West Branch Capital LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$299.7M

Holdings

530

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (530 positions)

StockValue
AWCAMERICAN WTR WKS CO INC NEW
$25K
STXSEAGATE TECHNOLOGY HLDNGS PL
$25K
IEMGISHARES INC
$24K
NINISOURCE INC
$24K
VLOVALERO ENERGY CORP
$24K
OTISOTIS WORLDWIDE CORP
$24K
GEVGE VERNOVA INC
$24K
IRMIRON MTN INC DEL
$24K
COPCONOCOPHILLIPS
$24K
WSTWEST PHARMACEUTICAL SVSC INC
$24K
VSTVISTRA CORP
$23K
ORLYOREILLY AUTOMOTIVE INC
$23K
LHXL3HARRIS TECHNOLOGIES INC
$23K
CPRTCOPART INC
$23K
IWOISHARES TR
$22K
VDEVANGUARD WORLD FD
$22K
BSCSINVESCO EXCH TRD SLF IDX FD
$22K
IEFISHARES TR
$22K
MUBISHARES TR
$21K
CAHCARDINAL HEALTH INC
$21K
XEVVXEATON VANCE LIMITED DURATION
$21K
PFOFLAHERTY & CRUMRINE PFD INCO
$21K
PYPLPAYPAL HLDGS INC
$21K
ENQENTEGRIS INC
$20K
UPSUNITED PARCEL SERVICE INC
$20K
IBBISHARES TR
$19K
ROKROCKWELL AUTOMATION INC
$19K
RBCRBC BEARINGS INC
$19K
CAGCONAGRA BRANDS INC
$19K
FLOTISHARES TR
$19K
BAHBOOZ ALLEN HAMILTON HLDG COR
$19K
DONWISDOMTREE TR
$19K
SCHDSCHWAB STRATEGIC TR
$19K
HSYHERSHEY CO
$18K
IWYISHARES TR
$18K
CEGCONSTELLATION ENERGY CORP
$18K
TLTISHARES TR
$18K
RPMRPM INTL INC
$18K
HLNHALEON PLC
$18K
BSCUINVESCO EXCH TRD SLF IDX FD
$18K
RBARB GLOBAL INC
$18K
CBCHUBB LIMITED
$18K
IBKRINTERACTIVE BROKERS GROUP IN
$17K
PSAPUBLIC STORAGE OPER CO
$17K
POOLPOOL CORP
$17K
VOOGVANGUARD ADMIRAL FDS INC
$17K
NLYANNALY CAPITAL MANAGEMENT IN
$17K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$16K
NVSNNOVARTIS AG
$16K
ECLECOLAB INC
$15K
ZROZPIMCO ETF TR
$15K
FTNTFORTINET INC
$14K
NUENUCOR CORP
$14K
8CWCROWN CASTLE INC
$14K
PFXFVANECK ETF TRUST
$14K
TYLTYLER TECHNOLOGIES INC
$14K
EXPOEXPONENT INC
$14K
IWRISHARES TR
$14K
DDDUPONT DE NEMOURS INC
$14K
LADLITHIA MTRS INC
$13K
CSMPROSHARES TR
$13K
FDSFACTSET RESH SYS INC
$13K
AEPAMERICAN ELEC PWR CO INC
$12K
BRBROADRIDGE FINL SOLUTIONS IN
$12K
SAMBOSTON BEER INC
$12K
SSNCSS&C TECHNOLOGIES HLDGS INC
$12K
BSMRINVESCO EXCH TRD SLF IDX FD
$12K
AMATAPPLIED MATLS INC
$12K
BKRBAKER HUGHES COMPANY
$12K
BDXBECTON DICKINSON & CO
$12K
NFGNATIONAL FUEL GAS CO
$11K
RIVNRIVIAN AUTOMOTIVE INC
$11K
NDSNNORDSON CORP
$11K
AEMAGNICO EAGLE MINES LTD
$11K
MNSTMONSTER BEVERAGE CORP NEW
$11K
HEIHEICO CORP NEW
$11K
DYHTARGET CORP
$11K
IVLUISHARES TR
$11K
SBUXSTARBUCKS CORP
$11K
KMIKINDER MORGAN INC DEL
$10K
AQLTISHARES TR
$10K
FTECFIDELITY COVINGTON TRUST
$10K
SGDMSPROTT ETF TRUST
$10K
EIMEATON VANCE MUN BD FD
$10K
TTCTORO CO
$10K
BSCQINVESCO EXCH TRD SLF IDX FD
$10K
UBERUBER TECHNOLOGIES INC
$10K
GGGGRACO INC
$10K
SCCOSOUTHERN COPPER CORP
$9K
IVOLKRANESHARES TRUST
$9K
DKNGDRAFTKINGS INC NEW
$9K
BURLBURLINGTON STORES INC
$9K
MDTMEDTRONIC PLC
$9K
SUISUN CMNTYS INC
$9K
TJXTJX COS INC NEW
$9K
LWLAMB WESTON HLDGS INC
$9K
COFCAPITAL ONE FINL CORP
$9K
XLGINVESCO EXCHANGE TRADED FD T
$9K
EPDENTERPRISE PRODS PARTNERS L
$9K
METMETLIFE INC
$9K
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