West Branch Capital
Latest statistics and disclosures from West Branch Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, MSFT, AMZN, and represent 40.74% of West Branch Capital's stock portfolio.
- Added to shares of these 10 stocks: NFLX, CAT, MU, GOOGL, PLTR, AMD, MS, AXP, RTX, META.
- Started 18 new stock positions in JRS, AAL, CINF, The Magnum Ice Cream C F, SGVT, IBIT, BAX, Unilever, EMO, SOLV. MU, KD, XBI, EW, CORT, Solstice Advanced Matls, TYG, OGN.
- Reduced shares in these 10 stocks: MRK, LIN, PEP, ACN, UNH, NVDA, BLK, BA, ADP, AAPL.
- Sold out of its positions in ARKG, ARKW, API, ALIT, ELV, AVY, HRB, BAH, BOC, BURL.
- West Branch Capital was a net seller of stock by $-2.4M.
- West Branch Capital has $388M in assets under management (AUM), dropping by 1.83%.
- Central Index Key (CIK): 0001738723
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Portfolio Holdings for West Branch Capital
West Branch Capital holds 415 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $41M | 151k | 271.86 |
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| NVIDIA Corporation (NVDA) | 10.3 | $40M | 213k | 186.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $29M | +2% | 92k | 313.00 |
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| Microsoft Corporation (MSFT) | 7.0 | $27M | 56k | 483.62 |
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| Amazon (AMZN) | 5.5 | $22M | 93k | 230.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $21M | 30k | 681.92 |
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| Moog CL B (MOG.B) | 3.8 | $15M | 60k | 248.29 |
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| Broadcom (AVGO) | 2.8 | $11M | 32k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $11M | 34k | 322.22 |
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| Procter & Gamble Company (PG) | 2.4 | $9.3M | 65k | 143.31 |
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| Eli Lilly & Co. (LLY) | 2.4 | $9.1M | 8.5k | 1074.67 |
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| Wal-Mart Stores (WMT) | 2.2 | $8.5M | 76k | 111.41 |
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| Oracle Corporation (ORCL) | 2.1 | $8.2M | +2% | 42k | 194.91 |
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| Meta Platforms Cl A (META) | 2.0 | $7.7M | +3% | 12k | 660.07 |
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| Visa Com Cl A (V) | 2.0 | $7.7M | 22k | 350.71 |
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| Johnson & Johnson (JNJ) | 1.8 | $6.9M | 34k | 206.95 |
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| Abbvie (ABBV) | 1.8 | $6.9M | 30k | 228.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $6.3M | 9.1k | 684.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $6.1M | 12k | 502.65 |
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| Tesla Motors (TSLA) | 1.3 | $5.2M | +5% | 12k | 449.71 |
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| Home Depot (HD) | 1.3 | $4.9M | 14k | 344.10 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $4.7M | +2% | 8.3k | 570.86 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $4.6M | 38k | 120.34 |
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| Cisco Systems (CSCO) | 1.1 | $4.1M | 54k | 77.03 |
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| UnitedHealth (UNH) | 1.0 | $3.7M | -16% | 11k | 330.12 |
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| Bank of America Corporation (BAC) | 0.9 | $3.7M | +2% | 67k | 55.00 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.4M | +3% | 3.9k | 862.30 |
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| Coca-Cola Company (KO) | 0.8 | $3.2M | +3% | 46k | 69.91 |
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| McDonald's Corporation (MCD) | 0.8 | $3.1M | -6% | 10k | 305.62 |
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| Netflix (NFLX) | 0.7 | $2.8M | +902% | 30k | 93.76 |
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| Wells Fargo & Company (WFC) | 0.7 | $2.7M | +5% | 29k | 93.20 |
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| Chevron Corporation (CVX) | 0.6 | $2.5M | +6% | 16k | 152.41 |
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| Abbott Laboratories (ABT) | 0.6 | $2.4M | -6% | 19k | 125.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.2M | -2% | 7.0k | 313.79 |
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| International Business Machines (IBM) | 0.5 | $2.1M | +8% | 7.1k | 296.19 |
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| Booking Holdings (BKNG) | 0.5 | $1.8M | -5% | 342.00 | 5353.03 |
