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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 10 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MMT MFS MULTIMARKET INCOME TR Financial Services 5,000.0 $23K 0.01% +4K +400.0% $4.65 -4.1%
182 IRM IRON MTN INC DEL Real Estate 275.0 $23K 0.01% $82.95 +48.9%
183 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 250.0 $23K 0.01% $91.21 +0.8%
184 IEF ISHARES TR 232.0 $22K 0.01% +2.0 +0.9% $96.19 -2.5%
185 VOOG VANGUARD ADMIRAL FDS INC 50.0 $22K 0.01% $442.02 -81.5%
186 PFO FLAHERTY & CRUMRINE PFD INCO Financial Services 2,335.0 $22K 0.01% +35.0 +1.5% $9.45 -4.0%
187 WST WEST PHARMACEUTICAL SVSC INC Healthcare 80.0 $22K 0.01% $275.15 +10.5%
188 BSCS INVESCO EXCH TRD SLF IDX FD 1,061.0 $22K 0.01% $20.60 -1.3%
189 UPS UNITED PARCEL SERVICE INC Industrials 220.0 $22K 0.01% +20.0 +10.0% $99.19 -2.4%
190 IT GARTNER INC Technology 85.0 $21K 0.01% $252.28 -38.9%
191 EVV EATON VANCE LIMITED DURATION Financial Services 2,097.0 $21K 0.01% +15.0 +0.7% $9.91 -7.0%
192 IJH ISHARES TR 300.0 $20K 0.01% -90.0 -23.1% $66.00 +10.3%
193 HSY HERSHEY CO Consumer Defensive 108.0 $20K 0.01% -116.0 -51.8% $181.98 +5.9%
194 ANNALY CAPITAL MANAGEMENT IN 871.0 $19K 0.01% +19.0 +2.2% $22.36
195 IWO ISHARES TR 60.0 $19K 0.01% -28.0 -31.8% $323.02 +12.4%
196 NUE NUCOR CORP Basic Materials 118.0 $19K 0.01% $163.11 +35.9%
197 IBB ISHARES TR 114.0 $19K 0.01% $168.77 -0.5%
198 KMB KIMBERLY-CLARK CORP Consumer Defensive 184.0 $19K 0.01% +1.0 +0.6% $100.72 -4.2%
199 TLT ISHARES TR 209.0 $18K 0.01% +3.0 +1.5% $87.12 -3.7%
200 CB CHUBB LIMITED Financial Services 58.0 $18K 0.01% $312.12 +5.2%
Page 10 of 21  ·  415 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%