West Branch Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), West Branch Capital LLC reported 415 stock positions worth $388.1 million. Its top holding was Apple (AAPL) at 10.6% of the portfolio, followed by Nvidia (NVDA, 10.3%) and Alphabet Class A (GOOGL, 7.4%). Compared with Q3 2025, it opened 15 new positions, sold out of 54, added to 70 and reduced 94. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale Linde (LIN, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $388.1M (Q4 2025)
- SEC Filing
- 0001738723-26-000001 ↗ filed Jan 16, 2026
Holdings Value
Holdings 415 stocks · $388.1M
| AAPL Apple Inc. | 10.57% | 150,941 | $41.0M | Reduce -0.8% |
| NVDA Nvidia Corp. | 10.25% | 213,356 | $39.8M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 7.40% | 91,809 | $28.7M | Add +2.2% |
| MSFT Microsoft Corp. | 6.98% | 56,005 | $27.1M | Add +0.6% |
| AMZN Amazon.com Inc. | 5.53% | 92,934 | $21.5M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.29% | 30,078 | $20.5M | Reduce -0.4% |
| MOG.B Moog Inc. Class B | 3.85% | 60,114 | $14.9M | No change |
| AVGO Broadcom Inc. | 2.84% | 31,875 | $11.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 2.83% | 34,037 | $11.0M | Add +0.5% |
| PG The Procter & Gamble Co. | 2.39% | 64,752 | $9.3M | Add +0.9% |
| LLY Eli Lilly & Co. | 2.35% | 8,492 | $9.1M | Add +1.1% |
| WMT Walmart Inc. | 2.18% | 76,104 | $8.5M | Add +0.8% |
| ORCL Oracle Corp. | 2.11% | 41,913 | $8.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.99% | 11,724 | $7.7M | Add +3.8% |
| V Visa Inc. Class A | 1.98% | 21,879 | $7.7M | Add +1.5% |
| JNJ Johnson & Johnson | 1.79% | 33,481 | $6.9M | Add +1.3% |
| ABBV Abbvie Inc. | 1.77% | 30,093 | $6.9M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 1.61% | 9,134 | $6.3M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 12,171 | $6.1M | Add +0.3% |
| TSLA Tesla Inc. | 1.33% | 11,476 | $5.2M | Add +5.1% |
| HD Home Depot Inc. | 1.27% | 14,282 | $4.9M | Add +0.7% |
| MA Mastercard Inc. Class A | 1.22% | 8,293 | $4.7M | Add +2.5% |
| XOM Exxon Mobil Corp. | 1.18% | 37,987 | $4.6M | Add +0.7% |
| CSCO Cisco Systems Inc. | 1.07% | 53,706 | $4.1M | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.96% | 11,246 | $3.7M | Reduce -16.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.94% | 66,610 | $3.7M | Add +2.5% |
| COST Costco Wholesale Corp. | 0.87% | 3,926 | $3.4M | Add +3.1% |
| KO The Coca-Cola Co. | 0.83% | 46,251 | $3.2M | Add +3.2% |
| MCD McDonald's Corp. | 0.81% | 10,237 | $3.1M | Reduce -6.4% |
| NFLX Netflix Inc. | 0.71% | 29,515 | $2.8M | Add +0.2% |
| WFC Wells Fargo & Co. | 0.68% | 28,458 | $2.7M | Add +5.5% |
| CVX Chevron Corp. | 0.64% | 16,178 | $2.5M | Add +6.6% |
| ABT Abbott Laboratories | 0.61% | 19,003 | $2.4M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.56% | 6,984 | $2.2M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 7,053 | $2.1M | Add +8.1% |
| BKNG Booking Holdings Inc. | 0.47% | 342 | $1.8M | Reduce -5.3% |
| CRM Salesforce Inc. | 0.47% | 6,890 | $1.8M | Reduce -8.6% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 5,773 | $1.8M | Add +11.2% |
| MOG.A Moog Inc. Class A | 0.46% | 7,284 | $1.8M | Reduce -3.9% |
| TMUS T-Mobile US Inc. | 0.43% | 8,261 | $1.7M | Reduce -7.8% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 7,377 | $1.3M | Add +58.2% |
| PM Philip Morris International | 0.33% | 7,908 | $1.3M | Add +13.5% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 2,097 | $1.2M | Reduce -9.0% |
| MS Morgan Stanley | 0.29% | 6,282 | $1.1M | Add +68.0% |
| AXP American Express Co. | 0.29% | 3,002 | $1.1M | Add +58.3% |
| CAT Caterpillar Inc. | 0.26% | 1,785 | $1.0M | Add +324.0% |
| AMD Advanced Micro Devices | 0.26% | 4,678 | $1.0M | Add +92.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.24% | 4,428 | $938K | Reduce -21.8% |
| BLK BlackRock Inc. | 0.20% | 727 | $778K | Reduce -36.2% |
| MU Micron Technology Inc. | 0.20% | 2,656 | $758K | New |
| GS Goldman Sachs Group Inc. | 0.18% | 816 | $717K | Reduce -14.6% |
| GLTR Abrdn Precious Metals Basket | 0.16% | 2,965 | $610K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.14% | 2,746 | $553K | Reduce -14.4% |
| MRK Merck & Co. Inc. | 0.14% | 5,223 | $550K | Reduce -75.2% |
| IAU iShares Gold Trust | 0.14% | 6,630 | $538K | No change |
| RTX RTX Corp. | 0.14% | 2,932 | $538K | Add +122.5% |
| ADP Automatic Data Processing | 0.14% | 2,057 | $529K | Reduce -41.2% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 14,866 | $485K | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.12% | 965 | $467K | Reduce -8.4% |
| SGOL Abrdn Physical Gold Shares | 0.12% | 10,859 | $446K | No change |
| BA The Boeing Co. | 0.11% | 2,000 | $434K | Reduce -50.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.11% | 6,415 | $431K | Reduce -2.6% |
| ISRG Intuitive Surgical Inc. | 0.11% | 728 | $412K | Reduce -1.1% |
| PEP Pepsico Inc. | 0.10% | 2,801 | $402K | Reduce -75.5% |
| IUSG iShares Core S&P U.S. Growth | 0.10% | 2,225 | $374K | Reduce -10.1% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,664 | $366K | No change |
| AMGN Amgen Inc. | 0.09% | 1,078 | $353K | Reduce -10.8% |
| VOO Vanguard S&P 500 ETF | 0.09% | 528 | $331K | Reduce -2.6% |
| ATRO Astronics Corp. | 0.08% | 5,700 | $309K | No change |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,355 | $287K | No change |
| CSX CSX Corp. | 0.07% | 7,505 | $272K | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.07% | 1,873 | $269K | Reduce -36.0% |
| GILD Gilead Sciences Inc. | 0.07% | 2,180 | $268K | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 1,792 | $266K | Reduce -46.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 3,225 | $260K | Reduce -22.5% |
| GM General Motors Co. | 0.07% | 3,165 | $257K | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 0.07% | 538 | $255K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 2,430 | $243K | Reduce -28.1% |
| QCOM Qualcomm Inc. | 0.06% | 1,400 | $239K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.06% | 2,055 | $234K | No change |
| GLD SPDR Gold Shares | 0.06% | 562 | $223K | Reduce -8.2% |
| UNM Unum Group | 0.05% | 2,709 | $210K | No change |
| DUK Duke Energy Corp. | 0.05% | 1,624 | $190K | Reduce -5.8% |
| IWD iShares Russell 1000 Value E | 0.05% | 900 | $189K | No change |
| ETN Eaton Corp. PLC | 0.05% | 586 | $187K | Reduce -21.4% |
| C Citigroup Inc. | 0.04% | 1,492 | $174K | Add +203.3% |
| KLAC KLA Corp. | 0.04% | 141 | $171K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 499 | $167K | Reduce -53.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 257 | $158K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 2,848 | $154K | Add +3.1% |
| NSC Norfolk Southern Corp. | 0.04% | 525 | $152K | Reduce -8.1% |
| UNP Union Pacific Corp. | 0.04% | 617 | $143K | Reduce -39.3% |
| LIN Linde PLC | 0.04% | 329 | $140K | Reduce -91.2% |
| MCHP Microchip Technology Inc. | 0.04% | 2,131 | $136K | Reduce -42.9% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,086 | $134K | Add +0.1% |
| PLD Prologis Inc. | 0.03% | 991 | $127K | Reduce -17.3% |
| VGT Vanguard Info Tech ETF | 0.03% | 167 | $126K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.03% | 1,000 | $122K | New |
| OEF iShares S&P 100 ETF | 0.03% | 347 | $119K | Reduce -43.4% |
| GD General Dynamics Corp. | 0.03% | 352 | $119K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| LIN Linde PLC | Reduce -91.2% | 0.04% | −0.43 |
| MRK Merck & Co. Inc. | Reduce -75.2% | 0.14% | −0.32 |
| PEP Pepsico Inc. | Reduce -75.5% | 0.10% | −0.32 |
| NVDA Nvidia Corp. | Reduce -1.2% | 10.25% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -16.3% | 0.96% | −0.26 |
| ACN Accenture PLC Class A | Reduce -98.3% | 0.00% | −0.20 |
| BLK BlackRock Inc. | Reduce -36.2% | 0.20% | −0.15 |
| ADP Automatic Data Processing | Reduce -41.2% | 0.14% | −0.13 |
| TMUS T-Mobile US Inc. | Reduce -7.8% | 0.43% | −0.13 |
| BA The Boeing Co. | Reduce -50.0% | 0.11% | −0.11 |
| ABT Abbott Laboratories | Reduce -6.0% | 0.61% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -21.8% | 0.24% | −0.07 |
| MCD McDonald's Corp. | Reduce -6.4% | 0.81% | −0.07 |
| ITOT iShares Core S&P Total U.S. | Reduce -46.7% | 0.07% | −0.06 |
| NOW ServiceNow Inc. | Reduce -63.0% | 0.02% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -53.2% | 0.04% | −0.05 |
| T AT&T Inc. | Reduce -58.3% | 0.03% | −0.05 |
| ADBE Adobe Inc. | Reduce -59.5% | 0.03% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -5.3% | 0.47% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -36.0% | 0.07% | −0.04 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -42.9% | 0.04% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -28.1% | 0.06% | −0.03 |
| UNP Union Pacific Corp. | Reduce -39.3% | 0.04% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -21.4% | 0.05% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -49.7% | 0.02% | −0.02 |
| MTB M & T Bank Corp. | Reduce -14.4% | 0.14% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -43.4% | 0.03% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -22.5% | 0.07% | −0.02 |
| GLW Corning Inc. | Reduce -48.2% | 0.02% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -8.4% | 0.12% | −0.02 |
| K Kellanova | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -14.6% | 0.18% | −0.01 |
| STT State Street Corp. | Sold out | 0.00% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -48.8% | 0.01% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -14.7% | 0.03% | −0.01 |
| SYY Sysco Corp. | Reduce -38.6% | 0.01% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -10.1% | 0.10% | −0.01 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.01 |
| PAYX Paychex Inc. | Reduce -48.2% | 0.01% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -69.8% | 0.00% | −0.01 |
| AS Amer Sports Inc. | Reduce -99.3% | 0.00% | −0.01 |
| MO Altria Group Inc. | Reduce -28.2% | 0.01% | −0.01 |
| AFL Aflac Inc. | Reduce -43.3% | 0.01% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -72.5% | 0.00% | −0.01 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.01 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.01 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -5.8% | 0.05% | −0.01 |
| PSX Phillips 66 | Reduce -66.5% | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +2.2% | 7.40% | +1.68 |
| LLY Eli Lilly & Co. | Add +1.1% | 2.35% | +0.67 |
| CAT Caterpillar Inc. | Add +324.0% | 0.26% | +0.21 |
| MU Micron Technology Inc. | New | 0.20% | +0.20 |
| JNJ Johnson & Johnson | Add +1.3% | 1.79% | +0.18 |
| AMD Advanced Micro Devices | Add +92.4% | 0.26% | +0.15 |
| WMT Walmart Inc. | Add +0.8% | 2.18% | +0.14 |
| MS Morgan Stanley | Add +68.0% | 0.29% | +0.13 |
| AXP American Express Co. | Add +58.3% | 0.29% | +0.12 |
| CSCO Cisco Systems Inc. | Add +2.0% | 1.07% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +58.2% | 0.34% | +0.11 |
| AVGO Broadcom Inc. | Add +0.5% | 2.84% | +0.10 |
| WFC Wells Fargo & Co. | Add +5.5% | 0.68% | +0.09 |
| RTX RTX Corp. | Add +122.5% | 0.14% | +0.08 |
| BAC Bank of America Corp. | Add +2.5% | 0.94% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.7% | 1.18% | +0.06 |
| TSLA Tesla Inc. | Add +5.1% | 1.33% | +0.06 |
| IBM Intl Business Machines Corp. | Add +8.1% | 0.54% | +0.06 |
| KO The Coca-Cola Co. | Add +3.2% | 0.83% | +0.05 |
| GE General Electric | Add +11.2% | 0.46% | +0.05 |
| V Visa Inc. Class A | Add +1.5% | 1.98% | +0.05 |
| C Citigroup Inc. | Add +203.3% | 0.04% | +0.03 |
| XBI SS SPDR S&P Biotech ETF | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +13.5% | 0.33% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.83% | +0.02 |
| DAL Delta Air Lines Inc. | Add +9900.0% | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +6.6% | 0.64% | +0.02 |
| CINF Cincinnati Financial Corp. | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.5% | 1.22% | +0.01 |
| LRCX Lam Research Corp. | Add +2620.0% | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 1.61% | +0.01 |
| AAL American Airlines Group Inc. | New | 0.01% | +0.01 |
| CEG Constellation Energy | Add +51.7% | 0.02% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +3.1% | 0.04% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +49.9% | 0.02% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.2% | 0.07% | +0.01 |
| PNC PNC Financial Services Group | Add +20.0% | 0.03% | +0.01 |
| MMT Aberdeen Multimarket Income | Add +400.0% | 0.01% | +0.00 |
| SGVT Schwab Govt Money Market ETF | New | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | New | 0.00% | +0.00 |
| TYG Tortoise Energy Infrastruct | New | 0.00% | +0.00 |
| EMO Clearbridge Energy Midstream | New | 0.00% | +0.00 |
| JRS Nuveen Real Estate Income | New | 0.00% | +0.00 |
| INTC Intel Corp. | Add +88.6% | 0.00% | +0.00 |
| MMM 3M Co. | Add +3300.0% | 0.00% | +0.00 |
| CORT Corcept Therapeutics Inc. | New | 0.00% | +0.00 |
| BHK BlackRock Core Bond Trust | Add +45.8% | 0.00% | +0.00 |
| UPS United Parcel Service Class B | Add +10.0% | 0.01% | +0.00 |
| BAX Baxter International Inc. | New | 0.00% | +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 |