West Branch Capital LLC

RIA/Wealth

West Branch Capital LLC is a RIA/Wealth based in Amherst, MA led by Ayaz Mahmud, reporting $630.9M in AUM as of Q3 2025 with 37% Technology concentration and 57% concentrated in top 10 holdings.

CCOAyaz Mahmud

Portfolio Value: $381.1M
Positions: 451
Top Holding: NVDA at 10.57%
Last Reported: Q3 2025

Address9 Research Drive, Suite 1, Amherst, MA, 01002, United States

Top Holdings

Largest long holdings in West Branch Capital LLC's portfolio (56.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$40.3M	10.57%	-$84.0K Sold	0.00% 215.9K shares	Q1 2018 Held for 7y 8m
2 Apple AAPL	Consumer Electronics Technology	$38.8M	10.17%	-$99.3K Sold	0.00% 152.2K shares	Q1 2018 Held for 7y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$28.8M	7.56%	+$135.2K Bought	0.00% 55.7K shares	Q1 2018 Held for 7y 8m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$21.8M	5.73%	+$382.2K Bought	0.00% 89.8K shares	Q1 2018 Held for 7y 8m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$20.6M	5.40%	+$853.5K Bought	0.00% 93.8K shares	Q1 2018 Held for 7y 8m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$20.1M	5.28%	+$732.1K Bought	— 30.2K shares	Q1 2018 Held for 7y 8m
7 Moog Inc. MOG.B	Unknown Unknown	$12.4M	3.25%	—	0.19% 60.1K shares	Q3 2020 Held for 5y 2m
8 Oracle ORCL	Software - Infrastructure Technology	$11.5M	3.01%	+$96.2K Bought	0.00% 40.8K shares	Q1 2018 Held for 7y 8m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$10.7M	2.80%	-$9.8K Sold	0.00% 33.9K shares	Q1 2018 Held for 7y 8m
10 Broadcom Inc. AVGO	Semiconductors Technology	$10.5M	2.75%	+$55.1K Bought	0.00% 31.7K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in West Branch Capital LLC's latest filing

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Market Value

$381.1M

Prior: $338.1M

Q/Q Change

+12.71%

+$43.0M

Net Flows % of MV

+1.85%

Turnover Ratio

1.74%

New Purchases

8 stocks

$64.0K

Added To

97 stocks

+$10.0M

Sold Out Of

38 stocks

$877.2K

Reduced Holdings

49 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 Nasdaq, Inc. NDAQ	New	0 → 323.0 +$28.6K
2 CubeSmart CUBE	New	0 → 333.0 +$13.5K
3 Helen Of Troy HELE	New	0 → 204.0 +$5.1K
4 BILL Holdings BILL	New	0 → 94.0 +$5.0K
5 Ceva CEVA	New	0 → 187.0 +$4.9K

Decreased Positions

Position	Shares Δ	Change
1 Intuit INTU	Sold	398.0 → 0 −$313.5K
2 iShares Short Treasury Bond SHV	Sold	2.0K → 0 −$221.1K
3 Robinhood Markets, Inc. HOOD	Sold	1.0K → 0 −$93.6K
4 Colgate-Palmolive CL	Sold	550.0 → 0 −$50.0K
5 Pinterest, Inc. PINS	Sold	1.0K → 0 −$35.9K

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Analytics

Portfolio insights and performance metrics for West Branch Capital LLC

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Sector Allocation

Technology

36.90%

Financial Services

10.30%

Communication Services

10.00%

Consumer Cyclical

9.70%

ETF

9.10%

Healthcare

8.20%

Consumer Defensive

7.20%

Energy

1.80%

Industrials

1.70%

Basic Materials

0.50%

Utilities

0.20%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

81.70%

Large Cap ($10B - $200B)

4.79%

Mid Cap ($2B - $10B)

3.73%

Small Cap ($300M - $2B)

0.08%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

9.69%

Portfolio Concentration

Top 10 Holdings %

56.53%

Top 20 Holdings %

75.09%

Top 50 Holdings %

93.78%

Top 100 Holdings %

98.09%