West Branch Capital LLC

13F filer · CIK 0001738723

Reported Jul 10, 2026

Net seller this quarter

13F portfolio value$430MU.S. long equity reported on 13F

Positions28613 new · 27 closed

Net flow last quarter-$2.55MBuys minus sells

Top 10 positions weight56.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026286 positions
AAPLApple Inc.	$43M	9.99%	0.00%	-2.0%	Q1 2018
NVDANvidia Corp	$41M	9.54%	0.00%	-0.6%	Q1 2018
GOOGLAlphabet Inc.	$31.9M	7.42%	0.00%	-1.8%	Q1 2018
MOG.BMoog Inc.	$25.7M	5.97%	Not reported	Not reported	Q3 2019
AMZNAmazon Com Inc	$22.7M	5.27%	0.00%	+0.4%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$22.6M	5.26%	Not reported	+0.5%	Q1 2018
MSFTMicrosoft Corp	$20.5M	4.77%	0.00%	+0.2%	Q1 2018
AVGOBroadcom Inc.	$12.1M	2.80%	0.00%	-0.6%	Q4 2020
JPMJPMorgan Chase & Co	$11.1M	2.58%	0.00%	-0.3%	Q1 2018
LLYELI LILLY & Co	$10.4M	2.43%	0.00%	+2.1%	Q2 2020
PGPROCTER & GAMBLE Co	$10.1M	2.35%	0.00%	+0.2%	Q2 2018
MUMicron Technology Inc	$9.92M	2.31%	0.00%	+41.1%	Q4 2025
WMTWalmart Inc.	$8.7M	2.02%	0.00%	+0.6%	Q4 2019
JNJJohnson & Johnson	$8.49M	1.97%	0.00%	+0.1%	Q1 2018
ABBVAbbVie Inc.	$7.66M	1.78%	0.00%	+0.6%	Q1 2018
VVisa Inc.	$7.56M	1.76%	0.00%	+0.4%	Q2 2018
METAMeta Platforms, Inc.	$7.12M	1.66%	Not reported	+4.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$6.5M	1.51%	Not reported	+3.9%	Q2 2022
CSCOCisco Systems, Inc.	$6.38M	1.48%	0.00%	+0.4%	Q1 2018
ORCLOracle Corp	$6.3M	1.47%	0.00%	+0.8%	Q1 2018
XOMExxonMobil Holdings Corp	$5.77M	1.34%	0.00%	-0.7%	Q1 2018
