Read this manager's filing book
Disclosed positions
West Branch Capital LLC: source evidence dated 2026-07-11T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $42,969,302
- Reported amount
- 148,498
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001738723-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $42,969,302 | 148,498 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $41,038,673 | 205,101 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $31,933,021 | 89,356 | SH | None |
| MOOG INC | MOG.B | CL B | $25,678,297 | 60,114 | SH | None |
| AMAZON COM INC | AMZN | COM | $22,693,776 | 95,216 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $22,642,081 | 30,320 | SH | None |
| MICROSOFT CORP | MSFT | COM | $20,527,083 | 55,029 | SH | None |
| BROADCOM INC | AVGO | COM | $12,059,535 | 31,925 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $11,112,460 | 33,949 | SH | None |
| ELI LILLY & CO | LLY | COM | $10,438,580 | 8,703 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $10,109,199 | 68,939 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $9,923,747 | 8,597 | SH | None |
| WALMART INC | WMT | COM | $8,701,184 | 76,825 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $8,486,592 | 33,416 | SH | None |
| ABBVIE INC | ABBV | COM | $7,658,258 | 30,433 | SH | None |
| VISA INC | V | COM CL A | $7,562,034 | 22,041 | SH | None |
| META PLATFORMS INC | META | CL A | $7,123,414 | 12,646 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $6,874,144 | 9,179 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $6,500,346 | 12,991 | SH | None |
| CISCO SYS INC | CSCO | COM | $6,375,176 | 54,275 | SH | None |
| ORACLE CORP | ORCL | COM | $6,303,612 | 43,013 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $5,770,537 | 42,207 | SH | None |
| TESLA INC | TSLA | COM | $5,172,821 | 12,299 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $5,168,357 | 8,897 | SH | None |
| HOME DEPOT INC | HD | COM | $5,117,764 | 14,511 | SH | None |
| CATERPILLAR INC | CAT | COM | $4,904,445 | 4,606 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $4,816,539 | 11,589 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $4,426,821 | 8,619 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $4,093,134 | 5,661 | SH | None |
| GE AEROSPACE | GE | COM NEW | $4,091,410 | 10,948 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $4,049,199 | 4,329 | SH | None |
| COCA COLA CO | KO | COM | $3,978,837 | 48,958 | SH | None |
| BANK OF AMER CORP | BAC | COM | $3,901,592 | 68,473 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $3,882,823 | 23,424 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $3,188,487 | 7,358 | SH | None |
| MOOG INC | MOG.A | CL A | $2,902,881 | 6,849 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,557,408 | 7,238 | SH | None |
| NETFLIX INC. | NFLX | COM | $2,386,275 | 33,421 | SH | None |
| WELLS FARGO & CO | WFC | COM | $1,858,193 | 22,485 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $1,847,030 | 8,836 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,532,433 | 8,471 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,438,930 | 1,423 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $1,110,816 | 9,521 | SH | None |
| MERCK & CO INC | MRK | COM | $1,066,659 | 8,301 | SH | None |
| MCDONALDS CORP | MCD | COM | $1,061,396 | 3,927 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $1,024,928 | 30,287 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $706,372 | 2,907 | SH | None |
| KLA CORP | KLAC | COM NEW | $599,800 | 1,988 | SH | None |
| INTEL CORP | INTC | COM | $551,539 | 3,950 | SH | None |
| M & T BK CORP | MTB | COM | $538,617 | 2,263 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.