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Latest West Branch Capital LLC Stock Portfolio

$430Million | No. of Holdings #355

West Branch Capital LLC Performance

2026 Q2+15.57%
YTD+9.81%
2025+17.24%

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

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Branch Capital LLC reported an equity portfolio of $430.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of West Branch Capital LLC are AAPL, NVDA, GOOG. The fund has invested 10% of it's portfolio in APPLE INC and 9.5% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), HONEYWELL INTL INC (HON) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), CONAGRA BRANDS INC (CAG) and ABBOTT LABORATORIES (ABT). West Branch Capital LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES INC (ACWV) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), INTEL CORP (INTC) and WASTE MGMT INC DEL (WM).
West Branch Capital LLC Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$430Million
  as of Jul 10, 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 15.57% in the last quarter. In trailing 12 months, it's portfolio return was 25.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t125,748
ishares inc102,764
vanguard index fds66,648
invesco exchange traded fd t35,024
ishares silver tr26,830
honeywell aerospace inc25,867
welltower inc22,697
space exploration techn corp18,453
New stocks bought by West Branch Capital LLC

Additions

Ticker% Inc.
blackstone inc26,600
intel corp2,046
waste mgmt inc del887
vanguard world fd611
vanguard scottsdale fds557
vanguard admiral fds inc501
novo-nordisk a s426
ishares tr300
Additions to existing portfolio by West Branch Capital LLC

Reductions

Ticker% Reduced
t-mobile us inc-93.09
conagra brands inc-83.92
abbott laboratories-83.53
american express co-75.98
international business machs-73.28
zoom communications inc-68.75
american tower corp-65.52
constellation energy corp-65.5
West Branch Capital LLC reduced stake in above stock

Sold off

Ticker$ Sold
outdoor holding co-4,939
newell brands inc-2,943
jetblue airways corp-3,280
eos energy enterprises inc-3,582
frontier group hldgs inc-2,193
select sector spdr tr-55,320
v f corp-5,403
vestis corporation-2,500
West Branch Capital LLC got rid off the above stocks

Sector Distribution

West Branch Capital LLC has about 36.2% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Industrials
  • Energy
Sector%
Technology36.2
Others17.7
Communication Services10.3
Consumer Cyclical8.1
Healthcare8
Financial Services7.8
Consumer Defensive6.7
Industrials2.7
Energy2.3

Market Cap. Distribution

West Branch Capital LLC has about 82.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP80.2
UNALLOCATED17.7
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
Others18
Top 5 Winners (%)%
AMD
advanced micro devices inc
170.9 %
MU
micron technology inc
152.8 %
CEVA
ceva inc
152.4 %
STX
seagate technology hldngs pl
140.3 %
AMAT
applied matls inc
102.4 %
Top 5 Winners ($)$
moog inc
8.0 M
GOOG
alphabet inc
6.3 M
MU
micron technology inc
6.0 M
AAPL
apple inc
5.3 M
NVDA
nvidia corporation
5.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.4 %
IVOG
vanguard admiral fds inc
-69.5 %
IJR
ishares tr
-60.3 %
BZQ
proshares tr
-40.0 %
CHWY
chewy inc
-27.2 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-1.4 M
CVX
chevron corporation
-1.0 M
WMT
walmart inc
-0.8 M
NFLX
netflix inc.
-0.8 M
VAW
vanguard world fd
-0.4 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 355 stocks in it's portfolio. About 56% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. was the most profitable stock for West Branch Capital LLC last quarter.

$430.26MTotal Value
397Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of West Branch Capital LLC, last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.12%6,815
$518.7K
0.12%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.06%3,025
$241.9K
0.06%
decreased 6.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0.01%335
$32.3K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
West Branch Capital LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
West Branch Capital LLC's holding in Ishares Tr over time
0.02%1,382
$104.7K
0.02%
decreased 16.8 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
West Branch Capital LLC's holding in Ishares Inc over time
0.02%2,484
$102.8K
0.02%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
West Branch Capital LLC's holding in Ishares Inc over time
0.01%500
$60.4K
0.01%
unchanged 0 percentunchanged
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
$15.7K
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%688
$12.3K
0%
increased 1.33 percentadded