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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 Q3 2025 · Filed November 3, 2025 · Accession 0002071468-25-000014

Total Value
$193.3M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706587,320$35.3M18.23%
2ISHARES TR464288638403,027$21.8M11.27%
3VANGUARD TAX-MANAGED FDS921943858200,143$12.0M6.20%
4ISHARES INC46434G103140,152$9.2M4.78%
5ISHARES TR464287507109,476$7.1M3.70%
6ISHARES TR46429B69774,823$7.1M3.68%
7ISHARES TR46428743279,210$7.1M3.66%
8SCHWAB STRATEGIC TR808524201244,817$6.4M3.34%
9SCHWAB STRATEGIC TR808524508162,841$4.8M2.50%
10ISHARES TR46428780435,677$4.2M2.19%
11MICROSOFT CORPMSFT6,362$3.3M1.70%
12AMAZON COM INCAMZN14,073$3.1M1.60%
13IDEXX LABS INC45168D1044,718$3.0M1.56%
14ALPHABET INCGOOG12,359$3.0M1.55%
15APPLE INCAAPL11,633$3.0M1.53%
16SCHWAB STRATEGIC TR80852430092,252$2.9M1.52%
17JPMORGAN CHASE & CO.VYLD8,831$2.8M1.44%
18INTERNATIONAL BUSINESS MACHSINTR7,625$2.2M1.11%
19NVIDIA CORPORATIONNVDA11,409$2.1M1.10%
20VANGUARD SCOTTSDALE FDS92206C10233,858$2.0M1.03%
21VANGUARD INDEX FDS9229087695,646$1.9M0.96%
22META PLATFORMS INCMETA2,466$1.8M0.94%
23CITIGROUP INCC-PR17,364$1.8M0.91%
24ISHARES TR46435G51618,695$1.7M0.90%
25BERKSHIRE HATHAWAY INC DELBRK-A3,423$1.7M0.89%
26WALMART INCWMT16,594$1.7M0.88%
27SPDR SERIES TRUST78468R53126,660$1.7M0.88%
28ISHARES TR46435G19362,715$1.5M0.76%
29PEPSICO INCPEP10,405$1.5M0.76%
30SELECT SECTOR SPDR TR81369Y2099,399$1.3M0.68%
31UBER TECHNOLOGIES INCUBER12,767$1.3M0.65%
32SALESFORCE INCCRM5,077$1.2M0.62%
33ALIBABA GROUP HLDG LTDBBAAY6,613$1.2M0.61%
34DISNEY WALT CO25468710610,180$1.2M0.60%
35FEDEX CORPFDX4,871$1.1M0.59%
36FORTINET INCFTNT13,315$1.1M0.58%
37EXXON MOBIL CORPXOM9,637$1.1M0.56%
38ISHARES TR46435G24336,877$933,3570.48%
39JOHNSON & JOHNSONJNJ4,939$915,7900.47%
40AUTODESK INCADSK2,821$896,1480.46%
41HONEYWELL INTL INC4385161064,206$885,3630.46%
42IQVIA HLDGS INCIQV4,502$855,1100.44%
43ISHARES TR46436E55118,634$817,1010.42%
44WASTE MGMT INC DEL94106L1093,485$769,6170.40%
45LOCKHEED MARTIN CORPLMT1,537$767,2770.40%
46BRISTOL-MYERS SQUIBB COCELG-RI16,798$757,5930.39%
47CONOCOPHILLIPSCOP7,876$744,9910.39%
48ISHARES INC46434G86316,348$709,8390.37%
49INTUITIVE SURGICAL INCISRG1,533$685,6040.35%
50PROCTER AND GAMBLE CO7427181094,280$657,6600.34%
51ISHARES TR4642888023,609$489,5610.25%
52CHEVRON CORP NEWCVX3,059$475,0250.25%
53SCHWAB STRATEGIC TR80852480520,393$474,7500.25%
54ABBVIE INCABBV1,976$457,4160.24%
55CVS HEALTH CORPCVS6,034$454,9180.24%
56SCHWAB STRATEGIC TR80852486217,456$425,9270.22%
57COSTCO WHSL CORP NEW22160K105455$421,1620.22%
58ISHARES TR4642876551,480$358,1010.19%
59ALPHABET INCGOOG1,468$357,5730.18%
60ISHARES TR46432F8343,987$329,2470.17%
61MCDONALDS CORPMCD1,075$326,6820.17%
62ISHARES TR46436E5446,981$297,1120.15%
