Portfolio (Quarterly)
Guide ↗
West Branch Capital LLC
· CIK 0001738723| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | BUNGE GLOBAL SA | — | 106 | $9K | 0.00% | SOLD |
| 42 | GGG | GRACO INC | Industrials | 115 | $9K | 0.00% | SOLD |
| 43 | — | ASTRAZENECA PLC | — | 100 | $9K | 0.00% | SOLD |
| 44 | SUI | SUN CMNTYS INC | Real Estate | 70 | $9K | 0.00% | SOLD |
| 45 | EPD | ENTERPRISE PRODS PARTNERS L | — | 255 | $8K | 0.00% | SOLD |
| 46 | SCI | SERVICE CORP INTL | Consumer Cyclical | 93 | $7K | 0.00% | SOLD |
| 47 | PRU | PRUDENTIAL FINL INC | Financial Services | 64 | $7K | 0.00% | SOLD |
| 48 | IYC | ISHARES TR | — | 68 | $7K | 0.00% | SOLD |
| 49 | POOL | POOL CORP | Industrials | 30 | $7K | 0.00% | SOLD |
| 50 | PCVX | VAXCYTE INC | Healthcare | 135 | $6K | 0.00% | SOLD |
| 51 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 34 | $6K | 0.00% | SOLD |
| 52 | VFC | V F CORP | Consumer Cyclical | 318 | $6K | 0.00% | SOLD |
| 53 | FTV | FORTIVE CORP | Technology | 100 | $6K | 0.00% | SOLD |
| 54 | MHK | MOHAWK INDS INC | Consumer Cyclical | 49 | $5K | 0.00% | SOLD |
| 55 | BILL | BILL HOLDINGS INC | Technology | 94 | $5K | 0.00% | SOLD |
| 56 | ICUI | ICU MED INC | Healthcare | 35 | $5K | 0.00% | SOLD |
| 57 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 142 | $5K | 0.00% | SOLD |
| 58 | POWW | OUTDOOR HOLDING CO | Industrials | 2,457 | $4K | 0.00% | SOLD |
| 59 | TOST | TOAST INC | Technology | 116 | $4K | 0.00% | SOLD |
| 60 | FV | FIRST TR EXCHANGE TRADED FD | — | 64 | $4K | 0.00% | SOLD |
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%