West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $381.10 million in total holdings as of September 30, 2025.
West Branch Capital LLC owns shares of 452 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 2.71% of the portfolio was purchased this quarter.
About 0.79% of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 472 new stocks and bought additional shares in 98 stocks.
West Branch Capital LLC sold shares of 48 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

NVIDIA: $40,284,765
Apple: $38,761,179
Microsoft: $28,826,076
Alphabet: $21,830,210
Amazon.com: $20,597,725

Largest New Holdings this Quarter

N07059210 - ASML: $71,639 Holding
35671D857 - Freeport-McMoRan: $39,220 Holding
464287291 - iShares Global Tech ETF: $36,434 Holding
631103108 - Nasdaq: $28,570 Holding
808513105 - Charles Schwab: $27,400 Holding

Largest Purchases this Quarter

Amazon.com: 3,887 shares (about $853.47K)
SPDR S&P 500 ETF Trust: 1,099 shares (about $732.14K)
The Goldman Sachs Group: 881 shares (about $701.60K)
PALANTIR TECHNOLOGIES INC: 2,246 shares (about $409.72K)
Tesla: 868 shares (about $386.01K)

Largest Sales this Quarter

PepsiCo: 2,181 shares (about $306.31K)
Merck & Co., Inc.: 3,198 shares (about $268.40K)
Accenture: 998 shares (about $246.07K)
Thermo Fisher Scientific: 395 shares (about $191.59K)
Union Pacific: 703 shares (about $166.09K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$40,284,765	$83,961 ▼	-0.2%	215,911	10.6%	Computer and Technology
AAPL Apple	$38,761,179	$99,306 ▼	-0.3%	152,225	10.2%	Computer and Technology
MSFT Microsoft	$28,826,076	$135,185 ▲	0.5%	55,654	7.6%	Computer and Technology
GOOGL Alphabet	$21,830,210	$382,154 ▲	1.8%	89,799	5.7%	Computer and Technology
AMZN Amazon.com	$20,597,725	$853,472 ▲	4.3%	93,809	5.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$20,122,951	$732,143 ▲	3.8%	30,206	5.3%	Finance
MOG.B Moog	$12,393,704		0.0%	60,114	3.3%	Aerospace
ORCL Oracle	$11,465,191	$96,183 ▲	0.8%	40,767	3.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,687,851	$9,778 ▼	-0.1%	33,883	2.8%	Finance
AVGO Broadcom	$10,462,202	$55,095 ▲	0.5%	31,712	2.7%	Computer and Technology
PG Procter & Gamble	$9,861,265	$131,985 ▲	1.4%	64,180	2.6%	Consumer Staples
META Meta Platforms	$8,293,515	$351,775 ▲	4.4%	11,293	2.2%	Computer and Technology
WMT Walmart	$7,784,123	$136,142 ▲	1.8%	75,530	2.0%	Retail/Wholesale
V Visa	$7,356,912	$137,914 ▲	1.9%	21,551	1.9%	Business Services
ABBV AbbVie	$6,939,489	$74,324 ▲	1.1%	29,971	1.8%	Medical
LLY Eli Lilly and Company	$6,407,654	$125,895 ▲	2.0%	8,398	1.7%	Medical
JNJ Johnson & Johnson	$6,127,874	$96,232 ▲	1.6%	33,049	1.6%	Medical
BRK.B Berkshire Hathaway	$6,102,736	$220,702 ▲	3.8%	12,139	1.6%	Finance
IVV iShares Core S&P 500 ETF	$6,101,492	$36,812 ▲	0.6%	9,116	1.6%	ETF
