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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 Q4 2025 · Filed February 4, 2026 · Accession 0002071468-26-000001

Total Value
$200.6M
Positions
298
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C706601,274$36.0M17.97%
2ISHARES TR464288638430,648$23.2M11.57%
3VANGUARD TAX-MANAGED FDS921943858198,851$12.4M6.19%
4ISHARES INC46434G103139,902$9.4M4.69%
5ISHARES TR464287507109,388$7.2M3.60%
6ISHARES TR46428743280,282$7.0M3.49%
7ISHARES TR46429B69774,187$7.0M3.48%
8SCHWAB STRATEGIC TR808524201241,632$6.5M3.24%
9SCHWAB STRATEGIC TR808524508159,054$4.8M2.38%
10ISHARES TR46428780435,006$4.2M2.10%
11ALPHABET INCGOOG12,199$3.8M1.90%
12APPLE INCAAPL13,199$3.6M1.79%
13MICROSOFT CORPMSFT7,307$3.5M1.76%
14AMAZON COM INCAMZN14,619$3.4M1.68%
15IDEXX LABS INC45168D1044,629$3.1M1.56%
16JPMORGAN CHASE & CO.VYLD9,165$3.0M1.47%
17SCHWAB STRATEGIC TR80852430089,639$2.9M1.46%
18INTERNATIONAL BUSINESS MACHSINTR7,464$2.2M1.10%
19META PLATFORMS INCMETA3,213$2.1M1.06%
20VANGUARD SCOTTSDALE FDS92206C10235,616$2.1M1.04%
21NVIDIA CORPORATIONNVDA10,952$2.0M1.02%
22CITIGROUP INCC-PR16,614$1.9M0.97%
23ISHARES TR46435G51619,985$1.9M0.95%
24SPDR SERIES TRUST78468R53128,619$1.9M0.94%
25VANGUARD INDEX FDS9229087695,647$1.9M0.94%
26WALMART INCWMT16,562$1.8M0.92%
27BERKSHIRE HATHAWAY INC DELBRK-A3,396$1.7M0.85%
28ISHARES TR46435G19369,555$1.6M0.81%
29SALESFORCE INCCRM5,340$1.4M0.71%
30PEPSICO INCPEP9,666$1.4M0.69%
31SELECT SECTOR SPDR TR81369Y2098,912$1.4M0.69%
32EXXON MOBIL CORPXOM9,716$1.2M0.58%
33FORTINET INCFTNT14,410$1.1M0.57%
34FEDEX CORPFDX3,838$1.1M0.55%
35DISNEY WALT CO2546871069,545$1.1M0.54%
36UBER TECHNOLOGIES INCUBER13,119$1.1M0.53%
37JOHNSON & JOHNSONJNJ4,997$1.0M0.52%
38ISHARES TR46435G24340,346$1.0M0.51%
39IQVIA HLDGS INCIQV4,302$969,7140.48%
40INTUITIVE SURGICAL INCISRG1,590$900,5130.45%
41ISHARES TR46436E55119,575$874,0070.44%
42AUTODESK INCADSK2,835$839,1890.42%
43BRISTOL-MYERS SQUIBB COCELG-RI15,449$833,3130.42%
44ALIBABA GROUP HLDG LTDBBAAY5,674$831,6950.41%
45HONEYWELL INTL INC4385161064,248$828,7660.41%
46WASTE MGMT INC DEL94106L1093,677$807,8430.40%
47ISHARES INC46434G86317,393$768,2290.38%
48LOCKHEED MARTIN CORPLMT1,538$744,1110.37%
49CONOCOPHILLIPSCOP7,876$737,2730.37%
50PROCTER AND GAMBLE CO7427181094,335$621,2850.31%
51ALPHABET INCGOOG1,913$600,3850.30%
52ISHARES TR4642888023,569$497,3230.25%
53SCHWAB STRATEGIC TR80852480520,416$490,8060.24%
54CHEVRON CORP NEWCVX3,059$466,2550.23%
