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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 August 11, 2025 · Accession 0002071468-25-000013

Total Value
$186.6M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706589,975$35.3M18.91%
2ISHARES TR464288638370,151$19.7M10.57%
3ISHARES TR46429B697129,631$12.2M6.52%
4VANGUARD TAX-MANAGED FDS921943858191,135$10.9M5.84%
5ISHARES TR46428743277,083$6.8M3.65%
6ISHARES TR464287507106,791$6.6M3.55%
7ISHARES INC46434G103109,489$6.6M3.52%
8SCHWAB STRATEGIC TR808524201237,395$5.8M3.11%
9SCHWAB STRATEGIC TR808524508165,884$4.7M2.49%
10ISHARES TR46428780435,643$3.9M2.09%
11MICROSOFT CORPMSFT6,392$3.2M1.70%
12AMAZON COM INCAMZN14,275$3.1M1.68%
13SCHWAB STRATEGIC TR80852430093,606$2.7M1.47%
14JPMORGAN CHASE & CO.VYLD9,002$2.6M1.40%
15IDEXX LABS INC45168D1044,748$2.5M1.36%
16APPLE INCAAPL12,029$2.5M1.32%
17INTERNATIONAL BUSINESS MACHSINTR7,910$2.3M1.25%
18ALPHABET INCGOOG12,328$2.2M1.16%
19VANGUARD SCOTTSDALE FDS92206C10233,196$2.0M1.05%
20META PLATFORMS INCMETA2,467$1.8M0.98%
21NVIDIA CORPORATIONNVDA11,434$1.8M0.97%
22VANGUARD INDEX FDS9229087695,649$1.7M0.92%
23WALMART INCWMT17,119$1.7M0.90%
24ISHARES TR46435G51618,699$1.7M0.89%
25BERKSHIRE HATHAWAY INC DELBRK-A3,431$1.7M0.89%
26ISHARES TR46435G19367,059$1.6M0.83%
27CITIGROUP INCC-PR18,103$1.5M0.83%
28FORTINET INCFTNT13,990$1.5M0.79%
29SPDR SERIES TRUST78468R53125,258$1.5M0.79%
30SALESFORCE INCCRM5,274$1.4M0.77%
31PEPSICO INCPEP10,483$1.4M0.74%
32SELECT SECTOR SPDR TR81369Y2099,449$1.3M0.68%
33DISNEY WALT CO25468710610,259$1.3M0.68%
34UBER TECHNOLOGIES INCUBER12,772$1.2M0.64%
35FEDEX CORPFDX4,902$1.1M0.60%
36EXXON MOBIL CORPXOM9,847$1.1M0.57%
37HONEYWELL INTL INC4385161064,362$1.0M0.54%
38ISHARES TR46435G24338,488$968,7430.52%
39AUTODESK INCADSK2,851$882,5850.47%
40ISHARES TR46436E55119,585$812,7780.44%
41INTUITIVE SURGICAL INCISRG1,459$792,8360.42%
42BRISTOL-MYERS SQUIBB COCELG-RI17,057$789,5740.42%
43JOHNSON & JOHNSONJNJ4,994$762,8340.41%
44WASTE MGMT INC DEL94106L1093,257$745,2790.40%
45LOCKHEED MARTIN CORPLMT1,538$712,2110.38%
46CONOCOPHILLIPSCOP7,876$706,7930.38%
47ALIBABA GROUP HLDG LTDBBAAY6,224$705,8640.38%
48PROCTER AND GAMBLE CO7427181094,345$692,2850.37%
49IQVIA HLDGS INCIQV4,187$659,8300.35%
50ISHARES INC46434G86314,418$564,7610.30%
51ISHARES TR4642888023,991$505,8600.27%
52CHEVRON CORP NEWCVX3,259$466,6140.25%
53SCHWAB STRATEGIC TR80852480520,393$450,6860.24%
54COSTCO WHSL CORP NEW22160K105455$450,4230.24%
55SCHWAB STRATEGIC TR80852486218,222$444,2530.24%
56CVS HEALTH CORPCVS5,795$399,7300.21%
57ABBVIE INCABBV1,975$366,5970.20%
58ISHARES TR4642876551,605$346,3430.19%
59MCDONALDS CORPMCD1,095$319,9270.17%
60ISHARES TR46432F8343,987$308,2350.17%
61ISHARES TR46436E5447,397$292,5520.16%
62VANGUARD MUN BD FDS9229077465,785$283,6390.15%
63ISHARES TR46435U5495,806$276,0180.15%
64AUTOMATIC DATA PROCESSING INADP865$266,7660.14%
