Latest West Branch Capital LLC Stock Portfolio
West Branch Capital LLC Performance:
2025 Q3: 9.53%YTD: 12.78%2024: 30.31%
Performance for 2025 Q3 is 9.53%, and YTD is 12.78%, and 2024 is 30.31%.
About West Branch Capital LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, West Branch Capital LLC reported an equity portfolio of $381.1 Millions as of 30 Sep, 2025.
The top stock holdings of West Branch Capital LLC are NVDA, AAPL, MSFT. The fund has invested 10.6% of it's portfolio in NVIDIA CORPORATION and 10.2% of portfolio in APPLE INC.
The fund managers got completely rid off INTUIT (INTU), ISHARES TR (AAXJ) and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), SHERWIN WILLIAMS CO (SHW) and INTEL CORP (INTC). West Branch Capital LLC opened new stock positions in ASML HOLDING N V, FREEPORT-MCMORAN INC (FCX) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to MARSH & MCLENNAN COS INC (MMC), GOLDMAN SACHS GROUP INC (GS) and ADVANCED MICRO DEVICES INC (AMD).
The top stock holdings of West Branch Capital LLC are NVDA, AAPL, MSFT. The fund has invested 10.6% of it's portfolio in NVIDIA CORPORATION and 10.2% of portfolio in APPLE INC.
The fund managers got completely rid off INTUIT (INTU), ISHARES TR (AAXJ) and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), SHERWIN WILLIAMS CO (SHW) and INTEL CORP (INTC). West Branch Capital LLC opened new stock positions in ASML HOLDING N V, FREEPORT-MCMORAN INC (FCX) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to MARSH & MCLENNAN COS INC (MMC), GOLDMAN SACHS GROUP INC (GS) and ADVANCED MICRO DEVICES INC (AMD).
West Branch Capital LLC Annual Return Estimates Vs S&P 500
Our best estimate is that West Branch Capital LLC made a return of 9.53% in the last quarter. In trailing 12 months, it's portfolio return was 16.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| asml holding n v | 71,639 |
| freeport-mcmoran inc | 39,220 |
| ishares tr | 36,434 |
| nasdaq inc | 28,570 |
| schwab charles corp | 27,400 |
| raymond james finl inc | 26,063 |
| ferguson enterprises inc | 24,480 |
| avery dennison corp | 17,028 |
New stocks bought by West Branch Capital LLC
Additions
| Ticker | % Inc. |
|---|---|
| marsh & mclennan cos inc | 1,425 |
| goldman sachs group inc | 1,190 |
| advanced micro devices inc | 1,000 |
| united rentals inc | 300 |
| nike inc | 202 |
| spdr gold tr | 117 |
| ishares tr | 115 |
| morgan stanley | 110 |
Additions to existing portfolio by West Branch Capital LLC
Reductions
| Ticker | % Reduced |
|---|---|
| boston scientific corp | -99.21 |
| sherwin williams co | -94.74 |
| intel corp | -85.22 |
| vanguard index fds | -79.37 |
| starbucks corp | -78.75 |
| first tr exchange traded fd | -68.36 |
| douglas dynamics inc | -53.35 |
| hp inc | -50.51 |
West Branch Capital LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| everi hldgs inc | -35,600 |
| ishares tr | -221,144 |
| robinhood mkts inc | -93,630 |
| pinterest inc | -35,860 |
| duluth hldgs inc | -1,242 |
| colgate palmolive co | -49,995 |
| intuit | -313,477 |
| ishares tr | -19,171 |
West Branch Capital LLC got rid off the above stocks
Sector Distribution
West Branch Capital LLC has about 36.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 36.9 |
| Others | 15.4 |
| Communication Services | 10 |
| Consumer Cyclical | 9.7 |
| Financial Services | 8.4 |
| Healthcare | 8.2 |
| Consumer Defensive | 7.2 |
| Energy | 1.8 |
| Industrials | 1.7 |
Market Cap. Distribution
West Branch Capital LLC has about 84.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 75.8 |
| UNALLOCATED | 15.4 |
| LARGE-CAP | 8.7 |
Stocks belong to which Index?
About 84.1% of the stocks held by West Branch Capital LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 84.1 |
| Others | 15.8 |
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 452 stocks in it's portfolio. About 56.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for West Branch Capital LLC last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 10.17 | 152,225 | 38,761,200 | reduced | -0.26 | ||
| AAXJ | ishares tr | 0.11 | 6,585 | 428,091 | added | 115 | ||
| AAXJ | ishares tr | 0.09 | 4,162 | 337,913 | added | 2.97 | ||
| AAXJ | ishares tr | 0.01 | 335 | 31,889 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 1.82 | 29,971 | 6,939,490 | added | 1.08 | ||
| ABT | abbott labs | 0.71 | 20,227 | 2,709,230 | added | 5.64 | ||
| ACHR | archer aviation inc | 0.00 | 132 | 1,265 | unchanged | 0.00 | ||
| ACIO | etf ser solutions | 0.00 | 4.00 | 197 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.20 | 3,171 | 781,856 | reduced | -23.94 | ||
| ACWF | ishares tr | 0.05 | 2,721 | 185,239 | added | 0.55 | ||
| ACWV | ishares inc | 0.01 | 500 | 50,150 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.08 | 832 | 293,488 | added | 92.59 | ||
| ADI | analog devices inc | 0.01 | 205 | 50,369 | added | 56.49 | ||
| ADM | archer daniels midland co | 0.01 | 695 | 41,520 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.27 | 3,500 | 1,027,280 | added | 1.89 | ||
| AEE | ameren corp | 0.00 | 2.00 | 209 | unchanged | 0.00 | ||
| AEP | american elec pwr co inc | 0.00 | 50.00 | 5,625 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 656 | 11,665 | added | 1.71 | ||
| AFL | aflac inc | 0.02 | 622 | 69,478 | added | 47.04 | ||