55ABBVIE INCABBV1,976$451,5030.23%
56CVS HEALTH CORPCVS5,665$449,5850.22%
57SCHWAB STRATEGIC TR80852486217,992$438,4630.22%
58ISHARES TR4642876551,754$431,7650.22%
59COSTCO WHSL CORP NEW22160K105455$392,3650.20%
60MCDONALDS CORPMCD1,166$356,3650.18%
61ISHARES TR46432F8343,987$337,4600.17%
62ISHARES TR46436E5447,265$309,3260.15%
63SCHWAB STRATEGIC TR80852460710,520$299,6100.15%
64MERCK & CO INCMRK2,723$286,6230.14%
65ISHARES TR46435U5495,806$277,8180.14%
66GE AEROSPACE369604301868$267,3710.13%
67AMGEN INCAMGN771$252,3570.13%
68HOME DEPOT INCHD720$247,7520.12%
69COCA COLA COKO3,432$239,9320.12%
70ISHARES TR4642874652,489$239,0190.12%
71INTEL CORPINTC6,462$238,4620.12%
72VANGUARD INTL EQUITY INDEX F9220428584,360$234,3940.12%
73CATERPILLAR INCCAT400$229,1480.11%
74CISCO SYS INCCSCO2,969$228,7210.11%
75PAR PAC HOLDINGS INCPARR6,500$228,4100.11%
76AUTOMATIC DATA PROCESSING INADP865$222,5040.11%
77SCHWAB CHARLES CORPSCHW-PJ2,167$216,4910.11%
78ABBOTT LABSABLZF1,664$208,4830.10%
79APPLIED MATLS INC038222105800$205,5920.10%
80MOODYS CORPMCO400$204,3400.10%
81ILLINOIS TOOL WKS INC452308109800$197,0400.10%
82STRYKER CORPORATIONSYK550$193,3090.10%
83PHILIP MORRIS INTL INC7181721091,205$193,2820.10%
84VANGUARD INDEX FDS922908652900$188,2080.09%
85NORTHROP GRUMMAN CORPNOC300$171,0630.09%
86RTX CORPORATIONRTX887$162,6760.08%
87SCHWAB STRATEGIC TR8085247064,966$162,6370.08%
88VANGUARD INDEX FDS922908512886$157,1500.08%
89AMERICAN EXPRESS COAXP410$151,6800.08%
90COGNIZANT TECHNOLOGY SOLUTIOCTSH1,800$149,4000.07%
91ISHARES TR464288257982$138,9440.07%
92CHUBB LIMITEDCB413$128,9060.06%
93NBT BANCORP INCNBTB2,991$124,1870.06%
94PHILLIPS 66PSX936$120,7820.06%
95SPDR S&P 500 ETF TRSPY175$119,2590.06%
963M COMMM737$117,9360.06%
97TAIWAN SEMICONDUCTOR MFG LTD874039100381$115,7830.06%
98GE VERNOVA INCGEV174$113,7220.06%
99VERIZON COMMUNICATIONS INCVZ2,746$111,8550.06%
100SCHWAB STRATEGIC TR8085248704,222$111,8410.06%
101ISHARES TR46435U6632,324$106,8580.05%
102AT&T INCT-PC4,111$102,1180.05%
103CONSOLIDATED EDISON INCED974$96,7380.05%
104NETFLIX INCNFLX1,000$93,7600.05%
105DEERE & CODE200$93,1140.05%
106ADOBE INCADBE265$92,7480.05%
107BANK AMERICA CORP0605051041,657$91,1450.05%
108MCKESSON CORPMCK100$82,0290.04%
109SUN LIFE FINANCIAL INC.SUNFF1,295$80,8080.04%
110VANGUARD INDEX FDS922908751309$79,7070.04%
111MARTIN MARIETTA MATLS INC573284106126$78,4100.04%
112ALTRIA GROUP INCMO1,250$72,0750.04%
113LOWES COS INC548661107290$69,9370.03%
114ISHARES TR46435G532806$67,8860.03%
