Holdings

West Branch Capital LLC

As of Jun 30, 2026, West Branch Capital LLC reported 246 positions worth US$390M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc148KUS$43M−2,957Jun 30, 2026
Nvidia Corporation205KUS$41M−1,266Jun 30, 2026
Alphabet Inc (google) Class C96,512US$34.5M−1,228Jun 30, 2026
Moog Inc.67,434US$28.6M−44Jun 30, 2026
Amazon.com, Inc.95,216US$22.7M+356Jun 30, 2026
Microsoft Corp.55,029US$20.5M+128Jun 30, 2026
Broadcom Inc.31,925US$12.1M−176Jun 30, 2026
Jp Morgan Chase & Co.33,949US$11.1M−88Jun 30, 2026
Eli Lilly And Company8,703US$10.4M+178Jun 30, 2026
Procter & Gamble Company (the)68,939US$10.1M+168Jun 30, 2026