0001799859-20-000003.txt : 20200702
0001799859-20-000003.hdr.sgml : 20200702
20200701181338
ACCESSION NUMBER: 0001799859-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200702
DATE AS OF CHANGE: 20200701
EFFECTIVENESS DATE: 20200702
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: 201006385
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
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0001799859
XXXXXXXX
06-30-2020
06-30-2020
Birch Capital Management, LLC
1434 LA SENDA PLACE
DALLAS
TX
75208-2525
13F HOLDINGS REPORT
028-19686
N
Barclay Nelson
Principal
2148102824
Barclay Nelson
Dallas
TX
07-01-2020
0
97
106768
false
INFORMATION TABLE
2
form13f06302020.xml
AMAZON COM INC COM
Stock
023135106
97
35
SH
SOLE
35
0
0
KITOV PHARMA LTD SPONSORED ADS
ADR
49803V107
0
5
SH
SOLE
5
0
0
JOHNSON & JOHNSON COM
Stock
478160104
2389
16985
SH
SOLE
16985
0
0
FLEETCOR TECHNOLOGIES INC COM
Stock
339041105
757
3008
SH
SOLE
3008
0
0
ENTERPRISE PRODS PARTNERS L P COM
Stock
293792107
1318
72525
SH
SOLE
72525
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
3073
27641
SH
SOLE
27641
0
0
MEDTRONIC PLC SHS
Stock
G5960L103
852
9292
SH
SOLE
9292
0
0
CLOROX CO DEL COM
Stock
189054109
491
2237
SH
SOLE
2237
0
0
NETFLIX INC COM
Stock
64110L106
159
350
SH
SOLE
350
0
0
PAYCHEX INC COM
Stock
704326107
1548
20435
SH
SOLE
20435
0
0
ILLINOIS TOOL WKS INC COM
Stock
452308109
1282
7332
SH
SOLE
7332
0
0
COGNIZANT TECHNOLOGY SOLUTIONS CL A
Stock
192446102
1150
20235
SH
SOLE
20234
0
0
SMUCKER J M CO COM NEW
Stock
832696405
11
100
SH
SOLE
100
0
0
SNAP ON INC COM
Stock
833034101
814
5877
SH
SOLE
5877
0
0
PEPSICO INC COM
Stock
713448108
1396
10553
SH
SOLE
10553
0
0
REMARK HLDGS INC COM
Stock
75955K102
0
10
SH
SOLE
10
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
455
3057
SH
SOLE
3057
0
0
INFOSYS LTD SPONSORED ADR
ADR
456788108
2767
286434
SH
SOLE
286434
0
0
AMERISOURCEBERGEN CORP COM
Stock
03073E105
2313
22949
SH
SOLE
22949
0
0
BECTON DICKINSON & CO COM
Stock
075887109
2978
12448
SH
SOLE
12448
0
0
ATMOS ENERGY CORP COM
Stock
049560105
151
1518
SH
SOLE
1518
0
0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
ETF
72201R833
2168
21315
SH
SOLE
21314
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
18
100
SH
SOLE
100
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
190
134
SH
SOLE
134
0
0
FISERV INC COM
Stock
337738108
1450
14858
SH
SOLE
14858
0
0
INTUIT COM
Stock
461202103
58
197
SH
SOLE
197
0
0
MICROSOFT CORP COM
Stock
594918104
6046
29709
SH
SOLE
29709
0
0
CVS HEALTH CORP COM
Stock
126650100
4185
64410
SH
SOLE
64410
0
0
RPM INTL INC COM
Stock
749685103
282
3754
SH
SOLE
3754
0
0
CLEARWAY ENERGY INC CL C
Stock
18539C204
103
4470
SH
SOLE
4470
0
0
CLEARWAY ENERGY INC CL A
Stock
18539C105
4
188
SH
SOLE
187
0
0
CBOE GLOBAL MARKETS INC COM
Stock
12503M108
921
9873
SH
SOLE
9873
0
0
NIKE INC CL B
Stock
654106103
1600
16321
SH
SOLE
16321
0
0
IDEANOMICS INC COM
Stock
45166V106
0
0
SH
SOLE
0
0
0
CROWDSTRIKE HLDGS INC CL A
Stock
22788C105
0
1
SH
SOLE
1
0
0
VANECK VECTORS GOLD MINERS ETF
ETF
92189F106
144
3930
SH
SOLE
3930
0
0
BOOKING HOLDINGS INC COM
Stock
09857L108
312
196
SH
SOLE
196
0
0
CALAMOS LNG SHR EQT DYNAMIC TR COM
CEF
12812C106
42
2740
SH
SOLE
2740
0
0
EHANG HLDGS LTD ADS
ADR
26853E102
0
5
SH
SOLE
5
0
0
STURM RUGER & CO INC COM
Stock
864159108
0
0
SH
SOLE
0
0
0
AFLAC INC COM
Stock
001055102
5
139
SH
SOLE
138
0
0
SYSCO CORP COM
Stock
871829107
46
840
SH
SOLE
840
0
0
ATHERSYS INC NEW COM
Stock
04744L106
0
20
SH
SOLE
20
0
0
NIKOLA CORP COM
Stock
654110105
0
1
SH
SOLE
1
0
0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Stock
559080106
223
5157
SH
SOLE
5157
0
0
BRINKER INTL INC COM
Stock
109641100
0
2
SH
SOLE
2
0
0
VISA INC COM CL A
Stock
92826C839
532
2755
SH
SOLE
2755
0
0
IMAX CORP COM
Stock
45245E109
0
5
SH
SOLE
5
0
0
PEMBINA PIPELINE CORP COM
Stock
706327103
146
5836
SH
SOLE
5836
0
0
JAKKS PAC INC COM
Stock
47012E106
0
40
SH
SOLE
40
0
0
KINDER MORGAN INC DEL COM
Stock
49456B101
214
14115
SH
SOLE
14115
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
3287
15308
SH
SOLE
15308
0
0
ENBRIDGE INC COM
Stock
29250N105
316
10399
SH
SOLE
10399
0
0
NVIDIA CORPORATION COM
Stock
67066G104
114
301
SH
SOLE
301
0
0
GENUINE PARTS CO COM
Stock
372460105
785
9030
SH
SOLE
9030
0
0
GRAINGER W W INC COM
Stock
384802104
5720
18207
SH
SOLE
18207
0
0
ABBVIE INC COM
Stock
00287Y109
1559
15878
SH
SOLE
15878
0
0
S&P GLOBAL INC COM
Stock
78409V104
5690
17271
SH
SOLE
17271
0
0
ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT
CEF
00302L108
46
9937
SH
SOLE
9936
0
0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
ADR
874039100
468
8238
SH
SOLE
8238
0
0
FACTSET RESH SYS INC COM
Stock
303075105
2443
7439
SH
SOLE
7439
0
0
QUALCOMM INC COM
Stock
747525103
0
3
SH
SOLE
3
0
0
RESMED INC COM
Stock
761152107
5087
26493
SH
SOLE
26493
0
0
DISCOVER FINL SVCS COM
Stock
254709108
442
8828
SH
SOLE
8828
0
0
INTERCONTINENTAL EXCHANGE INC COM
Stock
45866F104
2548
27812
SH
SOLE
27812
0
0
CISCO SYS INC COM
Stock
17275R102
92
1965
SH
SOLE
1965
0
0
PLAINS GP HLDGS L P LTD PARTNR INT A
Stock
72651A207
162
18170
SH
SOLE
18170
0
0
CIGNA CORP NEW COM
Stock
125523100
58
308
SH
SOLE
308
0
0
ONEOK INC NEW COM
Stock
682680103
248
7476
SH
SOLE
7476
0
0
MCCORMICK & CO INC COM NON VTG
Stock
579780206
2291
12770
SH
SOLE
12770
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
138
381
SH
SOLE
381
0
0
LOCKHEED MARTIN CORP COM
Stock
539830109
5
15
SH
SOLE
15
0
0
TJX COS INC NEW COM
Stock
872540109
30
600
SH
SOLE
600
0
0
LAZARD GLOBAL TOTAL RETURN & I COM
CEF
52106W103
41
2920
SH
SOLE
2919
0
0
ORACLE CORP COM
Stock
68389X105
545
9853
SH
SOLE
9853
0
0
3M CO COM
Stock
88579Y101
2405
15420
SH
SOLE
15420
0
0
GILEAD SCIENCES INC COM
Stock
375558103
0
3
SH
SOLE
3
0
0
ALPHABET INC CAP STK CL C
Stock
02079K107
2109
1492
SH
SOLE
1492
0
0
SORRENTO THERAPEUTICS INC COM NEW
Stock
83587F202
0
5
SH
SOLE
5
0
0
AMGEN INC COM
Stock
031162100
4330
18360
SH
SOLE
18360
0
0
CANADIAN NATL RY CO COM
Stock
136375102
1477
16672
SH
SOLE
16672
0
0
TC ENERGY CORP COM
Stock
87807B107
396
9250
SH
SOLE
9250
0
0
ALIBABA GROUP HLDG LTD SPONSORED ADS
ADR
01609W102
0
1
SH
SOLE
1
0
0
ESSENTIAL UTILS INC COM
Stock
29670G102
520
12322
SH
SOLE
12322
0
0
C H ROBINSON WORLDWIDE INC COM NEW
Stock
12541W209
795
10060
SH
SOLE
10060
0
0
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
25
431
SH
SOLE
431
0
0
EXXON MOBIL CORP COM
Stock
30231G102
88
1961
SH
SOLE
1961
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
2358
7994
SH
SOLE
7994
0
0
PRICE T ROWE GROUP INC COM
Stock
74144T108
2930
23724
SH
SOLE
23724
0
0
TRAVELERS COMPANIES INC COM
Stock
89417E109
34
300
SH
SOLE
300
0
0
NOVO-NORDISK A S ADR
ADR
670100205
5371
82022
SH
SOLE
82022
0
0
PAYPAL HLDGS INC COM
Stock
70450Y103
409
2345
SH
SOLE
2345
0
0
CARDINAL HEALTH INC COM
Stock
14149Y108
434
8307
SH
SOLE
8307
0
0
AUTOZONE INC COM
Stock
053332102
184
163
SH
SOLE
163
0
0
APPLE INC COM
Stock
037833100
7193
19718
SH
SOLE
19718
0
0
ABBOTT LABS COM
Stock
002824100
341
3732
SH
SOLE
3732
0
0
GENPACT LIMITED SHS
Stock
G3922B107
564
15447
SH
SOLE
15447
0
0