West Branch Capital LLC
13F Reported Value
ⓘ$430.3M
Holdings
355
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
West Branch Capital LLC disclosed 355 positions worth $430.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.0% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 16 new positions and exited 40. The portfolio is most concentrated in Technology (46.0% of disclosed assets). All figures are sourced directly from West Branch Capital LLC’s Form 13F-HR filing with the SEC under CIK 1738723.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/west-branch-capital-llc-1738723
AUM History
13fpro.ai/research/fund/west-branch-capital-llc-1738723
Top Equity Holdings by Value
13fpro.ai/research/fund/west-branch-capital-llc-1738723
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.3#82
Quality
$43.0M148,498 sh - 85.9#5
Quality
$41.0M205,101 sh - 78.1#58
Quality
$31.9M89,356 sh - 64.8
Quality
$25.7M60,114 sh - 68.4
Quality
$22.7M95,216 sh - —
Quality
$22.6M30,320 sh - 79.7
Quality
$20.5M55,029 sh - 84.4
Quality
$12.1M31,925 sh - 70.3
Quality
$11.1M33,949 sh - 87.5
Quality
$10.4M8,703 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 76.3#82 | $43.0M | 148,498 | |
| 85.9#5 | $41.0M | 205,101 | |
| 78.1#58 | $31.9M | 89,356 | |
| 64.8 | $25.7M | 60,114 | |
| 68.4 | $22.7M | 95,216 | |
| — | $22.6M | 30,320 | |
| 79.7 | $20.5M | 55,029 | |
| 84.4 | $12.1M | 31,925 | |
| 70.3 | $11.1M | 33,949 | |
| 87.5 | $10.4M | 8,703 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Branch Capital LLC's 355 positions.
Showing top 10 of 355 holdings.
Sector Allocation
Technology
$198.1M
Industrials
$45.3M
Financials
$42.8M
Consumer Discretionary
$42.3M
Other
$37.5M
Healthcare
$34.1M
Consumer Staples
$16.1M
Energy
$9.9M
Top Holdings — West Branch Capital LLC (Q2 2026)
Top 150 of 355 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. | $43.0M | 10.0% | -2% | 76.3 | |
| 2 | NVIDIA CORP | $41.0M | 9.5% | -1% | 85.9 | |
| 3 | Alphabet Inc. | $31.9M | 7.4% | -2% | 78.1 | |
| 4 | MOOG INC. | $25.7M | 6.0% | +0% | 64.8 | |
| 5 | AMAZON COM INC | $22.7M | 5.3% | +0% | 68.4 | |
| 6 | SPDR S&P 500 ETF TRUST | $22.6M | 5.3% | +1% | — | |
| 7 | MICROSOFT CORP | $20.5M | 4.8% | +0% | 79.7 | |
| 8 | Broadcom Inc. | $12.1M | 2.8% | -1% | 84.4 | |
| 9 | JPMORGAN CHASE & CO | $11.1M | 2.6% | -0% | 70.3 | |
| 10 | ELI LILLY & Co | $10.4M | 2.4% | +2% | 87.5 | |
| 11 | PROCTER & GAMBLE Co | $10.1M | 2.4% | +0% | 64.4 | |
| 12 | MICRON TECHNOLOGY INC | $9.9M | 2.3% | +41% | 86.1 | |
| 13 | Walmart Inc. | $8.7M | 2.0% | +1% | 59.9 | |
| 14 | JOHNSON & JOHNSON | $8.5M | 2.0% | +0% | 68.8 | |
| 15 | AbbVie Inc. | $7.7M | 1.8% | +1% | 72.5 | |
| 16 | VISA INC. | $7.6M | 1.8% | +0% | 82.7 | |
| 17 | Meta Platforms, Inc. | $7.1M | 1.7% | +5% | 79.6 | |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $6.9M | 1.6% | +1% | — |
| 19 | BERKSHIRE HATHAWAY INC | $6.5M | 1.5% | +4% | 73.6 | |
| 20 | CISCO SYSTEMS, INC. | $6.4M | 1.5% | +0% | 70.1 | |
| 21 | ORACLE CORP | $6.3M | 1.5% | +1% | 68.2 | |
| 22 | EXXON MOBIL CORP | $5.8M | 1.3% | -1% | 57.7 | |
| 23 | Tesla, Inc. | $5.2M | 1.2% | +2% | 53.6 | |
| 24 | ADVANCED MICRO DEVICES INC | $5.2M | 1.2% | +6% | 79.7 | |
| 25 | HOME DEPOT, INC. | $5.1M | 1.2% | +1% | 60.1 | |
| 26 | CATERPILLAR INC | $4.9M | 1.1% | +3% | 66.3 | |
| 27 | UNITEDHEALTH GROUP INC | $4.8M | 1.1% | +1% | 62.5 | |
| 28 | Mastercard Inc | $4.4M | 1.0% | +2% | 85 | |
| 29 | APPLIED MATERIALS INC /DE | $4.1M | 0.9% | +9% | 72.1 | |
| 30 | GENERAL ELECTRIC CO | $4.1M | 0.9% | +2% | 73.6 | |
| 31 | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.9% | +2% | 65.9 | |
| 32 | COCA COLA CO | $4.0M | 0.9% | +1% | 69.3 | |
| 33 | BANK OF AMERICA CORP /DE/ | $3.9M | 0.9% | +1% | 67.3 | |
| 34 | CHEVRON CORP | $3.9M | 0.9% | +1% | 62.6 | |
| 35 | LAM RESEARCH CORP | $3.2M | 0.7% | +19% | 79.3 | |
| 36 | MOOG INC. | $2.9M | 0.7% | -1% | 64.8 | |
| 37 | Alphabet Inc. | $2.6M | 0.6% | +6% | 78.1 | |
| 38 | NETFLIX INC | $2.4M | 0.6% | +3% | 78.6 | |
| 39 | WELLS FARGO & COMPANY/MN | $1.9M | 0.4% | -24% | 61.5 | |
| 40 | MORGAN STANLEY | $1.8M | 0.4% | +8% | 75.7 | |
| 41 | Philip Morris International Inc. | $1.5M | 0.4% | -4% | 75.7 | |
| 42 | GOLDMAN SACHS GROUP INC | $1.4M | 0.3% | +10% | 73.3 | |
| 43 | Palantir Technologies Inc. | $1.1M | 0.3% | -0% | 84.5 | |
| 44 | Merck & Co., Inc. | $1.1M | 0.3% | +12% | 59.7 | |
| 45 | MCDONALDS CORP | $1.1M | 0.3% | -58% | 68.6 | |
| 46 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.0M | 0.2% | +104% | — |
| 47 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $706,372 | 0.2% | -20% | — |
| 48 | KLA CORP | $599,800 | 0.1% | +1310% | 78.5 | |
| 49 | INTEL CORP | $551,539 | 0.1% | +2047% | 45.5 | |
| 50 | M&T BANK CORP | $538,617 | 0.1% | -4% | 58.3 | |
| 51 | RTX Corp | $531,950 | 0.1% | -63% | 73.1 | |
| 52 | INTERNATIONAL BUSINESS MACHINES CORP | $526,083 | 0.1% | -73% | 69.7 | |
| 53 | — | ISHARES TR - MSCI ACWI EX US | $518,690 | 0.1% | +0% | — |
| 54 | abrdn Precious Metals Basket ETF Trust | $501,424 | 0.1% | -7% | — | |
| 55 | ISHARES GOLD TRUST | $500,632 | 0.1% | +0% | — | |
| 56 | ASTRONICS CORP | $463,182 | 0.1% | +0% | 61 | |
| 57 | Booking Holdings Inc. | $441,180 | 0.1% | +2400% | 58.3 | |
| 58 | BlackRock, Inc. | $435,071 | 0.1% | -26% | 69.8 | |
| 59 | AMGEN INC | $422,595 | 0.1% | +8% | 79 | |
| 60 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $398,674 | 0.1% | +558% | — |
| 61 | abrdn Gold ETF Trust | $389,105 | 0.1% | -6% | — | |
| 62 | — | ISHARES TR - CORE S&P US GWT | $384,972 | 0.1% | -8% | — |
| 63 | LOCKHEED MARTIN CORP | $379,039 | 0.1% | -23% | 65.4 | |
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $358,598 | 0.1% | -9% | — |
| 65 | CSX CORP | $344,687 | 0.1% | -4% | 64.9 | |
