West Branch Capital LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), West Branch Capital LLC reported 472 stock positions worth $338.1 million. Its top holding was Nvidia (NVDA) at 10.1% of the portfolio, followed by Apple (AAPL, 9.3%) and Microsoft (MSFT, 8.1%). Compared with Q1 2025, it opened 11 new positions, sold out of 69, added to 76 and reduced 110. The biggest buy was Broadcom (AVGO, shares +3%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $338.1M (Q2 2025)
- SEC Filing
- 0001738723-25-000003 ↗ filed Jul 16, 2025
Holdings Value
Holdings 472 stocks · $338.1M
| NVDA Nvidia Corp. | 10.11% | 216,361 | $34.2M | Reduce -2.4% |
| AAPL Apple Inc. | 9.26% | 152,615 | $31.3M | Reduce -1.5% |
| MSFT Microsoft Corp. | 8.15% | 55,393 | $27.6M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 5.83% | 89,922 | $19.7M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.32% | 29,107 | $18.0M | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 4.60% | 88,227 | $15.5M | Reduce -1.7% |
| MOG.B Moog Inc. Class B | 3.22% | 60,114 | $10.9M | No change |
| PG The Procter & Gamble Co. | 2.98% | 63,321 | $10.1M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 2.91% | 33,914 | $9.8M | Reduce -0.6% |
| ORCL Oracle Corp. | 2.61% | 40,425 | $8.8M | Add +2.1% |
| AVGO Broadcom Inc. | 2.57% | 31,545 | $8.7M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.36% | 10,814 | $8.0M | Add +7.1% |
| V Visa Inc. Class A | 2.22% | 21,147 | $7.5M | Add +0.8% |
| WMT Walmart Inc. | 2.15% | 74,209 | $7.3M | Add +1.3% |
| LLY Eli Lilly & Co. | 1.90% | 8,233 | $6.4M | Add +43.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.68% | 11,700 | $5.7M | Add +71.0% |
| IVV iShares Core S&P 500 ETF | 1.66% | 9,061 | $5.6M | Reduce -3.4% |
| ABBV Abbvie Inc. | 1.63% | 29,650 | $5.5M | Add +1.0% |
| HD Home Depot Inc. | 1.49% | 13,772 | $5.0M | Add +2.4% |
| JNJ Johnson & Johnson | 1.47% | 32,530 | $5.0M | Add +28.1% |
| MA Mastercard Inc. Class A | 1.31% | 7,867 | $4.4M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 1.21% | 13,134 | $4.1M | Add +12.4% |
| XOM Exxon Mobil Corp. | 1.17% | 36,663 | $4.0M | Add +5.6% |
| NFLX Netflix Inc. | 1.07% | 2,711 | $3.6M | Add +8.4% |
| COST Costco Wholesale Corp. | 1.05% | 3,586 | $3.6M | Add +4.5% |
| CSCO Cisco Systems Inc. | 1.04% | 50,762 | $3.5M | Add +4.8% |
| MCD McDonald's Corp. | 0.96% | 11,127 | $3.3M | Add +4.1% |
| TSLA Tesla Inc. | 0.94% | 10,054 | $3.2M | Add +13.2% |
| KO The Coca-Cola Co. | 0.90% | 42,930 | $3.0M | Add +4.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 62,701 | $3.0M | Add +5.4% |
| ABT Abbott Laboratories | 0.77% | 19,147 | $2.6M | Add +8.3% |
| BKNG Booking Holdings Inc. | 0.63% | 368 | $2.1M | Add +0.3% |
| CVX Chevron Corp. | 0.60% | 14,195 | $2.0M | Add +12.2% |
| WFC Wells Fargo & Co. | 0.59% | 24,899 | $2.0M | Add +12.7% |
| TMUS T-Mobile US Inc. | 0.58% | 8,162 | $1.9M | Add +11.9% |
| MRK Merck & Co. Inc. | 0.57% | 24,296 | $1.9M | Reduce -2.9% |
| CRM Salesforce Inc. | 0.54% | 6,732 | $1.8M | Add +14.7% |
| PEP Pepsico Inc. | 0.53% | 13,619 | $1.8M | Reduce -12.5% |
| LIN Linde PLC | 0.48% | 3,425 | $1.6M | Add +15.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 5,413 | $1.6M | Add +22.3% |
| MOG.A Moog Inc. Class A | 0.41% | 7,592 | $1.4M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.37% | 7,132 | $1.3M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.37% | 4,169 | $1.2M | Reduce -5.6% |
| BLK BlackRock Inc. | 0.36% | 1,160 | $1.2M | Reduce -5.2% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 4,714 | $1.2M | Add +37.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.34% | 5,821 | $1.1M | Reduce -27.6% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 2,699 | $1.1M | Reduce -10.3% |
| ADP Automatic Data Processing | 0.31% | 3,435 | $1.1M | Reduce -6.8% |
| PM Philip Morris International | 0.27% | 5,040 | $918K | Add +54.4% |
| BA The Boeing Co. | 0.25% | 4,000 | $838K | Add +300.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.19% | 3,329 | $646K | Reduce -19.8% |
| LMT Lockheed Martin Corp. | 0.15% | 1,080 | $500K | Reduce -14.8% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 14,849 | $434K | Reduce -30.4% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 3,130 | $423K | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 3,147 | $420K | Reduce -39.5% |
