West Branch Capital LLC holds a focused book of 355 reported positions worth $430.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Invesco S&P 500 Equal Weight and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+17.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +40.0%, a 4.3-point gap that is the cost of the ~10-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning West Branch Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as West Branch Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Prospect Hill Management, LLC | 11 / 80 | $249.6M |
| Swiss Re Ltd | 56 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Uhlmann Price Securities, LLC | 48 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Hoey Investments, Inc | 62 / 80 | $702.9M |
| Conway Capital Management, Inc. | 19 / 80 | $202.1M |
Ranked by the share of each fund's own book sitting in the names it shares with West Branch Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $43.0M | 148.5K | 10.0% | ▼−1.9% Reduced · −3K sh | |
| 2 | Nvidia Corporation COM | $41.0M | 205.1K | 9.5% | ▼−0.6% Reduced · −1K sh | |
| 3 | Alphabet Inc CAP STK CL A | $31.9M | 89.4K | 7.4% | ▼−1.8% Reduced · −2K sh | |
| 4 | Moog Inc CL B | $25.7M | 60.1K | 6.0% | —Held | |
| 5 | Amazon Com Inc COM | $22.7M | 95.2K | 5.3% | ▲+0.4% Added · +356 sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $22.6M | 30.3K | 5.3% | ▲+0.5% Added · +151 sh | |
| 7 | Microsoft Corp COM | $20.5M | 55.0K | 4.8% | ▲+0.2% Added · +128 sh | |
| 8 | Broadcom Inc COM | $12.1M | 31.9K | 2.8% | ▼−0.5% Reduced · −176 sh | |
| 9 | JPMorgan Chase & Co COM | $11.1M | 33.9K | 2.6% | ▼−0.3% Reduced · −88 sh | |
| 10 | Eli Lilly & Co COM | $10.4M | 8.7K | 2.4% | ▲+2.1% Added · +178 sh | |
| 11 | Procter & Gamble Co COM | $10.1M | 68.9K | 2.3% | ▲+0.2% Added · +168 sh | |
| 12 | Micron Technology Inc COM | $9.9M | 8.6K | 2.3% | ▲+41% Added · +3K sh | |
| 13 | Walmart Inc COM | $8.7M | 76.8K | 2.0% | ▲+0.6% Added · +478 sh | |
| 14 | Johnson & Johnson COM | $8.5M | 33.4K | 2.0% | ▲+0.1% Added · +34 sh | |
| 15 | Abbvie Inc COM | $7.7M | 30.4K | 1.8% | ▲+0.6% Added · +173 sh | |
| 16 | Visa Inc COM CL A | $7.6M | 22.0K | 1.8% | ▲+0.3% Added · +79 sh | |
| 17 | Meta Platforms Inc CL A | $7.1M | 12.6K | 1.7% | ▲+4.5% Added · +550 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $6.9M | 9.2K | 1.6% | ▲+0.6% Added · +59 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $6.5M | 13.0K | 1.5% | ▲+3.9% Added · +486 sh | |
| 20 | Cisco Sys Inc COM | $6.4M | 54.3K | 1.5% | ▲+0.3% Added · +193 sh | |
| 21 | Oracle Corp COM | $6.3M | 43.0K | 1.5% | ▲+0.8% Added · +360 sh | |
| 22 | Exxon Mobil Corp COM | $5.8M | 42.2K | 1.3% | ▼−0.7% Reduced · −289 sh | |
| 23 | Tesla Inc COM | $5.2M | 12.3K | 1.2% | ▲+2.5% Added · +298 sh | |
| 24 | Advanced Micro Devices Inc COM | $5.2M | 8.9K | 1.2% | ▲+6.2% Added · +519 sh | |
| 25 | Home Depot Inc COM | $5.1M | 14.5K | 1.2% | ▲+0.9% Added · +132 sh | |
| 26 | Caterpillar Inc COM | $4.9M | 4.6K | 1.1% | ▲+2.9% Added · +130 sh | |
| 27 | Unitedhealth Group Inc COM | $4.8M | 11.6K | 1.1% | ▲+1.0% Added · +114 sh | |
| 28 | Mastercard Incorporated CL A | $4.4M | 8.6K | 1.0% | ▲+1.6% Added · +139 sh | |
| 29 | Applied Matls Inc COM | $4.1M | 5.7K | 1.0% | ▲+8.8% Added · +458 sh | |
| 30 | Ge Aerospace COM NEW | $4.1M | 10.9K | 1.0% | ▲+1.7% Added · +182 sh | |
| 31 | Costco Wholesale Corporation COM | $4.0M | 4.3K | 0.9% | ▲+1.9% Added · +83 sh | |
| 32 | Coca Cola Co COM | $4.0M | 49.0K | 0.9% | ▲+1.2% Added · +590 sh | |
| 33 | Bank Of Amer Corp COM | $3.9M | 68.5K | 0.9% | ▲+0.7% Added · +487 sh | |
| 34 | Chevron Corporation COM | $3.9M | 23.4K | 0.9% | ▲+0.7% Added · +163 sh | |
| 35 | Lam Research Corp COM NEW | $3.2M | 7.4K | 0.7% | ▲+19% Added · +1K sh | |
| 36 | Moog Inc CL A | $2.9M | 6.8K | 0.7% | ▼−0.7% Reduced · −50 sh | |
| 37 | Alphabet Inc CAP STK CL C | $2.6M | 7.2K | 0.6% | ▲+6.3% Added · +430 sh | |
| 38 | Netflix Inc. COM | $2.4M | 33.4K | 0.6% | ▲+3.2% Added · +1K sh | |
| 39 | Wells Fargo & Co COM | $1.9M | 22.5K | 0.4% | ▼−24% Reduced · −7K sh | |
| 40 | Morgan Stanley COM NEW | $1.8M | 8.8K | 0.4% | ▲+7.8% Added · +640 sh | |
| 41 | Philip Morris Intl Inc COM | $1.5M | 8.5K | 0.4% | ▼−4.1% Reduced · −366 sh | |
| 42 | Goldman Sachs Group Inc COM | $1.4M | 1.4K | 0.3% | ▲+9.9% Added · +128 sh | |
| 43 | Palantir Technologies Inc CL A | $1.1M | 9.5K | 0.3% | ▼−0.3% Reduced · −24 sh | |
| 44 | Merck & Co Inc COM | $1.1M | 8.3K | 0.2% | ▲+12% Added · +869 sh | |
| 45 | McDonalds Corp COM | $1.1M | 3.9K | 0.2% | ▼−58% Reduced · −5K sh | |
| 46 | Schwab Strategic TR US LCAP GR ETF | $1.0M | 30.3K | 0.2% | ▲+104% Added · +15K sh | |
| 47 | Vanguard Index FDS SM CP VAL ETF | $706K | 2.9K | 0.2% | ▼−20% Reduced · −713 sh | |
| 48 | Kla Corp COM NEW | $600K | 2.0K | 0.1% | ▲14× Added · +2K sh | |
| 49 | Intel Corp COM | $552K | 4.0K | 0.1% | ▲21× Added · +4K sh | |
| 50 | M & T BK Corp COM | $539K | 2.3K | 0.1% | ▼−4.2% Reduced · −98 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1738723/holdings"
Use Arkolith to show West Branch Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 355 | $430.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 378 | $373.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 415 | $388.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 452 | $381.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 472 | $338.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 530 | $299.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 546 | $313.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 626 | $289.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.