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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
81	SAP	SAP SE	Technology	1	$251.0	—	SOLD
82	VRSK	VERISK ANALYTICS INC	Industrials	1	$224.0	—	SOLD
83	KD	KYNDRYL HLDGS INC	Technology	8	$213.0	—	SOLD
84	OGN	ORGANON & CO	Healthcare	26	$187.0	—	SOLD

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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%