West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

  • $363 Million
  • Q3 2025

West Branch Capital LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 452 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.3M, Apple Inc. with a value of $38.8M, Microsoft Corp with a value of $28.8M, Alphabet Inc. with a value of $21.8M, and Amazon Com Inc with a value of $20.6M.

Examining the 13F form we can see an increase of $40.9M in the current position value, from $322M to 363M.

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

Portfolio value $363 Million
Technology: $141 Million
Financial Services: $38.2 Million
Communication Services: $38 Million
Consumer Cyclical: $37 Million
ETFs: $36.2 Million
Healthcare: $31.2 Million
Consumer Defensive: $27.5 Million
Energy: $6.92 Million
Other: $7.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37B
$99,000 0.03% of portfolio
1,210
Q3 2025 Reduced 19.12%
$80.8B
$97,000 0.03% of portfolio
339
Q4 2024 Reduced 0.88%
$0
$108,000 0.03% of portfolio
1,425
Q2 2025 Reduced 6.56%
$81.4B
$115,000 0.03% of portfolio
880
Q2 2025 Reduced 14.56%
$48.2B
$100,000 0.03% of portfolio
205
Q3 2025 Added 33.99%
$94.3B
$120,000 0.03% of portfolio
352
Q2 2025 Reduced 22.12%
$136B
$111,000 0.03% of portfolio
4,359
Q3 2025 Added 18.97%
$65.6B
$97,000 0.03% of portfolio
300
Q4 2023 Added 50.0%
$0
$124,000 0.03% of portfolio
167
Q2 2025 Reduced 5.65%
$53.4B
$104,000 0.03% of portfolio
382
Q2 2025 Reduced 9.26%
$0
$124,000 0.03% of portfolio
443
Q2 2025 Reduced 3.9%
$96.9B
$124,000 0.03% of portfolio
2,763
Q3 2025 Added 16.93%
$0
$64,000 0.02% of portfolio
540
Q2 2025 Reduced 21.74%
$76.9B
$67,000 0.02% of portfolio
1,081
Q1 2025 Reduced 0.83%
$65.6B
$68,000 0.02% of portfolio
300
Q4 2023 New
$0
$89,000 0.02% of portfolio
374
Q2 2025 Reduced 22.73%
$51.7B
$68,000 0.02% of portfolio
292
Q4 2022 Reduced 39.92%
$73.9B
$85,000 0.02% of portfolio
425
Q2 2025 Reduced 0.47%
$161B
$64,000 0.02% of portfolio
850
Q3 2025 Reduced 12.73%
$41.5B
$68,000 0.02% of portfolio
541
Q2 2025 Reduced 0.18%
$28.3B
$61,000 0.02% of portfolio
750
Q2 2025 Reduced 0.13%
$0
$59,000 0.02% of portfolio
499
Q2 2021 New
$409B
$71,000 0.02% of portfolio
74
Q3 2025 New
$108B
$62,000 0.02% of portfolio
1,826
Q3 2025 Added 23.71%
$68.8B
$69,000 0.02% of portfolio
622
Q3 2025 Added 47.04%
$103B
$83,000 0.02% of portfolio
1,262
Q3 2025 Added 39.29%
$64.9B
$89,000 0.02% of portfolio
950
Q2 2021 New
$0
$90,000 0.02% of portfolio
1,517
Q2 2025 Added 81.68%
$34.7B
$85,000 0.02% of portfolio
850
Q2 2025 Reduced 46.88%
$165B
$64,000 0.02% of portfolio
1,458
Q3 2025 Reduced 0.07%
$52.8B
$74,000 0.02% of portfolio
346
Q1 2025 Reduced 3.62%
$6.42B
$28,000 0.01% of portfolio
420
Q2 2025 Added 300.0%
$0
$36,000 0.01% of portfolio
353
Q3 2025 New
$41.5B
$26,000 0.01% of portfolio
75
Q1 2024 Reduced 66.06%
$48.1B
$35,000 0.01% of portfolio
590
Q2 2022 Added 20.41%
$0
$39,000 0.01% of portfolio
2,001
Q2 2022 Added 299.4%
$82.4B
$26,000 0.01% of portfolio
120
Q1 2025 Added 69.01%
$33B
$41,000 0.01% of portfolio
695
Q2 2025 Reduced 27.6%
$20.4B
$21,000 0.01% of portfolio
604
Q2 2025 Reduced 22.37%
$196B
$49,000 0.01% of portfolio
492
Q2 2025 Reduced 10.71%
$148B
$31,000 0.01% of portfolio
124
Q3 2024 Added 3.33%
$118B
$50,000 0.01% of portfolio
205
Q3 2025 Added 56.49%
$171B
$27,000 0.01% of portfolio
287
Q3 2025 New
$24.4B
$41,000 0.01% of portfolio
224
Q3 2025 Added 107.41%
$65.3B
$37,000 0.01% of portfolio
275
Q4 2023 Added 49.46%
$163B
$43,000 0.01% of portfolio
90
Q3 2025 Reduced 5.26%
$65.2B
$40,000 0.01% of portfolio
240
Q3 2025 Added 31.87%
$0
$21,000 0.01% of portfolio
50
Q3 2024 New
$0
$21,000 0.01% of portfolio
1,057
Q1 2024 Added 0.67%

Summary

  • Portfolio
  • No. of Stocks 452
  • Current Value $363 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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