BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 14 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IYW ISHARES TR 60.0 $12K 0.00% NEW $195.87 +22.2%
262 BHK BLACKROCK CORE BD TR Financial Services 1,177.0 $12K 0.00% NEW $9.94 -11.0%
263 PFXF VANECK ETF TRUST 656.0 $12K 0.00% NEW $17.78 +3.6%
264 FIVE FIVE BELOW INC Consumer Cyclical 75.0 $12K 0.00% NEW $154.71 +38.6%
265 FTEC FIDELITY COVINGTON TRUST 63.0 $12K 0.00% NEW $184.11 +47.6%
266 XLG INVESCO EXCHANGE TRADED FD T 190.0 $11K 0.00% NEW $57.52 +10.5%
267 SAM BOSTON BEER INC Consumer Defensive 50.0 $11K 0.00% NEW $211.42 -15.4%
268 TJX TJX COS INC NEW Consumer Cyclical 73.0 $11K 0.00% NEW $144.55 +4.2%
269 DKNG DRAFTKINGS INC NEW Consumer Cyclical 280.0 $10K 0.00% NEW $37.40 -31.7%
270 TAN INVESCO EXCH TRADED FD TR II 239.0 $10K 0.00% NEW $43.63 +44.2%
271 COF CAPITAL ONE FINL CORP Financial Services 49.0 $10K 0.00% NEW $212.59 -14.4%
272 FAST FASTENAL CO Industrials 212.0 $10K 0.00% NEW $49.04 -11.2%
273 FFIV F5 INC Technology 32.0 $10K 0.00% NEW $323.22 +18.7%
274 GOVT ISHARES TR 447.0 $10K 0.00% NEW $23.12 -2.2%
275 TTC TORO CO Industrials 135.0 $10K 0.00% NEW $76.20 +17.1%
276 KMI KINDER MORGAN INC DEL Energy 363.0 $10K 0.00% NEW $28.31 +21.2%
277 NKE NIKE INC Consumer Cyclical 145.0 $10K 0.00% NEW $69.73 -39.2%
278 AWK AMERICAN WTR WKS CO INC NEW Utilities 72.0 $10K 0.00% NEW $139.19 -12.1%
279 BURL BURLINGTON STORES INC Consumer Cyclical 39.0 $10K 0.00% NEW $254.51 +21.9%
280 SRE SEMPRA Utilities 110.0 $10K 0.00% NEW $89.98 +1.5%
Page 14 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%