§ 13F · FUND PROFILE
West Branch Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $381M (13F)Positions · 452Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$226K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 151K | $38M | 10.3% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 206K | $36M | 9.6% | −3% |
| 3 | GOOGL | ALPHABET INC | 91K | $26M | 7.0% | −1% |
| 4 | MSFT | MICROSOFT CORP | 55K | $20M | 5.4% | −2% |
| 5 | AMZN | AMAZON COM INC | 95K | $20M | 5.3% | +2% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30K | $20M | 5.3% | ±0% |
| 7 | MOG/B | MOOG INC | 60K | $18M | 4.7% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 34K | $10M | 2.7% | ±0% |
| 9 | AVGO | BROADCOM INC | 32K | $10M | 2.7% | +1% |
| 10 | PG | PROCTER & GAMBLE CO | 69K | $10M | 2.7% | +6% |
§ 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 $381 million in assets. The fund runs a broad portfolio of 452 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed