West Branch Capital LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Director of Operations Georgann Ramage, lists a total of 388 separate holdings across various sectors.
The portfolio is diversified, with the largest positions held in technology and consumer staples. Apple Inc. is the largest holding, with 145,702 shares. Alphabet Inc. Class A shares follow with 88,770 shares, while Amazon.com Inc. holds 95,701 shares. Other notable technology positions include Broadcom Inc. (32,044 shares), Microsoft (listed as International Business Machines in the filing, 469 shares), and NVIDIA (listed as Advanced Micro Devices, 9,075 shares).
Outside of technology, the portfolio includes significant positions in consumer staples and energy. Costco Wholesale Corporation is held at 4,475 shares, while Coca-Cola Company holds 50,325 shares. In the energy sector, Chevron Corporation is held at 23,737 shares, and ConocoPhillips holds 117 shares. The filing also lists positions in financial services, including JPMorgan Chase & Co. (listed as Citigroup Inc. in the filing, 390 shares) and Berkshire Hathaway Inc. Class B (13,244 shares).
The filing indicates that West Branch Capital LLC holds these securities as sole voting power and sole dispositive power for all listed positions.
