West Branch Capital LLC
•CIK: 1738723•Filing: Q4 2025
**West Branch Capital LLC** manages $388M across a diversified portfolio of 415 positions. The fund exhibits a significant concentration in mega-cap technology names, notably holding AAPL ($41.0M) and NVDA ($39.8M). Core allocations also target major growth pillars, including GOOGL ($28.7M), MSFT ($27.1M), and AMZN ($21.5M). This structure suggests a conviction-driven, large-cap technology bias within its current mandate.
Total AUM
$388.1M
QoQ Performance
+1.8%
Positions
359
Top 10 Concentration
58.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
GOOGL
MSFT
AMZN
SPY
AAPL10.6%
NVDA10.3%
GOOGL7.4%
MSFT7.0%
AMZN5.5%
SPY5.3%
MOG.B3.8%
AVGO2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology45.3%
Other12.6%
Consumer12.5%
Financial8.7%
Healthcare8.2%
ETF7.0%
Energy1.8%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+252 more exited positions
Changes from Q3 2025
NEW5 new positions
↑62 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022