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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 5 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLD SPDR GOLD TR Financial Services 562.0 $223K 0.06% -50.0 -8.2% $396.31 +5.6%
82 UNM UNUM GROUP Financial Services 2,709.0 $210K 0.05% $77.50 +6.8%
83 DUK DUKE ENERGY CORP NEW Utilities 1,624.0 $190K 0.05% -100.0 -5.8% $117.21 +4.8%
84 IWD ISHARES TR 900.0 $189K 0.05% $210.34 +10.2%
85 ETN EATON CORP PLC Industrials 586.0 $187K 0.05% -160.0 -21.4% $318.51 +19.9%
86 C CITIGROUP INC Financial Services 1,492.0 $174K 0.04% +1K +203.2% $116.69 +2.8%
87 KLAC KLA CORP Technology 141.0 $171K 0.04% $1215.09 +44.6%
88 VTI VANGUARD INDEX FDS 499.0 $167K 0.04% -567.0 -53.2% $335.52 +7.3%
89 QQQ INVESCO QQQ TR Financial Services 257.0 $158K 0.04% $614.31 +14.2%
90 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,848.0 $154K 0.04% +85.0 +3.1% $53.94 +8.1%
91 NSC NORFOLK SOUTHN CORP Industrials 525.0 $152K 0.04% -46.0 -8.1% $288.75 +10.9%
92 UNP UNION PAC CORP Industrials 617.0 $143K 0.04% -400.0 -39.3% $231.43 +18.9%
93 LIN LINDE PLC Basic Materials 329.0 $140K 0.04% -3K -91.2% $426.39 +19.8%
94 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,131.0 $136K 0.04% -2K -42.9% $63.72 +45.6%
95 IVW ISHARES TR 1,086.0 $134K 0.03% $123.28 +9.1%
96 PLD PROLOGIS INC. Real Estate 991.0 $127K 0.03% -207.0 -17.3% $127.66 +11.5%
97 VGT VANGUARD WORLD FD 167.0 $126K 0.03% $753.78 -85.2%
98 XBI SPDR SERIES TRUST 1,000.0 $122K 0.03% NEW $121.93 +4.0%
99 OEF ISHARES TR 347.0 $119K 0.03% -266.0 -43.4% $343.20 +6.8%
100 GD GENERAL DYNAMICS CORP Industrials 352.0 $119K 0.03% $336.66 +1.9%
Page 5 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%