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 37.66% of West Branch Capital's stock portfolio.
- Added to shares of these 10 stocks: CAT, AMAT, CVX, GE, LRCX, MU, RTX, XOM, AMD, PG.
- Started 22 new stock positions in HDV, EOSE, IXUS, JBLU, XLF, BINC, JAAA, IGF, IGIB, EMLC. BALI, FNDF, CHWY, XRXDW, UTF, IBRX, XLU, QUBT, SLG, RGTI, QLTA, QUAL.
- Reduced shares in these 10 stocks: CRM, NVDA, BKNG, TMO, ADP, BA, MSFT, ABT, MCD, GOOGL.
- Sold out of its positions in AAL, ADM, AstraZeneca, ADP, BKR, BAX, BA, CORT, DAL, ECL.
- West Branch Capital was a net buyer of stock by $6.8M.
- West Branch Capital has $374M in assets under management (AUM), dropping by -3.76%.
- Central Index Key (CIK): 0001738723
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Portfolio Holdings for West Branch Capital
West Branch Capital holds 378 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.3 | $38M | 152k | 253.79 |
|
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| NVIDIA Corporation (NVDA) | 9.6 | $36M | -3% | 206k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $26M | 91k | 287.56 |
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| Microsoft Corporation (MSFT) | 5.4 | $20M | 55k | 370.17 |
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| Amazon (AMZN) | 5.3 | $20M | +2% | 95k | 208.27 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.3 | $20M | 30k | 650.34 |
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| Moog CL B (MOG.B) | 4.7 | $18M | 60k | 294.90 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $10M | 34k | 294.16 |
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| Broadcom (AVGO) | 2.7 | $9.9M | 32k | 309.51 |
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| Procter & Gamble Company (PG) | 2.7 | $9.9M | +6% | 69k | 144.44 |
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| Wal-Mart Stores (WMT) | 2.5 | $9.5M | 76k | 124.28 |
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| Johnson & Johnson (JNJ) | 2.2 | $8.2M | 33k | 244.44 |
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| Eli Lilly & Co. (LLY) | 2.1 | $7.8M | 8.5k | 919.78 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $7.2M | +11% | 43k | 169.66 |
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| Meta Platforms Cl A (META) | 1.9 | $6.9M | +3% | 12k | 572.15 |
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| Visa Com Cl A (V) | 1.8 | $6.6M | 22k | 302.24 |
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| Abbvie (ABBV) | 1.8 | $6.6M | 30k | 217.49 |
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| Oracle Corporation (ORCL) | 1.7 | $6.3M | 43k | 147.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $6.0M | +2% | 13k | 479.19 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $6.0M | 9.1k | 653.18 |
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| Chevron Corporation (CVX) | 1.3 | $4.8M | +43% | 23k | 206.90 |
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| Home Depot (HD) | 1.3 | $4.7M | 14k | 328.90 |
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| Tesla Motors (TSLA) | 1.2 | $4.5M | +4% | 12k | 371.74 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $4.2M | +2% | 8.5k | 499.68 |
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| Costco Wholesale Corporation (COST) | 1.1 | $4.2M | +8% | 4.2k | 996.34 |
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| Cisco Systems (CSCO) | 1.1 | $4.2M | 54k | 77.59 |
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| Coca-Cola Company (KO) | 1.0 | $3.7M | +4% | 48k | 76.05 |
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| Bank of America Corporation (BAC) | 0.9 | $3.3M | +2% | 68k | 48.75 |
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| Caterpillar (CAT) | 0.8 | $3.2M | +150% | 4.5k | 708.38 |
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| Netflix (NFLX) | 0.8 | $3.1M | +9% | 32k | 96.15 |
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| UnitedHealth (UNH) | 0.8 | $3.1M | +2% | 12k | 270.58 |
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| Ge Aerospace Com New (GE) | 0.8 | $3.1M | +86% | 11k | 283.78 |
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| McDonald's Corporation (MCD) | 0.8 | $2.9M | -9% | 9.3k | 310.80 |
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| Wells Fargo & Company (WFC) | 0.6 | $2.3M | +3% | 29k | 79.61 |
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| Micron Technology (MU) | 0.6 | $2.1M | +129% | 6.1k | 337.84 |
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| Moog Cl A (MOG.A) | 0.5 | $2.0M | -5% | 6.9k | 292.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.0M | -2% | 6.8k | 286.88 |
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| Applied Materials (AMAT) | 0.5 | $1.8M | +86616% | 5.2k | 341.76 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.7M | +79% | 8.4k | 203.43 |
