West Branch Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), West Branch Capital LLC reported 377 stock positions worth $373.5 million. Its top holding was Apple (AAPL) at 10.3% of the portfolio, followed by Nvidia (NVDA, 9.6%) and Alphabet Class A (GOOGL, 7.0%). Compared with Q4 2025, it opened 21 new positions, sold out of 59, added to 72 and reduced 61. The biggest buy was Exxon Mobil (XOM, shares +12%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $373.5M (Q1 2026)
- SEC Filing
- 0001738723-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 377 stocks · $373.5M
| AAPL Apple Inc. | 10.29% | 151,455 | $38.4M | Add +0.3% |
| NVDA Nvidia Corp. | 9.64% | 206,367 | $36.0M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 7.00% | 90,949 | $26.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.44% | 54,901 | $20.3M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 5.29% | 94,860 | $19.8M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.25% | 30,169 | $19.6M | Add +0.3% |
| MOG.B Moog Inc. Class B | 4.75% | 60,114 | $17.7M | No change |
| JPM JPMorgan Chase & Co. | 2.68% | 34,037 | $10.0M | No change |
| AVGO Broadcom Inc. | 2.66% | 32,101 | $9.9M | Add +0.7% |
| PG The Procter & Gamble Co. | 2.66% | 68,771 | $9.9M | Add +6.2% |
| WMT Walmart Inc. | 2.54% | 76,347 | $9.5M | Add +0.3% |
| JNJ Johnson & Johnson | 2.18% | 33,382 | $8.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 2.10% | 8,525 | $7.8M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.93% | 42,496 | $7.2M | Add +11.9% |
| META Meta Platforms Inc. Class A | 1.85% | 12,096 | $6.9M | Add +3.2% |
| V Visa Inc. Class A | 1.78% | 21,962 | $6.6M | Add +0.4% |
| ABBV Abbvie Inc. | 1.76% | 30,260 | $6.6M | Add +0.6% |
| ORCL Oracle Corp. | 1.68% | 42,653 | $6.3M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 12,505 | $6.0M | Add +2.7% |
| IVV iShares Core S&P 500 ETF | 1.59% | 9,120 | $6.0M | Reduce -0.1% |
| CVX Chevron Corp. | 1.29% | 23,261 | $4.8M | Add +43.8% |
| HD Home Depot Inc. | 1.27% | 14,379 | $4.7M | Add +0.7% |
| TSLA Tesla Inc. | 1.19% | 12,001 | $4.5M | Add +4.6% |
| MA Mastercard Inc. Class A | 1.13% | 8,480 | $4.2M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.13% | 4,246 | $4.2M | Add +8.2% |
| CSCO Cisco Systems Inc. | 1.12% | 54,082 | $4.2M | Add +0.7% |
| KO The Coca-Cola Co. | 0.98% | 48,368 | $3.7M | Add +4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.89% | 67,986 | $3.3M | Add +2.1% |
| CAT Caterpillar Inc. | 0.85% | 4,476 | $3.2M | Add +150.8% |
| NFLX Netflix Inc. | 0.83% | 32,379 | $3.1M | Add +9.7% |
| UNH Unitedhealth Group Inc. | 0.83% | 11,475 | $3.1M | Add +2.0% |
| GE General Electric filed as GE AEROSPACE | 0.82% | 10,766 | $3.1M | Add +86.5% |
| MCD McDonald's Corp. | 0.77% | 9,261 | $2.9M | Reduce -9.5% |
| WFC Wells Fargo & Co. | 0.63% | 29,404 | $2.3M | Add +3.3% |
| MU Micron Technology Inc. | 0.55% | 6,094 | $2.1M | Add +129.4% |
| MOG.A Moog Inc. Class A | 0.54% | 6,899 | $2.0M | Reduce -5.3% |
| GOOG Alphabet Inc. Class C | 0.52% | 6,808 | $2.0M | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.48% | 5,203 | $1.8M | Add +86616.7% |
| AMD Advanced Micro Devices | 0.46% | 8,378 | $1.7M | Add +79.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 7,003 | $1.7M | Reduce -0.7% |
| ABT Abbott Laboratories | 0.43% | 15,637 | $1.6M | Reduce -17.7% |
| TMUS T-Mobile US Inc. | 0.41% | 7,248 | $1.5M | Reduce -12.3% |
| RTX RTX Corp. | 0.39% | 7,633 | $1.5M | Add +160.3% |
| PM Philip Morris International | 0.39% | 8,837 | $1.5M | Add +11.8% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 9,545 | $1.4M | Add +29.4% |
| MS Morgan Stanley | 0.36% | 8,196 | $1.3M | Add +30.5% |
| LRCX Lam Research Corp. | 0.35% | 6,180 | $1.3M | Add +2172.1% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,295 | $1.1M | Add +58.7% |
| MRK Merck & Co. Inc. | 0.24% | 7,432 | $894K | Add +42.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 3,620 | $786K | Reduce -18.3% |
| AXP American Express Co. | 0.20% | 2,498 | $756K | Reduce -16.8% |
| GLTR Abrdn Precious Metals Basket | 0.17% | 2,965 | $649K | No change |
| BLK BlackRock Inc. | 0.16% | 614 | $590K | Reduce -15.5% |
| IAU iShares Gold Trust | 0.16% | 6,630 | $585K | No change |
| LMT Lockheed Martin Corp. | 0.16% | 965 | $583K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.13% | 2,361 | $488K | Reduce -14.0% |
