West Branch Capital LLC Portfolio Holdings
West Branch Capital LLC
- $285 Million
- Q1 2025
West Branch Capital LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $285 Million distributed in 530 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Nvidia Corp with a value of $24M, Microsoft Corp with a value of $20.9M, Amazon Com Inc with a value of $16.6M, and Spdr S&P 500 ETF Trust with a value of $15.7M.
Examining the 13F form we can see an decrease of $12.4M in the current position value, from $297M to 285M.
Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$285 Million
Technology: $98.9 Million
ETFs: $30.9 Million
Financial Services: $30.1 Million
Consumer Cyclical: $29.5 Million
Healthcare: $29.4 Million
Consumer Defensive: $27 Million
Communication Services: $25.4 Million
Energy: $6.56 Million
Other: $7.08 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 530
- Current Value $285 Million
- Prior Value $297 Million
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 44 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks