Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
West Branch Capital LLC (CIK 1738723) reported $373.5M across 377 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($38.4M, 10.29%), NVDA ($36.0M, 9.64%), GOOGL ($26.2M, 7.00%), MSFT ($20.3M, 5.44%), AMZN ($19.8M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $38.4M | 10.29% | 151,455 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $36.0M | 9.64% | 206,367 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $26.2M | 7.00% | 90,949 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $20.3M | 5.44% | 54,901 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $19.8M | 5.29% | 94,860 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $19.6M | 5.25% | 30,169 | Added |
| 7 | MOG.B | MOOG INC | $17.7M | 4.75% | 60,114 | Hold |
| 8 | JPM | JPMORGAN CHASE & CO | $10.0M | 2.68% | 34,037 | Hold |
| 9 | PG | PROCTER & GAMBLE CO | $9.9M | 2.66% | 68,771 | Added |
| 10 | AVGO | BROADCOM INC | $9.9M | 2.66% | 32,101 | Added |
| 11 | WMT | WALMART INC | $9.5M | 2.54% | 76,347 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $8.2M | 2.18% | 33,382 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $7.8M | 2.10% | 8,525 | Added |
| 14 | XOM | EXXON MOBIL CORP | $7.2M | 1.93% | 42,496 | Added |
| 15 | META | META PLATFORMS INC | $6.9M | 1.85% | 12,096 | Added |
| 16 | V | VISA INC | $6.6M | 1.78% | 21,962 | Added |
| 17 | ABBV | ABBVIE INC | $6.6M | 1.76% | 30,260 | Added |
| 18 | ORCL | ORACLE CORP | $6.3M | 1.68% | 42,653 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.60% | 12,505 | Added |
| 20 | IVV | ISHARES TR | $6.0M | 1.59% | 9,120 | Trimmed |
| 21 | CVX | CHEVRON CORPORATION | $4.8M | 1.29% | 23,261 | Added |
| 22 | HD | HOME DEPOT INC | $4.7M | 1.27% | 14,379 | Added |
| 23 | TSLA | TESLA INC | $4.5M | 1.19% | 12,001 | Added |
| 24 | MA | MASTERCARD INCORPORATED | $4.2M | 1.13% | 8,480 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $4.2M | 1.13% | 4,246 | Added |
Source: SEC Form 13F filings · as of 2026-03-31