115GENERAL DYNAMICS CORPGD200$67,3320.03%
116VANGUARD WORLD FD92204A70284$62,9430.03%
117PFIZER INCPFE2,406$59,9100.03%
118SOUTHERN COSOMN632$55,1110.03%
119CARRIER GLOBAL CORPORATIONCARR1,025$54,1610.03%
120ELI LILLY & COLLY50$53,7340.03%
121EASTMAN CHEM COEMN825$52,6600.03%
122VANGUARD INDEX FDS922908538181$50,5250.03%
123MONDELEZ INTL INC609207105933$50,2240.03%
124FIRST TR EXCHANGE TRADED FD33738R118507$49,0980.02%
125AMERICAN ELEC PWR CO INC025537101408$47,0400.02%
126ISHARES TR46436E767814$46,8710.02%
127TESLA INCTSLA100$44,9720.02%
128SELECT SECTOR SPDR TR81369Y852378$44,4990.02%
129BOEING COBA-PA203$43,9920.02%
130INVESCO EXCHANGE TRADED FD TIVZ280$43,8570.02%
131ISHARES TR464289438158$43,7570.02%
132TEXAS INSTRS INC882508104250$43,3730.02%
133VANGUARD WORLD FD921910816104$42,9290.02%
134SYSCO CORPSYY550$40,5300.02%
135KIMBERLY-CLARK CORPKMB396$39,9530.02%
136CORNING INCGLW453$39,6650.02%
137PUBLIC SVC ENTERPRISE GRP IN744573106466$37,4200.02%
138SCHWAB STRATEGIC TR8085241021,400$36,7220.02%
139MASTERCARD INCORPORATEDMA64$36,5370.02%
140LAM RESEARCH CORPLRCX211$36,1670.02%
141WHEATON PRECIOUS METALS CORPWPM300$35,2560.02%
142VANGUARD BD INDEX FDS921937819440$34,2530.02%
143ISHARES TR464287630189$34,2490.02%
144STANDEX INTL CORP854231107150$32,5920.02%
145CAMDEN NATL CORP133034108750$32,5350.02%
146ASML HOLDING N VASMLF30$32,0960.02%
147PALO ALTO NETWORKS INCPANW174$32,0510.02%
148ROCKWELL AUTOMATION INCROK80$31,1260.02%
149BLACKROCK INCBLK29$31,0400.02%
150ISHARES TR464287408145$30,7510.02%
151VANGUARD BD INDEX FDS921937827390$30,7360.02%
152SELECT SECTOR SPDR TR81369Y506680$30,4030.02%
153VANGUARD INDEX FDS922908611143$30,2860.02%
154INVESCO EXCH TRD SLF IDX FDIVZ1,500$29,6100.01%
155MICRON TECHNOLOGY INCMU102$29,2370.01%
156TRAVELERS COMPANIES INCTRV100$29,0060.01%
157VANGUARD INDEX FDS92290859595$28,7010.01%
158PENSKE AUTOMOTIVE GRP INC70959W103175$27,7010.01%
159ISHARES TR46428720040$27,3980.01%
160INVESCO EXCHANGE TRADED FD TIVZ450$26,6760.01%
161INVESCO EXCHANGE TRADED FD TIVZ139$26,6270.01%
162SHOPIFY INCSHOP162$26,0780.01%
163BAR HBR BANKSHARES066849100826$25,6480.01%
164AMERICA MOVIL SAB DE CVAMXOF1,200$24,8040.01%
165WILLIAMS COS INC969457100400$24,0440.01%
166ISHARES TR46436E759304$22,8490.01%
167HALLIBURTON COHAL800$22,6080.01%
168ISHARES TR46435U440466$22,3390.01%
169CRISPR THERAPEUTICS AGCRSP405$21,2390.01%
170CANADIAN PACIFIC KANSAS CITYCP288$21,2060.01%
171VANGUARD WORLD FD921910840150$21,1740.01%
172RAYMOND JAMES FINL INC754730109131$21,0380.01%
