Georgann Ramage

West Branch Capital Llc

Assets Managed

$430.263M

Holdings

355

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

15.21%(2Q avg: 5.73%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in West Branch Capital Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 355 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 430.263M in assets, with a quarterly growth rate of 15.21% and a 2-quarter average growth rate of 5.73%. The portfolio is managed by Georgann Ramage, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.95%	9.99%	$42.969M 148,498 shares@ $289.36 avg price	Decreased -1.95%
NVDA Nvidia Corp Recent Activity Decreased -0.61%	9.54%	$41.039M 205,101 shares@ $200.1 avg price	Decreased -0.61%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -1.75%	7.43%	$31.933M 89,356 shares@ $357.37 avg price	Decreased -1.75%
MOG.B Moog Inc-class B Recent Activity	5.97%	$25.678M 60,114 shares@ $427.17 avg price
AMZN Amazon.com Inc Recent Activity Increased 0.38%	5.28%	$22.694M 95,216 shares@ $238.34 avg price	Increased 0.38%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.51%	5.27%	$22.642M 30,320 shares@ $746.78 avg price	Increased 0.51%
MSFT Microsoft Corp Recent Activity Increased 0.24%	4.78%	$20.527M 55,029 shares@ $373.03 avg price	Increased 0.24%
AVGO Broadcom Inc Recent Activity Decreased -0.54%	2.81%	$12.06M 31,925 shares@ $377.75 avg price	Decreased -0.54%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.25%	2.59%	$11.112M 33,949 shares@ $327.33 avg price	Decreased -0.25%
LLY Eli Lilly & Co Recent Activity Increased 2.09%	2.43%	$10.439M 8,703 shares@ $1199.43 avg price	Increased 2.09%

1-10 of 355