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CIK: 0001738723
Total reported value
$441.7M
$441.7M
355 檔
37.2%
As reported in its official Q2 2026 Form 13F filing, West Branch Capital LLC's tracked investment portfolio stood at $441.7M with 355 total positions.
West Branch Capital LLC executed strategic sector rebalancing during Q2 2026, establishing 18 new positions while fully exiting 25 holdings and trimming 58 positions.
Showing top 200 holdings (of 355 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.99% | +0.99% | -1.95% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.54% | +0.95% | -0.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.42% | -0.51% | -1.75% | |
| 4 | MOG-B | Moog Inc-class B | Stock-Other | 5.97% | -0.69% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.27% | +0.13% | +0.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.26% | -0.08% | +0.50% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | +1.61% | +0.23% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | -0.25% | -0.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.58% | -0.03% | -0.26% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.43% | -0.14% | +2.09% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.35% | -0.07% | +0.24% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 2.31% | -0.18% | +41.07% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.19% | +0.63% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.97% | +0.03% | +0.10% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.78% | +0.02% | +0.57% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | +0.05% | +0.36% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | +0.47% | +4.55% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.02% | +0.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.02% | +3.89% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.48% | -0.14% | +0.36% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.47% | -0.10% | +0.84% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -1.34% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.20% | -0.16% | +2.48% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.20% | +0.06% | +6.19% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.24% | +0.92% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 1.14% | -0.27% | +2.90% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.12% | -0.15% | +0.99% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | +0.08% | +1.64% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.95% | -0.25% | +8.80% | |
| 30 | GE | General Electric | Stock-Industrials | 0.95% | -0.15% | +1.69% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.02% | +1.95% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.92% | +0.06% | +1.22% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | -0.04% | +0.72% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.90% | +0.20% | +0.70% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.74% | -0.18% | +19.06% | |
| 36 | MOG-A | Moog Inc-class A | Stock-Other | 0.67% | -0.09% | -0.72% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | -0.03% | +6.32% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | — | +3.22% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.08% | -23.53% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.43% | -0.02% | +7.81% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | +0.02% | -4.14% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | -0.01% | +9.88% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | +0.19% | -0.25% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.25% | +0.08% | +11.69% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.25% | -0.06% | -57.60% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.24% | +0.01% | +103.57% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | -0.03% | -19.70% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.14% | -0.08% | +1309.93% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.13% | +0.01% | +2046.74% | |
| 50 | MTB | M & T Bank CORP | Stock-Financials | 0.13% | -0.02% | -4.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.8% | +41.07% | Add |
| 2 | MOG-B | Moog Inc-class B | +1.2% | — | Unchanged |
| 3 | AMD | Advanced Micro Devices | +0.7% | +6.19% | Add |
| 4 | AMAT | Applied Materials Inc | +0.5% | +8.80% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.75% | Trim |
| 6 | LRCX | Lam Research CORP | +0.4% | +19.06% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.4% | +0.36% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | +2.09% | Add |
| 9 | CAT | Caterpillar Inc | +0.3% | +2.90% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +0.99% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -0.55% | Trim |
| 12 | GE | General Electric | +0.1% | +1.69% | Add |
| 13 | MOG-A | Moog Inc-class A | +0.1% | -0.72% | Trim |
| 14 | INTC | Intel CORP | +0.1% | +2046.74% | Add |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | +103.57% | Add |
| 16 | KLAC | Kla CORP | +0.1% | +1309.93% | Add |
| 17 | VONE | Vanguard Russell 1000 | +0.1% | +557.54% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +6.32% | Add |
| 19 | MS | Morgan Stanley | +0.1% | +7.81% | Add |
| 20 | GS | Goldman Sachs Group Inc | 0% | +9.88% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | +113.10% | Add |
| 22 | WM | Waste Management Inc | 0% | +887.32% | Add |
| 23 | GEV | GE Vernova Inc | 0% | +74.51% | Add |
| 24 | GLW | Corning Inc | 0% | +30.51% | Add |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 26 | ABBV | Abbvie Inc | 0% | +0.57% | Add |
| 27 | BAC | Bank Of America CORP | 0% | +0.72% | Add |
| 28 | STX | Seagate Technology Holdings plc | 0% | -8.17% | Trim |
| 29 | EWG | Ishares Msci Germany ETF | 0% | NEW | New buy |
| 30 | TXN | Texas Instruments Inc | 0% | +84.82% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.50% | Add |
| 33 | TSLA | Tesla Inc | 0% | +2.48% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | +11.69% | Add |
| 35 | QCOM | Qualcomm Inc | 0% | +3.57% | Add |
| 36 | ATRO | Astronics CORP | 0% | — | Unchanged |
| 37 | SLG | Sl Green Realty CORP | 0% | — | Unchanged |
| 38 | UNM | Unum Group | 0% | — | Unchanged |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 40 | CVS | Cvs Health CORP | 0% | +28.14% | Add |
| 41 | RSPT | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 42 | BX | Blackstone Inc | 0% | +26600.00% | Add |
| 43 | SLV | Ishares Silver Trust | 0% | NEW | New buy |
| 44 | ✓ | 0% | NEW | New buy | |
| 45 | WELL | Welltower Inc | 0% | NEW | New buy |
| 46 | IVV | Ishares Core S&p 500 ETF | — | +0.65% | Add |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | — | — | Unchanged |
| 48 | MTB | M & T Bank CORP | — | -4.15% | Trim |
| 49 | MCHP | Microchip Technology Inc | — | -4.73% | Trim |
| 50 | AMGN | Amgen Inc | — | +8.26% | Add |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $441.7M across 355 disclosed positions in Q2 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 37.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
RSP
市值: $125.7K
Top Position Liquidated / Trimmed
XLC
前期市值: $55.3K
During Q2 2026, West Branch Capital LLC's top holdings by market value included AAPL (10.0%)、NVDA (9.5%)、GOOGL (7.4%). The largest single position, AAPL, represented 10.0% of total portfolio value.
In Q2 2026, West Branch Capital LLC made 160 total portfolio adjustments, initiating 18 new buys, adding to 59 positions, trimming 58 holdings, and fully liquidating 25 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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