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CIK: 0001738723
Total reported value
$430.3M
$430.3M
429 檔
27.2%
During the Q2 2024 filing period, West Branch Capital LLC (CIK: 0001738723) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $430.3M across 429 reported positions.
During Q2 2024, West Branch Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.90% | -0.30% | -1.26% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.50% | -0.10% | +877.95% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.83% | -0.67% | -0.86% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.66% | +0.42% | -0.05% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.64% | -0.02% | -0.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.59% | +0.01% | -0.84% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 3.70% | +1.22% | -0.81% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.58% | -0.31% | +0.26% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.40% | -0.10% | +0.25% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.08% | +0.29% | +22.01% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.87% | +0.02% | -0.93% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | -0.02% | +1.24% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.86% | -0.21% | +1.94% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | — | -1.00% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.52% | +1.27% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | -0.08% | +1.26% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.33% | +2.49% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.14% | +3.25% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.21% | +1.02% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.59% | +3.51% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.19% | +7.19% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.10% | +3.04% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.90% | -0.01% | +3.72% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.03% | +2.30% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | +0.01% | +2.33% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.19% | +30.51% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.52% | +1.08% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | -0.06% | +4.00% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.36% | +4.84% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.63% | -0.05% | -3.46% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.38% | -1.35% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.02% | +5.47% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.57% | -0.01% | -0.51% | |
| 34 | MOG-A | Moog Inc-class A | Stock-Other | 0.55% | +0.13% | -52.65% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.02% | +7.83% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | +0.01% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.39% | +9.03% | |
| 38 | BLKCHF | Blackrock Inc | Stock-Other | 0.38% | — | -1.83% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | — | -3.76% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.34% | -0.07% | -1.37% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.09% | +38.31% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.33% | — | -1.28% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.01% | -11.07% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.30% | — | -2.38% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.28% | +16.38% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.25% | — | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | +0.01% | +47.03% | |
| 48 | MTB | M & T Bank CORP | Stock-Financials | 0.23% | — | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.20% | +25.52% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.21% | -0.01% | +23.45% |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $430.3M across 429 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 27.2% of total reported equity market value during Q2 2024.
During Q2 2024, West Branch Capital LLC's top holdings by market value included AAPL (11.9%)、NVDA (11.5%)、MSFT (8.8%). The largest single position, AAPL, represented 11.9% of total portfolio value.
In Q2 2024, West Branch Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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