WEST BRANCH CAPITAL LLC 13F Portfolio
WEST BRANCH CAPITAL LLC runs WEST BRANCH CAPITAL LLC and currently holds 355 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $430.26M. Their top holdings are AAPL, NVDA, GOOGL, AMZN, SPY. The top five represent 37.5% of reported portfolio weight. WEST BRANCH CAPITAL LLC ranks #312 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEST BRANCH CAPITAL LLC initiated 1 new position. They added to 51 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$430.26M
Alpha Score
72.3
#312 of 1000
Holdings
355
WEST BRANCH CAPITAL LLC Current 13F Holdings
Reported holdings from WEST BRANCH CAPITAL LLC's latest SEC 13F filing, ranked by portfolio weight.
355 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 9.99% | $65.13 | $336.68 | +416.94% | Trimmed -1.95% |
 NVDA NVIDIA CORPORATION | 9.54% | $7.96 | $229.28 | +2,780.40% | Trimmed -0.61% |
 GOOGL ALPHABET INC | 7.42% | $79.46 | $351.66 | +342.56% | Trimmed -1.75% |
 AMZN AMAZON COM INC | 5.27% | $110.13 | $262.43 | +138.29% | Added +0.38% |
 SPY STATE STR SPDR S&P 500 ETF T | 5.26% | $368.19 | $778.54 | +111.45% | Added +0.50% |
 MSFT MICROSOFT CORP | 4.77% | $196.22 | $535.07 | +172.69% | Added +0.23% |
 AVGO BROADCOM INC | 2.80% | $112.09 | $361.54 | +222.54% | Trimmed -0.55% |
 JPM JPMORGAN CHASE & CO | 2.58% | $126.09 | $333.01 | +164.11% | Trimmed -0.26% |
 LLY ELI LILLY & CO | 2.43% | $592.87 | $1,178.52 | +98.78% | Added +2.09% |
 PG PROCTER & GAMBLE CO | 2.35% | $138.17 | $151.23 | +9.45% | Added +0.24% |
Showing 1-10 of 355