0001799859-21-000003.txt : 20210405
0001799859-21-000003.hdr.sgml : 20210405
20210405121445
ACCESSION NUMBER: 0001799859-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210405
DATE AS OF CHANGE: 20210405
EFFECTIVENESS DATE: 20210405
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birch Capital Management, LLC
CENTRAL INDEX KEY: 0001799859
IRS NUMBER: 271904871
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19686
FILM NUMBER: 21804395
BUSINESS ADDRESS:
STREET 1: 1434 LA SENDA PLACE
CITY: DALLAS
STATE: TX
ZIP: 75208-2525
BUSINESS PHONE: 2148102824
MAIL ADDRESS:
STREET 1: 1434 LA SENDA PLACE
CITY: DALLAS
STATE: TX
ZIP: 75208-2525
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001799859
XXXXXXXX
03-31-2021
03-31-2021
Birch Capital Management, LLC
1434 LA SENDA PLACE
DALLAS
TX
75208-2525
13F HOLDINGS REPORT
028-19686
N
Barclay D Nelson
Principal
2148102824
Barclay D Nelson
Dallas
TX
04-05-2021
0
82
135888
false
INFORMATION TABLE
2
form13f03312021.xml
AMAZON COM INC COM
Stock
023135106
105
34
SH
SOLE
34
0
0
JOHNSON & JOHNSON COM
Stock
478160104
2951
17956
SH
SOLE
17956
0
0
FLEETCOR TECHNOLOGIES INC COM
Stock
339041105
700
2604
SH
SOLE
2604
0
0
ENTERPRISE PRODS PARTNERS L P COM
Stock
293792107
963
43751
SH
SOLE
43751
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
5229
30761
SH
SOLE
30761
0
0
MEDTRONIC PLC SHS
Stock
G5960L103
1071
9068
SH
SOLE
9068
0
0
CLOROX CO DEL COM
Stock
189054109
420
2180
SH
SOLE
2180
0
0
NETFLIX INC COM
Stock
64110L106
183
350
SH
SOLE
350
0
0
PAYCHEX INC COM
Stock
704326107
1631
16642
SH
SOLE
16642
0
0
ILLINOIS TOOL WKS INC COM
Stock
452308109
1533
6922
SH
SOLE
6922
0
0
COGNIZANT TECHNOLOGY SOLUTIONS CL A
Stock
192446102
2066
26447
SH
SOLE
26447
0
0
SMUCKER J M CO COM NEW
Stock
832696405
13
100
SH
SOLE
100
0
0
SNAP ON INC COM
Stock
833034101
326
1411
SH
SOLE
1411
0
0
PEPSICO INC COM
Stock
713448108
1308
9246
SH
SOLE
9246
0
0
INFOSYS LTD SPONSORED ADR
ADR
456788108
4929
263291
SH
SOLE
263291
0
0
AMERISOURCEBERGEN CORP COM
Stock
03073E105
3009
25489
SH
SOLE
25489
0
0
BECTON DICKINSON & CO COM
Stock
075887109
3023
12434
SH
SOLE
12434
0
0
ATMOS ENERGY CORP COM
Stock
049560105
150
1518
SH
SOLE
1518
0
0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ETF
72201R833
4833
47422
SH
SOLE
47422
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
26
100
SH
SOLE
100
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
276
134
SH
SOLE
134
0
0
FISERV INC COM
Stock
337738108
1786
15005
SH
SOLE
15005
0
0
INTUIT COM
Stock
461202103
75
197
SH
SOLE
197
0
0
MICROSOFT CORP COM
Stock
594918104
6754
28646
SH
SOLE
28646
0
0
CVS HEALTH CORP COM
Stock
126650100
5358
71224
SH
SOLE
71224
0
0
SPROTT PHYSICAL GOLD TR UNIT
CEF
85207H104
889
66313
SH
SOLE
66313
0
0
RPM INTL INC COM
Stock
749685103
345
3754
SH
SOLE
3754
0
0
SPDR GOLD MINISHARES TRUST
ETF
98149E204
9
520
SH
SOLE
520
0
0
CBOE GLOBAL MKTS INC COM
Stock
12503M108
591
5984
SH
SOLE
5984
0
0
VANGUARD MID-CAP INDEX FUND
ETF
922908629
51
230
SH
SOLE
230
0
0
NIKE INC CL B
Stock
654106103
2128
16017
SH
SOLE
16017
0
0
VANECK VECTORS GOLD MINERS ETF
ETF
92189F106
128
3930
SH
SOLE
3930
0
0
BOOKING HOLDINGS INC COM
Stock
09857L108
380
163
SH
SOLE
163
0
0
AFLAC INC COM
Stock
001055102
7
139
