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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 18 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BLMN BLOOMIN BRANDS INC Consumer Cyclical 564.0 $4K 0.00% NEW $7.17 +8.2%
342 FV FIRST TR EXCHANGE TRADED FD 64.0 $4K 0.00% NEW $61.92 +13.8%
343 DFAE DIMENSIONAL ETF TRUST 125.0 $4K 0.00% NEW $31.54 +22.4%
344 URI UNITED RENTALS INC Industrials 4.0 $4K 0.00% NEW $954.75 -2.1%
345 VNO VORNADO RLTY TR Real Estate 94.0 $4K 0.00% NEW $40.53 -23.3%
346 POWW OUTDOOR HOLDING CO Industrials 2,457.0 $4K 0.00% NEW $1.48 +34.8%
347 KVUE KENVUE INC Consumer Defensive 215.0 $3K 0.00% NEW $16.23 +7.0%
348 EXR EXTRA SPACE STORAGE INC Real Estate 22.0 $3K 0.00% NEW $140.95 +0.9%
349 EIM EATON VANCE MUN BD FD Financial Services 300.0 $3K 0.00% NEW $9.94 -2.3%
350 TTD THE TRADE DESK INC Technology 60.0 $3K 0.00% NEW $49.02 -57.7%
351 VTRS VIATRIS INC Healthcare 293.0 $3K 0.00% NEW $9.90 +66.0%
352 CCL CARNIVAL CORP Consumer Cyclical 100.0 $3K 0.00% NEW $28.91 -10.1%
353 MSI MOTOROLA SOLUTIONS INC Technology 6.0 $3K 0.00% NEW $467.17 -15.3%
354 VV VANGUARD INDEX FDS 9.0 $3K 0.00% NEW $307.89 +10.4%
355 ULCC FRONTIER GROUP HLDGS INC Industrials 621.0 $3K 0.00% NEW $4.42 +5.4%
356 CLX CLOROX CO DEL Consumer Defensive 21.0 $3K 0.00% NEW $120.81 -21.9%
357 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 329.0 $2K 0.00% NEW $7.48 -25.3%
358 METV LISTED FDS TR 150.0 $2K 0.00% NEW $15.65 +19.3%
359 DDOG DATADOG INC Technology 20.0 $2K 0.00% NEW $116.50 +81.7%
360 WU WESTERN UN CO Financial Services 276.0 $2K 0.00% NEW $7.99 +6.2%
Page 18 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%