# EDGAR Filing Document

**Accession Number:** 0001799859
**File Stem:** 0001799859-26-000002
**Filing Date:** 2026-4
**Character Count:** 11498
**Document Hash:** 2bbeace7a231f9384c8fbd023a5ff86b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001799859-26-000002.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001799859-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Birch Capital Management, LLC
- **CENTRAL INDEX KEY:** 0001799859

**ORGANIZATION NAME:**
- **EIN:** 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:** 26863701

**BUSINESS ADDRESS:**
- **STREET 1:** 5503 BENT TREE DRIVE
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75248
- **BUSINESS PHONE:** 2148102824

**MAIL ADDRESS:**
- **STREET 1:** 5503 BENT TREE DRIVE
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75248

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Birch Capital Management LLC<br>**Address:** 5503 BENT TREE DRIVE<br>DALLAS, TX 75248

**Form 13F File Number:** 028-19686

**CRD Number (if applicable):** 000152302

**SEC File Number (if applicable):** 801-112497

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Barclay Nelson<br>**Title:** Principal<br>**Phone:** 2148102824

**Signature, Place, and Date of Signing:**

Barclay Nelson  Dallas, TX  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 78

**Form 13F Information Table Value Total:** $190842646

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 349894 | 1680 | SH |  | SOLE |  | 1680 | 0 | 0 |
| DOLLAR GEN CORP COM | Stock | 256677105 |  | 44049 | 371 | SH |  | SOLE |  | 371 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 2073829 | 8484 | SH |  | SOLE |  | 8484 | 0 | 0 |
| Corpay Inc. | Stock | 219948106 |  | 1956617 | 6724 | SH |  | SOLE |  | 6724 | 0 | 0 |
| WATSCO INC COM | Stock | 942622200 |  | 1856420 | 5103 | SH |  | SOLE |  | 5103 | 0 | 0 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 79442 | 550 | SH |  | SOLE |  | 550 | 0 | 0 |
| GENERAL MILLS INC COM | Stock | 370334104 |  | 2196 | 59 | SH |  | SOLE |  | 59 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | 293792107 |  | 6499058 | 171751 | SH |  | SOLE |  | 171751 | 0 | 0 |
| UNITED PARCEL SVCS INC CL B | Stock | 911312106 |  | 5126287 | 52107 | SH |  | SOLE |  | 52107 | 0 | 0 |
| NETFLIX INC. COM | Stock | 64110L106 |  | 336525 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 |  | 73647 | 159 | SH |  | SOLE |  | 159 | 0 | 0 |
| PAYCHEX INC COM | Stock | 704326107 |  | 73512 | 798 | SH |  | SOLE |  | 798 | 0 | 0 |
| WATERS CORP COM | Stock | 941848103 |  | 235560 | 791 | SH |  | SOLE |  | 791 | 0 | 0 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 |  | 2231987 | 8575 | SH |  | SOLE |  | 8575 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 |  | 2320643 | 37826 | SH |  | SOLE |  | 37826 | 0 | 0 |
| FEDEX CORP COM | Stock | 31428X106 |  | 9824157 | 27582 | SH |  | SOLE |  | 27582 | 0 | 0 |
| SNAP ON INC COM | Stock | 833034101 |  | 2614094 | 7197 | SH |  | SOLE |  | 7197 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 246135 | 1585 | SH |  | SOLE |  | 1585 | 0 | 0 |
| INFOSYS LTD SPONSORED ADR | ADR | 456788108 |  | 3549104 | 262702 | SH |  | SOLE |  | 262702 | 0 | 0 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 209982 | 488 | SH |  | SOLE |  | 488 | 0 | 0 |
| CENCORA INC COM | Stock | 03073E105 |  | 6508981 | 20720 | SH |  | SOLE |  | 20720 | 0 | 0 |
| BECTON DICKINSON  CO COM | Stock | 075887109 |  | 935833 | 5952 | SH |  | SOLE |  | 5952 | 0 | 0 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 |  | 1062051 | 20985 | SH |  | SOLE |  | 20985 | 0 | 0 |
| ATMOS ENERGY CORP COM | Stock | 049560105 |  | 272647 | 1476 | SH |  | SOLE |  | 1476 | 0 | 0 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R833 |  | 1322614 | 13151 | SH |  | SOLE |  | 13151 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 171554 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 868431 | 3020 | SH |  | SOLE |  | 3020 | 0 | 0 |
| FISERV INC COM | Stock | 337738108 |  | 1609830 | 28850 | SH |  | SOLE |  | 28850 | 0 | 0 |
| INTUIT COM | Stock | 461202103 |  | 86476 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 11701096 | 31610 | SH |  | SOLE |  | 31610 | 0 | 0 |
| CVS HEALTH CORP COM | Stock | 126650100 |  | 56666 | 789 | SH |  | SOLE |  | 789 | 0 | 0 |
| RPM INTL INC COM | Stock | 749685103 |  | 87671 | 882 | SH |  | SOLE |  | 882 | 0 | 0 |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | ETF | 98149E303 |  | 253971 | 2740 | SH |  | SOLE |  | 2740 | 0 | 0 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 95631 | 333 | SH |  | SOLE |  | 333 | 0 | 0 |