TSLATesla, Inc.	$5.17M	1.20%	0.00%	+2.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$5.17M	1.20%	0.00%	+6.2%	Q2 2022
HDHome Depot, Inc.	$5.12M	1.19%	0.00%	+0.9%	Q1 2018
CATCaterpillar Inc	$4.9M	1.14%	0.00%	+2.9%	Q4 2020
UNHUnitedhealth Group Inc	$4.82M	1.12%	0.00%	+1.0%	Q1 2018
MAMastercard Inc	$4.43M	1.03%	0.00%	+1.6%	Q3 2019
AMATApplied Materials Inc	$4.09M	0.95%	0.00%	+8.8%	Q2 2022
GEGeneral Electric Co	$4.09M	0.95%	0.00%	+1.7%	Q4 2022
COSTCostco Wholesale Corp	$4.05M	0.94%	0.00%	+2.0%	Q2 2019
KOCoca Cola Co	$3.98M	0.92%	0.00%	+1.2%	Q4 2019
BACBank of America Corp	$3.9M	0.91%	0.00%	+0.7%	Q1 2018
CVXChevron Corp	$3.88M	0.90%	0.00%	+0.7%	Q3 2019
LRCXLam Research Corp	$3.19M	0.74%	0.00%	+19.1%	Q1 2018
MOG.AMoog Inc.	$2.9M	0.67%	Not reported	-0.7%	Q3 2019
GOOGAlphabet Inc.	$2.56M	0.59%	Not reported	+6.3%	Q1 2018
NFLXNetflix Inc	$2.39M	0.55%	0.00%	+3.2%	Q2 2018
WFCWells Fargo & Company	$1.86M	0.43%	0.00%	-23.5%	Q4 2019
MSMorgan Stanley	$1.85M	0.43%	0.00%	+7.8%	Q4 2022
PMPhilip Morris International Inc.	$1.53M	0.36%	0.00%	-4.1%	Q1 2018
GSGoldman Sachs Group Inc	$1.44M	0.33%	0.00%	+9.9%	Q1 2018
PLTRPalantir Technologies Inc.	$1.11M	0.26%	0.00%	-0.3%	Q4 2024
MRKMerck & Co., Inc.	$1.07M	0.25%	0.00%	+11.7%	Q3 2019
MCDMcdonalds Corp	$1.06M	0.25%	0.00%	-57.6%	Q2 2018
KLACKla Corp	$600K	0.14%	0.00%	+41.0%	Q1 2018
INTCIntel Corp	$552K	0.13%	0.00%	+2046.7%	Q1 2018
MTBM&T Bank Corp	$539K	0.13%	0.00%	-4.2%	Q3 2019
RTXRTX Corp	$532K	0.12%	0.00%	-63.3%	Q2 2020
IBMInternational Business Machines Corp	$526K	0.12%	0.00%	-73.3%	Q1 2018
GLTRabrdn Precious Metals Basket ETF Trust	$501K	0.12%	0.02%	-6.6%	Q2 2020