63SCHWAB STRATEGIC TR80852460710,520$293,5080.15%
64VANGUARD MUN BD FDS9229077465,785$289,6550.15%
65ISHARES TR46435U5495,806$278,8630.14%
66HOME DEPOT INCHD655$265,4000.14%
67GE AEROSPACE369604301868$261,1120.14%
68AUTOMATIC DATA PROCESSING INADP865$253,8780.13%
69VANGUARD INTL EQUITY INDEX F9220428584,412$239,0430.12%
70ISHARES TR4642874652,489$232,3980.12%
71PAR PAC HOLDINGS INCPARR6,500$230,2300.12%
72MERCK & CO INCMRK2,660$223,2540.12%
73ABBOTT LABSABLZF1,631$218,4570.11%
74INTEL CORPINTC6,462$216,8130.11%
75COCA COLA COKO3,200$212,2240.11%
76AMGEN INCAMGN750$211,6500.11%
77ILLINOIS TOOL WKS INC452308109800$208,6080.11%
78SCHWAB CHARLES CORPSCHW-PJ2,167$206,8550.11%
79STRYKER CORPORATIONSYK550$203,3190.11%
80CISCO SYS INCCSCO2,910$199,0870.10%
81CATERPILLAR INCCAT400$190,8600.10%
82MOODYS CORPMCO400$190,5920.10%
83PHILIP MORRIS INTL INC7181721091,173$190,2610.10%
84VANGUARD INDEX FDS922908652900$188,4060.10%
85NORTHROP GRUMMAN CORPNOC300$182,7960.09%
863M COMMM1,164$180,5730.09%
87SCHWAB STRATEGIC TR8085247064,966$165,7160.09%
88APPLIED MATLS INC038222105800$163,7920.08%
89ISHARES TR46435U6633,394$153,0020.08%
90AMERICAN EXPRESS COAXP410$136,1860.07%
91ISHARES TR464288257979$135,3370.07%
92PHILLIPS 66PSX936$127,3150.07%
93NBT BANCORP INCNBTB2,991$124,9050.06%
94COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$120,7260.06%
95VERIZON COMMUNICATIONS INCVZ2,738$120,3400.06%
96NETFLIX INCNFLX100$119,8920.06%
97CHUBB LIMITEDCB413$116,5700.06%
98SCHWAB STRATEGIC TR8085248704,222$113,7830.06%
99SPDR S&P 500 ETF TRSPY168$111,7430.06%
100AT&T INCT-PC3,943$111,3510.06%
101VANGUARD INDEX FDS922908512625$109,1130.06%
102GE VERNOVA INCGEV174$106,9930.06%
103TAIWAN SEMICONDUCTOR MFG LTD874039100381$106,4100.06%
104CONSOLIDATED EDISON INCED974$97,9070.05%
105ADOBE INCADBE265$93,4790.05%
106DEERE & CODE200$91,4520.05%
107ALTRIA GROUP INCMO1,250$82,5750.04%
108BANK AMERICA CORP0605051041,567$80,8200.04%
109MARTIN MARIETTA MATLS INC573284106126$79,3560.04%
110VANGUARD INDEX FDS922908751309$78,5730.04%
111SUN LIFE FINANCIAL INC.SUNFF1,295$77,7390.04%
112MCKESSON CORPMCK100$77,2540.04%
113RTX CORPORATIONRTX425$71,1160.04%
114GENERAL DYNAMICS CORPGD200$68,2000.04%
115CRISPR THERAPEUTICS AGCRSP1,050$68,0510.04%
116ISHARES TR46435G532806$67,0600.03%
117VANGUARD WORLD FD92204A70283$62,3080.03%
118CARRIER GLOBAL CORPORATIONCARR1,025$61,1930.03%
119SOUTHERN COSOMN632$59,8950.03%
120KIMBERLY-CLARK CORPKMB471$58,5650.03%
121MONDELEZ INTL INC609207105933$58,2850.03%
122PFIZER INCPFE2,121$54,0440.03%
123EASTMAN CHEM COEMN825$52,0170.03%
124LOWES COS INC548661107200$50,2620.03%
125TEXAS INSTRS INC882508104250$45,9330.02%
126AMERICAN ELEC PWR CO INC025537101408$45,8450.02%
127SYSCO CORPSYY550$45,2870.02%
128SELECT SECTOR SPDR TR81369Y852378$44,7440.02%
129TESLA INCTSLA100$44,4720.02%
130BOEING COBA-PA203$43,7310.02%
