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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 8 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLY SELECT SECTOR SPDR TR 414.0 $49K 0.01% -334.0 -44.6% $117.28 -0.1%
142 AMP AMERIPRISE FINL INC Financial Services 105.0 $48K 0.01% $458.76 +22.1%
143 VXF VANGUARD INDEX FDS 193.0 $48K 0.01% $246.21 -0.8%
144 ROK ROCKWELL AUTOMATION INC Industrials 91.0 $45K 0.01% +16.0 +21.3% $495.09 -12.8%
145 BSCR INVESCO EXCH TRD SLF IDX FD 2,051.0 $40K 0.01% +42.0 +2.1% $19.62 -0.1%
146 ADI ANALOG DEVICES INC Technology 99.0 $39K 0.01% $397.17 -6.4%
147 IXN ISHARES TR 272.0 $39K 0.01% -81.0 -22.9% $144.48 -4.0%
148 PH PARKER-HANNIFIN CORP Industrials 40.0 $39K 0.01% $978.12 +6.3%
149 RBC RBC BEARINGS INC Industrials 60.0 $39K 0.01% $644.07 -20.2%
150 VOE VANGUARD INDEX FDS 194.0 $38K 0.01% $197.60 +6.0%
151 IEMG ISHARES INC 448.0 $37K 0.01% $82.84 -1.2%
152 CNC CENTENE CORP DEL Healthcare 572.0 $37K 0.01% -32.0 -5.3% $64.19 +2.0%
153 UNP UNION PAC CORP Industrials 134.0 $37K 0.01% -483.0 -78.3% $273.01 +13.8%
154 MO ALTRIA GROUP INC Consumer Defensive 506.0 $36K 0.01% -400.0 -44.1% $71.95 -3.9%
155 MKC MCCORMICK & CO INC Consumer Defensive 700.0 $35K 0.01% $50.42 +9.3%
156 UTG REAVES UTIL INCOME FD Financial Services 862.0 $35K 0.01% +19.0 +2.2% $40.74 -5.3%
157 AFL AFLAC INC Financial Services 299.0 $35K 0.01% -54.0 -15.3% $117.25 +0.2%
158 RSPT INVESCO EXCHANGE TRADED FD T 543.0 $35K 0.01% NEW $64.50 -0.8%
159 IRM IRON MTN INC DEL Real Estate 275.0 $35K 0.01% $126.31 -3.9%
160 ES EVERSOURCE ENERGY Utilities 478.0 $35K 0.01% $72.27 -0.8%
Page 8 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%