West Branch Capital LLC
379 holdingsFiling period: 2026-03-31Current AUM: $435.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 151.5K | $38.4M | $46.8M | 10.75% | +514 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 206.4K | $36.0M | $41.4M | 9.52% | -6,989 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 90.9K | $26.2M | $32.4M | 7.44% | -860 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 54.9K | $20.3M | $25.5M | 5.86% | -1,104 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 94.9K | $19.8M | $25.8M | 5.92% | +1.9K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30.2K | $19.6M | $22.5M | 5.18% | +91 | 2026-03-31 |
| 7 | MOG/B | MOOG INC | 60.1K | $17.7M | $17.7M | 4.07% | -- | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 34.0K | $10.0M | $12.0M | 2.75% | -- | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 32.1K | $9.9M | $12.5M | 2.87% | +226 | 2026-03-31 |
| 10 | PG | PROCTER & GAMBLE CO | 68.8K | $9.9M | $9.9M | 2.28% | +4.0K | 2026-03-31 |
| 11 | WMT | WALMART INC | 76.3K | $9.5M | $8.5M | 1.95% | +243 | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 33.4K | $8.2M | $8.6M | 1.97% | -99 | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO | 8.5K | $7.8M | $9.8M | 2.25% | +33 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 42.5K | $7.2M | $6.6M | 1.52% | +4.5K | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 42.5K | $7.2M | $6.6M | 1.52% | +4.5K | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 12.1K | $6.9M | $6.7M | 1.55% | +372 | 2026-03-31 |
| 17 | V | VISA INC | 22.0K | $6.6M | $8.0M | 1.85% | +83 | 2026-03-31 |
| 18 | ABBV | ABBVIE INC | 30.3K | $6.6M | $7.6M | 1.74% | +167 | 2026-03-31 |
| 19 | ORCL | ORACLE CORP | 42.7K | $6.3M | $5.5M | 1.27% | +740 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 12.5K | $6.0M | $6.0M | 1.38% | +334 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 9.1K | $6.0M | $6.8M | 1.57% | -14 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 23.3K | $4.8M | $4.6M | 1.05% | +7.1K | 2026-03-31 |
| 23 | HD | HOME DEPOT INC | 14.4K | $4.7M | $4.8M | 1.10% | +97 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 12.0K | $4.5M | $3.7M | 0.86% | +525 | 2026-03-31 |
| 25 | MA | MASTERCARD INCORPORATED | 8.5K | $4.2M | $4.9M | 1.12% | +187 | 2026-03-31 |
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