West Branch Capital LLC

CIK

1738723

Location

AMHERST, MA

Portfolio Value

Micro $278,016

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

-3.2%

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

7 positions · $278,016 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LIN	Linde PLC Basic Materials	Reduced	295	-34	$146,249	+4.3%	52.60%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	346	-36	$100,509	+6.5%	36.15%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	101	0	$20,500	+19.7%	7.37%
BTG	B2gold Corp Basic Materials	Held	1,661	0	$7,524	+0.4%	2.71%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	37	0	$2,817	+56.8%	1.01%
SHW	Sherwin Williams Co Basic Materials	Held	1	0	$320	−1.2%	0.12%
ASIX	AdvanSix Inc. Basic Materials	Held	4	0	$97	+40.6%	0.03%