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Livermore
Livermore
ZHEN

West Branch Capital LLC

SEC CIK
0001738723
Latest filing
Jul 10, 2026

The latest 13F from West Branch Capital LLC covers Q2 2026 (filed Jul 10, 2026): 355 long positions worth $430.3M. The top 10 holdings make up 56.0% of the portfolio, and the largest is Apple Inc. (AAPL) at 10.0%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
18
Est. +$499.7K
Added
78
Est. +$8.88M
Reduced
68
Est. −$10.6M
Sold out
41
Est. −$308.4K

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    10.0%$43.0MHistory
  2. NVDANVIDIA Corp
    9.5%$41.0MHistory
  3. GOOGLAlphabet Inc.
    7.4%$31.9MHistory
  4. MOG.BMoog Inc.
    6.0%$25.7MHistory
  5. AMZNAmazon Com Inc
    5.3%$22.7MHistory

Share of portfolio

Top 5 holdings and the other 350 positions, by share of portfolio value

  1. AAPL10.0%
  2. NVDA9.5%
  3. GOOGL7.4%
  4. MOG.B6.0%
  5. AMZN5.3%
  6. Other 350 positions61.8%

Biggest buys

New and added positions, by estimated amount bought

  1. MUMicron Technology Inc
    +$2.89MAddedHistory
  2. INTCIntel Corp
    +$525.8KAddedHistory
  3. Schwab U.S. Large-Cap Growth ETF808524300
    +$521.4KAdded
  4. LRCXLam Research Corp
    +$510.5KAddedHistory
  5. Vanguard Scottsdale FDS92206C730
    +$338.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +1.76 pp0.6% → 2.3%History
  2. AMDAdvanced Micro Devices Inc
    +0.74 pp0.5% → 1.2%History
  3. AMATApplied Materials Inc
    +0.48 pp0.5% → 1.0%History
  4. LRCXLam Research Corp
    +0.39 pp0.4% → 0.7%History
  5. CSCOCisco Systems, Inc.
    +0.36 pp1.1% → 1.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. IBMInternational Business Machines Corp
    −$1.44MReducedHistory
  2. MCDMcDonalds Corp
    −$1.44MReducedHistory
  3. ABTAbbott Laboratories
    −$1.19MReducedHistory
  4. TMUST-Mobile US, Inc.
    −$1.13MReducedHistory
  5. RTXRTX Corp
    −$916.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.59 pp1.9% → 1.3%History
  2. MCDMcDonalds Corp
    −0.52 pp0.8% → 0.2%History
  3. TMUST-Mobile US, Inc.
    −0.39 pp0.4% → <0.1%History
  4. ABTAbbott Laboratories
    −0.38 pp0.4% → 0.1%History
  5. IBMInternational Business Machines Corp
    −0.33 pp0.5% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$430.3M
+$56.8M (+15.2%) vs. prior quarter
Positions
355
−23 vs. prior quarter
Top 10 concentration
56.0%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
20.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $430.3M (Q2 2026)

Q1 2021: $170.9MQ2 2021: $203.4MQ3 2021: $207.8MQ4 2021: $234.9MQ1 2022: $209.3MQ2 2022: $172.9MQ3 2022: $160.9MQ4 2022: $161.9MQ1 2023: $179.3MQ2 2023: $200.4MQ3 2023: $190.6MQ4 2023: $212.7MQ1 2024: $247.9MQ2 2024: $269.2MQ3 2024: $289.2MQ4 2024: $313.5MQ1 2025: $299.7MQ2 2025: $338.1MQ3 2025: $381.1MQ4 2025: $388.1MQ1 2026: $373.5MQ2 2026: $430.3M
Q1 2021Q2 2026
13F filings of West Branch Capital LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 10, 2026355$430.3MAAPLNVDAGOOGLvs. Q1 2026SEC
Q1 2026Apr 14, 2026378$373.5MAAPLNVDAGOOGLvs. Q4 2025SEC
Q4 2025Jan 16, 2026415$388.1MAAPLNVDAGOOGLvs. Q3 2025SEC
Q3 2025Oct 21, 2025452$381.1MNVDAAAPLMSFTvs. Q2 2025SEC
Q2 2025Jul 16, 2025472$338.1MNVDAAAPLMSFTvs. Q1 2025SEC
Q1 2025Apr 16, 2025530$299.7MAAPLNVDAMSFTvs. Q4 2024SEC
Q4 2024Jan 17, 2025546$313.5MAAPLNVDAMSFTvs. Q3 2024SEC
Q3 2024Oct 18, 2024626$289.2MAAPLNVDAMSFTvs. Q2 2024SEC
Q2 2024Jul 26, 2024429$269.2MAAPLNVDAMSFTvs. Q1 2024SEC
Q1 2024Apr 24, 2024423$247.9MAAPLNVDAMSFTvs. Q4 2023SEC
Q4 2023Jan 19, 2024443$212.7MAAPLMSFTNVDAvs. Q3 2023SEC
Q3 2023Oct 20, 2023442$190.6MAAPLNVDAMSFTvs. Q2 2023SEC
Q2 2023Aug 7, 2023449$200.4MAAPLNVDAMSFTvs. Q1 2023SEC
Q1 2023Apr 20, 2023456$179.3MAAPLMSFTNVDAvs. Q4 2022SEC
Q4 2022Jan 27, 2023452$161.9MAAPLMSFTPGvs. Q3 2022SEC
Q3 2022Oct 19, 2022471$160.9MAAPLMSFTAMZNvs. Q2 2022SEC
Q2 2022Jul 28, 2022451$172.9MAAPLMSFTGOOGLvs. Q1 2022SEC
Q1 2022May 3, 2022441$209.3MAAPLMSFTAMZNvs. Q4 2021SEC
Q4 2021Jan 24, 2022468$234.9MAAPLMSFTNVDAvs. Q3 2021SEC
Q3 2021Nov 9, 2021440$207.8MAAPLAMZNMSFTvs. Q2 2021SEC
Q2 2021Aug 17, 2021452$203.4MAAPLAMZNMSFTvs. Q1 2021SEC
Q1 2021May 14, 202190$170.9MAAPLAMZNMSFT–SEC