West Branch Capital LLC

CIK: 0001738723SEC EDGAR →

Portfolio Value

$388.1M

Holdings

415

As of

Q4 2025

New Positions

415

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	150,941	$41.0M	10.57%
2	NVDA NVIDIA CORPORATION	213,356	$39.8M	10.25%
3	GOOGL ALPHABET INC	91,809	$28.7M	7.40%
4	MSFT MICROSOFT CORP	56,005	$27.1M	6.98%
5	AMZN AMAZON COM INC	92,934	$21.5M	5.53%
6	SPY SPDR S&P 500 ETF TR	30,078	$20.5M	5.29%
7	MOG/B MOOG INC	60,114	$14.9M	3.85%
8	AVGO BROADCOM INC	31,875	$11.0M	2.84%
9	JPM JPMORGAN CHASE & CO.	34,037	$11.0M	2.83%
10	PG PROCTER AND GAMBLE CO	64,752	$9.3M	2.39%

Quarterly Changes

Top Buys

AAPLNEW

$41.0M

NVDANEW

$39.8M

GOOGLNEW

$28.7M

MSFTNEW

$27.1M

AMZNNEW

$21.5M

Top Sells

No sells this quarter

New Positions (415)

$41.0M · 151K shares

$39.8M · 213K shares

$28.7M · 92K shares

$27.1M · 56K shares

$21.5M · 93K shares

$20.5M · 30K shares

$14.9M · 60K shares

$11.0M · 32K shares

$11.0M · 34K shares

$9.3M · 65K shares

$9.1M · 8K shares

$8.5M · 76K shares

$8.2M · 42K shares

$7.7M · 12K shares

$7.7M · 22K shares

$6.9M · 33K shares

$6.9M · 30K shares

$6.3M · 9K shares

$6.1M · 12K shares

$5.2M · 11K shares

$4.9M · 14K shares

$4.7M · 8K shares

$4.6M · 38K shares

$4.1M · 54K shares

$3.7M · 11K shares

$3.7M · 67K shares

$3.4M · 4K shares

$3.2M · 46K shares

$3.1M · 10K shares

$2.8M · 30K shares

$2.7M · 28K shares

$2.5M · 16K shares

$2.4M · 19K shares

$2.2M · 7K shares

$2.1M · 7K shares

$1.8M · 342 shares

$1.8M · 7K shares

$1.8M · 6K shares

$1.8M · 7K shares

$1.7M · 8K shares

$1.3M · 7K shares

$1.3M · 8K shares

$1.2M · 2K shares

$1.1M · 6K shares

$1.1M · 3K shares

$1.0M · 2K shares

$1.0M · 5K shares

$937K · 4K shares

$778K · 727 shares

$758K · 3K shares

$717K · 816 shares

$609K · 3K shares

$553K · 3K shares

$549K · 5K shares

$538K · 7K shares

$537K · 3K shares

$529K · 2K shares

$484K · 15K shares

$466K · 965 shares

$446K · 11K shares

$434K · 2K shares

$430K · 6K shares

$412K · 728 shares

$402K · 3K shares

$373K · 2K shares

$365K · 2K shares

$352K · 1K shares

$331K · 528 shares

$309K · 6K shares

$287K · 1K shares

$272K · 8K shares

$268K · 2K shares

$267K · 2K shares

$266K · 2K shares

$260K · 3K shares

$257K · 3K shares

$254K · 538 shares

$242K · 2K shares

$239K · 1K shares

$233K · 2K shares

$222K · 562 shares

$209K · 3K shares

$190K · 2K shares

$189K · 900 shares

$186K · 586 shares

$174K · 1K shares

$171K · 141 shares

$167K · 499 shares

$157K · 257 shares

$153K · 3K shares

$151K · 525 shares

$142K · 617 shares

$140K · 329 shares

$135K · 2K shares

$133K · 1K shares

$126K · 991 shares

$125K · 167 shares

$121K · 1K shares

$119K · 347 shares

$118K · 352 shares

$118K · 2K shares

$117K · 337 shares

$117K · 6K shares

$116K · 880 shares

$114K · 792 shares

$111K · 429 shares

$110K · 1K shares

$108K · 4K shares

$106K · 510 shares

$105K · 4K shares

