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West Branch Capital Llc

Portfolio Manager
West Branch Capital LLC
Performance
-7.15% (2026 Q1)
AUM (13F)
$373.48M
# of Holdings
378
Performance Rank
Allocation (Top 20)
74.67%

West Branch Capital Llc Holdings Map

Top 50 West Branch Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
10.29%151.5K$38.4M
+0.34%(+514)
2025-Q1: 154.9K shares2025-Q2: 152.6K shares2025-Q3: 152.2K shares2025-Q4: 150.9K shares2026-Q1: 151.5K shares
$64.35(+364.46%)
2026-03-31
NVDA
NVIDIA CORPORATION
9.64%206.4K$36.0M
-3.28%(-6.99K)
2025-Q1: 221.6K shares2025-Q2: 216.4K shares2025-Q3: 215.9K shares2025-Q4: 213.4K shares2026-Q1: 206.4K shares
$7.48(+2918.13%)
2026-03-31
GOOGL
ALPHABET INC
7%90.9K$26.2M
-0.94%(-860)
2025-Q1: 89.7K shares2025-Q2: 88.2K shares2025-Q3: 89.8K shares2025-Q4: 91.8K shares2026-Q1: 90.9K shares
$77.49(+419.60%)
2026-03-31
MSFT
MICROSOFT CORP
5.44%54.9K$20.3M
-1.97%(-1.10K)
2025-Q1: 55.7K shares2025-Q2: 55.4K shares2025-Q3: 55.7K shares2025-Q4: 56.0K shares2026-Q1: 54.9K shares
$186.14(+117.69%)
2026-03-31
AMZN
AMAZON COM INC
5.29%94.9K$19.8M
+2.07%(+1.93K)
2025-Q1: 87.2K shares2025-Q2: 89.9K shares2025-Q3: 93.8K shares2025-Q4: 92.9K shares2026-Q1: 94.9K shares
$103.23(+161.68%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
5.25%30.2K$19.6M
+0.30%(+91)
2025-Q1: 28.1K shares2025-Q2: 29.1K shares2025-Q3: 30.2K shares2025-Q4: 30.1K shares2026-Q1: 30.2K shares
$361.36(+105.42%)
2026-03-31
MOG.B
MOOG INC
4.75%60.1K$17.7M
+0.00%(+0)
2025-Q1: 60.1K shares2025-Q2: 60.1K shares2025-Q3: 60.1K shares2025-Q4: 60.1K shares2026-Q1: 60.1K shares
$86.94(+259.17%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.68%34.0K$10.0M
+0.00%(+0)
2025-Q1: 34.1K shares2025-Q2: 33.9K shares2025-Q3: 33.9K shares2025-Q4: 34.0K shares2026-Q1: 34.0K shares
$123.81(+142.51%)
2026-03-31
AVGO
BROADCOM INC
2.66%32.1K$9.9M
+0.71%(+226)
2025-Q1: 30.7K shares2025-Q2: 31.5K shares2025-Q3: 31.7K shares2025-Q4: 31.9K shares2026-Q1: 32.1K shares
$98.22(+324.36%)
2026-03-31
PG
PROCTER & GAMBLE CO
2.66%68.8K$9.9M
+6.21%(+4.02K)
2025-Q1: 62.5K shares2025-Q2: 63.3K shares2025-Q3: 64.2K shares2025-Q4: 64.8K shares2026-Q1: 68.8K shares
$131.17(+8.44%)
2026-03-31

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