West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

  • $322 Million
  • Q2 2025

West Branch Capital LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 472 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.2M, Apple Inc. with a value of $31.3M, Microsoft Corp with a value of $27.6M, Amazon Com Inc with a value of $19.7M, and Spdr S&P 500 ETF Trust with a value of $18M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $285M to 322M.

Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
Technology: $121 Million
Financial Services: $34.9 Million
Consumer Cyclical: $33.9 Million
ETFs: $32.8 Million
Communication Services: $30.9 Million
Healthcare: $28.2 Million
Consumer Defensive: $27.3 Million
Energy: $6.25 Million
Other: $7.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$34.2 Million 10.6% of portfolio
216,361
Q2 2025 Reduced 2.37%
$3.84T
$31.3 Million 9.71% of portfolio
152,615
Q2 2025 Reduced 1.46%
$3.8T
$27.6 Million 8.55% of portfolio
55,393
Q2 2025 Reduced 0.5%
$2.36T
$19.7 Million 6.12% of portfolio
89,922
Q2 2025 Added 3.11%
$0
$18 Million 5.58% of portfolio
29,107
Q2 2025 Added 3.49%
$1.5T
$15.5 Million 4.82% of portfolio
88,227
Q2 2025 Reduced 1.69%
$380B
$10.1 Million 3.13% of portfolio
63,321
Q2 2025 Added 1.35%
$914B
$9.83 Million 3.05% of portfolio
33,914
Q2 2025 Reduced 0.55%
$813B
$8.84 Million 2.74% of portfolio
40,425
Q2 2025 Added 2.13%
$140B
$8.7 Million 2.7% of portfolio
31,545
Q2 2025 Added 2.78%
$1.75T
$7.98 Million 2.48% of portfolio
10,814
Q2 2025 Added 7.12%
$566B
$7.51 Million 2.33% of portfolio
21,147
Q2 2025 Added 0.82%
$283B
$7.26 Million 2.25% of portfolio
74,209
Q2 2025 Added 1.32%
$722B
$6.42 Million 1.99% of portfolio
8,233
Q2 2025 Added 43.56%
$644B
$5.68 Million 1.76% of portfolio
11,700
Q2 2025 Added 71.0%
$0
$5.63 Million 1.74% of portfolio
9,061
Q2 2025 Reduced 3.37%
$427B
$5.05 Million 1.57% of portfolio
13,772
Q2 2025 Added 2.44%
$463B
$4.97 Million 1.54% of portfolio
32,530
Q2 2025 Added 28.07%
$571B
$4.42 Million 1.37% of portfolio
7,867
Q2 2025 Added 2.58%
$320B
$4.1 Million 1.27% of portfolio
13,134
Q2 2025 Added 12.36%
$480B
$3.95 Million 1.23% of portfolio
36,663
Q2 2025 Added 5.61%
$547B
$3.63 Million 1.13% of portfolio
2,711
Q2 2025 Added 8.4%
$426B
$3.55 Million 1.1% of portfolio
3,586
Q2 2025 Added 4.49%
$278B
$3.52 Million 1.09% of portfolio
50,762
Q2 2025 Added 4.78%
$224B
$3.25 Million 1.01% of portfolio
11,127
Q2 2025 Added 4.06%
$1.34T
$3.19 Million 0.99% of portfolio
10,054
Q2 2025 Added 13.18%
$290B
$3.04 Million 0.94% of portfolio
42,930
Q2 2025 Added 4.87%
$412B
$2.97 Million 0.92% of portfolio
62,701
Q2 2025 Added 5.4%
$235B
$2.6 Million 0.81% of portfolio
19,147
Q2 2025 Added 8.32%
$221B
$2.13 Million 0.66% of portfolio
368
Q2 2025 Added 0.27%
$313B
$2.03 Million 0.63% of portfolio
14,195
Q2 2025 Added 12.19%
$313B
$1.99 Million 0.62% of portfolio
24,899
Q2 2025 Added 12.71%
$206B
$1.92 Million 0.6% of portfolio
24,296
Q2 2025 Reduced 2.88%
$298B
$1.94 Million 0.6% of portfolio
8,162
Q2 2025 Added 11.92%
$242B
$1.84 Million 0.57% of portfolio
6,732
Q2 2025 Added 14.67%
$195B
$1.8 Million 0.56% of portfolio
13,619
Q2 2025 Reduced 12.48%
$232B
$1.6 Million 0.49% of portfolio
5,413
Q2 2025 Added 22.3%
$1.52T
$1.27 Million 0.39% of portfolio
7,132
Q2 2025 Reduced 0.89%
$152B
$1.25 Million 0.39% of portfolio
4,169
Q2 2025 Reduced 5.64%
$316B
$1.21 Million 0.38% of portfolio
4,714
Q2 2025 Added 37.88%
$0
$1.14 Million 0.35% of portfolio
5,821
Q2 2025 Reduced 27.64%
$185B
$1.09 Million 0.34% of portfolio
2,699
Q2 2025 Reduced 10.27%
$120B
$1.06 Million 0.33% of portfolio
3,435
Q2 2025 Reduced 6.83%
$258B
$917,000 0.28% of portfolio
5,040
Q2 2025 Added 54.36%
$128B
$838,000 0.26% of portfolio
4,000
Q2 2025 Added 300.0%
$34.3B
$645,000 0.2% of portfolio
3,329
Q2 2025 Reduced 19.78%
$124B
$500,000 0.16% of portfolio
1,080
Q2 2025 Reduced 14.76%
$0
$422,000 0.13% of portfolio
3,130
Q2 2025 Reduced 1.32%
$0
$419,000 0.13% of portfolio
3,147
Q2 2025 Reduced 39.54%

Summary

  • Portfolio
  • No. of Stocks 472
  • Current Value $322 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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