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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 9 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IXN ISHARES TR 353.0 $36K 0.01% NEW $103.21 +28.2%
162 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 283.0 $36K 0.01% NEW $128.40 -36.0%
163 CARR CARRIER GLOBAL CORPORATION Industrials 590.0 $35K 0.01% NEW $59.70 +6.4%
164 AMER SPORTS INC 1,007.0 $35K 0.01% NEW $34.74
165 ES EVERSOURCE ENERGY Utilities 478.0 $34K 0.01% NEW $71.14 -3.0%
166 VOE VANGUARD INDEX FDS 194.0 $34K 0.01% NEW $174.58 +10.2%
167 UTG REAVES UTIL INCOME FD Financial Services 840.0 $33K 0.01% NEW $39.61 +4.6%
168 EMB ISHARES TR 335.0 $32K 0.01% NEW $95.19 -0.3%
169 SWKS SKYWORKS SOLUTIONS INC Technology 406.0 $31K 0.01% NEW $76.90 -5.7%
170 LOW LOWES COS INC Consumer Cyclical 124.0 $31K 0.01% NEW $251.31 -12.5%
171 PH PARKER-HANNIFIN CORP Industrials 40.0 $30K 0.01% NEW $758.15 +13.0%
172 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 50.0 $30K 0.01% NEW $596.04 +11.1%
173 IEMG ISHARES INC 448.0 $30K 0.01% NEW $65.92 +20.9%
174 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 420.0 $29K 0.01% NEW $68.81 +23.2%
175 NDAQ NASDAQ INC Financial Services 323.0 $29K 0.01% NEW $88.45 +2.2%
176 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 285.0 $28K 0.01% NEW $99.95 -22.9%
177 IWO ISHARES TR 88.0 $28K 0.01% NEW $319.73 +13.1%
178 IRM IRON MTN INC DEL Real Estate 275.0 $28K 0.01% NEW $101.94 +23.1%
179 AMT AMERICAN TOWER CORP NEW Real Estate 145.0 $28K 0.01% NEW $192.32 -5.4%
180 SHY ISHARES TR 331.0 $27K 0.01% NEW $83.04 -1.1%
Page 9 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%