Latest West Branch Capital LLC Stock Portfolio

West Branch Capital LLC Performance:

2026 Q1: -4.98%YTD: -4.98%2025: 17.24%

Performance for 2026 Q1 is -4.98%, and YTD is -4.98%, and 2025 is 17.24%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, West Branch Capital LLC reported an equity portfolio of $373.5 Millions as of 31 Mar, 2026.

The top stock holdings of West Branch Capital LLC are AAPL, NVDA, GOOG. The fund has invested 10.3% of it's portfolio in APPLE INC and 9.6% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN (ADP), BOEING CO (BA) and NORFOLK SOUTHN CORP (NSC) stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), 3M CO (MMM) and KINDER MORGAN INC DEL (KMI). West Branch Capital LLC opened new stock positions in SL GREEN RLTY CORP (SLG), ISHARES TR (IBCE) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATLS INC (AMAT), LAM RESEARCH CORP (LRCX) and ZOOM COMMUNICATIONS INC (ZM).

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

Our best estimate is that West Branch Capital LLC made a return of -4.98% in the last quarter. In trailing 12 months, it's portfolio return was 19.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sl green rlty corp	110,820
ishares tr	17,328
ishares tr	15,275
ishares tr	9,566
ishares tr	9,207
cohen & steers infrastructur	7,811
schwab strategic tr	6,900
blackrock etf trust	6,286

New stocks bought by West Branch Capital LLC

Additions

Ticker	% Inc.
applied matls inc	86,616
lam research corp	2,172
zoom communications inc	220
rtx corporation	160
caterpillar inc	150
micron technology inc	129
prospect cap corp	93.01
ge aerospace	86.49

Additions to existing portfolio by West Branch Capital LLC

Reductions

Ticker	% Reduced
s&p global inc	-98.67
3m co	-97.06
kinder morgan inc del	-96.69
salesforce inc	-95.5
uber technologies inc	-94.74
thermo fisher scientific inc	-81.02
union pac corp	-76.18
gartner inc	-75.29

West Branch Capital LLC reduced stake in above stock

Sold off

Ticker	$ Sold
automatic data processing in	-529,126
american airls group inc	-30,660
boeing co	-434,240
spdr series trust	-121,930
delta air lines inc del	-69,400
norfolk southn corp	-151,594
first tr exchange-traded fd	-13,749
invesco exch trd slf idx fd	-9,875

West Branch Capital LLC got rid off the above stocks

Sector Distribution

West Branch Capital LLC has about 33.8% of it's holdings in Technology sector.

Sector	%
Technology	33.8
Others	16.4
Communication Services	10.7
Consumer Cyclical	8.8
Financial Services	8.3
Healthcare	8
Consumer Defensive	7.9
Energy	3.2
Industrials	2.6

Market Cap. Distribution

West Branch Capital LLC has about 83.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	80.9
UNALLOCATED	16.4
LARGE-CAP	2.4

Stocks belong to which Index?

About 82.9% of the stocks held by West Branch Capital LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	82.9
Others	16.9

Top 5 Winners (%)		%
	solstice advanced matls inc	56.7 %
LNG	cheniere energy inc	46.1 %
GLW	corning inc	45.1 %
STX	seagate technology hldngs pl	42.3 %
PSX	phillips 66	41.2 %

Top 5 Winners ($)		$
	moog inc	2.8 M
XOM	exxon mobil corp	2.0 M
JNJ	johnson & johnson	1.3 M
CVX	chevron corporation	1.1 M
WMT	walmart inc	1.0 M

Top 5 Losers (%)		%
	net lease office properties	-55.0 %
TTD	the trade desk inc	-40.2 %
Z	zillow group inc	-39.3 %
DKNG	draftkings inc new	-37.3 %
BSX	boston scientific corp	-34.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-6.3 M
AAPL	apple inc	-2.7 M
NVDA	nvidia corporation	-2.5 M
GOOG	alphabet inc	-2.3 M
AMZN	amazon com inc	-2.1 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 378 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for West Branch Capital LLC last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAL	american airls group inc	0.00	0.00	0.00	sold off	-100

AAPL	apple inc	10.29	151,455	38,437,700	added	0.34

AAXJ	ishares tr	0.12	6,815	466,624	added	6.24

AAXJ	ishares tr	0.07	3,225	256,581	unchanged	0.00

AAXJ	ishares tr	0.01	335	31,467	unchanged	0.00

AAXJ	ishares tr	0.00	287	15,275	new

AAXJ	ishares tr	0.00	26.00	1,742	new

ABBV	abbvie inc	1.76	30,260	6,581,200	added	0.55

ABT	abbott laboratories	0.43	15,637	1,605,460	reduced	-17.71

ACHR	archer aviation inc	0.00	132	683	unchanged	0.00

ACN	accenture plc ireland	0.00	27.00	5,354	reduced	-49.06

ACWF	ishares tr	0.03	1,661	116,551	added	21.33

ACWV	ishares inc	0.02	500	58,020	unchanged	0.00

ADBE	adobe inc	0.02	337	81,918	unchanged	0.00

ADI	analog devices inc	0.01	99.00	31,496	unchanged	0.00

ADM	archer daniels midland co	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEE	ameren corp	0.00	2.00	220	unchanged	0.00

AEM	agnico eagle mines ltd	0.00	101	20,501	unchanged	0.00

AEP	american elec pwr co inc	0.00	50.00	6,554	unchanged	0.00