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Portfolio (Quarterly) Guide ↗

West Branch Capital LLC

· CIK 0001738723
13F Portfolio $381M AUM Filed Oct 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 452 New
Page 6 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVW ISHARES TR 1,085.0 $131K 0.03% NEW $120.72 +12.0%
102 DIS DISNEY WALT CO Communication Services 1,126.0 $129K 0.03% NEW $114.54 -11.1%
103 XLK SELECT SECTOR SPDR TR 443.0 $125K 0.03% NEW $281.86 -38.0%
104 VGT VANGUARD WORLD FD 167.0 $125K 0.03% NEW $746.63 -85.0%
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,763.0 $125K 0.03% NEW $45.09 +30.1%
106 GD GENERAL DYNAMICS CORP Industrials 352.0 $120K 0.03% NEW $341.00 -0.9%
107 EIPI FIRST TR EXCHNG TRADED FD VI 5,911.0 $117K 0.03% NEW $19.82 +15.5%
108 FLDR FIDELITY MERRIMACK STR TR 2,332.0 $117K 0.03% NEW $50.20 -0.2%
109 EMR EMERSON ELEC CO Industrials 880.0 $115K 0.03% NEW $131.18 -0.7%
110 PFE PFIZER INC Healthcare 4,359.0 $111K 0.03% NEW $25.48 +1.5%
111 FNCL FIDELITY COVINGTON TRUST 1,425.0 $109K 0.03% NEW $76.34 -4.7%
112 APD AIR PRODS & CHEMS INC Basic Materials 382.0 $104K 0.03% NEW $272.72 +6.7%
113 SHEL SHELL PLC Energy 1,439.0 $103K 0.03% NEW $71.53 +23.8%
114 AMP AMERIPRISE FINL INC Financial Services 205.0 $101K 0.03% NEW $491.25 -6.6%
115 SYY SYSCO CORP Consumer Defensive 1,210.0 $100K 0.03% NEW $82.37 -9.7%
116 CI THE CIGNA GROUP Healthcare 339.0 $98K 0.03% NEW $288.25 +0.8%
117 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 300.0 $97K 0.03% NEW $323.58 -26.9%
118 GEV GE VERNOVA INC Utilities 148.0 $91K 0.02% NEW $614.91 +66.1%
119 VEA VANGUARD TAX-MANAGED FDS 1,517.0 $91K 0.02% NEW $59.92 +15.4%
120 XLY SELECT SECTOR SPDR TR 374.0 $90K 0.02% NEW $239.64 -52.0%
Page 6 of 23  ·  452 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 16.0%
Communication Services 11.0%
Consumer Cyclical 10.7%
Healthcare 9.0%
Consumer Defensive 7.9%
Energy 2.0%
Industrials 1.9%
Basic Materials 0.6%
Utilities 0.2%