West Branch Capital LLC: 13F holdings

CIK 17387232026Q2

Positions355
Reported value$430.3m
Filed2026-07-10

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC148,498$43.0m10.0%
NVDA NVIDIA CORPORATION205,101$41.0m9.5%
GOOGL ALPHABET INC89,356$31.9m7.4%
MOG-A MOOG INC60,114$25.7m6.0%
AMZN AMAZON COM INC95,216$22.7m5.3%
SPY STATE STR SPDR S&P 500 ETF T30,320$22.6m5.3%
MSFT MICROSOFT CORP55,029$20.5m4.8%
AVGO BROADCOM INC31,925$12.1m2.8%
JPM JPMORGAN CHASE & CO33,949$11.1m2.6%
LLY ELI LILLY & CO8,703$10.4m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1738723")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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