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

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $299.75 million in total holdings as of March 31, 2025.
West Branch Capital LLC owns shares of 530 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 5.81% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 544 new stocks and bought additional shares in 100 stocks.
West Branch Capital LLC sold shares of 73 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Apple: $34,404,355
NVIDIA: $24,018,076
Microsoft: $20,899,465
Amazon.com: $16,592,266
SPDR S&P 500 ETF Trust: $15,733,497

Largest New Holdings this Quarter

097023105 - Boeing: $170,550 Holding
37954Y384 - Global X Cybersecurity ETF: $161,700 Holding
49714P108 - Kinsale Capital Group: $121,678 Holding
042068205 - ARM HOLDINGS PLC: $106,790 Holding
032095101 - Amphenol: $57,064 Holding

Largest Purchases this Quarter

Meta Platforms: 1,820 shares (about $1.05M)
Berkshire Hathaway: 1,636 shares (about $871.29K)
SPDR S&P 500 ETF Trust: 1,038 shares (about $580.65K)
GE Aerospace: 2,744 shares (about $549.22K)
International Business Machines: 2,121 shares (about $527.43K)

Largest Sales this Quarter

NVIDIA: 25,924 shares (about $2.81M)
Adobe: 4,216 shares (about $1.62M)
Advanced Micro Devices: 3,860 shares (about $397.03K)
CrowdStrike: 1,000 shares (about $352.60K)
Lockheed Martin: 752 shares (about $335.96K)