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| salesforce (CRM) | 0.5 | $1.8M | -8% | 6.9k | 264.93 |
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| Ge Aerospace Com New (GE) | 0.5 | $1.8M | +11% | 5.8k | 308.03 |
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| Moog Cl A (MOG.A) | 0.5 | $1.8M | -3% | 7.3k | 243.55 |
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| Metropcs Communications (TMUS) | 0.4 | $1.7M | -7% | 8.3k | 203.04 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +58% | 7.4k | 177.75 |
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| Philip Morris International (PM) | 0.3 | $1.3M | +13% | 7.9k | 160.41 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | -8% | 2.1k | 579.49 |
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| Morgan Stanley Com New (MS) | 0.3 | $1.1M | +67% | 6.3k | 177.52 |
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| American Express Company (AXP) | 0.3 | $1.1M | +58% | 3.0k | 369.97 |
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| Caterpillar (CAT) | 0.3 | $1.0M | +323% | 1.8k | 572.87 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.0M | +92% | 4.7k | 214.16 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $938k | -21% | 4.4k | 211.80 |
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| Blackrock (BLK) | 0.2 | $778k | -36% | 727.00 | 1070.64 |
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| Micron Technology (MU) | 0.2 | $758k | NEW | 2.7k | 285.41 |
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| Goldman Sachs (GS) | 0.2 | $717k | -14% | 816.00 | 879.12 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $610k | 3.0k | 205.60 |
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| M&T Bank Corporation (MTB) | 0.1 | $553k | -14% | 2.7k | 201.48 |
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| Merck & Co (MRK) | 0.1 | $550k | -75% | 5.2k | 105.26 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $538k | 6.6k | 81.17 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $538k | +122% | 2.9k | 183.37 |
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| Automatic Data Processing (ADP) | 0.1 | $529k | -41% | 2.1k | 257.23 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $485k | 15k | 32.62 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $467k | -8% | 965.00 | 483.67 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $446k | 11k | 41.08 |
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| Boeing Company (BA) | 0.1 | $434k | -50% | 2.0k | 217.12 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $431k | -2% | 6.4k | 67.13 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $412k | 728.00 | 566.36 |
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| Pepsi (PEP) | 0.1 | $402k | -75% | 2.8k | 143.52 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $374k | -10% | 2.2k | 167.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $366k | 1.7k | 219.71 |
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| Amgen (AMGN) | 0.1 | $353k | -10% | 1.1k | 327.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $331k | -2% | 528.00 | 627.17 |
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| Astronics Corporation (ATRO) | 0.1 | $309k | 5.7k | 54.24 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $287k | 1.4k | 212.07 |
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| CSX Corporation (CSX) | 0.1 | $272k | 7.5k | 36.25 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $269k | -36% | 1.9k | 143.50 |
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| Gilead Sciences (GILD) | 0.1 | $268k | 2.2k | 122.73 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $267k | -46% | 1.8k | 148.69 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $260k | -22% | 3.2k | 80.63 |
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| General Motors Company (GM) | 0.1 | $257k | -2% | 3.2k | 81.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $255k | 538.00 | 473.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $243k | -28% | 2.4k | 99.88 |
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| Qualcomm (QCOM) | 0.1 | $240k | 1.4k | 171.05 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $234k | 2.1k | 113.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $223k | -8% | 562.00 | 396.31 |
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| Unum (UNM) | 0.1 | $210k | 2.7k | 77.50 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $190k | -5% | 1.6k | 117.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $189k | 900.00 | 210.34 |
