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CIK: 0001738723
Total reported value
$430.3M
$430.3M
378 檔
32.7%
In Q1 2026, West Branch Capital LLC's U.S. equity holdings reached a combined market value of $430.3M, distributed across 378 disclosed stock positions.
In Q1 2026, West Branch Capital LLC adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 44 holdings to manage risk exposure.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.29% | -0.30% | +0.34% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.64% | -0.10% | -3.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.00% | +0.42% | -0.94% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.67% | -1.97% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.29% | -0.02% | +2.07% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.25% | +0.01% | +0.30% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 4.75% | +1.22% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.68% | -0.10% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.66% | +0.14% | +0.71% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.66% | -0.31% | +6.21% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.54% | -0.52% | +0.32% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.18% | -0.21% | -0.30% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.10% | +0.33% | +0.39% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.93% | -0.59% | +11.87% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.19% | +3.17% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | -0.02% | +0.38% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | +0.02% | +0.55% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.68% | -0.21% | +1.77% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.09% | +2.74% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | — | -0.15% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.39% | +43.78% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.08% | +0.68% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | +0.01% | +4.57% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.10% | +2.25% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.19% | +8.15% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.36% | +0.70% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.98% | -0.06% | +4.58% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.02% | +2.07% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.29% | +150.76% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.28% | +9.70% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.29% | +2.04% | |
| 32 | GE | General Electric | Stock-Industrials | 0.82% | +0.13% | +86.49% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.52% | -9.53% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.63% | -0.20% | +3.32% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.55% | +1.76% | +129.44% | |
| 36 | MOG-A | Moog Inc-class A | Stock-Other | 0.54% | +0.13% | -5.29% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.07% | -2.52% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.47% | +86616.67% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.74% | +79.09% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.33% | -0.71% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.38% | -17.71% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.41% | -0.39% | -12.26% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.27% | +160.33% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.03% | +11.75% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.11% | +29.39% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.07% | +30.47% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.35% | +0.39% | +2172.06% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.04% | +58.70% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | +0.01% | +42.29% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | -0.05% | -18.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MOG-B | Moog Inc-class B | +0.9% | — | Unchanged |
| 2 | XOM | Exxon Mobil CORP | +0.8% | +11.87% | Add |
| 3 | CVX | Chevron CORP | +0.7% | +43.78% | Add |
| 4 | CAT | Caterpillar Inc | +0.6% | +150.76% | Add |
| 5 | AMAT | Applied Materials Inc | +0.5% | +86616.67% | Add |
| 6 | JNJ | Johnson & Johnson | +0.4% | -0.30% | Trim |
| 7 | GE | General Electric | +0.4% | +86.49% | Add |
| 8 | WMT | Walmart Inc | +0.4% | +0.32% | Add |
| 9 | MU | Micron Technology Inc | +0.4% | +129.44% | Add |
| 10 | LRCX | Lam Research CORP | +0.3% | +2172.06% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.3% | +6.21% | Add |
| 12 | COST | Costco Wholesale CORP | +0.3% | +8.15% | Add |
| 13 | RTX | Rtx CORP | +0.3% | +160.33% | Add |
| 14 | AMD | Advanced Micro Devices | +0.2% | +79.09% | Add |
| 15 | KO | Coca-cola Co/the | +0.2% | +4.58% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +9.70% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +58.70% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +42.29% | Add |
| 19 | MOG-A | Moog Inc-class A | +0.1% | -5.29% | Trim |
| 20 | MS | Morgan Stanley | +0.1% | +30.47% | Add |
| 21 | PM | Philip Morris International | +0.1% | +11.75% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +0.70% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 24 | PLTR | Palantir Technologies Inc-a | 0% | +29.39% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.74% | Add |
| 26 | ATRO | Astronics CORP | 0% | — | Unchanged |
| 27 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 28 | GEV | GE Vernova Inc | 0% | +3.38% | Add |
| 29 | KLAC | Kla CORP | 0% | — | Unchanged |
| 30 | GLTR | Abrdn Precious Metals Basket | 0% | — | Unchanged |
| 31 | SGOL | Abrdn Physical Gold Shares | 0% | — | Unchanged |
| 32 | CSX | Csx CORP | 0% | +0.35% | Add |
| 33 | GILD | Gilead Sciences Inc | 0% | +0.14% | Add |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +6.24% | Add |
| 35 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
| 36 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 37 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 38 | VZ | Verizon Communications Inc | 0% | +5.17% | Add |
| 39 | DGRO | Ishares Core Dividend Growth | 0% | +21.33% | Add |
| 40 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 41 | EIPI | Ft Energy Income ETF | 0% | — | Unchanged |
| 42 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 43 | MO | Altria Group Inc | 0% | — | Unchanged |
| 44 | APD | Air Products & Chemicals Inc | 0% | -9.42% | Trim |
| 45 | HD | Home Depot Inc | — | +0.68% | Add |
| 46 | SCHG | Schwab US Large-cap Growth | — | +0.08% | Add |
| 47 | PEP | Pepsico Inc | — | -15.78% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | -13.43% | Trim |
| 49 | NOW | Servicenow Inc | — | — | Unchanged |
| 50 | XLY | Ss Consumer Disc Select Sect | — | -22.06% | 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 378 disclosed positions in Q1 2026.
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, GOOGL) accounted for 32.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SLG
市值: $110.8K
Top Position Liquidated / Trimmed
ADP
前期市值: $529.1K
During Q1 2026, West Branch Capital LLC's top holdings by market value included AAPL (10.3%)、NVDA (9.6%)、GOOGL (7.0%). The largest single position, AAPL, represented 10.3% of total portfolio value.
In Q1 2026, West Branch Capital LLC made 160 total portfolio adjustments, initiating 14 new buys, adding to 47 positions, trimming 55 holdings, and fully liquidating 44 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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