West Branch Capital LLC: 13F holdings
CIK 17387232026Q2
| Positions | 355 |
|---|
| Reported value | $430.3m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 355 (-23 vs prior quarter) |
|---|
| Reported value | $430.3m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 148,498 | $43.0m | 10.0% |
| NVDA NVIDIA CORPORATION | 205,101 | $41.0m | 9.5% |
| GOOGL ALPHABET INC | 89,356 | $31.9m | 7.4% |
| MOG-A MOOG INC | 60,114 | $25.7m | 6.0% |
| AMZN AMAZON COM INC | 95,216 | $22.7m | 5.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 30,320 | $22.6m | 5.3% |
| MSFT MICROSOFT CORP | 55,029 | $20.5m | 4.8% |
| AVGO BROADCOM INC | 31,925 | $12.1m | 2.8% |
| JPM JPMORGAN CHASE & CO | 33,949 | $11.1m | 2.6% |
| LLY ELI LILLY & CO | 8,703 | $10.4m | 2.4% |
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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