West Branch Capital LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$388.1M
Holdings
415
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (415 positions)
| Stock | Value |
|---|---|
CBCHUBB LIMITED | $18K |
BSCUINVESCO EXCH TRD SLF IDX FD | $18K |
RIVNRIVIAN AUTOMOTIVE INC | $17K |
HLNHALEON PLC | $17K |
AEMAGNICO EAGLE MINES LTD | $17K |
SOSOUTHERN CO | $17K |
CSMPROSHARES TR | $16K |
BHKBLACKROCK CORE BD TR | $16K |
OTISOTIS WORLDWIDE CORP | $16K |
RPMRPM INTL INC | $16K |
ADMARCHER DANIELS MIDLAND CO | $16K |
CAHCARDINAL HEALTH INC | $15K |
SGVTSCHWAB STRATEGIC TR | $15K |
TRVTRAVELERS COMPANIES INC | $15K |
ULUNILEVER PLC | $15K |
ECLECOLAB INC | $15K |
SCCOSOUTHERN COPPER CORP | $14K |
IWPISHARES TR | $14K |
FIVEFIVE BELOW INC | $14K |
PSAPUBLIC STORAGE OPER CO | $14K |
MNSTMONSTER BEVERAGE CORP NEW | $14K |
ACNACCENTURE PLC IRELAND | $14K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $13K |
IVLUISHARES TR | $13K |
NVSNNOVARTIS AG | $13K |
MQYBLACKROCK MUNIYILD QULT FD I | $13K |
WSOWATSCO INC | $13K |
NDSNNORDSON CORP | $13K |
EIPXFIRST TR EXCHANGE-TRADED FD | $13K |
ZROZPIMCO ETF TR | $13K |
SKYYFIRST TR EXCHANGE TRADED FD | $13K |
CAGCONAGRA BRANDS INC | $12K |
EWEDWARDS LIFESCIENCES CORP | $12K |
EQREQUITY RESIDENTIAL | $12K |
TYGTORTOISE ENERGY INFRA CORP | $12K |
INTCINTEL CORP | $12K |
SPGSIMON PPTY GROUP INC NEW | $12K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $12K |
HEIHEICO CORP NEW | $12K |
TJXTJX COS INC NEW | $11K |
NFGNATIONAL FUEL GAS CO | $11K |
XLGINVESCO EXCHANGE TRADED FD T | $11K |
SGDMSPROTT ETF TRUST | $11K |
BKRBAKER HUGHES COMPANY | $11K |
BRBROADRIDGE FINL SOLUTIONS IN | $11K |
BSMRINVESCO EXCH TRD SLF IDX FD | $11K |
8CWCROWN CASTLE INC | $11K |
EXPOEXPONENT INC | $11K |
PSXPHILLIPS 66 | $11K |
COFCAPITAL ONE FINL CORP | $11K |
IJKISHARES TR | $11K |
IYWISHARES TR | $11K |
PFXFVANECK ETF TRUST | $11K |
FTNTFORTINET INC | $11K |
TANINVESCO EXCH TRADED FD TR II | $11K |
GVAGRANITE CONSTR INC | $10K |
ENQENTEGRIS INC | $10K |
TTCTORO CO | $10K |
AQLTISHARES TR | $10K |
UBERUBER TECHNOLOGIES INC | $10K |
COPCONOCOPHILLIPS | $10K |
BGBUNGE GLOBAL SA | $9K |
BSCQINVESCO EXCH TRD SLF IDX FD | $9K |
EMOCLEARBRIDGE ENERGY MIDSTRM O | $9K |
7HPHP INC | $9K |
SAMBOSTON BEER INC | $9K |
GGGGRACO INC | $9K |
BDXBECTON DICKINSON & CO | $9K |
KMIKINDER MORGAN INC DEL | $9K |
MDTMEDTRONIC PLC | $9K |
AZNASTRAZENECA PLC | $9K |
DKNGDRAFTKINGS INC NEW | $9K |
AWCAMERICAN WTR WKS CO INC NEW | $9K |
SRESEMPRA | $9K |
YUMYUM BRANDS INC | $8K |
GLREGREENLIGHT CAPITAL RE LTD | $8K |
SUISUN CMNTYS INC | $8K |
FFIVF5 INC | $8K |
PODDINSULET CORP | $8K |
EPDENTERPRISE PRODS PARTNERS L | $8K |
IYCISHARES TR | $7K |
JRSNUVEEN REAL ESTATE INCOME FD | $7K |
PRUPRUDENTIAL FINL INC | $7K |
STAGSTAG INDL INC | $7K |
BTOB2GOLD CORP | $7K |
MAINMAIN STR CAP CORP | $7K |
IGEISHARES TR | $7K |
SCISERVICE CORP INTL | $7K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $7K |
MKTXMARKETAXESS HLDGS INC | $6K |
IDEVOYA INFRASTRUCTURE INDLS & | $6K |
IWMISHARES TR | $6K |
AMXAMERICA MOVIL SAB DE CV | $6K |
PCVXVAXCYTE INC | $6K |
VBVANGUARD INDEX FDS | $6K |
POOLPOOL CORP | $6K |
FNDESCHWAB STRATEGIC TR | $6K |
KRKROGER CO | $6K |
XRMMXRIVERNORTH MANAGED DUR MUN I | $6K |
MMM3M CO | $5K |