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

About West Branch Capital LLC

Investment Activity

West 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: $42,969,302
NVIDIA: $41,038,673
Alphabet: $31,933,021
Moog: $25,678,297
Amazon.com: $22,693,776

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF: $125,748 Holding
464286806 - iShares MSCI Germany ETF: $102,764 Holding
922908736 - Vanguard Growth ETF: $66,648 Holding
46137V282 - Invesco S&P 500 Equal Weight Technology ETF: $35,024 Holding
46428Q109 - 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 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	$42,969,302	$855,636 â–¼	-2.0%	148,498	10.0%	Computer and Technology
NVDA NVIDIA	$41,038,673	$253,314 â–¼	-0.6%	205,101	9.5%	Computer and Technology
GOOGL Alphabet	$31,933,021	$569,288 â–¼	-1.8%	89,356	7.4%	Computer and Technology
MOG.B Moog	$25,678,297		0.0%	60,114	6.0%	Aerospace
AMZN Amazon.com	$22,693,776	$84,849 â–²	0.4%	95,216	5.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$22,642,081	$112,762 â–²	0.5%	30,320	5.3%	Finance
MSFT Microsoft	$20,527,083	$47,747 â–²	0.2%	55,029	4.8%	Computer and Technology
AVGO Broadcom	$12,059,535	$66,483 â–¼	-0.5%	31,925	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,112,460	$28,805 â–¼	-0.3%	33,949	2.6%	Finance
LLY Eli Lilly and Company	$10,438,580	$213,497 â–²	2.1%	8,703	2.4%	Medical
PG Procter & Gamble	$10,109,199	$24,635 â–²	0.2%	68,939	2.3%	Consumer Staples
MU Micron Technology	$9,923,747	$2,889,280 â–²	41.1%	8,597	2.3%	Computer and Technology
WALMART INC	$8,701,184	$54,138 â–²	0.6%	76,825	2.0%	COM
JNJ Johnson & Johnson	$8,486,592	$8,635 â–²	0.1%	33,416	2.0%	Medical
ABBV AbbVie	$7,658,258	$43,534 â–²	0.6%	30,433	1.8%	Medical
V Visa	$7,562,034	$27,104 â–²	0.4%	22,041	1.8%	Business Services
META Meta Platforms	$7,123,414	$309,812 â–²	4.5%	12,646	1.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$6,874,144	$44,185 â–²	0.6%	9,179	1.6%	ETF
BRK.B Berkshire Hathaway	$6,500,346	$243,181 â–²	3.9%	12,991	1.5%	Finance
CSCO Cisco Systems	$6,375,176	$22,670 â–²	0.4%	54,275	1.5%	Computer and Technology
ORCL Oracle	$6,303,612	$52,758 â–²	0.8%	43,013	1.5%	Computer and Technology
XOM ExxonMobil	$5,770,537	$39,512 â–¼	-0.7%	42,207	1.3%	Energy
TSLA Tesla	$5,172,821	$125,335 â–²	2.5%	12,299	1.2%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$5,168,357	$301,492 â–²	6.2%	8,897	1.2%	Computer and Technology
HD Home Depot	$5,117,764	$46,554 â–²	0.9%	14,511	1.2%	Retail/Wholesale
CAT Caterpillar	$4,904,445	$138,423 â–²	2.9%	4,606	1.1%	Industrials
UNH UnitedHealth Group	$4,816,539	$47,380 â–²	1.0%	11,589	1.1%	Medical
MA Mastercard	$4,426,821	$71,392 â–²	1.6%	8,619	1.0%	Business Services
AMAT Applied Materials	$4,093,134	$331,153 â–²	8.8%	5,661	1.0%	Computer and Technology
GE GE Aerospace	$4,091,410	$68,016 â–²	1.7%	10,948	1.0%	Aerospace
COST Costco Wholesale	$4,049,199	$77,635 â–²	2.0%	4,329	0.9%	Retail/Wholesale
KO CocaCola	$3,978,837	$47,950 â–²	1.2%	48,958	0.9%	Consumer Staples
BAC Bank of America	$3,901,592	$27,749 â–²	0.7%	68,473	0.9%	Finance
CVX Chevron	$3,882,823	$27,019 â–²	0.7%	23,424	0.9%	Energy
LAM RESEARCH CORP	$3,188,487	$510,470 â–²	19.1%	7,358	0.7%	COM NEW
MOG.A Moog	$2,902,881	$21,192 â–¼	-0.7%	6,849	0.7%	Aerospace
GOOG Alphabet	$2,557,408	$151,932 â–²	6.3%	7,238	0.6%	Computer and Technology
NFLX Netflix	$2,386,275	$74,399 â–²	3.2%	33,421	0.6%	Consumer Discretionary
WFC Wells Fargo & Company	$1,858,193	$571,796 â–¼	-23.5%	22,485	0.4%	Finance
MS Morgan Stanley	$1,847,030	$133,782 â–²	7.8%	8,836	0.4%	Finance
PM Philip Morris International	$1,532,433	$66,211 â–¼	-4.1%	8,471	0.4%	Consumer Staples
GS The Goldman Sachs Group	$1,438,930	$129,433 â–²	9.9%	1,423	0.3%	Finance
PALANTIR TECHNOLOGIES INC	$1,110,816	$2,800 â–¼	-0.3%	9,521	0.3%	CL A
MRK Merck & Co., Inc.	$1,066,659	$111,664 â–²	11.7%	8,301	0.2%	Medical
MCD McDonald's	$1,061,396	$1,441,682 â–¼	-57.6%	3,927	0.2%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$1,024,928	$521,449 â–²	103.6%	30,287	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$706,372	$173,252 â–¼	-19.7%	2,907	0.2%	ETF
