West Branch Capital LLC

Institutional manager (13F) · CIK 1738723

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $354M

#	Issuer	Value	Shares
1	APPLE INC	$38M	151,455
2	NVIDIA CORPORATION	$36M	206,367
3	ALPHABET INC	$26M	90,949
4	MICROSOFT CORP	$20M	54,901
5	AMAZON COM INC	$20M	94,860
6	STATE STR SPDR S&P 500 ETF T	$20M	30,169
7	MOOG INC	$18M	60,114
8	JPMORGAN CHASE & CO	$10M	34,037
9	BROADCOM INC	$10M	32,101
10	PROCTER & GAMBLE CO	$10M	68,771
11	WALMART INC	$9M	76,347
12	JOHNSON & JOHNSON	$8M	33,382
13	ELI LILLY & CO	$8M	8,525
14	EXXON MOBIL CORP	$7M	42,496
15	META PLATFORMS INC	$7M	12,096
16	VISA INC	$7M	21,962
17	ABBVIE INC	$7M	30,260
18	ORACLE CORP	$6M	42,653
19	BERKSHIRE HATHAWAY INC DEL	$6M	12,505
20	ISHARES TR	$6M	9,120
21	CHEVRON CORPORATION	$5M	23,261
22	HOME DEPOT INC	$5M	14,379
23	TESLA INC	$4M	12,001
24	MASTERCARD INCORPORATED	$4M	8,480
25	COSTCO WHOLESALE CORPORATION	$4M	4,246
26	CISCO SYS INC	$4M	54,082
27	COCA COLA CO	$4M	48,368
28	BANK AMERICA CORP	$3M	67,986
29	CATERPILLAR INC	$3M	4,476
30	NETFLIX INC.	$3M	32,379
31	UNITEDHEALTH GROUP INC	$3M	11,475
32	GE AEROSPACE	$3M	10,766
33	MCDONALDS CORP	$3M	9,261
34	WELLS FARGO & CO	$2M	29,404
35	MICRON TECHNOLOGY INC	$2M	6,094
36	MOOG INC	$2M	6,899
37	ALPHABET INC	$2M	6,808
38	APPLIED MATLS INC	$2M	5,203
39	ADVANCED MICRO DEVICES INC	$2M	8,378
40	INTERNATIONAL BUSINESS MACHS	$2M	7,003
41	ABBOTT LABORATORIES	$2M	15,637
42	T-MOBILE US INC	$2M	7,248
43	RTX CORPORATION	$1M	7,633
44	PHILIP MORRIS INTL INC	$1M	8,837
45	PALANTIR TECHNOLOGIES INC	$1M	9,545
46	MORGAN STANLEY	$1M	8,196
47	LAM RESEARCH CORP	$1M	6,180
48	GOLDMAN SACHS GROUP INC	$1M	1,295
49	MERCK & CO INC	$894k	7,432
50	VANGUARD INDEX FDS	$786k	3,620

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.