| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 26 | Q2 2024 | 13.5% |
| AMAZON COM INC | 26 | Q2 2024 | 8.3% |
| SPDR S&P 500 ETF TR | 26 | Q2 2024 | 8.9% |
| MICROSOFT CORP | 26 | Q2 2024 | 9.1% |
| NVIDIA CORPORATION | 26 | Q2 2024 | 11.5% |
| Alphabet Inc Class A | 26 | Q2 2024 | 5.7% |
| JPMORGAN CHASE & CO. | 26 | Q2 2024 | 3.7% |
| VERIZON COMMUNICATIONS INC | 26 | Q2 2024 | 4.5% |
| ABBVIE INC | 26 | Q2 2024 | 2.9% |
| JOHNSON & JOHNSON | 26 | Q2 2024 | 2.5% |
View West Branch Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-28 |
View West Branch Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.