Institutions / West Branch Capital LLC
West Branch Capital LLC
CIK 1738723 · Institution · as of Dec 31, 2025
Portfolio value
$388.07M
Positions
415
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 415 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $41.03M | 10.6% |
| NVIDIA Corp | $39.79M | 10.3% |
| Alphabet Inc. | $28.74M | 7.4% |
| Microsoft Corp | $27.09M | 7.0% |
| Amazon.com Inc | $21.45M | 5.5% |
| SPDR S&P 500 ETF Tr | $20.51M | 5.3% |
| Moog Inc | $14.93M | 3.8% |
| Broadcom Inc. | $11.03M | 2.8% |
| JPMorgan Chase & Co | $10.97M | 2.8% |
| PROCTER & GAMBLE Co | $9.28M | 2.4% |
| ELI LILLY & Co | $9.13M | 2.4% |
| Walmart Inc. | $8.48M | 2.2% |
| Oracle Corp | $8.17M | 2.1% |
| Meta Platforms Inc | $7.74M | 2.0% |
| Visa Inc | $7.67M | 2.0% |
| Johnson & Johnson | $6.93M | 1.8% |
| AbbVie Inc. | $6.88M | 1.8% |
| iShares Tr | $6.26M | 1.6% |
| Warren E. Buffett | $6.12M | 1.6% |
| Tesla Inc | $5.16M | 1.3% |
| Home Depot, Inc. | $4.91M | 1.3% |
| Mastercard Inc | $4.73M | 1.2% |
| Exxon Mobil Corp | $4.57M | 1.2% |
| Cisco Systems, Inc. | $4.14M | 1.1% |
| Unitedhealth Group Inc | $3.71M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.