West Branch Capital LLC

CIK

1738723

Location

AMHERST, MA

Portfolio Value

Small $430,263,211

Diversification

Diversified

Filing Date

Global Rank

#4,231 / 8,795 ▼ 237 · as of Jun 2026

Top Industry

Semiconductors 17.7%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

309 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.0%

−0.6 pts

Top 5

39.5%

+0.3 pts

Top 10

57.3%

−0.8 pts

HHI

454

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.2%	$155,868,199	38
Communication Services	10.3%	$44,237,996	8
Financial Services	9.5%	$40,862,893	56
Industrials	9.5%	$40,713,134	40
Unclassified	9.2%	$39,440,939	37
Consumer Cyclical	8.1%	$35,001,060	30
Healthcare	8.0%	$34,278,820	31
Consumer Defensive	6.7%	$28,940,200	23
Energy	2.3%	$9,862,018	11
Utilities	0.1%	$422,640	14
Real Estate	0.1%	$396,968	14
Basic Materials	0.1%	$238,344	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+15,435	33,665	$1,133,764
INTC	Intel Corp	+3,766	3,950	$551,538
MU	Micron Technology Inc	+2,503	8,597	$9,923,431
BKF	iShares MSCI BIC ETF	+2,484	3,044	$178,251
BKNG	Booking Holdings Inc.	+2,376	2,475	$441,144
KLAC	Kla Corp	+1,847	1,988	$599,799
LRCX	Lam Research Corp	+1,178	7,358	$3,188,442
NFLX	Netflix Inc	+1,042	33,421	$2,386,259
EDV	Vanguard World Funds Extended Duration ETF	+1,028	1,196	$142,945
BNDW	Vanguard Total World Bond ETF	+998	1,177	$398,673
ABI	VictoryShares Pioneer Asset-Based Income ETF	+944	3,189	$412,075
MRK	Merck & Co., Inc.	+869	8,301	$1,066,678
MS	Morgan Stanley	+640	8,836	$1,847,077
WM	Waste Management Inc	+630	701	$156,238
KO	Coca Cola Co	+590	48,958	$3,978,816
PSEC	Prospect Capital Corp	+561	1,638	$3,783
META	Meta Platforms, Inc.	+550	12,646	$7,123,365
AMD	Advanced Micro Devices Inc	+519	8,897	$5,168,356
BAC	Bank Of America Corp /De/	+487	68,473	$3,901,591
BRK-B	Berkshire Hathaway Inc	+486	12,991	$6,500,566
WMT	Walmart Inc.	+478	76,825	$8,701,199
AMAT	Applied Materials Inc /De	+458	5,661	$4,092,903
ORCL	Oracle Corp	+360	43,013	$6,303,555
AMZN	Amazon Com Inc	+356	95,216	$22,693,781
VB	Vanguard Morningstar Small-Cap ETF	+337	4,847	$1,323,663
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−13,061	2,576	$233,746
WFC	Wells Fargo & Company/Mn	−6,919	22,485	$1,858,160
TMUS	T-Mobile US, Inc.	−6,747	501	$84,032
MCD	Mcdonalds Corp	−5,334	3,927	$1,061,507
IBM	International Business Machines Corp	−5,132	1,871	$526,143
RTX	RTX Corp	−4,829	2,804	$532,002
AAPL	Apple Inc.	−2,957	148,498	$42,969,381
AXP	American Express Co	−1,898	600	$202,950
NVDA	Nvidia Corp	−1,266	205,101	$41,038,659
GOOGL	Alphabet Inc.	−1,163	96,594	$34,490,555
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−917	688	$100,755
T	At&T Inc.	−755	3,477	$71,973
SGOL	abrdn Gold ETF Trust	−681	10,178	$389,104
VZ	Verizon Communications Inc	−600	1,699	$71,935
CAG	Conagra Brands Inc.	−600	115	$1,547
MDLZ	Mondelez International, Inc.	−581	500	$28,920
MO	Altria Group, Inc.	−400	506	$36,406
BMY	Bristol Myers Squibb Co	−400	2,350	$135,407
PM	Philip Morris International Inc.	−366	8,471	$1,532,488
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−348	35,036	$9,880,746
SHEL	Shell plc	−300	1,139	$88,318
PLOW	Douglas Dynamics, Inc	−293	507	$27,352
XOM	ExxonMobil Holdings Corp	−289	42,207	$5,770,541
CSX	Csx Corp	−279	7,252	$344,687
LMT	Lockheed Martin Corp	−221	744	$379,038
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	502	$26,841
HONA	Honeywell Aerospace Inc.	117	$25,866
WELL	Welltower Inc.	100	$22,697
SPCX	Space Exploration Technologies Corp	108	$18,452
CM	Canadian Imperial Bank Of Commerce /Can/	133	$15,295
MET	Metlife Inc	166	$14,045
XYL	Xylem Inc.	100	$11,821
SYF	Synchrony Financial	133	$10,114
BGS	B&G Foods, Inc.	1,256	$4,998
JCI	Johnson Controls International plc	31	$4,529
SJM	J M SMUCKER Co	39	$4,387
DOV	DOVER Corp	16	$3,588
SBSW	Sibanye Stillwater Ltd	418	$3,548
PHG	Koninklijke Philips NV	123	$3,344
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	235	$53,117
TYG	Tortoise Energy Infrastructure Corp	306	$15,254
—		106	$11,592
EPD	Enterprise Products Partners L.P.	255	$9,649
PCVX	Vaxcyte, Inc.	135	$7,844
BAI	iShares A.I. Innovation and Tech Active ETF	204	$6,285
VFC	V F Corp	318	$5,402
ACN	Accenture plc	27	$5,353
POWW	Outdoor Holding Co	2,457	$4,938
JA	Janus Henderson AA-A CLO ETF	97	$4,885
BCLO	iShares BBB-B CLO Active ETF	93	$4,829
MHK	Mohawk Industries Inc	49	$4,824
BILL	BILL Holdings, Inc.	94	$3,600
EOSE	Eos Energy Enterprises, Inc.	722	$3,581
IT	Gartner Inc	21	$3,325
JBLU	Jetblue Airways Corp	742	$3,279
TOST	Toast, Inc.	116	$3,075
NWL	Newell Brands Inc.	858	$2,942
SOLS	Solstice Advanced Materials Inc.	37	$2,817
VSTS	Vestis Corp	318	$2,499
WU	Western Union CO	276	$2,409
ULCC	Frontier Group Holdings, Inc.	621	$2,192
CRWD	CrowdStrike Holdings, Inc.	4	$1,561
STT	State Street Corp	29	$1,431
TTD	Trade Desk, Inc.	60	$1,361
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

309 tracked positions · $430,263,211 total · filing declares 355 positions · $430,263,028 · as of Jun 30, 2026

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

Showing 1–50 of 309 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	148,498	-2,957	$42,969,381	+11.8%	9.99%
NVDA	Nvidia Corp Technology	Reduced	205,101	-1,266	$41,038,659	+14.0%	9.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	96,594	-1,163	$34,490,555	+22.7%	8.02%
MOG-A	Moog Inc. Industrials	Reduced	66,963	-50	$28,581,176	+44.7%	6.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	95,216	+356	$22,693,781	+14.9%	5.27%
SPY	Spdr S&P 500 ETF Trust	Added	30,320	+151	$22,642,066	+15.4%	5.26%
MSFT	Microsoft Corp Technology	Added	55,029	+128	$20,526,917	+1.0%	4.77%
AVGO	Broadcom Inc. Technology	Reduced	31,925	-176	$12,059,668	+21.4%	2.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,949	-88	$11,112,526	+11.0%	2.58%
LLY	ELI LILLY & Co Healthcare	Added	8,703	+178	$10,438,640	+33.1%	2.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	68,939	+168	$10,109,214	+1.8%	2.35%
MU	Micron Technology Inc Technology	Added	8,597	+2,503	$9,923,431	+382.0%	2.31%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	35,036	-348	$9,880,746	—	2.30%
WMT	Walmart Inc. Consumer Defensive	Added	76,825	+478	$8,701,199	−8.3%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	33,416	+34	$8,486,661	+4.0%	1.97%
ABBV	AbbVie Inc. Healthcare	Added	30,433	+173	$7,658,160	+16.4%	1.78%
V	Visa Inc. Financial Services	Added	22,041	+79	$7,562,046	+13.9%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	12,646	+550	$7,123,365	+2.9%	1.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,991	+486	$6,500,566	+8.5%	1.51%
CSCO	Cisco Systems, Inc. Technology	Added	54,275	+193	$6,375,141	+51.9%	1.48%
ORCL	Oracle Corp Technology	Added	43,013	+360	$6,303,555	+0.5%	1.47%
XOM	ExxonMobil Holdings Corp Energy	Reduced	42,207	-289	$5,770,541	−20.0%	1.34%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,299	+298	$5,172,959	+15.9%	1.20%
AMD	Advanced Micro Devices Inc Technology	Added	8,897	+519	$5,168,356	+203.2%	1.20%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,511	+132	$5,117,739	+8.2%	1.19%
CAT	Caterpillar Inc Industrials	Added	4,606	+130	$4,904,929	+54.7%	1.14%
UNH	Unitedhealth Group Inc Healthcare	Added	11,589	+114	$4,816,736	+55.1%	1.12%
MA	Mastercard Inc Financial Services	Added	8,619	+139	$4,426,718	+4.5%	1.03%
AMAT	Applied Materials Inc /De Technology	Added	5,661	+458	$4,092,903	+130.2%	0.95%
GE	General Electric Co Industrials	Added	10,948	+182	$4,091,596	+33.9%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,329	+83	$4,049,649	−4.3%	0.94%
KO	Coca Cola Co Consumer Defensive	Added	48,958	+590	$3,978,816	+8.2%	0.92%
BAC	Bank Of America Corp /De/ Financial Services	Added	68,473	+487	$3,901,591	+17.7%	0.91%
CVX	Chevron Corp Energy	Added	23,424	+163	$3,882,762	−19.3%	0.90%
LRCX	Lam Research Corp Technology	Added	7,358	+1,178	$3,188,442	+141.5%	0.74%
NFLX	Netflix Inc Communication Services	Added	33,421	+1,042	$2,386,259	−23.4%	0.55%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	22,485	-6,919	$1,858,160	−20.6%	0.43%
MS	Morgan Stanley Financial Services	Added	8,836	+640	$1,847,077	+36.9%	0.43%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	8,471	-366	$1,532,488	+4.9%	0.36%
GS	Goldman Sachs Group Inc Financial Services	Added	1,423	+128	$1,439,179	+31.4%	0.33%
VB	Vanguard Morningstar Small-Cap ETF	Added	4,847	+337	$1,323,663	+19.6%	0.31%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	33,665	+15,435	$1,133,764	+111.8%	0.26%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,521	-24	$1,110,815	−20.4%	0.26%
MRK	Merck & Co., Inc. Healthcare	Added	8,301	+869	$1,066,678	+19.3%	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,927	-5,334	$1,061,507	−63.1%	0.25%
KLAC	Kla Corp Technology	Added	1,988	+1,847	$599,799	+188.9%	0.14%
INTC	Intel Corp Technology	Added	3,950	+3,766	$551,538	+6693.2%	0.13%
MTB	M&T Bank Corp Financial Services	Reduced	2,263	-98	$538,616	+10.4%	0.13%
RTX	RTX Corp Industrials	Reduced	2,804	-4,829	$532,002	−63.9%	0.12%
IBM	International Business Machines Corp Technology	Reduced	1,871	-5,132	$526,143	−69.0%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.