WEST BRANCH CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXP | 2K | $629.79K |
 | BP | 2K | $62.92K |
 | DUK | 2K | $213.34K |
 | HLN | 2K | $15.37K |
 | VZ | 1K | $64.08K |
 | SHEL | 1K | $102.93K |
 | QCOM | 1K | $232.90K |
 | RTX | 1K | $220.46K |
 | MO | 1K | $83.37K |
 | SYY | 1K | $99.67K |
 | AMGN | 1K | $341.18K |
 | PLD | 1K | $137.19K |
 | BLK | 1K | $1.33M |
 | DIS | 1K | $128.97K |
 | MDLZ | 1K | $67.53K |
 | LMT | 1K | $526.17K |
 | UNP | 1K | $240.27K |
 | AS | 1K | $34.98K |
 | FCX | 1K | $39.22K |
 | GS | 955 | $760.53K |
American Express Company
AXP
Shares Held
2K
Value
$629.79K
BP p.l.c.
BP
Shares Held
2K
Value
$62.92K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$213.34K
Haleon plc
HLN
Shares Held
2K
Value
$15.37K
Verizon Communications Inc.
VZ
Shares Held
1K
Value
$64.08K
Shell plc
SHEL
Shares Held
1K
Value
$102.93K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$232.90K
RTX Corporation
RTX
Shares Held
1K
Value
$220.46K
Altria Group, Inc.
MO
Shares Held
1K
Value
$83.37K
Sysco Corporation
SYY
Shares Held
1K
Value
$99.67K
Amgen Inc.
AMGN
Shares Held
1K
Value
$341.18K
Prologis, Inc.
PLD
Shares Held
1K
Value
$137.19K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.33M
The Walt Disney Company
DIS
Shares Held
1K
Value
$128.97K
Mondelez International, Inc.
MDLZ
Shares Held
1K
Value
$67.53K
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$526.17K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$240.27K
Amer Sports, Inc.
AS
Shares Held
1K
Value
$34.98K
Freeport-McMoRan Inc.
FCX
Shares Held
1K
Value
$39.22K
The Goldman Sachs Group, Inc.
GS
Shares Held
955
Value
$760.53K