West Branch Capital LLC
358 holdingsFiling period: 2026-06-30Current AUM: $448.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 148.5K | $43.0M | $49.2M | 10.97% | -2,957 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 205.1K | $41.0M | $43.5M | 9.70% | -1,266 | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 89.4K | $31.9M | $30.8M | 6.87% | -1,593 | 2026-06-30 |
| 4 | MOG/B | MOOG INC | 60.1K | $25.7M | $25.7M | 5.72% | -- | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 95.2K | $22.7M | $23.7M | 5.27% | +356 | 2026-06-30 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30.3K | $22.6M | $23.0M | 5.12% | +151 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 55.0K | $20.5M | $27.4M | 6.10% | +128 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 31.9K | $12.1M | $10.8M | 2.41% | -176 | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & CO | 33.9K | $11.1M | $12.0M | 2.67% | -88 | 2026-06-30 |
| 10 | LLY | ELI LILLY & CO | 8.7K | $10.4M | $9.9M | 2.20% | +178 | 2026-06-30 |
| 11 | PG | PROCTER & GAMBLE CO | 68.9K | $10.1M | $10.1M | 2.25% | +168 | 2026-06-30 |
| 12 | MU | MICRON TECHNOLOGY INC | 8.6K | $9.9M | $8.0M | 1.78% | +2.5K | 2026-06-30 |
| 13 | WMT | WALMART INC | 76.8K | $8.7M | $8.3M | 1.85% | +478 | 2026-06-30 |
| 14 | JNJ | JOHNSON & JOHNSON | 33.4K | $8.5M | $8.9M | 1.99% | +34 | 2026-06-30 |
| 15 | ABBV | ABBVIE INC | 30.4K | $7.7M | $8.0M | 1.78% | +173 | 2026-06-30 |
| 16 | V | VISA INC | 22.0K | $7.6M | $8.3M | 1.85% | +79 | 2026-06-30 |
| 17 | META | META PLATFORMS INC | 12.6K | $7.1M | $8.5M | 1.89% | +550 | 2026-06-30 |
| 18 | IVV | ISHARES TR | 9.2K | $6.9M | $7.0M | 1.55% | +59 | 2026-06-30 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.0K | $6.5M | $6.5M | 1.45% | +486 | 2026-06-30 |
| 20 | CSCO | CISCO SYS INC | 54.3K | $6.4M | $6.0M | 1.33% | +193 | 2026-06-30 |
| 21 | ORCL | ORACLE CORP | 43.0K | $6.3M | $6.0M | 1.35% | +360 | 2026-06-30 |
| 22 | XOM | EXXON MOBIL CORP | 42.2K | $5.8M | $7.1M | 1.59% | -289 | 2026-06-30 |
| 23 | XOM | EXXON MOBIL CORP | 42.2K | $5.8M | $7.1M | 1.59% | -289 | 2026-06-30 |
| 24 | TSLA | TESLA INC | 12.3K | $5.2M | $4.4M | 0.98% | +298 | 2026-06-30 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 8.9K | $5.2M | $4.5M | 1.00% | +519 | 2026-06-30 |
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