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 13 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SAM BOSTON BEER INC Consumer Defensive 50.0 $9K 0.00% $177.04 +4.8%
242 CEVA CEVA INC Technology 187.0 $9K 0.00% $47.16 -41.4%
243 NUVEEN REAL ESTATE INCOME FD 1,046.0 $9K 0.00% +24.0 +2.4% $8.43
244 SSNC SS&C TECH HLDGS Technology 142.0 $9K 0.00% $62.06 +33.8%
245 KMB KIMBERLY-CLARK CORP Consumer Defensive 78.0 $9K 0.00% -106.0 -57.6% $109.78 +0.5%
246 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 307.0 $8K 0.00% NEW $27.63 -1.1%
247 IWM ISHARES TR 28.0 $8K 0.00% $300.46 -0.5%
248 MDT MEDTRONIC PLC Healthcare 105.0 $8K 0.00% +2.0 +1.9% $78.14 +17.8%
249 IGE ISHARES TR 146.0 $8K 0.00% $56.18 +16.8%
250 AMT AMERICAN TOWER CORP Real Estate 50.0 $8K 0.00% -95.0 -65.5% $163.58 +7.4%
251 VB VANGUARD INDEX FDS 26.0 $8K 0.00% $303.15 +0.3%
252 STAG STAG INDUSTRIAL INC Real Estate 206.0 $8K 0.00% $38.06 -2.3%
253 AMERICA MOVIL SAB DE CV 300.0 $8K 0.00% $25.99
254 BDX BECTON DICKINSON & CO Healthcare 52.0 $8K 0.00% +1.0 +2.0% $149.92 +26.9%
255 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 535.0 $7K 0.00% +24.0 +4.7% $13.83 -3.9%
256 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 500.0 $7K 0.00% $14.78 -3.7%
257 FNDE SCHWAB STRATEGIC TR 185.0 $7K 0.00% $39.68 +5.6%
258 DKNG DRAFTKINGS INC NEW Consumer Cyclical 280.0 $7K 0.00% $25.26 -1.9%
259 BR BROADRIDGE FINL SOLUTIONS IN Technology 50.0 $7K 0.00% $136.96 +32.6%
260 AEP AMERICAN ELEC PWR CO INC Utilities 50.0 $7K 0.00% $136.82 -9.8%
Page 13 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%