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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 9 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMB ISHARES TR 335.0 $32K 0.01% $96.44 -1.2%
162 VST VISTRA CORP Utilities 200.0 $32K 0.01% $158.63 -11.7%
163 BX BLACKSTONE INC Financial Services 267.0 $31K 0.01% +266.0 +10000.0% $117.67 +21.7%
164 MDLZ MONDELEZ INTL INC Consumer Defensive 500.0 $29K 0.01% -581.0 -53.8% $57.84 +8.9%
165 CARR CARRIER GLOBAL CORPORATION Industrials 385.0 $28K 0.01% -205.0 -34.8% $73.35 -19.9%
166 DRI DARDEN RESTAURANTS INC Consumer Cyclical 136.0 $28K 0.01% $206.01 +6.2%
167 SHY ISHARES TR 340.0 $28K 0.01% +5.0 +1.5% $82.03 +0.0%
168 PAYX PAYCHEX INC Industrials 280.0 $28K 0.01% $98.33 +27.0%
169 UTWO RBB FD INC 573.0 $27K 0.01% +10.0 +1.8% $47.97 +0.1%
170 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 507.0 $27K 0.01% -293.0 -36.6% $53.95 -22.8%
171 LOW LOWES COS INC Consumer Cyclical 124.0 $27K 0.01% $220.49 -4.6%
172 SLV ISHARES SILVER TR Financial Services 502.0 $27K 0.01% NEW $53.45 +15.2%
173 HONEYWELL AEROSPACE INC 117.0 $26K 0.01% NEW $221.09
174 VOOG VANGUARD ADMIRAL FDS INC 307.0 $25K 0.01% +257.0 +514.0% $82.66 +0.8%
175 IJH ISHARES TR 300.0 $23K 0.01% $77.11 -0.6%
176 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 250.0 $23K 0.01% $92.09 -2.8%
177 WELL WELLTOWER INC Real Estate 100.0 $23K 0.01% NEW $226.97 +6.4%
178 PFO FLAHERTY & CRUMRINE PFD INCO Financial Services 2,402.0 $22K 0.01% +67.0 +2.9% $9.24 -2.0%
179 BSCS INVESCO EXCH TRD SLF IDX FD 1,084.0 $22K 0.01% +23.0 +2.2% $20.37 -0.2%
180 MMT ABERDEEN MULTI-MARKET INCOME Financial Services 5,000.0 $22K 0.01% $4.40 +1.1%
Page 9 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%