HD Home Depot	$5,748,339	$168,151 ▲	3.0%	14,187	1.5%	Retail/Wholesale
TSLA Tesla	$4,857,086	$386,005 ▲	8.6%	10,922	1.3%	Auto/Tires/Trucks
UNH UnitedHealth Group	$4,640,894	$105,663 ▲	2.3%	13,440	1.2%	Medical
MA Mastercard	$4,601,463	$126,839 ▲	2.8%	8,090	1.2%	Business Services
XOM Exxon Mobil	$4,254,345	$120,641 ▲	2.9%	37,733	1.1%	Energy
CSCO Cisco Systems	$3,602,615	$129,452 ▲	3.7%	52,654	0.9%	Computer and Technology
NFLX Netflix	$3,530,965	$280,559 ▲	8.6%	2,945	0.9%	Consumer Discretionary
COST Costco Wholesale	$3,525,725	$206,416 ▲	6.2%	3,809	0.9%	Retail/Wholesale
BAC Bank of America	$3,354,147	$119,380 ▲	3.7%	65,015	0.9%	Finance
MCD McDonald's	$3,324,246	$57,131 ▼	-1.7%	10,939	0.9%	Retail/Wholesale
KO CocaCola	$2,973,269	$126,141 ▲	4.4%	44,832	0.8%	Consumer Staples
ABT Abbott Laboratories	$2,709,226	$144,656 ▲	5.6%	20,227	0.7%	Medical
CVX Chevron	$2,356,766	$152,490 ▲	6.9%	15,177	0.6%	Energy
WFC Wells Fargo & Company	$2,261,866	$174,847 ▲	8.4%	26,985	0.6%	Finance
TMUS T-Mobile US	$2,145,382	$191,509 ▲	9.8%	8,962	0.6%	Computer and Technology
BKNG Booking	$1,947,998	$37,773 ▼	-1.9%	361	0.5%	Retail/Wholesale
IBM International Business Machines	$1,841,030	$313,751 ▲	20.5%	6,525	0.5%	Computer and Technology
CRM Salesforce	$1,785,749	$190,306 ▲	11.9%	7,535	0.5%	Computer and Technology
LINDE PLC	$1,781,207	$154,371 ▲	9.5%	3,750	0.5%	SHS
MRK Merck & Co., Inc.	$1,770,715	$268,402 ▼	-13.2%	21,098	0.5%	Medical
GOOG Alphabet	$1,737,246	$244 ▲	0.0%	7,133	0.5%	Computer and Technology
PEP PepsiCo	$1,606,393	$306,307 ▼	-16.0%	11,438	0.4%	Consumer Staples
MOG.A Moog	$1,574,554	$2,077 ▼	-0.1%	7,582	0.4%	Aerospace
GE GE Aerospace	$1,562,037	$144,082 ▲	10.2%	5,193	0.4%	Aerospace
BLACKROCK INC	$1,328,556	$23,308 ▼	-1.7%	1,140	0.3%	COM
VBR Vanguard Small-Cap Value ETF	$1,181,351	$33,604 ▼	-2.8%	5,660	0.3%	ETF
PM Philip Morris International	$1,130,252	$312,733 ▲	38.3%	6,968	0.3%	Consumer Staples
TMO Thermo Fisher Scientific	$1,117,539	$191,592 ▼	-14.6%	2,304	0.3%	Medical
ADP Automatic Data Processing	$1,027,284	$19,078 ▲	1.9%	3,500	0.3%	Computer and Technology
BA Boeing	$863,320		0.0%	4,000	0.2%	Aerospace
PALANTIR TECHNOLOGIES INC	$850,443	$409,716 ▲	93.0%	4,662	0.2%	CL A
ACN Accenture	$781,856	$246,071 ▼	-23.9%	3,171	0.2%	Computer and Technology
GS The Goldman Sachs Group	$760,527	$701,596 ▲	1,190.5%	955	0.2%	Finance
MTB M&T Bank	$634,163	$23,714 ▼	-3.6%	3,209	0.2%	Finance
AXP American Express	$629,790	$202,290 ▲	47.3%	1,896	0.2%	Finance
MS Morgan Stanley	$594,545	$312,534 ▲	110.8%	3,740	0.2%	Finance
LMT Lockheed Martin	$526,168	$12,979 ▼	-2.4%	1,054	0.1%	Aerospace
GLTR abrdn Physical Precious Metals Basket Shares ETF	$490,560		0.0%	2,965	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$489,725	$33,794 ▲	7.4%	3,362	0.1%	ETF
