West Branch Capital LLC Purchases in Q4 2025

West Branch Capital LLC

  • $364 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
2.01K
+ 2.24%
$236.57 - $291.31 $476K - $586K
91.8K $25.4M
LLY
Eli Lilly & CO

Healthcare
94
+ 1.12%
$799.57 - $1025.28 $75.2K - $96.4K
8.49K $8.68M
CAT
Caterpillar Inc

Industrials
1.36K
+ 323.99%
$480.82 - $585.49 $656K - $799K
1.79K $985K
AMD
Advanced Micro Devices Inc

Technology
2.25K
+ 92.43%
$164.01 - $264.33 $369K - $594K
4.68K $1.13M
MU
Micron Technology Inc

Technology
2.66K
New
$181.6 - $253.3 $482K - $673K
2.66K $655K
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 2.0%
$67.46 - $78.0 $71K - $82.1K
53.7K $4.18M
JNJ
Johnson & Johnson

Healthcare
432
+ 1.31%
$185.98 - $199.58 $80.3K - $86.2K
33.5K $6.68M
AVGO
Broadcom Inc.

Technology
163
+ 0.51%
$324.63 - $385.98 $52.9K - $62.9K
31.9K $10.9M
PLTR
Palantir Technologies Inc.

Technology
2.72K
+ 58.24%
$172.14 - $207.18 $467K - $562K
7.38K $1.28M
MS
Morgan Stanley

Financial Services
2.54K
+ 67.97%
$151.86 - $169.92 $386K - $432K
6.28K $1M
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 3.17%
$66.1 - $71.61 $93.8K - $102K
46.3K $3.27M
RTX
Raytheon Technologies Corp

Industrials
1.61K
+ 122.46%
$157.0 - $179.44 $253K - $290K
2.93K $514K
IBM
International Business Machines Corp

Technology
528
+ 8.09%
$275.97 - $314.98 $146K - $166K
7.05K $2.1M
XOM
Exxon Mobil Corp

Energy
254
+ 0.67%
$110.64 - $119.78 $28.1K - $30.4K
38K $4.47M
NOW
Service Now, Inc.

Technology
246
+ 85.12%
$835.79 - $946.29 $206K - $233K
535 $447K
GE
General Electric CO

Industrials
580
+ 11.17%
$291.49 - $314.28 $169K - $182K
5.77K $1.73M
CVX
Chevron Corp

Energy
1K
+ 6.6%
$148.9 - $157.72 $149K - $158K
16.2K $2.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1K
New
$101.39 - $114.39 $101K - $114K
1K $114K
WFC
Wells Fargo & Company

Financial Services
1.47K
+ 5.46%
$77.62 - $87.3 $114K - $129K
28.5K $2.37M
XLK
Technology Sector Spdr

ETFs
349
+ 78.78%
$278.39 - $304.13 $97.2K - $106K
792 $228K
ABBV
Abb Vie Inc.

Healthcare
122
+ 0.41%
$211.96 - $244.38 $25.9K - $29.8K
30.1K $7.04M
C
Citigroup Inc

Financial Services
1K
+ 203.25%
$93.93 - $102.87 $93.9K - $103K
1.49K $146K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 0.26%
$475.68 - $513.11 $15.2K - $16.4K
12.2K $6.19M
XLY
Select Sector Spdr Consumer Di

ETFs
374
+ 100.0%
$228.75 - $242.18 $85.6K - $90.6K
748 $172K
PM
Philip Morris International Inc.

Consumer Defensive
940
+ 13.49%
$144.33 - $160.86 $136K - $151K
7.91K $1.21M
BAC
Bank Of America Corp

Financial Services
1.6K
+ 2.45%
$48.65 - $54.11 $77.6K - $86.3K
66.6K $3.43M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.2%
$656.2 - $690.71 $11.8K - $12.4K
9.13K $6.17M
DAL
Delta Air Lines, Inc.

Industrials
990
+ 9900.0%
$55.65 - $62.32 $55.1K - $61.7K
1K $58K
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 3.07%
$910.94 - $954.99 $107K - $112K
3.93K $3.58M
WMT
Walmart Inc.

Consumer Defensive
574
+ 0.76%
$101.18 - $109.03 $58.1K - $62.6K
76.1K $7.83M
CINF
Cincinnati Financial Corp

Financial Services
296
New
$151.39 - $166.89 $44.8K - $49.4K
296 $48K
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.18%
$110.56 - $125.2 $442 - $501
2.18K $270K
CEG
Constellation Energy Corp

Utilities
78
+ 51.66%
$335.74 - $401.43 $26.2K - $31.3K
229 $77K
VZ
Verizon Communications Inc

Communication Services
728
+ 49.93%
$38.4 - $43.83 $28K - $31.9K
2.19K $89K
AAL
American Airlines Group Inc.

Industrials
2K
New
N/A
2K $22K
MMT
Mfs Multimarket Income Trust

Financial Services
4K
+ 400.0%
$4.66 - $4.85 $18.6K - $19.4K
5K $23K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
297
New
$42.0 - $44.36 $12.5K - $13.2K
297 $13K
EW
Edwards Lifesciences Corp

Healthcare
150
New
$72.65 - $86.3 $10.9K - $12.9K
150 $12K
CORT
Corcept Therapeutics Inc

Healthcare
142
New
$71.1 - $90.32 $10.1K - $12.8K
142 $10K
BMY
Bristol Myers Squibb CO

Healthcare
85
+ 3.08%
$42.6 - $49.08 $3.62K - $4.17K
2.85K $133K
JRS
Nuveen Real Estate Income Fund

Financial Services
1.02K
New
$7.9 - $8.2 $8.07K - $8.38K
1.02K $8K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
203
New
$41.93 - $44.81 $8.51K - $9.1K
203 $8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
85
+ 20.0%
$178.37 - $198.46 $15.2K - $16.9K
510 $93K
INTC
Intel Corp

Technology
163
+ 88.59%
$34.71 - $41.53 $5.66K - $6.77K
347 $12K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.06%
$31.41 - $33.69 $283 - $303
14.9K $479K
MMM
3 M CO

Industrials
33
+ 3300.0%
$148.75 - $171.6 $4.91K - $5.66K
34 $5K
BHK
Blackrock Core Bond Trust

Financial Services
539
+ 45.79%
$9.56 - $10.11 $5.15K - $5.45K
1.72K $16K
UPS
United Parcel Service Inc

Industrials
20
+ 10.0%
$82.87 - $97.4 $1.66K - $1.95K
220 $20K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
200
+ 66.67%
$9.85 - $10.02 $1.97K - $2K
500 $4K
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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