Portfolio (Quarterly)
Guide ↗
West Branch Capital LLC
· CIK 0001738723| # | 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 |
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%