West Branch Capital LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$388.1B
Holdings
415
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 150,941 | $41.0B | 10.57% | |
| 2 | NVDANVIDIA CORPORATION | 213,356 | $39.8B | 10.25% | |
| 3 | GOOGLALPHABET INC | 91,809 | $28.7B | 7.40% | |
| 4 | MSFTMICROSOFT CORP | 56,005 | $27.1B | 6.98% | |
| 5 | AMZNAMAZON COM INC | 92,934 | $21.5B | 5.53% | |
| 6 | SPYSPDR S&P 500 ETF TR | 30,078 | $20.5B | 5.29% | |
| 7 | MOG/BMOOG INC | 60,114 | $14.9B | 3.85% | |
| 8 | AVGOBROADCOM INC | 31,875 | $11.0B | 2.84% | |
| 9 | JPMJPMORGAN CHASE & CO. | 34,037 | $11.0B | 2.83% | |
| 10 | PGPROCTER AND GAMBLE CO | 64,752 | $9.3B | 2.39% | |
| 11 | LLYELI LILLY & CO | 8,492 | $9.1B | 2.35% | |
| 12 | WMTWALMART INC | 76,104 | $8.5B | 2.18% | |
| 13 | ORCLORACLE CORP | 41,913 | $8.2B | 2.11% | |
| 14 | METAMETA PLATFORMS INC | 11,724 | $7.7B | 1.99% | |
| 15 | VVISA INC | 21,879 | $7.7B | 1.98% | |
| 16 | JNJJOHNSON & JOHNSON | 33,481 | $6.9B | 1.79% | |
| 17 | ABBVABBVIE INC | 30,093 | $6.9B | 1.77% | |
| 18 | IVVISHARES TR | 9,134 | $6.3B | 1.61% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,171 | $6.1B | 1.58% | |
| 20 | TSLATESLA INC | 11,476 | $5.2B | 1.33% | |
| 21 | HDHOME DEPOT INC | 14,282 | $4.9B | 1.27% | |
| 22 | MAMASTERCARD INCORPORATED | 8,293 | $4.7B | 1.22% | |
| 23 | XOMEXXON MOBIL CORP | 37,987 | $4.6B | 1.18% | |
| 24 | CSCOCISCO SYS INC | 53,706 | $4.1B | 1.07% | |
| 25 | UNHUNITEDHEALTH GROUP INC | 11,246 | $3.7B | 0.96% | |
| 26 | BACBANK AMERICA CORP | 66,610 | $3.7B | 0.94% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 3,926 | $3.4B | 0.87% | |
| 28 | KOCOCA COLA CO | 46,251 | $3.2B | 0.83% | |
| 29 | MCDMCDONALDS CORP | 10,237 | $3.1B | 0.81% | |
| 30 | NFLXNETFLIX INC | 29,515 | $2.8B | 0.71% | |
| 31 | WFCWELLS FARGO CO NEW | 28,458 | $2.7B | 0.68% | |
| 32 | CVXCHEVRON CORP NEW | 16,178 | $2.5B | 0.64% | |
| 33 | ABTABBOTT LABS | 19,003 | $2.4B | 0.61% | |
| 34 | GOOGALPHABET INC | 6,984 | $2.2B | 0.56% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 7,053 | $2.1B | 0.54% | |
| 36 | BKNGBOOKING HOLDINGS INC | 342 | $1.8B | 0.47% | |
| 37 | CRMSALESFORCE INC | 6,890 | $1.8B | 0.47% | |
| 38 | GEGE AEROSPACE | 5,773 | $1.8B | 0.46% | |
| 39 | MOG/AMOOG INC | 7,284 | $1.8B | 0.46% | |
| 40 | TMUST-MOBILE US INC | 8,261 | $1.7B | 0.43% | |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 7,377 | $1.3B | 0.34% | |
| 42 | 4I1PHILIP MORRIS INTL INC | 7,908 | $1.3B | 0.33% | |
| 43 | TMOTHERMO FISHER SCIENTIFIC INC | 2,097 | $1.2B | 0.31% | |
| 44 | DWDMORGAN STANLEY | 6,282 | $1.1B | 0.29% | |
| 45 | AXPAMERICAN EXPRESS CO | 3,002 | $1.1B | 0.29% | |
| 46 | CATCATERPILLAR INC | 1,785 | $1.0B | 0.26% | |
| 47 | AMDADVANCED MICRO DEVICES INC | 4,678 | $1.0B | 0.26% | |
| 48 | VBRVANGUARD INDEX FDS | 4,428 | $937.0M | 0.24% | |
| 49 | BLKBLACKROCK INC | 727 | $778.0M | 0.20% | |
