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Institutional investment manager
WEST BRANCH CAPITAL LLC
CIK 0001738723
- Reported holdings value
- $441.74M
- Reported positions
- 388
- Report as of
- 2026-09-30
- Filed on
- 2026-10-20
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| AAPL APPLE INC 037833100 | COM Share · SH | 145,702 | $48.52M | 10.98% | -2,796 | -1.88% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 202,827 | $46.32M | 10.49% | -2,274 | -1.11% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 88,770 | $30.54M | 6.91% | -586 | -0.66% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 54,973 | $28.2M | 6.38% | -56 | -0.10% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 95,701 | $23.84M | 5.40% | +485 | +0.51% | Increased |
| 615394301 MOOG INC 615394301 | CL B Share · SH | 60,114 | $23.32M | 5.28% | 0 | 0.00% | Unchanged |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 30,033 | $22.9M | 5.18% | -287 | -0.95% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 34,095 | $11.28M | 2.55% | +146 | +0.43% | Increased |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 32,044 | $11.25M | 2.55% | +119 | +0.37% | Increased |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 8,748 | $10.12M | 2.29% | +45 | +0.52% | Increased |
| PG PROCTER & GAMBLE CO 742718109 | COM Share · SH | 69,454 | $10.09M | 2.28% | +515 | +0.75% | Increased |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 13,004 | $9.43M | 2.13% | +358 | +2.83% | Increased |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 8,837 | $9.41M | 2.13% | +240 | +2.79% | Increased |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 33,392 | $8.84M | 2.00% | -24 | -0.07% | Reduced |
| WMT WALMART INC 931142103 | COM Share · SH | 77,681 | $8.07M | 1.83% | +856 | +1.11% | Increased |
| V VISA INC 92826C839 | COM CL A Share · SH | 22,294 | $8.01M | 1.81% | +253 | +1.15% | Increased |
| ABBV ABBVIE INC 00287Y109 | COM Share · SH | 30,457 | $7.97M | 1.80% | +24 | +0.08% | Increased |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 9,084 | $6.96M | 1.57% | -95 | -1.03% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 13,244 | $6.59M | 1.49% | +253 | +1.95% | Increased |
| ORCL ORACLE CORP 68389X105 | COM Share · SH | 43,975 | $6.04M | 1.37% | +962 | +2.24% | Increased |
| CSCO CISCO SYS INC 17275R102 | COM Share · SH | 55,190 | $5.94M | 1.34% | +915 | +1.69% | Increased |
| AMD ADVANCED MICRO DEVICES INC 007903107 | COM Share · SH | 9,075 | $5.55M | 1.26% | +178 | +2.00% | Increased |
| MA MASTERCARD INCORPORATED 57636Q104 | CL A Share · SH | 8,878 | $4.9M | 1.11% | +259 | +3.00% | Increased |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 23,737 | $4.85M | 1.10% | +313 | +1.34% | Increased |
| TSLA TESLA INC 88160R101 | COM Share · SH | 12,985 | $4.61M | 1.04% | +686 | +5.58% | Increased |
| KO COCA COLA CO 191216100 | COM Share · SH | 50,325 | $4.33M | 0.98% | +1,367 | +2.79% | Increased |
| UNH UNITEDHEALTH GROUP INC 91324P102 | COM Share · SH | 11,648 | $4.28M | 0.97% | +59 | +0.51% | Increased |
| HD HOME DEPOT INC 437076102 | COM Share · SH | 14,822 | $4.22M | 0.95% | +311 | +2.14% | Increased |
| COST COSTCO WHOLESALE CORPORATION 22160K105 | COM Share · SH | 4,475 | $4.07M | 0.92% | +146 | +3.37% | Increased |
| CAT CATERPILLAR INC 149123101 | COM Share · SH | 4,752 | $3.85M | 0.87% | +146 | +3.17% | Increased |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 70,644 | $3.85M | 0.87% | +2,171 | +3.17% | Increased |
| GE GE AEROSPACE 369604301 | COM NEW Share · SH | 11,273 | $3.52M | 0.80% | +325 | +2.97% | Increased |
| ATRO ASTRONICS CORP 046433108 | COM Share · SH | 49,700 | $3.35M | 0.76% | +44,000 | +771.93% | Increased |
| AMAT APPLIED MATLS INC 038222105 | COM Share · SH | 6,021 | $3.08M | 0.70% | +360 | +6.36% | Increased |
| MOG-A MOOG INC 615394202 | CL A Share · SH | 6,754 | $2.58M | 0.58% | -95 | -1.39% | Reduced |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 7,238 | $2.47M | 0.56% | 0 | 0.00% | Unchanged |
| LRCX LAM RESEARCH CORP 512807306 | COM NEW Share · SH | 7,493 | $2.46M | 0.56% | +135 | +1.83% | Increased |
| NFLX NETFLIX INC. 64110L106 | COM Share · SH | 35,100 | $2.44M | 0.55% | +1,679 | +5.02% | Increased |
| PLTR PALANTIR TECHNOLOGIES INC 69608A108 | CL A Share · SH | 10,663 | $1.99M | 0.45% | +1,142 | +11.99% | Increased |
| MS MORGAN STANLEY 617446448 | COM NEW Share · SH | 9,632 | $1.81M | 0.41% | +796 | +9.01% | Increased |
| PM PHILIP MORRIS INTL INC 718172109 | COM Share · SH | 8,777 | $1.67M | 0.38% | +306 | +3.61% | Increased |
| WFC WELLS FARGO & CO 949746101 | COM Share · SH | 19,562 | $1.57M | 0.35% | -2,923 | -13.00% | Reduced |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 10,092 | $1.47M | 0.33% | +1,791 | +21.58% | Increased |
| GS GOLDMAN SACHS GROUP INC 38141G104 | COM Share · SH | 1,593 | $1.43M | 0.32% | +170 | +11.95% | Increased |
| SCHG SCHWAB STRATEGIC TR 808524300 | US LCAP GR ETF Share · SH | 30,297 | $1.09M | 0.25% | +10 | +0.03% | Increased |
| MCD MCDONALDS CORP 580135101 | COM Share · SH | 3,664 | $846.23K | 0.19% | -263 | -6.70% | Reduced |
| INTC INTEL CORP 458140100 | COM Share · SH | 5,314 | $638.9K | 0.14% | +1,364 | +34.53% | Increased |
| VBR VANGUARD INDEX FDS 922908611 | MRNGSTR SML CP V Share · SH | 2,454 | $566.95K | 0.13% | — | — | Newly reported |
| RTX RTX CORPORATION 75513E101 | COM Share · SH | 2,816 | $522.79K | 0.12% | +12 | +0.43% | Increased |
| IAU ISHARES GOLD TR 464285204 | ISHARES NEW Share · SH | 6,630 | $517.8K | 0.12% | 0 | 0.00% | Unchanged |
1–50 of 400 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-20. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.