West Branch Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, West Branch Capital Llc disclosed 385 stock positions valued at approximately $441.74M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 385
- Portfolio Value
- $441.74M
Holdings by Sector
West Branch Capital Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 10.98% | 145,702 | -2,796 | -1.88% | $48,521,732 |
| NVIDIA CORPORATION | NVDA | Technology | 10.49% | 202,827 | -2,274 | -1.11% | $46,321,699 |
| ALPHABET INC | GOOGL | Communication Services | 6.91% | 88,770 | -586 | -0.66% | $30,543,811 |
| MICROSOFT CORP | MSFT | Technology | 6.38% | 54,973 | -56 | -0.10% | $28,195,633 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.40% | 95,701 | +485 | +0.51% | $23,843,898 |
| MOOG INC | MOG-B | Industrials | 5.28% | 60,114 | - | - | $23,324,232 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.18% | 30,033 | -287 | -0.95% | $22,903,976 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.55% | 34,095 | +146 | +0.43% | $11,279,807 |
| BROADCOM INC | AVGO | Technology | 2.55% | 32,044 | +119 | +0.37% | $11,253,588 |
| ELI LILLY & CO | LLY | Healthcare | 2.29% | 8,748 | +45 | +0.52% | $10,121,733 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2.28% | 69,454 | +515 | +0.75% | $10,090,293 |
| META PLATFORMS INC | META | Communication Services | 2.13% | 13,004 | +358 | +2.83% | $9,429,978 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.13% | 8,837 | +240 | +2.79% | $9,412,055 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.00% | 33,392 | -24 | -0.07% | $8,840,101 |
| WALMART INC | WMT | Consumer Defensive | 1.83% | 77,681 | +856 | +1.11% | $8,072,602 |
| VISA INC | V | Financial Services | 1.81% | 22,294 | +253 | +1.15% | $8,010,729 |
| ABBVIE INC | ABBV | Healthcare | 1.80% | 30,457 | +24 | +0.08% | $7,967,123 |
| ISHARES TR | IVV | Other | 1.57% | 9,084 | -95 | -1.03% | $6,957,323 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.49% | 13,244 | +253 | +1.95% | $6,594,630 |
| ORACLE CORP | ORCL | Technology | 1.37% | 43,975 | +962 | +2.24% | $6,037,729 |
| CISCO SYS INC | CSCO | Technology | 1.34% | 55,190 | +915 | +1.69% | $5,940,085 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.26% | 9,075 | +178 | +2.00% | $5,551,722 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.11% | 8,878 | +259 | +3.00% | $4,896,178 |
| CHEVRON CORPORATION | CVX | Energy | 1.10% | 23,737 | +313 | +1.34% | $4,847,378 |
| TESLA INC | TSLA | Consumer Cyclical | 1.04% | 12,985 | +686 | +5.58% | $4,607,091 |
| COCA COLA CO | KO | Consumer Defensive | 0.98% | 50,325 | +1,367 | +2.79% | $4,331,957 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.97% | 11,648 | +59 | +0.51% | $4,275,821 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.95% | 14,822 | +311 | +2.14% | $4,216,694 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.92% | 4,475 | +146 | +3.37% | $4,073,350 |
| CATERPILLAR INC | CAT | Industrials | 0.87% | 4,752 | +146 | +3.17% | $3,852,633 |
Showing 30 of 385 holdings in the latest reporting period.