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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 10 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 283.0 $22K 0.01% $76.88 -3.4%
182 IBB ISHARES TR 114.0 $22K 0.01% $190.19 +13.2%
183 VLO VALERO ENERGY CORP Energy 83.0 $22K 0.01% -99.0 -54.4% $260.45 +33.6%
184 BHK BLACKROCK CORE BD TR Financial Services 2,318.0 $21K 0.01% +602.0 +35.1% $9.17 -0.9%
185 RB GLOBAL INC 175.0 $20K 0.01% $116.45
186 ANNALY CAPITAL MANAGEMENT IN 906.0 $20K 0.01% +35.0 +4.0% $22.36
187 EVV EATON VANCE LIMITED DURATION Financial Services 2,128.0 $20K 0.01% +31.0 +1.5% $9.37 -3.0%
188 IEF ISHARES TR 210.0 $20K 0.01% -22.0 -9.5% $94.77 -1.5%
189 CB CHUBB LIMITED Financial Services 58.0 $20K 0.01% $340.74 +0.9%
190 NVO NOVO-NORDISK A S Healthcare 411.0 $20K 0.01% +333.0 +426.9% $47.94 -1.6%
191 CEG CONSTELLATION ENERGY CORP Utilities 79.0 $20K 0.01% -150.0 -65.5% $248.38 +12.5%
192 UPS UNITED PARCEL SVCS INC Industrials 180.0 $19K 0.00% -40.0 -18.2% $107.50 -1.7%
193 IXUS ISHARES TR 203.0 $19K 0.00% NEW $95.23 +2.9%
194 HSY HERSHEY CO Consumer Defensive 108.0 $19K 0.00% $175.45 +5.6%
195 SPACE EXPLORATION TECHN CORP 108.0 $18K 0.00% NEW $170.86
196 TLT ISHARES TR 213.0 $18K 0.00% +4.0 +1.9% $86.37 -3.6%
197 BSCU INVESCO EXCH TRD SLF IDX FD 1,088.0 $18K 0.00% +24.0 +2.3% $16.65 -0.7%
198 TRV TRAVELERS COMPANIES INC Financial Services 54.0 $18K 0.00% $330.13 +12.4%
199 CAH CARDINAL HEALTH INC Healthcare 75.0 $18K 0.00% $237.56 +0.4%
200 CSM PROSHARES TR 207.0 $18K 0.00% $85.39 +3.5%
Page 10 of 18  ·  355 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%