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| International Business Machines (IBM) | 0.5 | $1.7M | 7.0k | 242.39 |
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| Abbott Laboratories (ABT) | 0.4 | $1.6M | -17% | 16k | 102.67 |
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| Metropcs Communications (TMUS) | 0.4 | $1.5M | -12% | 7.2k | 210.03 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.5M | +160% | 7.6k | 192.90 |
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| Philip Morris International (PM) | 0.4 | $1.5M | +11% | 8.8k | 165.33 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.4M | +29% | 9.5k | 146.28 |
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| Morgan Stanley Com New (MS) | 0.4 | $1.3M | +30% | 8.2k | 164.57 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.3M | +2172% | 6.2k | 213.66 |
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| Goldman Sachs (GS) | 0.3 | $1.1M | +58% | 1.3k | 845.99 |
|
| Merck & Co (MRK) | 0.2 | $894k | +42% | 7.4k | 120.29 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $786k | -18% | 3.6k | 217.25 |
|
| American Express Company (AXP) | 0.2 | $756k | -16% | 2.5k | 302.51 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $649k | 3.0k | 218.72 |
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| Blackrock (BLK) | 0.2 | $590k | -15% | 614.00 | 961.28 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $585k | 6.6k | 88.16 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $583k | 965.00 | 604.39 |
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| M&T Bank Corporation (MTB) | 0.1 | $488k | -14% | 2.4k | 206.72 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $485k | 11k | 44.62 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $467k | +6% | 6.8k | 68.47 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $433k | 15k | 29.13 |
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| Booking Holdings (BKNG) | 0.1 | $416k | -71% | 99.00 | 4205.14 |
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| Astronics Corporation (ATRO) | 0.1 | $380k | 5.7k | 66.73 |
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| Amgen (AMGN) | 0.1 | $379k | 1.1k | 351.85 |
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| Pepsi (PEP) | 0.1 | $366k | -15% | 2.4k | 155.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $358k | 1.7k | 215.00 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $345k | 2.2k | 155.09 |
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| CSX Corporation (CSX) | 0.1 | $309k | 7.5k | 41.05 |
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| Gilead Sciences (GILD) | 0.1 | $304k | 2.2k | 139.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $302k | -10% | 654.00 | 460.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $286k | 1.4k | 211.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $264k | -4% | 1.8k | 148.09 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $257k | 3.2k | 79.56 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $241k | 2.4k | 99.27 |
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| General Motors Company (GM) | 0.1 | $236k | 3.2k | 74.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $231k | -4% | 537.00 | 430.29 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $221k | 2.1k | 107.62 |
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| Kla Corp Com New (KLAC) | 0.1 | $208k | 141.00 | 1472.41 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $203k | -20% | 1.4k | 142.43 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $201k | -5% | 1.5k | 130.94 |
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| Unum (UNM) | 0.1 | $198k | 2.7k | 73.03 |
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| Eaton Corp SHS (ETN) | 0.1 | $198k | -5% | 553.00 | 357.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $196k | -81% | 398.00 | 491.39 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $192k | 900.00 | 213.67 |
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| Qualcomm (QCOM) | 0.0 | $180k | 1.4k | 128.78 |
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| Bristol Myers Squibb (BMY) | 0.0 | $167k | -3% | 2.8k | 60.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $159k | +7% | 275.00 | 577.18 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $149k | -34% | 350.00 | 426.40 |
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| Linde SHS (LIN) | 0.0 | $146k | -10% | 295.00 | 495.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $139k | -13% | 432.00 | 320.62 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $137k | -56% | 229.00 | 597.59 |
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| Microchip Technology (MCHP) | 0.0 | $135k | 2.1k | 64.61 |
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| Shell Spon Ads (SHEL) | 0.0 | $134k | 1.4k | 93.00 |
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| Ge Vernova (GEV) | 0.0 | $134k | +3% | 153.00 | 872.90 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $133k | 5.9k | 22.49 |
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| Prologis (PLD) | 0.0 | $131k | 991.00 | 132.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $123k | 1.1k | 113.12 |
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| At&t (T) | 0.0 | $123k | 4.2k | 28.99 |
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| Pfizer (PFE) | 0.0 | $122k | 4.4k | 28.08 |
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| General Dynamics Corporation (GD) | 0.0 | $121k | 352.00 | 343.22 |
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $119k | 2.4k | 50.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $117k | 168.00 | 697.72 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $117k | +21% | 1.7k | 70.17 |
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| Verizon Communications (VZ) | 0.0 | $115k | +5% | 2.3k | 50.20 |
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| Emerson Electric (EMR) | 0.0 | $115k | 880.00 | 131.02 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $113k | +2% | 354.00 | 317.81 |
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| Sl Green Realty Corp (SLG) | 0.0 | $111k | NEW | 3.0k | 36.94 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $101k | 257.00 | 391.76 |
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| Air Products & Chemicals (APD) | 0.0 | $101k | -9% | 346.00 | 290.49 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $100k | 1.4k | 70.20 |
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| Canadian Natl Ry (CNI) | 0.0 | $98k | 950.00 | 102.77 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $93k | 429.00 | 216.58 |
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| Corning Incorporated (GLW) | 0.0 | $91k | -37% | 672.00 | 136.07 |
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| PNC Financial Services (PNC) | 0.0 | $88k | -16% | 425.00 | 208.09 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $83k | 300.00 | 275.18 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $82k | 337.00 | 243.08 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $79k | -18% | 60.00 | 1320.83 |
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| Nextera Energy (NEE) | 0.0 | $79k | 850.00 | 92.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $75k | -22% | 1.2k | 64.08 |
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| BP Sponsored Adr (BP) | 0.0 | $75k | 1.6k | 47.00 |
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| Allstate Corporation (ALL) | 0.0 | $72k | 346.00 | 207.34 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $67k | 2.7k | 24.75 |
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| Republic Services (RSG) | 0.0 | $66k | 300.00 | 219.02 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $65k | -38% | 486.00 | 132.90 |
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| Constellation Energy (CEG) | 0.0 | $64k | 229.00 | 279.25 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $64k | -22% | 583.00 | 108.98 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $62k | 1.1k | 57.64 |
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| Altria (MO) | 0.0 | $60k | 906.00 | 65.99 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $58k | 500.00 | 116.04 |
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| salesforce (CRM) | 0.0 | $58k | -95% | 310.00 | 186.52 |
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| Servicenow (NOW) | 0.0 | $56k | 535.00 | 104.55 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $55k | 499.00 | 110.86 |
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| Honeywell International (HON) | 0.0 | $53k | 235.00 | 226.03 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $53k | 179.00 | 295.12 |
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| Consolidated Edison (ED) | 0.0 | $51k | -40% | 450.00 | 113.18 |
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| Cigna Corp (CI) | 0.0 | $50k | -44% | 189.00 | 266.75 |
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| SYSCO Corporation (SYY) | 0.0 | $50k | -5% | 700.00 | 71.33 |
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| Ameriprise Financial (AMP) | 0.0 | $47k | 105.00 | 444.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $47k | 375.00 | 124.31 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $47k | 296.00 | 157.35 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $45k | 194.00 | 234.03 |
