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 |
|---|---|---|---|---|---|
| 101 | IVWISHARES TR | 1,084 | $119.3M | 0.04% | |
| 102 | EMREMERSON ELEC CO | 880 | $117.3M | 0.03% | |
| 103 | EIPIFIRST TR EXCHNG TRADED FD VI | 5,911 | $116.6M | 0.03% | |
| 104 | FLDRFIDELITY MERRIMACK STR TR | 2,308 | $115.6M | 0.03% | |
| 105 | SYYSYSCO CORP | 1,496 | $113.3M | 0.03% | |
| 106 | XLKSELECT SECTOR SPDR TR | 443 | $112.2M | 0.03% | |
| 107 | CITHE CIGNA GROUP | 339 | $112.1M | 0.03% | |
| 108 | VGTVANGUARD WORLD FD | 167 | $110.8M | 0.03% | |
| 109 | BMYBRISTOL-MYERS SQUIBB CO | 2,363 | $109.4M | 0.03% | |
| 110 | APDAIR PRODS & CHEMS INC | 382 | $107.7M | 0.03% | |
| 111 | FNCLFIDELITY COVINGTON TRUST | 1,425 | $105.5M | 0.03% | |
| 112 | GDGENERAL DYNAMICS CORP | 352 | $102.7M | 0.03% | |
| 113 | SHELSHELL PLC | 1,439 | $101.3M | 0.03% | |
| 114 | CNRCANADIAN NATL RY CO | 950 | $98.8M | 0.03% | |
| 115 | RCLROYAL CARIBBEAN GROUP | 300 | $93.9M | 0.03% | |
| 116 | HOODROBINHOOD MKTS INC | 1,000 | $93.6M | 0.03% | |
| 117 | PFEPFIZER INC | 3,664 | $88.8M | 0.03% | |
| 118 | VEAVANGUARD TAX-MANAGED FDS | 1,517 | $86.5M | 0.03% | |
| 119 | GQ9SPDR GOLD TR | 282 | $86.0M | 0.03% | |
| 120 | EDCONSOLIDATED EDISON INC | 850 | $85.3M | 0.03% | |
| 121 | BSXBOSTON SCIENTIFIC CORP | 761 | $81.7M | 0.02% | |
| 122 | A4SAMERIPRISE FINL INC | 153 | $81.7M | 0.02% | |
| 123 | XLYSELECT SECTOR SPDR TR | 374 | $81.3M | 0.02% | |
| 124 | PNCPNC FINL SVCS GROUP INC | 425 | $79.2M | 0.02% | |
| 125 | PAYXPAYCHEX INC | 541 | $78.7M | 0.02% | |
| 126 | RSGREPUBLIC SVCS INC | 300 | $74.0M | 0.02% | |
| 127 | MDLZMONDELEZ INTL INC | 1,081 | $72.9M | 0.02% | |
| 128 | ALSALLSTATE CORP | 346 | $69.7M | 0.02% | |
| 129 | STTSTATE STR CORP | 640 | $68.1M | 0.02% | |
| 130 | NEENEXTERA ENERGY INC | 974 | $67.6M | 0.02% | |
| 131 | HONHONEYWELL INTL INC | 272 | $63.3M | 0.02% | |
| 132 | BACVERIZON COMMUNICATIONS INC | 1,459 | $63.1M | 0.02% | |
| 133 | OLLIOLLIES BARGAIN OUTLET HLDGS | 455 | $60.0M | 0.02% | |
| 134 | SCHFSCHWAB STRATEGIC TR | 2,706 | $59.8M | 0.02% | |
| 135 | KELKELLANOVA | 750 | $59.6M | 0.02% | |
| 136 | IJRISHARES TR | 540 | $59.0M | 0.02% | |
| 137 | XLCSELECT SECTOR SPDR TR | 499 | $54.2M | 0.02% | |
| 138 | MOALTRIA GROUP INC | 906 | $53.1M | 0.02% | |
| 139 | MCXMCCORMICK & CO INC | 700 | $53.1M | 0.02% | |
| 140 | GSGOLDMAN SACHS GROUP INC | 74 | $52.4M | 0.02% | |
| 141 | FDNFIRST TR EXCHANGE-TRADED FD | 194 | $52.3M | 0.02% | |
| 142 | GEVGE VERNOVA INC | 98 | $51.9M | 0.02% | |
| 143 | PLOWDOUGLAS DYNAMICS INC | 1,715 | $50.5M | 0.01% | |
| 144 | VONEVANGUARD SCOTTSDALE FDS | 179 | $50.3M | 0.01% | |
| 145 | SPGIS&P GLOBAL INC | 95 | $50.1M | 0.01% | |
| 146 | CLCOLGATE PALMOLIVE CO | 550 | $50.0M | 0.01% | |
| 147 | TRVTRAVELERS COMPANIES INC | 179 | $47.9M | 0.01% | |
| 148 | EIS*ISHARES INC | 500 | $47.4M | 0.01% | |
| 149 | TXNTEXAS INSTRS INC | 228 | $47.3M | 0.01% | |
| 150 | AFLAFLAC INC | 423 | $44.6M | 0.01% | |
| 151 | BPBP PLC | 1,476 | $44.2M | 0.01% | |
| 152 | CVSCVS HEALTH CORP | 640 | $44.1M | 0.01% | |
| 153 | SOSOUTHERN CO | 473 | $43.4M | 0.01% | |
| 154 | CARRCARRIER GLOBAL CORPORATION | 590 | $43.2M | 0.01% | |
| 155 | STXSEAGATE TECHNOLOGY HLDNGS PL | 292 | $42.1M | 0.01% | |
| 156 | TRVCCITIGROUP INC | 492 | $41.9M | 0.01% | |
| 157 | SKYYFIRST TR EXCHANGE TRADED FD | 335 | $40.8M | 0.01% | |
| 158 | BSCRINVESCO EXCH TRD SLF IDX FD | 2,001 | $39.3M | 0.01% | |
| 159 | ASAMER SPORTS INC | 1,007 | $39.0M | 0.01% | |
| 160 | VSTVISTRA CORP | 200 | $38.8M | 0.01% | |
| 161 | IJKISHARES TR | 413 | $37.6M | 0.01% | |
| 162 | VXFVANGUARD INDEX FDS | 193 | $37.2M | 0.01% | |
| 163 | ADMARCHER DANIELS MIDLAND CO | 695 | $36.7M | 0.01% | |
| 164 | IWPISHARES TR | 261 | $36.1M | 0.01% | |
| 165 | PINSPINTEREST INC | 1,000 | $35.9M | 0.01% | |
| 166 | G2CEVERI HLDGS INC | 2,500 | $35.6M | 0.01% | |
| 167 | PSXPHILLIPS 66 | 275 | $32.8M | 0.01% | |
| 168 | CNCCENTENE CORP DEL | 604 | $32.8M | 0.01% | |
| 169 | AMTAMERICAN TOWER CORP NEW | 145 | $32.0M | 0.01% | |
| 170 | VOEVANGUARD INDEX FDS | 194 | $31.9M | 0.01% | |
| 171 | AMDADVANCED MICRO DEVICES INC | 221 | $31.4M | 0.01% | |
| 172 | ADIANALOG DEVICES INC | 131 | $31.2M | 0.01% | |
| 173 | EMBISHARES TR | 335 | $31.0M | 0.01% | |
| 174 | ESEVERSOURCE ENERGY | 478 | $30.4M | 0.01% | |
| 175 | AWMSKYWORKS SOLUTIONS INC | 406 | $30.2M | 0.01% | |
| 176 | UTGREAVES UTIL INCOME FD | 830 | $30.0M | 0.01% | |
| 177 | VBVANGUARD INDEX FDS | 126 | $29.9M | 0.01% | |
| 178 | DRIDARDEN RESTAURANTS INC | 136 | $29.6M | 0.01% | |
| 179 | CEGCONSTELLATION ENERGY CORP | 91 | $29.4M | 0.01% | |
| 180 | KMBKIMBERLY-CLARK CORP | 223 | $28.8M | 0.01% | |
| 181 | MDYSPDR S&P MIDCAP 400 ETF TR | 50 | $28.3M | 0.01% | |
| 182 | IRMIRON MTN INC DEL | 275 | $28.2M | 0.01% | |
| 183 | PHPARKER-HANNIFIN CORP | 40 | $27.9M | 0.01% | |
| 184 | INTCINTEL CORP | 1,245 | $27.9M | 0.01% | |
| 185 | LOWLOWES COS INC | 124 | $27.5M | 0.01% | |
| 186 | WMWASTE MGMT INC DEL | 120 | $27.5M | 0.01% | |
| 187 | SHYISHARES TR | 328 | $27.2M | 0.01% | |
| 188 | IEMGISHARES INC | 448 | $26.9M | 0.01% | |
| 189 | UTWORBB FD INC | 552 | $26.8M | 0.01% | |
| 190 | EIPXFIRST TR EXCHANGE-TRADED FD | 1,040 | $26.7M | 0.01% | |
| 191 | ITGARTNER INC | 65 | $26.3M | 0.01% | |
| 192 | CAHCARDINAL HEALTH INC | 150 | $25.2M | 0.01% | |
| 193 | IWOISHARES TR | 88 | $25.1M | 0.01% | |
| 194 | ROKROCKWELL AUTOMATION INC | 75 | $24.9M | 0.01% | |
| 195 | VLOVALERO ENERGY CORP | 182 | $24.5M | 0.01% | |
| 196 | NINISOURCE INC | 603 | $24.3M | 0.01% | |
| 197 | IJHISHARES TR | 390 | $24.2M | 0.01% | |
| 198 | IWMISHARES TR | 109 | $23.5M | 0.01% | |
| 199 | IBKRINTERACTIVE BROKERS GROUP IN | 420 | $23.3M | 0.01% | |
| 200 | RBCRBC BEARINGS INC | 60 | $23.1M | 0.01% |