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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
31
2
2
1
1
0
21
2
1
WEST BRANCH CAPITAL LLC

Time Period2019-03-31

Total Holdings83

Total Value ($x1000)111,720
Activities
New13

Increased36

Unchanged7

Decreased27

Sold Out3

Top 10 Stock Holdingstotal 46.55%
SPY7.94

AAPL7.08

AMZN6.72

BA4.44

VZ4.43

 
GOOGL4.28

JPM3.19

MSFT3.11

INTC3.05

BAP2.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.94%
TR UNIT
AAPL
7.08%
COM
AMZN
6.72%
COM
BA
4.44%
COM
VZ
4.43%
COM
GOOGL
4.28%
CAP STK CL A
JPM
3.19%
COM
MSFT
3.11%
COM
INTC
3.05%
COM
BAP
2.31%
COM
CSCO
2.24%
COM
JNJ
2.21%
COM
ABBV
2.12%
COM
NVDA
2.1%
COM
VBR
2%
SM CP VAL ETF
PFE
2%
COM
LMT
1.95%
COM
MCD
1.59%
COM
UNH
1.45%
COM
UNP
1.42%
COM
HD
1.32%
COM
V
1.3%
COM CL A
VLO
1.24%
COM
XOM
1.18%
COM
GLW
1.17%
COM
SHV
1.17%
SHRT TRS BD ETF
DIS
1.15%
COM DISNEY
BKNG
1.05%
COM
IVV
1.05%
CORE S&P500 ETF
HPE
1%
COM
BLK
0.98%
COM
ADP
0.96%
COM
AFL
0.95%
COM
FB
0.94%
CL A
ETN
0.94%
SHS
AMGN
0.85%
COM
ORCL
0.8%
COM
MPC
0.79%
COM
UTX
0.73%
COM
SYY
0.7%
COM
OLLI
0.64%
COM
FLOT
0.6%
FLTG RATE BD ETF
D
0.59%
COM
T
0.55%
COM
IJK
0.54%
S&P MC 400GR ETF
UPS
0.52%
CL B
MO
0.51%
COM
MMM
0.5%
COM
IWM
0.46%
RUSSELL 2000 ETF
SPR
0.46%
COM CL A
IBM
0.46%
COM
HP
0.44%
COM
CNC
0.41%
COM
ABT
0.41%
COM
LYB
0.38%
SHS - A -
IWZ
0.36%
RUS 3000 GRW ETF
NWL
0.36%
COM
GOOG
0.33%
CAP STK CL C
IWO
0.3%
RUS 2000 GRW ETF
WMB
0.3%
COM
IXUS
0.28%
CORE MSCITOTAL
NSC
0.27%
COM
BAC
0.26%
COM
PLOW
0.26%
COM
MCHP
0.26%
COM
BMY
0.26%
COM
PKI
0.26%
COM
ED
0.25%
COM
FNCL
0.24%
MSCI FINLS IDX
VTI
0.24%
TOTAL STK MKT
CSX
0.23%
COM
RTN
0.23%
COM NEW
ITOT
0.22%
CORE S&P TTL STK
CRM
0.22%
COM
PYPL
0.21%
COM
ADBE
0.2%
COM
PEP
0.2%
COM
KMB
0.2%
COM
NFLX
0.19%
COM
IBB
0.18%
NASDQ BIOTEC ETF
CTXS
0.18%
COM
IAU
0.12%
ISHARES
CPSH
0.01%
COM
AHS
0.54%
COM
GS
0.39%
COM
TWLO
0.23%
CL A