173SLB LIMITEDSLB546$20,9560.01%
174SOLSTICE ADVANCED MATLS INC83443Q103416$20,2100.01%
175BOSTON SCIENTIFIC CORPBSX210$20,0240.01%
176OTIS WORLDWIDE CORPOTIS212$18,5190.01%
177VANGUARD WORLD FD921910733152$18,3390.01%
178VANGUARD SCOTTSDALE FDS92206C59960$18,0200.01%
179RIVIAN AUTOMOTIVE INCRIVN910$17,9370.01%
180AMEREN CORPAEE179$17,8750.01%
181FORD MTR CO3453708601,357$17,8040.01%
182ALLSTATE CORPALL-PJ84$17,5240.01%
183SNAP ON INCSNA50$17,2300.01%
184MORGAN STANLEYMS-PQ95$16,9390.01%
185AMERIPRISE FINL INC03076C10634$16,6720.01%
186COLUMBIA SPORTSWEAR COCOLM293$16,1670.01%
187ALLIANT ENERGY CORPLNT230$14,9530.01%
188WELLTOWER INCWELL80$14,8690.01%
189BP PLCBPPFF428$14,8650.01%
190SOLVENTUM CORPSOLV183$14,5010.01%
191OREILLY AUTOMOTIVE INC67103H107150$13,6820.01%
192BROOKFIELD CORP11271J107250$13,0980.01%
193FIDELITY WISE ORIGIN BITCOINFBTC165$12,5780.01%
194ANALOG DEVICES INCADI45$12,2040.01%
195HUBSPOT INCHUBS30$12,0390.01%
196BROOKFIELD INFRAST PARTNERSG16252101340$11,8120.01%
197MODERNA INCMRNA400$11,7960.01%
198WELLS FARGO CO NEW949746101120$11,1840.01%
199REGENERON PHARMACEUTICALSREGN14$10,8070.01%
200OCCIDENTAL PETE CORP674599105258$10,6090.01%
201VICI PPTYS INC925652109375$10,5450.01%
202KEYCORP493267108507$10,4650.01%
203GATX CORPGATX60$10,1760.01%
204NNN REIT INCNNN240$9,5120.00%
205SPROTT ASSET MANAGEMENT LPSII284$9,3780.00%
206EXELON CORPEXC210$9,1540.00%
207SEMPRASREA102$9,0060.00%
208KROGER COKR141$8,8300.00%
209LITHIUM AMERS CORP NEWLTUM2,000$8,7200.00%
210KINDER MORGAN INC DELEP-PC316$8,6870.00%
211GRAIL INCGRAL100$8,5590.00%
212AMPLIFY ETF TR032108607150$8,5340.00%
213MERCADOLIBRE INCMELI4$8,0580.00%
214FORTUNE BRANDS INNOVATIONS IFBIN160$8,0040.00%
215ONEOK INC NEWOKE107$7,8650.00%
216FREEPORT-MCMORAN INCFCX152$7,7210.00%
217KRAFT HEINZ COKHC310$7,5180.00%
218VIATRIS INCVTRS600$7,4700.00%
219GE HEALTHCARE TECHNOLOGIES IGEHC91$7,4640.00%
220SAFETY INS GROUP INC78648T10095$7,4020.00%
221BLACKSTONE INCBX48$7,3990.00%
222PLAINS ALL AMERN PIPELINE L726503105400$7,1840.00%
223SCHWAB STRATEGIC TR808524797249$6,8410.00%
224LINDE PLCLIN16$6,8230.00%
225L3HARRIS TECHNOLOGIES INCLHX23$6,8070.00%
226T-MOBILE US INCTMUSZ31$6,2950.00%
227WARNER BROS DISCOVERY INCWBD215$6,1970.00%
228SPDR SERIES TRUST78464A85476$6,0970.00%
229COLGATE PALMOLIVE COCL77$6,0850.00%
230KEURIG DR PEPPER INCKDP214$5,9950.00%
231JOHNSON CTLS INTL PLCG5150210550$5,9880.00%
232ILLUMINA INCILMN45$5,9030.00%
233EATON CORP PLCETN18$5,7340.00%
234BHP GROUP LTDBHPLF93$5,6150.00%
