West Branch Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), West Branch Capital LLC reported 423 stock positions worth $247.9 million. Its top holding was Apple (AAPL) at 10.7% of the portfolio, followed by Nvidia (NVDA, 9.3%) and Microsoft (MSFT, 9.1%). Compared with Q4 2023, it opened 11 new positions, sold out of 31, added to 84 and reduced 75. The biggest buy was Microsoft (MSFT, shares +15%) and the biggest sale Nike Class B (NKE, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $247.9M (Q1 2024)
- SEC Filing
- 0001738723-24-000002 ↗ filed Apr 24, 2024
Holdings Value
Holdings 423 stocks · $247.9M
| AAPL Apple Inc. | 10.66% | 154,084 | $26.4M | Add +8.6% |
| NVDA Nvidia Corp. | 9.34% | 25,629 | $23.2M | Reduce -26.7% |
| MSFT Microsoft Corp. | 9.10% | 53,639 | $22.6M | Add +15.2% |
| AMZN Amazon.com Inc. | 5.73% | 78,778 | $14.2M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 5.09% | 83,635 | $12.6M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.84% | 22,920 | $12.0M | Add +6.6% |
| MOG.B Moog Inc. Class B | 3.84% | 60,604 | $9.5M | No change |
| PG The Procter & Gamble Co. | 3.81% | 58,221 | $9.4M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.57% | 31,824 | $6.4M | Add +5.4% |
| ABBV Abbvie Inc. | 2.18% | 29,644 | $5.4M | Add +1.4% |
| V Visa Inc. Class A | 2.13% | 18,906 | $5.3M | Add +5.8% |
| IVV iShares Core S&P 500 ETF | 1.89% | 8,921 | $4.7M | Reduce -0.7% |
| HD Home Depot Inc. | 1.82% | 11,779 | $4.5M | Add +5.5% |
| UNH Unitedhealth Group Inc. | 1.79% | 8,991 | $4.4M | Add +7.2% |
| ORCL Oracle Corp. | 1.77% | 34,864 | $4.4M | Add +6.2% |
| WMT Walmart Inc. | 1.56% | 64,466 | $3.9M | Add +10.5% |
| JNJ Johnson & Johnson | 1.53% | 23,957 | $3.8M | Add +5.3% |
| LLY Eli Lilly & Co. | 1.33% | 4,225 | $3.3M | Add +17.6% |
| XOM Exxon Mobil Corp. | 1.25% | 26,633 | $3.1M | Add +19.0% |
| AVGO Broadcom Inc. | 1.23% | 2,308 | $3.1M | Add +8.5% |
| MOG.A Moog Inc. Class A | 1.21% | 18,759 | $3.0M | No change |
| MA Mastercard Inc. Class A | 1.12% | 5,780 | $2.8M | Add +8.1% |
| PEP Pepsico Inc. | 0.98% | 13,938 | $2.4M | Add +6.2% |
| MRK Merck & Co. Inc. | 0.97% | 18,278 | $2.4M | Add +6.2% |
| META Meta Platforms Inc. Class A | 0.96% | 4,895 | $2.4M | Add +46.6% |
| MCD McDonald's Corp. | 0.95% | 8,316 | $2.3M | Add +8.1% |
| ADBE Adobe Inc. | 0.86% | 4,224 | $2.1M | Add +8.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.74% | 9,564 | $1.8M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 0.73% | 36,479 | $1.8M | Add +5.5% |
| ABT Abbott Laboratories | 0.73% | 15,819 | $1.8M | Add +10.1% |
| KO The Coca-Cola Co. | 0.70% | 28,383 | $1.7M | Add +9.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 38,453 | $1.5M | Add +15.3% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 2,489 | $1.4M | Add +15.8% |
| COST Costco Wholesale Corp. | 0.58% | 1,957 | $1.4M | Add +16.1% |
| BKNG Booking Holdings Inc. | 0.57% | 391 | $1.4M | Reduce -0.5% |
| BLK BlackRock Finance Inc. | 0.44% | 1,313 | $1.1M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.44% | 4,439 | $1.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.43% | 7,071 | $1.1M | Add +5.5% |
| CVX Chevron Corp. | 0.43% | 6,742 | $1.1M | Add +28.5% |
| VYM Vanguard High DVD Yield ETF | 0.39% | 7,893 | $955K | Add +0.4% |
| ADP Automatic Data Processing | 0.38% | 3,737 | $933K | Reduce -6.7% |
| CMCSA Comcast Corp. Class A | 0.37% | 20,975 | $909K | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.36% | 1,965 | $894K | Reduce -0.3% |
