West Branch Capital LLC Top Holdings and 13F Report (2026) About West Branch Capital LLCInvestment ActivityWest Branch Capital LLC has $430.26 million in total holdings as of June 30, 2026.West Branch Capital LLC owns shares of 355 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.43% of the portfolio was purchased this quarter.About 2.54% of the portfolio was sold this quarter.This quarter, West Branch Capital LLC has purchased 378 new stocks and bought additional shares in 83 stocks.West Branch Capital LLC sold shares of 67 stocks and completely divested from 42 stocks this quarter.Largest Holdings Apple $42,969,302NVIDIA $41,038,673Alphabet $31,933,021Moog $25,678,297Amazon.com $22,693,776 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $125,748 Holding464286806 - iShares MSCI Germany ETF $102,764 Holding922908736 - Vanguard Growth ETF $66,648 Holding46137V282 - Invesco S&P 500 Equal Weight Technology ETF $35,024 Holding46428Q109 - iShares Silver Trust $26,830 Holding Largest Purchases this Quarter Micron Technology 2,503 shares (about $2.89M)KLA 1,847 shares (about $557.26K)Intel 3,766 shares (about $525.85K)Schwab U.S. Large-Cap Growth ETF 15,409 shares (about $521.45K)LAM RESEARCH CORP 1,178 shares (about $510.47K) Largest Sales this Quarter International Business Machines 5,132 shares (about $1.44M)McDonald's 5,334 shares (about $1.44M)Abbott Laboratories 13,061 shares (about $1.19M)T-Mobile US 6,747 shares (about $1.13M)RTX 4,829 shares (about $916.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Branch Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$42,969,302$855,636 â–¼-2.0%148,49810.0%TechnologyNVDANVIDIA$41,038,673$253,314 â–¼-0.6%205,1019.5%TechnologyGOOGLAlphabet$31,933,021$569,288 â–¼-1.8%89,3567.4%Communication ServicesMOG.BMoog$25,678,2970.0%60,1146.0%IndustrialsAMZNAmazon.com$22,693,776$84,849 â–²0.4%95,2165.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$22,642,081$112,762 â–²0.5%30,3205.3%ETFMSFTMicrosoft$20,527,083$47,747 â–²0.2%55,0294.8%TechnologyAVGOBroadcom$12,059,535$66,483 â–¼-0.5%31,9252.8%TechnologyJPMJPMorgan Chase & Co.$11,112,460$28,805 â–¼-0.3%33,9492.6%FinanceLLYEli Lilly and Company$10,438,580$213,497 â–²2.1%8,7032.4%HealthcarePGProcter & Gamble$10,109,199$24,635 â–²0.2%68,9392.3%Consumer StaplesMUMicron Technology$9,923,747$2,889,280 â–²41.1%8,5972.3%TechnologyWALMART INC$8,701,184$54,138 â–²0.6%76,8252.0%COMJNJJohnson & Johnson$8,486,592$8,635 â–²0.1%33,4162.0%HealthcareABBVAbbVie$7,658,258$43,534 â–²0.6%30,4331.8%HealthcareVVisa$7,562,034$27,104 â–²0.4%22,0411.8%FinanceMETAMeta Platforms$7,123,414$309,812 â–²4.5%12,6461.7%Communication ServicesIVViShares Core S&P 500 ETF$6,874,144$44,185 â–²0.6%9,1791.6%ETFBRK.BBerkshire Hathaway$6,500,346$243,181 â–²3.9%12,9911.5%FinanceCSCOCisco Systems$6,375,176$22,670 â–²0.4%54,2751.5%TechnologyORCLOracle$6,303,612$52,758 â–²0.8%43,0131.5%TechnologyXOMExxonMobil$5,770,537$39,512 â–¼-0.7%42,2071.3%EnergyTSLATesla$5,172,821$125,335 â–²2.5%12,2991.2%Consumer DiscretionaryAMDAdvanced Micro Devices$5,168,357$301,492 â–²6.2%8,8971.2%TechnologyHDHome Depot$5,117,764$46,554 â–²0.9%14,5111.2%Consumer DiscretionaryCATCaterpillar$4,904,445$138,423 â–²2.9%4,6061.1%IndustrialsUNHUnitedHealth Group$4,816,539$47,380 â–²1.0%11,5891.1%HealthcareMAMastercard$4,426,821$71,392 â–²1.6%8,6191.0%FinanceAMATApplied Materials$4,093,134$331,153 â–²8.8%5,6611.0%TechnologyGEGE Aerospace$4,091,410$68,016 â–²1.7%10,9481.0%IndustrialsCOSTCostco Wholesale$4,049,199$77,635 â–²2.0%4,3290.9%Consumer StaplesKOCocaCola$3,978,837$47,950 â–²1.2%48,9580.9%Consumer StaplesBACBank of America$3,901,592$27,749 â–²0.7%68,4730.9%FinanceCVXChevron$3,882,823$27,019 â–²0.7%23,4240.9%EnergyLAM RESEARCH CORP$3,188,487$510,470 â–²19.1%7,3580.7%COM NEWMOG.AMoog$2,902,881$21,192 â–¼-0.7%6,8490.7%IndustrialsGOOGAlphabet$2,557,408$151,932 â–²6.3%7,2380.6%Communication ServicesNFLXNetflix$2,386,275$74,399 â–²3.2%33,4210.6%Communication ServicesWFCWells Fargo & Company$1,858,193$571,796 â–¼-23.5%22,4850.4%FinanceMSMorgan Stanley$1,847,030$133,782 â–²7.8%8,8360.4%FinancePMPhilip Morris International$1,532,433$66,211 â–¼-4.1%8,4710.4%Consumer StaplesGSThe Goldman Sachs Group$1,438,930$129,433 â–²9.9%1,4230.3%FinancePALANTIR TECHNOLOGIES INC$1,110,816$2,800 â–¼-0.3%9,5210.3%CL AMRKMerck & Co., Inc.$1,066,659$111,664 â–²11.7%8,3010.2%HealthcareMCDMcDonald's$1,061,396$1,441,682 â–¼-57.6%3,9270.2%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$1,024,928$521,449 â–²103.6%30,2870.2%ETFVBRVanguard Small-Cap Value ETF$706,372$173,252 â–¼-19.7%2,9070.2%ETFKLACKLA$599,800$557,259 â–²1,309.9%1,9880.1%TechnologyINTCIntel$551,539$525,847 â–²2,046.7%3,9500.1%TechnologyMTBM&T Bank$538,617$23,325 â–¼-4.2%2,2630.1%FinanceRTXRTX$531,950$916,115 â–¼-63.3%2,8040.1%IndustrialsIBMInternational Business Machines$526,083$1,443,003 â–¼-73.3%1,8710.1%TechnologyACWXiShares MSCI ACWI ex U.S. ETF$518,6900.0%6,8150.1%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$501,424$35,687 â–¼-6.6%2,7680.1%ETFIAUiShares Gold Trust$500,6320.0%6,6300.1%ETFATROAstronics$463,1820.0%5,7000.1%IndustrialsBKNGBooking$441,180$423,533 â–²2,400.0%2,4750.1%Consumer DiscretionaryBLACKROCK INC$435,071$155,933 â–¼-26.4%4520.1%COMAMGNAmgen$422,595$32,229 â–²8.3%1,1670.1%HealthcareVONEVanguard Russell 1000 ETF$398,674$338,043 â–²557.5%1,1770.1%ETFSGOLabrdn Physical Gold Shares ETF$389,105$26,035 â–¼-6.3%10,1780.1%ETFIUSGiShares Core S&P U.S. Growth ETF$384,972$32,724 â–¼-7.8%2,0470.1%ETFLMTLockheed Martin$379,039$112,591 â–¼-22.9%7440.1%IndustrialsVIGVanguard Dividend Appreciation ETF$358,598$35,008 â–¼-8.9%1,5160.1%ETFCSXCSX$344,687$13,261 â–¼-3.7%7,2520.1%IndustrialsVOOVanguard S&P 500 ETF$335,497$178,061 â–²113.1%4880.1%ETFGE VERNOVA INC$313,688$133,934 â–²74.5%2670.1%COMPEPPepsiCo$311,556$7,853 â–¼-2.5%2,3010.1%Consumer StaplesIVEiShares S&P 500 Value ETF$307,6670.0%1,3550.1%ETFGILDGilead Sciences$276,213$379 â–²0.1%2,1860.1%HealthcareQCOMQualcomm$267,946$9,240 â–²3.6%1,4500.1%TechnologyVYMVanguard High Dividend Yield ETF$265,068$16,596 â–¼-5.9%1,6770.1%ETFSPGPInvesco S&P 500 GARP ETF$251,3060.0%2,0550.1%ETFGMGeneral Motors$244,335$231 â–²0.1%3,1700.1%Consumer DiscretionaryUNMUnum Group$242,1850.0%2,7090.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$241,910$15,994 â–¼-6.2%3,0250.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$240,5220.0%2,4300.1%ETFETNEaton$235,6450.0%5530.1%IndustrialsABTAbbott Laboratories$233,762$1,185,235 â–¼-83.5%2,5760.1%HealthcareITOTiShares Core S&P Total U.S. Stock Market ETF$233,5920.0%1,4220.1%ETFSTXSeagate Technology$227,740$20,265 â–¼-8.2%2360.1%TechnologyGLWCorning$224,014$52,364 â–²30.5%8770.1%TechnologyIWDiShares Russell 1000 Value ETF$218,1870.0%9000.1%ETFISRGIntuitive Surgical$215,145$44,938 â–¼-17.3%5410.1%HealthcareAXPAmerican Express$202,950$641,999 â–¼-76.0%6000.0%FinanceQQQInvesco QQQ$202,5100.0%2750.0%ETFGLDSPDR Gold Shares$197,8210.0%5370.0%ETFMCHPMicrochip Technology$181,720$9,027 â–¼-4.7%1,9930.0%TechnologyIWFiShares Russell 1000 Growth ETF$173,838$130,379 â–²300.0%1,4000.0%ETFDUKDuke Energy$168,478$25,316 â–¼-13.1%1,3310.0%UtilitiesVTIVanguard Total Stock Market ETF$166,137$6,290 â–²3.9%4490.0%ETFWMWaste Management$156,239$140,415 â–²887.3%7010.0%IndustrialsSLGSL Green Realty$155,3100.0%3,0000.0%Real EstateIVWiShares S&P 500 Growth ETF$149,649$138 â–²0.1%1,0880.0%ETFTMOThermo Fisher Scientific$143,836$55,630 â–¼-27.9%2870.0%HealthcareVGTVanguard Information Technology ETF$142,946$122,867 â–²611.9%1,1960.0%ETFBMYBristol Myers Squibb$135,407$23,048 â–¼-14.5%2,3500.0%HealthcareFIRST TR EXCHNG TRADED FD VI$129,0970.0%5,9110.0%FT ENER INCO ETFRSPInvesco S&P 500 Equal Weight ETF$125,748$125,748 â–²New Holding5910.0%ETFTXNTexas Instruments$123,401$56,633 â–²84.8%4140.0%TechnologyShowing largest 100 holdings. 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