Funds › West Branch Capital LLC
West Branch Capital LLC
13F for Q3 2026, filed Oct 20, 2026. 388 positions worth $441.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 20, 2026
Reported value
$441.7M
+$11.5M (2.7%) vs Q2 2026
Positions
388
355 in Q2 2026
Top 10 share
58.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 145,702 | $48.5M | 11.0% | -1.9% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 202,827 | $46.3M | 10.5% | -1.1% | 13F ↗ |
| 3 | GOOGL Alphabet Inc. Class A | 88,770 | $30.5M | 6.9% | -0.7% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 54,973 | $28.2M | 6.4% | -0.1% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 95,701 | $23.8M | 5.4% | +0.5% | 13F ↗ |
| 6 | MOG-B Moog Inc. Class B | 60,114 | $23.3M | 5.3% | Unchanged | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 30,033 | $22.9M | 5.2% | -0.9% | 13F ↗ |
| 8 | JPM JPMorgan Chase & Co. | 34,095 | $11.3M | 2.6% | +0.4% | 13F ↗ |
| 9 | AVGO Broadcom Inc. | 32,044 | $11.3M | 2.5% | +0.4% | 13F ↗ |
| 10 | LLY Eli Lilly and Company | 8,748 | $10.1M | 2.3% | +0.5% | 13F ↗ |
| 11 | PG Procter & Gamble Company | 69,454 | $10.1M | 2.3% | +0.7% | 13F ↗ |
| 12 | META Meta Platforms, Inc. | 13,004 | $9.4M | 2.1% | +2.8% | 13F ↗ |
| 13 | MU Micron Technology, Inc. | 8,837 | $9.4M | 2.1% | +2.8% | 13F ↗ |
| 14 | JNJ Johnson & Johnson | 33,392 | $8.8M | 2.0% | -0.1% | 13F ↗ |
| 15 | WMT Walmart Inc. | 77,681 | $8.1M | 1.8% | +1.1% | 13F ↗ |
| 16 | V Visa Inc. | 22,294 | $8.0M | 1.8% | +1.1% | 13F ↗ |
| 17 | ABBV AbbVie Inc. | 30,457 | $8.0M | 1.8% | +0.1% | 13F ↗ |
| 18 | iShares Tr Core S&P500 Etf | 9,084 | $7.0M | 1.6% | -1.0% | 13F ↗ |
| 19 | BRK-B Berkshire Hathaway Inc. Class B | 13,244 | $6.6M | 1.5% | +1.9% | 13F ↗ |
| 20 | ORCL Oracle Corporation | 43,975 | $6.0M | 1.4% | +2.2% | 13F ↗ |
| 21 | CSCO Cisco Systems, Inc. | 55,190 | $5.9M | 1.3% | +1.7% | 13F ↗ |
| 22 | AMD Advanced Micro Devices, Inc. | 9,075 | $5.6M | 1.3% | +2.0% | 13F ↗ |
| 23 | MA Mastercard Incorporated | 8,878 | $4.9M | 1.1% | +3.0% | 13F ↗ |
| 24 | CVX Chevron Corporation | 23,737 | $4.8M | 1.1% | +1.3% | 13F ↗ |
| 25 | TSLA Tesla, Inc. | 12,985 | $4.6M | 1.0% | +5.6% | 13F ↗ |
| 26 | KO Coca-Cola Company | 50,325 | $4.3M | 1.0% | +2.8% | 13F ↗ |
| 27 | UNH UnitedHealth Group Incorporated | 11,648 | $4.3M | 1.0% | +0.5% | 13F ↗ |
| 28 | HD Home Depot, Inc. | 14,822 | $4.2M | 1.0% | +2.1% | 13F ↗ |
| 29 | COST Costco Wholesale Corporation | 4,475 | $4.1M | 0.9% | +3.4% | 13F ↗ |
| 30 | CAT Caterpillar, Inc. | 4,752 | $3.9M | 0.9% | +3.2% | 13F ↗ |
| 31 | BAC Bank of America Corporation | 70,644 | $3.8M | 0.9% | +3.2% | 13F ↗ |
| 32 | GE GE Aerospace | 11,273 | $3.5M | 0.8% | +3.0% | 13F ↗ |
| 33 | ATRO Astronics Corporation | 49,700 | $3.4M | 0.8% | +772% | 13F ↗ |
| 34 | AMAT Applied Materials, Inc. | 6,021 | $3.1M | 0.7% | +6.4% | 13F ↗ |
| 35 | MOG-A Moog Inc. Class A | 6,754 | $2.6M | 0.6% | -1.4% | 13F ↗ |
| 36 | GOOG Alphabet Inc. Class C | 7,238 | $2.5M | 0.6% | Unchanged | 13F ↗ |
| 37 | LRCX Lam Research Corporation | 7,493 | $2.5M | 0.6% | +1.8% | 13F ↗ |
| 38 | NFLX Netflix, Inc. | 35,100 | $2.4M | 0.6% | +5.0% | 13F ↗ |
| 39 | PLTR Palantir Technologies Inc. | 10,663 | $2.0M | 0.5% | +12.0% | 13F ↗ |
| 40 | MS Morgan Stanley | 9,632 | $1.8M | 0.4% | +9.0% | 13F ↗ |
| 41 | PM Philip Morris International Inc | 8,777 | $1.7M | 0.4% | +3.6% | 13F ↗ |
| 42 | WFC Wells Fargo & Company | 19,562 | $1.6M | 0.4% | -13.0% | 13F ↗ |
| 43 | MRK Merck & Company, Inc. | 10,092 | $1.5M | 0.3% | +21.6% | 13F ↗ |
| 44 | GS Goldman Sachs Group, Inc. | 1,593 | $1.4M | 0.3% | +11.9% | 13F ↗ |
| 45 | Schwab Strategic Tr Us Lcap Gr Etf | 30,297 | $1.1M | 0.2% | Unchanged | 13F ↗ |
| 46 | MCD McDonald's Corporation | 3,664 | $846.2K | 0.2% | -6.7% | 13F ↗ |
| 47 | INTC Intel Corporation | 5,314 | $638.9K | 0.1% | +34.5% | 13F ↗ |
| 48 | Vanguard Index Fds Mrngstr Sml Cp V | 2,454 | $566.9K | 0.1% | -15.6% | 13F ↗ |
| 49 | RTX RTX Corporation | 2,816 | $522.8K | 0.1% | +0.4% | 13F ↗ |
| 50 | IAU iShares Gold Trust · Ishares New | 6,630 | $517.8K | 0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 388 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
39 new, 75 added to, 37 trimmed, 6 exited, 237 unchanged. By estimated dollars.
New positions (39)
| MRNA Moderna, Inc. | 1,000 | New | $192.6K |
| APH Amphenol Corporation | 2,000 | New | $168.6K |
| PANW Palo Alto Networks, Inc. | 274 | New | $108.9K |
| RVMD Revolution Medicines, Inc. | 500 | New | $102.6K |
| SEI Solaris Energy Infrastructure, Inc. | 1,000 | New | $71.2K |
| iShares Tr Esg Awr Us Agrgt | 828 | New | $37.5K |
| BlackRock ETF Trust Ishares Us Larg | 1,011 | New | $34.8K |
| BlackRock ETF Trust Isha Us Awar Etf | 306 | New | $25.0K |
| HON Honeywell International Inc. | 117 | New | $24.7K |
| BlackRock ETF Trust II Isha Secu In Etf | 497 | New | $24.1K |
Added to (75)
| ATRO Astronics Corporation | 49,700 | +772% | $3.0M |
| MRK Merck & Company, Inc. | 10,092 | +21.6% | $260.3K |
| META Meta Platforms, Inc. | 13,004 | +2.8% | $259.6K |
| MU Micron Technology, Inc. | 8,837 | +2.8% | $255.6K |
| TSLA Tesla, Inc. | 12,985 | +5.6% | $243.4K |
| PLTR Palantir Technologies Inc. | 10,663 | +12.0% | $213.6K |
| AMAT Applied Materials, Inc. | 6,021 | +6.4% | $184.1K |
| INTC Intel Corporation | 5,314 | +34.5% | $164.0K |
| GS Goldman Sachs Group, Inc. | 1,593 | +11.9% | $153.0K |
| MS Morgan Stanley | 9,632 | +9.0% | $149.7K |
Trimmed (37)
| AAPL Apple Inc. | 145,702 | -1.9% | -$931.1K |
| NVDA NVIDIA Corporation | 202,827 | -1.1% | -$519.3K |
| IBM International Business Machines Corporation | 469 | -74.9% | -$308.3K |
| WFC Wells Fargo & Company | 19,562 | -13.0% | -$234.0K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 30,033 | -0.9% | -$218.9K |
| GOOGL Alphabet Inc. Class A | 88,770 | -0.7% | -$201.6K |
| KLAC KLA Corporation | 1,410 | -29.1% | -$112.7K |
| Vanguard Index Fds Mrngstr Sml Cp V | 2,454 | -15.6% | -$104.7K |
| CRM Salesforce, Inc. | 92 | -78.4% | -$76.7K |
| iShares Tr Core S&P500 Etf | 9,084 | -1.0% | -$72.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 388 | $441.7M | Current | SEC ↗ |
| Q2 2026 | Jul 10, 2026 | 13F-HR | 355 | $430.3M | Current | SEC ↗ |
| Q1 2026 | Apr 14, 2026 | 13F-HR | 378 | $373.5M | Current | SEC ↗ |
| Q4 2025 | Jan 16, 2026 | 13F-HR | 415 | $388.1M | Current | SEC ↗ |
| Q3 2025 | Oct 21, 2025 | 13F-HR | 452 | $381.1M | Current | SEC ↗ |
| Q2 2025 | Jul 16, 2025 | 13F-HR | 472 | $338.1M | Current | SEC ↗ |
| Q1 2025 | Apr 16, 2025 | 13F-HR | 530 | $299.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer