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Barclay Nelson

@Birch Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$198.684MTotal holdings84
Assets growth rate-2.92%Assets growth rate (2-Q avg)1.74%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Birch Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Birch Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 198.684M in assets, with a quarterly growth rate of -2.92% and a 2-quarter average growth rate of 1.74%. The portfolio is managed by Barclay Nelson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLDSpdr Gold Shares
Recent Activity
New Position
0.07%
$129,540
535 shares@ $242.14 avg price
METAMeta Platforms Inc Cl A
Recent Activity
New Position
0.05%
$93,682
160 shares@ $585.52 avg price
PGProcter And Gamble Co Com
Recent Activity
New Position
0.05%
$92,208
550 shares@ $167.66 avg price
RPVInvesco S&p 500 Pure Value Etf
Recent Activity
New Position
0.05%
$90,210
1,000 shares@ $90.21 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
New Position
0.05%
$84,245
700 shares@ $120.35 avg price
DISDisney Walt Co Com
Recent Activity
New Position
0.03%
$55,675
500 shares@ $111.35 avg price