131INVESCO EXCHANGE TRADED FD TIVZ280$43,5260.02%
132ISHARES TR464289438158$43,2370.02%
133PUBLIC SVC ENTERPRISE GRP IN744573106466$38,8930.02%
134CORNING INCGLW453$37,1600.02%
135SCHWAB STRATEGIC TR8085241021,400$35,9940.02%
136VANGUARD BD INDEX FDS921937819439$34,2870.02%
137WHEATON PRECIOUS METALS CORPWPM300$33,5520.02%
138ISHARES TR464287630189$33,4180.02%
139STANDEX INTL CORP854231107150$31,7850.02%
140VANGUARD BD INDEX FDS921937827390$30,7750.02%
141PENSKE AUTOMOTIVE GRP INC70959W103175$30,4350.02%
142SELECT SECTOR SPDR TR81369Y506340$30,3760.02%
143LINDE PLCLIN62$29,4500.02%
144ASML HOLDING N VASMLF30$29,0430.02%
145CAMDEN NATL CORP133034108750$28,9430.01%
146LAM RESEARCH CORPLRCX211$28,2400.01%
147ROCKWELL AUTOMATION INCROK80$27,9630.01%
148TRAVELERS COMPANIES INCTRV100$27,9220.01%
149ISHARES TR46428720040$26,7720.01%
150INVESCO EXCHANGE TRADED FD TIVZ139$26,3690.01%
151WILLIAMS COS INC969457100400$25,3400.01%
152AMERICA MOVIL SAB DE CVAMXOF1,200$25,2000.01%
153BAR HBR BANKSHARES066849100826$25,1600.01%
154BNY MELLON ETF TRUST09661T404278$24,8950.01%
155SHOPIFY INCSHOP162$24,0750.01%
156SCHWAB STRATEGIC TR8085248471,053$22,7050.01%
157RAYMOND JAMES FINL INC754730109131$22,6110.01%
158ISHARES TR46435U440466$22,4280.01%
159SOLVENTUM CORPSOLV301$21,9730.01%
160CANADIAN PACIFIC KANSAS CITYCP288$21,4540.01%
161ISHARES TR46436E767356$20,4030.01%
162HALLIBURTON COHAL800$19,6800.01%
163OTIS WORLDWIDE CORPOTIS212$19,3840.01%
164ISHARES TR46436E759247$18,7080.01%
165AMEREN CORPAEE179$18,6850.01%
166ALLSTATE CORPALL-PJ84$18,0170.01%
167VANGUARD WORLD FD921910733151$17,9130.01%
168SNAP ON INCSNA50$17,3270.01%
169MICRON TECHNOLOGY INCMU102$17,1300.01%
170AMERIPRISE FINL INC03076C10634$16,7030.01%
171FORD MTR CO3453708601,357$16,2300.01%
172OREILLY AUTOMOTIVE INC67103H107150$16,1720.01%
173BOSTON SCIENTIFIC CORPBSX160$15,6210.01%
174ALLIANT ENERGY CORPLNT230$15,5050.01%
175COLUMBIA SPORTSWEAR COCOLM293$15,3390.01%
176MORGAN STANLEYMS-PQ95$15,0940.01%
177BP PLCBPPFF428$14,7490.01%
178BROOKFIELD CORP11271J107250$14,2350.01%
179HUBSPOT INCHUBS30$14,0340.01%
180SCHLUMBERGER LTDSLB400$13,7480.01%
181RIVIAN AUTOMOTIVE INCRIVN910$13,3590.01%
182FIDELITY WISE ORIGIN BITCOINFBTC130$12,9760.01%
183VICI PPTYS INC925652109375$12,2290.01%
184OCCIDENTAL PETE CORP674599105258$12,1910.01%
185LITHIUM AMERS CORP NEWLTUM2,000$11,4200.01%
186BROOKFIELD INFRAST PARTNERSG16252101340$11,1830.01%
187CORPAY INCCPAY37$10,6590.01%
188WELLTOWER INCWELL59$10,4910.01%
189GATX CORPGATX60$10,4880.01%
190MODERNA INCMRNA400$10,3320.01%
191NNN REIT INCNNN240$10,2170.01%
192AMPLIFY ETF TR032108607150$10,0560.01%
193KEYCORP493267108507$9,4760.00%
194EXELON CORPEXC210$9,4530.00%
195MERCADOLIBRE INCMELI4$9,3480.00%
196KINDER MORGAN INC DELEP-PC316$8,9460.00%
197FORTUNE BRANDS INNOVATIONS IFBIN160$8,5430.00%
