West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

  • $364 Million
  • Q4 2025

West Branch Capital LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $364 Million distributed in 415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Nvidia Corp with a value of $39.8M, Microsoft Corp with a value of $28.4M, Alphabet Inc. with a value of $25.4M, and Amazon Com Inc with a value of $21.8M.

Examining the 13F form we can see an increase of $242K in the current position value, from $363M to 364M.

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

Portfolio value $364 Million
Technology: $141 Million
Communication Services: $39.8 Million
Financial Services: $38 Million
Consumer Cyclical: $36.9 Million
ETFs: $35.2 Million
Healthcare: $31.7 Million
Consumer Defensive: $26.1 Million
Energy: $7.24 Million
Other: $7.42 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$40.4 Million 11.1% of portfolio
150,941
Q4 2025 Reduced 0.84%
$465B
$39.8 Million 10.95% of portfolio
213,356
Q4 2025 Reduced 1.18%
$3.78T
$28.4 Million 7.82% of portfolio
56,005
Q4 2025 Added 0.63%
$1.65T
$25.4 Million 6.98% of portfolio
91,809
Q4 2025 Added 2.24%
$2.39T
$21.8 Million 6.0% of portfolio
92,934
Q4 2025 Reduced 0.93%
$0
$20 Million 5.51% of portfolio
30,078
Q4 2025 Reduced 0.42%
$139B
$10.9 Million 3.0% of portfolio
31,875
Q4 2025 Added 0.51%
$881B
$10.2 Million 2.81% of portfolio
34,037
Q4 2025 Added 0.45%
$346B
$9.44 Million 2.6% of portfolio
64,752
Q4 2025 Added 0.89%
$593B
$9.21 Million 2.53% of portfolio
41,913
Q4 2025 Added 2.81%
$971B
$8.68 Million 2.39% of portfolio
8,492
Q4 2025 Added 1.12%
$279B
$7.83 Million 2.15% of portfolio
76,104
Q4 2025 Added 0.76%
$1.37T
$7.15 Million 1.97% of portfolio
11,724
Q4 2025 Added 3.82%
$533B
$7.13 Million 1.96% of portfolio
21,879
Q4 2025 Added 1.52%
$414B
$7.04 Million 1.94% of portfolio
30,093
Q4 2025 Added 0.41%
$522B
$6.68 Million 1.84% of portfolio
33,481
Q4 2025 Added 1.31%
$662B
$6.19 Million 1.7% of portfolio
12,171
Q4 2025 Added 0.26%
$367B
$5.11 Million 1.41% of portfolio
14,282
Q4 2025 Added 0.67%
$1.29T
$4.69 Million 1.29% of portfolio
11,476
Q4 2025 Added 5.07%
$490B
$4.47 Million 1.23% of portfolio
37,987
Q4 2025 Added 0.67%
$512B
$4.45 Million 1.22% of portfolio
8,293
Q4 2025 Added 2.51%
$319B
$4.18 Million 1.15% of portfolio
53,706
Q4 2025 Added 2.0%
$300B
$3.6 Million 0.99% of portfolio
11,246
Q4 2025 Reduced 16.32%
$404B
$3.58 Million 0.99% of portfolio
3,926
Q4 2025 Added 3.07%
$413B
$3.43 Million 0.94% of portfolio
66,610
Q4 2025 Added 2.45%
$49.1B
$3.26 Million 0.9% of portfolio
29,515
Q4 2025 Added 902.21%
$306B
$3.27 Million 0.9% of portfolio
46,251
Q4 2025 Added 3.17%
$224B
$3.12 Million 0.86% of portfolio
10,237
Q4 2025 Reduced 6.42%
$303B
$2.5 Million 0.69% of portfolio
16,178
Q4 2025 Added 6.6%
$228B
$2.47 Million 0.68% of portfolio
19,003
Q4 2025 Reduced 6.05%
$317B
$2.37 Million 0.65% of portfolio
28,458
Q4 2025 Added 5.46%
$266B
$2.1 Million 0.58% of portfolio
7,053
Q4 2025 Added 8.09%
$1.74T
$1.99 Million 0.55% of portfolio
6,984
Q4 2025 Reduced 2.09%
$269B
$1.78 Million 0.49% of portfolio
8,261
Q4 2025 Reduced 7.82%
$328B
$1.73 Million 0.48% of portfolio
5,773
Q4 2025 Added 11.17%
$191B
$1.64 Million 0.45% of portfolio
342
Q4 2025 Reduced 5.26%
$237B
$1.63 Million 0.45% of portfolio
6,890
Q4 2025 Reduced 8.56%
$342B
$1.28 Million 0.35% of portfolio
7,377
Q4 2025 Added 58.24%
$222B
$1.19 Million 0.33% of portfolio
2,097
Q4 2025 Reduced 8.98%
$237B
$1.21 Million 0.33% of portfolio
7,908
Q4 2025 Added 13.49%
$388B
$1.13 Million 0.31% of portfolio
4,678
Q4 2025 Added 92.43%
$270B
$1 Million 0.28% of portfolio
6,282
Q4 2025 Added 67.97%
$255B
$1.02 Million 0.28% of portfolio
3,002
Q4 2025 Added 58.33%
$291B
$985,000 0.27% of portfolio
1,785
Q4 2025 Added 323.99%
$0
$909,000 0.25% of portfolio
4,428
Q4 2025 Reduced 21.77%
$268B
$655,000 0.18% of portfolio
2,656
Q4 2025 New
$265B
$632,000 0.17% of portfolio
816
Q4 2025 Reduced 14.55%
$65.3B
$510,000 0.14% of portfolio
6,630
Q1 2025 Added 32.6%
$32.3B
$513,000 0.14% of portfolio
2,746
Q4 2025 Reduced 14.43%

Summary

  • Portfolio
  • No. of Stocks 415
  • Current Value $364 Million
  • Prior Value $363 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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