65SCHWAB STRATEGIC TR80852460710,520$266,1560.14%
66ALPHABET INCGOOG1,468$260,4170.14%
67HOME DEPOT INCHD655$240,1500.13%
68COCA COLA COKO3,245$229,5840.12%
69GE AEROSPACE369604301868$223,4150.12%
70ISHARES TR4642874652,489$222,4920.12%
71MERCK & CO INCMRK2,810$222,4400.12%
72ABBOTT LABSABLZF1,631$221,8330.12%
73VANGUARD INTL EQUITY INDEX F9220428584,412$218,2180.12%
74STRYKER CORPORATIONSYK550$217,5970.12%
75PHILIP MORRIS INTL INC7181721091,173$213,6390.11%
76AMGEN INCAMGN750$209,4080.11%
77CISCO SYS INCCSCO2,964$205,6630.11%
78MOODYS CORPMCO400$200,6360.11%
79ILLINOIS TOOL WKS INC452308109800$197,8000.11%
80SCHWAB CHARLES CORPSCHW-PJ2,167$197,6750.11%
813M COMMM1,294$196,9430.11%
82VANGUARD INDEX FDS922908652900$173,4390.09%
83PAR PAC HOLDINGS INCPARR6,500$172,4450.09%
84CATERPILLAR INCCAT400$155,2840.08%
85NORTHROP GRUMMAN CORPNOC300$149,9940.08%
86SCHWAB STRATEGIC TR8085247064,966$149,6760.08%
87APPLIED MATLS INC038222105800$146,4560.08%
88INTEL CORPINTC6,462$144,7570.08%
89COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$140,4540.08%
90ISHARES TR46435U6633,394$140,2750.08%
91NETFLIX INCNFLX100$133,9130.07%
92AMERICAN EXPRESS COAXP410$130,7820.07%
93SCHWAB STRATEGIC TR8085248704,820$128,5980.07%
94ISHARES TR464288257979$125,9000.07%
95NBT BANCORP INCNBTB2,991$124,2770.07%
96VERIZON COMMUNICATIONS INCVZ2,831$122,4920.07%
97CHUBB LIMITEDCB413$119,6550.06%
98AT&T INCT-PC4,115$119,0890.06%
99PHILLIPS 66PSX936$111,6650.06%
100VANGUARD INDEX FDS922908512625$102,7880.06%
101ADOBE INCADBE265$102,5240.05%
102DEERE & CODE200$101,6980.05%
103CONSOLIDATED EDISON INCED974$97,7410.05%
104SPDR S&P 500 ETF TRSPY154$94,9340.05%
105GE VERNOVA INCGEV174$92,0730.05%
106TAIWAN SEMICONDUCTOR MFG LTD874039100404$91,5020.05%
107SUN LIFE FINANCIAL INC.SUNFF1,295$86,0530.05%
108CARRIER GLOBAL CORPORATIONCARR1,025$75,0200.04%
109BANK AMERICA CORP0605051041,566$74,1010.04%
110ALTRIA GROUP INCMO1,250$73,2880.04%
111MCKESSON CORPMCK100$73,2780.04%
112VANGUARD INDEX FDS922908751309$73,2270.04%
113MARTIN MARIETTA MATLS INC573284106126$69,1060.04%
114PFIZER INCPFE2,791$67,6540.04%
115MONDELEZ INTL INC609207105933$62,9220.03%
116RTX CORPORATIONRTX425$62,0590.03%
117EASTMAN CHEM COEMN825$61,5950.03%
118ISHARES TR46435G532806$61,1440.03%
119KIMBERLY-CLARK CORPKMB471$60,7220.03%
120GENERAL DYNAMICS CORPGD200$58,3320.03%
121SOUTHERN COSOMN632$58,0370.03%
122VANGUARD WORLD FD92204A70283$55,3280.03%
123TEXAS INSTRS INC882508104250$51,9050.03%
124CRISPR THERAPEUTICS AGCRSP1,050$51,0720.03%
125ENBRIDGE INCENNPF1,100$49,8520.03%
126LOWES COS INC548661107200$44,3740.02%
127BOEING COBA-PA203$42,4540.02%
128AMERICAN ELEC PWR CO INC025537101407$42,2370.02%
129SYSCO CORPSYY550$41,6570.02%
130SELECT SECTOR SPDR TR81369Y852378$41,0250.02%
131INVESCO EXCHANGE TRADED FD TIVZ280$39,6740.02%
132PUBLIC SVC ENTERPRISE GRP IN744573106466$39,2280.02%
