West Branch Capital LLC
305 holdingsFiling period: 2026-06-30Current AUM: $458.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 148.5K | $43.0M | $50.4M | 11.00% | -2,957 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 205.1K | $41.0M | $44.4M | 9.69% | -1,266 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 89.4K | $31.9M | $30.4M | 6.64% | -1,593 | 2026-06-30 |
| 4 | MOG/B | Moog Inc | 60.1K | $25.7M | $25.7M | 5.60% | -- | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 95.2K | $22.7M | $25.0M | 5.46% | +356 | 2026-06-30 |
| 6 | SPY | State Str Spdr S&P 500 ETF T | 30.3K | $22.6M | $23.3M | 5.09% | +151 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 55.0K | $20.5M | $29.3M | 6.39% | +128 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 31.9K | $12.1M | $10.7M | 2.33% | -176 | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 33.9K | $11.1M | $11.4M | 2.48% | -88 | 2026-06-30 |
| 10 | LLY | Eli Lilly & Co | 8.7K | $10.4M | $11.2M | 2.44% | +178 | 2026-06-30 |
| 11 | PG | Procter & Gamble Co | 68.9K | $10.1M | $11.0M | 2.40% | +168 | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 8.6K | $9.9M | $7.7M | 1.68% | +2.5K | 2026-06-30 |
| 13 | WMT | Walmart Inc | 76.8K | $8.7M | $9.1M | 1.98% | +478 | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson | 33.4K | $8.5M | $8.7M | 1.89% | +34 | 2026-06-30 |
| 15 | ABBV | Abbvie Inc | 30.4K | $7.7M | $8.8M | 1.92% | +173 | 2026-06-30 |
| 16 | V | Visa Inc | 22.0K | $7.6M | $9.0M | 1.96% | +79 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 12.6K | $7.1M | $8.8M | 1.92% | +550 | 2026-06-30 |
| 18 | IVV | iShares TR | 9.2K | $6.9M | $7.1M | 1.55% | +59 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 13.0K | $6.5M | $6.5M | 1.42% | +486 | 2026-06-30 |
| 20 | CSCO | Cisco Sys Inc | 54.3K | $6.4M | $5.8M | 1.26% | +193 | 2026-06-30 |
| 21 | ORCL | Oracle Corp | 43.0K | $6.3M | $5.6M | 1.23% | +360 | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp | 42.2K | $5.8M | $7.5M | 1.64% | -289 | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 42.2K | $5.8M | $7.5M | 1.64% | -289 | 2026-06-30 |
| 24 | TSLA | Tesla Inc | 12.3K | $5.2M | $4.6M | 1.00% | +298 | 2026-06-30 |
| 25 | AMD | Advanced Micro Devices Inc | 8.9K | $5.2M | $4.8M | 1.04% | +519 | 2026-06-30 |
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