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 Market Cap. of $10 Billions to $200 Billions
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