West Branch Capital LLC
SEC Form 13F institutional filer · CIK 0001738723
13F-HR · 210 reported holdings · 2026-03-31
Reported long-US-equity value
$0.35B
Top-10 concentration
57.5%
West Branch Capital LLC — $347M AUM allocation strategy
West Branch Capital LLC files SEC Form 13F and reports $347M of long US equity value across 210 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 31.9%, followed by Communication Services 9.5% and Financials 6.5%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
West Branch Capital LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$347M
total across 210 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CVX +7.08K sh · +$2.35M+$LRCX +5.91K sh · +$1.27M+$AMAT +5.2K sh · +$1.78M
Biggest trims (shares)
−$NVDA −6.99K sh · −$3.8M−$CRM −6.58K sh · −$1.77M−$ABT −3.37K sh · −$775K
Exited to nil (held last quarter, gone now)
$ADP ($529K last qtr)$BA ($434K last qtr)$NSC ($152K last qtr)$DAL ($69.4K last qtr)$IBKR ($27K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.2%—
- Technology Hardware, Storage & Peripherals11.1%—
- Interactive Media & Services9.5%—
- Systems Software5.8%—
- Broadline Retail5.7%—
- Pharmaceuticals4.6%—
- Integrated Oil & Gas3.5%—
- Diversified Banks2.8%—
- Other holdings43.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 151K | $38.4M | +514 | 11.1% |
| $NVDA | NVIDIA Corporation | 206K | $36M | -6.99K | 10.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 90.9K | $26.2M | -860 | 7.5% |
| $MSFT | Microsoft Corporation | 54.9K | $20.3M | -1.1K | 5.9% |
| $AMZN | Amazon.com Inc | 94.9K | $19.8M | +1.93K | 5.7% |
| $JPM | JP Morgan Chase & Co | 34K | $10M | +0 | 2.9% |
| $AVGO | Broadcom Inc | 32.1K | $9.94M | +226 | 2.9% |
| $PG | Procter & Gamble Company | 68.8K | $9.93M | +4.02K | 2.9% |
| $WMT | Walmart Inc | 76.3K | $9.49M | +243 | 2.7% |
…and 201 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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