West Branch Capital LLC

Q2 2026 13F-HR Holdings

Location
Amherst, MA
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
355
Total value ($000)
$430,263
Net value change ($000)
+56,783 (15.2%)
New positions
19
Sold out positions
41
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,950 44.8%
MU 7,865 382.0%
GOOGL 5,780 22.1%
NVDA 5,049 14.0%
AAPL 4,531 11.8%
AMD 3,464 203.3%
SPY 3,022 15.4%
AMZN 2,937 14.9%
LLY 2,598 33.1%
AMAT 2,315 130.2%
Top Reduces (Value $000, Stocks/ETFs)
MCD -1,817 -63.1%
XOM -1,439 -20.0%
TMUS -1,438 -94.5%
ABT -1,371 -85.4%
IBM -1,171 -69.0%
RTX -940 -63.9%
CVX -930 -19.3%
WMT -787 -8.3%
NFLX -727 -23.4%
AXP -553 -73.1%
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