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 |
|---|---|
FLDRFIDELITY MERRIMACK STR TR | $118K |
ADBEADOBE INC | $117K |
EIPIFIRST TR EXCHNG TRADED FD VI | $117K |
EMREMERSON ELEC CO | $116K |
XLKSELECT SECTOR SPDR TR | $114K |
AJGGALLAGHER ARTHUR J & CO | $111K |
FNCLFIDELITY COVINGTON TRUST | $110K |
PFEPFIZER INC | $108K |
PNCPNC FINL SVCS GROUP INC | $106K |
TAT&T INC | $105K |
SHELSHELL PLC | $105K |
GEVGE VERNOVA INC | $96K |
DGROISHARES TR | $95K |
VEAVANGUARD TAX-MANAGED FDS | $94K |
APDAIR PRODS & CHEMS INC | $94K |
GLWCORNING INC | $93K |
CNRCANADIAN NATL RY CO | $93K |
CITHE CIGNA GROUP | $93K |
BACVERIZON COMMUNICATIONS INC | $89K |
XLYSELECT SECTOR SPDR TR | $89K |
RCLROYAL CARIBBEAN GROUP | $83K |
NOWSERVICENOW INC | $81K |
CEGCONSTELLATION ENERGY CORP | $80K |
ASMLASML HOLDING N V | $79K |
EDCONSOLIDATED EDISON INC | $74K |
ALSALLSTATE CORP | $72K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $70K |
DALDELTA AIR LINES INC DEL | $69K |
NEENEXTERA ENERGY INC | $68K |
SCHFSCHWAB STRATEGIC TR | $65K |
RSGREPUBLIC SVCS INC | $63K |
XLCSELECT SECTOR SPDR TR | $58K |
MDLZMONDELEZ INTL INC | $58K |
VONEVANGUARD SCOTTSDALE FDS | $55K |
EIS*ISHARES INC | $55K |
BPBP PLC | $55K |
SYYSYSCO CORP | $54K |
FDNFIRST TR EXCHANGE-TRADED FD | $52K |
MOALTRIA GROUP INC | $52K |
A4SAMERIPRISE FINL INC | $51K |
CINFCINCINNATI FINL CORP | $48K |
MCXMCCORMICK & CO INC | $47K |
LRCXLAM RESEARCH CORP | $46K |
CVSCVS HEALTH CORP | $46K |
HONHONEYWELL INTL INC | $45K |
IJRISHARES TR | $45K |
VXFVANGUARD INDEX FDS | $40K |
SPGIS&P GLOBAL INC | $39K |
BSCRINVESCO EXCH TRD SLF IDX FD | $39K |
AFLAFLAC INC | $38K |
TXNTEXAS INSTRS INC | $38K |
IXNISHARES TR | $37K |
PHPARKER-HANNIFIN CORP | $35K |
VOEVANGUARD INDEX FDS | $34K |
ESEVERSOURCE ENERGY | $32K |
EMBISHARES TR | $32K |
VSTVISTRA CORP | $32K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $31K |
PAYXPAYCHEX INC | $31K |
CARRCARRIER GLOBAL CORPORATION | $31K |
IEMGISHARES INC | $30K |
MDYSPDR S&P MIDCAP 400 ETF TR | $30K |
UTGREAVES UTIL INCOME FD | $30K |
AALAMERICAN AIRLS GROUP INC | $30K |
LOWLOWES COS INC | $29K |
VLOVALERO ENERGY CORP | $29K |
ROKROCKWELL AUTOMATION INC | $29K |
UTWORBB FD INC | $27K |
SHYISHARES TR | $27K |
IBKRINTERACTIVE BROKERS GROUP IN | $27K |
WMWASTE MGMT INC DEL | $26K |
ADIANALOG DEVICES INC | $26K |
PLOWDOUGLAS DYNAMICS INC | $26K |
RBCRBC BEARINGS INC | $26K |
NINISOURCE INC | $25K |
AMTAMERICAN TOWER CORP NEW | $25K |
AWMSKYWORKS SOLUTIONS INC | $25K |
DRIDARDEN RESTAURANTS INC | $25K |
CNCCENTENE CORP DEL | $24K |
MMTMFS MULTIMARKET INCOME TR | $23K |
IBITISHARES BITCOIN TRUST ETF | $23K |
ORLYOREILLY AUTOMOTIVE INC | $22K |
PFOFLAHERTY & CRUMRINE PFD INCO | $22K |
VOOGVANGUARD ADMIRAL FDS INC | $22K |
IRMIRON MTN INC DEL | $22K |
IEFISHARES TR | $22K |
WSTWEST PHARMACEUTICAL SVSC INC | $22K |
ITGARTNER INC | $21K |
UPSUNITED PARCEL SERVICE INC | $21K |
BSCSINVESCO EXCH TRD SLF IDX FD | $21K |
XEVVXEATON VANCE LIMITED DURATION | $20K |
IBBISHARES TR | $19K |
NLYANNALY CAPITAL MANAGEMENT IN | $19K |
IWOISHARES TR | $19K |
HSYHERSHEY CO | $19K |
NUENUCOR CORP | $19K |
IJHISHARES TR | $19K |
RBARB GLOBAL INC | $18K |
TLTISHARES TR | $18K |
KMBKIMBERLY-CLARK CORP | $18K |