Q1 2026Reported Apr 14, 2026299 positions
AAPLApple Inc.	$38.4M	10.29%	0.00%	+0.3%	Q1 2018
NVDANvidia Corp	$36M	9.64%	0.00%	-3.3%	Q1 2018
GOOGLAlphabet Inc.	$26.2M	7.00%	0.00%	-0.9%	Q1 2018
MSFTMicrosoft Corp	$20.3M	5.44%	0.00%	-2.0%	Q1 2018
AMZNAmazon Com Inc	$19.8M	5.29%	0.00%	+2.1%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$19.6M	5.25%	Not reported	+0.3%	Q1 2018
MOG.BMoog Inc.	$17.7M	4.75%	Not reported	Not reported	Q3 2019
JPMJPMorgan Chase & Co	$10M	2.68%	0.00%	Not reported	Q1 2018
AVGOBroadcom Inc.	$9.94M	2.66%	0.00%	+0.7%	Q4 2020
PGPROCTER & GAMBLE Co	$9.93M	2.66%	0.00%	+6.2%	Q2 2018
WMTWalmart Inc.	$9.49M	2.54%	0.00%	+0.3%	Q4 2019
JNJJohnson & Johnson	$8.16M	2.18%	0.00%	-0.3%	Q1 2018
LLYELI LILLY & Co	$7.84M	2.10%	0.00%	+0.4%	Q2 2020
XOMExxonMobil Holdings Corp	$7.21M	1.93%	0.00%	+11.9%	Q1 2018
METAMeta Platforms, Inc.	$6.92M	1.85%	Not reported	+3.2%	Q1 2018
VVisa Inc.	$6.64M	1.78%	0.00%	+0.4%	Q2 2018
ABBVAbbVie Inc.	$6.58M	1.76%	0.00%	+0.6%	Q1 2018
ORCLOracle Corp	$6.27M	1.68%	0.00%	+1.8%	Q1 2018
BRK.BBerkshire Hathaway Inc	$5.99M	1.60%	Not reported	+2.7%	Q2 2022
CVXChevron Corp	$4.81M	1.29%	0.00%	+43.8%	Q3 2019
HDHome Depot, Inc.	$4.73M	1.27%	0.00%	+0.7%	Q1 2018
TSLATesla, Inc.	$4.46M	1.19%	0.00%	+4.6%	Q4 2020
MAMastercard Inc	$4.24M	1.13%	0.00%	+2.3%	Q3 2019
COSTCostco Wholesale Corp	$4.23M	1.13%	0.00%	+8.2%	Q2 2019
CSCOCisco Systems, Inc.	$4.2M	1.12%	0.00%	+0.7%	Q1 2018
KOCoca Cola Co	$3.68M	0.98%	0.00%	+4.6%	Q4 2019
BACBank of America Corp	$3.31M	0.89%	0.00%	+2.1%	Q1 2018
CATCaterpillar Inc	$3.17M	0.85%	0.00%	+150.8%	Q4 2020
NFLXNetflix Inc	$3.11M	0.83%	0.00%	+9.7%	Q2 2018
UNHUnitedhealth Group Inc	$3.1M	0.83%	0.00%	+2.0%	Q1 2018
GEGeneral Electric Co	$3.06M	0.82%	0.00%	+86.5%	Q4 2022
MCDMcdonalds Corp	$2.88M	0.77%	0.00%	-9.5%	Q2 2018
WFCWells Fargo & Company	$2.34M	0.63%	0.00%	+3.3%	Q4 2019
MUMicron Technology Inc	$2.06M	0.55%	0.00%	+129.4%	Q4 2025
MOG.AMoog Inc.	$2.02M	0.54%	Not reported	-5.3%	Q3 2019
GOOGAlphabet Inc.	$1.95M	0.52%	Not reported	-2.5%	Q1 2018
AMATApplied Materials Inc	$1.78M	0.48%	0.00%	+86616.7%	Q2 2022
AMDAdvanced Micro Devices Inc	$1.7M	0.46%	0.00%	+79.1%	Q2 2022
IBMInternational Business Machines Corp	$1.7M	0.45%	0.00%	-0.7%	Q1 2018
ABTAbbott Laboratories	$1.61M	0.43%	0.00%	-17.7%	Q2 2018
TMUST-Mobile US, Inc.	$1.52M	0.41%	0.00%	-12.3%	Q4 2020
RTXRTX Corp	$1.47M	0.39%	0.00%	+160.3%	Q2 2020
PMPhilip Morris International Inc.	$1.46M	0.39%	0.00%	+11.8%	Q1 2018
PLTRPalantir Technologies Inc.	$1.4M	0.37%	0.00%	+29.4%	Q4 2024
MSMorgan Stanley	$1.35M	0.36%	0.00%	+30.5%	Q4 2022
LRCXLam Research Corp	$1.32M	0.35%	0.00%	+2172.1%	Q1 2018
GSGoldman Sachs Group Inc	$1.1M	0.29%	0.00%	+58.7%	Q1 2018
MRKMerck & Co., Inc.	$894K	0.24%	0.00%	+42.3%	Q3 2019
AXPAmerican Express Co	$756K	0.20%	0.00%	-16.8%	Q2 2022
GLTRabrdn Precious Metals Basket ETF Trust	$649K	0.17%	0.02%	Not reported	Q2 2020