133ISHARES TR464289438158$38,9490.02%
134VANGUARD BD INDEX FDS921937819439$33,9150.02%
135SCHWAB STRATEGIC TR8085241021,400$33,3620.02%
136TESLA INCTSLA100$31,7660.02%
137VANGUARD BD INDEX FDS921937827390$30,6930.02%
138CAMDEN NATL CORP133034108750$30,4350.02%
139PENSKE AUTOMOTIVE GRP INC70959W103175$30,0670.02%
140ISHARES TR464287630189$29,8170.02%
141SELECT SECTOR SPDR TR81369Y506340$28,8360.02%
142WHEATON PRECIOUS METALS CORPWPM300$26,9400.01%
143TRAVELERS COMPANIES INCTRV100$26,7540.01%
144ROCKWELL AUTOMATION INCROK80$26,5740.01%
145CORNING INCGLW485$25,5070.01%
146ISHARES TR46432F842304$25,4140.01%
147INVESCO EXCHANGE TRADED FD TIVZ139$25,2620.01%
148WILLIAMS COS INC969457100400$25,1240.01%
149ISHARES TR46428720040$24,8360.01%
150SOLVENTUM CORPSOLV327$24,8000.01%
151BAR HBR BANKSHARES066849100826$24,7470.01%
152ASML HOLDING N VASMLF30$24,0420.01%
153RBB FD INC74933W643842$23,7030.01%
154STANDEX INTL CORP854231107150$23,4720.01%
155CANADIAN PACIFIC KANSAS CITYCP288$22,8300.01%
156ISHARES TR46435U440466$22,2150.01%
157SCHWAB STRATEGIC TR8085248471,045$22,1130.01%
158AMERICA MOVIL SAB DE CVAMXOF1,200$21,5280.01%
159OTIS WORLDWIDE CORPOTIS212$20,9930.01%
160LAM RESEARCH CORPLRCX210$20,4830.01%
161RAYMOND JAMES FINL INC754730109131$20,0920.01%
162ISHARES TR46436E767356$19,2000.01%
163LINDE PLCLIN40$18,7680.01%
164SHOPIFY INCSHOP162$18,6870.01%
165ISHARES TR46436E759247$18,3870.01%
166AMERIPRISE FINL INC03076C10634$18,1470.01%
167COLUMBIA SPORTSWEAR COCOLM293$17,9030.01%
168AMEREN CORPAEE179$17,1920.01%
169BOSTON SCIENTIFIC CORPBSX160$17,1860.01%
170ALLSTATE CORPALL-PJ84$16,8430.01%
171HUBSPOT INCHUBS30$16,6990.01%
172VANGUARD WORLD FD921910733151$16,5430.01%
173HALLIBURTON COHAL800$16,3040.01%
174SNAP ON INCSNA50$15,5590.01%
175FORD MTR CO3453708601,357$14,7240.01%
176ALLIANT ENERGY CORPLNT230$13,9090.01%
177BROOKFIELD CORP11271J107250$13,8200.01%
178OREILLY AUTOMOTIVE INC67103H107150$13,5200.01%
179SCHLUMBERGER LTDSLB400$13,5200.01%
180MORGAN STANLEYMS-PQ94$13,3040.01%
181BP PLCBPPFF428$12,8110.01%
182MICRON TECHNOLOGY INCMU102$12,6050.01%
183RIVIAN AUTOMOTIVE INCRIVN910$12,5040.01%
184CORPAY INCCPAY37$12,2780.01%
185VICI PPTYS INC925652109375$12,2250.01%
186FIDELITY WISE ORIGIN BITCOINFBTC130$12,2190.01%
187BROOKFIELD INFRAST PARTNERSG16252101340$11,3900.01%
188MODERNA INCMRNA400$11,0360.01%
189OCCIDENTAL PETE CORP674599105258$10,8390.01%
190MERCADOLIBRE INCMELI4$10,4550.01%
191NNN REIT INCNNN240$10,3640.01%
192BROOKFIELD REAL ASSETS INCOMRA733$9,8010.01%
193KINDER MORGAN INC DELEP-PC316$9,2910.00%
194GATX CORPGATX60$9,2140.00%
195EXELON CORPEXC210$9,1190.00%
196WELLTOWER INCWELL59$9,0130.00%
197KEYCORP493267108507$8,8320.00%
198ONEOK INC NEWOKE107$8,7350.00%
199AMPLIFY ETF TR032108607150$8,5670.00%
200FORTUNE BRANDS INNOVATIONS IFBIN160$8,2370.00%
201KRAFT HEINZ COKHC310$8,0050.00%
202SAFETY INS GROUP INC78648T10095$7,5430.00%
203REGENERON PHARMACEUTICALSREGN14$7,3500.00%
204PLAINS ALL AMERN PIPELINE L726503105400$7,3280.00%
205SPROTT PHYSICAL GOLD TRSII284$7,2000.00%
206GE HEALTHCARE TECHNOLOGIES IGEHC91$6,7410.00%
207SCHWAB STRATEGIC TR808524797246$6,5280.00%
208INVESCO TR INVT GRADE MUNSIVZ636$6,0360.00%
209L3HARRIS TECHNOLOGIES INCLHX23$5,7670.00%
210INVESCO INDIA EXCHANGE-TRADEIVZ212$5,7250.00%
211BLACKLINE INCBL100$5,6620.00%
212VIATRIS INCVTRS600$5,3580.00%
213JOHNSON CTLS INTL PLCG5150210550$5,2810.00%
214GRAIL INCGRAL100$5,1420.00%
215BROOKFIELD RENEWABLE PARTNERG16258108200$5,1020.00%
216KROGER COKR70$5,0380.00%
217WP CAREY INC92936U10980$4,9910.00%
218INTERCONTINENTAL EXCHANGE IN45866F10427$4,8760.00%
219AMCOR PLCAMCCF523$4,8070.00%
220EMERSON ELEC COEMR35$4,6670.00%
221BHP GROUP LTDBHPLF93$4,4730.00%
222WISDOMTREE TRWT38$4,3490.00%
223ILLUMINA INCILMN45$4,2940.00%
224CMS ENERGY CORPCMS-PC58$4,0190.00%
225REINSURANCE GRP OF AMERICA I75935160419$3,7690.00%
226FLUOR CORP NEWFLR73$3,7430.00%
227COMCAST CORP NEWCCZ104$3,7120.00%
228EVERSOURCE ENERGYES58$3,6900.00%
229ANTERO RESOURCES CORPAR79$3,1830.00%
230APPLE HOSPITALITY REIT INCAPLE266$3,1010.00%
231WEYERHAEUSER CO MTN BEWY117$3,0060.00%
232SCHWAB STRATEGIC TR808524839128$2,9750.00%
233ISHARES TR46434V62146$2,9420.00%
234WARNER BROS DISCOVERY INCWBD256$2,9340.00%
235KYNDRYL HLDGS INCKD60$2,5180.00%
236NUCOR CORPNUE19$2,4620.00%
237ADVANSIX INCASIX102$2,4240.00%
238OLD NATL BANCORP IND680033107102$2,1790.00%
239DEVON ENERGY CORP NEW25179M10368$2,1640.00%
240AIRBNB INCABNB15$1,9860.00%
241ABRDN FDS00384X30159$1,9520.00%
242ISHARES TR46436E74243$1,8440.00%
243HYPERFINE INCHYPR2,500$1,7990.00%
244POLARIS INCPII44$1,7730.00%
245J P MORGAN EXCHANGE TRADED F46641Q33227$1,5250.00%
246FIRST BANCORP INC MEFNLC50$1,2710.00%
247ADVANCED MICRO DEVICES INCAMD8$1,1360.00%
248ORGANON & COOGN103$9980.00%
249ADIENT PLCADNT45$8760.00%
250FIRST TR INTER DURATN PFD &33718W10340$7530.00%
251SOUTHWEST AIRLS CO84474110819$6170.00%
252GRAINGER W W INC3848021041$5360.00%
253ANSYS INC03662Q1051$5080.00%
254VANGUARD STAR FDS9219097687$5030.00%
255DOORDASH INCDASH2$4940.00%
256VERTICAL AEROSPACE LTDEVTWF70$4740.00%
257PTC INCPTC3$4660.00%
258IDEX CORP45167R1042$4140.00%
259VISTRA CORPVST2$3880.00%
260J P MORGAN EXCHANGE TRADED F46654Q7245$3160.00%
261GENERAL MTRS CO37045V1005$2470.00%
262OKLO INCOKLO4$2240.00%
263PHINIA INCPHIN4$1880.00%
264NRG ENERGY INCNRG1$1610.00%
265TILRAY BRANDS INCTLRY343$1430.00%
266ISHARES TR4642883722$1190.00%
267TCW ETF TRUST87191E1053$1150.00%
268RESIDEO TECHNOLOGIES INCREZI5$1110.00%
269ISHARES TR4642895292$1090.00%
270PROSHARES TR74347R1071$980.00%
271CARLYLE GROUP INCCGABL53$650.00%
272OVINTIV INCOVV1$390.00%
273GARRETT MOTION INCGTX3$320.00%
274INTUITINTU0$190.00%
275COLGATE PALMOLIVE COCL0$20.00%
276ISHARES TR46428716890$00.00%