West Branch Capital LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$388.1B
Holdings
415
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FLDRFIDELITY MERRIMACK STR TR | 2,355 | $118.0M | 0.03% | |
| 102 | ADBEADOBE INC | 337 | $117.0M | 0.03% | |
| 103 | EIPIFIRST TR EXCHNG TRADED FD VI | 5,911 | $117.0M | 0.03% | |
| 104 | EMREMERSON ELEC CO | 880 | $116.0M | 0.03% | |
| 105 | XLKSELECT SECTOR SPDR TR | 792 | $114.0M | 0.03% | |
| 106 | AJGGALLAGHER ARTHUR J & CO | 429 | $111.0M | 0.03% | |
| 107 | FNCLFIDELITY COVINGTON TRUST | 1,425 | $110.0M | 0.03% | |
| 108 | PFEPFIZER INC | 4,359 | $108.0M | 0.03% | |
| 109 | PNCPNC FINL SVCS GROUP INC | 510 | $106.0M | 0.03% | |
| 110 | TAT&T INC | 4,235 | $105.0M | 0.03% | |
| 111 | SHELSHELL PLC | 1,439 | $105.0M | 0.03% | |
| 112 | GEVGE VERNOVA INC | 148 | $96.0M | 0.02% | |
| 113 | DGROISHARES TR | 1,369 | $95.0M | 0.02% | |
| 114 | VEAVANGUARD TAX-MANAGED FDS | 1,517 | $94.0M | 0.02% | |
| 115 | APDAIR PRODS & CHEMS INC | 382 | $94.0M | 0.02% | |
| 116 | GLWCORNING INC | 1,070 | $93.0M | 0.02% | |
| 117 | CNRCANADIAN NATL RY CO | 950 | $93.0M | 0.02% | |
| 118 | CITHE CIGNA GROUP | 339 | $93.0M | 0.02% | |
| 119 | BACVERIZON COMMUNICATIONS INC | 2,186 | $89.0M | 0.02% | |
| 120 | XLYSELECT SECTOR SPDR TR | 748 | $89.0M | 0.02% | |
| 121 | RCLROYAL CARIBBEAN GROUP | 300 | $83.0M | 0.02% | |
| 122 | NOWSERVICENOW INC | 535 | $81.0M | 0.02% | |
| 123 | CEGCONSTELLATION ENERGY CORP | 229 | $80.0M | 0.02% | |
| 124 | ASMLASML HOLDING N V | 74 | $79.0M | 0.02% | |
| 125 | EDCONSOLIDATED EDISON INC | 750 | $74.0M | 0.02% | |
| 126 | ALSALLSTATE CORP | 346 | $72.0M | 0.02% | |
| 127 | STXSEAGATE TECHNOLOGY HLDNGS PL | 257 | $70.0M | 0.02% | |
| 128 | DALDELTA AIR LINES INC DEL | 1,000 | $69.0M | 0.02% | |
| 129 | NEENEXTERA ENERGY INC | 850 | $68.0M | 0.02% | |
| 130 | SCHFSCHWAB STRATEGIC TR | 2,706 | $65.0M | 0.02% | |
| 131 | RSGREPUBLIC SVCS INC | 300 | $63.0M | 0.02% | |
| 132 | XLCSELECT SECTOR SPDR TR | 499 | $58.0M | 0.01% | |
| 133 | MDLZMONDELEZ INTL INC | 1,081 | $58.0M | 0.01% | |
| 134 | VONEVANGUARD SCOTTSDALE FDS | 179 | $55.0M | 0.01% | |
| 135 | EIS*ISHARES INC | 500 | $55.0M | 0.01% | |
| 136 | BPBP PLC | 1,601 | $55.0M | 0.01% | |
| 137 | SYYSYSCO CORP | 743 | $54.0M | 0.01% | |
| 138 | FDNFIRST TR EXCHANGE-TRADED FD | 194 | $52.0M | 0.01% | |
| 139 | MOALTRIA GROUP INC | 906 | $52.0M | 0.01% | |
| 140 | A4SAMERIPRISE FINL INC | 105 | $51.0M | 0.01% | |
| 141 | CINFCINCINNATI FINL CORP | 296 | $48.0M | 0.01% | |
| 142 | MCXMCCORMICK & CO INC | 700 | $47.0M | 0.01% | |
| 143 | LRCXLAM RESEARCH CORP | 272 | $46.0M | 0.01% | |
| 144 | CVSCVS HEALTH CORP | 590 | $46.0M | 0.01% | |
| 145 | HONHONEYWELL INTL INC | 235 | $45.0M | 0.01% | |
| 146 | IJRISHARES TR | 375 | $45.0M | 0.01% | |
| 147 | VXFVANGUARD INDEX FDS | 193 | $40.0M | 0.01% | |
| 148 | SPGIS&P GLOBAL INC | 75 | $39.0M | 0.01% | |