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| Citigroup Com New (C) | 0.0 | $45k | -73% | 392.00 | 113.41 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $44k | 224.00 | 194.14 |
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| CVS Caremark Corporation (CVS) | 0.0 | $42k | 590.00 | 71.82 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $40k | 2.0k | 19.62 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $40k | 193.00 | 205.80 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $36k | 40.00 | 895.25 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $36k | 194.00 | 184.28 |
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| Union Pacific Corporation (UNP) | 0.0 | $36k | -76% | 147.00 | 242.39 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $35k | 700.00 | 50.44 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $35k | 353.00 | 99.97 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $35k | +10% | 495.00 | 69.75 |
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| Douglas Dynamics (PLOW) | 0.0 | $34k | 800.00 | 42.09 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $34k | 853.00 | 39.28 |
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| Eversource Energy (ES) | 0.0 | $33k | 478.00 | 69.28 |
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| AFLAC Incorporated (AFL) | 0.0 | $33k | -15% | 299.00 | 109.71 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $33k | 60.00 | 543.13 |
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| Analog Devices (ADI) | 0.0 | $32k | 99.00 | 318.14 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32k | 335.00 | 93.93 |
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| Vistra Energy (VST) | 0.0 | $30k | 200.00 | 150.33 |
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| Lowe's Companies (LOW) | 0.0 | $29k | 124.00 | 236.28 |
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| Carrier Global Corporation (CARR) | 0.0 | $29k | -13% | 510.00 | 56.31 |
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| Iron Mountain (IRM) | 0.0 | $28k | 275.00 | 102.14 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $28k | 337.00 | 82.49 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $28k | 569.00 | 48.31 |
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| Rockwell Automation (ROK) | 0.0 | $27k | 75.00 | 358.88 |
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| Darden Restaurants (DRI) | 0.0 | $27k | 136.00 | 196.04 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $26k | 283.00 | 92.04 |
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| Paychex (PAYX) | 0.0 | $26k | 280.00 | 92.12 |
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| American Tower Reit (AMT) | 0.0 | $25k | 145.00 | 172.59 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $23k | +4% | 242.00 | 95.58 |
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| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $23k | 5.0k | 4.62 |
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| O'reilly Automotive (ORLY) | 0.0 | $23k | 250.00 | 92.31 |
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| Hershey Company (HSY) | 0.0 | $23k | 108.00 | 207.90 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $22k | 1.1k | 20.42 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $21k | 2.4k | 9.04 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $21k | +2% | 51.00 | 406.45 |
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| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $21k | +31% | 2.3k | 9.16 |
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| Valero Energy Corporation (VLO) | 0.0 | $21k | -54% | 83.00 | 247.08 |
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| Agnico (AEM) | 0.0 | $21k | 101.00 | 202.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $20k | 300.00 | 67.53 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $20k | 2.1k | 9.45 |
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| Centene Corporation (CNC) | 0.0 | $20k | 604.00 | 32.74 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $19k | 114.00 | 168.85 |
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| Chubb (CB) | 0.0 | $19k | 58.00 | 325.93 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $19k | 60.00 | 313.82 |
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| Annaly Capital Management In Com New (NLY) | 0.0 | $19k | 888.00 | 21.14 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $18k | 479.00 | 38.42 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $18k | 210.00 | 86.86 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $18k | 1.1k | 16.72 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $18k | -18% | 180.00 | 98.38 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $17k | NEW | 200.00 | 86.64 |
