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Portfolio (Quarterly) Guide ↗

West Branch Capital LLC

· CIK 0001738723
13F Portfolio $388M AUM 415 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 18 New 59 Added 89 Reduced 55 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LRCX LAM RESEARCH CORP Technology 272.0 $47K 0.01% +262.0 +2620.0% $171.18 +62.4%
42 SHY ISHARES TR 335.0 $28K 0.01% +4.0 +1.2% $82.84 -1.0%
43 UTWO RBB FD INC 563.0 $27K 0.01% +6.0 +1.1% $48.58 -1.1%
44 MMT MFS MULTIMARKET INCOME TR Financial Services 5,000.0 $23K 0.01% +4K +400.0% $4.65 -5.4%
45 IEF ISHARES TR 232.0 $22K 0.01% +2.0 +0.9% $96.19 -3.2%
46 PFO FLAHERTY & CRUMRINE PFD INCO Financial Services 2,335.0 $22K 0.01% +35.0 +1.5% $9.45 -4.6%
47 UPS UNITED PARCEL SERVICE INC Industrials 220.0 $22K 0.01% +20.0 +10.0% $99.19 -3.7%
48 EVV EATON VANCE LIMITED DURATION Financial Services 2,097.0 $21K 0.01% +15.0 +0.7% $9.91 -7.8%
49 ANNALY CAPITAL MANAGEMENT IN 871.0 $19K 0.01% +19.0 +2.2% $22.36
50 KMB KIMBERLY-CLARK CORP Consumer Defensive 184.0 $19K 0.01% +1.0 +0.6% $100.72 -4.2%
51 TLT ISHARES TR 209.0 $18K 0.01% +3.0 +1.5% $87.12 -4.7%
52 BHK BLACKROCK CORE BD TR Financial Services 1,716.0 $16K 0.00% +539.0 +45.8% $9.59 -9.1%
53 ZROZ PIMCO ETF TR 209.0 $13K 0.00% +2.0 +1.0% $64.36 -7.6%
54 INTC INTEL CORP Technology 347.0 $13K 0.00% +163.0 +88.6% $36.90 +193.1%
55 PFXF VANECK ETF TRUST 674.0 $12K 0.00% +18.0 +2.7% $17.65 +3.3%
56 BUNGE GLOBAL SA 106.0 $9K 0.00% +1.0 +0.9% $89.00
57 MMM 3M CO Industrials 34.0 $5K 0.00% +33.0 +3300.0% $160.12 -4.7%
58 EIM EATON VANCE MUN BD FD Financial Services 500.0 $5K 0.00% +200.0 +66.7% $9.73 -1.0%
59 PSEC PROSPECT CAP CORP Financial Services 558.0 $1K +19.0 +3.5% $2.59 -15.4%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.7%
Financial Services 16.4%
Communication Services 12.3%
Consumer Cyclical 10.5%
Healthcare 9.2%
Consumer Defensive 7.5%
Energy 2.1%
Industrials 1.9%
Utilities 0.2%
Basic Materials 0.1%