| IAU iShares Gold Trust | 0.12% | 6,630 | $413K | No change |
| AXP American Express Co. | 0.12% | 1,287 | $411K | Add +44.8% |
| GLTR Abrdn Precious Metals Basket | 0.12% | 2,965 | $410K | No change |
| UNP Union Pacific Corp. | 0.12% | 1,720 | $396K | Reduce -52.5% |
| ISRG Intuitive Surgical Inc. | 0.11% | 685 | $372K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,471 | $372K | Reduce -1.5% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 10,859 | $342K | Reduce -3.5% |
| AMGN Amgen Inc. | 0.10% | 1,221 | $341K | Reduce -12.3% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,664 | $340K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 2,416 | $329K | Add +20.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.10% | 4,042 | $326K | Reduce -18.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,067 | $324K | Reduce -7.5% |
| AGG iShares Core U.S. Aggregate | 0.10% | 3,243 | $322K | Reduce -5.8% |
| T AT&T Inc. | 0.09% | 10,950 | $317K | Add +81.3% |
| INTU Intuit Inc. | 0.09% | 398 | $313K | Add +165.3% |
| NOW ServiceNow Inc. | 0.09% | 301 | $309K | Add +176.2% |
| VOO Vanguard S&P 500 ETF | 0.09% | 542 | $308K | No change |
| ETN Eaton Corp. PLC | 0.08% | 746 | $266K | Reduce -33.5% |
| SPGP Invesco S&P 500 Garp ETF | 0.08% | 2,459 | $265K | Reduce -1.8% |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,355 | $265K | No change |
| MS Morgan Stanley | 0.07% | 1,774 | $250K | Add +439.2% |
| CSX CSX Corp. | 0.07% | 7,502 | $245K | Reduce -27.9% |
| MCHP Microchip Technology Inc. | 0.07% | 3,425 | $241K | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.07% | 2,173 | $241K | Reduce -47.2% |
| IWF iShares Russell 1000 Growth | 0.07% | 538 | $228K | No change |
| QCOM Qualcomm Inc. | 0.07% | 1,400 | $223K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 2,003 | $221K | Add +1.1% |
| UNM Unum Group | 0.06% | 2,709 | $219K | No change |
| DUK Duke Energy Corp. | 0.06% | 1,838 | $217K | Reduce -7.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.06% | 662 | $212K | Reduce -8.3% |
| RTX RTX Corp. | 0.06% | 1,318 | $192K | Reduce -42.9% |
| ATRO Astronics Corp. | 0.06% | 5,700 | $191K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 614 | $187K | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.06% | 3,050 | $186K | No change |
| IWD iShares Russell 1000 Value E | 0.05% | 900 | $175K | Reduce -4.3% |
| DGRO iShares Core Dividend Growth | 0.05% | 2,706 | $173K | Add +0.5% |
| ADBE Adobe Inc. | 0.05% | 432 | $167K | Add +17.7% |
| CAT Caterpillar Inc. | 0.05% | 421 | $163K | Add +4.0% |
| GM General Motors Co. | 0.05% | 3,230 | $159K | Reduce -40.7% |
| NSC Norfolk Southern Corp. | 0.04% | 571 | $146K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 257 | $142K | Reduce -0.8% |
| GLW Corning Inc. | 0.04% | 2,530 | $133K | Reduce -70.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 1,062 | $132K | Add +5210.0% |
| PLD Prologis Inc. | 0.04% | 1,209 | $127K | Reduce -3.2% |
| KLAC KLA Corp. | 0.04% | 141 | $126K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.5% | 9.26% | −2.22 |
| PEP Pepsico Inc. | Reduce -12.5% | 0.53% | −0.25 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.57% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.3% | 0.32% | −0.18 |
| UNP Union Pacific Corp. | Reduce -52.5% | 0.12% | −0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -27.6% | 0.34% | −0.16 |
| VYM Vanguard High DVD Yield ETF | Reduce -39.5% | 0.12% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 1.66% | −0.09 |
| GLW Corning Inc. | Reduce -70.5% | 0.04% | −0.09 |
| ACN Accenture PLC Class A | Reduce -5.6% | 0.37% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -47.2% | 0.07% | −0.08 |
| ADP Automatic Data Processing | Reduce -6.8% | 0.31% | −0.06 |
| MTB M & T Bank Corp. | Reduce -19.8% | 0.19% | −0.06 |
| BUG Global X Cybersecurity ETF | Sold out | 0.00% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Reduce -30.4% | 0.13% | −0.05 |
| RTX RTX Corp. | Reduce -42.9% | 0.06% | −0.05 |
| SAN Banco Santander SA-Spon ADR | Reduce -99.8% | 0.00% | −0.04 |
| MOG.A Moog Inc. Class A | Reduce -2.6% | 0.41% | −0.04 |
| AMGN Amgen Inc. | Reduce -12.3% | 0.10% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -14.8% | 0.15% | −0.04 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.04 |
| GM General Motors Co. | Reduce -40.7% | 0.05% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -61.0% | 0.02% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -81.6% | 0.01% | −0.04 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -18.8% | 0.10% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -46.9% | 0.03% | −0.03 |
| SYK Stryker Corp. | Reduce -99.6% | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 4.60% | −0.03 |
| CSX CSX Corp. | Reduce -27.9% | 0.07% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.03 |
| BLK BlackRock Inc. | Reduce -5.2% | 0.36% | −0.03 |
| SYY Sysco Corp. | Reduce -37.2% | 0.03% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.5% | 0.03% | −0.03 |
| CTAS Cintas Corp. | Reduce -98.8% | 0.00% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -33.5% | 0.08% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -96.3% | 0.00% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -47.6% | 0.02% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -8.3% | 0.06% | −0.02 |
| UL Unilever PLC | Reduce -81.3% | 0.00% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -88.5% | 0.00% | −0.02 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -5.8% | 0.10% | −0.02 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -58.5% | 0.01% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Reduce -7.1% | 0.06% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -35.0% | 0.02% | −0.02 |
| CLX Clorox Company | Reduce -92.1% | 0.00% | −0.01 |
| TOST Toast Inc. Class A | Reduce -89.6% | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +2.8% | 2.57% | +0.86 |
| ORCL Oracle Corp. | Add +2.1% | 2.61% | +0.77 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +71.0% | 1.68% | +0.47 |
| META Meta Platforms Inc. Class A | Add +7.1% | 2.36% | +0.42 |
| LLY Eli Lilly & Co. | Add +43.6% | 1.90% | +0.32 |
| AMZN Amazon.com Inc. | Add +3.1% | 5.83% | +0.30 |
| NFLX Netflix Inc. | Add +8.4% | 1.07% | +0.30 |
| BA The Boeing Co. | Add +300.0% | 0.25% | +0.19 |
| TSLA Tesla Inc. | Add +13.2% | 0.94% | +0.18 |
| GE General Electric | Add +37.9% | 0.36% | +0.13 |
| IBM Intl Business Machines Corp. | Add +22.3% | 0.47% | +0.10 |
| PM Philip Morris International | Add +54.4% | 0.27% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.5% | 5.32% | +0.07 |
| BKNG Booking Holdings Inc. | Add +0.3% | 0.63% | +0.07 |
| JNJ Johnson & Johnson | Add +28.1% | 1.47% | +0.06 |
| NOW ServiceNow Inc. | Add +176.2% | 0.09% | +0.06 |
| INTU Intuit Inc. | Add +165.3% | 0.09% | +0.06 |
| MS Morgan Stanley | Add +439.2% | 0.07% | +0.06 |
| WFC Wells Fargo & Co. | Add +12.7% | 0.59% | +0.06 |
| BAC Bank of America Corp. | Add +5.4% | 0.88% | +0.05 |
| CSCO Cisco Systems Inc. | Add +4.8% | 1.04% | +0.04 |
| AXP American Express Co. | Add +44.8% | 0.12% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +20.4% | 0.10% | +0.04 |
| DIS The Walt Disney Co. | Add +5210.0% | 0.04% | +0.04 |
| T AT&T Inc. | Add +81.3% | 0.09% | +0.04 |
| FLDR Fidelity Low Durat Fact ETF | New | 0.03% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| CRM Salesforce Inc. | Add +14.7% | 0.54% | +0.02 |
| MCHP Microchip Technology Inc. | Add +0.3% | 0.07% | +0.02 |
| LIN Linde PLC | Add +15.9% | 0.48% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +81.7% | 0.03% | +0.01 |
| PINS Pinterest Inc. Class A | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +3057.1% | 0.01% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| EIPX FT Energy Inc. Partners Strat | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +25.6% | 0.02% | +0.01 |
| GLD SPDR Gold Shares | Add +41.0% | 0.03% | +0.01 |
| CAT Caterpillar Inc. | Add +4.0% | 0.05% | +0.00 |
| SPG Simon Property Group Inc. | Add +2200.0% | 0.00% | +0.00 |
| FFIV F5 Inc. | New | 0.00% | +0.00 |
| TRV The Travelers Cos Inc. | Add +38.8% | 0.01% | +0.00 |
| ADBE Adobe Inc. | Add +17.7% | 0.05% | +0.00 |
| YUM Yum! Brands Inc. | Add +5700.0% | 0.00% | +0.00 |
| EOG EOG Resources Inc. | New | 0.00% | +0.00 |
| BLMN Bloomin' Brands Inc. | New | 0.00% | +0.00 |
| DLTR Dollar Tree Inc. | New | 0.00% | +0.00 |
| MQY BlackRock Muniyield Quality | Add +71.4% | 0.00% | +0.00 |
| CVS CVS Health Corp. | Add +18.5% | 0.01% | +0.00 |
| WMT Walmart Inc. | Add +1.3% | 2.15% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +0.4% | 0.01% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| DE Deere & Co. | COM | Sold out | 0 | $137before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |