West Branch Capital LLC
CIK: 1738723SEC EDGAR →
Portfolio Value
$23.8B
Holdings
378
As of
Q1 2026
New Positions
378
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CISCO SYS INC | 54,082 | $4.2B | 17.61% |
| 2 | COCA COLA CO | 48,368 | $3.7B | 15.43% |
| 3 | BANK AMERICA CORP | 67,986 | $3.3B | 13.91% |
| 4 | NETFLIX INC. | 32,379 | $3.1B | 13.06% |
| 5 | WELLS FARGO & CO | 29,404 | $2.3B | 9.82% |
| 6 | ISHARES GOLD TR | 6,630 | $584.5M | 2.45% |
| 7 | ETFS GOLD TR | 10,859 | $484.5M | 2.03% |
| 8 | ISHARES TR | 6,815 | $466.6M | 1.96% |
| 9 | SCHWAB STRATEGIC TR | 14,878 | $433.4M | 1.82% |
| 10 | ASTRONICS CORP | 5,700 | $380.4M | 1.60% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 126 | $9.1B | 38.3% |
| Technology | 54 | $4.6B | 19.5% |
| Consumer Defensive | 20 | $3.9B | 16.6% |
| Communication Services | 8 | $3.3B | 13.8% |
| Industrials | 38 | $820.2M | 3.4% |
| Unknown | 24 | $672.6M | 2.8% |
| Healthcare | 31 | $434.9M | 1.8% |
| Consumer Cyclical | 32 | $372.3M | 1.6% |
| Energy | 14 | $245.4M | 1.0% |
| Real Estate | 11 | $151.6M | 0.6% |
| Utilities | 14 | $133.3M | 0.6% |
| Basic Materials | 6 | $3.2M | 0.0% |