West Branch Capital LLC Top Holdings and 13F Report (2026)

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $373.48 million in total holdings as of March 31, 2026.
West Branch Capital LLC owns shares of 378 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 4.38% of the portfolio was purchased this quarter.
About 2.56% of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 415 new stocks and bought additional shares in 72 stocks.
West Branch Capital LLC sold shares of 61 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Apple: $38,437,721
NVIDIA: $35,990,469
Alphabet: $26,153,260
Microsoft: $20,322,541
Amazon.com: $19,756,571

Largest New Holdings this Quarter

78440X887 - SL Green Realty: $110,820 Holding
46432F834 - iShares Core MSCI Total International Stock ETF: $17,328 Holding
464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF: $15,275 Holding
46429B291 - iShares Aaa - A Rated Corporate Bond ETF: $9,566 Holding
46432F339 - iShares MSCI USA Quality Factor ETF: $9,207 Holding

Largest Purchases this Quarter

Caterpillar: 2,691 shares (about $1.91M)
Applied Materials: 5,197 shares (about $1.78M)
Chevron: 7,083 shares (about $1.47M)
GE Aerospace: 4,993 shares (about $1.42M)
LAM RESEARCH CORP: 5,908 shares (about $1.26M)

Largest Sales this Quarter

Salesforce: 6,580 shares (about $1.23M)
NVIDIA: 6,989 shares (about $1.22M)
Booking: 243 shares (about $1.02M)
Thermo Fisher Scientific: 1,699 shares (about $834.88K)
Microsoft: 1,104 shares (about $408.66K)