235INVESCO INDIA EXCHANGE-TRADEIVZ227$5,5290.00%
236BLACKLINE INCBL100$5,5290.00%
237WISDOMTREE TRWT38$5,5080.00%
238BROOKFIELD RENEWABLE PARTNERG16258108200$5,3940.00%
239CHENIERE ENERGY INCLNG27$5,2490.00%
240INVESCO EXCH TRD SLF IDX FDIVZ250$5,1500.00%
241WP CAREY INC92936U10980$5,1490.00%
242INVESCO EXCH TRD SLF IDX FDIVZ250$4,8940.00%
243AMCOR PLCAMCCF523$4,3620.00%
244INTERCONTINENTAL EXCHANGE IN45866F10427$4,3290.00%
245BANK NEW YORK MELLON CORP06405810037$4,2960.00%
246SCHWAB STRATEGIC TR80852465671$4,2750.00%
247CMS ENERGY CORPCMS-PC58$4,0560.00%
248CROWN CASTLE INCCCI45$4,0000.00%
249REINSURANCE GRP OF AMERICA I75935160419$3,8660.00%
250APPLE HOSPITALITY REIT INCAPLE276$3,2760.00%
251COMCAST CORP NEWCCZ104$3,1090.00%
252NUCOR CORPNUE19$3,1000.00%
253SCHWAB STRATEGIC TR808524839130$3,0320.00%
254CORPAY INCCPAY10$3,0100.00%
255FLUOR CORP NEWFLR73$2,8930.00%
256POLARIS INCPII45$2,8180.00%
257WEYERHAEUSER CO MTN BEWY117$2,7720.00%
258ANTERO RESOURCES CORPAR79$2,7230.00%
259OPEN TEXT CORPOTEX81$2,6390.00%
260DEVON ENERGY CORP NEW25179M10368$2,4910.00%
261HYPERFINE INCHYPR2,500$2,4490.00%
262OLD NATL BANCORP IND680033107103$2,3060.00%
263AIRBNB INCABNB15$2,0360.00%
264ISHARES TR46428755612$2,0260.00%
265ISHARES TR46436E74243$2,0010.00%
266ADVANSIX INCASIX104$1,7980.00%
267ADVANCED MICRO DEVICES INCAMD8$1,7140.00%
268J P MORGAN EXCHANGE TRADED F46641Q33228$1,5960.00%
269FIRST BANCORP INC MEFNLC50$1,3220.00%
270VANGUARD INDEX FDS9229083632$1,2550.00%
271SPDR SERIES TRUST78464A40910$1,0690.00%
272ROCKET LAB CORPRKLB15$1,0470.00%
273ADIENT PLCADNT45$8630.00%
274SOUTHWEST AIRLS CO84474110819$7860.00%
275FIRST TR INTER DURATN PFD &33718W10340$7460.00%
276VANGUARD STAR FDS9219097687$5620.00%
277WW GRAINGER INC3848021041$5200.00%
278PTC INCPTC3$4710.00%
279DOORDASH INCDASH2$4530.00%
280ISHARES TR4642895299$4270.00%
281IDEX CORP45167R1042$4200.00%
282VERTICAL AEROSPACE LTDEVTWF70$3740.00%
283J P MORGAN EXCHANGE TRADED F46654Q7245$3360.00%
284GENERAL MTRS CO37045V1004$3260.00%
285TILRAY BRANDS INCTLRY34$3080.00%
286PHINIA INCPHIN4$2680.00%
287ISHARES INC4642864008$2550.00%
288KYNDRYL HLDGS INCKD8$2130.00%
289PARAMOUNT SKYDANCE CORPPSKY14$1880.00%
290RIGETTI COMPUTING INCRGTIW8$1780.00%
291RESIDEO TECHNOLOGIES INCREZI5$1760.00%
292NRG ENERGY INCNRG1$1600.00%
293ISHARES TR4642883722$1230.00%
294CARLYLE GROUP INCCGABL53$610.00%
295GARRETT MOTION INCGTX3$540.00%
296INTUITIVE MACHINES INCLUNR3$490.00%
297INTUITINTU0$160.00%
298ISHARES TR46428716890$00.00%