West Branch Capital Q2 2026 Portfolio Activity
West Branch Capital maintained its significant Technology allocation while showing notable buying and selling activity in specific sectors during the second quarter.
Portfolio Overview
As of June 30, 2026, West Branch Capital Llc managed a substantial portfolio valued at approximately $430 million. The fund maintained its Technology focus prominently, with Apple Inc (AAPL) continuing to anchor the portfolio allocation despite slight share reductions.
Notable Purchases This Quarter
West Branch Capital demonstrated active buying in several areas during Q2 2026. A significant portion of this activity occurred within Exchange-Traded Funds (ETFs), specifically through the addition or substantial increase in shares of SCHWAB STRATEGIC TR (SCHG). This ETF, representing approximately $10 million worth of holdings, saw a considerable boost in its position.
Additionally, the fund increased exposure to several large-cap technology companies. Micron Technology Inc (MU) received notable buying interest, adding nearly 2500 shares ($9.9M). Booking Holdings Inc (BKNG), an online travel company, also saw a significant purchase of $441k worth of stock.
Furthermore, investments were made in KLA Corporation (KLAC), valued at around $600k, and Intel Corp (INTC) adding nearly $552k to its portfolio. These purchases suggest an active interest in specific technology hardware plays alongside broader ETF holdings.
Sales and Portfolio Adjustments
Concurrently with these buys, West Branch Capital made strategic adjustments by reducing positions or exiting certain holdings entirely during Q2 2026. The fund sold shares of several prominent stocks including AXP ($203k), IBM ($526k), RTX ($532k), and MCD ($1.06M).
Shares in Abbott Laboratories (ABT) were drastically reduced, effectively exiting the position or significantly trimming it given the -83.5% change. Similarly, American Express Co (AXP) saw a large portion of its stake sold off (-75.9%).
The fund also shed positions in T-Mobile US Inc (TMUS), Wells Fargo & Co (WFC), and Intel Corp (INTC). These sales resulted in percentage changes ranging from -63% to -204%, indicating substantial portfolio rebalancing activities.
Portfolio Dynamics
The overall portfolio value remained relatively stable at $430 million, with Technology still being the dominant sector allocation. The fund's top five holdings accounted for nearly 38% of its total weight, highlighting concentration in these key positions despite quarterly changes.
Conclusion
The Q2 activity profile suggests West Branch Capital is actively managing its portfolio with a clear bias towards Technology and ETFs. While maintaining core positions like Apple Inc (AAPL), the fund demonstrated significant buying interest in specific growth sectors and sold off substantial portions of other holdings, indicating a dynamic investment strategy focused on quarterly performance adjustments.
For more detailed information about West Branch Capital Llc's portfolio or individual stock analysis, please refer to their filings. You can explore West Branch Capital's complete holdings and changes on Insiderset.