$105K · 1K shares

$96K · 148 shares

$95K · 1K shares

$94K · 2K shares

$94K · 382 shares

$93K · 1K shares

$93K · 950 shares

$93K · 339 shares

$89K · 2K shares

$89K · 748 shares

$83K · 300 shares

$81K · 535 shares

$80K · 229 shares

$79K · 74 shares

$74K · 750 shares

$72K · 346 shares

$70K · 257 shares

$69K · 1K shares

$68K · 850 shares

$65K · 3K shares

$63K · 300 shares

$58K · 499 shares

$58K · 1K shares

$55K · 179 shares

$55K · 500 shares

$55K · 2K shares

SYY

$54K · 743 shares

FDN

$52K · 194 shares

$52K · 906 shares

$51K · 105 shares

$48K · 296 shares

$47K · 700 shares

$46K · 272 shares

$46K · 590 shares

$45K · 235 shares

$45K · 375 shares

$40K · 193 shares

$39K · 75 shares

$39K · 2K shares

$38K · 353 shares

$38K · 224 shares

$37K · 353 shares

$35K · 40 shares

VOE

$34K · 194 shares

$32K · 478 shares

$32K · 335 shares

$32K · 200 shares

$31K · 283 shares

$31K · 280 shares

$31K · 590 shares

$30K · 448 shares

$30K · 50 shares

$30K · 843 shares

$30K · 2K shares

$29K · 124 shares

$29K · 182 shares

$29K · 75 shares

$27K · 563 shares

$27K · 335 shares

$27K · 420 shares

$26K · 120 shares

ADI

$26K · 99 shares

PLOW

$26K · 800 shares

RBC

$26K · 60 shares

$25K · 606 shares

$25K · 145 shares

$25K · 400 shares

$25K · 136 shares

$24K · 604 shares

$23K · 5K shares

$23K · 479 shares

$22K · 250 shares

$22K · 2K shares

$22K · 50 shares

$22K · 275 shares

$22K · 232 shares

$22K · 80 shares

$21K · 85 shares

$21K · 220 shares

$21K · 1K shares

$20K · 2K shares

$19K · 114 shares

$19K · 871 shares

$19K · 60 shares

$19K · 108 shares

$19K · 118 shares

$19K · 300 shares

$18K · 175 shares

$18K · 209 shares

$18K · 184 shares

$18K · 58 shares

$18K · 1K shares

$17K · 902 shares

$17K · 2K shares

$17K · 101 shares

$17K · 205 shares

$16K · 207 shares

$16K · 2K shares

$16K · 192 shares

$16K · 155 shares

$16K · 292 shares

$15K · 75 shares

$15K · 151 shares

$15K · 54 shares

$15K · 231 shares

$15K · 60 shares

$14K · 101 shares

$14K · 103 shares

$14K · 75 shares

$14K · 57 shares

$14K · 184 shares

$14K · 53 shares

$13K · 56 shares

$13K · 350 shares

$13K · 100 shares

$13K · 1K shares

$13K · 41 shares

$13K · 55 shares

$13K · 520 shares

$13K · 209 shares

$13K · 106 shares

$12K · 715 shares

$12K · 150 shares

$12K · 200 shares

$12K · 297 shares

$12K · 347 shares

$12K · 69 shares

$12K · 142 shares

$12K · 40 shares

$11K · 73 shares

$11K · 142 shares

$11K · 190 shares

$11K · 168 shares

$11K · 262 shares

$11K · 50 shares

$11K · 500 shares

$11K · 135 shares

$11K · 170 shares

$11K · 92 shares

$11K · 49 shares

$11K · 114 shares

$11K · 60 shares

$11K · 674 shares

$11K · 150 shares

$11K · 239 shares

$10K · 88 shares

$10K · 130 shares

$10K · 135 shares

$10K · 447 shares

$10K · 133 shares

$10K · 117 shares

$9K · 106 shares

$9K · 504 shares

$9K · 203 shares

$9K · 434 shares

$9K · 50 shares

$9K · 115 shares

$9K · 51 shares

$9K · 363 shares

$9K · 103 shares

$9K · 100 shares

$9K · 280 shares

$9K · 72 shares

$9K · 110 shares

$8K · 58 shares

$8K · 600 shares

$8K · 70 shares

$8K · 32 shares

$8K · 31 shares

$8K · 255 shares

$7K · 68 shares

$7K · 1K shares

$7K · 64 shares

$7K · 206 shares

$7K · 2K shares

$7K · 125 shares

$7K · 146 shares

$7K · 93 shares

$7K · 97 shares

$6K · 34 shares

$6K · 511 shares

$6K · 28 shares

$6K · 300 shares

$6K · 135 shares

$6K · 26 shares

POOL

$6K · 30 shares

FNDE

$6K · 185 shares

$6K · 111 shares

$6K · 500 shares

$5K · 34 shares

$5K · 40 shares

$5K · 49 shares

$5K · 274 shares

$5K · 26 shares

$5K · 46 shares

$5K · 94 shares

$5K · 318 shares

$5K · 50 shares

$5K · 50 shares

$5K · 100 shares

$4K · 125 shares

$4K · 64 shares

$4K · 24 shares

$4K · 187 shares

$4K · 142 shares

$4K · 116 shares

$4K · 500 shares

$4K · 2K shares

$4K · 200 shares

$4K · 162 shares

$4K · 66 shares

$4K · 35 shares

$4K · 30 shares

$4K · 230 shares

$3K · 858 shares

$3K · 48 shares

$3K · 293 shares

$3K · 564 shares

$3K · 4 shares

$3K · 94 shares

$3K · 215 shares

$3K · 78 shares

$3K · 100 shares

$2K · 276 shares

$2K · 9 shares

$2K · 329 shares

$2K · 6 shares

$2K · 60 shares

$2K · 318 shares

$2K · 135 shares

$2K · 621 shares

$1K · 4 shares

$1K · 10 shares

$1K · 558 shares

$1K · 18 shares

$1K · 37 shares

$1K · 6 shares

$1K · 4 shares

$1K · 51 shares

$1K · 33 shares

$1K · 7 shares

$1K · 23 shares

$0 · 4 shares

$0 · 4 shares

$0 · 4 shares

$0 · 11 shares

$0 · 5 shares

$0 · 2 shares

$0 · 1 shares

$0 · 132 shares

$0 · 1 shares

$0 · 4 shares

$0 · 15 shares

$0 · 10 shares

$0 · 1 shares

$0 · 214 shares

$0 · 14 shares

$0 · 47 shares

$0 · 3 shares

KPTI

$0 · 3 shares

$0 · 7 shares

$0 · 1 shares

$0 · 3 shares

$0 · 1 shares

$0 · 1 shares

$0 · 2 shares

$0 · 30 shares

$0 · 2 shares

$0 · 3 shares

$0 · 1 shares

$0 · 7 shares

$0 · 1 shares

$0 · 8 shares

$0 · 1 shares

$0 · 4 shares

$0 · 37 shares

$0 · 1 shares

$0 · 5 shares

$0 · 26 shares

$0 · 4 shares

$0 · 7 shares

$0 · 1 shares

$0 · 6 shares

$0 · 2 shares

$0 · 3 shares

$0 · 17 shares

$0 · 8 shares

PWR

$0 · 1 shares

$0 · 16 shares

CIT

$0 · 4 shares

HWM

$0 · 1 shares

$0 · 6 shares

$0 · 2 shares

$0 · 1 shares

$0 · 2 shares

$0 · 1 shares

$0 · 2 shares

$0 · 46 shares

$0 · 1 shares

RDN

$0 · 7 shares

$0 · 5 shares

USFD

$0 · 2 shares

SBUX

$0 · 6 shares

CBRE

$0 · 1 shares

$0 · 47 shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	58	$140.2M	36.1%
Financial Services	126	$68.2M	17.6%
Communication Services	8	$43.2M	11.1%
Consumer Cyclical	33	$37.0M	9.5%
Healthcare	37	$32.4M	8.3%
Unknown	26	$26.6M	6.9%
Consumer Defensive	24	$25.1M	6.5%
Energy	15	$7.4M	1.9%
Industrials	49	$6.6M	1.7%
Utilities	15	$629K	0.2%
Basic Materials	10	$316K	0.1%
Real Estate	14	$248K	0.1%