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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 5 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 236.0 $228K 0.05% -21.0 -8.2% $965.00 -12.8%
82 GLW CORNING INC Technology 877.0 $224K 0.05% -193.0 -18.0% $255.43 -40.7%
83 IWD ISHARES TR 900.0 $218K 0.05% $242.43 +6.0%
84 ISRG INTUITIVE SURGICAL INC Healthcare 541.0 $215K 0.05% -187.0 -25.7% $397.68 -7.6%
85 AXP AMERICAN EXPRESS CO Financial Services 600.0 $203K 0.05% -2K -80.0% $338.25 -1.5%
86 QQQ INVESCO QQQ TR Financial Services 275.0 $203K 0.05% +18.0 +7.0% $736.40 -2.5%
87 GLD SPDR GOLD TR Financial Services 537.0 $198K 0.05% -25.0 -4.5% $368.38 +13.8%
88 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,993.0 $182K 0.04% -138.0 -6.5% $91.18 -18.1%
89 IWF ISHARES TR 1,400.0 $174K 0.04% +862.0 +160.2% $124.17 -0.6%
90 DUK DUKE ENERGY CORP NEW Utilities 1,331.0 $168K 0.04% -293.0 -18.0% $126.58 -4.9%
91 VTI VANGUARD INDEX FDS 449.0 $166K 0.04% -50.0 -10.0% $370.02 +2.5%
92 WM WASTE MGMT INC DEL Industrials 701.0 $156K 0.04% +581.0 +484.2% $222.88 -2.3%
93 SLG SL GREEN RLTY CORP Real Estate 3,000.0 $155K 0.04% NEW $51.77 +13.3%
94 IVW ISHARES TR 1,088.0 $150K 0.04% $137.54 +1.9%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 287.0 $144K 0.03% -2K -86.3% $501.17 +25.5%
96 VGT VANGUARD WORLD FD 1,196.0 $143K 0.03% +1K +616.2% $119.52 +1.2%
97 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,350.0 $135K 0.03% -498.0 -17.5% $57.62 +16.0%
98 EIPI FIRST TR EXCHNG TRADED FD VI 5,911.0 $129K 0.03% $21.84 +3.5%
99 RSP INVESCO EXCHANGE TRADED FD T 591.0 $126K 0.03% NEW $212.77 +4.0%
100 TXN TEXAS INSTRS INC Technology 414.0 $123K 0.03% +190.0 +84.8% $298.07 -11.5%
Page 5 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%