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| Eaton Corp SHS (ETN) | 0.0 | $187k | -21% | 586.00 | 318.51 |
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| Citigroup Com New (C) | 0.0 | $174k | +203% | 1.5k | 116.69 |
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| Kla Corp Com New (KLAC) | 0.0 | $171k | 141.00 | 1215.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $167k | -53% | 499.00 | 335.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $158k | 257.00 | 614.31 |
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| Bristol Myers Squibb (BMY) | 0.0 | $154k | +3% | 2.8k | 53.94 |
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| Norfolk Southern (NSC) | 0.0 | $152k | -8% | 525.00 | 288.75 |
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| Union Pacific Corporation (UNP) | 0.0 | $143k | -39% | 617.00 | 231.43 |
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| Linde SHS (LIN) | 0.0 | $140k | -91% | 329.00 | 426.39 |
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| Microchip Technology (MCHP) | 0.0 | $136k | -42% | 2.1k | 63.72 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $134k | 1.1k | 123.28 |
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| Prologis (PLD) | 0.0 | $127k | -17% | 991.00 | 127.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $126k | 167.00 | 753.78 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $122k | NEW | 1.0k | 121.93 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $119k | -43% | 347.00 | 343.20 |
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| General Dynamics Corporation (GD) | 0.0 | $119k | 352.00 | 336.66 |
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $118k | 2.4k | 50.23 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $118k | -59% | 337.00 | 349.99 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $118k | 5.9k | 19.87 |
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| Emerson Electric (EMR) | 0.0 | $117k | 880.00 | 132.72 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $114k | +78% | 792.00 | 143.97 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $111k | -14% | 429.00 | 258.79 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $111k | 1.4k | 77.74 |
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| Pfizer (PFE) | 0.0 | $109k | 4.4k | 24.90 |
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| PNC Financial Services (PNC) | 0.0 | $107k | +20% | 510.00 | 208.73 |
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| Shell Spon Ads (SHEL) | 0.0 | $106k | 1.4k | 73.48 |
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| At&t (T) | 0.0 | $105k | -58% | 4.2k | 24.84 |
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| Ge Vernova (GEV) | 0.0 | $97k | 148.00 | 653.57 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $95k | -49% | 1.4k | 69.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $95k | 1.5k | 62.47 |
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| Air Products & Chemicals (APD) | 0.0 | $94k | 382.00 | 247.02 |
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| Canadian Natl Ry (CNI) | 0.0 | $94k | 950.00 | 98.85 |
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| Corning Incorporated (GLW) | 0.0 | $94k | -48% | 1.1k | 87.58 |
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| Cigna Corp (CI) | 0.0 | $93k | 339.00 | 275.23 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $89k | +100% | 748.00 | 119.41 |
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| Verizon Communications (VZ) | 0.0 | $89k | +49% | 2.2k | 40.73 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $84k | 300.00 | 278.92 |
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| Servicenow (NOW) | 0.0 | $82k | +85% | 535.00 | 153.19 |
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| Constellation Energy (CEG) | 0.0 | $81k | +51% | 229.00 | 353.27 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $79k | 74.00 | 1069.86 |
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| Consolidated Edison (ED) | 0.0 | $75k | -11% | 750.00 | 99.32 |
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| Allstate Corporation (ALL) | 0.0 | $72k | 346.00 | 208.15 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $71k | -11% | 257.00 | 275.39 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $69k | +9900% | 1.0k | 69.40 |
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| Nextera Energy (NEE) | 0.0 | $68k | 850.00 | 80.28 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $65k | 2.7k | 24.04 |
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| Republic Services (RSG) | 0.0 | $64k | 300.00 | 211.93 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $59k | 499.00 | 117.72 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $58k | 1.1k | 53.83 |
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| BP Sponsored Adr (BP) | 0.0 | $56k | -12% | 1.6k | 34.73 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $55k | 179.00 | 309.04 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $55k | 500.00 | 110.03 |
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| SYSCO Corporation (SYY) | 0.0 | $55k | -38% | 743.00 | 73.71 |
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| Altria (MO) | 0.0 | $52k | -28% | 906.00 | 57.66 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $52k | 194.00 | 269.18 |
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| Ameriprise Financial (AMP) | 0.0 | $52k | -48% | 105.00 | 490.34 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $48k | NEW | 296.00 | 163.32 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $48k | 700.00 | 68.11 |
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| CVS Caremark Corporation (CVS) | 0.0 | $47k | -7% | 590.00 | 79.36 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $47k | +2620% | 272.00 | 171.18 |
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| Honeywell International (HON) | 0.0 | $46k | 235.00 | 195.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $45k | -30% | 375.00 | 120.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $40k | 193.00 | 209.12 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $40k | 2.0k | 19.74 |
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| S&p Global (SPGI) | 0.0 | $39k | -16% | 75.00 | 522.60 |
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| AFLAC Incorporated (AFL) | 0.0 | $39k | -43% | 353.00 | 110.27 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $39k | 224.00 | 173.49 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $37k | 353.00 | 105.00 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $35k | 40.00 | 878.98 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $34k | 194.00 | 177.37 |
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| Vistra Energy (VST) | 0.0 | $32k | 200.00 | 161.33 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32k | 335.00 | 96.28 |
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| Eversource Energy (ES) | 0.0 | $32k | 478.00 | 67.33 |
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| Paychex (PAYX) | 0.0 | $31k | -48% | 280.00 | 112.18 |
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| Carrier Global Corporation (CARR) | 0.0 | $31k | 590.00 | 52.84 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $31k | 283.00 | 109.61 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $31k | 843.00 | 36.59 |
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| American Airls (AAL) | 0.0 | $31k | NEW | 2.0k | 15.33 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $30k | 50.00 | 603.28 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $30k | 448.00 | 67.22 |
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| Lowe's Companies (LOW) | 0.0 | $30k | 124.00 | 241.16 |
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| Valero Energy Corporation (VLO) | 0.0 | $30k | -24% | 182.00 | 162.79 |
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| Rockwell Automation (ROK) | 0.0 | $29k | 75.00 | 389.08 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $28k | 335.00 | 82.84 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $27k | 563.00 | 48.58 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $27k | 420.00 | 64.31 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $27k | 60.00 | 448.43 |
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| Analog Devices (ADI) | 0.0 | $27k | -51% | 99.00 | 271.20 |
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| Waste Management (WM) | 0.0 | $26k | 120.00 | 219.72 |
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| Douglas Dynamics (PLOW) | 0.0 | $26k | 800.00 | 32.65 |
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| American Tower Reit (AMT) | 0.0 | $26k | 145.00 | 175.57 |
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| Skyworks Solutions (SWKS) | 0.0 | $25k | 400.00 | 63.41 |
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| NiSource (NI) | 0.0 | $25k | 606.00 | 41.73 |
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| Darden Restaurants (DRI) | 0.0 | $25k | 136.00 | 184.02 |
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| Centene Corporation (CNC) | 0.0 | $25k | 604.00 | 41.15 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $24k | NEW | 479.00 | 49.65 |
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| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $23k | +400% | 5.0k | 4.65 |
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| Iron Mountain (IRM) | 0.0 | $23k | 275.00 | 82.95 |
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| O'reilly Automotive (ORLY) | 0.0 | $23k | 250.00 | 91.21 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $22k | 232.00 | 96.19 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $22k | 50.00 | 442.02 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $22k | 2.3k | 9.45 |
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| West Pharmaceutical Services (WST) | 0.0 | $22k | 80.00 | 275.15 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $22k | 1.1k | 20.60 |
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| United Parcel Service CL B (UPS) | 0.0 | $22k | +10% | 220.00 | 99.19 |
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| Gartner (IT) | 0.0 | $21k | 85.00 | 252.28 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $21k | 2.1k | 9.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $20k | -23% | 300.00 | 66.00 |
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| Hershey Company (HSY) | 0.0 | $20k | -51% | 108.00 | 181.98 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $20k | +2% | 871.00 | 22.36 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $19k | -31% | 60.00 | 323.02 |
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| Nucor Corporation (NUE) | 0.0 | $19k | 118.00 | 163.11 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $19k | 114.00 | 168.77 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $19k | 184.00 | 100.72 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $18k | 209.00 | 87.12 |
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| Chubb (CB) | 0.0 | $18k | 58.00 | 312.12 |
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| Rb Global (RBA) | 0.0 | $18k | 175.00 | 102.87 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $18k | 1.1k | 16.92 |
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| Southern Company (SO) | 0.0 | $18k | -12% | 205.00 | 87.20 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $18k | 902.00 | 19.71 |
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| Haleon Spon Ads (HLN) | 0.0 | $17k | 1.7k | 10.11 |
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| Agnico (AEM) | 0.0 | $17k | 101.00 | 169.53 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $17k | -57% | 292.00 | 57.49 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $17k | -17% | 192.00 | 87.35 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $17k | 207.00 | 79.85 |
|
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $17k | +45% | 1.7k | 9.59 |
|
| RPM International (RPM) | 0.0 | $16k | 155.00 | 104.00 |
|
|
| Ecolab (ECL) | 0.0 | $16k | 60.00 | 262.53 |
|
|
| Travelers Companies (TRV) | 0.0 | $16k | -69% | 54.00 | 290.07 |
|
| Cardinal Health (CAH) | 0.0 | $15k | -50% | 75.00 | 205.51 |
|
| Schwab Strategic Tr Government Money (SGVT) | 0.0 | $15k | NEW | 151.00 | 100.49 |
|
| Unilever Spon Adr New | 0.0 | $15k | NEW | 231.00 | 65.41 |
|
| Public Storage (PSA) | 0.0 | $15k | 57.00 | 259.51 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $15k | 101.00 | 143.48 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $14k | -98% | 53.00 | 268.30 |
|
| Five Below (FIVE) | 0.0 | $14k | 75.00 | 188.36 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $14k | 184.00 | 76.67 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $14k | -27% | 103.00 | 136.61 |
|
| Watsco, Incorporated (WSO) | 0.0 | $14k | 41.00 | 336.95 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $14k | 106.00 | 130.08 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14k | 100.00 | 137.87 |
|
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.0 | $14k | -50% | 520.00 | 26.44 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $14k | 56.00 | 242.82 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $14k | 1.2k | 11.30 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $14k | 209.00 | 64.36 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $13k | 350.00 | 38.05 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $13k | 55.00 | 240.44 |
|
|
| HEICO Corporation (HEI) | 0.0 | $13k | 40.00 | 323.60 |
|
|
| Intel Corporation (INTC) | 0.0 | $13k | +88% | 347.00 | 36.90 |
|
| Edwards Lifesciences (EW) | 0.0 | $13k | NEW | 150.00 | 85.25 |
|
