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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 13 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IYW ISHARES TR 60.0 $12K 0.00% $199.68 +19.9%
242 BKR BAKER HUGHES COMPANY Energy 262.0 $12K 0.00% $45.54 +46.7%
243 FORTINET INC 150.0 $12K 0.00% $79.41
244 PFXF VANECK ETF TRUST 674.0 $12K 0.00% +18.0 +2.7% $17.65 +4.3%
245 COF CAPITAL ONE FINL CORP Financial Services 49.0 $12K 0.00% $242.37 -24.9%
246 BSMR INVESCO EXCH TRD SLF IDX FD 500.0 $12K 0.00% $23.67 -0.6%
247 EXPO EXPONENT INC Industrials 170.0 $12K 0.00% $69.46 -18.0%
248 PSX PHILLIPS 66 Energy 92.0 $12K 0.00% -183.0 -66.5% $128.35 +42.1%
249 TAN INVESCO EXCH TRADED FD TR II 239.0 $12K 0.00% $49.12 +28.1%
250 SGDM SPROTT ETF TRUST 168.0 $12K 0.00% -98.0 -36.8% $69.51 +2.3%
251 NFG NATIONAL FUEL GAS CO Energy 142.0 $11K 0.00% $80.06 +5.7%
252 XLG INVESCO EXCHANGE TRADED FD T 190.0 $11K 0.00% $59.28 +7.2%
253 TJX TJX COS INC NEW Consumer Cyclical 73.0 $11K 0.00% $153.62 -1.9%
254 BR BROADRIDGE FINL SOLUTIONS IN Technology 50.0 $11K 0.00% $223.18 -33.1%
255 IJK ISHARES TR 114.0 $11K 0.00% -300.0 -72.5% $97.03 +14.0%
256 COP CONOCOPHILLIPS Energy 117.0 $11K 0.00% -108.0 -48.0% $93.62 +33.0%
257 ENTG ENTEGRIS INC Technology 130.0 $11K 0.00% $84.25 +47.4%
258 UBER UBER TECHNOLOGIES INC Technology 133.0 $11K 0.00% $81.71 -9.3%
259 TTC TORO CO Industrials 135.0 $11K 0.00% $78.73 +13.3%
260 GOVT ISHARES TR 447.0 $10K 0.00% $23.03 -1.8%
Page 13 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%