Q4 2025Reported Jan 16, 2026340 positions
AAPLApple Inc.	$41M	10.57%	0.00%	-0.8%	Q1 2018
NVDANvidia Corp	$39.8M	10.25%	0.00%	-1.2%	Q1 2018
GOOGLAlphabet Inc.	$28.7M	7.40%	0.00%	+2.2%	Q1 2018
MSFTMicrosoft Corp	$27.1M	6.98%	0.00%	+0.6%	Q1 2018
AMZNAmazon Com Inc	$21.5M	5.53%	0.00%	-0.9%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$20.5M	5.29%	Not reported	-0.4%	Q1 2018
MOG.BMoog Inc.	$14.9M	3.85%	Not reported	Not reported	Q3 2019
AVGOBroadcom Inc.	$11M	2.84%	0.00%	+0.5%	Q4 2020
JPMJPMorgan Chase & Co	$11M	2.83%	0.00%	+0.5%	Q1 2018
PGPROCTER & GAMBLE Co	$9.28M	2.39%	0.00%	+0.9%	Q2 2018
LLYELI LILLY & Co	$9.13M	2.35%	0.00%	+1.1%	Q2 2020
WMTWalmart Inc.	$8.48M	2.18%	0.00%	+0.8%	Q4 2019
ORCLOracle Corp	$8.17M	2.11%	0.00%	+2.8%	Q1 2018
METAMeta Platforms, Inc.	$7.74M	1.99%	Not reported	+3.8%	Q1 2018
VVisa Inc.	$7.67M	1.98%	0.00%	+1.5%	Q2 2018
JNJJohnson & Johnson	$6.93M	1.79%	0.00%	+1.3%	Q1 2018
ABBVAbbVie Inc.	$6.88M	1.77%	0.00%	+0.4%	Q1 2018
BRK.BBerkshire Hathaway Inc	$6.12M	1.58%	Not reported	+0.3%	Q2 2022
TSLATesla, Inc.	$5.16M	1.33%	0.00%	+5.1%	Q4 2020
HDHome Depot, Inc.	$4.91M	1.27%	0.00%	+0.7%	Q1 2018
MAMastercard Inc	$4.73M	1.22%	0.00%	+2.5%	Q3 2019
XOMExxonMobil Holdings Corp	$4.57M	1.18%	0.00%	+0.7%	Q1 2018
CSCOCisco Systems, Inc.	$4.14M	1.07%	0.00%	+2.0%	Q1 2018
UNHUnitedhealth Group Inc	$3.71M	0.96%	0.00%	-16.3%	Q1 2018
BACBank of America Corp	$3.66M	0.94%	0.00%	+2.5%	Q1 2018
COSTCostco Wholesale Corp	$3.39M	0.87%	0.00%	+3.1%	Q2 2019
KOCoca Cola Co	$3.23M	0.83%	0.00%	+3.2%	Q4 2019
MCDMcdonalds Corp	$3.13M	0.81%	0.00%	-6.4%	Q2 2018
NFLXNetflix Inc	$2.77M	0.71%	0.00%	+0.2%	Q2 2018
WFCWells Fargo & Company	$2.65M	0.68%	0.00%	+5.5%	Q4 2019
CVXChevron Corp	$2.47M	0.64%	0.00%	+6.6%	Q3 2019
ABTAbbott Laboratories	$2.38M	0.61%	0.00%	-6.1%	Q2 2018
GOOGAlphabet Inc.	$2.19M	0.56%	Not reported	-2.1%	Q1 2018
IBMInternational Business Machines Corp	$2.09M	0.54%	0.00%	+8.1%	Q1 2018
BKNGBooking Holdings Inc.	$1.83M	0.47%	0.00%	-5.3%	Q1 2018
CRMSalesforce, Inc.	$1.83M	0.47%	0.00%	-8.6%	Q2 2018
GEGeneral Electric Co	$1.78M	0.46%	0.00%	+11.2%	Q4 2022
MOG.AMoog Inc.	$1.77M	0.46%	Not reported	-3.9%	Q3 2019
TMUST-Mobile US, Inc.	$1.68M	0.43%	0.00%	-7.8%	Q4 2020
PLTRPalantir Technologies Inc.	$1.31M	0.34%	0.00%	+58.2%	Q4 2024
PMPhilip Morris International Inc.	$1.27M	0.33%	0.00%	+13.5%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.22M	0.31%	0.00%	-9.0%	Q2 2020
MSMorgan Stanley	$1.12M	0.29%	0.00%	+68.0%	Q4 2022
AXPAmerican Express Co	$1.11M	0.29%	0.00%	+58.3%	Q2 2022
CATCaterpillar Inc	$1.02M	0.26%	0.00%	+324.0%	Q4 2020
AMDAdvanced Micro Devices Inc	$1M	0.26%	0.00%	+92.4%	Q2 2022
BLKBlackRock, Inc.	$778K	0.20%	0.00%	-36.2%	Q1 2018
MUMicron Technology Inc	$758K	0.20%	0.00%	New	Q4 2025
GSGoldman Sachs Group Inc	$717K	0.18%	0.00%	-14.6%	Q1 2018
GLTRabrdn Precious Metals Basket ETF Trust	$610K	0.16%	0.02%	Not reported	Q2 2020