KLAC KLA	$599,800	$557,259 â–²	1,309.9%	1,988	0.1%	Computer and Technology
INTC Intel	$551,539	$525,847 â–²	2,046.7%	3,950	0.1%	Computer and Technology
MTB M&T Bank	$538,617	$23,325 â–¼	-4.2%	2,263	0.1%	Finance
RTX RTX	$531,950	$916,115 â–¼	-63.3%	2,804	0.1%	Aerospace
IBM International Business Machines	$526,083	$1,443,003 â–¼	-73.3%	1,871	0.1%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$518,690		0.0%	6,815	0.1%	Manufacturing
GLTR abrdn Physical Precious Metals Basket Shares ETF	$501,424	$35,687 â–¼	-6.6%	2,768	0.1%	ETF
IAU iShares Gold Trust	$500,632		0.0%	6,630	0.1%	Finance
ATRO Astronics	$463,182		0.0%	5,700	0.1%	Aerospace
BKNG Booking	$441,180	$423,533 â–²	2,400.0%	2,475	0.1%	Retail/Wholesale
BLACKROCK INC	$435,071	$155,933 â–¼	-26.4%	452	0.1%	COM
AMGN Amgen	$422,595	$32,229 â–²	8.3%	1,167	0.1%	Medical
VONE Vanguard Russell 1000 ETF	$398,674	$338,043 â–²	557.5%	1,177	0.1%	ETF
SGOL abrdn Physical Gold Shares ETF	$389,105	$26,035 â–¼	-6.3%	10,178	0.1%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$384,972	$32,724 â–¼	-7.8%	2,047	0.1%	Manufacturing
LMT Lockheed Martin	$379,039	$112,591 â–¼	-22.9%	744	0.1%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$358,598	$35,008 â–¼	-8.9%	1,516	0.1%	ETF
CSX CSX	$344,687	$13,261 â–¼	-3.7%	7,252	0.1%	Transportation
VOO Vanguard S&P 500 ETF	$335,497	$178,061 â–²	113.1%	488	0.1%	ETF
GE VERNOVA INC	$313,688	$133,934 â–²	74.5%	267	0.1%	COM
PEP PepsiCo	$311,556	$7,853 â–¼	-2.5%	2,301	0.1%	Consumer Staples
IVE iShares S&P 500 Value ETF	$307,667		0.0%	1,355	0.1%	ETF
GILD Gilead Sciences	$276,213	$379 â–²	0.1%	2,186	0.1%	Medical
QCOM Qualcomm	$267,946	$9,240 â–²	3.6%	1,450	0.1%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$265,068	$16,596 â–¼	-5.9%	1,677	0.1%	Financial Services
SPGP Invesco S&P 500 GARP ETF	$251,306		0.0%	2,055	0.1%	ETF
GM General Motors	$244,335	$231 â–²	0.1%	3,170	0.1%	Auto/Tires/Trucks
UNM Unum Group	$242,185		0.0%	2,709	0.1%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$241,910	$15,994 â–¼	-6.2%	3,025	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$240,522		0.0%	2,430	0.1%	Finance
ETN Eaton	$235,645		0.0%	553	0.1%	Industrials
ABT Abbott Laboratories	$233,762	$1,185,235 â–¼	-83.5%	2,576	0.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$233,592		0.0%	1,422	0.1%	ETF
STX Seagate Technology	$227,740	$20,265 â–¼	-8.2%	236	0.1%	Computer and Technology
GLW Corning	$224,014	$52,364 â–²	30.5%	877	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$218,187		0.0%	900	0.1%	ETF
ISRG Intuitive Surgical	$215,145	$44,938 â–¼	-17.3%	541	0.1%	Medical
AXP American Express	$202,950	$641,999 â–¼	-76.0%	600	0.0%	Finance
QQQ Invesco QQQ	$202,510		0.0%	275	0.0%	Finance
GLD SPDR Gold Shares	$197,821		0.0%	537	0.0%	Finance
MCHP Microchip Technology	$181,720	$9,027 â–¼	-4.7%	1,993	0.0%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$173,838	$130,379 â–²	300.0%	1,400	0.0%	ETF
DUK Duke Energy	$168,478	$25,316 â–¼	-13.1%	1,331	0.0%	Utilities
VTI Vanguard Total Stock Market ETF	$166,137	$6,290 â–²	3.9%	449	0.0%	ETF
WM Waste Management	$156,239	$140,415 â–²	887.3%	701	0.0%	Business Services
SLG SL Green Realty	$155,310		0.0%	3,000	0.0%	Finance
IVW iShares S&P 500 Growth ETF	$149,649	$138 â–²	0.1%	1,088	0.0%	ETF
TMO Thermo Fisher Scientific	$143,836	$55,630 â–¼	-27.9%	287	0.0%	Medical
VGT Vanguard Information Technology ETF	$142,946	$122,867 â–²	611.9%	1,196	0.0%	ETF
BMY Bristol Myers Squibb	$135,407	$23,048 â–¼	-14.5%	2,350	0.0%	Medical
FIRST TR EXCHNG TRADED FD VI	$129,097		0.0%	5,911	0.0%	FT ENER INCO ETF
RSP Invesco S&P 500 Equal Weight ETF	$125,748	$125,748 â–²	New Holding	591	0.0%	ETF
TXN Texas Instruments	$123,401	$56,633 â–²	84.8%	414	0.0%	Computer and Technology

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

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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