| 149 | BSCRINVESCO EXCH TRD SLF IDX FD | 2,009 | $39.0M | 0.01% | |
| 150 | AFLAFLAC INC | 353 | $38.0M | 0.01% | |
| 151 | TXNTEXAS INSTRS INC | 224 | $38.0M | 0.01% | |
| 152 | IXNISHARES TR | 353 | $37.0M | 0.01% | |
| 153 | PHPARKER-HANNIFIN CORP | 40 | $35.0M | 0.01% | |
| 154 | VOEVANGUARD INDEX FDS | 194 | $34.0M | 0.01% | |
| 155 | ESEVERSOURCE ENERGY | 478 | $32.0M | 0.01% | |
| 156 | EMBISHARES TR | 335 | $32.0M | 0.01% | |
| 157 | VSTVISTRA CORP | 200 | $32.0M | 0.01% | |
| 158 | OLLIOLLIES BARGAIN OUTLET HLDGS | 283 | $31.0M | 0.01% | |
| 159 | PAYXPAYCHEX INC | 280 | $31.0M | 0.01% | |
| 160 | CARRCARRIER GLOBAL CORPORATION | 590 | $31.0M | 0.01% | |
| 161 | IEMGISHARES INC | 448 | $30.0M | 0.01% | |
| 162 | MDYSPDR S&P MIDCAP 400 ETF TR | 50 | $30.0M | 0.01% | |
| 163 | UTGREAVES UTIL INCOME FD | 843 | $30.0M | 0.01% | |
| 164 | AALAMERICAN AIRLS GROUP INC | 2,000 | $30.0M | 0.01% | |
| 165 | LOWLOWES COS INC | 124 | $29.0M | 0.01% | |
| 166 | VLOVALERO ENERGY CORP | 182 | $29.0M | 0.01% | |
| 167 | ROKROCKWELL AUTOMATION INC | 75 | $29.0M | 0.01% | |
| 168 | UTWORBB FD INC | 563 | $27.0M | 0.01% | |
| 169 | SHYISHARES TR | 335 | $27.0M | 0.01% | |
| 170 | IBKRINTERACTIVE BROKERS GROUP IN | 420 | $27.0M | 0.01% | |
| 171 | WMWASTE MGMT INC DEL | 120 | $26.0M | 0.01% | |
| 172 | ADIANALOG DEVICES INC | 99 | $26.0M | 0.01% | |
| 173 | PLOWDOUGLAS DYNAMICS INC | 800 | $26.0M | 0.01% | |
| 174 | RBCRBC BEARINGS INC | 60 | $26.0M | 0.01% | |
| 175 | NINISOURCE INC | 606 | $25.0M | 0.01% | |
| 176 | AMTAMERICAN TOWER CORP NEW | 145 | $25.0M | 0.01% | |
| 177 | AWMSKYWORKS SOLUTIONS INC | 400 | $25.0M | 0.01% | |
| 178 | DRIDARDEN RESTAURANTS INC | 136 | $25.0M | 0.01% | |
| 179 | CNCCENTENE CORP DEL | 604 | $24.0M | 0.01% | |
| 180 | MMTMFS MULTIMARKET INCOME TR | 5,000 | $23.0M | 0.01% | |
| 181 | IBITISHARES BITCOIN TRUST ETF | 479 | $23.0M | 0.01% | |
| 182 | ORLYOREILLY AUTOMOTIVE INC | 250 | $22.0M | 0.01% | |
| 183 | PFOFLAHERTY & CRUMRINE PFD INCO | 2,335 | $22.0M | 0.01% | |
| 184 | VOOGVANGUARD ADMIRAL FDS INC | 50 | $22.0M | 0.01% | |
| 185 | IRMIRON MTN INC DEL | 275 | $22.0M | 0.01% | |
| 186 | IEFISHARES TR | 232 | $22.0M | 0.01% | |
| 187 | WSTWEST PHARMACEUTICAL SVSC INC | 80 | $22.0M | 0.01% | |
| 188 | ITGARTNER INC | 85 | $21.0M | 0.01% | |
| 189 | UPSUNITED PARCEL SERVICE INC | 220 | $21.0M | 0.01% | |
| 190 | BSCSINVESCO EXCH TRD SLF IDX FD | 1,061 | $21.0M | 0.01% | |
| 191 | XEVVXEATON VANCE LIMITED DURATION | 2,097 | $20.0M | 0.01% | |
| 192 | IBBISHARES TR | 114 | $19.0M | 0.00% | |
| 193 | NLYANNALY CAPITAL MANAGEMENT IN | 871 | $19.0M | 0.00% | |
| 194 | IWOISHARES TR | 60 | $19.0M | 0.00% | |
| 195 | HSYHERSHEY CO | 108 | $19.0M | 0.00% | |
| 196 | NUENUCOR CORP | 118 | $19.0M | 0.00% | |
| 197 | IJHISHARES TR | 300 | $19.0M | 0.00% | |
| 198 | RBARB GLOBAL INC | 175 | $18.0M | 0.00% | |
| 199 | TLTISHARES TR | 209 | $18.0M | 0.00% | |
| 200 | KMBKIMBERLY-CLARK CORP | 184 | $18.0M | 0.00% |