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| Haleon Spon Ads (HLN) | 0.0 | $17k | 1.7k | 10.01 |
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| Rb Global (RBA) | 0.0 | $17k | 175.00 | 95.85 |
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| Phillips 66 (PSX) | 0.0 | $17k | 92.00 | 181.20 |
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| Waste Management (WM) | 0.0 | $16k | -40% | 71.00 | 229.80 |
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| Schwab Strategic Tr Government Money (SGVT) | 0.0 | $16k | +4% | 158.00 | 100.64 |
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| Cardinal Health (CAH) | 0.0 | $16k | 75.00 | 211.32 |
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| Travelers Companies (TRV) | 0.0 | $16k | 54.00 | 291.69 |
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| Proshares Tr Large Cap Cre (CSM) | 0.0 | $16k | 207.00 | 74.98 |
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| ConocoPhillips (COP) | 0.0 | $15k | 117.00 | 132.00 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $15k | 100.00 | 152.75 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $15k | NEW | 287.00 | 53.22 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $15k | +3% | 306.00 | 49.84 |
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| Watsco, Incorporated (WSO) | 0.0 | $15k | 41.00 | 363.80 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $15k | 192.00 | 77.08 |
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| Nordson Corporation (NDSN) | 0.0 | $15k | 55.00 | 266.07 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $14k | 350.00 | 39.68 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $14k | 212.00 | 64.08 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $14k | 902.00 | 15.05 |
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| National Fuel Gas (NFG) | 0.0 | $13k | 142.00 | 93.96 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $13k | 239.00 | 55.71 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $13k | 1.2k | 10.98 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $13k | 231.00 | 56.98 |
|
|
| Simon Property (SPG) | 0.0 | $13k | 69.00 | 186.54 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $13k | 168.00 | 75.36 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $12k | 679.00 | 17.54 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $12k | 200.00 | 59.15 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.65 |
|
|
| TJX Companies (TJX) | 0.0 | $12k | 73.00 | 159.71 |
|
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $12k | 106.00 | 109.37 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $12k | 50.00 | 230.40 |
|
|
| ConAgra Foods (CAG) | 0.0 | $11k | 715.00 | 15.72 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $11k | 135.00 | 81.31 |
|
|
| ClearBridge Energy MLP Fund (EMO) | 0.0 | $11k | +2% | 208.00 | 52.72 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $11k | 60.00 | 181.43 |
|
|
| Greenlight Cap Re Class A (GLRE) | 0.0 | $10k | 600.00 | 17.29 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $10k | 190.00 | 54.55 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $10k | 447.00 | 22.91 |
|
|
| American Water Works (AWK) | 0.0 | $9.8k | 72.00 | 136.10 |
|
|
| NiSource (NI) | 0.0 | $9.7k | -65% | 207.00 | 46.63 |
|
| Enterprise Products Partners (EPD) | 0.0 | $9.6k | 255.00 | 37.84 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $9.6k | 142.00 | 67.57 |
|
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.0 | $9.6k | NEW | 201.00 | 47.59 |
|
| F5 Networks (FFIV) | 0.0 | $9.3k | 32.00 | 289.34 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $9.2k | NEW | 48.00 | 191.81 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $9.2k | 146.00 | 62.95 |
|
|
| Yum! Brands (YUM) | 0.0 | $9.0k | 58.00 | 155.48 |
|
|
| Medtronic SHS (MDT) | 0.0 | $9.0k | 104.00 | 86.67 |
|
|
| Capital One Financial (COF) | 0.0 | $8.9k | 49.00 | 182.45 |
|
|
| Southern Company (SO) | 0.0 | $8.7k | -56% | 90.00 | 96.52 |
|
| Hp (HPQ) | 0.0 | $8.3k | 434.00 | 19.21 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $8.1k | 50.00 | 162.48 |
|
|
| Intel Corporation (INTC) | 0.0 | $8.1k | -46% | 184.00 | 44.13 |
|
| Becton, Dickinson and (BDX) | 0.0 | $8.0k | 51.00 | 157.75 |
|
|
| Kroger (KR) | 0.0 | $8.0k | 111.00 | 72.36 |
|
|
| Vaxcyte (PCVX) | 0.0 | $7.8k | 135.00 | 58.11 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $7.8k | NEW | 302.00 | 25.86 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $7.6k | 300.00 | 25.48 |
|
|
| Nuveen Real Estate Income Fund (JRS) | 0.0 | $7.6k | 1.0k | 7.46 |
|
|
| B2gold Corp (BTG) | 0.0 | $7.5k | 1.7k | 4.53 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $7.5k | -57% | 78.00 | 96.47 |
|
