West Branch Capital LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$338.1B
Holdings
472
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (472 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 216,361 | $34.2B | 10.11% | |
| 2 | AAPLAPPLE INC | 152,615 | $31.3B | 9.26% | |
| 3 | MSFTMICROSOFT CORP | 55,393 | $27.6B | 8.15% | |
| 4 | AMZNAMAZON COM INC | 89,922 | $19.7B | 5.83% | |
| 5 | SPYSPDR S&P 500 ETF TR | 29,107 | $18.0B | 5.32% | |
| 6 | GOOGLALPHABET INC | 88,227 | $15.5B | 4.60% | |
| 7 | MOG/BMOOG INC | 60,114 | $10.9B | 3.22% | |
| 8 | PGPROCTER AND GAMBLE CO | 63,321 | $10.1B | 2.98% | |
| 9 | JPMJPMORGAN CHASE & CO. | 33,914 | $9.8B | 2.91% | |
| 10 | ORCLORACLE CORP | 40,425 | $8.8B | 2.61% | |
| 11 | AVGOBROADCOM INC | 31,545 | $8.7B | 2.57% | |
| 12 | METAMETA PLATFORMS INC | 10,814 | $8.0B | 2.36% | |
| 13 | VVISA INC | 21,147 | $7.5B | 2.22% | |
| 14 | WMTWALMART INC | 74,209 | $7.3B | 2.15% | |
| 15 | LLYELI LILLY & CO | 8,233 | $6.4B | 1.90% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,700 | $5.7B | 1.68% | |
| 17 | IVVISHARES TR | 9,061 | $5.6B | 1.66% | |
| 18 | ABBVABBVIE INC | 29,650 | $5.5B | 1.63% | |
| 19 | HDHOME DEPOT INC | 13,772 | $5.0B | 1.49% | |
| 20 | JNJJOHNSON & JOHNSON | 32,530 | $5.0B | 1.47% | |
| 21 | MAMASTERCARD INCORPORATED | 7,867 | $4.4B | 1.31% | |
| 22 | UNHUNITEDHEALTH GROUP INC | 13,134 | $4.1B | 1.21% | |
| 23 | XOMEXXON MOBIL CORP | 36,663 | $4.0B | 1.17% | |
| 24 | NFLXNETFLIX INC | 2,711 | $3.6B | 1.07% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 3,586 | $3.6B | 1.05% | |
| 26 | CSCOCISCO SYS INC | 50,762 | $3.5B | 1.04% | |
| 27 | MCDMCDONALDS CORP | 11,127 | $3.3B | 0.96% | |
| 28 | TSLATESLA INC | 10,054 | $3.2B | 0.94% | |
| 29 | KOCOCA COLA CO | 42,930 | $3.0B | 0.90% | |
| 30 | BACBANK AMERICA CORP | 62,701 | $3.0B | 0.88% | |
| 31 | ABTABBOTT LABS | 19,147 | $2.6B | 0.77% | |
| 32 | BKNGBOOKING HOLDINGS INC | 368 | $2.1B | 0.63% | |
| 33 | CVXCHEVRON CORP NEW | 14,195 | $2.0B | 0.60% | |
| 34 | WFCWELLS FARGO CO NEW | 24,899 | $2.0B | 0.59% | |
| 35 | TMUST-MOBILE US INC | 8,162 | $1.9B | 0.58% | |
| 36 | MRKMERCK & CO INC | 24,296 | $1.9B | 0.57% | |
| 37 | CRMSALESFORCE INC | 6,732 | $1.8B | 0.54% | |
| 38 | PEPPEPSICO INC | 13,619 | $1.8B | 0.53% | |
| 39 | LINLINDE PLC | 3,425 | $1.6B | 0.48% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 5,413 | $1.6B | 0.47% | |
| 41 | MOG/AMOOG INC | 7,592 | $1.4B | 0.41% | |
| 42 | GOOGALPHABET INC | 7,132 | $1.3B | 0.37% | |
| 43 | ACNACCENTURE PLC IRELAND | 4,169 | $1.2B | 0.37% | |
| 44 | BLKBLACKROCK INC | 1,160 | $1.2B | 0.36% | |
| 45 | GEGE AEROSPACE | 4,714 | $1.2B | 0.36% | |
| 46 | VBRVANGUARD INDEX FDS | 5,821 | $1.1B | 0.34% | |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 2,699 | $1.1B | 0.32% | |
| 48 | ADPAUTOMATIC DATA PROCESSING IN | 3,435 | $1.1B | 0.31% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 5,040 | $917.9M | 0.27% | |
| 50 | BABOEING CO | 4,000 | $838.1M | 0.25% | |
| 51 | MTBM & T BK CORP | 3,329 | $645.8M | 0.19% | |
| 52 | LMTLOCKHEED MARTIN CORP | 1,080 | $500.3M | 0.15% | |
| 53 | SCHGSCHWAB STRATEGIC TR | 14,849 | $433.7M | 0.13% | |
| 54 | ITOTISHARES TR | 3,130 | $422.7M | 0.13% | |
| 55 | VYMVANGUARD WHITEHALL FDS | 3,147 | $419.6M | 0.12% | |
| 56 | IAU*ISHARES GOLD TR | 6,630 | $413.4M | 0.12% | |
| 57 | AXPAMERICAN EXPRESS CO | 1,287 | $410.5M | 0.12% | |
| 58 | GLTRABRDN PRECIOUS METALS BASKET | 2,965 | $409.6M | 0.12% | |
| 59 | UNPUNION PAC CORP | 1,720 | $395.7M | 0.12% | |
| 60 | ISRGINTUITIVE SURGICAL INC | 685 | $372.2M | 0.11% | |
| 61 | IUSGISHARES TR | 2,471 | $371.7M | 0.11% | |
| 62 | SGOLETFS GOLD TR | 10,859 | $342.5M | 0.10% | |
| 63 | AMGNAMGEN INC | 1,221 | $340.9M | 0.10% | |
| 64 | VIGVANGUARD SPECIALIZED FUNDS | 1,664 | $340.5M | 0.10% | |
| 65 | PLTRPALANTIR TECHNOLOGIES INC | 2,416 | $329.4M | 0.10% | |
| 66 | HYGISHARES TR | 4,042 | $326.0M | 0.10% | |
| 67 | VTIVANGUARD INDEX FDS | 1,067 | $324.2M | 0.10% | |
| 68 | AGGISHARES TR | 3,243 | $321.7M | 0.10% | |
| 69 | TAT&T INC | 10,950 | $316.9M | 0.09% | |
| 70 | INTUINTUIT | 398 | $313.5M | 0.09% | |
| 71 | NOWSERVICENOW INC | 301 | $309.5M | 0.09% | |
| 72 | VOOVANGUARD INDEX FDS | 542 | $308.1M | 0.09% | |
| 73 | ETNEATON CORP PLC | 746 | $266.3M | 0.08% | |
| 74 | SPGPINVESCO EXCHANGE TRADED FD T | 2,459 | $264.8M | 0.08% | |
| 75 | IVEISHARES TR | 1,355 | $264.8M | 0.08% | |
| 76 | DWDMORGAN STANLEY | 1,774 | $249.9M | 0.07% | |
| 77 | CSXCSX CORP | 7,502 | $244.8M | 0.07% | |
| 78 | MCHPMICROCHIP TECHNOLOGY INC. | 3,425 | $241.0M | 0.07% | |
| 79 | GILDGILEAD SCIENCES INC | 2,173 | $240.9M | 0.07% | |
| 80 | IWFISHARES TR | 538 | $228.4M | 0.07% | |
| 81 | QCOMQUALCOMM INC | 1,400 | $223.0M | 0.07% | |
| 82 | SHVISHARES TR | 2,003 | $221.1M | 0.07% | |
| 83 | UNMUNUM GROUP | 2,709 | $218.8M | 0.06% | |
| 84 | DUKDUKE ENERGY CORP NEW | 1,838 | $216.9M | 0.06% | |
| 85 | AJGGALLAGHER ARTHUR J & CO | 662 | $211.9M | 0.06% | |
| 86 | RTXRTX CORPORATION | 1,318 | $192.4M | 0.06% | |
| 87 | ATROASTRONICS CORP | 5,700 | $190.8M | 0.06% | |
| 88 | OEFISHARES TR | 614 | $187.0M | 0.06% | |
| 89 | ACWXISHARES TR | 3,050 | $185.9M | 0.05% | |
| 90 | IWDISHARES TR | 900 | $174.8M | 0.05% | |
| 91 | DGROISHARES TR | 2,706 | $173.0M | 0.05% | |
| 92 | ADBEADOBE INC | 432 | $167.1M | 0.05% | |
| 93 | CATCATERPILLAR INC | 421 | $163.4M | 0.05% | |
| 94 | GMGENERAL MTRS CO | 3,230 | $158.9M | 0.05% | |
| 95 | NSCNORFOLK SOUTHN CORP | 571 | $146.1M | 0.04% | |
| 96 | NDQINVESCO QQQ TR | 257 | $141.8M | 0.04% | |
| 97 | GLWCORNING INC | 2,530 | $133.0M | 0.04% | |
| 98 | DISDISNEY WALT CO | 1,062 | $131.7M | 0.04% | |
| 99 | PLDPROLOGIS INC. | 1,209 | $127.1M | 0.04% | |
| 100 | KLACKLA CORP | 141 | $126.3M | 0.04% |
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