Q3 2025Reported Oct 21, 2025368 positions
NVDANvidia Corp	$40.3M	10.57%	0.00%	-0.2%	Q1 2018
AAPLApple Inc.	$38.8M	10.17%	0.00%	-0.3%	Q1 2018
MSFTMicrosoft Corp	$28.8M	7.56%	0.00%	+0.5%	Q1 2018
GOOGLAlphabet Inc.	$21.8M	5.73%	0.00%	+1.8%	Q1 2018
AMZNAmazon Com Inc	$20.6M	5.40%	0.00%	+4.3%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$20.1M	5.28%	Not reported	+3.8%	Q1 2018
MOG.BMoog Inc.	$12.4M	3.25%	Not reported	Not reported	Q3 2019
ORCLOracle Corp	$11.5M	3.01%	0.00%	+0.9%	Q1 2018
JPMJPMorgan Chase & Co	$10.7M	2.80%	0.00%	-0.1%	Q1 2018
AVGOBroadcom Inc.	$10.5M	2.75%	0.00%	+0.5%	Q4 2020
PGPROCTER & GAMBLE Co	$9.86M	2.59%	0.00%	+1.4%	Q2 2018
METAMeta Platforms, Inc.	$8.29M	2.18%	Not reported	+4.4%	Q1 2018
WMTWalmart Inc.	$7.78M	2.04%	0.00%	+1.8%	Q4 2019
VVisa Inc.	$7.36M	1.93%	0.00%	+1.9%	Q2 2018
ABBVAbbVie Inc.	$6.94M	1.82%	0.00%	+1.1%	Q1 2018
LLYELI LILLY & Co	$6.41M	1.68%	0.00%	+2.0%	Q2 2020
JNJJohnson & Johnson	$6.13M	1.61%	0.00%	+1.6%	Q1 2018
BRK.BBerkshire Hathaway Inc	$6.1M	1.60%	Not reported	+3.8%	Q2 2022
HDHome Depot, Inc.	$5.75M	1.51%	0.00%	+3.0%	Q1 2018
TSLATesla, Inc.	$4.86M	1.27%	0.00%	+8.6%	Q4 2020
UNHUnitedhealth Group Inc	$4.64M	1.22%	0.00%	+2.3%	Q1 2018
MAMastercard Inc	$4.6M	1.21%	0.00%	+2.8%	Q3 2019
XOMExxonMobil Holdings Corp	$4.25M	1.12%	0.00%	+2.9%	Q1 2018
CSCOCisco Systems, Inc.	$3.6M	0.95%	0.00%	+3.7%	Q1 2018
NFLXNetflix Inc	$3.53M	0.93%	0.00%	+8.6%	Q2 2018
COSTCostco Wholesale Corp	$3.53M	0.93%	0.00%	+6.2%	Q2 2019
BACBank of America Corp	$3.35M	0.88%	0.00%	+3.7%	Q1 2018
MCDMcdonalds Corp	$3.32M	0.87%	0.00%	-1.7%	Q2 2018
KOCoca Cola Co	$2.97M	0.78%	0.00%	+4.4%	Q4 2019
ABTAbbott Laboratories	$2.71M	0.71%	0.00%	+5.6%	Q2 2018
CVXChevron Corp	$2.36M	0.62%	0.00%	+6.9%	Q3 2019
WFCWells Fargo & Company	$2.26M	0.59%	0.00%	+8.4%	Q4 2019
TMUST-Mobile US, Inc.	$2.15M	0.56%	0.00%	+9.8%	Q4 2020
BKNGBooking Holdings Inc.	$1.95M	0.51%	0.00%	-1.9%	Q1 2018
IBMInternational Business Machines Corp	$1.84M	0.48%	0.00%	+20.5%	Q1 2018
CRMSalesforce, Inc.	$1.79M	0.47%	0.00%	+11.9%	Q2 2018
LINLinde PLC	$1.78M	0.47%	0.00%	+9.5%	Q2 2022
MRKMerck & Co., Inc.	$1.77M	0.46%	0.00%	-13.2%	Q3 2019
GOOGAlphabet Inc.	$1.74M	0.46%	Not reported	0.0%	Q1 2018
PEPPepsico Inc	$1.61M	0.42%	0.00%	-16.0%	Q1 2019
MOG.AMoog Inc.	$1.57M	0.41%	Not reported	-0.1%	Q3 2019
GEGeneral Electric Co	$1.56M	0.41%	0.00%	+10.2%	Q4 2022
BLKBlackRock, Inc.	$1.33M	0.35%	0.00%	-1.7%	Q1 2018
PMPhilip Morris International Inc.	$1.13M	0.30%	0.00%	+38.3%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.12M	0.29%	0.00%	-14.6%	Q2 2020
ADPAutomatic Data Processing Inc	$1.03M	0.27%	0.00%	+1.9%	Q2 2018
BABoeing Co	$863K	0.23%	0.00%	Not reported	Q1 2018
PLTRPalantir Technologies Inc.	$850K	0.22%	0.00%	+93.0%	Q4 2024
ACNAccenture plc	$782K	0.21%	0.00%	-23.9%	Q3 2020
GSGoldman Sachs Group Inc	$761K	0.20%	0.00%	+1190.5%	Q1 2018

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