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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 14 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IMMUNITYBIO INC 750.0 $7K 0.00% NEW $8.76
262 MAIN MAIN STR CAP CORP Financial Services 125.0 $6K 0.00% $51.88 +12.6%
263 BTG B2GOLD CORP Basic Materials 1,661.0 $6K 0.00% $3.74 +53.5%
264 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 97.0 $6K 0.00% $64.01 +14.5%
265 KR KROGER CO Consumer Defensive 111.0 $6K 0.00% $55.53 +5.4%
266 SDY SPDR SERIES TRUST 40.0 $6K 0.00% $152.20 +4.1%
267 NET CLOUDFLARE INC Technology 24.0 $6K 0.00% $245.29 +16.0%
268 NOBL PROSHARES TR 100.0 $6K 0.00% +50.0 +100.0% $56.16 +4.7%
269 DLTR DOLLAR TREE INC Consumer Defensive 46.0 $6K 0.00% $120.96 +9.3%
270 BLMN BLOOMIN BRANDS INC Consumer Cyclical 564.0 $5K 0.00% $9.14 +22.0%
271 ARCC ARES CAPITAL CORP Financial Services 274.0 $5K 0.00% $18.53 +7.4%
272 DFAE DIMENSIONAL ETF TRUST 125.0 $5K 0.00% $40.22 -1.3%
273 BGS B & G FOODS INC Consumer Defensive 1,256.0 $5K 0.00% NEW $3.98 -11.3%
274 EIM EATON VANCE MUN BD FD Financial Services 500.0 $5K 0.00% $9.96 -2.7%
275 VTRS VIATRIS INC Healthcare 293.0 $5K 0.00% $15.88 +6.1%
276 PODD INSULET CORP Healthcare 30.0 $5K 0.00% -1.0 -3.2% $152.27 -5.8%
277 JCI JOHNSON CONTROLS INTERNATION Industrials 31.0 $5K 0.00% NEW $146.13 -1.2%
278 SJM SMUCKER J M CO Consumer Defensive 39.0 $4K 0.00% NEW $112.51 +16.3%
279 KVUE KENVUE INC Consumer Defensive 215.0 $4K 0.00% $19.11 +0.6%
280 IVOL KRANESHARES TRUST 230.0 $4K 0.00% $17.29 +0.7%
Page 14 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%