| GILD Gilead Sciences Inc. | 0.32% | 10,808 | $792K | Add +1129.6% |
| NKE Nike Inc. Class B | 0.28% | 7,305 | $687K | Reduce -13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,608 | $676K | Add +77.7% |
| ETN Eaton Corp. PLC | 0.27% | 2,104 | $658K | Reduce -5.0% |
| SMCI Super Micro Computer Inc. | 0.24% | 600 | $606K | Reduce -40.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.24% | 4,139 | $602K | No change |
| NFLX Netflix Inc. | 0.22% | 916 | $556K | Add +90.8% |
| SYY Sysco Corp. | 0.20% | 6,120 | $497K | Add +0.4% |
| ACN Accenture PLC Class A | 0.20% | 1,428 | $495K | Add +58.7% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 5,318 | $493K | New |
| LIN Linde PLC | 0.19% | 1,032 | $479K | Add +78.5% |
| WFC Wells Fargo & Co. | 0.19% | 8,238 | $477K | Add +8.7% |
| GLW Corning Inc. | 0.19% | 14,362 | $473K | Reduce -2.0% |
| MCHP Microchip Technology Inc. | 0.17% | 4,731 | $424K | Reduce -9.2% |
| AMGN Amgen Inc. | 0.17% | 1,490 | $424K | Reduce -12.1% |
| CRM Salesforce Inc. | 0.17% | 1,384 | $417K | Add +94.1% |
| GM General Motors Co. | 0.16% | 8,854 | $402K | Add +676.7% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 3,452 | $398K | Add +13.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 4,978 | $387K | Add +19.0% |
| TSLA Tesla Inc. | 0.15% | 2,156 | $379K | Add +189.8% |
| CSX CSX Corp. | 0.15% | 9,918 | $368K | Add +0.3% |
| TMUS T-Mobile US Inc. | 0.14% | 2,188 | $357K | Add +194.9% |
| AGG iShares Core U.S. Aggregate | 0.13% | 3,293 | $323K | Add +9.8% |
| GLTR Abrdn Precious Metals Basket | 0.12% | 3,188 | $304K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.12% | 2,834 | $302K | Reduce -1.4% |
| IUSG iShares Core S&P U.S. Growth | 0.12% | 2,562 | $300K | Reduce -4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,087 | $283K | Reduce -8.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,027 | $257K | Reduce -35.0% |
| IVE iShares S&P 500 Value ETF | 0.10% | 1,355 | $253K | No change |
| ARM Arm Holdings PLC-ADR | 0.10% | 2,000 | $250K | New |
| QCOM Qualcomm Inc. | 0.10% | 1,413 | $239K | Reduce -3.8% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 11,253 | $239K | No change |
| NSC Norfolk Southern Corp. | 0.10% | 927 | $236K | Add +0.2% |
| RTX RTX Corp. | 0.10% | 2,418 | $236K | Reduce -7.8% |
| AMD Advanced Micro Devices | 0.09% | 1,291 | $233K | Add +383.5% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,186 | $216K | No change |
| IAU iShares Gold Trust | 0.08% | 5,000 | $210K | Reduce -5.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.08% | 1,888 | $209K | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 0.08% | 520 | $208K | Reduce -2.1% |
| AXP American Express Co. | 0.08% | 884 | $201K | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.08% | 952 | $200K | Add +0.1% |
| DUK Duke Energy Corp. | 0.08% | 2,031 | $196K | Reduce -25.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.08% | 2,522 | $194K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.08% | 557 | $188K | Reduce -11.7% |
| T AT&T Inc. | 0.08% | 10,665 | $188K | Reduce -31.0% |
| IWD iShares Russell 1000 Value E | 0.07% | 956 | $171K | Reduce -0.1% |
| VZ Verizon Communications Inc. | 0.07% | 3,953 | $166K | Add +17.9% |
| VOO Vanguard S&P 500 ETF | 0.07% | 345 | $166K | Add +24.1% |
| CAT Caterpillar Inc. | 0.07% | 450 | $165K | Reduce -8.5% |
