West Branch Capital
AMHERST, MAfiles as West Branch Capital LLC
$430m in 355 US stocks at the end of 30 June 2026. The top 10 are 56.0% of the money. It changed about 7.7% of the portfolio this quarter.
Value
$430m
Stocks
355
Top 10 share
56.0%
Turnover
7.7%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exchange Traded FD TRSP<0.1% of the fund
- IsharesEWG<0.1% of the fund
- Vanguard Index FDSVUG<0.1% of the fund
- Invesco Exchange Traded FD TRSPT<0.1% of the fund
- Ishares Silver TRSLV<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- WelltowerWELL<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Canadian Imperial Bank of Commerce /canCM<0.1% of the fund
- MetLifeMET<0.1% of the fund
- XylemXYL<0.1% of the fund
- Synchrony FinancialSYF<0.1% of the fund
- B&G FoodsBGS<0.1% of the fund
- Johnson Controls InternationalJCI<0.1% of the fund
- J M SmuckerSJM<0.1% of the fund
- DoverDOV<0.1% of the fund
- Sibanye StillwaterSBSW<0.1% of the fund
- Koninklijke Philips NVPHG<0.1% of the fund
- CarnivalCCL<0.1% of the fund
Added
Bought more of a stock they already held.
- Eli LillyLLY2.4% of the fund+2%
- Micron TechnologyMU2.3% of the fund+41%
- Meta PlatformsMETA1.7% of the fund+5%
- Berkshire HathawayBRK-B1.5% of the fund+4%
- TeslaTSLA1.2% of the fund+2%
- Advanced Micro DevicesAMD1.2% of the fund+6%
- CaterpillarCAT1.1% of the fund+3%
- Applied MaterialsAMAT1.0% of the fund+9%
- Lam ResearchLRCX0.7% of the fund+19%
- AlphabetGOOG0.6% of the fund+6%
- NetflixNFLX0.6% of the fund+3%
- Morgan StanleyMS0.4% of the fund+8%
- Goldman Sachs GroupGS0.3% of the fund+10%
- MerckMRK0.2% of the fund+12%
- Schwab Strategic TRSCHG0.2% of the fund+104%
- KLAKLAC0.1% of the fund+41%
- IntelINTC0.1% of the fund+2047%
- AmgenAMGN<0.1% of the fund+8%
- Vanguard Scottsdale FDSVONE<0.1% of the fund+558%
- Vanguard Index FDSVOO<0.1% of the fund+113%
- GE VernovaGEV<0.1% of the fund+75%
- QualcommQCOM<0.1% of the fund+4%
- CorningGLW<0.1% of the fund+31%
- Vanguard Index FDSVTI<0.1% of the fund+4%
- Waste ManagementWM<0.1% of the fund+887%
Cut
Sold some of their stake.
- Wells Fargo & CompanyWFC0.4% of the fund-24%
- Philip Morris InternationalPM0.4% of the fund-4%
- McDonald'sMCD0.2% of the fund-58%
- Vanguard Index FDSVBR0.2% of the fund-20%
- M&T BankMTB0.1% of the fund-4%
- RTXRTX0.1% of the fund-63%
- International Business MachinesIBM0.1% of the fund-73%
- Abrdn Precious Metals BasketGLTR0.1% of the fund-7%
- BlackRockBLK0.1% of the fund-26%
- Etfs Gold TRSGOL<0.1% of the fund-6%
- Ishares TRIUSG<0.1% of the fund-8%
- Lockheed MartinLMT<0.1% of the fund-23%
- Vanguard Specialized FundsVIG<0.1% of the fund-9%
- CSXCSX<0.1% of the fund-4%
- PepsiCoPEP<0.1% of the fund-2%
- Vanguard Whitehall FDSVYM<0.1% of the fund-6%
- Ishares TRHYG<0.1% of the fund-6%
- Abbott LaboratoriesABT<0.1% of the fund-84%
- Seagate Technology HoldingsSTX<0.1% of the fund-8%
- Intuitive SurgicalISRG<0.1% of the fund-17%
