West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $338.14 million in total holdings as of June 30, 2025.
West Branch Capital LLC owns shares of 472 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 4.34% of the portfolio was purchased this quarter.
About 2.36% of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 530 new stocks and bought additional shares in 79 stocks.
West Branch Capital LLC sold shares of 110 stocks and completely divested from 70 stocks this quarter.

Largest Holdings

NVIDIA: $34,182,824
Apple: $31,312,087
Microsoft: $27,553,148
Amazon.com: $19,728,070
SPDR S&P 500 ETF Trust: $17,983,651

Largest New Holdings this Quarter

316188408 - Fidelity Low Duration Bond Factor ETF: $115,552 Holding
770700102 - Robinhood Markets: $93,630 Holding
72352L106 - Pinterest: $35,860 Holding
458140100 - Intel: $27,888 Holding
33739Q804 - FT Energy Income Partners Strategy ETF: $26,658 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 4,858 shares (about $2.36M)
Eli Lilly and Company: 2,498 shares (about $1.95M)
Johnson & Johnson: 7,130 shares (about $1.09M)
Boeing: 3,000 shares (about $628.59K)
SPDR S&P 500 ETF Trust: 981 shares (about $606.11K)

Largest Sales this Quarter

NVIDIA: 5,249 shares (about $829.29K)
Apple: 2,269 shares (about $465.53K)
Union Pacific: 1,899 shares (about $436.90K)
Vanguard Small-Cap Value ETF: 2,223 shares (about $433.51K)
Corning: 6,047 shares (about $317.98K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$34,182,824	$829,288 ▼	-2.4%	216,361	10.1%	Computer and Technology
AAPL Apple	$31,312,087	$465,532 ▼	-1.5%	152,615	9.3%	Computer and Technology
MSFT Microsoft	$27,553,148	$139,773 ▼	-0.5%	55,393	8.1%	Computer and Technology
AMZN Amazon.com	$19,728,070	$595,427 ▲	3.1%	89,922	5.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$17,983,651	$606,107 ▲	3.5%	29,107	5.3%	Finance
GOOGL Alphabet	$15,548,228	$266,988 ▼	-1.7%	88,227	4.6%	Computer and Technology
MOG.B Moog	$10,879,432		0.0%	60,114	3.2%	Aerospace
PG Procter & Gamble	$10,088,341	$133,989 ▲	1.3%	63,321	3.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$9,831,904	$54,503 ▼	-0.6%	33,914	2.9%	Finance
ORCL Oracle	$8,838,019	$184,303 ▲	2.1%	40,425	2.6%	Computer and Technology
AVGO Broadcom	$8,695,391	$235,130 ▲	2.8%	31,545	2.6%	Computer and Technology
META Meta Platforms	$7,981,545	$530,676 ▲	7.1%	10,814	2.4%	Computer and Technology
V Visa	$7,508,200	$61,423 ▲	0.8%	21,147	2.2%	Business Services
WMT Walmart	$7,256,145	$94,846 ▲	1.3%	74,209	2.1%	Retail/Wholesale
LLY Eli Lilly and Company	$6,417,811	$1,947,248 ▲	43.6%	8,233	1.9%	Medical
BRK.B Berkshire Hathaway	$5,683,485	$2,359,861 ▲	71.0%	11,700	1.7%	Finance
IVV iShares Core S&P 500 ETF	$5,625,951	$196,204 ▼	-3.4%	9,061	1.7%	ETF
ABBV AbbVie	$5,503,646	$52,345 ▲	1.0%	29,650	1.6%	Medical
HD Home Depot	$5,049,539	$120,262 ▲	2.4%	13,772	1.5%	Retail/Wholesale
