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Georgann Ramage

@West Branch Capital Llc

Latest period2024 - Q4ReportedManaged Assets$313.494MTotal holdings546
Assets growth rate8.4%Assets growth rate (2-Q avg)7.91%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Branch Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 546 positions.

Assets under management

The assets under management (AUM) of West Branch Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 313.494M in assets, with a quarterly growth rate of 8.4% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Georgann Ramage, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNJJohnson & Johnson
Recent Activity
Decreased -5.44%
1.09%
$3.404M
23,534 shares@ $144.63 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 9.35%
1.06%
$3.304M
30,718 shares@ $107.58 avg price
TSLATesla Inc
Recent Activity
Increased 58.89%
0.93%
$2.889M
7,153 shares@ $403.83 avg price
MCDMcdonalds Corp
Recent Activity
Increased 13.23%
0.93%
$2.887M
9,958 shares@ $289.91 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.51%
0.88%
$2.748M
2,999 shares@ $916.24 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 10.7%
0.85%
$2.637M
44,544 shares@ $59.2 avg price
PEPPepsico Inc
Recent Activity
Increased 6.51%
0.77%
$2.413M
15,871 shares@ $152.06 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 64.18%
0.76%
$2.36M
5,206 shares@ $453.29 avg price
BACBank America Corp
Recent Activity
Increased 17.64%
0.74%
$2.294M
52,185 shares@ $43.95 avg price
KOCoca Cola Co
Recent Activity
Increased 15.62%
0.72%
$2.229M
35,807 shares@ $62.26 avg price