| 66 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $335,497 | 0.1% | +113% | — |
| 67 | GE Vernova Inc. | $313,688 | 0.1% | +75% | 81.1 | |
| 68 | PEPSICO INC | $311,556 | 0.1% | -2% | 63.2 | |
| 69 | — | ISHARES TR - S&P 500 VAL ETF | $307,667 | 0.1% | +0% | — |
| 70 | GILEAD SCIENCES, INC. | $276,213 | 0.1% | +0% | 57.3 | |
| 71 | QUALCOMM INC/DE | $267,946 | 0.1% | +4% | 70.4 | |
| 72 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $265,068 | 0.1% | -6% | — |
| 73 | Invesco Ltd. | $251,306 | 0.1% | +0% | — | |
| 74 | General Motors Co | $244,335 | 0.1% | +0% | 54.1 | |
| 75 | Unum Group | $242,185 | 0.1% | +0% | 51.7 | |
| 76 | — | ISHARES TR - IBOXX HI YD ETF | $241,910 | 0.1% | -6% | — |
| 77 | — | ISHARES TR - CORE US AGGBD ET | $240,522 | 0.1% | +0% | — |
| 78 | Eaton Corp plc | $235,645 | 0.1% | +0% | — | |
| 79 | ABBOTT LABORATORIES | $233,762 | 0.1% | -84% | 65.2 | |
| 80 | — | ISHARES TR - CORE S&P TTL STK | $233,592 | 0.1% | +0% | — |
| 81 | Seagate Technology Holdings plc | $227,740 | 0.1% | -8% | — | |
| 82 | CORNING INC /NY | $224,014 | 0.1% | +31% | 73.5 | |
| 83 | — | ISHARES TR - RUS 1000 VAL ETF | $218,187 | 0.1% | +0% | — |
| 84 | INTUITIVE SURGICAL INC | $215,145 | 0.1% | -17% | 79.7 | |
| 85 | AMERICAN EXPRESS CO | $202,950 | 0.1% | -76% | 69.1 | |
| 86 | INVESCO QQQ TRUST, SERIES 1 | $202,510 | 0.1% | +0% | — | |
| 87 | SPDR GOLD TRUST | $197,821 | 0.1% | +0% | — | |
| 88 | MICROCHIP TECHNOLOGY INC | $181,720 | 0.0% | -5% | 52.7 | |
| 89 | — | ISHARES TR - RUS 1000 GRW ETF | $173,838 | 0.0% | +300% | — |
| 90 | Duke Energy CORP | $168,478 | 0.0% | -13% | 56 | |
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $166,137 | 0.0% | +4% | — |
| 92 | WASTE MANAGEMENT INC | $156,239 | 0.0% | +887% | 67.2 | |
| 93 | SL GREEN REALTY CORP | $155,310 | 0.0% | +0% | 42.5 | |
| 94 | — | ISHARES TR - S&P 500 GRWT ETF | $149,649 | 0.0% | +0% | — |
| 95 | THERMO FISHER SCIENTIFIC INC. | $143,836 | 0.0% | -28% | 64.9 | |
| 96 | — | VANGUARD WORLD FD - INF TECH ETF | $142,946 | 0.0% | +612% | — |
| 97 | BRISTOL MYERS SQUIBB CO | $135,407 | 0.0% | -15% | 70.1 | |
| 98 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $129,097 | 0.0% | +0% | — |
| 99 | Invesco Ltd. | $125,748 | 0.0% | NEW | — | |
| 100 | TEXAS INSTRUMENTS INC | $123,401 | 0.0% | +85% | 73.2 | |
| 101 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | $120,183 | 0.0% | +1% | — |
| 102 | — | ISHARES TR - S&P 100 ETF | $117,912 | 0.0% | -9% | — |
| 103 | CANADIAN NATIONAL RAILWAY CO | $113,278 | 0.0% | +0% | — | |
| 104 | Prologis, Inc. | $111,086 | 0.0% | -17% | 68.3 | |
| 105 | LINDE PLC | $111,054 | 0.0% | -27% | — | |
| 106 | PFIZER INC | $104,965 | 0.0% | +0% | 61.8 | |
| 107 | — | ISHARES TR - CORE DIV GRWTH | $104,723 | 0.0% | -17% | — |
| 108 | — | ISHARES INC - MSCI GERMANY ETF | $102,764 | 0.0% | NEW | — |
| 109 | Air Products & Chemicals, Inc. | $101,441 | 0.0% | +0% | 46.2 | |
