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