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CIK: 0001738723
Total reported value
$430.3M
$430.3M
530 檔
25.9%
The Q1 2025 SEC filing reveals that West Branch Capital LLC held a total portfolio value of $430.3M, covering 530 public equity positions.
In Q1 2025, West Branch Capital LLC displayed an active expansion posture, initiating 3 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 530 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.48% | -0.30% | +0.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.01% | -0.10% | -10.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.97% | -0.67% | +2.42% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.54% | -0.02% | +2.49% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.25% | +0.01% | +3.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | +0.42% | +3.10% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.55% | -0.31% | +3.23% | |
| 8 | MOG-B | Moog Inc-class B | Stock-Other | 3.44% | +1.22% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.10% | +3.41% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | -0.02% | +3.35% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.15% | -0.52% | +4.75% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | +0.02% | +2.17% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.04% | +0.29% | +4.65% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | -0.19% | +21.99% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.85% | -0.21% | +5.70% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | — | -0.90% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.71% | +0.14% | +9.96% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | -0.08% | +3.98% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.33% | +11.92% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.21% | +7.93% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.40% | -0.10% | +10.94% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.59% | +13.02% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -0.09% | +31.43% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.52% | +7.38% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.19% | +14.44% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.36% | +8.76% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.98% | -0.06% | +14.32% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.02% | +14.00% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.38% | +13.34% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.03% | -1.95% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.28% | +22.72% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.01% | +24.19% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | +0.01% | +15.46% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.39% | +30.59% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.39% | +27.19% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.56% | -0.01% | -3.93% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.53% | -0.20% | +28.53% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.53% | — | +39.02% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.50% | -0.05% | -7.92% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.02% | +10.91% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.46% | — | EXIT | |
| 42 | LIN | Linde plc | Stock-Materials | 0.46% | -0.01% | +42.48% | |
| 43 | MOG-A | Moog Inc-class A | Stock-Other | 0.45% | +0.13% | -3.78% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.39% | -0.06% | -1.45% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | — | -0.86% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.07% | -0.36% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.33% | +92.02% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | — | -12.12% | |
| 49 | MTB | M & T Bank CORP | Stock-Financials | 0.25% | — | +0.19% | |
| 50 | GE | General Electric | Stock-Industrials | 0.23% | +0.13% | +406.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | -10.47% | Add |
| 2 | PG | Procter & Gamble Co/the | +2.1% | +3.23% | Add |
| 3 | AAPL | Apple Inc | +1.5% | +0.10% | Add |
| 4 | LLY | Eli Lilly & Co | +1.3% | +11.92% | Add |
| 5 | AVGO | Broadcom Inc | +1.3% | +9.96% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | +31.43% | Add |
| 7 | MSFT | Microsoft CORP | +1.1% | +2.42% | Add |
| 8 | MOG-B | Moog Inc-class B | +1% | — | Unchanged |
| 9 | WMT | Walmart Inc | +1% | +4.75% | Add |
| 10 | COST | Costco Wholesale CORP | +0.9% | +14.44% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.8% | +13.02% | Add |
| 12 | ORCL | Oracle CORP | +0.6% | +5.70% | Add |
| 13 | TMUS | T-mobile US Inc | +0.6% | +27.19% | Add |
| 14 | ABBV | Abbvie Inc | +0.6% | +2.17% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +3.83% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.5% | +4.65% | Add |
| 17 | MA | Mastercard Inc - A | +0.5% | +10.94% | Add |
| 18 | CVX | Chevron CORP | +0.5% | +30.59% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.5% | +3.41% | Add |
| 20 | V | Visa Inc-class A Shares | +0.5% | +3.35% | Add |
| 21 | ACN | Accenture plc | +0.5% | +27.54% | Add |
| 22 | KO | Coca-cola Co/the | +0.4% | +14.32% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.3% | +92.02% | Add |
| 24 | MCD | Mcdonald's CORP | +0.3% | +7.38% | Add |
| 25 | WFC | Wells Fargo & Co | +0.3% | +28.53% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.2% | +8.76% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +15.46% | Add |
| 28 | BKNG | Booking Holdings Inc | +0.1% | -3.93% | Trim |
| 29 | BAC | Bank Of America CORP | 0% | +14.00% | Add |
| 30 | ABT | Abbott Laboratories | 0% | +13.34% | Add |
| 31 | PEP | Pepsico Inc | -0.1% | -1.95% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.90% | Add |
| 33 | HD | Home Depot Inc | -0.1% | +3.98% | Add |
| 34 | T | At&t Inc | -0.4% | +42.34% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.10% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.6% | +21.99% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.7% | -22.58% | Trim |
| 38 | PFE | Pfizer Inc | -1% | +5.11% | Trim |
| 39 | ADBE | Adobe Inc | -1% | -91.99% | Trim |
| 40 | MOG-A | Moog Inc-class A | -1.2% | -3.78% | Trim |
| 41 | DIS | Walt Disney Co/the | -1.4% | -97.00% | Trim |
| 42 | AMZN | Amazon.com Inc | -1.4% | +2.49% | Add |
| 43 | PYPL | Paypal Holdings Inc | -1.4% | +58.00% | Trim |
| 44 | VZ | Verizon Communications Inc | -1.9% | — | Trim |
| 45 | INTC | Intel CORP | — | EXIT | Sold out |
| 46 | BLKCHF | Blackrock Inc | — | EXIT | Sold out |
| 47 | LIN | Linde plc | — | NEW | New buy |
| 48 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 49 | BLK | Blackrock Inc | — | NEW | New buy |
| 50 | GE | General Electric | — | NEW | New buy |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $430.3M across 530 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 25.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
LIN
市值: $1.4M
Top Position Liquidated / Trimmed
INTC
前期市值: $2.9M
During Q1 2025, West Branch Capital LLC's top holdings by market value included AAPL (11.5%)、NVDA (8.0%)、MSFT (7.0%). The largest single position, AAPL, represented 11.5% of total portfolio value.
In Q1 2025, West Branch Capital LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 3 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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