Top 50 West Branch Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.29% | 151.5K | $38.4M | +0.34%(+514) | $64.35(+364.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.64% | 206.4K | $36.0M | -3.28%(-6.99K) | $7.48(+2918.13%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7% | 90.9K | $26.2M | -0.94%(-860) | $77.49(+419.60%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.44% | 54.9K | $20.3M | -1.97%(-1.10K) | $186.14(+117.69%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.29% | 94.9K | $19.8M | +2.07%(+1.93K) | $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) | $361.36(+105.42%) | 2026-03-31 | |
| MOG.B | MOOG INC | 4.75% | 60.1K | $17.7M | +0.00%(+0) | $86.94(+259.17%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.68% | 34.0K | $10.0M | +0.00%(+0) | $123.81(+142.51%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.66% | 32.1K | $9.9M | +0.71%(+226) | $98.22(+324.36%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 2.66% | 68.8K | $9.9M | +6.21%(+4.02K) | $131.17(+8.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.21% | +96.28% |
| Top 20 Holdings Unweighted | +21.88% | +81.05% |
Sign up free to track West Branch Capital Llc, compare funds side by side, and get alerts the moment positions change.