WB

West Branch Capital LLC

13F
West Branch Capital LLC
Last update 2025-07-16 472 Stocks (11 new)
Value $338.00 Mil Turnover 4 %
Countries:
West Branch Capital LLC Top Holdings of 2025-06-30 View Full List
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
+62.48%
+28.79%
4,217,096.4
Semiconductors
AAPL
Apple Inc
152,615
31,312.1
-1.46%
9.260
-0.17%
0.000
+3.30%
-13.95%
3,210,733.6
Hardware
MSFT
Microsoft Corp
55,393
27,553.2
-0.50%
8.150
-0.04%
0.000
+32.04%
+21.57%
3,793,867.7
Software
AMZN
Amazon.com Inc
89,922
19,728.1
+3.11%
5.830
+0.18%
0.000
+24.49%
+5.85%
2,465,329.4
Retail - Cyclical
SPY
SPDR S&P 500 ETF Trust
29,107
17,983.7
+3.49%
5.320
+0.18%
0.000
+16.65%
+9.13%
656,022.5
 
GOOGL
Alphabet Inc
88,227
15,548.2
-1.69%
4.600
-0.08%
0.000
+21.57%
+2.41%
2,347,991.5
Interactive Media
MOG.B
Moog Inc
60,114
10,879.4
0%
3.220
0%
0.190
+23.10%
+5.47%
6,028.3
Aerospace & Defense
PG
Procter & Gamble Co
63,321
10,088.3
+1.35%
2.980
+0.04%
0.000
+0.09%
-3.58%
371,820.9
Consumer Packaged Goods
JPM
JPMorgan Chase & Co
33,914
9,831.9
-0.55%
2.910
-0.02%
0.000
+22.97%
+26.93%
823,252.4
Banks
ORCL
Oracle Corp
40,425
8,838.0
+2.13%
2.610
+0.05%
0.000
+76.33%
+46.39%
679,625.2
Software

West Branch Capital LLC's Historical Top Holdings Breakdowns

West Branch Capital LLC's Top Stock Picks View Full List
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
$485.47
-4.48%
Add 71%
11,700
4,858
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.58%
713.71 ($777.85) 898.95
$803.83
3.34%
Add 43.56%
8,233
2,498
JNJ
Johnson & Johnson
2025-06-30
Add
Add
+0.32%
146.36 ($153.9) 165.84
$168.95
9.78%
Add 28.07%
32,530
7,130
BA
Boeing Co
2025-06-30
Add
Add
+0.19%
136.59 ($188.59) 217.51
$234.19
24.18%
Add 300%
4,000
3,000
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.19%
94.31 ($125.57) 157.99
$172.79
37.61%
Reduce -2.37%
216,361
-5,249
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.18%
167.32 ($197.77) 223.3
$232.22
17.42%
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
$635.53
11.22%
Add 3.49%
29,107
981
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.17%
172.42 ($202.27) 223.89
$214.75
6.17%
Reduce -1.46%
152,615
-2,269
META
Meta Platforms Inc
2025-06-30
Add
Add
+0.16%
484.66 ($617.26) 738.09
$718.41
16.39%
Add 7.12%
10,814
719
UNP
Union Pacific Corp
2025-06-30
Reduce
Reduce
-0.15%
208.27 ($222.23) 238.46
$224.44
0.99%
Reduce -52.47%
1,720
-1,899

West Branch Capital LLC Total Holding History ($B)

To

West Branch Capital LLC's Asset Allocation

To

West Branch Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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