West Branch Capital LLC

CIK

1738723

Location

AMHERST, MA

Portfolio Value

Small $339,240,009

Diversification

Diversified

Filing Date

Global Rank

#2,922 / 8,232 ▲ 75

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.5%

Annualised alpha

-3.3%

Max drawdown

−20.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

285 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.3%

−0.2 pts

Top 5

41.5%

−3.0 pts

Top 10

58.9%

−2.8 pts

HHI

491

Diversified−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.2%	$126,283,216	45
Communication Services	11.2%	$37,956,414	8
Financial Services	11.1%	$37,683,196	54
Consumer Cyclical	9.7%	$32,750,273	32
Healthcare	8.8%	$29,870,849	32
Consumer Defensive	8.7%	$29,477,981	22
Unclassified	6.4%	$21,745,831	7
Energy	3.6%	$12,308,391	12
Industrials	3.0%	$10,031,467	39
Utilities	0.1%	$494,753	14
Real Estate	0.1%	$359,622	13
Basic Materials	0.1%	$278,016	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+7,083	23,261	$4,812,700
LRCX	Lam Research Corp	+5,908	6,180	$1,320,418
AMAT	Applied Materials Inc /De	+5,197	5,203	$1,778,333
GE	General Electric Co	+4,993	10,766	$3,055,067
RTX	RTX Corp	+4,701	7,633	$1,472,405
XOM	Exxon Mobil Corp	+4,509	42,496	$7,209,871
PG	PROCTER & GAMBLE Co	+4,019	68,771	$9,933,283
AMD	Advanced Micro Devices Inc	+3,700	8,378	$1,704,336
MU	Micron Technology Inc	+3,438	6,094	$2,058,796
NFLX	Netflix Inc	+2,864	32,379	$3,113,240
CAT	Caterpillar Inc	+2,691	4,476	$3,171,066
MRK	Merck & Co., Inc.	+2,209	7,432	$893,995
PLTR	Palantir Technologies Inc.	+2,168	9,545	$1,396,242
KO	Coca Cola Co	+2,117	48,368	$3,678,386
AMZN	Amazon Com Inc	+1,926	94,860	$19,756,492
MS	Morgan Stanley	+1,914	8,196	$1,348,815
BAC	Bank Of America Corp /De/	+1,376	67,986	$3,314,317
WFC	Wells Fargo & Company/Mn	+946	29,404	$2,340,852
PM	Philip Morris International Inc.	+929	8,837	$1,461,109
ORCL	Oracle Corp	+740	42,653	$6,274,682
BHK	Blackrock Core Bond Trust	+545	2,261	$20,710
TSLA	Tesla, Inc.	+525	12,001	$4,461,371
PSEC	Prospect Capital Corp	+519	1,077	$2,810
AAPL	Apple Inc.	+514	151,455	$38,437,764
GS	Goldman Sachs Group Inc	+479	1,295	$1,095,557
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−6,989	206,367	$35,990,404
CRM	Salesforce, Inc.	−6,580	310	$57,867
ABT	Abbott Laboratories	−3,366	15,637	$1,605,450