SH
SOLE
139
0
0
NETSTREIT CORP COM
REIT
64119V303
500
27053
SH
SOLE
27053
0
0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Stock
559080106
108
2486
SH
SOLE
2486
0
0
BROADSTONE NET LEASE INC COM
REIT
11135E203
288
15764
SH
SOLE
15764
0
0
VISA INC COM CL A
Stock
92826C839
502
2372
SH
SOLE
2372
0
0
PEMBINA PIPELINE CORP COM
Stock
706327103
135
4693
SH
SOLE
4693
0
0
KINDER MORGAN INC DEL COM
Stock
49456B101
425
25545
SH
SOLE
25545
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
4229
15308
SH
SOLE
15308
0
0
OMNICOM GROUP INC COM
Stock
681919106
254
3423
SH
SOLE
3423
0
0
ENBRIDGE INC COM
Stock
29250N105
381
10473
SH
SOLE
10473
0
0
NVIDIA CORPORATION COM
Stock
67066G104
160
300
SH
SOLE
300
0
0
GENUINE PARTS CO COM
Stock
372460105
956
8270
SH
SOLE
8270
0
0
GRAINGER W W INC COM
Stock
384802104
7061
17612
SH
SOLE
17612
0
0
ABBVIE INC COM
Stock
00287Y109
1530
14139
SH
SOLE
14139
0
0
S&P GLOBAL INC COM
Stock
78409V104
5974
16929
SH
SOLE
16929
0
0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
ADR
874039100
970
8200
SH
SOLE
8200
0
0
FACTSET RESH SYS INC COM
Stock
303075105
2097
6795
SH
SOLE
6795
0
0
RESMED INC COM
Stock
761152107
5140
26493
SH
SOLE
26493
0
0
DISCOVER FINL SVCS COM
Stock
254709108
1273
13406
SH
SOLE
13406
0
0
INTERCONTINENTAL EXCHANGE INC COM
Stock
45866F104
3686
33002
SH
SOLE
33002
0
0
CISCO SYS INC COM
Stock
17275R102
91
1752
SH
SOLE
1752
0
0
CLEARWAY ENERGY INC CL C
Stock
18539C204
112
3988
SH
SOLE
3988
0
0
PLAINS GP HLDGS L P LTD PARTNR INT A
Stock
72651A207
152
16119
SH
SOLE
16119
0
0
CIGNA CORP NEW COM
Stock
125523100
74
308
SH
SOLE
308
0
0
ONEOK INC NEW COM
Stock
682680103
1688
33326
SH
SOLE
33326
0
0
MCCORMICK & CO INC COM NON VTG
Stock
579780206
2268
25436
SH
SOLE
25436
0
0
LOCKHEED MARTIN CORP COM
Stock
539830109
6
15
SH
SOLE
15
0
0
TJX COS INC NEW COM
Stock
872540109
40
600
SH
SOLE
600
0
0
ORACLE CORP COM
Stock
68389X105
674
9607
SH
SOLE
9607
0
0
3M CO COM
Stock
88579Y101
3749
19456
SH
SOLE
19456
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
3020
1460
SH
SOLE
1460
0
0
AMGEN INC COM
Stock
031162100
5228
21013
SH
SOLE
21013
0
0
CANADIAN NATL RY CO COM
Stock
136375102
1929
16628
SH
SOLE
16628
0
0
TC ENERGY CORP COM
Stock
87807B107
558
12193
SH
SOLE
12193
0
0
ESSENTIAL UTILS INC COM
Stock
29670G102
218
4870
SH
SOLE
4870
0
0
C H ROBINSON WORLDWIDE INC COM NEW
Stock
12541W209
862
9028
SH
SOLE
9028
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
2479
6664
SH
SOLE
6664
0
0
PRICE T ROWE GROUP INC COM
Stock
74144T108
4334
25255
SH
SOLE
25255
0
0
TRAVELERS COMPANIES INC COM
Stock
89417E109
45
300
SH
SOLE
300
0
0
CLEARWAY ENERGY INC CL A
Stock
18539C105
5
195
SH
SOLE
195
0
0
NOVO-NORDISK A S ADR
ADR
670100205
5492
81453
SH
SOLE
81453
0
0
PAYPAL HLDGS INC COM
Stock
70450Y103
569
2345
SH
SOLE
2345
0
0
CARDINAL HEALTH INC COM
Stock
14149Y108
1198
19716
SH
SOLE
19716
0
0
AUTOZONE INC COM
Stock
053332102
229
163
SH
SOLE
163
0
0
BLACKROCK INC COM
Stock
09247X101
26
34
SH
SOLE
34
0
0
APPLE INC COM
Stock
037833100
9406
77005
SH
SOLE
77005
0
0
ABBOTT LABS COM
Stock
002824100
447
3732
SH
SOLE
3732
0
0
GENPACT LIMITED SHS
Stock
G3922B107
1921
44853
SH
SOLE
44853
0
0
UNIVERSAL HLTH SVCS INC CL B
Stock
913903100
153
1145
SH
SOLE
1145
0
0