§ 13F · FUND PROFILE
West Branch Capital LLC.
AUM · $430M (13F)Positions · 355Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$503K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 148K | $43M | 10.0% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 205K | $41M | 9.5% | −1% |
| 3 | GOOGL | ALPHABET INC | 89K | $32M | 7.4% | −2% |
| 4 | MOG/B | MOOG INC | 60K | $26M | 6.0% | ±0% |
| 5 | AMZN | AMAZON COM INC | 95K | $23M | 5.3% | ±0% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30K | $23M | 5.3% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 55K | $21M | 4.8% | ±0% |
| 8 | AVGO | BROADCOM INC | 32K | $12M | 2.8% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO | 34K | $11M | 2.6% | ±0% |
| 10 | LLY | ELI LILLY & CO | 9K | $10M | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Branch Capital LLC is a Other fund managing $430 million in assets. The fund runs a broad portfolio of 355 positions.
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