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Home > Institutional Investor > West Branch Capital Llc > Profile

Instuitional Investor - West Branch Capital Llc

Fund Profile
Filing Period:
Fund Name: West Branch Capital Llc
Portfolio Value $299,749,255
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 154,884 $34,404,355 11.48%
2.
Nvidia Corp
 NVDA 221,610 $24,018,076 8.01%
3.
Microsoft Corp
 MSFT 55,674 $20,899,465 6.97%
4.
Amazon Com Inc
 AMZN 87,208 $16,592,266 5.54%
5.
Spdr S & P 500 Etf Trust
 SPY 28,126 $15,733,497 5.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)