| Stag Industrial (STAG) | 0.0 | $7.4k | 206.00 | 36.06 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $7.1k | 185.00 | 38.26 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $6.9k | 28.00 | 248.00 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.9k | 97.00 | 71.19 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $6.9k | NEW | 141.00 | 48.94 |
|
| Rivernorth Managed (RMM) | 0.0 | $6.8k | 500.00 | 13.63 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.8k | 26.00 | 261.92 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $6.6k | 125.00 | 52.96 |
|
|
| American Electric Power Company (AEP) | 0.0 | $6.6k | 50.00 | 131.08 |
|
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $6.5k | +2% | 523.00 | 12.48 |
|
| Insulet Corporation (PODD) | 0.0 | $6.5k | 31.00 | 209.87 |
|
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.0 | $6.3k | NEW | 204.00 | 30.81 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $6.1k | 280.00 | 21.62 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $5.8k | 40.00 | 145.95 |
|
|
| Immunitybio (IBRX) | 0.0 | $5.8k | NEW | 750.00 | 7.67 |
|
| V.F. Corporation (VFC) | 0.0 | $5.4k | 318.00 | 16.99 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $5.4k | NEW | 200.00 | 27.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $5.4k | -49% | 27.00 | 198.30 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $5.3k | 50.00 | 106.02 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $5.2k | NEW | 38.00 | 135.74 |
|
| Dollar Tree (DLTR) | 0.0 | $5.0k | 46.00 | 109.52 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $5.0k | 162.00 | 30.69 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $5.0k | 24.00 | 206.38 |
|
|
| Ammo (POWW) | 0.0 | $4.9k | 2.5k | 2.01 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $4.9k | 274.00 | 18.02 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $4.9k | NEW | 97.00 | 50.37 |
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $4.9k | 500.00 | 9.77 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $4.8k | NEW | 93.00 | 51.94 |
|
| Mohawk Industries (MHK) | 0.0 | $4.8k | 49.00 | 98.47 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.8k | 200.00 | 23.81 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $4.7k | NEW | 186.00 | 25.11 |
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $4.3k | 230.00 | 18.71 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $4.2k | 125.00 | 33.86 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $4.0k | 26.00 | 153.12 |
|
|
| Viatris (VTRS) | 0.0 | $4.0k | 293.00 | 13.51 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.8k | 30.00 | 125.47 |
|
|
| Kenvue (KVUE) | 0.0 | $3.7k | 215.00 | 17.24 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $3.6k | 94.00 | 38.31 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $3.6k | NEW | 722.00 | 4.96 |
|
| Ceva (CEVA) | 0.0 | $3.5k | 187.00 | 18.68 |
|
|
| Gartner (IT) | 0.0 | $3.3k | -75% | 21.00 | 158.38 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $3.3k | NEW | 742.00 | 4.42 |
|
| Toast Cl A (TOST) | 0.0 | $3.1k | 116.00 | 26.52 |
|
|
| Bloomin Brands (BLMN) | 0.0 | $3.0k | 564.00 | 5.40 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $2.9k | 858.00 | 3.43 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $2.9k | 78.00 | 36.76 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $2.8k | 37.00 | 76.16 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $2.8k | +93% | 1.1k | 2.61 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $2.7k | 66.00 | 41.39 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $2.7k | 9.00 | 298.89 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.7k | 6.00 | 445.67 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $2.6k | 100.00 | 25.88 |
|
|
| Nike CL B (NKE) | 0.0 | $2.5k | 48.00 | 52.83 |
|
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $2.5k | 318.00 | 7.86 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $2.4k | 94.00 | 26.00 |
|
|
| Western Union Company (WU) | 0.0 | $2.4k | 276.00 | 8.73 |
|
|
| Frontier Group Hldgs (ULCC) | 0.0 | $2.2k | 621.00 | 3.53 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $2.2k | 329.00 | 6.63 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $1.7k | NEW | 26.00 | 67.00 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $1.7k | NEW | 37.00 | 45.89 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $1.7k | 51.00 | 32.65 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.6k | 4.00 | 390.50 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $1.4k | NEW | 29.00 | 49.38 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.4k | 60.00 | 22.70 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $1.3k | +220% | 16.00 | 80.44 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2k | 23.00 | 54.09 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $1.1k | 18.00 | 59.89 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $981.999900 | 3.00 | 327.33 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $980.000000 | 10.00 | 98.00 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $894.000000 | 2.00 | 447.00 |
