Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

West Branch Capital LLC (CIK 1738723) reported $430.3M across 355 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($43.0M, 9.99%), NVDA ($41.0M, 9.54%), GOOGL ($31.9M, 7.42%), MOG.B ($25.7M, 5.97%), AMZN ($22.7M, 5.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$43.0M9.99%148,498Trimmed
2NVDANVIDIA CORPORATION$41.0M9.54%205,101Trimmed
3GOOGLALPHABET INC$31.9M7.42%89,356Trimmed
4MOG.BMOOG INC$25.7M5.97%60,114Hold
5AMZNAMAZON COM INC$22.7M5.27%95,216Added
6SPYSTATE STR SPDR S&P 500 ETF T$22.6M5.26%30,320Added
7MSFTMICROSOFT CORP$20.5M4.77%55,029Added
8AVGOBROADCOM INC$12.1M2.80%31,925Trimmed
9JPMJPMORGAN CHASE & CO$11.1M2.58%33,949Trimmed
10LLYELI LILLY & CO$10.4M2.43%8,703Added
11PGPROCTER & GAMBLE CO$10.1M2.35%68,939Added
12MUMICRON TECHNOLOGY INC$9.9M2.31%8,597Added
13WMTWALMART INC$8.7M2.02%76,825Added
14JNJJOHNSON & JOHNSON$8.5M1.97%33,416Added
15ABBVABBVIE INC$7.7M1.78%30,433Added
16VVISA INC$7.6M1.76%22,041Added
17METAMETA PLATFORMS INC$7.1M1.66%12,646Added
18IVVISHARES TR$6.9M1.60%9,179Added
19BRKBBERKSHIRE HATHAWAY INC DEL$6.5M1.51%12,991Added
20CSCOCISCO SYS INC$6.4M1.48%54,275Added
21ORCLORACLE CORP$6.3M1.47%43,013Added
22XOMEXXON MOBIL CORP$5.8M1.34%42,207Trimmed
23TSLATESLA INC$5.2M1.20%12,299Added
24AMDADVANCED MICRO DEVICES INC$5.2M1.20%8,897Added
25HDHOME DEPOT INC$5.1M1.19%14,511Added

Source: SEC Form 13F filings · as of 2026-06-30