Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCH CAPITAL MANAGEMENT LLC | 04-10-2024 | 03-31-2024 | 89 | 192,470,681 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S ADR | ADR | 1 | $18,453,263 | 143,717 | 0.01 | 0.01 | -2,004 | -1.38 | 03-31-2024 |
| GRAINGER W W INC COM | Stock | 2 | $15,084,906 | 14,828 | 0.01 | 0.01 | 91 | 0.62 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 3 | $13,153,997 | 31,266 | 0.01 | 0.01 | 713 | 2.33 | 03-31-2024 |
| APPLE INC COM | Stock | 4 | $12,350,843 | 72,025 | 0.01 | 0.01 | 462 | 0.65 | 03-31-2024 |