| 50 | MUMICRON TECHNOLOGY INC | 2,656 | $758.0M | 0.20% | |
| 51 | GSGOLDMAN SACHS GROUP INC | 816 | $717.0M | 0.18% | |
| 52 | GLTRABRDN PRECIOUS METALS BASKET | 2,965 | $609.0M | 0.16% | |
| 53 | MTBM & T BK CORP | 2,746 | $553.0M | 0.14% | |
| 54 | MRKMERCK & CO INC | 5,223 | $549.0M | 0.14% | |
| 55 | IAU*ISHARES GOLD TR | 6,630 | $538.0M | 0.14% | |
| 56 | RTXRTX CORPORATION | 2,932 | $537.0M | 0.14% | |
| 57 | ADPAUTOMATIC DATA PROCESSING IN | 2,057 | $529.0M | 0.14% | |
| 58 | SCHGSCHWAB STRATEGIC TR | 14,866 | $484.0M | 0.12% | |
| 59 | LMTLOCKHEED MARTIN CORP | 965 | $466.0M | 0.12% | |
| 60 | SGOLETFS GOLD TR | 10,859 | $446.0M | 0.11% | |
| 61 | BABOEING CO | 2,000 | $434.0M | 0.11% | |
| 62 | ACWXISHARES TR | 6,415 | $430.0M | 0.11% | |
| 63 | ISRGINTUITIVE SURGICAL INC | 728 | $412.0M | 0.11% | |
| 64 | PEPPEPSICO INC | 2,801 | $402.0M | 0.10% | |
| 65 | IUSGISHARES TR | 2,225 | $373.0M | 0.10% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 1,664 | $365.0M | 0.09% | |
| 67 | AMGNAMGEN INC | 1,078 | $352.0M | 0.09% | |
| 68 | VOOVANGUARD INDEX FDS | 528 | $331.0M | 0.09% | |
| 69 | ATROASTRONICS CORP | 5,700 | $309.0M | 0.08% | |
| 70 | IVEISHARES TR | 1,355 | $287.0M | 0.07% | |
| 71 | CSXCSX CORP | 7,505 | $272.0M | 0.07% | |
| 72 | VYMVANGUARD WHITEHALL FDS | 1,873 | $268.0M | 0.07% | |
| 73 | GILDGILEAD SCIENCES INC | 2,180 | $267.0M | 0.07% | |
| 74 | ITOTISHARES TR | 1,792 | $266.0M | 0.07% | |
| 75 | HYGISHARES TR | 3,225 | $260.0M | 0.07% | |
| 76 | GMGENERAL MTRS CO | 3,165 | $257.0M | 0.07% | |
| 77 | IWFISHARES TR | 538 | $254.0M | 0.07% | |
| 78 | AGGISHARES TR | 2,430 | $242.0M | 0.06% | |
| 79 | QCOMQUALCOMM INC | 1,400 | $239.0M | 0.06% | |
| 80 | SPGPINVESCO EXCHANGE TRADED FD T | 2,055 | $233.0M | 0.06% | |
| 81 | GQ9SPDR GOLD TR | 562 | $222.0M | 0.06% | |
| 82 | UNMUNUM GROUP | 2,709 | $209.0M | 0.05% | |
| 83 | DUKDUKE ENERGY CORP NEW | 1,624 | $190.0M | 0.05% | |
| 84 | IWDISHARES TR | 900 | $189.0M | 0.05% | |
| 85 | ETNEATON CORP PLC | 586 | $186.0M | 0.05% | |
| 86 | TRVCCITIGROUP INC | 1,492 | $174.0M | 0.04% | |
| 87 | KLACKLA CORP | 141 | $171.0M | 0.04% | |
| 88 | VTIVANGUARD INDEX FDS | 499 | $167.0M | 0.04% | |
| 89 | NDQINVESCO QQQ TR | 257 | $157.0M | 0.04% | |
| 90 | BMYBRISTOL-MYERS SQUIBB CO | 2,848 | $153.0M | 0.04% | |
| 91 | NSCNORFOLK SOUTHN CORP | 525 | $151.0M | 0.04% | |
| 92 | UNPUNION PAC CORP | 617 | $142.0M | 0.04% | |
| 93 | LINLINDE PLC | 329 | $140.0M | 0.04% | |
| 94 | MCHPMICROCHIP TECHNOLOGY INC. | 2,131 | $135.0M | 0.03% | |
| 95 | IVWISHARES TR | 1,086 | $133.0M | 0.03% | |
| 96 | PLDPROLOGIS INC. | 991 | $126.0M | 0.03% | |
| 97 | VGTVANGUARD WORLD FD | 167 | $125.0M | 0.03% | |
| 98 | XBISPDR SERIES TRUST | 1,000 | $121.0M | 0.03% | |
| 99 | OEFISHARES TR | 347 | $119.0M | 0.03% | |
| 100 | GDGENERAL DYNAMICS CORP | 352 | $118.0M | 0.03% |
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