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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 LW LAMB WESTON HLDGS INC Consumer Defensive 166 $10K 0.00% SOLD
22 DD DUPONT DE NEMOURS INC Basic Materials 120 $9K 0.00% SOLD
23 FDS FACTSET RESH SYS INC Financial Services 28 $8K 0.00% SOLD
24 EOG EOG RES INC Energy 66 $7K 0.00% SOLD
25 VEEV VEEVA SYS INC Healthcare 24 $7K 0.00% SOLD
26 ARKW ARK ETF TR 51 $6K 0.00% SOLD
27 HELE HELEN OF TROY LTD Consumer Defensive 204 $5K 0.00% SOLD
28 EXR EXTRA SPACE STORAGE INC Real Estate 22 $3K 0.00% SOLD
29 CLX CLOROX CO DEL Consumer Defensive 21 $3K 0.00% SOLD
30 METV LISTED FDS TR 150 $2K 0.00% SOLD
31 DDOG DATADOG INC Technology 20 $2K 0.00% SOLD
32 PENN PENN ENTERTAINMENT INC Consumer Cyclical 100 $2K SOLD
33 TWLO TWILIO INC Communication Services 10 $1K SOLD
34 IGV ISHARES TR 10 $1K SOLD
35 NERD LISTED FDS TR 39 $942.0 SOLD
36 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4 $939.0 SOLD
37 VDE VANGUARD WORLD FD 7 $882.0 SOLD
38 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 100 $858.0 SOLD
39 SOXX ISHARES TR 3 $649.0 SOLD
40 PATH UIPATH INC Technology 50 $630.0 SOLD
Page 2 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%