Filed: 4/14/2026ACC: 0001738723-26-000002
📋 What this filing means
WEST BRANCH CAPITAL LLC filed this quarterly 13F‑HR report disclosing 378 equity positions with a total reported market value of $373.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
378
Positions
$373.48M
Total AUM (reported)
1.77M
Total Shares
Allocation by class
COM$258.58M69.2%
CAP STK CL A$26.15M7.0%
TR UNIT$19.62M5.3%
CL B$17.75M4.8%
CL A$14.66M3.9%
COM CL A$6.66M1.8%
COM NEW$6.50M1.7%
Portfolio Concentration
Top 3$100.58M26.9%
4–10$107.31M28.7%
11–25$93.53M25.0%
Rest$72.06M19.3%
Top 3 weight
26.9%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 1.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole378
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings378
Rows:
APPLE INC
SOLEShares151.46K
TypeSH
Market value$38.44M
10.29%
Sole
0.00
Shared
0.00
None
151.46K
NVIDIA CORPORATION
SOLEShares206.37K
TypeSH
Market value$35.99M
9.64%
Sole
0.00
Shared
0.00
None
206.37K
ALPHABET INC
SOLEShares90.95K
TypeSH
Market value$26.15M
7.00%
Sole
0.00
Shared
0.00
None
90.95K
MICROSOFT CORP
SOLEShares54.90K
TypeSH
Market value$20.32M
5.44%
Sole
0.00
Shared
0.00
None
54.90K
AMAZON COM INC
SOLEShares94.86K
TypeSH
Market value$19.76M
5.29%
Sole
0.00
Shared
0.00
None
94.86K
STATE STR SPDR S&P 500 ETF T
SOLEShares30.17K
TypeSH
Market value$19.62M
5.25%
Sole
0.00
Shared
0.00
None
30.17K
MOOG INC
SOLEShares60.11K
TypeSH
Market value$17.73M
4.75%
Sole
0.00
Shared
0.00
None
60.11K
JPMORGAN CHASE & CO
SOLEShares34.04K
TypeSH
Market value$10.01M
2.68%
Sole
0.00
Shared
0.00
None
34.04K
BROADCOM INC
SOLEShares32.10K
TypeSH
Market value$9.94M
2.66%
Sole
0.00
Shared
0.00
None
32.10K
PROCTER & GAMBLE CO
SOLEShares68.77K
TypeSH
Market value$9.93M
2.66%
Sole
0.00
Shared
0.00
None
68.77K
WALMART INC
SOLEShares76.35K
TypeSH
Market value$9.49M
2.54%
Sole
0.00
Shared
0.00
None
76.35K
JOHNSON & JOHNSON
SOLEShares33.38K
TypeSH
Market value$8.16M
2.18%
Sole
0.00
Shared
0.00
None
33.38K
ELI LILLY & CO
SOLEShares8.53K
TypeSH
Market value$7.84M
2.10%
Sole
0.00
Shared
0.00
None
8.53K
EXXON MOBIL CORP
SOLEShares42.50K
TypeSH
Market value$7.21M
1.93%
Sole
0.00
Shared
0.00
None
42.50K
META PLATFORMS INC
SOLEShares12.10K
TypeSH
Market value$6.92M
1.85%
Sole
0.00
Shared
0.00
None
12.10K
VISA INC
SOLEShares21.96K
TypeSH
Market value$6.64M
1.78%
Sole
0.00
Shared
0.00
None
21.96K
ABBVIE INC
SOLEShares30.26K
TypeSH
Market value$6.58M
1.76%
Sole
0.00
Shared
0.00
None
30.26K
ORACLE CORP
SOLEShares42.65K
TypeSH
Market value$6.27M
1.68%
Sole
0.00
Shared
0.00
None
42.65K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.51K
TypeSH
Market value$5.99M
1.60%
Sole
0.00
Shared
0.00
None
12.51K
ISHARES TR
SOLEShares9.12K
TypeSH
Market value$5.96M
1.59%
Sole
0.00
Shared
0.00
None
9.12K
CHEVRON CORPORATION
SOLEShares23.26K
TypeSH
Market value$4.81M
1.29%
Sole
0.00
Shared
0.00
None
23.26K
HOME DEPOT INC
SOLEShares14.38K
TypeSH
Market value$4.73M
1.27%
Sole
0.00
Shared
0.00
None
14.38K
TESLA INC
SOLEShares12K
TypeSH
Market value$4.46M
1.19%
Sole
0.00
Shared
0.00
None
12K
MASTERCARD INCORPORATED
SOLEShares8.48K
TypeSH
Market value$4.24M
1.13%
Sole
0.00
Shared
0.00
None
8.48K
COSTCO WHOLESALE CORPORATION
SOLEShares4.25K
TypeSH
Market value$4.23M
1.13%
Sole
0.00
Shared
0.00
None
4.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 151.46K | SH | $38.44M 10.29% | 0.00 | 0.00 | 151.46K |
NVIDIA CORPORATIONSOLE | COM | 206.37K | SH | $35.99M 9.64% | 0.00 | 0.00 | 206.37K |
ALPHABET INCSOLE | CAP STK CL A | 90.95K | SH | $26.15M 7.00% | 0.00 | 0.00 | 90.95K |
MICROSOFT CORPSOLE | COM | 54.90K | SH | $20.32M 5.44% | 0.00 | 0.00 | 54.90K |
AMAZON COM INCSOLE | COM | 94.86K | SH | $19.76M 5.29% | 0.00 | 0.00 | 94.86K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30.17K | SH | $19.62M 5.25% | 0.00 | 0.00 | 30.17K |
MOOG INCSOLE | CL B | 60.11K | SH | $17.73M 4.75% | 0.00 | 0.00 | 60.11K |
JPMORGAN CHASE & COSOLE | COM | 34.04K | SH | $10.01M 2.68% | 0.00 | 0.00 | 34.04K |
BROADCOM INCSOLE | COM | 32.10K | SH | $9.94M 2.66% | 0.00 | 0.00 | 32.10K |
PROCTER & GAMBLE COSOLE | COM | 68.77K | SH | $9.93M 2.66% | 0.00 | 0.00 | 68.77K |
WALMART INCSOLE | COM | 76.35K | SH | $9.49M 2.54% | 0.00 | 0.00 | 76.35K |
JOHNSON & JOHNSONSOLE | COM | 33.38K | SH | $8.16M 2.18% | 0.00 | 0.00 | 33.38K |
ELI LILLY & COSOLE | COM | 8.53K | SH | $7.84M 2.10% | 0.00 | 0.00 | 8.53K |
EXXON MOBIL CORPSOLE | COM | 42.50K | SH | $7.21M 1.93% | 0.00 | 0.00 | 42.50K |
META PLATFORMS INCSOLE | CL A | 12.10K | SH | $6.92M 1.85% | 0.00 | 0.00 | 12.10K |
VISA INCSOLE | COM CL A | 21.96K | SH | $6.64M 1.78% | 0.00 | 0.00 | 21.96K |
ABBVIE INCSOLE | COM | 30.26K | SH | $6.58M 1.76% | 0.00 | 0.00 | 30.26K |
ORACLE CORPSOLE | COM | 42.65K | SH | $6.27M 1.68% | 0.00 | 0.00 | 42.65K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.51K | SH | $5.99M 1.60% | 0.00 | 0.00 | 12.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.12K | SH | $5.96M 1.59% | 0.00 | 0.00 | 9.12K |
CHEVRON CORPORATIONSOLE | COM | 23.26K | SH | $4.81M 1.29% | 0.00 | 0.00 | 23.26K |
HOME DEPOT INCSOLE | COM | 14.38K | SH | $4.73M 1.27% | 0.00 | 0.00 | 14.38K |
TESLA INCSOLE | COM | 12K | SH | $4.46M 1.19% | 0.00 | 0.00 | 12K |
MASTERCARD INCORPORATEDSOLE | CL A | 8.48K | SH | $4.24M 1.13% | 0.00 | 0.00 | 8.48K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.25K | SH | $4.23M 1.13% | 0.00 | 0.00 | 4.25K |
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