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Home > Institutional Investor > West Branch Capital Llc > 13F Holdings

Instuitional Investor - West Branch Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 145,702 $48,521,732 10.98%
2.
Nvidia Corp
 NVDA 202,827 $46,321,699 10.49%
3.
Alphabet Inc.
 GOOGL 88,770 $30,543,811 6.91%
4.
Microsoft Corp
 MSFT 54,973 $28,195,633 6.38%
5.
Amazon Com Inc
 AMZN 95,701 $23,843,898 5.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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