West Branch Capital LLC Reduced Holdings in Q4 2025

West Branch Capital LLC

  • $364 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-15.9K
- 75.24%
$82.49 - $92.93 $1.31M - $1.48M
5.22K $485K
PEP
Pepsico Inc

Consumer Defensive
-8.64K
- 75.51%
$138.84 - $153.71 $1.2M - $1.33M
2.8K $414K
UNH
Unitedhealth Group Inc

Healthcare
-2.19K
- 16.32%
$320.52 - $369.92 $703K - $812K
11.2K $3.6M
ACN
Accenture PLC

Technology
-3.12K
- 98.33%
$234.02 - $253.35 $730K - $790K
53 $12K
ADP
Automatic Data Processing Inc

Industrials
-1.44K
- 41.23%
$250.9 - $292.94 $362K - $423K
2.06K $516K
BA
Boeing CO

Industrials
-2K
- 50.0%
$191.81 - $225.32 $384K - $451K
2K $383K
NVDA
Nvidia Corp

Technology
-2.56K
- 1.18%
$179.83 - $207.04 $459K - $529K
213K $39.8M
TMUS
T Mobile Us, Inc.

Communication Services
-701
- 7.82%
$201.01 - $233.26 $141K - $164K
8.26K $1.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-19
- 5.26%
$4804.01 - $5424.55 $91.3K - $103K
342 $1.64M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.23K
- 21.77%
$201.42 - $211.15 $248K - $260K
4.43K $909K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.57K
- 46.7%
$142.79 - $150.05 $224K - $236K
1.79K $262K
MCD
Mcdonalds Corp

Consumer Cyclical
-702
- 6.42%
$293.81 - $310.11 $206K - $218K
10.2K $3.12M
VTI
Vanguard Total Stock Market Et

ETFs
-567
- 53.19%
$321.8 - $337.95 $182K - $192K
499 $164K
ADBE
Adobe Inc.

Technology
-495
- 59.5%
$325.07 - $359.91 $161K - $178K
337 $109K
T
At&T Inc.

Communication Services
-5.92K
- 58.31%
$24.44 - $27.55 $145K - $163K
4.24K $107K
CRM
Salesforce, Inc.

Technology
-645
- 8.56%
$235.69 - $263.41 $152K - $170K
6.89K $1.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 36.01%
$137.47 - $143.13 $145K - $151K
1.87K $264K
GS
Goldman Sachs Group Inc

Financial Services
-139
- 14.55%
$744.6 - $838.97 $103K - $117K
816 $632K
MCHP
Microchip Technology Inc

Technology
-1.6K
- 42.87%
$53.48 - $67.52 $85.5K - $108K
2.13K $113K
MTB
M&T Bank Corp

Financial Services
-463
- 14.43%
$178.63 - $195.63 $82.7K - $90.6K
2.75K $513K
UNP
Union Pacific Corp

Industrials
-400
- 39.33%
$216.37 - $237.41 $86.5K - $95K
617 $136K
SPY
Spdr S&P 500 ETF Trust

ETFs
-128
- 0.42%
$653.02 - $687.39 $83.6K - $88K
30.1K $20M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-948
- 28.06%
$99.87 - $101.27 $94.7K - $96K
2.43K $243K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.35K
- 49.69%
$66.93 - $69.17 $90.5K - $93.5K
1.37K $93K
GLW
Corning Inc

Technology
-997
- 48.23%
$82.06 - $90.29 $81.8K - $90K
1.07K $87K
HYG
Ishares Tr

ETFs
-937
- 22.51%
$79.95 - $81.28 $74.9K - $76.2K
3.23K $258K
ETN
Eaton Corp PLC

Industrials
-160
- 21.45%
$352.39 - $387.75 $56.4K - $62K
586 $206K
LMT
Lockheed Martin Corp

Industrials
-89
- 8.44%
$452.1 - $514.24 $40.2K - $45.8K
965 $454K
OEF
Ishares S&P 100 ETF

ETFs
-266
- 43.39%
N/A
347 $92K
AMP
Ameriprise Financial Inc

Financial Services
-100
- 48.78%
$440.8 - $497.79 $44.1K - $49.8K
105 $46K
AJG
Arthur J. Gallagher & Co.

Financial Services
-74
- 14.71%
$242.98 - $310.48 $18K - $23K
429 $110K
SYY
Sysco Corp

Consumer Defensive
-467
- 38.6%
$72.9 - $83.27 $34K - $38.9K
743 $55K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-249
- 10.06%
$161.21 - $171.97 $40.1K - $42.8K
2.23K $367K
PAYX
Paychex Inc

Industrials
-261
- 48.24%
$111.08 - $128.59 $29K - $33.6K
280 $31K
TRV
Travelers Companies, Inc.

Financial Services
-125
- 69.83%
$261.57 - $287.42 $32.7K - $35.9K
54 $15K
MO
Altria Group, Inc.

Consumer Defensive
-356
- 28.21%
$56.38 - $66.65 $20.1K - $23.7K
906 $52K
AFL
Aflac Inc

Financial Services
-269
- 43.25%
$105.7 - $115.01 $28.4K - $30.9K
353 $40K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-300
- 72.46%
$93.11 - $97.9 $27.9K - $29.4K
114 $10K
ADI
Analog Devices Inc

Technology
-106
- 51.71%
$225.32 - $246.37 $23.9K - $26.1K
99 $22K
PSX
Phillips 66

Energy
-183
- 66.55%
$126.76 - $142.32 $23.2K - $26K
92 $13K
ADM
Archer Daniels Midland CO

Consumer Defensive
-403
- 57.99%
$56.0 - $63.38 $22.6K - $25.5K
292 $17K
NSC
Norfolk Southern Corp

Industrials
-46
- 8.06%
$279.53 - $300.15 $12.9K - $13.8K
525 $149K
HSY
Hershey CO

Consumer Defensive
-116
- 51.79%
$162.31 - $195.56 $18.8K - $22.7K
108 $19K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-165
- 30.56%
$114.27 - $121.15 $18.9K - $20K
375 $43K
IWM
Ishares Russell 2000 ETF

ETFs
-81
- 74.31%
$236.79 - $250.33 $19.2K - $20.3K
28 $6K
LHX
L3 Harris Technologies, Inc.

Industrials
-57
- 96.61%
$283.87 - $306.76 $16.2K - $17.5K
2 $0
PLD
Prologis, Inc.

Real Estate
-207
- 17.28%
$111.23 - $127.18 $23K - $26.3K
991 $122K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-501
- 75.57%
$26.44 - $27.53 $13.2K - $13.8K
162 $4K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-57
- 93.44%
$176.58 - $207.02 $10.1K - $11.8K
4 $0
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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