West Branch Capital LLC
Filing Date
Global Rank
#3,223
/ 8,586
▼ 17
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed Apr 14, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.5%
SPY
+78.1%
Annualised alpha
-2.9%
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
286 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.3%
−0.2 pts
Top 5
41.2%
−3.0 pts
Top 10
58.5%
−2.8 pts
HHI
486
Diversified−42
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.0% | $126,283,216 |
| Communication Services | 11.1% | $37,956,414 |
| Financial Services | 11.0% | $37,683,196 |
| Consumer Cyclical | 9.6% | $32,750,273 |
| Healthcare | 8.8% | $29,870,849 |
| Consumer Defensive | 8.6% | $29,477,981 |
| Unclassified | 6.4% | $21,745,831 |
| Energy | 3.6% | $12,308,391 |
| Industrials | 3.5% | $12,050,390 |
| Utilities | 0.1% | $494,753 |
| Real Estate | 0.1% | $359,622 |
| Basic Materials | 0.1% | $278,016 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | |
| MOG-A | Moog Inc. | −385 | 6,899 | $2,018,923 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
45 positions ·
$126,283,216 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 151,455 | $38,437,764 | 30.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 206,367 | $35,990,404 | 28.50% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 54,901 | $20,322,703 | 16.09% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 32,101 | $9,935,580 | 7.87% | |
| ORCL |
Oracle Corp
Technology
|
Added | 42,653 | $6,274,682 | 4.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 54,082 | $4,196,222 | 3.32% | |
| MU |
Micron Technology Inc
Technology
|
Added | 6,094 | $2,058,796 | 1.63% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 5,203 | $1,778,333 | 1.41% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 8,378 | $1,704,336 | 1.35% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 7,003 | $1,697,457 | 1.34% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 9,545 | $1,396,242 | 1.11% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,180 | $1,320,418 | 1.05% | |
| KLAC |
Kla Corp
Technology
|
Held | 141 | $207,609 | 0.16% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 1,400 | $180,292 | 0.14% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 2,092 | $135,164 | 0.11% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 257 | $100,682 | 0.08% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 672 | $91,371 | 0.07% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 337 | $81,917 | 0.06% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 60 | $79,249 | 0.06% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 310 | $57,867 | 0.05% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 535 | $55,934 | 0.04% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 224 | $43,487 | 0.03% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 99 | $31,495 | 0.02% | |
| PAYX |
Paychex Inc
Technology
|
Held | 280 | $25,793 | 0.02% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Held | 142 | $9,594 | 0.01% | |
| FFIV |
F5, Inc.
Technology
|
Held | 32 | $9,258 | 0.01% | |
| HPQ |
Hp Inc
Technology
|
Held | 434 | $8,337 | 0.01% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 50 | $8,124 | 0.01% | |
| INTC |
Intel Corp
Technology
|
Reduced | 184 | $8,119 | 0.01% | |
| ACN |
Accenture plc
Technology
|
Reduced | 27 | $5,353 | 0.00% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 24 | $4,952 | 0.00% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Held | 200 | $4,762 | 0.00% | |
| BILL |
BILL Holdings, Inc.
Technology
|
Held | 94 | $3,600 | 0.00% | |
| CEVA |
Ceva Inc
Technology
|
Held | 187 | $3,493 | 0.00% | |
| IT |
Gartner Inc
Technology
|
Reduced | 21 | $3,325 | 0.00% | |
| TOST |
Toast, Inc.
Technology
|
Held | 116 | $3,075 | 0.00% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 6 | $2,603 | 0.00% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 4 | $1,561 | 0.00% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Added | 16 | $1,286 | 0.00% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 7 | $503 | 0.00% | |
| RUN |
Sunrun Inc.
Technology
|
Held | 30 | $406 | 0.00% | |
| QUBT |
Quantum Computing Inc.
Technology
|
NEW | 47 | $321 | 0.00% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 1 | $277 | 0.00% | |
| RGTI |
Rigetti Computing, Inc.
Technology
|
NEW | 17 | $238 | 0.00% | |
| GRMN |
Garmin Ltd
Technology
|
Held | 1 | $232 | 0.00% |