West Branch Capital LLC 13F Holdings · Q2 2026
West Branch Capital LLC reported 355 securities worth $430.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (9.99%), NVDA (9.54%), GOOGL (7.42%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $43.0M | 9.99% | 148,498 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $41.0M | 9.54% | 205,101 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $31.9M | 7.42% | 89,356 | Trimmed |
| 4 | MOG.B | MOOG INC | $25.7M | 5.97% | 60,114 | Hold |
| 5 | AMZN | AMAZON COM INC | $22.7M | 5.27% | 95,216 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $22.6M | 5.26% | 30,320 | Added |
| 7 | MSFT | MICROSOFT CORP | $20.5M | 4.77% | 55,029 | Added |
| 8 | AVGO | BROADCOM INC | $12.1M | 2.80% | 31,925 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $11.1M | 2.58% | 33,949 | Trimmed |
| 10 | LLY | ELI LILLY & CO | $10.4M | 2.43% | 8,703 | Added |
| 11 | PG | PROCTER & GAMBLE CO | $10.1M | 2.35% | 68,939 | Added |
| 12 | MU | MICRON TECHNOLOGY INC | $9.9M | 2.31% | 8,597 | Added |
| 13 | WMT | WALMART INC | $8.7M | 2.02% | 76,825 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $8.5M | 1.97% | 33,416 | Added |
| 15 | ABBV | ABBVIE INC | $7.7M | 1.78% | 30,433 | Added |
| 16 | V | VISA INC | $7.6M | 1.76% | 22,041 | Added |
| 17 | META | META PLATFORMS INC | $7.1M | 1.66% | 12,646 | Added |
| 18 | IVV | ISHARES TR | $6.9M | 1.60% | 9,179 | Added |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.5M | 1.51% | 12,991 | Added |
| 20 | CSCO | CISCO SYS INC | $6.4M | 1.48% | 54,275 | Added |
| 21 | ORCL | ORACLE CORP | $6.3M | 1.47% | 43,013 | Added |
| 22 | XOM | EXXON MOBIL CORP | $5.8M | 1.34% | 42,207 | Trimmed |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 1.20% | 8,897 | Added |
| 24 | TSLA | TESLA INC | $5.2M | 1.20% | 12,299 | Added |
| 25 | HD | HOME DEPOT INC | $5.1M | 1.19% | 14,511 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR