West Branch Capital LLC Portfolio Holdings
West Branch Capital LLC
- $364 Million
- Q4 2025
West Branch Capital LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $364 Million distributed in 415 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.4M, Nvidia Corp with a value of $39.8M, Microsoft Corp with a value of $28.4M, Alphabet Inc. with a value of $25.4M, and Amazon Com Inc with a value of $21.8M.
Examining the 13F form we can see an increase of $242K in the current position value, from $363M to 364M.
Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
Technology: $141 Million
Communication Services: $39.8 Million
Financial Services: $38 Million
Consumer Cyclical: $36.9 Million
ETFs: $35.2 Million
Healthcare: $31.7 Million
Consumer Defensive: $26.1 Million
Energy: $7.24 Million
Other: $7.42 Million