| Simon Property (SPG) | 0.0 | $13k | 69.00 | 185.12 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $13k | 200.00 | 63.04 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $12k | 142.00 | 87.42 |
|
|
| ConAgra Foods (CAG) | 0.0 | $12k | 715.00 | 17.31 |
|
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $12k | NEW | 297.00 | 40.90 |
|
| Crown Castle Intl (CCI) | 0.0 | $12k | 135.00 | 88.87 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $12k | 60.00 | 199.68 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $12k | 262.00 | 45.54 |
|
|
| Fortinet (FTNT) | 0.0 | $12k | 150.00 | 79.41 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $12k | +2% | 674.00 | 17.65 |
|
| Capital One Financial (COF) | 0.0 | $12k | 49.00 | 242.37 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.67 |
|
|
| Exponent (EXPO) | 0.0 | $12k | 170.00 | 69.46 |
|
|
| Phillips 66 (PSX) | 0.0 | $12k | -66% | 92.00 | 128.35 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $12k | 239.00 | 49.12 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $12k | -36% | 168.00 | 69.51 |
|
| National Fuel Gas (NFG) | 0.0 | $11k | 142.00 | 80.06 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $11k | 190.00 | 59.28 |
|
|
| TJX Companies (TJX) | 0.0 | $11k | 73.00 | 153.62 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $11k | 50.00 | 223.18 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $11k | -72% | 114.00 | 97.03 |
|
| Entegris (ENTG) | 0.0 | $11k | 130.00 | 84.25 |
|
|
| ConocoPhillips (COP) | 0.0 | $11k | -48% | 117.00 | 93.62 |
|
| Uber Technologies (UBER) | 0.0 | $11k | 133.00 | 81.71 |
|
|
| Toro Company (TTC) | 0.0 | $11k | 135.00 | 78.73 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $10k | 447.00 | 23.03 |
|
|
| Granite Construction (GVA) | 0.0 | $10k | 88.00 | 115.35 |
|
|
| Kinder Morgan (KMI) | 0.0 | $10k | 363.00 | 27.49 |
|
|
| Medtronic SHS (MDT) | 0.0 | $9.9k | 103.00 | 96.32 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.9k | 504.00 | 19.59 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $9.9k | 51.00 | 193.39 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $9.8k | 50.00 | 195.14 |
|
|
| Sempra Energy (SRE) | 0.0 | $9.7k | 110.00 | 88.29 |
|
|
| Hp (HPQ) | 0.0 | $9.7k | 434.00 | 22.28 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $9.6k | 280.00 | 34.46 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $9.4k | 106.00 | 89.00 |
|
|
| Gra (GGG) | 0.0 | $9.4k | 115.00 | 81.97 |
|
|
| American Water Works (AWK) | 0.0 | $9.4k | 72.00 | 130.50 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $9.2k | 100.00 | 91.93 |
|
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $9.1k | NEW | 203.00 | 44.70 |
|
| Insulet Corporation (PODD) | 0.0 | $8.8k | 31.00 | 284.26 |
|
|
| Yum! Brands (YUM) | 0.0 | $8.8k | 58.00 | 151.29 |
|
|
| Greenlight Capital Re Class A (GLRE) | 0.0 | $8.7k | 600.00 | 14.58 |
|
|
| Sun Communities (SUI) | 0.0 | $8.7k | 70.00 | 123.91 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.2k | 255.00 | 32.06 |
|
|
| F5 Networks (FFIV) | 0.0 | $8.2k | 32.00 | 255.28 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $8.0k | -12% | 97.00 | 82.02 |
|
| Nuveen Real Estate Income Fund (JRS) | 0.0 | $7.8k | NEW | 1.0k | 7.66 |
|
| Stag Industrial (STAG) | 0.0 | $7.6k | 206.00 | 36.76 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $7.5k | 125.00 | 60.39 |
|
|
| B2gold Corp (BTG) | 0.0 | $7.5k | 1.7k | 4.51 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $7.3k | 146.00 | 50.21 |
|
|
| Service Corporation International (SCI) | 0.0 | $7.3k | 93.00 | 77.98 |
|
|
| Prudential Financial (PRU) | 0.0 | $7.2k | 64.00 | 112.89 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $7.0k | 68.00 | 103.13 |
|
|
| Kroger (KR) | 0.0 | $6.9k | 111.00 | 62.49 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $6.9k | -74% | 28.00 | 246.18 |
|
| Pool Corporation (POOL) | 0.0 | $6.9k | 30.00 | 228.77 |
|
|
| Rivernorth Managed (RMM) | 0.0 | $6.8k | 500.00 | 13.61 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.7k | 26.00 | 257.96 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $6.7k | 185.00 | 36.06 |
|
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $6.3k | 511.00 | 12.31 |
|
|
| Vaxcyte (PCVX) | 0.0 | $6.2k | 135.00 | 46.14 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $6.2k | 300.00 | 20.67 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $6.2k | 34.00 | 181.26 |
|
|
| American Electric Power Company (AEP) | 0.0 | $5.8k | 50.00 | 115.32 |
|
|
| V.F. Corporation (VFC) | 0.0 | $5.8k | 318.00 | 18.08 |
|
|
