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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DIS DISNEY WALT CO Communication Services 1,126 $129K 0.03% SOLD
2 KELLANOVA 750 $62K 0.02% SOLD
3 STT STATE STR CORP Financial Services 454 $53K 0.01% SOLD
4 FCX FREEPORT-MCMORAN INC Basic Materials 1,000 $39K 0.01% SOLD
5 NDAQ NASDAQ INC Financial Services 323 $29K 0.01% SOLD
6 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 285 $28K 0.01% SOLD
7 SCHW SCHWAB CHARLES CORP Financial Services 287 $27K 0.01% SOLD
8 RJF RAYMOND JAMES FINL INC Financial Services 151 $26K 0.01% SOLD
9 FERG FERGUSON ENTERPRISES INC Industrials 109 $24K 0.01% SOLD
10 AVY AVERY DENNISON CORP Industrials 105 $17K 0.00% SOLD
11 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 48 $16K 0.00% SOLD
12 MET METLIFE INC Financial Services 177 $15K 0.00% SOLD
13 PYPL PAYPAL HLDGS INC Financial Services 215 $14K 0.00% SOLD
14 LAD LITHIA MTRS INC Consumer Cyclical 45 $14K 0.00% SOLD
15 UL UNILEVER PLC Consumer Defensive 231 $14K 0.00% SOLD
16 CUBE CUBESMART Real Estate 333 $14K 0.00% SOLD
17 TYL TYLER TECHNOLOGIES INC Technology 24 $13K 0.00% SOLD
18 FTEC FIDELITY COVINGTON TRUST 63 $12K 0.00% SOLD
19 FAST FASTENAL CO Industrials 212 $10K 0.00% SOLD
20 BURL BURLINGTON STORES INC Consumer Cyclical 39 $10K 0.00% SOLD
Page 1 of 3  ·  55 positions
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%