BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

West Branch Capital LLC

· CIK 0001738723
13F Portfolio $430M AUM 355 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 24 New 76 Added 83 Reduced 84 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GEV GE VERNOVA INC Utilities 267.0 $314K 0.07% +119.0 +80.4% $1174.86 -19.6%
42 QCOM QUALCOMM INC Technology 1,450.0 $268K 0.06% +50.0 +3.6% $184.79 -13.0%
43 QQQ INVESCO QQQ TR Financial Services 275.0 $203K 0.05% +18.0 +7.0% $736.40 -3.6%
44 IWF ISHARES TR 1,400.0 $174K 0.04% +862.0 +160.2% $124.17 -2.0%
45 WM WASTE MGMT INC DEL Industrials 701.0 $156K 0.04% +581.0 +484.2% $222.88 -0.1%
46 VGT VANGUARD WORLD FD 1,196.0 $143K 0.03% +1K +616.2% $119.52 -1.5%
47 TXN TEXAS INSTRS INC Technology 414.0 $123K 0.03% +190.0 +84.8% $298.07 -12.6%
48 FLDR FIDELITY MERRIMACK STR TR 2,398.0 $120K 0.03% +43.0 +1.8% $50.12 +0.1%
49 DGRO ISHARES TR 1,382.0 $105K 0.02% +13.0 +0.9% $75.78 +5.5%
50 CVS CVS HEALTH CORP Healthcare 756.0 $78K 0.02% +166.0 +28.1% $103.45 -9.2%
51 ROK ROCKWELL AUTOMATION INC Industrials 91.0 $45K 0.01% +16.0 +21.3% $495.09 -12.4%
52 BSCR INVESCO EXCH TRD SLF IDX FD 2,051.0 $40K 0.01% +42.0 +2.1% $19.62 -0.1%
53 UTG REAVES UTIL INCOME FD Financial Services 862.0 $35K 0.01% +19.0 +2.2% $40.74 -5.2%
54 BX BLACKSTONE INC Financial Services 267.0 $31K 0.01% +266.0 +10000.0% $117.67 +21.8%
55 SHY ISHARES TR 340.0 $28K 0.01% +5.0 +1.5% $82.03 +0.0%
56 UTWO RBB FD INC 573.0 $27K 0.01% +10.0 +1.8% $47.97 +0.1%
57 VOOG VANGUARD ADMIRAL FDS INC 307.0 $25K 0.01% +257.0 +514.0% $82.66 +0.7%
58 PFO FLAHERTY & CRUMRINE PFD INCO Financial Services 2,402.0 $22K 0.01% +67.0 +2.9% $9.24 -2.2%
59 BSCS INVESCO EXCH TRD SLF IDX FD 1,084.0 $22K 0.01% +23.0 +2.2% $20.37 -0.2%
60 BHK BLACKROCK CORE BD TR Financial Services 2,318.0 $21K 0.01% +602.0 +35.1% $9.17 -0.7%
Page 3 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.3%
Financial Services 15.6%
Communication Services 11.0%
Consumer Cyclical 9.3%
Healthcare 9.1%
Consumer Defensive 7.7%
Industrials 3.1%
Energy 2.6%
Utilities 0.2%
Basic Materials 0.1%