WB
| |
West Branch Capital LLC13F | |
| West Branch Capital LLC | |
| Last update 2025-07-16 | 472 Stocks (11 new) |
| Value $338.00 Mil | Turnover 4 % |
West Branch Capital LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 216,361 | 34,182.8 | -2.37% | 10.110 | -0.19% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AAPL | Apple Inc | 152,615 | 31,312.1 | -1.46% | 9.260 | -0.17% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 55,393 | 27,553.2 | -0.50% | 8.150 | -0.04% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 89,922 | 19,728.1 | +3.11% | 5.830 | +0.18% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
SPY | SPDR S&P 500 ETF Trust | 29,107 | 17,983.7 | +3.49% | 5.320 | +0.18% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
GOOGL | Alphabet Inc | 88,227 | 15,548.2 | -1.69% | 4.600 | -0.08% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
MOG.B | Moog Inc | 60,114 | 10,879.4 | 0% | 3.220 | 0% | 0.190 | +23.10% | +5.47% | 5,987.0 | Aerospace & Defense | |
PG | Procter & Gamble Co | 63,321 | 10,088.3 | +1.35% | 2.980 | +0.04% | 0.000 | -5.05% | -3.74% | 371,187.9 | Consumer Packaged Goods | |
JPM | JPMorgan Chase & Co | 33,914 | 9,831.9 | -0.55% | 2.910 | -0.02% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
ORCL | Oracle Corp | 40,425 | 8,838.0 | +2.13% | 2.610 | +0.05% | 0.000 | +87.53% | +44.06% | 668,811.2 | Software |
West Branch Capital LLC's Historical Top Holdings Breakdowns
West Branch Capital LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Add Add | +0.70% | 483.48 ($508.26) 539.8 | $478.13 | -5.93% | Add 71% | 11,700 | 4,858 | |
LLY | Eli Lilly and Co | 2025-06-30 | Add Add | +0.58% | 713.71 ($777.85) 898.95 | $776.44 | -0.18% | Add 43.56% | 8,233 | 2,498 | |
JNJ | Johnson & Johnson | 2025-06-30 | Add Add | +0.32% | 146.36 ($153.9) 165.84 | $167.93 | 9.12% | Add 28.07% | 32,530 | 7,130 | |
BA | Boeing Co | 2025-06-30 | Add Add | +0.19% | 136.59 ($188.59) 217.51 | $228.48 | 21.15% | Add 300% | 4,000 | 3,000 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -0.19% | 94.31 ($125.57) 157.99 | $167.03 | 33.02% | Reduce -2.37% | 216,361 | -5,249 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.18% | 167.32 ($197.77) 223.3 | $227.47 | 15.02% | Add 3.11% | 89,922 | 2,714 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.18% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 3.49% | 29,107 | 981 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.17% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -1.46% | 152,615 | -2,269 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.16% | 484.66 ($617.26) 738.09 | $704.81 | 14.18% | Add 7.12% | 10,814 | 719 | |
UNP | Union Pacific Corp | 2025-06-30 | Reduce Reduce | -0.15% | 208.27 ($222.23) 238.46 | $229.24 | 3.15% | Reduce -52.47% | 1,720 | -1,899 |
West Branch Capital LLC Total Holding History ($B)
West Branch Capital LLC's Asset Allocation
West Branch Capital LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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West Branch Capital LLC's Hypothetical Growth since 2025-06-30
West Branch Capital LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
West Branch Capital LLC's Holdings Heat Map
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West Branch Capital LLC's Holdings Bubble Chart
West Branch Capital LLC News
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