Institutional Manager · CIK 0001738723
West Branch Capital LLC
AMHERST, MA · File #028-18735
Latest AUM
$388.1M
Positions
415
Top-10 Concentration
61.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025415 pos · $388.1M
- 13F HOLDINGS REPORTQ/E Sep 2025452 pos · $381.1M
- 13F HOLDINGS REPORTQ/E Jun 2025472 pos · $338.1M
- 13F HOLDINGS REPORTQ/E Mar 2025530 pos · $299.7M
- 13F HOLDINGS REPORTQ/E Dec 2024546 pos · $313.5M
- 13F HOLDINGS REPORTQ/E Sep 2024627 pos · $289.2M
- 13F HOLDINGS REPORTQ/E Jun 2024429 pos · $269.2M
- 13F HOLDINGS REPORTQ/E Mar 2024423 pos · $247.9M
- 13F HOLDINGS REPORTQ/E Dec 2023442 pos · $190.6M
- 13F HOLDINGS REPORTQ/E Sep 2023449 pos · $200.4M
- 13F HOLDINGS REPORTQ/E Jun 2023457 pos · $179.5M
- 13F HOLDINGS REPORTQ/E Mar 2023452 pos · $161.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 150,941 | $41.0M | 11.19% |
| 2 | NVIDIA CORPORATION | NVDA | 213,356 | $39.8M | 10.85% |
| 3 | ALPHABET INC | GOOG | 91,809 | $28.7M | 7.83% |
| 4 | MICROSOFT CORP | MSFT | 56,005 | $27.1M | 7.38% |
| 5 | AMAZON COM INC | AMZN | 92,934 | $21.5M | 5.85% |
| 6 | SPDR S&P 500 ETF TR | SPY | 30,078 | $20.5M | 5.59% |
| 7 | MOOG INC | MOG-B | 60,114 | $14.9M | 4.07% |
| 8 | BROADCOM INC | AVGO | 31,875 | $11.0M | 3.01% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 34,037 | $11.0M | 2.99% |
| 10 | PROCTER AND GAMBLE CO | 742718109 | 64,752 | $9.3M | 2.53% |
| 11 | ELI LILLY & CO | LLY | 8,492 | $9.1M | 2.49% |
| 12 | WALMART INC | WMT | 76,104 | $8.5M | 2.31% |
| 13 | ORACLE CORP | ORCL-PD | 41,913 | $8.2M | 2.23% |
| 14 | META PLATFORMS INC | META | 11,724 | $7.7M | 2.11% |
| 15 | VISA INC | V | 21,879 | $7.7M | 2.09% |
| 16 | JOHNSON & JOHNSON | JNJ | 33,481 | $6.9M | 1.89% |
| 17 | ABBVIE INC | ABBV | 30,093 | $6.9M | 1.87% |
| 18 | ISHARES TR | 464287200 | 9,134 | $6.3M | 1.71% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,171 | $6.1M | 1.67% |
| 20 | TESLA INC | TSLA | 11,476 | $5.2M | 1.41% |