| 110 | EMERSON ELECTRIC CO | $99,633 | 0.0% | -21% | 65.1 | |
| 111 | ASML HOLDING NV | $99,472 | 0.0% | -17% | — | |
| 112 | Arthur J. Gallagher & Co. | $97,797 | 0.0% | -1% | 71 | |
| 113 | ROYAL CARIBBEAN CRUISES LTD | $95,259 | 0.0% | +0% | — | |
| 114 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $93,786 | 0.0% | -14% | — |
| 115 | GENERAL DYNAMICS CORP | $89,269 | 0.0% | -28% | 68.5 | |
| 116 | Shell plc | $88,319 | 0.0% | -21% | — | |
| 117 | T-Mobile US, Inc. | $84,104 | 0.0% | -93% | 68.8 | |
| 118 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $83,790 | 0.0% | +0% | — |
| 119 | ALLSTATE CORP | $82,328 | 0.0% | +0% | 78.2 | |
| 120 | CVS HEALTH Corp | $78,209 | 0.0% | +28% | 59.2 | |
| 121 | PNC FINANCIAL SERVICES GROUP, INC. | $77,560 | 0.0% | -26% | 73.4 | |
| 122 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $74,957 | 0.0% | +0% | — |
| 123 | NEXTERA ENERGY INC | $74,605 | 0.0% | +0% | 64.4 | |
| 124 | AT&T INC. | $71,974 | 0.0% | -18% | 65.5 | |
| 125 | VERIZON COMMUNICATIONS INC | $71,936 | 0.0% | -26% | 65.5 | |
| 126 | Salesforce, Inc. | $66,738 | 0.0% | +37% | 76.9 | |
| 127 | — | VANGUARD INDEX FDS - GROWTH ETF | $66,648 | 0.0% | NEW | — |
| 128 | REPUBLIC SERVICES, INC. | $63,924 | 0.0% | +0% | 62 | |
| 129 | — | ISHARES INC - MSCI ISRAEL ETF | $60,355 | 0.0% | +0% | — |
| 130 | BP PLC | $59,157 | 0.0% | +0% | — | |
| 131 | SYSCO CORP | $58,506 | 0.0% | +0% | 54.4 | |
| 132 | ADOBE INC. | $55,766 | 0.0% | -19% | 77.8 | |
| 133 | — | ISHARES TR - CORE S&P SCP ETF | $55,617 | 0.0% | +0% | — |
| 134 | CINCINNATI FINANCIAL CORP | $54,802 | 0.0% | +0% | 84.2 | |
| 135 | CITIGROUP INC | $54,585 | 0.0% | -1% | 64.7 | |
| 136 | ServiceNow, Inc. | $53,115 | 0.0% | +0% | 72.8 | |
| 137 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $52,203 | 0.0% | -44% | — |
| 138 | Cigna Group | $52,104 | 0.0% | +0% | 66 | |
| 139 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $51,356 | 0.0% | +0% | — |
| 140 | CONSOLIDATED EDISON INC | $49,784 | 0.0% | +0% | 67 | |
| 141 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $48,554 | 0.0% | -29% | — |
| 142 | AMERIPRISE FINANCIAL INC | $48,170 | 0.0% | +0% | 68.3 | |
| 143 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $47,519 | 0.0% | +0% | — |
| 144 | ROCKWELL AUTOMATION, INC | $45,053 | 0.0% | +21% | 63.5 | |
| 145 | Invesco Ltd. | $40,235 | 0.0% | +1% | — | |
| 146 | ANALOG DEVICES INC | $39,320 | 0.0% | +0% | 79.1 | |
| 147 | — | ISHARES TR - GLOBAL TECH ETF | $39,299 | 0.0% | -23% | — |
| 148 | Parker-Hannifin Corp | $39,125 | 0.0% | +0% | 65.6 | |
| 149 | RBC Bearings INC | $38,644 | 0.0% | +0% | 66.4 | |
| 150 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $38,335 | 0.0% | +0% | — |
New Positions (16)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$18,453Exited Positions (40)
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