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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  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 ARKG ARK ETF TR 28 $617.0 SOLD
42 ALIT ALIGHT INC Technology 104 $594.0 SOLD
43 SFIX STITCH FIX INC Consumer Cyclical 100 $423.0 SOLD
44 HRB BLOCK H & R INC Consumer Cyclical 8 $405.0 SOLD
45 TDOC TELADOC HEALTH INC Healthcare 49 $359.0 SOLD
46 ROKU ROKU INC Communication Services 5 $355.0 SOLD
47 PAYSAFE LIMITED 23 $293.0 SOLD
48 FSLY FASTLY INC Technology 26 $202.0 SOLD
49 UFOX ETF SER SOLUTIONS 4 $197.0 SOLD
50 HUYA HUYA INC Communication Services 50 $183.0 SOLD
51 API AGORA INC Technology 50 $179.0 SOLD
52 BOC BOSTON OMAHA CORP Communication Services 10 $144.0 SOLD
53 FIDELITY COVINGTON TRUST 1 $75.0 SOLD
54 PUBM PUBMATIC INC Technology 5 $57.0 SOLD
55 SST SYSTEM1 INC Industrials 115 $51.0 SOLD
Page 3 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%