| PLD Prologis Inc. | 0.07% | 1,238 | $161K | No change |
| HPQ HP Inc. | 0.06% | 5,191 | $157K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,700 | $155K | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.06% | 2,632 | $153K | Reduce -2.5% |
| OEF iShares S&P 100 ETF | 0.06% | 607 | $150K | Reduce -8.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 1,204 | $147K | Add +493.1% |
| UNM Unum Group | 0.06% | 2,709 | $145K | No change |
| ED Consolidated Edison Inc. | 0.06% | 1,600 | $145K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| NKE Nike Inc. Class B | Reduce -13.4% | 0.28% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 1.89% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.6% | 0.74% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -0.5% | 0.57% | −0.08 |
| UNP Union Pacific Corp. | Reduce -1.4% | 0.44% | −0.08 |
| BLK BlackRock Finance Inc. | Reduce -1.9% | 0.44% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -0.9% | 0.37% | −0.07 |
| AJG Arthur J Gallagher & Co. | Reduce -35.0% | 0.10% | −0.06 |
| ADP Automatic Data Processing | Reduce -6.7% | 0.38% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.3% | 0.36% | −0.06 |
| AMGN Amgen Inc. | Reduce -12.1% | 0.17% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -9.2% | 0.17% | −0.05 |
| T AT&T Inc. | Reduce -31.0% | 0.08% | −0.05 |
| DUK Duke Energy Corp. | Reduce -25.5% | 0.08% | −0.05 |
| ES Eversource Energy | Reduce -72.6% | 0.01% | −0.04 |
| UPS United Parcel Service Class B | Reduce -22.2% | 0.05% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -51.4% | 0.02% | −0.03 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -38.3% | 0.03% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.5% | 0.05% | −0.02 |
| ROK Rockwell Automation Inc. | Reduce -66.1% | 0.01% | −0.02 |
| PLOW Douglas Dynamics Inc. | Reduce -40.2% | 0.02% | −0.02 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.8% | 0.11% | −0.02 |
| GLW Corning Inc. | Reduce -2.0% | 0.19% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -49.9% | 0.02% | −0.02 |
| CVS CVS Health Corp. | Reduce -39.6% | 0.02% | −0.02 |
| SO The Southern Co. | Reduce -52.5% | 0.01% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -11.7% | 0.08% | −0.01 |
| IAU iShares Gold Trust | Reduce -5.4% | 0.08% | −0.01 |
| DE Deere & Co. | Reduce -11.7% | 0.04% | −0.01 |
| VFC VF Corp. | Reduce -79.4% | 0.00% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -1.4% | 0.12% | −0.01 |
| MSEX Middlesex Water Co. | Reduce -22.8% | 0.01% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -34.2% | 0.02% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.3% | 0.12% | −0.01 |
| AMT American Tower Corp. | Reduce -8.1% | 0.02% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -8.6% | 0.06% | −0.01 |
| CLX Clorox Company | Reduce -7.0% | 0.05% | −0.01 |
| RTX RTX Corp. | Reduce -7.8% | 0.10% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.0% | 0.05% | −0.01 |
| PRK Park National Corp. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -15.8% | 0.04% | −0.01 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.01 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -11.4% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.0% | 0.03% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -2.5% | 0.06% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +15.2% | 9.10% | +0.87 |
| META Meta Platforms Inc. Class A | Add +46.6% | 0.96% | +0.40 |
