StockDriftsStockDriftsTop 50 West Branch Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 10.98% | 145.7K | $48.5M | -1.88%(-2.80K) | $64.35(+428.55%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 10.49% | 202.8K | $46.3M | -1.11%(-2.27K) | $7.48(+2797.58%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.91% | 88.8K | $30.5M | -0.66%(-586) | $77.49(+339.29%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.38% | 55.0K | $28.2M | -0.10%(-56) | $186.56(+185.43%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.4% | 95.7K | $23.8M | +0.51%(+485) | $104.37(+151.80%) | 2026-09-30 | |
| MOG.B | MOOG INC | 5.28% | 60.1K | $23.3M | +0.00%(+0) | $86.94(+310.32%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.18% | 30.0K | $22.9M | -0.95%(-287) | $362.99(+111.94%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.55% | 34.1K | $11.3M | +0.43%(+146) | $124.69(+168.83%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.55% | 32.0K | $11.3M | +0.37%(+119) | $99.20(+237.80%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.29% | 8.7K | $10.1M | +0.52%(+45) | $585.76(+119.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.94% | +109.42% | +17.86% | +127.45% |
| Top 20 Holdings Unweighted | +24.19% | +91.54% | +14.76% | +99.02% |
West Branch Capital LLC reports $441.74M in US-listed equity holdings across 388 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.0%), NVDA (10.5%) and GOOGL (6.9%). The top 20 holdings account for 76.42% of reported assets. Its disclosed equity book has returned +109.42% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Branch Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738723). View West Branch Capital LLC’s 13F filings on SEC