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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
27
0
2
1
1
0
17
2
1
WEST BRANCH CAPITAL LLC

Time Period2018-12-31

Total Holdings73

Total Value ($x1000)94,942
Activities
New1

Increased6

Unchanged7

Decreased59

Sold Out18

Top 10 Stock Holdingstotal 46.17%
SPY7.7

AMZN6.79

AAPL6.63

GOOGL4.5

VZ4.46

 
BA4.26

JPM3.65

INTC2.98

ABBV2.66

MSFT2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.7%
TR UNIT
AMZN
6.79%
COM
AAPL
6.63%
COM
GOOGL
4.5%
CAP STK CL A
VZ
4.46%
COM
BA
4.26%
COM
JPM
3.65%
COM
INTC
2.98%
COM
ABBV
2.66%
COM
MSFT
2.54%
COM
BAP
2.41%
COM
JNJ
2.35%
COM
PFE
2.34%
COM
VBR
2.19%
SM CP VAL ETF
CSCO
2.03%
COM
BLK
1.93%
COM
MCD
1.74%
COM
UNH
1.69%
COM
SHV
1.58%
SHRT TRS BD ETF
HD
1.5%
COM
UNP
1.39%
COM
NVDA
1.32%
COM
V
1.31%
COM CL A
LMT
1.3%
COM
HPE
1.28%
COM
GLW
1.25%
COM
DIS
1.23%
COM DISNEY
BKNG
1.22%
COM
VLO
1.1%
COM
XOM
1.06%
COM
AMGN
1.05%
COM
CNC
1.04%
COM
AFL
0.97%
COM
ADP
0.92%
COM
ETN
0.9%
SHS
FB
0.85%
CL A
MPC
0.84%
COM
SYY
0.84%
COM
FLOT
0.82%
FLTG RATE BD ETF
ORCL
0.79%
COM
IVV
0.75%
CORE S&P500 ETF
OLLI
0.72%
COM
IJK
0.68%
S&P MC 400GR ETF
UTX
0.67%
COM
UPS
0.56%
CL B
AHS
0.54%
COM
CTXS
0.54%
COM
MMM
0.54%
COM
SPR
0.52%
COM CL A
T
0.52%
COM
IWM
0.51%
RUSSELL 2000 ETF
ABT
0.43%
COM
GS
0.39%
COM
PKI
0.38%
COM
IWZ
0.37%
RUS 3000 GRW ETF
BMY
0.34%
COM
GOOG
0.31%
CAP STK CL C
IXUS
0.31%
CORE MSCITOTAL
IWO
0.3%
RUS 2000 GRW ETF
PLOW
0.29%
COM
VTI
0.27%
TOTAL STK MKT
BAC
0.27%
COM
FNCL
0.27%
MSCI FINLS IDX
MCHP
0.27%
COM
ED
0.26%
COM
NSC
0.25%
COM
TWLO
0.23%
CL A
RTN
0.23%
COM NEW
CSX
0.22%
COM
ITOT
0.22%
CORE S&P TTL STK
KMB
0.22%
COM
IAU
0.15%
ISHARES
CPSH
0.01%
COM
CRM
1.72%
COM
PG
0.57%
COM
TRV
0.55%
COM
NFLX
0.49%
COM
SWKS
0.49%
COM
SQ
0.37%
CL A
QRVO
0.34%
COM
IBB
0.31%
NASDQ BIOTEC ETF
FCB
0.23%
CL A
K
0.22%
COM
JCOM
0.2%
COM
PYPL
0.19%
COM
EMR
0.19%
COM
ADBE
0.17%
COM
HYG
0.17%
IBOXX HI YD ETF
VFC
0.16%
COM
IJH
0.15%
CORE S&P MCP ETF
CASH
0.01%
COM