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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 4 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 2,000.0 $434K 0.11% -2K -50.0% $217.12 -1.0%
62 ACWX ISHARES TR 6,415.0 $431K 0.11% -170.0 -2.6% $67.13 +9.5%
63 ISRG INTUITIVE SURGICAL INC Healthcare 728.0 $412K 0.11% -8.0 -1.1% $566.36 -22.3%
64 PEP PEPSICO INC Consumer Defensive 2,801.0 $402K 0.10% -9K -75.5% $143.52 +3.9%
65 IUSG ISHARES TR 2,225.0 $374K 0.10% -249.0 -10.1% $167.93 +9.3%
66 VIG VANGUARD SPECIALIZED FUNDS 1,664.0 $366K 0.09% $219.71 +4.4%
67 AMGN AMGEN INC Healthcare 1,078.0 $353K 0.09% -131.0 -10.8% $327.31 +1.1%
68 VOO VANGUARD INDEX FDS 528.0 $331K 0.09% -14.0 -2.6% $627.17 +7.6%
69 ATRO ASTRONICS CORP Industrials 5,700.0 $309K 0.08% $54.24 +46.3%
70 IVE ISHARES TR 1,355.0 $287K 0.07% $212.07 +5.8%
71 CSX CSX CORP Industrials 7,505.0 $272K 0.07% $36.25 +27.4%
72 VYM VANGUARD WHITEHALL FDS 1,873.0 $269K 0.07% -1K -36.0% $143.50 +8.6%
73 GILD GILEAD SCIENCES INC Healthcare 2,180.0 $268K 0.07% $122.73 +5.7%
74 ITOT ISHARES TR 1,792.0 $266K 0.07% -2K -46.7% $148.69 +7.5%
75 HYG ISHARES TR 3,225.0 $260K 0.07% -937.0 -22.5% $80.63 -1.6%
76 GM GENERAL MTRS CO Consumer Cyclical 3,165.0 $257K 0.07% -68.0 -2.1% $81.31 -10.1%
77 IWF ISHARES TR 538.0 $255K 0.07% $473.30 -74.0%
78 AGG ISHARES TR 2,430.0 $243K 0.06% -948.0 -28.1% $99.88 -2.3%
79 QCOM QUALCOMM INC Technology 1,400.0 $239K 0.06% $171.05 +19.1%
80 SPGP INVESCO EXCHANGE TRADED FD T 2,055.0 $234K 0.06% $113.86 +1.1%
Page 4 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%