| Dollar Tree (DLTR) | 0.0 | $5.7k | 46.00 | 123.02 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $5.6k | 40.00 | 139.18 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $5.5k | 274.00 | 20.23 |
|
|
| Fortive (FTV) | 0.0 | $5.5k | 100.00 | 55.41 |
|
|
| 3M Company (MMM) | 0.0 | $5.4k | +3300% | 34.00 | 160.12 |
|
| Lululemon Athletica (LULU) | 0.0 | $5.4k | 26.00 | 207.85 |
|
|
| Mohawk Industries (MHK) | 0.0 | $5.4k | 49.00 | 109.31 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $5.2k | 50.00 | 104.08 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $5.1k | 94.00 | 54.54 |
|
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $5.0k | 35.00 | 142.69 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $4.9k | NEW | 142.00 | 34.80 |
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $4.9k | +66% | 500.00 | 9.73 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.8k | 200.00 | 24.02 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $4.7k | 24.00 | 197.17 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $4.5k | 66.00 | 68.23 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $4.4k | -75% | 162.00 | 27.43 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $4.4k | -54% | 230.00 | 19.16 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $4.4k | 30.00 | 146.60 |
|
|
| Ammo (POWW) | 0.0 | $4.2k | 2.5k | 1.71 |
|
|
| Toast Cl A (TOST) | 0.0 | $4.1k | 116.00 | 35.52 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $4.1k | 125.00 | 32.58 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $4.0k | 64.00 | 62.92 |
|
|
| Ceva (CEVA) | 0.0 | $4.0k | 187.00 | 21.52 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.0k | 78.00 | 50.88 |
|
|
| Kenvue (KVUE) | 0.0 | $3.7k | 215.00 | 17.25 |
|
|
| Viatris (VTRS) | 0.0 | $3.6k | 293.00 | 12.45 |
|
|
| Bloomin Brands (BLMN) | 0.0 | $3.5k | 564.00 | 6.17 |
|
|
| United Rentals (URI) | 0.0 | $3.2k | 4.00 | 809.50 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $3.2k | 858.00 | 3.72 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $3.1k | 94.00 | 33.29 |
|
|
| Nike CL B (NKE) | 0.0 | $3.1k | -66% | 48.00 | 63.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $3.1k | 100.00 | 30.54 |
|
|
| Frontier Group Hldgs (ULCC) | 0.0 | $2.9k | 621.00 | 4.71 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $2.9k | 329.00 | 8.76 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $2.8k | 9.00 | 314.89 |
|
|
| Baxter International (BAX) | 0.0 | $2.6k | NEW | 135.00 | 19.11 |
|
| Western Union Company (WU) | 0.0 | $2.6k | 276.00 | 9.31 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.4k | 6.00 | 392.50 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $2.3k | 60.00 | 37.97 |
|
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $2.1k | 318.00 | 6.67 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.9k | -78% | 4.00 | 469.00 |
|
| Solstice Advanced Matls Com Shs | 0.0 | $1.8k | NEW | 37.00 | 48.59 |
|
| Ralliant Corp (RAL) | 0.0 | $1.7k | 33.00 | 51.03 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.5k | 6.00 | 257.00 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $1.4k | +3% | 558.00 | 2.59 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $1.4k | 51.00 | 26.98 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2k | 23.00 | 53.78 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $1.2k | 7.00 | 174.29 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $1.2k | 4.00 | 298.50 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $1.2k | 18.00 | 64.83 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $1.1k | 10.00 | 106.70 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $992.996400 | 132.00 | 7.52 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $930.999900 | -62% | 3.00 | 310.33 |
|
| Progressive Corporation (PGR) | 0.0 | $911.000000 | 4.00 | 227.75 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $907.000000 | 2.00 | 453.50 |
|
|
| Urban Edge Pptys (UE) | 0.0 | $902.000500 | 47.00 | 19.19 |
|
|
| McKesson Corporation (MCK) | 0.0 | $821.000000 | 1.00 | 821.00 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $801.000000 | 15.00 | 53.40 |
|
|
| Jbg Smith Properties (JBGS) | 0.0 | $800.001100 | 47.00 | 17.02 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $753.000000 | 4.00 | 188.25 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $743.000000 | -93% | 4.00 | 185.75 |
|
| Magnum Ice Cream Co Nv Ord Shs | 0.0 | $730.001600 | NEW | 46.00 | 15.87 |
|
| Lemonade (LMND) | 0.0 | $712.000000 | 10.00 | 71.20 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $658.000000 | 2.00 | 329.00 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $634.000000 | NEW | 8.00 | 79.25 |
