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CIK: 0001738723
Total reported value
$430.3M
$430.3M
472 檔
30.4%
At the close of Q2 2025, West Branch Capital LLC disclosed equity holdings valued at approximately $430.3M, spread across 472 reported holdings.
In Q2 2025, West Branch Capital LLC displayed an active expansion posture, initiating 0 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.11% | -0.10% | -2.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.26% | -0.30% | -1.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.15% | -0.67% | -0.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.83% | -0.02% | +3.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.32% | +0.01% | +3.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.60% | +0.42% | -1.69% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 3.22% | +1.22% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.98% | -0.31% | +1.35% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.91% | -0.10% | -0.55% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.61% | -0.21% | +2.13% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.57% | +0.14% | +2.78% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.36% | -0.19% | +7.12% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.02% | +0.82% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.15% | -0.52% | +1.32% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.33% | +43.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.09% | +71.00% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | — | -3.37% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.63% | +0.02% | +0.96% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | -0.08% | +2.44% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.21% | +28.07% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.10% | +2.58% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.21% | +0.29% | +12.36% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.59% | +5.61% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.07% | -0.28% | +8.40% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.19% | +4.49% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.36% | +4.78% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.52% | +4.06% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.01% | +13.18% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.06% | +4.87% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.02% | +5.40% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.77% | -0.38% | +8.32% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.63% | -0.01% | +0.27% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.39% | +12.19% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | -0.20% | +12.71% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.58% | -0.39% | +11.92% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | +0.01% | -2.88% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.54% | — | +14.67% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.03% | -12.48% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.48% | -0.01% | +15.91% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.33% | +22.30% | |
| 41 | MOG-A | Moog Inc-class A | Stock-Other | 0.41% | +0.13% | -2.57% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.07% | -0.89% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.37% | — | EXIT | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.36% | -0.06% | -5.23% | |
| 45 | GE | General Electric | Stock-Industrials | 0.36% | +0.13% | +37.88% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | -0.05% | -27.64% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.02% | -10.27% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | — | -6.83% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.27% | -0.03% | +54.36% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.25% | — | +300.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -2.37% | Trim |
| 2 | MSFT | Microsoft CORP | +1.2% | -0.50% | Trim |
| 3 | AVGO | Broadcom Inc | +0.9% | +2.78% | Add |
| 4 | ORCL | Oracle CORP | +0.8% | +2.13% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +71.00% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +7.12% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +43.56% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +3.11% | Add |
| 9 | NFLX | Netflix Inc | +0.3% | +8.40% | Add |
| 10 | BA | Boeing Co/the | +0.2% | +300.00% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +13.18% | Add |
| 12 | GE | General Electric | +0.1% | +37.88% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.55% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +22.30% | Add |
| 15 | PM | Philip Morris International | +0.1% | +54.36% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.49% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +0.27% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +28.07% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | +12.71% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | +176.15% | Add |
| 21 | INTU | Intuit Inc | +0.1% | +165.33% | Add |
| 22 | MS | Morgan Stanley | +0.1% | +439.21% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | +5.40% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +4.78% | Add |
| 25 | AXP | American Express Co | 0% | +44.77% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | +20.38% | Add |
| 27 | LIN | Linde plc | 0% | +15.91% | Add |
| 28 | WMT | Walmart Inc | 0% | +1.32% | Add |
| 29 | CRM | Salesforce Inc | 0% | +14.67% | Add |
| 30 | ABT | Abbott Laboratories | 0% | +8.32% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -1.69% | Trim |
| 32 | COST | Costco Wholesale CORP | 0% | +4.49% | Add |
| 33 | BUG | Global X Cybersecurity ETF | -0.1% | EXIT | Sold out |
| 34 | GILD | Gilead Sciences Inc | -0.1% | -47.17% | Trim |
| 35 | GLW | Corning Inc | -0.1% | -70.50% | Trim |
| 36 | MA | Mastercard Inc - A | -0.1% | +2.58% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.1% | -3.37% | Trim |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -39.54% | Trim |
| 39 | VBR | Vanguard Small-cap Value ETF | -0.2% | -27.64% | Trim |
| 40 | UNP | Union Pacific CORP | -0.2% | -52.47% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -10.27% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.2% | -2.88% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +5.61% | Add |
| 44 | MOG-B | Moog Inc-class B | -0.2% | — | Unchanged |
| 45 | V | Visa Inc-class A Shares | -0.2% | +0.82% | Add |
| 46 | PEP | Pepsico Inc | -0.3% | -12.48% | Trim |
| 47 | ABBV | Abbvie Inc | -0.4% | +0.96% | Add |
| 48 | PG | Procter & Gamble Co/the | -0.6% | +1.35% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | +12.36% | Add |
| 50 | AAPL | Apple Inc | -2.2% | -1.47% | Trim |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $430.3M across 472 disclosed positions in Q2 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 NVDA, AAPL, MSFT) accounted for 30.4% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
BUG
前期市值: $161.7K
During Q2 2025, West Branch Capital LLC's top holdings by market value included NVDA (10.1%)、AAPL (9.3%)、MSFT (8.2%). The largest single position, NVDA, represented 10.1% of total portfolio value.
In Q2 2025, West Branch Capital LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 34 positions, trimming 14 holdings, and fully liquidating 1 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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