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
AAPL Apple	$38,437,721	$130,448 ▲	0.3%	151,455	10.3%	Computer and Technology
NVDA NVIDIA	$35,990,469	$1,218,884 ▼	-3.3%	206,367	9.6%	Computer and Technology
GOOGL Alphabet	$26,153,260	$247,301 ▼	-0.9%	90,949	7.0%	Computer and Technology
MSFT Microsoft	$20,322,541	$408,664 ▼	-2.0%	54,901	5.4%	Computer and Technology
AMZN Amazon.com	$19,756,571	$401,130 ▲	2.1%	94,860	5.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$19,620,068	$59,181 ▲	0.3%	30,169	5.3%	Finance
MOG.B Moog	$17,727,920		0.0%	60,114	4.7%	Aerospace
JPM JPMorgan Chase & Co.	$10,012,180		0.0%	34,037	2.7%	Finance
AVGO Broadcom	$9,935,633	$69,950 ▲	0.7%	32,101	2.7%	Computer and Technology
PG Procter & Gamble	$9,933,337	$580,508 ▲	6.2%	68,771	2.7%	Consumer Staples
WALMART INC	$9,488,409	$30,200 ▲	0.3%	76,347	2.5%	COM
JNJ Johnson & Johnson	$8,159,915	$24,200 ▼	-0.3%	33,382	2.2%	Medical
LLY Eli Lilly and Company	$7,841,146	$30,353 ▲	0.4%	8,525	2.1%	Medical
XOM ExxonMobil	$7,209,890	$764,999 ▲	11.9%	42,496	1.9%	Energy
META Meta Platforms	$6,920,694	$212,839 ▲	3.2%	12,096	1.9%	Computer and Technology
V Visa	$6,637,705	$25,086 ▲	0.4%	21,962	1.8%	Business Services
ABBV AbbVie	$6,581,197	$36,321 ▲	0.6%	30,260	1.8%	Medical
ORCL Oracle	$6,274,753	$108,863 ▲	1.8%	42,653	1.7%	Computer and Technology
BRK.B Berkshire Hathaway	$5,992,253	$160,049 ▲	2.7%	12,505	1.6%	Finance
IVV iShares Core S&P 500 ETF	$5,956,981	$9,144 ▼	-0.2%	9,120	1.6%	ETF
CVX Chevron	$4,812,705	$1,465,474 ▲	43.8%	23,261	1.3%	Energy
HD Home Depot	$4,729,204	$31,903 ▲	0.7%	14,379	1.3%	Retail/Wholesale
TSLA Tesla	$4,461,250	$195,163 ▲	4.6%	12,001	1.2%	Auto/Tires/Trucks
MA Mastercard	$4,237,273	$93,440 ▲	2.3%	8,480	1.1%	Business Services
COST Costco Wholesale	$4,230,448	$318,828 ▲	8.2%	4,246	1.1%	Retail/Wholesale
CSCO Cisco Systems	$4,196,258	$29,174 ▲	0.7%	54,082	1.1%	Computer and Technology
KO CocaCola	$3,678,375	$160,997 ▲	4.6%	48,368	1.0%	Consumer Staples
BAC Bank of America	$3,314,310	$67,080 ▲	2.1%	67,986	0.9%	Finance
CAT Caterpillar	$3,170,729	$1,906,263 ▲	150.8%	4,476	0.8%	Industrials
NFLX Netflix	$3,113,262	$275,375 ▲	9.7%	32,379	0.8%	Consumer Discretionary
UNH UnitedHealth Group	$3,104,941	$61,964 ▲	2.0%	11,475	0.8%	Medical
GE GE Aerospace	$3,055,159	$1,416,906 ▲	86.5%	10,766	0.8%	Aerospace
MCD McDonald's	$2,878,339	$303,343 ▼	-9.5%	9,261	0.8%	Retail/Wholesale
WFC Wells Fargo & Company	$2,340,880	$75,312 ▲	3.3%	29,404	0.6%	Finance
MU Micron Technology	$2,058,806	$1,161,499 ▲	129.4%	6,094	0.6%	Computer and Technology
MOG.A Moog	$2,018,924	$112,666 ▼	-5.3%	6,899	0.5%	Aerospace
GOOG Alphabet	$1,953,068	$50,491 ▼	-2.5%	6,808	0.5%	Computer and Technology
AMAT Applied Materials	$1,778,164	$1,776,113 ▲	86,616.7%	5,203	0.5%	Computer and Technology
AMD Advanced Micro Devices	$1,704,337	$752,691 ▲	79.1%	8,378	0.5%	Computer and Technology
IBM International Business Machines	$1,697,484	$12,120 ▼	-0.7%	7,003	0.5%	Computer and Technology
ABT Abbott Laboratories	$1,605,456	$345,588 ▼	-17.7%	15,637	0.4%	Medical
TMUS T-Mobile US	$1,522,318	$212,763 ▼	-12.3%	7,248	0.4%	Computer and Technology
RTX RTX	$1,472,417	$906,830 ▲	160.3%	7,633	0.4%	Aerospace
PM Philip Morris International	$1,461,050	$153,595 ▲	11.7%	8,837	0.4%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$1,396,243	$317,135 ▲	29.4%	9,545	0.4%	CL A
MS Morgan Stanley	$1,348,840	$314,993 ▲	30.5%	8,196	0.4%	Finance
LAM RESEARCH CORP	$1,320,419	$1,262,303 ▲	2,172.1%	6,180	0.4%	COM NEW
GS The Goldman Sachs Group	$1,095,555	$405,228 ▲	58.7%	1,295	0.3%	Finance
MRK Merck & Co., Inc.	$893,996	$265,721 ▲	42.3%	7,432	0.2%	Medical