|
| Etsy (ETSY) | 0.0 | $609.999500 | 11.00 | 55.45 |
|
|
| Resideo Technologies (REZI) | 0.0 | $598.000500 | 17.00 | 35.18 |
|
|
| L3harris Technologies (LHX) | 0.0 | $588.000000 | -96% | 2.00 | 294.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $573.000000 | 6.00 | 95.50 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $565.000000 | 4.00 | 141.25 |
|
|
| Sunrun (RUN) | 0.0 | $552.000000 | 30.00 | 18.40 |
|
|
| Moody's Corporation (MCO) | 0.0 | $511.000000 | 1.00 | 511.00 |
|
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $507.993200 | 214.00 | 2.37 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $505.999800 | -64% | 6.00 | 84.33 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $505.000000 | 2.00 | 252.50 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $454.000000 | 5.00 | 90.80 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $439.001300 | 37.00 | 11.86 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $432.000000 | 5.00 | 86.40 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $427.000000 | 2.00 | 213.50 |
|
|
| Quanta Services (PWR) | 0.0 | $423.000000 | 1.00 | 423.00 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $415.000000 | 1.00 | 415.00 |
|
|
| Kkr & Co (KKR) | 0.0 | $383.000100 | 3.00 | 127.67 |
|
|
| Nortonlifelock (GEN) | 0.0 | $381.000200 | 14.00 | 27.21 |
|
|
| Dominion Resources (D) | 0.0 | $352.000200 | 6.00 | 58.67 |
|
|
| Stryker Corporation (SYK) | 0.0 | $352.000000 | 1.00 | 352.00 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $344.999900 | 7.00 | 49.29 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $343.000000 | 4.00 | 85.75 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $313.000000 | 1.00 | 313.00 |
|
|
| Evergy (EVRG) | 0.0 | $290.000000 | 4.00 | 72.50 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $284.000000 | 1.00 | 284.00 |
|
|
| SLB Com Stk (SLB) | 0.0 | $269.000200 | 7.00 | 38.43 |
|
|
| Amer Sports Com Shs (AS) | 0.0 | $253.000300 | -99% | 7.00 | 36.14 |
|
| Radian (RDN) | 0.0 | $252.000000 | 7.00 | 36.00 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $251.000000 | 1.00 | 251.00 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $243.000000 | 1.00 | 243.00 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $224.000000 | -96% | 1.00 | 224.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $213.000000 | NEW | 8.00 | 26.62 |
|
| Ford Motor Company (F) | 0.0 | $210.000000 | 16.00 | 13.12 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $207.000000 | 1.00 | 207.00 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $206.000000 | 1.00 | 206.00 |
|
|
| Guardant Health (GH) | 0.0 | $205.000000 | 2.00 | 102.50 |
|
|
| Garmin SHS (GRMN) | 0.0 | $203.000000 | 1.00 | 203.00 |
|
|
| Ameren Corporation (AEE) | 0.0 | $200.000000 | 2.00 | 100.00 |
|
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $194.000100 | 3.00 | 64.67 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $186.999800 | NEW | 26.00 | 7.19 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $161.000000 | 1.00 | 161.00 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $155.000000 | 1.00 | 155.00 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $155.000000 | 1.00 | 155.00 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $151.000000 | 2.00 | 75.50 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $138.000000 | 1.00 | 138.00 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $129.000000 | 5.00 | 25.80 |
|
|
| International Paper Company (IP) | 0.0 | $119.000100 | -88% | 3.00 | 39.67 |
|
| Advansix (ASIX) | 0.0 | $70.000000 | 4.00 | 17.50 |
|
|
| Karyopharm Therapeutics Com New (KPTI) | 0.0 | $23.000100 | 3.00 | 7.67 |
|
Past Filings by West Branch Capital
SEC 13F filings are viewable for West Branch Capital going back to 2018
- West Branch Capital 2025 Q4 filed Jan. 16, 2026
- West Branch Capital 2025 Q3 filed Oct. 21, 2025
- West Branch Capital 2025 Q2 filed July 16, 2025
- West Branch Capital 2025 Q1 filed April 16, 2025
- West Branch Capital 2024 Q4 filed Jan. 17, 2025
- West Branch Capital 2024 Q3 filed Oct. 18, 2024
- West Branch Capital 2024 Q2 filed July 26, 2024
- West Branch Capital 2024 Q1 filed April 24, 2024
- West Branch Capital 2023 Q4 filed Jan. 19, 2024
- West Branch Capital 2023 Q3 filed Oct. 20, 2023
- West Branch Capital 2023 Q2 filed Aug. 7, 2023
- West Branch Capital 2023 Q1 filed April 20, 2023
- West Branch Capital 2022 Q4 filed Jan. 27, 2023
- West Branch Capital 2022 Q3 filed Oct. 19, 2022
- West Branch Capital 2022 Q2 filed July 28, 2022
- West Branch Capital 2022 Q1 filed May 3, 2022