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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
RGLDRoyal Gold Inc Com
Recent Activity
Increased 29.92%
0.07%
$136,860
1,038 shares@ $131.85 avg price
FNVFranco Nev Corp Com
Recent Activity
Increased 37.87%
0.07%
$127,585
1,085 shares@ $117.59 avg price