- American ExpressAXP<0.1% of the fund-76%
- Microchip TechnologyMCHP<0.1% of the fund-5%
- Duke EnergyDUK<0.1% of the fund-13%
- Thermo Fisher ScientificTMO<0.1% of the fund-28%
- Vanguard World FDVGT<0.1% of the fund-11%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLC-100%
- Honeywell InternationalHON-100%
- Ishares TRIWO-100%
- Ishares TRIGIB-100%
- Tortoise Energy InfrastructureTYG-100%
- First TR Exchange-Traded FDSKYY-100%
- Invesco Exchange Traded FD TXLG-100%
- Enterprise Products Partners L.P.EPD-100%
- Ishares TRQLTA-100%
- Ishares TRQUAL-100%
- VaxcytePCVX-100%
- Schwab Strategic TRFNDF-100%
- Blackrock ETF TrustBALI-100%
- V FVFC-100%
- AccentureACN-100%
- Ishares TRHDV-100%
- Outdoor HoldingPOWW-100%
- Janus Detroit STR TRJAAA-100%
- Blackrock ETF Trust IIBINC-100%
- Mohawk IndustriesMHK-100%
- Vaneck ETF TrustEMLC-100%
- BILL HoldingsBILL-100%
- Eos Energy EnterprisesEOSE-100%
- GartnerIT-100%
- Jetblue AirwaysJBLU-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 5.3%
- Value
- $23m
- Shares
- 30,320
Held
- Ishares TRIVV
- Share
- 1.6%
- Value
- $7m
- Shares
- 9,179
Held
- Schwab Strategic TRSCHG
- Share
- 0.2%
- Value
- $1m
- Shares
- 30,287
+104%
- Vanguard Index FDSVBR
- Share
- 0.2%
- Value
- $706,372
- Shares
- 2,907
-20%
- Ishares TRACWX
- Share
- 0.1%
- Value
- $518,690
- Shares
- 6,815
Held
- Abrdn Precious Metals BasketGLTR
- Share
- 0.1%
- Value
- $501,424
- Shares
- 2,768
-7%
- Ishares Gold TRIAU
- Share
- 0.1%
- Value
- $500,632
- Shares
- 6,630
Held
- Vanguard Scottsdale FDSVONE
- Share
- <0.1%
- Value
- $398,674
- Shares
- 1,177
+558%
- Etfs Gold TRSGOL
- Share
- <0.1%
- Value
- $389,105
- Shares
- 10,178
-6%
- Ishares TRIUSG
- Share
- <0.1%
- Value
- $384,972
- Shares
- 2,047
-8%
- Vanguard Specialized FundsVIG
- Share
- <0.1%
- Value
- $358,598
- Shares
- 1,516
-9%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $335,497
- Shares
- 488
+113%
- Ishares TRIVE
- Share
- <0.1%
- Value
- $307,667
- Shares
- 1,355
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $265,068
- Shares
- 1,677
-6%
- Invesco Exchange Traded FD TSPGP
- Share
- <0.1%
- Value
- $251,306
- Shares
- 2,055
Held
- Ishares TRHYG
- Share
- <0.1%
- Value
- $241,910
- Shares
- 3,025
-6%
- Ishares TRAGG
- Share
- <0.1%
- Value
- $240,522
- Shares
- 2,430
Held
- Ishares TRITOT
- Share
- <0.1%
- Value
- $233,592
- Shares
- 1,422
Held
- Ishares TRIWD
- Share
- <0.1%
- Value
- $218,187
- Shares
- 900
Held
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $202,510
- Shares
- 275
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $197,821
- Shares
- 537
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $173,838
- Shares
- 1,400
Held
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $166,137
- Shares
- 449
+4%
- Ishares TRIVW
- Share
- <0.1%
- Value
- $149,649
- Shares
- 1,088
Held
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $142,946
- Shares
- 1,196
-11%