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
AAPL Apple	$34,404,355	$32,653 ▲	0.1%	154,884	11.5%	Computer and Technology
NVDA NVIDIA	$24,018,076	$2,809,641 ▼	-10.5%	221,610	8.0%	Computer and Technology
MSFT Microsoft	$20,899,465	$494,764 ▲	2.4%	55,674	7.0%	Computer and Technology
AMZN Amazon.com	$16,592,266	$403,353 ▲	2.5%	87,208	5.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$15,733,497	$580,650 ▲	3.8%	28,126	5.2%	Finance
GOOGL Alphabet	$13,877,656	$417,063 ▲	3.1%	89,742	4.6%	Computer and Technology
PG Procter & Gamble	$10,647,846	$333,001 ▲	3.2%	62,480	3.6%	Consumer Staples
MOG.B Moog	$10,314,962		0.0%	60,114	3.4%	Aerospace
JPM JPMorgan Chase & Co.	$8,365,172	$275,470 ▲	3.4%	34,102	2.8%	Finance
V Visa	$7,350,435	$237,959 ▲	3.3%	20,974	2.5%	Business Services
WMT Walmart	$6,429,651	$291,814 ▲	4.8%	73,239	2.1%	Retail/Wholesale
ABBV AbbVie	$6,153,213	$130,951 ▲	2.2%	29,368	2.1%	Medical
UNH UnitedHealth Group	$6,121,966	$271,820 ▲	4.6%	11,689	2.0%	Medical
META Meta Platforms	$5,818,556	$1,049,012 ▲	22.0%	10,095	1.9%	Computer and Technology
ORCL Oracle	$5,533,976	$298,355 ▲	5.7%	39,582	1.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$5,269,091	$47,763 ▼	-0.9%	9,377	1.8%	ETF
AVGO Broadcom	$5,138,692	$465,282 ▲	10.0%	30,692	1.7%	Computer and Technology
HD Home Depot	$4,927,245	$188,382 ▲	4.0%	13,444	1.6%	Retail/Wholesale
LLY Eli Lilly and Company	$4,736,961	$504,670 ▲	11.9%	5,735	1.6%	Medical
JNJ Johnson & Johnson	$4,212,403	$309,462 ▲	7.9%	25,400	1.4%	Medical
MA Mastercard	$4,203,440	$414,370 ▲	10.9%	7,669	1.4%	Business Services
XOM Exxon Mobil	$4,128,873	$475,599 ▲	13.0%	34,717	1.4%	Energy
BRK.B Berkshire Hathaway	$3,643,886	$871,295 ▲	31.4%	6,842	1.2%	Finance
MCD McDonald's	$3,340,213	$229,595 ▲	7.4%	10,693	1.1%	Retail/Wholesale
COST Costco Wholesale	$3,246,386	$409,582 ▲	14.4%	3,432	1.1%	Retail/Wholesale
CSCO Cisco Systems	$2,989,467	$240,668 ▲	8.8%	48,444	1.0%	Computer and Technology
KO Coca-Cola	$2,931,762	$367,267 ▲	14.3%	40,935	1.0%	Consumer Staples
BAC Bank of America	$2,482,565	$304,880 ▲	14.0%	59,491	0.8%	Finance
ABT Abbott Laboratories	$2,344,822	$275,908 ▲	13.3%	17,677	0.8%	Medical
PEP PepsiCo	$2,333,221	$46,481 ▼	-2.0%	15,561	0.8%	Consumer Staples
NFLX Netflix	$2,332,371	$431,782 ▲	22.7%	2,501	0.8%	Consumer Discretionary
TSLA Tesla	$2,302,033	$448,330 ▲	24.2%	8,883	0.8%	Auto/Tires/Trucks
MRK Merck & Co., Inc.	$2,245,420	$300,604 ▲	15.5%	25,016	0.7%	Medical
CVX Chevron	$2,116,758	$495,856 ▲	30.6%	12,653	0.7%	Energy
TMUS T-Mobile US	$1,945,064	$415,790 ▲	27.2%	7,293	0.6%	Computer and Technology
BKNG Booking	$1,690,819	$69,107 ▼	-3.9%	367	0.6%	Retail/Wholesale
WFC Wells Fargo & Company	$1,585,916	$352,059 ▲	28.5%	22,091	0.5%	Finance
CRM Salesforce	$1,575,650	$442,288 ▲	39.0%	5,871	0.5%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$1,498,536	$128,914 ▼	-7.9%	8,044	0.5%	ETF
TMO Thermo Fisher Scientific	$1,496,635	$147,275 ▲	10.9%	3,008	0.5%	Medical
ACN Accenture	$1,378,446	$297,654 ▲	27.5%	4,418	0.5%	Computer and Technology
LINDE PLC	$1,376,085	$410,264 ▲	42.5%	2,955	0.5%	SHS
MOG.A Moog	$1,350,744	$53,045 ▼	-3.8%	7,792	0.5%	Aerospace
BLACKROCK INC	$1,158,020	$17,030 ▼	-1.4%	1,224	0.4%	COM
ADP Automatic Data Processing	$1,126,580	$9,778 ▼	-0.9%	3,687	0.4%	Business Services
GOOG Alphabet	$1,124,194	$4,062 ▼	-0.4%	7,196	0.4%	Computer and Technology
IBM International Business Machines	$1,100,611	$527,428 ▲	92.0%	4,426	0.4%	Computer and Technology
UNP Union Pacific	$854,921	$117,879 ▼	-12.1%	3,619	0.3%	Transportation
MTB M&T Bank	$741,813	$1,430 ▲	0.2%	4,150	0.2%	Finance
GE GE Aerospace	$684,323	$549,220 ▲	406.5%	3,419	0.2%	Industrials
VYM Vanguard High Dividend Yield ETF	$671,293	$201,065 ▼	-23.0%	5,205	0.2%	ETF
LMT Lockheed Martin	$566,045	$335,964 ▼	-37.2%	1,267	0.2%	Aerospace
SCHG Schwab U.S. Large-Cap Growth ETF	$534,349	$300 ▲	0.1%	21,340	0.2%	ETF
PM Philip Morris International	$518,254	$421,905 ▲	437.9%	3,265	0.2%	Consumer Staples
GILD Gilead Sciences	$460,881	$95,807 ▼	-17.2%	4,113	0.2%	Medical
AMGN Amgen	$433,678	$14,643 ▼	-3.3%	1,392	0.1%	Medical
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$392,715		0.0%	4,978	0.1%	ETF
GLW Corning	$392,678	$36,809 ▼	-8.6%	8,577	0.1%	Computer and Technology
IAU iShares Gold Trust	$390,905	$96,105 ▲	32.6%	6,630	0.1%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$386,977	$36,721 ▼	-8.7%	3,172	0.1%	ETF
GLTR Aberdeen Standard Physical Precious Metals Basket Shares ETF	$383,879	$3,884 ▼	-1.0%	2,965	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$340,582		0.0%	3,443	0.1%	Finance
ISRG Intuitive Surgical	$339,260	$81,224 ▲	31.5%	685	0.1%	Medical
SGOL abrdn Physical Gold Shares ETF	$335,565		0.0%	11,253	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$322,703		0.0%	1,664	0.1%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$318,859	$254 ▲	0.1%	2,509	0.1%	Manufacturing
VTI Vanguard Total Stock Market ETF	$316,856	$8,519 ▼	-2.6%	1,153	0.1%	ETF
CSX CSX	$306,277	$2,649 ▲	0.9%	10,407	0.1%	Transportation
RTX RTX	$305,917	$14,567 ▼	-4.5%	2,310	0.1%	Aerospace
ETN Eaton	$304,722	$213,931 ▼	-41.2%	1,121	0.1%	Industrials
VOO Vanguard S&P 500 ETF	$278,726	$13,371 ▼	-4.6%	542	0.1%	ETF
IVE iShares S&P 500 Value ETF	$258,236		0.0%	1,355	0.1%	ETF
GM General Motors	$256,323	$35,086 ▼	-12.0%	5,450	0.1%	Auto/Tires/Trucks
SPGP Invesco S&P 500 GARP ETF	$250,007		0.0%	2,503	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$249,264	$46,953 ▼	-15.9%	722	0.1%	Finance
DUK Duke Energy	$241,257	$6,830 ▼	-2.8%	1,978	0.1%	Utilities
AXP American Express	$239,186	$230,576 ▼	-49.1%	889	0.1%	Finance
UNM Unum Group	$220,676		0.0%	2,709	0.1%	Finance
SHV iShares Short Treasury Bond ETF	$218,924	$1,546 ▲	0.7%	1,982	0.1%	ETF
QCOM QUALCOMM	$215,054	$74,654 ▼	-25.8%	1,400	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$194,267		0.0%	538	0.1%	ETF
SYY Sysco	$178,818	$46,374 ▼	-20.6%	2,383	0.1%	Consumer Staples
ED Consolidated Edison	$176,944		0.0%	1,600	0.1%	Utilities
IWD iShares Russell 1000 Value ETF	$176,871		0.0%	940	0.1%	ETF
BMY Bristol-Myers Squibb	$174,589		0.0%	2,863	0.1%	Medical
T AT&T	$170,840	$50,819 ▲	42.3%	6,041	0.1%	Computer and Technology
BA Boeing	$170,550	$170,550 ▲	New Holding	1,000	0.1%	Aerospace
VZ Verizon Communications	$169,786		0.0%	3,743	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$169,391	$168,800 ▲	28,571.4%	2,007	0.1%	CL A
ACWX iShares MSCI ACWI ex U.S. ETF	$169,123	$77,630 ▲	84.8%	3,050	0.1%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$166,321	$803 ▲	0.5%	2,692	0.1%	ETF
OEF iShares S&P 100 ETF	$166,083	$271 ▲	0.2%	613	0.1%	ETF
MCHP Microchip Technology	$165,258	$4,308 ▼	-2.5%	3,414	0.1%	Computer and Technology
BUG Global X Cybersecurity ETF	$161,700	$161,700 ▲	New Holding	5,000	0.1%	Manufacturing
ADBE Adobe	$140,756	$1,616,968 ▼	-92.0%	367	0.0%	Computer and Technology
PLD Prologis	$139,626	$1,230 ▲	0.9%	1,249	0.0%	Finance
ATRO Astronics	$137,769		0.0%	5,700	0.0%	Aerospace
NSC Norfolk Southern	$135,129	$71,943 ▼	-34.7%	571	0.0%	Transportation
SAN Banco Santander	$134,251	$134,003 ▲	54,054.1%	20,037	0.0%	Finance
CAT Caterpillar	$133,569	$25,065 ▼	-15.8%	405	0.0%	Industrials

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

Popular Tools

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Terms & Info

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