VBR Vanguard Small-Cap Value ETF	$786,445	$175,538 ▼	-18.2%	3,620	0.2%	ETF
AXP American Express	$755,670	$152,465 ▼	-16.8%	2,498	0.2%	Finance
GLTR abrdn Physical Precious Metals Basket Shares ETF	$648,505		0.0%	2,965	0.2%	ETF
BLACKROCK INC	$590,226	$108,625 ▼	-15.5%	614	0.2%	COM
IAU iShares Gold Trust	$584,501		0.0%	6,630	0.2%	Finance
LMT Lockheed Martin	$583,237		0.0%	965	0.2%	Aerospace
MTB M&T Bank	$488,066	$79,587 ▼	-14.0%	2,361	0.1%	Finance
SGOL abrdn Physical Gold Shares ETF	$484,529		0.0%	10,859	0.1%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$466,624	$27,388 ▲	6.2%	6,815	0.1%	Manufacturing
SCHG Schwab U.S. Large-Cap Growth ETF	$433,401	$350 ▲	0.1%	14,878	0.1%	ETF
BKNG Booking	$416,309	$1,021,849 ▼	-71.1%	99	0.1%	Retail/Wholesale
ATRO Astronics	$380,361		0.0%	5,700	0.1%	Aerospace
AMGN Amgen	$379,295		0.0%	1,078	0.1%	Medical
PEP PepsiCo	$366,330	$68,638 ▼	-15.8%	2,359	0.1%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$357,753		0.0%	1,664	0.1%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$344,457	$620 ▼	-0.2%	2,221	0.1%	Manufacturing
CSX CSX	$309,139	$1,067 ▲	0.3%	7,531	0.1%	Transportation
GILD Gilead Sciences	$304,228	$418 ▲	0.1%	2,183	0.1%	Medical
ISRG Intuitive Surgical	$301,488	$34,113 ▼	-10.2%	654	0.1%	Medical
IVE iShares S&P 500 Value ETF	$286,109		0.0%	1,355	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$263,890	$13,476 ▼	-4.9%	1,782	0.1%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$256,581		0.0%	3,225	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$241,227		0.0%	2,430	0.1%	Finance
GM General Motors	$235,973	$149 ▲	0.1%	3,167	0.1%	Auto/Tires/Trucks
GLD SPDR Gold Shares	$231,066	$10,757 ▼	-4.4%	537	0.1%	Finance
SPGP Invesco S&P 500 GARP ETF	$221,160		0.0%	2,055	0.1%	ETF
KLAC KLA	$207,610		0.0%	141	0.1%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$202,536	$52,699 ▼	-20.6%	1,422	0.1%	ETF
DUK Duke Energy	$200,470	$12,177 ▼	-5.7%	1,531	0.1%	Utilities
UNM Unum Group	$197,839		0.0%	2,709	0.1%	Finance
ETN Eaton	$197,792	$11,803 ▼	-5.6%	553	0.1%	Industrials
TMO Thermo Fisher Scientific	$195,575	$834,879 ▼	-81.0%	398	0.1%	Medical
IWD iShares Russell 1000 Value ETF	$192,303		0.0%	900	0.1%	ETF
QCOM Qualcomm	$180,292		0.0%	1,400	0.0%	Computer and Technology
BMY Bristol Myers Squibb	$166,788	$5,944 ▼	-3.4%	2,750	0.0%	Medical
QQQ Invesco QQQ	$158,725	$10,389 ▲	7.0%	275	0.0%	Finance
IWF iShares Russell 1000 Growth ETF	$149,240	$80,163 ▼	-34.9%	350	0.0%	ETF
LINDE PLC	$146,250	$16,856 ▼	-10.3%	295	0.0%	SHS
VTI Vanguard Total Stock Market ETF	$138,506	$21,481 ▼	-13.4%	432	0.0%	ETF
VOO Vanguard S&P 500 ETF	$136,848	$178,679 ▼	-56.6%	229	0.0%	ETF
MCHP Microchip Technology	$135,169	$2,520 ▼	-1.8%	2,092	0.0%	Computer and Technology
SHEL Shell	$133,827		0.0%	1,439	0.0%	Energy
GE VERNOVA INC	$133,554	$4,365 ▲	3.4%	153	0.0%	COM
FIRST TR EXCHNG TRADED FD VI	$132,939		0.0%	5,911	0.0%	FT ENERGY INCOME
PLD Prologis	$130,991		0.0%	991	0.0%	Finance
IVW iShares S&P 500 Growth ETF	$122,964	$113 ▲	0.1%	1,087	0.0%	ETF
T AT&T	$122,686	$87 ▼	-0.1%	4,232	0.0%	Computer and Technology
PFE Pfizer	$122,401		0.0%	4,359	0.0%	Medical
GD General Dynamics	$120,814		0.0%	352	0.0%	Aerospace
FLDR Fidelity Low Duration Bond Factor ETF	$118,974	$1,101 ▲	0.9%	2,377	0.0%	ETF
VGT Vanguard Information Technology ETF	$117,217	$698 ▲	0.6%	168	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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West Branch Capital LLC Top Holdings and 13F Report (2026)

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 (2026)

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