TMO	Thermo Fisher Scientific Inc.	−1,699	398	$195,628
MSFT	Microsoft Corp	−1,104	54,901	$20,322,703
C	Citigroup Inc	−1,100	392	$44,456
TMUS	T-Mobile US, Inc.	−1,013	7,248	$1,522,297
MCD	Mcdonalds Corp	−976	9,261	$2,878,226
GOOGL	Alphabet Inc.	−860	90,949	$26,153,294
AXP	American Express Co	−504	2,498	$755,595
UNP	Union Pacific Corp	−470	147	$35,665
PEP	Pepsico Inc	−442	2,359	$366,329
NI	Nisource Inc.	−399	207	$9,658
GLW	Corning Inc /Ny	−398	672	$91,371
MTB	M&T Bank Corp	−385	2,361	$488,065
KMI	Kinder Morgan, Inc.	−351	12	$402
ED	Consolidated Edison Inc	−300	450	$50,931
BKNG	Booking Holdings Inc.	−243	99	$416,821
INTC	Intel Corp	−163	184	$8,119
CI	Cigna Group	−150	189	$50,415
UBER	Uber Technologies, Inc	−126	7	$503
SO	Southern Co	−115	90	$8,686
BLK	BlackRock, Inc.	−113	614	$590,489
KMB	Kimberly Clark Corp	−106	78	$7,524
JNJ	Johnson & Johnson	−99	33,382	$8,159,896
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SLG	Sl Green Realty Corp	3,000	$110,820
UTF	Cohen & Steers Infrastructure Fund Inc	302	$7,815
IBRX	ImmunityBio, Inc.	750	$5,752
CHWY	Chewy, Inc.	200	$5,400
EOSE	Eos Energy Enterprises, Inc.	722	$3,581
JBLU	Jetblue Airways Corp	742	$3,279
QUBT	Quantum Computing Inc.	47	$321
RGTI	Rigetti Computing, Inc.	17	$238
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ADP	Automatic Data Processing Inc	2,057	$529,122
BA	Boeing Co	2,000	$434,240
NSC	Norfolk Southern Corp	525	$151,578
DAL	Delta Air Lines, Inc.	1,000	$69,400
AAL	American Airlines Group Inc.	2,000	$30,660
MDY	Spdr S&P Midcap 400 ETF Trust	50	$30,164
IBKR	Interactive Brokers Group, Inc.	420	$27,010
SWKS	Skyworks Solutions, Inc.	400	$25,364
WST	West Pharmaceutical Services Inc	80	$22,011
NUE	Nucor Corp	118	$19,246
ADM	Archer-Daniels-Midland Co	292	$16,787
RPM	Rpm International Inc/De/	155	$16,120
ECL	Ecolab Inc.	60	$15,751
PSA	Public Storage	57	$14,791
SCCO	Southern Copper Corp/	101	$14,375
FIVE	Five Below, Inc	75	$14,127
MNST	Monster Beverage Corp	184	$14,107
ZBRA	Zebra Technologies Corp	56	$13,597
HEI	Heico Corp	40	$12,943
EW	Edwards Lifesciences Corp	150	$12,787
BKR	Baker Hughes Co	262	$11,931
FTNT	Fortinet, Inc.	150	$11,911
EXPO	Exponent Inc	170	$11,808
ENTG	Entegris Inc	130	$10,952
TTC	Toro Co	135	$10,627
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

285 positions · $339,240,009 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 285 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	151,455	+514	$38,437,764	−6.3%	11.33%
NVDA	Nvidia Corp Technology	Reduced	206,367	-6,989	$35,990,404	−9.6%	10.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	90,949	-860	$26,153,294	−9.0%	7.71%
MSFT	Microsoft Corp Technology	Reduced	54,901	-1,104	$20,322,703	−25.0%	5.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	94,860	+1,926	$19,756,492	−7.9%	5.82%
SPY	Spdr S&P 500 ETF Trust	Added	30,169	+91	$19,620,107	−4.3%	5.78%
JPM	Jpmorgan Chase & Co Financial Services	Held	34,037	0	$10,012,323	−8.7%	2.95%
AVGO	Broadcom Inc. Technology	Added	32,101	+226	$9,935,580	−9.9%	2.93%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	68,771	+4,019	$9,933,283	+7.0%	2.93%
WMT	Walmart Inc. Consumer Defensive	Added	76,347	+243	$9,488,405	+11.9%	2.80%
JNJ	Johnson & Johnson Healthcare	Reduced	33,382	-99	$8,159,896	+17.8%	2.41%
LLY	ELI LILLY & Co Healthcare	Added	8,525	+33	$7,841,039	−14.1%	2.31%
XOM	Exxon Mobil Corp Energy	Added	42,496	+4,509	$7,209,871	+57.7%	2.13%
META	Meta Platforms, Inc. Communication Services	Added	12,096	+372	$6,920,484	−10.6%	2.04%
V	Visa Inc. Financial Services	Added	21,962	+83	$6,637,794	−13.5%	1.96%
ABBV	AbbVie Inc. Healthcare	Added	30,260	+167	$6,581,247	−4.3%	1.94%
ORCL	Oracle Corp Technology	Added	42,653	+740	$6,274,682	−23.2%	1.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,505	+334	$5,992,396	−2.0%	1.77%
CVX	Chevron Corp Energy	Added	23,261	+7,083	$4,812,700	+95.2%	1.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,379	+97	$4,729,109	−3.8%	1.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,001	+525	$4,461,371	−13.6%	1.32%
MA	Mastercard Inc Financial Services	Added	8,480	+187	$4,237,116	−10.5%	1.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,246	+320	$4,230,841	+25.0%	1.25%
CSCO	Cisco Systems, Inc. Technology	Added	54,082	+376	$4,196,222	+1.4%	1.24%
KO	Coca Cola Co Consumer Defensive	Added	48,368	+2,117	$3,678,386	+13.8%	1.08%
BAC	Bank Of America Corp /De/ Financial Services	Added	67,986	+1,376	$3,314,317	−9.5%	0.98%
CAT	Caterpillar Inc Industrials	Added	4,476	+2,691	$3,171,066	+210.1%	0.93%
NFLX	Netflix Inc Communication Services	Added	32,379	+2,864	$3,113,240	+12.5%	0.92%
UNH	Unitedhealth Group Inc Healthcare	Added	11,475	+229	$3,105,020	−16.4%	0.92%
GE	General Electric Co Industrials	Added	10,766	+4,993	$3,055,067	+71.8%	0.90%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,261	-976	$2,878,226	−8.0%	0.85%
WFC	Wells Fargo & Company/Mn Financial Services	Added	29,404	+946	$2,340,852	−11.7%	0.69%
MU	Micron Technology Inc Technology	Added	6,094	+3,438	$2,058,796	+171.6%	0.61%
AMAT	Applied Materials Inc /De Technology	Added	5,203	+5,197	$1,778,333	+115301.2%	0.52%
AMD	Advanced Micro Devices Inc Technology	Added	8,378	+3,700	$1,704,336	+70.1%	0.50%
IBM	International Business Machines Corp Technology	Reduced	7,003	-50	$1,697,457	−18.7%	0.50%
ABT	Abbott Laboratories Healthcare	Reduced	15,637	-3,366	$1,605,450	−32.6%	0.47%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	7,248	-1,013	$1,522,297	−9.2%	0.45%
RTX	RTX Corp Industrials	Added	7,633	+4,701	$1,472,405	+173.8%	0.43%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,837	+929	$1,461,109	+15.2%	0.43%
PLTR	Palantir Technologies Inc. Technology	Added	9,545	+2,168	$1,396,242	+6.5%	0.41%
MS	Morgan Stanley Financial Services	Added	8,196	+1,914	$1,348,815	+20.9%	0.40%
LRCX	Lam Research Corp Technology	Added	6,180	+5,908	$1,320,418	+2735.9%	0.39%
GS	Goldman Sachs Group Inc Financial Services	Added	1,295	+479	$1,095,557	+52.7%	0.32%
MRK	Merck & Co., Inc. Healthcare	Added	7,432	+2,209	$893,995	+62.6%	0.26%
AXP	American Express Co Financial Services	Reduced	2,498	-504	$755,595	−32.0%	0.22%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	2,965	0	$648,504	+6.4%	0.19%
BLK	BlackRock, Inc. Financial Services	Reduced	614	-113	$590,489	−24.1%	0.17%
IAU	Ishares Gold Trust	Held	6,630	0	$584,500	+8.6%	0.17%
LMT	Lockheed Martin Corp Industrials	Held	965	0	$583,236	+25.0%	0.17%