JNJ Johnson & Johnson	$4,968,955	$1,089,107 ▲	28.1%	32,530	1.5%	Medical
MA Mastercard	$4,420,670	$111,261 ▲	2.6%	7,867	1.3%	Business Services
UNH UnitedHealth Group	$4,097,380	$450,793 ▲	12.4%	13,134	1.2%	Medical
XOM Exxon Mobil	$3,952,259	$209,778 ▲	5.6%	36,663	1.2%	Energy
NFLX Netflix	$3,630,544	$281,230 ▲	8.4%	2,711	1.1%	Consumer Discretionary
COST Costco Wholesale	$3,550,147	$152,460 ▲	4.5%	3,586	1.0%	Retail/Wholesale
CSCO Cisco Systems	$3,521,845	$160,822 ▲	4.8%	50,762	1.0%	Computer and Technology
MCD McDonald's	$3,251,056	$126,805 ▲	4.1%	11,127	1.0%	Retail/Wholesale
TSLA Tesla	$3,193,649	$371,968 ▲	13.2%	10,054	0.9%	Auto/Tires/Trucks
KO CocaCola	$3,037,303	$141,147 ▲	4.9%	42,930	0.9%	Consumer Staples
BAC Bank of America	$2,967,007	$151,897 ▲	5.4%	62,701	0.9%	Finance
ABT Abbott Laboratories	$2,604,168	$199,934 ▲	8.3%	19,147	0.8%	Medical
BKNG Booking	$2,127,581	$5,781 ▲	0.3%	368	0.6%	Retail/Wholesale
CVX Chevron	$2,032,553	$220,796 ▲	12.2%	14,195	0.6%	Energy
WFC Wells Fargo & Company	$1,994,941	$224,981 ▲	12.7%	24,899	0.6%	Finance
TMUS T-Mobile US	$1,944,776	$207,058 ▲	11.9%	8,162	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$1,923,267	$56,995 ▼	-2.9%	24,296	0.6%	Medical
CRM Salesforce	$1,835,768	$234,789 ▲	14.7%	6,732	0.5%	Computer and Technology
PEP PepsiCo	$1,798,300	$256,428 ▼	-12.5%	13,619	0.5%	Consumer Staples
LINDE PLC	$1,606,956	$220,517 ▲	15.9%	3,425	0.5%	SHS
IBM International Business Machines	$1,595,519	$290,925 ▲	22.3%	5,413	0.5%	Computer and Technology
MOG.A Moog	$1,373,925	$36,194 ▼	-2.6%	7,592	0.4%	Aerospace
GOOG Alphabet	$1,265,156	$11,353 ▼	-0.9%	7,132	0.4%	Computer and Technology
ACN Accenture	$1,246,210	$74,432 ▼	-5.6%	4,169	0.4%	Computer and Technology
BLACKROCK INC	$1,217,398	$67,167 ▼	-5.2%	1,160	0.4%	COM
GE GE Aerospace	$1,213,391	$333,335 ▲	37.9%	4,714	0.4%	Aerospace
VBR Vanguard Small-Cap Value ETF	$1,135,167	$433,512 ▼	-27.6%	5,821	0.3%	ETF
TMO Thermo Fisher Scientific	$1,094,413	$125,296 ▼	-10.3%	2,699	0.3%	Medical
ADP Automatic Data Processing	$1,059,388	$77,719 ▼	-6.8%	3,435	0.3%	Computer and Technology
PM Philip Morris International	$917,910	$323,272 ▲	54.4%	5,040	0.3%	Consumer Staples
BA Boeing	$838,120	$628,590 ▲	300.0%	4,000	0.2%	Aerospace
MTB M&T Bank	$645,793	$159,266 ▼	-19.8%	3,329	0.2%	Finance
LMT Lockheed Martin	$500,326	$86,631 ▼	-14.8%	1,080	0.1%	Aerospace
SCHG Schwab U.S. Large-Cap Growth ETF	$433,731	$189,598 ▼	-30.4%	14,849	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$422,684	$5,672 ▼	-1.3%	3,130	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$419,591	$274,394 ▼	-39.5%	3,147	0.1%	ETF
IAU iShares Gold Trust	$413,447		0.0%	6,630	0.1%	Finance
AXP American Express	$410,528	$126,954 ▲	44.8%	1,287	0.1%	Finance
GLTR abrdn Physical Precious Metals Basket Shares ETF	$409,615		0.0%	2,965	0.1%	ETF
UNP Union Pacific	$395,719	$436,901 ▼	-52.5%	1,720	0.1%	Transportation
ISRG Intuitive Surgical	$372,236		0.0%	685	0.1%	Medical
IUSG iShares Core S&P U.S. Growth ETF	$371,694	$5,716 ▼	-1.5%	2,471	0.1%	Manufacturing
SGOL abrdn Physical Gold Shares ETF	$342,493	$12,427 ▼	-3.5%	10,859	0.1%	ETF
AMGN Amgen	$340,916	$47,745 ▼	-12.3%	1,221	0.1%	Medical
VIG Vanguard Dividend Appreciation ETF	$340,469		0.0%	1,664	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$329,350	$55,755 ▲	20.4%	2,416	0.1%	CL A
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$325,988	$75,489 ▼	-18.8%	4,042	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$324,213	$26,132 ▼	-7.5%	1,067	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$321,706	$19,840 ▼	-5.8%	3,243	0.1%	Finance
T AT&T	$316,899	$142,069 ▲	81.3%	10,950	0.1%	Computer and Technology
INTU Intuit	$313,477	$195,332 ▲	165.3%	398	0.1%	Computer and Technology
NOW ServiceNow	$309,453	$197,392 ▲	176.1%	301	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$308,078		0.0%	542	0.1%	ETF
ETN Eaton	$266,315	$133,871 ▼	-33.5%	746	0.1%	Industrials
SPGP Invesco S&P 500 GARP ETF	$264,842	$4,739 ▼	-1.8%	2,459	0.1%	ETF
IVE iShares S&P 500 Value ETF	$264,795		0.0%	1,355	0.1%	ETF
MS Morgan Stanley	$249,886	$203,543 ▲	439.2%	1,774	0.1%	Finance
CSX CSX	$244,782	$94,787 ▼	-27.9%	7,502	0.1%	Transportation
MCHP Microchip Technology	$241,042	$774 ▲	0.3%	3,425	0.1%	Computer and Technology
GILD Gilead Sciences	$240,905	$215,074 ▼	-47.2%	2,173	0.1%	Medical
IWF iShares Russell 1000 Growth ETF	$228,425		0.0%	538	0.1%	ETF
QCOM QUALCOMM	$222,964		0.0%	1,400	0.1%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$221,144	$2,319 ▲	1.1%	2,003	0.1%	ETF
UNM Unum Group	$218,779		0.0%	2,709	0.1%	Finance
DUK Duke Energy	$216,884	$16,520 ▼	-7.1%	1,838	0.1%	Utilities
AJG Arthur J. Gallagher & Co.	$211,920	$19,207 ▼	-8.3%	662	0.1%	Finance
RTX RTX	$192,382	$144,797 ▼	-42.9%	1,318	0.1%	Aerospace
ATRO Astronics	$190,836		0.0%	5,700	0.1%	Aerospace
OEF iShares S&P 100 ETF	$187,021	$305 ▲	0.2%	614	0.1%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$185,867		0.0%	3,050	0.1%	Manufacturing
IWD iShares Russell 1000 Value ETF	$174,807	$7,769 ▼	-4.3%	900	0.1%	ETF
DGRO iShares Core Dividend Growth ETF	$173,029	$895 ▲	0.5%	2,706	0.1%	ETF
ADBE Adobe	$167,133	$25,147 ▲	17.7%	432	0.0%	Computer and Technology
CAT Caterpillar	$163,437	$6,211 ▲	4.0%	421	0.0%	Industrials
GM General Motors	$158,949	$109,247 ▼	-40.7%	3,230	0.0%	Auto/Tires/Trucks
NSC Norfolk Southern	$146,068		0.0%	571	0.0%	Transportation
QQQ Invesco QQQ	$141,772	$1,103 ▼	-0.8%	257	0.0%	Finance
GLW Corning	$133,040	$317,981 ▼	-70.5%	2,530	0.0%	Computer and Technology
DIS Walt Disney	$131,699	$129,219 ▲	5,210.0%	1,062	0.0%	Consumer Discretionary
PLD Prologis	$127,091	$4,205 ▼	-3.2%	1,209	0.0%	Finance
KLAC KLA	$126,300		0.0%	141	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Branch Capital LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools