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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 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OEF ISHARES TR 347.0 $119K 0.03% -266.0 -43.4% $343.20 +6.8%
42 ADBE ADOBE INC Technology 337.0 $118K 0.03% -495.0 -59.5% $349.99 -27.1%
43 AJG GALLAGHER ARTHUR J & CO Financial Services 429.0 $111K 0.03% -74.0 -14.7% $258.79 -21.4%
44 T AT&T INC Communication Services 4,235.0 $105K 0.03% -6K -58.3% $24.84 -1.6%
45 DGRO ISHARES TR 1,369.0 $95K 0.02% -1K -49.7% $69.43 +5.9%
46 GLW CORNING INC Technology 1,070.0 $94K 0.02% -997.0 -48.2% $87.58 +103.9%
47 ED CONSOLIDATED EDISON INC Utilities 750.0 $74K 0.02% -100.0 -11.8% $99.32 +7.2%
48 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 257.0 $71K 0.02% -35.0 -12.0% $275.39 +169.0%
49 BP BP PLC Energy 1,601.0 $56K 0.01% -225.0 -12.3% $34.73 +32.9%
50 SYY SYSCO CORP Consumer Defensive 743.0 $55K 0.01% -467.0 -38.6% $73.71 -0.3%
51 MO ALTRIA GROUP INC Consumer Defensive 906.0 $52K 0.01% -356.0 -28.2% $57.66 +27.9%
52 AMP AMERIPRISE FINL INC Financial Services 105.0 $51K 0.01% -100.0 -48.8% $490.34 -5.4%
53 CVS CVS HEALTH CORP Healthcare 590.0 $47K 0.01% -50.0 -7.8% $79.36 +21.0%
54 IJR ISHARES TR 375.0 $45K 0.01% -165.0 -30.6% $120.18 +10.8%
55 SPGI S&P GLOBAL INC Financial Services 75.0 $39K 0.01% -15.0 -16.7% $522.60 -20.1%
56 AFL AFLAC INC Financial Services 353.0 $39K 0.01% -269.0 -43.2% $110.27 +7.4%
57 TXN TEXAS INSTRS INC Technology 224.0 $39K 0.01% -4.0 -1.8% $173.49 +73.3%
58 PAYX PAYCHEX INC Industrials 280.0 $31K 0.01% -261.0 -48.2% $112.18 -15.8%
59 VLO VALERO ENERGY CORP Energy 182.0 $30K 0.01% -58.0 -24.2% $162.79 +58.8%
60 ADI ANALOG DEVICES INC Technology 99.0 $27K 0.01% -106.0 -51.7% $271.20 +52.8%
Page 3 of 5  ·  89 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 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%