IAU iShares Gold Trust	$482,466		0.0%	6,630	0.1%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$474,096	$255 ▲	0.1%	14,857	0.1%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$428,091	$229,810 ▲	115.9%	6,585	0.1%	Manufacturing
VYM Vanguard High Dividend Yield ETF	$412,525	$31,006 ▼	-7.0%	2,927	0.1%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$407,117	$494 ▲	0.1%	2,474	0.1%	Manufacturing
SGOL abrdn Physical Gold Shares ETF	$399,720		0.0%	10,859	0.1%	ETF
AMD Advanced Micro Devices	$393,312	$357,556 ▲	1,000.0%	2,431	0.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$358,967		0.0%	1,664	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$349,744	$328 ▼	-0.1%	1,066	0.1%	ETF
AMGN Amgen	$341,180	$3,386 ▼	-1.0%	1,209	0.1%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$338,645	$13,534 ▲	4.2%	3,378	0.1%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$337,913	$9,743 ▲	3.0%	4,162	0.1%	ETF
VOO Vanguard S&P 500 ETF	$332,132		0.0%	542	0.1%	ETF
ISRG Intuitive Surgical	$329,162	$22,809 ▲	7.4%	736	0.1%	Medical
ADBE Adobe	$293,488	$141,100 ▲	92.6%	832	0.1%	Computer and Technology
T AT&T	$286,879	$22,337 ▼	-7.2%	10,159	0.1%	Computer and Technology
IVE iShares S&P 500 Value ETF	$279,822		0.0%	1,355	0.1%	ETF
ETN Eaton	$279,191		0.0%	746	0.1%	Industrials
CSX CSX	$267,398	$994 ▲	0.4%	7,530	0.1%	Transportation
NOW ServiceNow	$265,961	$11,043 ▼	-4.0%	289	0.1%	Computer and Technology
ATRO Astronics	$259,977		0.0%	5,700	0.1%	Aerospace
IWF iShares Russell 1000 Growth ETF	$252,005		0.0%	538	0.1%	ETF
GILD Gilead Sciences	$241,586	$333 ▲	0.1%	2,176	0.1%	Medical
UNP Union Pacific	$240,272	$166,088 ▼	-40.9%	1,017	0.1%	Transportation
MCHP Microchip Technology	$239,523	$19,586 ▲	8.9%	3,730	0.1%	Computer and Technology
SPGP Invesco S&P 500 GARP ETF	$233,490	$45,903 ▼	-16.4%	2,055	0.1%	ETF
QCOM QUALCOMM	$232,904		0.0%	1,400	0.1%	Computer and Technology
RTX RTX	$220,458		0.0%	1,318	0.1%	Aerospace
GLD SPDR Gold Shares	$217,548	$117,305 ▲	117.0%	612	0.1%	Finance
DUK Duke Energy	$213,345	$14,108 ▼	-6.2%	1,724	0.1%	Utilities
UNM Unum Group	$210,707		0.0%	2,709	0.1%	Finance
OEF iShares S&P 100 ETF	$203,950	$333 ▼	-0.2%	613	0.1%	ETF
CAT Caterpillar	$200,881		0.0%	421	0.1%	Industrials
GM General Motors	$197,101	$183 ▲	0.1%	3,233	0.1%	Auto/Tires/Trucks
DGRO iShares Core Dividend Growth ETF	$185,239	$1,021 ▲	0.6%	2,721	0.0%	ETF
IWD iShares Russell 1000 Value ETF	$183,231		0.0%	900	0.0%	ETF
NSC Norfolk Southern	$171,458		0.0%	571	0.0%	Transportation
GLW Corning	$169,569	$37,983 ▼	-18.3%	2,067	0.0%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$155,800	$49,249 ▼	-24.0%	503	0.0%	Finance
QQQ Invesco QQQ	$154,296		0.0%	257	0.0%	Finance
KLAC KLA	$152,083		0.0%	141	0.0%	Computer and Technology
PLD Prologis	$137,195	$1,260 ▼	-0.9%	1,198	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Branch Capital LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools