West Branch Capital LLC

CIK

1738723

Location

AMHERST, MA

Portfolio Value

Small $387,001,843

Diversification

Diversified

Filing Date

Global Rank

#3,199 / 8,517 ▲ 20

Top Industry

Semiconductors 19.1%

3Y Alpha vs SPY

+52.1%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+410.2%

SPY

+75.3%

Annualised alpha

+51.6%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.1%

+0.5 pts

Top 5

41.7%

+2.2 pts

Top 10

58.3%

−0.3 pts

HHI

490

Diversified+19

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$155,868,199	38
Communication Services	10.8%	$41,678,514	7
Financial Services	10.6%	$40,848,735	55
Consumer Cyclical	9.0%	$35,001,060	30
Healthcare	8.9%	$34,278,820	31
Consumer Defensive	7.5%	$28,940,200	23
Unclassified	6.3%	$24,476,340	8
Industrials	3.9%	$14,990,005	37
Energy	2.5%	$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
INTC	Intel Corp	+3,766	3,950	$551,538
MU	Micron Technology Inc	+2,503	8,597	$9,923,431
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
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
NVO	Novo Nordisk A S	+333	411	$19,703
TSLA	Tesla, Inc.	+298	12,299	$5,172,959
BX	Blackstone Inc.	+266	267	$31,417
GLW	Corning Inc /Ny	+205	877	$224,012
CSCO	Cisco Systems, Inc.	+193	54,275	$6,375,141
TXN	Texas Instruments Inc	+190	414	$123,400
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MOG-A	Moog Inc.	−60,164	6,849	$2,902,880
ABT	Abbott Laboratories	−13,061	2,576	$233,746
GOOGL	Alphabet Inc.	−8,401	89,356	$31,933,153
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
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
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
DUK	Duke Energy CORP	−200	1,331	$168,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	502	$26,841
WELL	Welltower Inc.	100	$22,697
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
VIG	Vanguard Dividend Appreciation ETF	1,664	$357,859
VEA	Vanguard FTSE Developed Markets ETF	1,176	$75,358
HON	Honeywell International Inc	235	$53,117
VXF	Vanguard Extended Market ETF	193	$39,719
IBB	iShares Biotechnology ETF	114	$19,248
TYG	Tortoise Energy Infrastructure Corp	306	$15,254
EPD	Enterprise Products Partners L.P.	255	$9,649
PCVX	Vaxcyte, Inc.	135	$7,844
VB	Vanguard Morningstar Small-Cap ETF	26	$6,809
VFC	V F Corp	318	$5,402
ACN	Accenture plc	27	$5,353
POWW	Outdoor Holding Co	2,457	$4,938
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
ZG	Zillow Group, Inc.	66	$2,731
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

275 tracked positions · $387,001,843 total · 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 275 positions by value · page 1 of 6

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%	11.10%
NVDA	Nvidia Corp Technology	Reduced	205,101	-1,266	$41,038,659	+14.0%	10.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	89,356	-8,401	$31,933,153	+13.6%	8.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	95,216	+356	$22,693,781	+14.9%	5.86%
SPY	Spdr S&P 500 ETF Trust	Added	30,320	+151	$22,642,066	+15.4%	5.85%
MSFT	Microsoft Corp Technology	Added	55,029	+128	$20,526,917	+1.0%	5.30%
AVGO	Broadcom Inc. Technology	Reduced	31,925	-176	$12,059,668	+21.4%	3.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	33,949	-88	$11,112,526	+11.0%	2.87%
LLY	ELI LILLY & Co Healthcare	Added	8,703	+178	$10,438,640	+33.1%	2.70%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	68,939	+168	$10,109,214	+1.8%	2.61%
MU	Micron Technology Inc Technology	Added	8,597	+2,503	$9,923,431	+382.0%	2.56%
WMT	Walmart Inc. Consumer Defensive	Added	76,825	+478	$8,701,199	−8.3%	2.25%
JNJ	Johnson & Johnson Healthcare	Added	33,416	+34	$8,486,661	+4.0%	2.19%
ABBV	AbbVie Inc. Healthcare	Added	30,433	+173	$7,658,160	+16.4%	1.98%
V	Visa Inc. Financial Services	Added	22,041	+79	$7,562,046	+13.9%	1.95%
META	Meta Platforms, Inc. Communication Services	Added	12,646	+550	$7,123,365	+2.9%	1.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,991	+486	$6,500,566	+8.5%	1.68%
CSCO	Cisco Systems, Inc. Technology	Added	54,275	+193	$6,375,141	+51.9%	1.65%
ORCL	Oracle Corp Technology	Added	43,013	+360	$6,303,555	+0.5%	1.63%
XOM	ExxonMobil Holdings Corp Energy	Reduced	42,207	-289	$5,770,541	−20.0%	1.49%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,299	+298	$5,172,959	+15.9%	1.34%
AMD	Advanced Micro Devices Inc Technology	Added	8,897	+519	$5,168,356	+203.2%	1.34%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,511	+132	$5,117,739	+8.2%	1.32%
CAT	Caterpillar Inc Industrials	Added	4,606	+130	$4,904,929	+54.7%	1.27%
UNH	Unitedhealth Group Inc Healthcare	Added	11,589	+114	$4,816,736	+55.1%	1.24%
MA	Mastercard Inc Financial Services	Added	8,619	+139	$4,426,718	+4.5%	1.14%
AMAT	Applied Materials Inc /De Technology	Added	5,661	+458	$4,092,903	+130.2%	1.06%
GE	General Electric Co Industrials	Added	10,948	+182	$4,091,596	+33.9%	1.06%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,329	+83	$4,049,649	−4.3%	1.05%
KO	Coca Cola Co Consumer Defensive	Added	48,958	+590	$3,978,816	+8.2%	1.03%
BAC	Bank Of America Corp /De/ Financial Services	Added	68,473	+487	$3,901,591	+17.7%	1.01%
CVX	Chevron Corp Energy	Added	23,424	+163	$3,882,762	−19.3%	1.00%
LRCX	Lam Research Corp Technology	Added	7,358	+1,178	$3,188,442	+141.5%	0.82%
MOG-A	Moog Inc. Industrials	Reduced	6,849	-60,164	$2,902,880	−85.3%	0.75%
NFLX	Netflix Inc Communication Services	Added	33,421	+1,042	$2,386,259	−23.4%	0.62%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	22,485	-6,919	$1,858,160	−20.6%	0.48%
MS	Morgan Stanley Financial Services	Added	8,836	+640	$1,847,077	+36.9%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	8,471	-366	$1,532,488	+4.9%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Added	1,423	+128	$1,439,179	+31.4%	0.37%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,521	-24	$1,110,815	−20.4%	0.29%
MRK	Merck & Co., Inc. Healthcare	Added	8,301	+869	$1,066,678	+19.3%	0.28%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,927	-5,334	$1,061,507	−63.1%	0.27%
KLAC	Kla Corp Technology	Added	1,988	+1,847	$599,799	+188.9%	0.15%
INTC	Intel Corp Technology	Added	3,950	+3,766	$551,538	+6693.2%	0.14%
MTB	M&T Bank Corp Financial Services	Reduced	2,263	-98	$538,616	+10.4%	0.14%
RTX	RTX Corp Industrials	Reduced	2,804	-4,829	$532,002	−63.9%	0.14%
IBM	International Business Machines Corp Technology	Reduced	1,871	-5,132	$526,143	−69.0%	0.14%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	2,768	-197	$501,423	−22.7%	0.13%
IAU	Ishares Gold Trust	Held	6,630	0	$500,631	−14.3%	0.13%
ATRO	Astronics Corp Industrials	Held	5,700	0	$463,182	+21.8%	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.