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Latest West Branch Capital LLC Stock Portfolio

$441Million | No. of Holdings #388

West Branch Capital LLC Performance

2026 Q3+2.70%
YTD+12.80%
2025+17.24%

About West Branch Capital LLC and 13F Hedge Fund Stock Holdings

On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Branch Capital LLC reported an equity portfolio of $441.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of West Branch Capital LLC are AAPL, NVDA, GOOG. The fund has invested 11% of it's portfolio in APPLE INC and 10.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CHUBB LIMITED (CB) and HEWLETT PACKARD ENTERPRISE C (HPE) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), INTERNATIONAL BUSINESS MACHS (IBM) and AFLAC INC (AFL). West Branch Capital LLC opened new stock positions in MODERNA INC (MRNA), AMPHENOL CORP (APH) and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to TJX COS INC NEW (TJX), ASTRONICS CORP (ATRO) and YUM BRANDS INC (YUM).
West Branch Capital LLC Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$441Million
  as of Oct 20, 2026

West Branch Capital LLC Annual Return Estimates Vs S&P 500

Our best estimate is that West Branch Capital LLC made a return of 2.7% in the last quarter. In trailing 12 months, it's portfolio return was 16.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
moderna inc192,570
amphenol corp168,600
palo alto networks inc108,863
revolution medicines inc102,630
solaris energy infras inc71,180
ishares tr37,467
blackrock etf trust34,840
blackrock etf trust24,992
New stocks bought by West Branch Capital LLC

Additions

Ticker% Inc.
tjx cos inc new1,369
astronics corp771
yum brands inc744
ishares tr63.33
ge vernova inc44.19
intel corp34.53
ishares tr28.22
merck & co inc21.58
Additions to existing portfolio by West Branch Capital LLC

Reductions

Ticker% Reduced
salesforce inc-78.4
international business machs-74.93
aflac inc-66.89
blackrock muniyild qult fd i-58.33
united parcel svcs inc-50.00
adobe inc-48.53
hp inc-46.08
texas instrs inc-43.00
West Branch Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-5,770,540
hewlett packard enterprise c-9,022
chubb limited-19,763
nike inc-1,971
johnson controls internation-4,530
dover corp-3,589
West Branch Capital LLC got rid off the above stocks

Sector Distribution

West Branch Capital LLC has about 38.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Energy
Sector%
Technology38.7
Others16.8
Communication Services10.2
Healthcare7.9
Financial Services7.8
Consumer Cyclical7.8
Consumer Defensive6.5
Industrials2.9
Energy1.1

Market Cap. Distribution

West Branch Capital LLC has about 82.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP80.4
UNALLOCATED16.8
LARGE-CAP2

Stocks belong to which Index?

About 81.8% of the stocks held by West Branch Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50081.8
Others17.4
Top 5 Winners (%)%
PLTR
palantir technologies inc
55.3 %
PSX
phillips 66
51.0 %
VLO
valero energy corp
48.8 %
ishares bitcoin trust etf
42.2 %
NET
cloudflare inc
41.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
7.7 M
AAPL
apple inc
6.4 M
NVDA
nvidia corporation
5.8 M
META
meta platforms inc
2.1 M
AMZN
amazon com inc
1.0 M
Top 5 Losers (%)%
KPTI
karyopharm therapeutics inc
-86.7 %
RUN
sunrun inc
-41.8 %
REZI
resideo technologies inc
-41.6 %
GLW
corning inc
-39.8 %
KLAC
kla corp
-30.3 %
Top 5 Losers ($)$
moog inc
-2.4 M
AMAT
applied matls inc
-1.2 M
CAT
caterpillar inc
-1.2 M
GOOG
alphabet inc
-1.2 M
HD
home depot inc
-1.0 M

West Branch Capital LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of West Branch Capital LLC

West Branch Capital LLC has 388 stocks in it's portfolio. About 58% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for West Branch Capital LLC last quarter.

$441.74MTotal Value
394Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of West Branch Capital LLC, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.12%6,815
$515.4K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.05%3,025
$233.6K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.01%335
$30.4K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0%144
$21.1K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0%178
$3.0K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
West Branch Capital LLC's holding in Ishares Tr over time
0.03%1,772
$133.6K
0.03%
increased 28.22 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
West Branch Capital LLC's holding in Ishares Inc over time
0.02%2,484
$102.6K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
West Branch Capital LLC's holding in Ishares Inc over time
0.01%500
$60.7K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
West Branch Capital LLC's holding in Ishares Inc over time
0%224
$11.7K
0%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
West Branch Capital LLC's holding in Agnico Eagle Mines Ltd over time
0%101
$18.5K
0%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
West Branch Capital LLC's holding in Vaneck Etf Trust over time
0%698
$12.2K
0%
increased 1.45 percentadded