- First TR Exchng Traded FD VIEIPI
- Share
- <0.1%
- Value
- $129,097
- Shares
- 5,911
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $125,748
- Shares
- 591
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 10.0% | $43m | 148,498 | Held |
| NvidiaNVDA | 9.5% | $41m | 205,101 | Held |
| AlphabetGOOGL | 7.4% | $32m | 89,356 | Held |
| MoogMOG-B | 6.0% | $26m | 60,114 | Held |
| Amazon.comAMZN | 5.3% | $23m | 95,216 | Held |
| State STR Spdr S&P 500 ETF TSPY | 5.3% | $23m | 30,320 | Held |
| MicrosoftMSFT | 4.8% | $21m | 55,029 | Held |
| BroadcomAVGO | 2.8% | $12m | 31,925 | Held |
| JPMorgan ChaseJPM | 2.6% | $11m | 33,949 | Held |
| Eli LillyLLY | 2.4% | $10m | 8,703 | +2% |
| Procter & GamblePG | 2.3% | $10m | 68,939 | Held |
| Micron TechnologyMU | 2.3% | $10m | 8,597 | +41% |
| WalmartWMT | 2.0% | $9m | 76,825 | Held |
| Johnson & JohnsonJNJ | 2.0% | $8m | 33,416 | Held |
| AbbVieABBV | 1.8% | $8m | 30,433 | Held |
| VisaV | 1.8% | $8m | 22,041 | Held |
| Meta PlatformsMETA | 1.7% | $7m | 12,646 | +5% |
| Ishares TRIVV | 1.6% | $7m | 9,179 | Held |
| Berkshire HathawayBRK-B | 1.5% | $7m | 12,991 | +4% |
| Cisco SystemsCSCO | 1.5% | $6m | 54,275 | Held |
| OracleORCL | 1.5% | $6m | 43,013 | Held |
| ExxonMobil HoldingsXOM | 1.3% | $6m | 42,207 | Held |
| TeslaTSLA | 1.2% | $5m | 12,299 | +2% |
| Advanced Micro DevicesAMD | 1.2% | $5m | 8,897 | +6% |
| Home DepotHD | 1.2% | $5m | 14,511 | Held |
| CaterpillarCAT | 1.1% | $5m | 4,606 | +3% |
| UnitedHealth GroupUNH | 1.1% | $5m | 11,589 | Held |
| MastercardMA | 1.0% | $4m | 8,619 | Held |
| Applied MaterialsAMAT | 1.0% | $4m | 5,661 | +9% |
| General ElectricGE | 1.0% | $4m | 10,948 | Held |
| Costco WholesaleCOST | 0.9% | $4m | 4,329 | Held |
| Coca-ColaKO | 0.9% | $4m | 48,958 | Held |
| Bank of AmericaBAC | 0.9% | $4m | 68,473 | Held |
| ChevronCVX | 0.9% | $4m | 23,424 | Held |
| Lam ResearchLRCX | 0.7% | $3m | 7,358 | +19% |
| MoogMOG-A | 0.7% | $3m | 6,849 | Held |
| AlphabetGOOG | 0.6% | $3m | 7,238 | +6% |
| NetflixNFLX | 0.6% | $2m | 33,421 | +3% |
| Wells Fargo & CompanyWFC | 0.4% | $2m | 22,485 | -24% |
| Morgan StanleyMS | 0.4% | $2m | 8,836 | +8% |
| Philip Morris InternationalPM | 0.4% | $2m | 8,471 | -4% |
| Goldman Sachs GroupGS | 0.3% | $1m | 1,423 | +10% |
| Palantir TechnologiesPLTR | 0.3% | $1m | 9,521 | Held |
| MerckMRK | 0.2% | $1m | 8,301 | +12% |
| McDonald'sMCD | 0.2% | $1m | 3,927 | -58% |
| Schwab Strategic TRSCHG | 0.2% | $1m | 30,287 | +104% |
| Vanguard Index FDSVBR | 0.2% | $706,372 | 2,907 | -20% |
| KLAKLAC | 0.1% | $599,800 | 1,988 | +41% |
| IntelINTC | 0.1% | $551,539 | 3,950 | +2047% |
| M&T BankMTB | 0.1% | $538,617 | 2,263 | -4% |
| RTXRTX | 0.1% | $531,950 | 2,804 | -63% |
| International Business MachinesIBM | 0.1% | $526,083 | 1,871 | -73% |
| Ishares TRACWX | 0.1% | $518,690 | 6,815 | Held |
| Abrdn Precious Metals BasketGLTR | 0.1% | $501,424 | 2,768 | -7% |
