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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 15 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 97.0 $8K 0.00% -14.0 -12.6% $82.02 -24.9%
282 NUVEEN REAL ESTATE INCOME FD 1,022.0 $8K 0.00% NEW $7.66
283 STAG STAG INDL INC Real Estate 206.0 $8K 0.00% $36.76 +2.6%
284 MAIN MAIN STR CAP CORP Financial Services 125.0 $8K 0.00% $60.39 -16.3%
285 BTG B2GOLD CORP Basic Materials 1,661.0 $7K 0.00% $4.51 +3.5%
286 IGE ISHARES TR 146.0 $7K 0.00% $50.21 +23.1%
287 SCI SERVICE CORP INTL Consumer Cyclical 93.0 $7K 0.00% $77.98 -0.2%
288 PRU PRUDENTIAL FINL INC Financial Services 64.0 $7K 0.00% $112.89 -10.4%
289 IYC ISHARES TR 68.0 $7K 0.00% $103.13 -1.4%
290 KR KROGER CO Consumer Defensive 111.0 $7K 0.00% $62.49 +13.0%
291 IWM ISHARES TR 28.0 $7K 0.00% -81.0 -74.3% $246.18 +13.7%
292 POOL POOL CORP Industrials 30.0 $7K 0.00% $228.77 -22.0%
293 RMM RIVERNORTH MANAGED DUR MUN I Financial Services 500.0 $7K 0.00% $13.61 +4.8%
294 VB VANGUARD INDEX FDS 26.0 $7K 0.00% $257.96 +10.4%
295 FNDE SCHWAB STRATEGIC TR 185.0 $7K 0.00% $36.06 +12.0%
296 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 511.0 $6K 0.00% $12.31 +12.4%
297 PCVX VAXCYTE INC Healthcare 135.0 $6K 0.00% $46.14 +5.7%
298 AMERICA MOVIL SAB DE CV 300.0 $6K 0.00% $20.67
299 MKTX MARKETAXESS HLDGS INC Financial Services 34.0 $6K 0.00% $181.26 -22.2%
300 AEP AMERICAN ELEC PWR CO INC Utilities 50.0 $6K 0.00% $115.32 +11.7%
Page 15 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%