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West Branch Capital LLC 13F holdings

Filed 2026-07-10 · West Branch Capital LLC · 355 positions · $430.3M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC148.5K$43.0M10.0%
NVDANVIDIA CORPORATION205.1K$41.0M9.5%
GOOGLALPHABET INC89.4K$31.9M7.4%
—MOOG INC60.1K$25.7M6.0%
AMZNAMAZON COM INC95.2K$22.7M5.3%
SPYSTATE STR SPDR S&P 500 ETF T30.3K$22.6M5.3%
MSFTMICROSOFT CORP55.0K$20.5M4.8%
AVGOBROADCOM INC31.9K$12.1M2.8%
JPMJPMORGAN CHASE & CO33.9K$11.1M2.6%
LLYELI LILLY & CO8.7K$10.4M2.4%
PGPROCTER & GAMBLE CO68.9K$10.1M2.3%
MUMICRON TECHNOLOGY INC8.6K$9.9M2.3%
WMTWALMART INC76.8K$8.7M2.0%
JNJJOHNSON & JOHNSON33.4K$8.5M2.0%
ABBVABBVIE INC30.4K$7.7M1.8%
VVISA INC22.0K$7.6M1.8%
METAMETA PLATFORMS INC12.6K$7.1M1.7%
IVVISHARES TR9.2K$6.9M1.6%
BRK-BBERKSHIRE HATHAWAY INC DEL13.0K$6.5M1.5%
CSCOCISCO SYS INC54.3K$6.4M1.5%
ORCLORACLE CORP43.0K$6.3M1.5%
EXMOCEXXON MOBIL CORP42.2K$5.8M1.3%
TSLATESLA INC12.3K$5.2M1.2%
AMDADVANCED MICRO DEVICES INC8.9K$5.2M1.2%
HDHOME DEPOT INC14.5K$5.1M1.2%
CATCATERPILLAR INC4.6K$4.9M1.1%
UNHUNITEDHEALTH GROUP INC11.6K$4.8M1.1%
MAMASTERCARD INCORPORATED8.6K$4.4M1.0%
AMATAPPLIED MATLS INC5.7K$4.1M1.0%
GEGE AEROSPACE10.9K$4.1M1.0%
COSTCOSTCO WHOLESALE CORPORATION4.3K$4.0M0.9%
KOCOCA COLA CO49.0K$4.0M0.9%
BACBANK OF AMER CORP68.5K$3.9M0.9%
CVXCHEVRON CORPORATION23.4K$3.9M0.9%
LRCXLAM RESEARCH CORP7.4K$3.2M0.7%
MOG-AMOOG INC6.8K$2.9M0.7%
GOOGALPHABET INC7.2K$2.6M0.6%
NFLXNETFLIX INC.33.4K$2.4M0.6%
WFCWELLS FARGO & CO22.5K$1.9M0.4%
MSMORGAN STANLEY8.8K$1.8M0.4%
PMPHILIP MORRIS INTL INC8.5K$1.5M0.4%
GSGOLDMAN SACHS GROUP INC1.4K$1.4M0.3%
PLTRPALANTIR TECHNOLOGIES INC9.5K$1.1M0.3%
MRKMERCK & CO INC8.3K$1.1M0.2%
MCDMCDONALDS CORP3.9K$1.1M0.2%
SCHGSCHWAB STRATEGIC TR30.3K$1.0M0.2%
VBRVANGUARD INDEX FDS2.9K$706,3720.2%
KLACKLA CORP2.0K$599,8000.1%
INTCINTEL CORP4.0K$551,5390.1%
MTBM & T BK CORP2.3K$538,6170.1%
RTXRTX CORPORATION2.8K$531,9500.1%
IBMINTERNATIONAL BUSINESS MACHS1.9K$526,0830.1%
ACWXISHARES TR6.8K$518,6900.1%
GLTRABRDN PRECIOUS METALS BASKET2.8K$501,4240.1%
IAUISHARES GOLD TR6.6K$500,6320.1%
ATROASTRONICS CORP5.7K$463,1820.1%
BKNGBOOKING HOLDINGS INC2.5K$441,1800.1%
BLKBLACKROCK INC452$435,0710.1%
AMGNAMGEN INC1.2K$422,5950.1%
VONEVANGUARD SCOTTSDALE FDS1.2K$398,6740.1%
Top Fund Holdings
13F
Top Fund Holdings

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