Institutional Fund
West Branch Capital LLC
Amherst, MACIK 17387235 filings on record
Portfolio Value
$373.48M
Q1 2026
Holdings
378
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-3.8%
from $388.07M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.3%
- Nvidia Corporation9.6%
- Alphabet Inc7.0%
- Microsoft Corp5.4%
- Amazon Com Inc5.3%
- Spdr S&P 500 ETF Tr5.3%
- Other57.1%
Portfolio Holdings
378 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 151.5K | $38.44M | 10.3% | +514 | Added |
| 2 | Nvidia Corporation | 206.4K | $35.99M | 9.6% | −7.0K | Reduced |
| 3 | Alphabet Inc | 90.9K | $26.15M | 7.0% | −860 | Reduced |
| 4 | Microsoft Corp | 54.9K | $20.32M | 5.4% | −1.1K | Reduced |
| 5 | Amazon Com Inc | 94.9K | $19.76M | 5.3% | +1.9K | Added |
| 6 | Spdr S&P 500 ETF Tr | 30.2K | $19.62M | 5.3% | +91 | Added |
| 7 | Moog Inc | 60.1K | $17.73M | 4.7% | 0 | Held |
| 8 | Jpmorgan Chase & Co. | 34.0K | $10.01M | 2.7% | 0 | Held |
| 9 | Broadcom Inc | 32.1K | $9.94M | 2.7% | +226 | Added |
| 10 | Procter And Gamble Co | 68.8K | $9.93M | 2.7% | +4.0K | Added |
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