLNT230$14,8010.01%
193VANGUARD WORLD FD921910733151$14,7440.01%
194ISHARES TR46436E767312$14,5620.01%
195BP PLCBPPFF428$14,4630.01%
196OREILLY AUTOMOTIVE INC67103H10710$14,3260.01%
197COMCAST CORP NEWCCZ370$13,6530.01%
198CORPAY INCCPAY37$12,9030.01%
199OCCIDENTAL PETE CORP674599105258$12,7350.01%
200VICI PPTYS INC925652109375$12,2330.01%
201MODERNA INCMRNA400$11,3400.01%
202RIVIAN AUTOMOTIVE INCRIVN910$11,3300.01%
203AMPLIFY ETF TR032108607300$11,0640.01%
204MORGAN STANLEYMS-PQ94$10,9590.01%
205ONEOK INC NEWOKE107$10,6170.01%
206NNN REIT INCNNN240$10,2360.01%
207FORD MTR CO3453708601,000$10,0300.01%
208SAFETY INS GROUP INC78648T100125$9,8600.01%
209FORTUNE BRANDS INNOVATIONS IFBIN160$9,7410.01%
210EXELON CORPEXC210$9,6770.01%
211BROOKFIELD REAL ASSETS INCOMRA733$9,6470.01%
212KRAFT HEINZ COKHC310$9,4340.01%
213FIDELITY WISE ORIGIN BITCOINFBTC130$9,3570.01%
214GATX CORPGATX60$9,3170.01%
215WASTE MGMT INC DEL94106L10940$9,2610.01%
216KINDER MORGAN INC DELEP-PC316$9,0160.01%
217ISHARES TR46428720016$8,9910.01%
218WELLTOWER INCWELL58$8,9420.01%
219REGENERON PHARMACEUTICALSREGN14$8,8800.00%
220IDEXX LABS INC45168D10420$8,3990.00%
221KEYCORP493267108507$8,1070.00%
222PLAINS ALL AMERN PIPELINE L726503105400$8,0000.00%
223MERCADOLIBRE INCMELI4$7,8040.00%
224TESLA INCTSLA30$7,7750.00%
225SCHWAB STRATEGIC TR808524862317$7,7160.00%
226GE HEALTHCARE TECHNOLOGIES IGEHC91$7,3450.00%
227VANGUARD WORLD FD92204A70213$7,0510.00%
228SCHWAB STRATEGIC TR808524797245$6,8450.00%
229SPROTT PHYSICAL GOLD TRSII284$6,8340.00%
230OTIS WORLDWIDE CORPOTIS62$6,3990.00%
231BROOKFIELD CORP11271J107127$6,1540.00%
232BOSTON SCIENTIFIC CORPBSX60$6,0530.00%
233MAIN STR CAP CORP56035L104102$5,7860.00%
234ISHARES TR46436E544149$5,6060.00%
235INVESCO INDIA EXCHANGE-TRADEIVZ212$5,3130.00%
236AMCOR PLCAMCCF523$5,0740.00%
237BROOKFIELD INFRAST PARTNERSG16252101170$5,0650.00%
238WP CAREY INC92936U10980$5,0490.00%
239ISHARES INC46434G863142$4,9630.00%
240BLACKLINE INCBL100$4,8420.00%
241HILLENBRAND INC431571108200$4,8280.00%
242L3HARRIS TECHNOLOGIES INCLHX23$4,7900.00%
243KROGER COKR70$4,7320.00%
244INTERCONTINENTAL EXCHANGE IN45866F10427$4,5720.00%
245BHP GROUP LTDBHPLF93$4,5150.00%
246BROOKFIELD RENEWABLE PARTNERG16258108200$4,4320.00%
247CMS ENERGY CORPCMS-PC58$4,3570.00%
248WISDOMTREE TRWT38$4,1460.00%
249JOHNSON CTLS INTL PLCG5150210550$4,0060.00%
250EMERSON ELEC COEMR35$3,8380.00%
251REINSURANCE GRP OF AMERICA I75935160419$3,7420.00%
252PENSKE AUTOMOTIVE GRP INC70959W10325$3,6000.00%
253FORD MTR CO345370860357$3,5810.00%
254ILLUMINA INCILMN45$3,5710.00%
255WEYERHAEUSER CO MTN BEWY117$3,4260.00%
256APPLE HOSPITALITY REIT INCAPLE260$3,3610.00%
257ANTERO RESOURCES CORPAR79$3,1950.00%
258ISHARES TR46434V62146$2,8420.00%
259VIPER ENERGY INCVNOM59$2,6640.00%
260FLUOR CORP NEWFLR73$2,6150.00%
261GRAIL INCGRAL100$2,5540.00%
262DEVON ENERGY CORP NEW25179M10368$2,5440.00%
263WARNER BROS DISCOVERY INCWBD215$2,3070.00%
264ADVANSIX INCASIX101$2,2960.00%
265NUCOR CORPNUE19$2,2870.00%
266OLD NATL BANCORP IND680033107101$2,1490.00%
267BERKSHIRE HATHAWAY INC DELBRK-A4$2,1310.00%
268AIRBNB INCABNB15$1,7920.00%
269POLARIS INCPII43$1,7570.00%
270ABRDN FDS00384X30159$1,7190.00%
271CRISPR THERAPEUTICS AGCRSP50$1,7020.00%
272ISHARES TR46436E74243$1,6450.00%
273J P MORGAN EXCHANGE TRADED F46641Q33226$1,4940.00%
274FIRST BANCORP INC MEFNLC50$1,2360.00%
275HYPERFINE INCHYPR1,680$1,2040.00%
276ADVANCED MICRO DEVICES INCAMD8$8220.00%
277FIRST TR INTER DURATN PFD &33718W10340$7360.00%
278SOUTHWEST AIRLS CO84474110819$6390.00%
279ADIENT PLCADNT45$5790.00%
280GRAINGER W W INC3848021041$5090.00%
281ANSYS INC03662Q1051$4580.00%
282VANGUARD STAR FDS9219097687$4490.00%
283IDEX CORP45167R1042$4270.00%
284US BANCORP DELUSB-PS10$4230.00%
285PTC INCPTC3$4190.00%
286DOORDASH INCDASH2$3660.00%
287J P MORGAN EXCHANGE TRADED F46654Q7245$3000.00%
288KYNDRYL HLDGS INCKD8$2520.00%
289VERTICAL AEROSPACE LTDEVTWF70$2360.00%
290GENERAL MTRS CO37045V1005$2360.00%
291TILRAY BRANDS INCTLRY343$2260.00%
292PHINIA INCPHIN4$1790.00%
293ISHARES TR4642883722$1100.00%
294NRG ENERGY INCNRG1$960.00%
295RESIDEO TECHNOLOGIES INCREZI5$890.00%
296CARLYLE GROUP INCCGABL53$490.00%
297OVINTIV INCOVV1$430.00%
298GARRETT MOTION INCGTX3$260.00%
299INTUITINTU0$150.00%
300COLGATE PALMOLIVE COCL0$20.00%
301ISHARES TR46428716890$00.00%