|
|
| McKesson Corporation (MCK) | 0.0 | $866.000000 | 1.00 | 866.00 |
|
|
| Progressive Corporation (PGR) | 0.0 | $793.000000 | 4.00 | 198.25 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $781.000500 | 15.00 | 52.07 |
|
|
| United Rentals (URI) | 0.0 | $729.000000 | -75% | 1.00 | 729.00 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $694.000000 | 4.00 | 173.50 |
|
|
| L3harris Technologies (LHX) | 0.0 | $691.000000 | 2.00 | 345.50 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $682.994400 | 132.00 | 5.17 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $677.000000 | 4.00 | 169.25 |
|
|
| Lemonade (LMND) | 0.0 | $627.000000 | 10.00 | 62.70 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $606.000000 | 4.00 | 151.50 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $582.000000 | 2.00 | 291.00 |
|
|
| Resideo Technologies (REZI) | 0.0 | $573.999900 | 17.00 | 33.76 |
|
|
| Quanta Services (PWR) | 0.0 | $550.000000 | 1.00 | 550.00 |
|
|
| Etsy (ETSY) | 0.0 | $550.000000 | 11.00 | 50.00 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $538.000200 | 6.00 | 89.67 |
|
|
| Uber Technologies (UBER) | 0.0 | $504.000000 | -94% | 7.00 | 72.00 |
|
| Wabtec Corporation (WAB) | 0.0 | $500.000000 | 2.00 | 250.00 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $454.000000 | 5.00 | 90.80 |
|
|
| Moody's Corporation (MCO) | 0.0 | $437.000000 | 1.00 | 437.00 |
|
|
| S&p Global (SPGI) | 0.0 | $426.000000 | -98% | 1.00 | 426.00 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $422.998800 | 37.00 | 11.43 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $423.000000 | 2.00 | 211.50 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $411.000000 | 1.00 | 411.00 |
|
|
| Sunrun (RUN) | 0.0 | $407.001000 | 30.00 | 13.57 |
|
|
| Kinder Morgan (KMI) | 0.0 | $402.999600 | -96% | 12.00 | 33.58 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $376.999800 | 6.00 | 62.83 |
|
|
| Dominion Resources (D) | 0.0 | $370.999800 | 6.00 | 61.83 |
|
|
| SLB Com Stk (SLB) | 0.0 | $360.000200 | 7.00 | 51.43 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $355.000000 | 1.00 | 355.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $329.000000 | 1.00 | 329.00 |
|
|
| Evergy (EVRG) | 0.0 | $328.000000 | 4.00 | 82.00 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $322.000000 | 7.00 | 46.00 |
|
|
| Quantum Computing (QUBT) | 0.0 | $322.001700 | NEW | 47.00 | 6.85 |
|
| American Intl Group Com New (AIG) | 0.0 | $301.000000 | 4.00 | 75.25 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $278.000000 | 1.00 | 278.00 |
|
|
| Kkr & Co (KKR) | 0.0 | $278.000100 | 3.00 | 92.67 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $238.999600 | NEW | 17.00 | 14.06 |
|
| Garmin SHS (GRMN) | 0.0 | $233.000000 | 1.00 | 233.00 |
|
|
| Radian (RDN) | 0.0 | $232.000300 | 7.00 | 33.14 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $231.000000 | 1.00 | 231.00 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $231.000000 | 1.00 | 231.00 |
|
|
| Amer Sports Com Shs (AS) | 0.0 | $222.999700 | 7.00 | 31.86 |
|
|
| Ameren Corporation (AEE) | 0.0 | $220.000000 | 2.00 | 110.00 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $213.000000 | 1.00 | 213.00 |
|
|
| Ford Motor Company (F) | 0.0 | $185.000000 | 16.00 | 11.56 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $185.000000 | 2.00 | 92.50 |
|
|
| Guardant Health (GH) | 0.0 | $185.000000 | 2.00 | 92.50 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $181.000000 | 1.00 | 181.00 |
|
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $179.000100 | 3.00 | 59.67 |
|
|
| 3M Company (MMM) | 0.0 | $146.000000 | -97% | 1.00 | 146.00 |
|
| Hartford Financial Services (HIG) | 0.0 | $136.000000 | 1.00 | 136.00 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $136.000000 | 1.00 | 136.00 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $115.000000 | 1.00 | 115.00 |
|
|
| International Paper Company (IP) | 0.0 | $108.000000 | 3.00 | 36.00 |
|
|
| Advansix (ASIX) | 0.0 | $98.000000 | 4.00 | 24.50 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $58.000000 | 5.00 | 11.60 |
|
|
| Karyopharm Therapeutics Com New (KPTI) | 0.0 | $17.000100 | 3.00 | 5.67 |
|
|
| Xerox Holdings Corp *w Exp 02/11/202 (XRXDW) | 0.0 | $10.004500 | NEW | 107.00 | 0.09 |
|
Past Filings by West Branch Capital
SEC 13F filings are viewable for West Branch Capital going back to 2018
- West Branch Capital 2026 Q1 filed April 14, 2026
- 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