West Branch Capital LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$338.1M
Holdings
472
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (472 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $34.2M |
AAPLAPPLE INC | $31.3M |
MSFTMICROSOFT CORP | $27.6M |
AMZNAMAZON COM INC | $19.7M |
SPYSPDR S&P 500 ETF TR | $18.0M |
GOOGLALPHABET INC | $15.5M |
MOG/BMOOG INC | $10.9M |
PGPROCTER AND GAMBLE CO | $10.1M |
JPMJPMORGAN CHASE & CO. | $9.8M |
ORCLORACLE CORP | $8.8M |
AVGOBROADCOM INC | $8.7M |
METAMETA PLATFORMS INC | $8.0M |
VVISA INC | $7.5M |
WMTWALMART INC | $7.3M |
LLYELI LILLY & CO | $6.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.7M |
IVVISHARES TR | $5.6M |
ABBVABBVIE INC | $5.5M |
HDHOME DEPOT INC | $5.0M |
JNJJOHNSON & JOHNSON | $5.0M |
MAMASTERCARD INCORPORATED | $4.4M |
UNHUNITEDHEALTH GROUP INC | $4.1M |
XOMEXXON MOBIL CORP | $4.0M |
NFLXNETFLIX INC | $3.6M |
COSTCOSTCO WHSL CORP NEW | $3.6M |
CSCOCISCO SYS INC | $3.5M |
MCDMCDONALDS CORP | $3.3M |
TSLATESLA INC | $3.2M |
KOCOCA COLA CO | $3.0M |
BACBANK AMERICA CORP | $3.0M |
ABTABBOTT LABS | $2.6M |
BKNGBOOKING HOLDINGS INC | $2.1M |
CVXCHEVRON CORP NEW | $2.0M |
WFCWELLS FARGO CO NEW | $2.0M |
TMUST-MOBILE US INC | $1.9M |
MRKMERCK & CO INC | $1.9M |
CRMSALESFORCE INC | $1.8M |
PEPPEPSICO INC | $1.8M |
LINLINDE PLC | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
MOG/AMOOG INC | $1.4M |
GOOGALPHABET INC | $1.3M |
ACNACCENTURE PLC IRELAND | $1.2M |
BLKBLACKROCK INC | $1.2M |
GEGE AEROSPACE | $1.2M |
VBRVANGUARD INDEX FDS | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.1M |
4I1PHILIP MORRIS INTL INC | $918K |
BABOEING CO | $838K |
MTBM & T BK CORP | $646K |
LMTLOCKHEED MARTIN CORP | $500K |
SCHGSCHWAB STRATEGIC TR | $434K |
ITOTISHARES TR | $423K |
VYMVANGUARD WHITEHALL FDS | $420K |
IAU*ISHARES GOLD TR | $413K |
AXPAMERICAN EXPRESS CO | $411K |
GLTRABRDN PRECIOUS METALS BASKET | $410K |
UNPUNION PAC CORP | $396K |
ISRGINTUITIVE SURGICAL INC | $372K |
IUSGISHARES TR | $372K |
SGOLETFS GOLD TR | $342K |
AMGNAMGEN INC | $341K |
VIGVANGUARD SPECIALIZED FUNDS | $340K |
PLTRPALANTIR TECHNOLOGIES INC | $329K |
HYGISHARES TR | $326K |
VTIVANGUARD INDEX FDS | $324K |
AGGISHARES TR | $322K |
TAT&T INC | $317K |
INTUINTUIT | $313K |
NOWSERVICENOW INC | $309K |
VOOVANGUARD INDEX FDS | $308K |
ETNEATON CORP PLC | $266K |
SPGPINVESCO EXCHANGE TRADED FD T | $265K |
IVEISHARES TR | $265K |
DWDMORGAN STANLEY | $250K |
CSXCSX CORP | $245K |
MCHPMICROCHIP TECHNOLOGY INC. | $241K |
GILDGILEAD SCIENCES INC | $241K |
IWFISHARES TR | $228K |
QCOMQUALCOMM INC | $223K |
SHVISHARES TR | $221K |
UNMUNUM GROUP | $219K |
DUKDUKE ENERGY CORP NEW | $217K |
AJGGALLAGHER ARTHUR J & CO | $212K |
RTXRTX CORPORATION | $192K |
ATROASTRONICS CORP | $191K |
OEFISHARES TR | $187K |
ACWXISHARES TR | $186K |
IWDISHARES TR | $175K |
DGROISHARES TR | $173K |
ADBEADOBE INC | $167K |
CATCATERPILLAR INC | $163K |
GMGENERAL MTRS CO | $159K |
NSCNORFOLK SOUTHN CORP | $146K |
NDQINVESCO QQQ TR | $142K |
GLWCORNING INC | $133K |
DISDISNEY WALT CO | $132K |
PLDPROLOGIS INC. | $127K |
KLACKLA CORP | $126K |
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