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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 $212,721,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 141,871 $27,314,480 12.84%
2.
Microsoft Corp
 MSFT 46,582 $17,516,883 8.23%
3.
Nvidia Corp
 NVDA 349,640 $17,314,998 8.13%
4.
Amazon Com Inc
 AMZN 75,231 $11,430,586 5.37%
5.
Alphabet Inc.
 GOOG 81,474 $11,381,090 5.35%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)