Long-term investor
West Branch Capital LLC @westbranchcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001738723).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months +10.1% · 1 year +21.7% · all +21.7%
- Max drawdown -5.5% · Sharpe 0.95 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.0% · long · since 2025-06-30
- NVDA · 9.5% · long · since 2025-06-30
- GOOGL · 7.4% · long · since 2025-06-30
- MOGB · 6.0% · long · since 2025-06-30
- AMZN · 5.3% · long · since 2025-06-30
- SPY · 5.3% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- AVGO · 2.8% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- LLY · 2.4% · long · since 2025-06-30
- PG · 2.3% · long · since 2025-06-30
- MU · 2.3% · long · since 2025-12-31