West Branch Capital LLC
CIK: 0001738723Latest portfolio: $388.1M · Q4 2025
Holdings
415
Total Value
$388.1M
New Positions
412
Closed Positions
0
Top Holdings
View All 415 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 150,941 | $41.0M | 10.57% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 213,356 | $39.8M | 10.25% | NEW | |
| 3 | GOOGLALPHABET INC | 91,809 | $28.7M | 7.40% | NEW | |
| 4 | MSFTMICROSOFT CORP | 56,005 | $27.1M | 6.98% | NEW | |
| 5 | AMZNAMAZON COM INC | 92,934 | $21.5M | 5.53% | NEW | |
| 6 | SPYSPDR S&P 500 ETF TR | 30,078 | $20.5M | 5.29% | NEW | |
| 7 | MOG/BMOOG INC | 60,114 | $14.9M | 3.85% | NEW | |
| 8 | AVGOBROADCOM INC | 31,875 | $11.0M | 2.84% | NEW | |
| 9 | JPMJPMORGAN CHASE & CO. | 34,037 | $11.0M | 2.83% | NEW | |
| 10 | PGPROCTER AND GAMBLE CO | 64,752 | $9.3M | 2.39% | NEW | |
| 11 | LLYELI LILLY & CO | 8,492 | $9.1M | 2.35% | NEW | |
| 12 | WMTWALMART INC | 76,104 | $8.5M | 2.18% | NEW | |
| 13 | ORCLORACLE CORP | 41,913 | $8.2M | 2.11% | NEW | |
| 14 | METAMETA PLATFORMS INC | 11,724 | $7.7M | 1.99% | NEW | |
| 15 | VVISA INC | 21,879 | $7.7M | 1.98% | NEW | |
| 16 | JNJJOHNSON & JOHNSON | 33,481 | $6.9M | 1.79% | NEW | |
| 17 | ABBVABBVIE INC | 30,093 | $6.9M | 1.77% | NEW | |
| 18 | IVVISHARES TR | 9,134 | $6.3M | 1.61% | NEW | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,171 | $6.1M | 1.58% | NEW | |
| 20 | TSLATESLA INC | 11,476 | $5.2M | 1.33% | NEW | |
| 21 | HDHOME DEPOT INC | 14,282 | $4.9M | 1.27% | NEW | |
| 22 | MAMASTERCARD INCORPORATED | 8,293 | $4.7M | 1.22% | NEW | |
| 23 | XOMEXXON MOBIL CORP | 37,987 | $4.6M | 1.18% | NEW | |
| 24 | CSCOCISCO SYS INC | 53,706 | $4.1M | 1.07% | NEW | |
| 25 | UNHUNITEDHEALTH GROUP INC | 11,246 | $3.7M | 0.96% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.0510109677673624e+251T)
Technology0.0% ($4.1034397902708505e+115T)
Industrials0.0% ($1.7781022537529466e+86T)
Healthcare0.0% ($9.126692868763712e+64T)
Consumer Cyclical0.0% ($2.1451516049143127e+49T)
Unknown0.0% ($1.492561171774127e+49T)
Consumer Defensive0.0% ($9.279847833853234e+38T)
Energy0.0% ($457124651059355320320.0T)
Communication Services0.0% ($28736773827672192.0T)
Utilities0.0% ($1909680746832322.5T)
Real Estate0.0% ($1262522191412.1T)
Basic Materials0.0% ($140941917.2T)
Filing History
Fund Information
West Branch Capital LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $388.1M across 415 holdings. The largest position is APPLE INC (AAPL), representing 10.6% of the portfolio. Compared to the previous quarter, the fund opened 415 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.