0001799859-23-000003.txt : 20230330 0001799859-23-000003.hdr.sgml : 20230330 20230330104517 ACCESSION NUMBER: 0001799859-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20230330 DATE AS OF CHANGE: 20230330 EFFECTIVENESS DATE: 20230330 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19686 FILM NUMBER: 23777756 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001799859 XXXXXXXX 09-30-2022 09-30-2022 true 2 NEW HOLDINGS Birch Capital Management, LLC
1434 LA SENDA PLACE DALLAS TX 75208-2525
13F HOLDINGS REPORT 028-19686 000152302 801-112497 N
Barclay Nelson Principal 2148102824 Barclay Nelson Dallas TX 03-29-2023 0 15 109110
INFORMATION TABLE 2 form13f09302022addholdings.xml SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Stock G7997R103 1278 24 SH SOLE 24 0 0 HUNT J B TRANS SVCS INC COM Stock 445658107 7051 45 SH SOLE 45 0 0 CLOROX CO DEL COM Stock 189054109 6082 47 SH SOLE 47 0 0 SHERWIN WILLIAMS CO COM Stock 824348106 5133 25 SH SOLE 25 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 5108 45 SH SOLE 45 0 0 SPDR GOLD SHARES ETF 78463V107 7734 50 SH SOLE 50 0 0 SMITH A O CORP COM Stock 831865209 5264 108 SH SOLE 108 0 0 AVERY DENNISON CORP COM Stock 053611109 5549 34 SH SOLE 34 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 9430 57 SH SOLE 57 0 0 APTIV PLC SHS Stock G6095L109 3911 50 SH SOLE 50 0 0 TRACTOR SUPPLY CO COM Stock 892356106 2048 11 SH SOLE 11 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 35342 671 SH SOLE 671 0 0 EXPEDITORS INTL WASH INC COM Stock 302130109 1413 16 SH SOLE 16 0 0 CDW CORP COM Stock 12514G108 6401 41 SH SOLE 41 0 0 LOWES COS INC COM Stock 548661107 7366 39 SH SOLE 39 0 0