West Branch Capital LLC Portfolio Holdings

West Branch Capital LLC

  • $363 Million
  • Q3 2025

West Branch Capital LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 452 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.3M, Apple Inc. with a value of $38.8M, Microsoft Corp with a value of $28.8M, Alphabet Inc. with a value of $21.8M, and Amazon Com Inc with a value of $20.6M.

Examining the 13F form we can see an increase of $40.9M in the current position value, from $322M to 363M.

Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Million
Technology: $141 Million
Financial Services: $38.2 Million
Communication Services: $38 Million
Consumer Cyclical: $37 Million
ETFs: $36.2 Million
Healthcare: $31.2 Million
Consumer Defensive: $27.5 Million
Energy: $6.92 Million
Other: $7.54 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$40.3 Million 11.09% of portfolio
215,911
Q3 2025 Reduced 0.21%
$4.3T
$38.8 Million 10.67% of portfolio
152,225
Q3 2025 Reduced 0.26%
$3.78T
$28.8 Million 7.93% of portfolio
55,654
Q3 2025 Added 0.47%
$1.65T
$21.8 Million 6.01% of portfolio
89,799
Q3 2025 Added 1.78%
$2.39T
$20.6 Million 5.67% of portfolio
93,809
Q3 2025 Added 4.32%
$0
$20.1 Million 5.54% of portfolio
30,206
Q3 2025 Added 3.78%
$593B
$11.5 Million 3.16% of portfolio
40,767
Q3 2025 Added 0.85%
$881B
$10.7 Million 2.94% of portfolio
33,883
Q3 2025 Reduced 0.09%
$139B
$10.5 Million 2.88% of portfolio
31,712
Q3 2025 Added 0.53%
$346B
$9.86 Million 2.71% of portfolio
64,180
Q3 2025 Added 1.36%
$1.37T
$8.29 Million 2.28% of portfolio
11,293
Q3 2025 Added 4.43%
$279B
$7.78 Million 2.14% of portfolio
75,530
Q3 2025 Added 1.78%
$533B
$7.36 Million 2.02% of portfolio
21,551
Q3 2025 Added 1.91%
$414B
$6.94 Million 1.91% of portfolio
29,971
Q3 2025 Added 1.08%
$971B
$6.41 Million 1.76% of portfolio
8,398
Q3 2025 Added 2.0%
$522B
$6.13 Million 1.69% of portfolio
33,049
Q3 2025 Added 1.6%
$0
$6.1 Million 1.68% of portfolio
9,116
Q3 2025 Added 0.61%
$367B
$5.75 Million 1.58% of portfolio
14,187
Q3 2025 Added 3.01%
$1.29T
$4.86 Million 1.34% of portfolio
10,922
Q3 2025 Added 8.63%
$300B
$4.64 Million 1.28% of portfolio
13,440
Q3 2025 Added 2.33%
$512B
$4.6 Million 1.27% of portfolio
8,090
Q3 2025 Added 2.83%
$490B
$4.25 Million 1.17% of portfolio
37,733
Q3 2025 Added 2.92%
$319B
$3.6 Million 0.99% of portfolio
52,654
Q3 2025 Added 3.73%
$49.1B
$3.53 Million 0.97% of portfolio
2,945
Q3 2025 Added 8.63%
$404B
$3.53 Million 0.97% of portfolio
3,809
Q3 2025 Added 6.22%
$413B
$3.35 Million 0.92% of portfolio
65,015
Q3 2025 Added 3.69%
$224B
$3.32 Million 0.91% of portfolio
10,939
Q3 2025 Reduced 1.69%
$306B
$2.97 Million 0.82% of portfolio
44,832
Q3 2025 Added 4.43%
$228B
$2.71 Million 0.75% of portfolio
20,227
Q3 2025 Added 5.64%
$303B
$2.36 Million 0.65% of portfolio
15,177
Q3 2025 Added 6.92%
$317B
$2.26 Million 0.62% of portfolio
26,985
Q3 2025 Added 8.38%
$269B
$2.15 Million 0.59% of portfolio
8,962
Q3 2025 Added 9.8%
$191B
$1.95 Million 0.54% of portfolio
361
Q3 2025 Reduced 1.9%
$266B
$1.84 Million 0.51% of portfolio
6,525
Q3 2025 Added 20.54%
$237B
$1.79 Million 0.49% of portfolio
7,535
Q3 2025 Added 11.93%
$235B
$1.77 Million 0.49% of portfolio
21,098
Q3 2025 Reduced 13.16%
$1.74T
$1.74 Million 0.48% of portfolio
7,133
Q3 2025 Added 0.01%
$204B
$1.61 Million 0.44% of portfolio
11,438
Q3 2025 Reduced 16.01%
$328B
$1.56 Million 0.43% of portfolio
5,193
Q3 2025 Added 10.16%
$0
$1.18 Million 0.33% of portfolio
5,660
Q3 2025 Reduced 2.77%
$237B
$1.13 Million 0.31% of portfolio
6,968
Q3 2025 Added 38.25%
$222B
$1.12 Million 0.31% of portfolio
2,304
Q3 2025 Reduced 14.64%
$104B
$1.03 Million 0.28% of portfolio
3,500
Q3 2025 Added 1.89%
$114B
$863,000 0.24% of portfolio
4,000
Q2 2025 Added 300.0%
$342B
$850,000 0.23% of portfolio
4,662
Q3 2025 Added 92.96%
$152B
$781,000 0.21% of portfolio
3,171
Q3 2025 Reduced 23.94%
$265B
$760,000 0.21% of portfolio
955
Q3 2025 Added 1,190.54%
$255B
$629,000 0.17% of portfolio
1,896
Q3 2025 Added 47.32%
$32.3B
$634,000 0.17% of portfolio
3,209
Q3 2025 Reduced 3.6%

Summary

  • Portfolio
  • No. of Stocks 452
  • Current Value $363 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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