Institutional Investor · CIK 0001738723
WEST BRANCH CAPITAL LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
408
Total Value
$643.45M
Total Shares
2.76M
Latest Filing
Jul 10, 2026
CIK
0001738723
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 148,498 | $42.97M | 0.0010% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 148,498 | $42.97M | 0.0010% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 205,101 | $41.04M | 0.0008% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 205,101 | $41.04M | 0.0008% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 89,356 | $31.93M | 0.0007% | SH | — | View |
Moog Inc.(MOG-B) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 60,114 | $25.68M | 0.1897% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 95,216 | $22.69M | 0.0009% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 95,216 | $22.69M | 0.0009% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 30,320 | $22.64M | 0.0029% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 55,029 | $20.53M | 0.0007% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 31,925 | $12.06M | 0.0007% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 33,949 | $11.11M | 0.0013% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 33,949 | $11.11M | 0.0013% | SH | — | View |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 8,703 | $10.44M | 0.0010% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 68,939 | $10.11M | 0.0030% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 8,597 | $9.92M | 0.0008% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 76,825 | $8.70M | 0.0010% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 76,825 | $8.70M | 0.0010% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 33,416 | $8.49M | 0.0014% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 33,416 | $8.49M | 0.0014% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 30,433 | $7.66M | 0.0017% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 30,433 | $7.66M | 0.0017% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 22,041 | $7.56M | 0.0012% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 22,041 | $7.56M | 0.0012% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 12,646 | $7.12M | 0.0005% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 12,646 | $7.12M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 9,179 | $6.87M | 0.0008% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 12,991 | $6.50M | 0.0006% | SH | — | View |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 54,275 | $6.38M | 0.0014% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 54,275 | $6.38M | 0.0014% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 43,013 | $6.30M | 0.0015% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 43,013 | $6.30M | 0.0015% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 42,207 | $5.77M | 0.0010% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 12,299 | $5.17M | 0.0003% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 12,299 | $5.17M | 0.0003% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 8,897 | $5.17M | 0.0005% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 14,511 | $5.12M | 0.0015% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-10 | 14,511 | $5.12M | 0.0015% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 4,606 | $4.90M | 0.0010% | SH | — | View |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 11,589 | $4.82M | 0.0013% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 11,589 | $4.82M | 0.0013% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 8,619 | $4.43M | 0.0010% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,661 | $4.09M | 0.0007% | SH | — | View |
Applied Materials, Inc.(4336.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 5,661 | $4.09M | 0.0007% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 10,948 | $4.09M | 0.0011% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 4,329 | $4.05M | 0.0010% | SH | — | View | |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 48,958 | $3.98M | 0.0011% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 68,473 | $3.90M | 0.0010% | SH | — | View | |
Bank of America Corporation(NCB.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 68,473 | $3.90M | 0.0010% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 23,424 | $3.88M | 0.0012% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 23,424 | $3.88M | 0.0012% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 7,358 | $3.19M | 0.0006% | SH | — | View |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 7,358 | $3.19M | 0.0006% | SH | — | View |
Moog Inc.(MOG-A) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 6,849 | $2.90M | 0.0216% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 7,238 | $2.56M | 0.0001% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 33,421 | $2.39M | 0.0008% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 33,421 | $2.39M | 0.0008% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 22,485 | $1.86M | 0.0007% | SH | — | View | |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 22,485 | $1.86M | 0.0007% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 8,836 | $1.85M | 0.0006% | SH | — | View |
Morgan Stanley(MS) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 8,836 | $1.85M | 0.0006% | SH | — | View |
| Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 8,471 | $1.53M | 0.0005% | SH | — | View | |
Philip Morris International Inc.(4I1.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 8,471 | $1.53M | 0.0005% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 1,423 | $1.44M | 0.0005% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 9,521 | $1.11M | 0.0004% | SH | — | View | |
Merck & Co., Inc.(6MK.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 8,301 | $1.07M | 0.0003% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 3,927 | $1.06M | 0.0006% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 3,927 | $1.06M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 30,287 | $1.02M | 0.0018% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,907 | $706.37K | 0.0010% | SH | — | View | |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,988 | $599.80K | 0.0002% | SH | — | View |
KLA Corporation(KLAC) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,988 | $599.80K | 0.0002% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,950 | $551.54K | 0.0001% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,950 | $551.54K | 0.0001% | SH | — | View |
M&T Bank Corporation(MTB) | Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 2,263 | $538.62K | 0.0016% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 2,804 | $531.95K | 0.0002% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 1,871 | $526.08K | 0.0002% | SH | — | View | |
iShares MSCI ACWI ex…(ACWX) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 6,815 | $518.69K | 0.0044% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,768 | $501.42K | 0.0258% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,630 | $500.63K | 0.0008% | SH | — | View |
Astronics Corporation(ATRO) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 5,700 | $463.18K | 0.0148% | SH | — | View |
Booking Holdings Inc.(PCE1.DE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-10 | 2,475 | $441.18K | 0.0003% | SH | — | View |
Booking Holdings Inc.(BKNG.SW) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-10 | 2,475 | $441.18K | 0.0000% | SH | — | View |
BlackRock, Inc.(UU2.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 452 | $435.07K | 0.0003% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 1,167 | $422.60K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,177 | $398.67K | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,178 | $389.11K | 0.0058% | SH | — | View | |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,047 | $384.97K | 0.0012% | SH | — | View |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 744 | $379.04K | 0.0003% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 744 | $379.04K | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,516 | $358.60K | 0.0003% | SH | — | View | |
CSX Corporation(CSX) | Industrials | Railroads | 2026-06-30 | 2026-07-10 | 7,252 | $344.69K | 0.0004% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 488 | $335.50K | 0.0000% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-10 | 267 | $313.69K | 0.0001% | SH | — | View |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 2,301 | $311.56K | 0.0002% | SH | — | View |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 2,301 | $311.56K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,355 | $307.67K | 0.0006% | SH | — | View | |
Gilead Sciences, Inc.(GIS.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,186 | $276.21K | 0.0002% | SH | — | View |
Gilead Sciences, Inc.(GILD.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 2,186 | $276.21K | 0.0002% | SH | — | View |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,450 | $267.95K | 0.0001% | SH | — | View |
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