West Branch Capital LLC

Q1 2026 13F-HR Holdings

Location
Amherst, MA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
378
Total value ($000)
$373,480
Net value change ($000)
-14,591 (-3.8%)
New positions
21
Sold out positions
59
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MOG-A 2,802 18.8%
XOM 2,639 57.7%
CVX 2,347 95.2%
CAT 2,148 210.0%
AMAT 1,776 88800.0%
MU 1,301 171.6%
GE 1,277 71.8%
LRCX 1,273 2708.5%
JNJ 1,231 17.8%
WMT 1,009 11.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,762 -25.0%
NVDA -3,801 -9.6%
AAPL -2,597 -6.3%
GOOGL -2,583 -9.0%
ORCL -1,894 -23.2%
CRM -1,767 -96.8%
AMZN -1,694 -7.9%
BKNG -1,415 -77.3%
LLY -1,285 -14.1%
AVGO -1,096 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type