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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 12 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FFIV F5 INC Technology 32.0 $13K 0.00% $415.97 -3.9%
222 UNILEVER PLC 209.0 $13K 0.00% -22.0 -9.5% $60.06
223 PFXF VANECK ETF TRUST 688.0 $12K 0.00% +14.0 +2.1% $17.84 +1.2%
224 COP CONOCOPHILLIPS Energy 117.0 $12K 0.00% $103.97 +25.6%
225 XYL XYLEM INC Industrials 100.0 $12K 0.00% NEW $118.21 -4.1%
226 BSMR INVESCO EXCH TRD SLF IDX FD 500.0 $12K 0.00% $23.64 -0.0%
227 TJX TJX COS INC NEW Consumer Cyclical 73.0 $11K 0.00% $151.51 -9.7%
228 NFG NATIONAL FUEL GAS CO Energy 142.0 $11K 0.00% $77.21 +8.2%
229 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 212.0 $11K 0.00% +9.0 +4.4% $50.12 +9.6%
230 SGDM SPROTT ETF TRUST 168.0 $11K 0.00% $62.76 +36.5%
231 SCHD SCHWAB STRATEGIC TR 326.0 $10K 0.00% +164.0 +101.2% $31.71 +10.5%
232 GOVT ISHARES TR 447.0 $10K 0.00% $22.78 -1.0%
233 SYF SYNCHRONY FINANCIAL Financial Services 133.0 $10K 0.00% NEW $76.05 +4.9%
234 NI NISOURCE INC Utilities 208.0 $10K 0.00% -398.0 -65.7% $47.59 -13.6%
235 COF CAPITAL ONE FINL CORP Financial Services 49.0 $10K 0.00% $200.63 +8.3%
236 GLRE GREENLIGHT CAP RE LTD Financial Services 600.0 $10K 0.00% $16.18 -4.8%
237 HPQ HP INC Technology 434.0 $10K 0.00% $21.94 +39.1%
238 AWK AMERICAN WTR WKS CO INC NEW Utilities 72.0 $9K 0.00% $131.58 +4.5%
239 YUM YUM BRANDS INC Consumer Cyclical 58.0 $9K 0.00% $159.86 -3.4%
240 HPE HEWLETT PACKARD ENTERPRISE C Technology 200.0 $9K 0.00% $45.11 +22.4%
Page 12 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%