| NIKE INC CL B | Stock | 654106103 |  | 67927 | 1286 | SH |  | SOLE |  | 1286 | 0 | 0 |
| FRANCO NEV CORP COM | Stock | 351858105 |  | 187017 | 757 | SH |  | SOLE |  | 757 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 1306281 | 4322 | SH |  | SOLE |  | 4322 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 69228 | 121 | SH |  | SOLE |  | 121 | 0 | 0 |
| MPLX LP COM UNIT REP LTD | Stock | 55336V100 |  | 2033233 | 35627 | SH |  | SOLE |  | 35627 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 4958241 | 25005 | SH |  | SOLE |  | 25005 | 0 | 0 |
| ENBRIDGE INC COM | Stock | 29250N105 |  | 342165 | 6320 | SH |  | SOLE |  | 6320 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 1131158 | 6486 | SH |  | SOLE |  | 6486 | 0 | 0 |
| GENUINE PARTS CO COM | Stock | 372460105 |  | 1972132 | 18649 | SH |  | SOLE |  | 18649 | 0 | 0 |
| WW GRAINGER INC COM | Stock | 384802104 |  | 15601328 | 14303 | SH |  | SOLE |  | 14303 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 1003499 | 4614 | SH |  | SOLE |  | 4614 | 0 | 0 |
| S GLOBAL INC COM | Stock | 78409V104 |  | 5955637 | 14002 | SH |  | SOLE |  | 14002 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 874039100 |  | 6332507 | 18738 | SH |  | SOLE |  | 18738 | 0 | 0 |
| FACTSET RESH SYS INC COM | Stock | 303075105 |  | 3438858 | 15848 | SH |  | SOLE |  | 15848 | 0 | 0 |
| VERISIGN INC COM | Stock | 92343E102 |  | 846411 | 3408 | SH |  | SOLE |  | 3408 | 0 | 0 |
| RESMED INC COM | Stock | 761152107 |  | 6062980 | 27009 | SH |  | SOLE |  | 27009 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE INC COM | Stock | 45866F104 |  | 4628121 | 29426 | SH |  | SOLE |  | 29426 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 4754482 | 61277 | SH |  | SOLE |  | 61277 | 0 | 0 |
| CAPITAL ONE FINL CORP COM | Stock | 14040H105 |  | 198484 | 1088 | SH |  | SOLE |  | 1088 | 0 | 0 |
| GLOBAL X MLP  ENERGY INFRASTRUCTURE ETF | ETF | 37954Y293 |  | 931052 | 12592 | SH |  | SOLE |  | 12592 | 0 | 0 |
| ONEOK INC NEW COM | Stock | 682680103 |  | 1403395 | 15526 | SH |  | SOLE |  | 15526 | 0 | 0 |
| MCCORMICK  CO INC COM NON VTG | Stock | 579780206 |  | 52306 | 1037 | SH |  | SOLE |  | 1037 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 9066 | 15 | SH |  | SOLE |  | 15 | 0 | 0 |
| ORACLE CORP COM | Stock | 68389X105 |  | 631985 | 4296 | SH |  | SOLE |  | 4296 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 8570803 | 29878 | SH |  | SOLE |  | 29878 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 8752435 | 24875 | SH |  | SOLE |  | 24875 | 0 | 0 |
| INVESCO S 500 PURE VALUE ETF | ETF | 46137V258 |  | 103846 | 967 | SH |  | SOLE |  | 967 | 0 | 0 |
| WILLIAMS COS INC COM | Stock | 969457100 |  | 1263097 | 17355 | SH |  | SOLE |  | 17355 | 0 | 0 |
| CANADIAN NATL RY CO COM | Stock | 136375102 |  | 293511 | 2856 | SH |  | SOLE |  | 2856 | 0 | 0 |
| ANTERO MIDSTREAM CORP COM | Stock | 03676B102 |  | 1356007 | 59474 | SH |  | SOLE |  | 59474 | 0 | 0 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 109951 | 665 | SH |  | SOLE |  | 665 | 0 | 0 |
| ROYAL GOLD INC COM | Stock | 780287108 |  | 178652 | 702 | SH |  | SOLE |  | 702 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 1537222 | 5681 | SH |  | SOLE |  | 5681 | 0 | 0 |
| PRICE T ROWE GROUP INC COM | Stock | 74144T108 |  | 602496 | 6684 | SH |  | SOLE |  | 6684 | 0 | 0 |
| RED RIVER BANCSHARES INC COM | Stock | 75686R202 |  | 19806 | 219 | SH |  | SOLE |  | 219 | 0 | 0 |
| NOVO-NORDISK A S ADR | ADR | 670100205 |  | 5958719 | 162142 | SH |  | SOLE |  | 162142 | 0 | 0 |
| PAYPAL HLDGS INC COM | Stock | 70450Y103 |  | 44778 | 990 | SH |  | SOLE |  | 990 | 0 | 0 |
| SCHWAB CHARLES CORP COM | Stock | 808513105 |  | 6638089 | 70633 | SH |  | SOLE |  | 70633 | 0 | 0 |
| CARDINAL HEALTH INC COM | Stock | 14149Y108 |  | 4696787 | 22227 | SH |  | SOLE |  | 22227 | 0 | 0 |
| AUTOZONE INC COM | Stock | 053332102 |  | 550578 | 163 | SH |  | SOLE |  | 163 | 0 | 0 |
| CHENIERE ENERGY PARTNERS L P COM UNIT | Stock | 16411Q101 |  | 1037958 | 16060 | SH |  | SOLE |  | 16060 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 16186541 | 63779 | SH |  | SOLE |  | 63779 | 0 | 0 |
| GENPACT LIMITED SHS | Stock | G3922B107 |  | 4186826 | 112398 | SH |  | SOLE |  | 112398 | 0 | 0 |
| DOMINOS PIZZA INC COM | Stock | 25754A201 |  | 100461 | 280 | SH |  | SOLE |  | 280 | 0 | 0 |

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