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 | +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
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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 | $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)
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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