| AMZN Amazon.com Inc. | Add +4.7% | 5.73% | +0.36 |
| LLY Eli Lilly & Co. | Add +17.6% | 1.33% | +0.34 |
| GILD Gilead Sciences Inc. | Add +1129.6% | 0.32% | +0.29 |
| SCHG Schwab US Large-Cap Growth | New | 0.20% | +0.20 |
| XOM Exxon Mobil Corp. | Add +19.0% | 1.25% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 2.57% | +0.16 |
| GM General Motors Co. | Add +676.7% | 0.16% | +0.14 |
| ORCL Oracle Corp. | Add +6.2% | 1.77% | +0.14 |
| WMT Walmart Inc. | Add +10.5% | 1.56% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +77.7% | 0.27% | +0.12 |
| AVGO Broadcom Inc. | Add +8.5% | 1.23% | +0.12 |
| NFLX Netflix Inc. | Add +90.8% | 0.22% | +0.11 |
| ARM Arm Holdings PLC-ADR | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | Add +6.2% | 0.97% | +0.09 |
| TMUS T-Mobile US Inc. | Add +194.9% | 0.14% | +0.09 |
| LIN Linde PLC | Add +78.5% | 0.19% | +0.08 |
| CRM Salesforce Inc. | Add +94.1% | 0.17% | +0.08 |
| AMD Advanced Micro Devices | Add +383.5% | 0.09% | +0.08 |
| TSLA Tesla Inc. | Add +189.8% | 0.15% | +0.07 |
| CVX Chevron Corp. | Add +28.5% | 0.43% | +0.06 |
| BAC Bank of America Corp. | Add +15.3% | 0.59% | +0.06 |
| COST Costco Wholesale Corp. | Add +16.1% | 0.58% | +0.06 |
| ACN Accenture PLC Class A | Add +58.7% | 0.20% | +0.05 |
| DIS The Walt Disney Co. | Add +493.1% | 0.06% | +0.05 |
| MA Mastercard Inc. Class A | Add +8.1% | 1.12% | +0.05 |
| ABBV Abbvie Inc. | Add +1.4% | 2.18% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +15.8% | 0.58% | +0.05 |
| INTC Intel Corp. | Add +1594.6% | 0.05% | +0.05 |
| FIF First Trust Energy Infrastru | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 4.84% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.03% | +0.03 |
| DHR Danaher Corp. | Add +2140.0% | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | Add +8.7% | 0.19% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.01% | +0.01 |
| BP BP PLC-Spons ADR | Add +496.7% | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +24.1% | 0.07% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +13.2% | 0.16% | +0.01 |
| VZ Verizon Communications Inc. | Add +17.9% | 0.07% | +0.01 |
| HD Home Depot Inc. | Add +5.5% | 1.82% | +0.00 |
| INTU Intuit Inc. | Add +79.2% | 0.01% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +19.0% | 0.16% | +0.00 |
| DPSI Decisionpoint Systems Inc. | New | 0.00% | +0.00 |
| BARNES GROUP INC | New | 0.00% | +0.00 |
| MMT Aberdeen Multimarket Income | New | 0.00% | +0.00 |
| CHWY Chewy Inc. Class A | New | 0.00% | +0.00 |
| PXLW Pixelworks Inc. | New | 0.00% | +0.00 |
| FTEC Fidelity MSCI Info Tech Indx | Add +33.3% | 0.01% | +0.00 |
| RNR Renaissancere Holdings Ltd. | Add +0.3% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 355 | $430.3M | AAPL, NVDA, GOOGL, MOG.B, AMZN |
| Q1 2026 | 377 | $373.5M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q4 2025 | 415 | $388.1M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q3 2025 | 452 | $381.1M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2025 | 472 | $338.1M | NVDA, AAPL, MSFT, AMZN, SPY |
| Q1 2025 | 529 | $299.7M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q4 2024 | 544 | $313.5M | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 601 | $289.2M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q2 2024 | 429 | $269.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 423 | $247.9M | AAPL, NVDA, MSFT, AMZN, GOOGL |