West Branch Capital LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$388.1M
Holdings
415
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (415 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $41.0M |
NVDANVIDIA CORPORATION | $39.8M |
GOOGLALPHABET INC | $28.7M |
MSFTMICROSOFT CORP | $27.1M |
AMZNAMAZON COM INC | $21.5M |
SPYSPDR S&P 500 ETF TR | $20.5M |
MOG/BMOOG INC | $14.9M |
AVGOBROADCOM INC | $11.0M |
JPMJPMORGAN CHASE & CO. | $11.0M |
PGPROCTER AND GAMBLE CO | $9.3M |
LLYELI LILLY & CO | $9.1M |
WMTWALMART INC | $8.5M |
ORCLORACLE CORP | $8.2M |
METAMETA PLATFORMS INC | $7.7M |
VVISA INC | $7.7M |
JNJJOHNSON & JOHNSON | $6.9M |
ABBVABBVIE INC | $6.9M |
IVVISHARES TR | $6.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.1M |
TSLATESLA INC | $5.2M |
HDHOME DEPOT INC | $4.9M |
MAMASTERCARD INCORPORATED | $4.7M |
XOMEXXON MOBIL CORP | $4.6M |
CSCOCISCO SYS INC | $4.1M |
UNHUNITEDHEALTH GROUP INC | $3.7M |
BACBANK AMERICA CORP | $3.7M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
KOCOCA COLA CO | $3.2M |
MCDMCDONALDS CORP | $3.1M |
NFLXNETFLIX INC | $2.8M |
WFCWELLS FARGO CO NEW | $2.7M |
CVXCHEVRON CORP NEW | $2.5M |
ABTABBOTT LABS | $2.4M |
GOOGALPHABET INC | $2.2M |
IBMINTERNATIONAL BUSINESS MACHS | $2.1M |
BKNGBOOKING HOLDINGS INC | $1.8M |
CRMSALESFORCE INC | $1.8M |
GEGE AEROSPACE | $1.8M |
MOG/AMOOG INC | $1.8M |
TMUST-MOBILE US INC | $1.7M |
PLTRPALANTIR TECHNOLOGIES INC | $1.3M |
4I1PHILIP MORRIS INTL INC | $1.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2M |
DWDMORGAN STANLEY | $1.1M |
AXPAMERICAN EXPRESS CO | $1.1M |
CATCATERPILLAR INC | $1.0M |
AMDADVANCED MICRO DEVICES INC | $1.0M |
VBRVANGUARD INDEX FDS | $937K |
BLKBLACKROCK INC | $778K |
MUMICRON TECHNOLOGY INC | $758K |
GSGOLDMAN SACHS GROUP INC | $717K |
GLTRABRDN PRECIOUS METALS BASKET | $609K |
MTBM & T BK CORP | $553K |
MRKMERCK & CO INC | $549K |
IAU*ISHARES GOLD TR | $538K |
RTXRTX CORPORATION | $537K |
ADPAUTOMATIC DATA PROCESSING IN | $529K |
SCHGSCHWAB STRATEGIC TR | $484K |
LMTLOCKHEED MARTIN CORP | $466K |
SGOLETFS GOLD TR | $446K |
BABOEING CO | $434K |
ACWXISHARES TR | $430K |
ISRGINTUITIVE SURGICAL INC | $412K |
PEPPEPSICO INC | $402K |
IUSGISHARES TR | $373K |
VIGVANGUARD SPECIALIZED FUNDS | $365K |
AMGNAMGEN INC | $352K |
VOOVANGUARD INDEX FDS | $331K |
ATROASTRONICS CORP | $309K |
IVEISHARES TR | $287K |
CSXCSX CORP | $272K |
VYMVANGUARD WHITEHALL FDS | $268K |
GILDGILEAD SCIENCES INC | $267K |
ITOTISHARES TR | $266K |
HYGISHARES TR | $260K |
GMGENERAL MTRS CO | $257K |
IWFISHARES TR | $254K |
AGGISHARES TR | $242K |
QCOMQUALCOMM INC | $239K |
SPGPINVESCO EXCHANGE TRADED FD T | $233K |
GQ9SPDR GOLD TR | $222K |
UNMUNUM GROUP | $209K |
DUKDUKE ENERGY CORP NEW | $190K |
IWDISHARES TR | $189K |
ETNEATON CORP PLC | $186K |
TRVCCITIGROUP INC | $174K |
KLACKLA CORP | $171K |
VTIVANGUARD INDEX FDS | $167K |
NDQINVESCO QQQ TR | $157K |
BMYBRISTOL-MYERS SQUIBB CO | $153K |
NSCNORFOLK SOUTHN CORP | $151K |
UNPUNION PAC CORP | $142K |
LINLINDE PLC | $140K |
MCHPMICROCHIP TECHNOLOGY INC. | $135K |
IVWISHARES TR | $133K |
PLDPROLOGIS INC. | $126K |
VGTVANGUARD WORLD FD | $125K |
XBISPDR SERIES TRUST | $121K |
OEFISHARES TR | $119K |
GDGENERAL DYNAMICS CORP | $118K |
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