| Ishares Gold TRIAU | 0.1% | $500,632 | 6,630 | Held |
| AstronicsATRO | 0.1% | $463,182 | 5,700 | Held |
| Booking HoldingsBKNG | 0.1% | $441,180 | 2,475 | Held |
| BlackRockBLK | 0.1% | $435,071 | 452 | -26% |
| AmgenAMGN | <0.1% | $422,595 | 1,167 | +8% |
| Vanguard Scottsdale FDSVONE | <0.1% | $398,674 | 1,177 | +558% |
| Etfs Gold TRSGOL | <0.1% | $389,105 | 10,178 | -6% |
| Ishares TRIUSG | <0.1% | $384,972 | 2,047 | -8% |
| Lockheed MartinLMT | <0.1% | $379,039 | 744 | -23% |
| Vanguard Specialized FundsVIG | <0.1% | $358,598 | 1,516 | -9% |
| CSXCSX | <0.1% | $344,687 | 7,252 | -4% |
| Vanguard Index FDSVOO | <0.1% | $335,497 | 488 | +113% |
| GE VernovaGEV | <0.1% | $313,688 | 267 | +75% |
| PepsiCoPEP | <0.1% | $311,556 | 2,301 | -2% |
| Ishares TRIVE | <0.1% | $307,667 | 1,355 | Held |
| Gilead SciencesGILD | <0.1% | $276,213 | 2,186 | Held |
| QualcommQCOM | <0.1% | $267,946 | 1,450 | +4% |
| Vanguard Whitehall FDSVYM | <0.1% | $265,068 | 1,677 | -6% |
| Invesco Exchange Traded FD TSPGP | <0.1% | $251,306 | 2,055 | Held |
| General MotorsGM | <0.1% | $244,335 | 3,170 | Held |
| Unum GroupUNM | <0.1% | $242,185 | 2,709 | Held |
| Ishares TRHYG | <0.1% | $241,910 | 3,025 | -6% |
| Ishares TRAGG | <0.1% | $240,522 | 2,430 | Held |
| EatonETN | <0.1% | $235,645 | 553 | Held |
| Abbott LaboratoriesABT | <0.1% | $233,762 | 2,576 | -84% |
| Ishares TRITOT | <0.1% | $233,592 | 1,422 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $227,740 | 236 | -8% |
| CorningGLW | <0.1% | $224,014 | 877 | +31% |
| Ishares TRIWD | <0.1% | $218,187 | 900 | Held |
| Intuitive SurgicalISRG | <0.1% | $215,145 | 541 | -17% |
| American ExpressAXP | <0.1% | $202,950 | 600 | -76% |
| Invesco QQQ TRQQQ | <0.1% | $202,510 | 275 | Held |
| Spdr Gold TRGLD | <0.1% | $197,821 | 537 | Held |
| Microchip TechnologyMCHP | <0.1% | $181,720 | 1,993 | -5% |
| Ishares TRIWF | <0.1% | $173,838 | 1,400 | Held |
| Duke EnergyDUK | <0.1% | $168,478 | 1,331 | -13% |
| Vanguard Index FDSVTI | <0.1% | $166,137 | 449 | +4% |
| Waste ManagementWM | <0.1% | $156,239 | 701 | +887% |
| SL Green RealtySLG | <0.1% | $155,310 | 3,000 | Held |
| Ishares TRIVW | <0.1% | $149,649 | 1,088 | Held |
| Thermo Fisher ScientificTMO | <0.1% | $143,836 | 287 | -28% |
| Vanguard World FDVGT | <0.1% | $142,946 | 1,196 | -11% |
| Bristol-Myers SquibbBMY | <0.1% | $135,407 | 2,350 | -15% |
| First TR Exchng Traded FD VIEIPI | <0.1% | $129,097 | 5,911 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $125,748 | 591 | New |
| Texas InstrumentsTXN | <0.1% | $123,401 | 414 | +85% |
Showing the largest 100 of 355.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.2% since 30 June 2025.
Where the money is
Technology36.2%
Media & telecom10.3%
Industrials9.5%
Financial services9.5%
Retail & consumer8.1%
Health care8.0%
Everyday goods6.7%
Energy2.3%
Utilities0.1%
Real estate0.1%
Materials0.1%
Other9.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.