| SGOL Abrdn Physical Gold Shares | 0.13% | 10,859 | $485K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.12% | 6,815 | $467K | Add +6.2% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 14,878 | $433K | Add +0.1% |
| BKNG Booking Holdings Inc. | 0.11% | 99 | $416K | Reduce -71.0% |
| ATRO Astronics Corp. | 0.10% | 5,700 | $380K | No change |
| AMGN Amgen Inc. | 0.10% | 1,078 | $379K | No change |
| PEP Pepsico Inc. | 0.10% | 2,359 | $366K | Reduce -15.8% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,664 | $358K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 2,221 | $344K | Reduce -0.2% |
| CSX CSX Corp. | 0.08% | 7,531 | $309K | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.08% | 2,183 | $304K | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.08% | 654 | $301K | Reduce -10.2% |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,355 | $286K | No change |
| VYM Vanguard High DVD Yield ETF | 0.07% | 1,782 | $264K | Reduce -4.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 3,225 | $257K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 2,430 | $241K | No change |
| GM General Motors Co. | 0.06% | 3,167 | $236K | Add +0.1% |
| GLD SPDR Gold Shares | 0.06% | 537 | $231K | Reduce -4.5% |
| SPGP Invesco S&P 500 Garp ETF | 0.06% | 2,055 | $221K | No change |
| KLAC KLA Corp. | 0.06% | 141 | $208K | No change |
| ITOT iShares Core S&P Total U.S. | 0.05% | 1,422 | $203K | Reduce -20.6% |
| DUK Duke Energy Corp. | 0.05% | 1,531 | $200K | Reduce -5.7% |
| UNM Unum Group | 0.05% | 2,709 | $198K | No change |
| ETN Eaton Corp. PLC | 0.05% | 553 | $198K | Reduce -5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 398 | $196K | Reduce -81.0% |
| IWD iShares Russell 1000 Value E | 0.05% | 900 | $192K | No change |
| QCOM Qualcomm Inc. | 0.05% | 1,400 | $180K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 2,750 | $167K | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 275 | $159K | Add +7.0% |
| IWF iShares Russell 1000 Growth | 0.04% | 350 | $149K | Reduce -34.9% |
| LIN Linde PLC | 0.04% | 295 | $146K | Reduce -10.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 432 | $139K | Reduce -13.4% |
| VOO Vanguard S&P 500 ETF | 0.04% | 229 | $137K | Reduce -56.6% |
| MCHP Microchip Technology Inc. | 0.04% | 2,092 | $135K | Reduce -1.8% |
| SHEL Shell PLC-ADR | 0.04% | 1,439 | $134K | No change |
| GEV GE Vernova Inc. | 0.04% | 153 | $134K | Add +3.4% |
| EIPI FT Energy Income ETF | 0.04% | 5,911 | $133K | No change |
| PLD Prologis Inc. | 0.04% | 991 | $131K | No change |
| IVW iShares S&P 500 Growth ETF | 0.03% | 1,087 | $123K | Add +0.1% |
| T AT&T Inc. | 0.03% | 4,232 | $123K | Reduce -0.1% |
| PFE Pfizer Inc. | 0.03% | 4,359 | $122K | No change |
| GD General Dynamics Corp. | 0.03% | 352 | $121K | No change |
| FLDR Fidelity Low Durat Fact ETF | 0.03% | 2,377 | $119K | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.03% | 168 | $117K | Add +0.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $10 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 107 | $10 | No change |
Total filed on the 13F, all lines: $373.5M.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -2.0% | 5.44% | −1.54 |
| NVDA Nvidia Corp. | Reduce -3.3% | 9.64% | −0.62 |
| CRM Salesforce Inc. | Reduce -95.5% | 0.02% | −0.45 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 7.00% | −0.40 |
| BKNG Booking Holdings Inc. | Reduce -71.0% | 0.11% | −0.36 |
| TMO Thermo Fisher Scientific Inc. | Reduce -81.0% | 0.05% | −0.26 |
| ABT Abbott Laboratories | Reduce -17.7% | 0.43% | −0.18 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.14 |
| BA The Boeing Co. | Sold out | 0.00% | −0.11 |
| AXP American Express Co. | Reduce -16.8% | 0.20% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.45% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -56.6% | 0.04% | −0.05 |
| BLK BlackRock Inc. | Reduce -15.5% | 0.16% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.52% | −0.04 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.04 |
| MCD McDonald's Corp. | Reduce -9.5% | 0.77% | −0.04 |
| C Citigroup Inc. | Reduce -73.7% | 0.01% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -18.3% | 0.21% | −0.03 |
| UNP Union Pacific Corp. | Reduce -76.2% | 0.01% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -34.9% | 0.04% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -10.2% | 0.08% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -12.3% | 0.41% | −0.02 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.59% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -20.6% | 0.05% | −0.01 |
| XLK SS Technology Select Sector | Reduce -38.6% | 0.02% | −0.01 |
| MTB M & T Bank Corp. | Reduce -14.0% | 0.13% | −0.01 |
| CI The Cigna Group | Reduce -44.3% | 0.01% | −0.01 |
| SPGI S&P Global Inc. | Reduce -98.7% | 0.00% | −0.01 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.01 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.01 |
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −0.01 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.4% | 0.04% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -22.1% | 0.02% | −0.01 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -40.0% | 0.01% | −0.01 |
| PEP Pepsico Inc. | Reduce -15.8% | 0.10% | −0.01 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.01 |
| IT Gartner Inc. | Reduce -75.3% | 0.00% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.00 |
| RPM RPM International Inc. | Sold out | 0.00% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -22.5% | 0.02% | −0.00 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.2% | 0.09% | −0.00 |
| NI Nisource Inc. | Reduce -65.8% | 0.00% | −0.00 |
| PNC PNC Financial Services Group | Reduce -16.7% | 0.02% | −0.00 |
| PSA Public Storage | Sold out | 0.00% | −0.00 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +11.9% | 1.93% | +0.75 |
| CVX Chevron Corp. | Add +43.8% | 1.29% | +0.65 |
| CAT Caterpillar Inc. | Add +150.8% | 0.85% | +0.59 |
| AMAT Applied Materials Inc. | Add +86616.7% | 0.48% | +0.48 |
| GE General Electric | Add +86.5% | 0.82% | +0.36 |
| MU Micron Technology Inc. | Add +129.4% | 0.55% | +0.36 |
| WMT Walmart Inc. | Add +0.3% | 2.54% | +0.36 |
| LRCX Lam Research Corp. | Add +2172.1% | 0.35% | +0.34 |
| PG The Procter & Gamble Co. | Add +6.2% | 2.66% | +0.27 |
| COST Costco Wholesale Corp. | Add +8.2% | 1.13% | +0.26 |
| RTX RTX Corp. | Add +160.3% | 0.39% | +0.26 |
| AMD Advanced Micro Devices | Add +79.1% | 0.46% | +0.20 |
| KO The Coca-Cola Co. | Add +4.6% | 0.98% | +0.15 |
| NFLX Netflix Inc. | Add +9.7% | 0.83% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +58.7% | 0.29% | +0.11 |
| MRK Merck & Co. Inc. | Add +42.3% | 0.24% | +0.10 |
| MS Morgan Stanley | Add +30.5% | 0.36% | +0.07 |
| PM Philip Morris International | Add +11.8% | 0.39% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.7% | 1.12% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +29.4% | 0.37% | +0.04 |
| SLG SL Green Realty Corp. | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.7% | 1.60% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +6.2% | 0.12% | +0.01 |
| CSX CSX Corp. | Add +0.3% | 0.08% | +0.01 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.08% | +0.01 |
| GEV GE Vernova Inc. | Add +3.4% | 0.04% | +0.01 |
| VZ Verizon Communications Inc. | Add +5.2% | 0.03% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +21.3% | 0.03% | +0.01 |
| IXUS iShares Core Intl Stock ETF | New | 0.00% | +0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.00% | +0.00 |
| QLTA iShares Aaa - A Rated Corpor | New | 0.00% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | New | 0.00% | +0.00 |
| UTF Cohen & Steers Infrastructur | New | 0.00% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.0% | 0.04% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.00% | +0.00 |
| IBRX Immunitybio Inc. | New | 0.00% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +10.5% | 0.01% | +0.00 |
| CHWY Chewy Inc. Class A | New | 0.00% | +0.00 |
| FLDR Fidelity Low Durat Fact ETF | Add +0.9% | 0.03% | +0.00 |
| HDV iShares Core High Dividend E | New | 0.00% | +0.00 |
| BHK BlackRock Core Bond Trust | Add +31.8% | 0.01% | +0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.00% | +0.00 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.00% | +0.00 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.00% | +0.00 |
| EOSE Eos Energy Enterprises Inc. | New | 0.00% | +0.00 |
| UTG Reaves Utility Income Fund | Add +1.2% | 0.01% | +0.00 |
| TYG Tortoise Energy Infrastruct | Add +3.0% | 0.00% | +0.00 |
| JBLU Jetblue Airways Corp. | New | 0.00% | +0.00 |
| EMO Clearbridge Energy Midstream | Add +2.5% | 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 |