West Branch Capital LLC
Top Portfolio Positions
287 positions ·
$341,279,167 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
151,455 | $38,437,764 | 11.26% | |
| NVDA |
Nvidia Corp
Technology
|
206,367 | $35,990,404 | 10.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
90,949 | $26,153,294 | 7.66% | |
| MSFT |
Microsoft Corp
Technology
|
54,901 | $20,322,703 | 5.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,860 | $19,756,492 | 5.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,169 | $19,620,107 | 5.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
34,037 | $10,012,323 | 2.93% | |
| AVGO |
Broadcom Inc.
Technology
|
32,101 | $9,935,580 | 2.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
68,771 | $9,933,283 | 2.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
76,347 | $9,488,405 | 2.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JRS
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,624 | 1,022 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,828 | 1,022 | Shares | Sole | 2026-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||