Titelia

Holdings of West Branch Capital LLC

346 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.8 % of the equity sleeve

Sector breakdown

  • Technology 33.9 %
  • Communication 10.7 %
  • Financials 10.0 %
  • Consumer discretionary 8.8 %
  • Health care 8.0 %
  • Consumer staples 7.9 %
  • Industrials 2.5 %
  • Energy 2.0 %
  • Funds 1.9 %
  • Utilities 0.1 %
  • Real estate 0.1 %
  • Unattributed 14.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.1 %
  • NL 0.0 %
  • MX 0.0 %
  • DK 0.0 %
  • ES 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US339372M $99.92 %
2GB3226.2K $0.06 %
3NL179.3K $0.02 %
4MX17.6K $0.00 %
5DK12.9K $0.00 %
6ES1423 $0.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 151,45538.4M $
2NVIDIA Corp 206,36736M $
3Alphabet Inc 90,94926.2M $
4Microsoft Corp 54,90120.3M $
5Amazon.com Inc 94,86019.8M $
6State Street SPDR S&P 500 ETF Trust 30,16919.6M $
7Moog, Inc. 60,11417.7M $
8JPMorgan Chase & Co 34,03710M $
9Broadcom Inc 32,1019.9M $
10Procter & Gamble Co/The 68,7719.9M $
11Walmart Inc 76,3479.5M $
12Johnson & Johnson 33,3828.2M $
13Eli Lilly & Co 8,5257.8M $
14Exxon Mobil Corp 42,4967.2M $
15Meta Platforms Inc 12,0966.9M $
16Visa Inc 21,9626.6M $
17AbbVie Inc 30,2606.6M $
18Oracle Corp 42,6536.3M $
19Berkshire Hathaway Inc 12,5056M $
20iShares Core S&P 500 ETF 9,1206M $
21Chevron Corp 23,2614.8M $
22Home Depot Inc/The 14,3794.7M $
23Tesla Inc 12,0014.5M $
24Mastercard Inc 8,4804.2M $
25Costco Wholesale Corp 4,2464.2M $
26Cisco Systems, Inc. 54,0824.2M $
27Coca-Cola Co/The 48,3683.7M $
28Bank of America Corp 67,9863.3M $
29Caterpillar Inc 4,4763.2M $
30Netflix Inc 32,3793.1M $
31UnitedHealth Group Inc 11,4753.1M $
32General Electric Co 10,7663.1M $
33McDonald's Corp. 9,2612.9M $
34Wells Fargo & Co 29,4042.3M $
35Micron Technology Inc 6,0942.1M $
36Moog Inc 6,8992M $
37Alphabet Inc 6,8082M $
38Applied Materials Inc 5,2031.8M $
39Advanced Micro Devices Inc 8,3781.7M $
40International Business Machines Corp. 7,0031.7M $
41Abbott Laboratories 15,6371.6M $
42T-Mobile US Inc 7,2481.5M $
43RTX Corp 7,6331.5M $
44Philip Morris International Inc. 8,8371.5M $
45Palantir Technologies Inc 9,5451.4M $
46Morgan Stanley 8,1961.3M $
47Lam Research Corp 6,1801.3M $
48Goldman Sachs Group Inc/The 1,2951.1M $
49Merck & Co Inc 7,432894K $
50Vanguard Index Funds 3,620786.4K $
51American Express Co 2,498755.7K $
52ABRDN PRECIOUS METALS BASKET ETF TRUST 2,965648.5K $
53Blackrock Inc 614590.2K $
54Ishares Gold Trust 6,630584.5K $
55Lockheed Martin Corp 965583.2K $
56M&T Bank Corp 2,361488.1K $
57abrdn Physical Gold Shares ETF 10,859484.5K $
58iShares Trust 6,815466.6K $
59Schwab Strategic Trust 14,878433.4K $
60Booking Holdings Inc 99416.3K $
61Astronics Corp 5,700380.4K $
62Amgen Inc 1,078379.3K $
63PepsiCo Inc 2,359366.3K $
64VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,664357.8K $
65iShares Core S&P U.S. Growth ETF 2,221344.5K $
66CSX Corp 7,531309.1K $
67Gilead Sciences Inc 2,183304.2K $
68Intuitive Surgical Inc 654301.5K $
69iShares Trust 1,355286.1K $
70Vanguard High Dividend Yield E 1,782263.9K $
71iShares Trust 3,225256.6K $
72iShares Core U.S. Aggregate Bond ETF 2,430241.2K $
73General Motors Co 3,167236K $
74SPDR Gold Shares 537231.1K $
75Invesco Exchange-Traded Fund Trust 2,055221.2K $
76KLA Corp 141207.6K $
77iShares Core S&P Total U.S. Stock Market ETF 1,422202.5K $
78Duke Energy Corp 1,531200.5K $
79Unum Group 2,709197.8K $
80Thermo Fisher Scientific Inc 398195.6K $
81iShares Trust 900192.3K $
82QUALCOMM Inc 1,400180.3K $
83Bristol-Myers Squibb Co 2,750166.8K $
84Invesco QQQ Trust Series 1 275158.7K $
85iShares Russell 1000 Growth ETF 350149.2K $
86Vanguard Total Stock Market ETF 432138.5K $
87Vanguard S&P 500 ETF 229136.8K $
88Microchip Technology Inc 2,092135.2K $
89Shell PLC 1,439133.8K $
90GE Vernova Inc 153133.6K $
91Prologis Inc 991131K $
92iShares Trust 1,087123K $
93AT&T Inc 4,232122.7K $
94Pfizer Inc 4,359122.4K $
95General Dynamics Corp 352120.8K $
96Vanguard Information Technology ETF 168117.2K $
97iShares Core Dividend Growth ETF 1,661116.6K $
98Verizon Communications Inc 2,299115.4K $
99Emerson Electric Co. 880115.3K $
100Ishares S&p 100 Etf 354112.5K $