198SPROTT ASSET MANAGEMENT LPSII284$8,4130.00%
199KRAFT HEINZ COKHC310$8,0730.00%
200REGENERON PHARMACEUTICALSREGN14$7,8720.00%
201ONEOK INC NEWOKE107$7,8080.00%
202L3HARRIS TECHNOLOGIES INCLHX23$7,0510.00%
203GE HEALTHCARE TECHNOLOGIES IGEHC91$6,8350.00%
204PLAINS ALL AMERN PIPELINE L726503105400$6,8240.00%
205SCHWAB STRATEGIC TR808524797248$6,7660.00%
206SAFETY INS GROUP INC78648T10095$6,7160.00%
207VIATRIS INCVTRS600$5,9400.00%
208GRAIL INCGRAL100$5,9130.00%
209SCHWAB STRATEGIC TR80852465670$5,5020.00%
210JOHNSON CTLS INTL PLCG5150210550$5,4980.00%
211WP CAREY INC92936U10980$5,4060.00%
212INVESCO INDIA EXCHANGE-TRADEIVZ212$5,3250.00%
213BLACKLINE INCBL100$5,3100.00%
214BHP GROUP LTDBHPLF93$5,1850.00%
215BROOKFIELD RENEWABLE PARTNERG16258108200$5,1580.00%
216WISDOMTREE TRWT38$4,8780.00%
217KROGER COKR71$4,7590.00%
218INTERCONTINENTAL EXCHANGE IN45866F10427$4,4900.00%
219AMCOR PLCAMCCF523$4,2790.00%
220ILLUMINA INCILMN45$4,2740.00%
221CMS ENERGY CORPCMS-PC58$4,2500.00%
222WARNER BROS DISCOVERY INCWBD215$4,1990.00%
223REINSURANCE GRP OF AMERICA I75935160419$3,6510.00%
224HYPERFINE INCHYPR2,500$3,6250.00%
225COMCAST CORP NEWCCZ104$3,2680.00%
226APPLE HOSPITALITY REIT INCAPLE271$3,2530.00%
227ISHARES TR46434V62146$3,1320.00%
228FLUOR CORP NEWFLR73$3,0720.00%
229SCHWAB STRATEGIC TR808524839128$3,0050.00%
230WEYERHAEUSER CO MTN BEWY117$2,9010.00%
231ANTERO RESOURCES CORPAR79$2,6520.00%
232NUCOR CORPNUE19$2,5740.00%
233POLARIS INCPII44$2,5640.00%
234DEVON ENERGY CORP NEW25179M10368$2,3850.00%
235OLD NATL BANCORP IND680033107103$2,2550.00%
236ABRDN FDS00384X30159$2,1900.00%
237ADVANSIX INCASIX103$1,9930.00%
238ISHARES TR46436E74243$1,9470.00%
239AIRBNB INCABNB15$1,8220.00%
240J P MORGAN EXCHANGE TRADED F46641Q33227$1,5620.00%
241OKLO INCOKLO12$1,3400.00%
242FIRST BANCORP INC MEFNLC50$1,3130.00%
243ADVANCED MICRO DEVICES INCAMD8$1,2950.00%
244VANGUARD INDEX FDS9229083632$1,2250.00%
245ADIENT PLCADNT45$1,0840.00%
246FIRST TR INTER DURATN PFD &33718W10340$7660.00%
247SOUTHWEST AIRLS CO84474110819$6070.00%
248TILRAY BRANDS INCTLRY343$5940.00%
249PTC INCPTC3$5480.00%
250DOORDASH INCDASH2$5440.00%
251VANGUARD STAR FDS9219097687$5380.00%
252GRAINGER W W INC3848021041$4910.00%
253VISTRA CORPVST2$3920.00%
254IDEX CORP45167R1042$3840.00%
255VERTICAL AEROSPACE LTDEVTWF70$3640.00%
256J P MORGAN EXCHANGE TRADED F46654Q7245$3280.00%
257GENERAL MTRS CO37045V1005$3050.00%
258PHINIA INCPHIN4$2440.00%
259KYNDRYL HLDGS INCKD8$2410.00%
260RESIDEO TECHNOLOGIES INCREZI5$2160.00%
261NRG ENERGY INCNRG1$1620.00%
262ISHARES TR4642883722$1230.00%
263TCW ETF TRUST87191E1053$1170.00%
264PROSHARES TR74347R1071$1130.00%
265ISHARES TR4642895292$1020.00%
266CARLYLE GROUP INCCGABL53$780.00%
267GARRETT MOTION INCGTX3$420.00%
268OVINTIV INCOVV1$410.00%
269INTUITINTU0$170.00%
270ISHARES TR46428716890$00.00%