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WEST BRANCH CAPITAL LLC
WEST BRANCH CAPITAL LLC
Latest filing: 2026-06-30
WEST BRANCH CAPITAL LLC runs WEST BRANCH CAPITAL LLC and currently holds 355 stock positions, which is more than the average of 230 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 #332 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%.
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355 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 9.99% | $65.13 | $309.35 | +374.97% | Trimmed -1.95% |
 NVDA NVIDIA CORPORATION | 9.54% | $7.96 | $214.76 | +2,597.99% | Trimmed -0.61% |
 GOOGL ALPHABET INC | 7.42% | $79.46 | $344.82 | +333.95% | Trimmed -1.75% |
 AMZN AMAZON COM INC | 5.27% | $110.13 | $258.63 | +134.84% | Added +0.38% |
 SPY STATE STR SPDR S&P 500 ETF T | 5.26% | $368.19 | $765.62 | +107.94% | Added +0.50% |
 MSFT MICROSOFT CORP | 4.77% | $196.22 | $483.24 | +146.27% | Added +0.23% |
 AVGO BROADCOM INC | 2.80% | $112.09 | $368.45 | +228.71% | Trimmed -0.55% |
 JPM JPMORGAN CHASE & CO | 2.58% | $126.09 | $351.64 | +178.88% | Trimmed -0.26% |
 LLY ELI LILLY & CO | 2.43% | $592.87 | $1,254.77 | +111.64% | Added +2.09% |
 PG PROCTER & GAMBLE CO | 2.35% | $138.17 | $144.69 | +4.72% | Added +0.24% |
Showing 1-10 of 355