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CIK: 0001738723
Total reported value
$441.7M
$441.7M
626 檔
26.9%
According to the latest 13F quarterly dataset, West Branch Capital LLC managed an equity portfolio of $441.7M at the end of Q3 2024, spanning 626 distinct U.S. exchange-listed positions.
In Q3 2024, West Branch Capital LLC displayed an active expansion posture, initiating 0 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 26.9% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
NVDA
前期市值: $31.0M
Showing top 200 holdings (of 626 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.31% | +0.99% | +0.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.28% | +0.95% | -2.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.95% | +1.61% | +0.44% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.33% | +0.13% | +5.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.21% | -0.08% | +15.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.86% | -0.51% | +1.39% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 4.17% | -0.69% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.53% | -0.07% | +1.01% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | -0.03% | +1.20% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.23% | -0.15% | +0.35% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.13% | -0.10% | +1.50% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.02% | +0.02% | +0.86% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.02% | +6.60% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | -0.19% | +2.45% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.85% | +0.05% | +1.70% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.71% | -0.24% | +2.62% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | -0.25% | +966.64% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | +0.03% | +2.84% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | -0.14% | +4.20% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | +0.47% | +17.97% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -1.34% | EXIT | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | +0.08% | +4.62% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.06% | +4.63% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.02% | +16.84% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.01% | +4.51% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.80% | — | +1.89% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | +0.08% | +5.42% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | +0.06% | +4.93% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | -0.14% | +5.22% | |
| 30 | MOG-A | Moog Inc-class A | Stock-Other | 0.61% | -0.09% | -0.96% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | -0.03% | -4.47% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.61% | -0.04% | +9.39% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | +0.01% | -1.73% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | +0.01% | +2.53% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.80% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | +42.58% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.42% | +0.20% | +11.25% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.03% | +0.34% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.16% | +42.02% | |
| 40 | BLKCHF | Blackrock Inc | Stock-Other | 0.41% | — | -3.88% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.01% | +0.10% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | — | -0.84% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | — | +0.43% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | — | +30.30% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | — | -1.58% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.28% | -0.01% | +31.32% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.27% | — | +33.21% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.27% | -0.01% | +39.02% | |
| 49 | MTB | M & T Bank CORP | Stock-Financials | 0.26% | -0.02% | +0.07% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.25% | -0.02% | +54.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +15.46% | Add |
| 2 | MOG-B | Moog Inc-class B | +0.5% | — | Unchanged |
| 3 | AAPL | Apple Inc | +0.4% | +0.39% | Add |
| 4 | ORCL | Oracle CORP | +0.3% | +1.50% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +17.97% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +2.45% | Add |
| 7 | HD | Home Depot Inc | +0.2% | +2.62% | Add |
| 8 | TSLA | Tesla Inc | +0.2% | +42.02% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +42.58% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +0.35% | Add |
| 11 | ABBV | Abbvie Inc | +0.2% | +0.86% | Add |
| 12 | MCD | Mcdonald's CORP | +0.1% | +4.63% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +966.64% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +16.84% | Add |
| 15 | TMUS | T-mobile US Inc | +0.1% | +39.02% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | +54.07% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.60% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +2.84% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +4.62% | Add |
| 20 | ACN | Accenture plc | +0.1% | +33.21% | Add |
| 21 | KO | Coca-cola Co/the | +0.1% | +4.93% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +5.22% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +30.30% | Add |
| 24 | AMD | Advanced Micro Devices | +0.1% | +69.60% | Add |
| 25 | LIN | Linde plc | +0.1% | +31.32% | Add |
| 26 | MOG-A | Moog Inc-class A | +0.1% | -0.96% | Trim |
| 27 | DHR | Danaher CORP | +0.1% | +106.75% | Add |
| 28 | LMT | Lockheed Martin CORP | +0.1% | +0.10% | Add |
| 29 | GE | General Electric | +0.1% | +234.41% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +69.57% | Add |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +2.53% | Add |
| 32 | BLKCHF | Blackrock Inc | 0% | -3.88% | Trim |
| 33 | ADP | Automatic Data Processing | 0% | +0.43% | Add |
| 34 | PEP | Pepsico Inc | 0% | +4.51% | Add |
| 35 | BAC | Bank Of America CORP | 0% | +9.39% | Add |
| 36 | ABT | Abbott Laboratories | — | -1.73% | Trim |
| 37 | V | Visa Inc-class A Shares | 0% | +1.70% | Add |
| 38 | XOM | Exxon Mobil CORP | 0% | +1.90% | Add |
| 39 | CB | Chubb Limited | 0% | -88.97% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +1.01% | Add |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | +1.20% | Add |
| 42 | HPQ | Hp Inc | -0.1% | -68.52% | Trim |
| 43 | DIS | Walt Disney Co/the | -0.1% | -99.78% | Trim |
| 44 | ADBE | Adobe Inc | -0.1% | +1.89% | Add |
| 45 | NKE | Nike Inc -cl B | -0.2% | -99.14% | Trim |
| 46 | CMCSA | Comcast Corp-class A | -0.3% | -99.74% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.3% | +5.40% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | +1.39% | Add |
| 49 | MSFT | Microsoft CORP | -0.9% | +0.44% | Add |
| 50 | NVDA | Nvidia CORP | -1.2% | -2.30% | Trim |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $441.7M across 626 disclosed positions in Q3 2024.
During Q3 2024, West Branch Capital LLC's top holdings by market value included AAPL (12.3%)、NVDA (10.3%)、MSFT (8.0%). The largest single position, AAPL, represented 12.3% of total portfolio value.
In Q3 2024, West Branch Capital LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 40 positions, trimming 9 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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