Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 01-19-2024 | 12-31-2023 | 443 | 212,721,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $27,314,480 | 141,871 | 0.01 | 0.01 | 3,835 | 2.78 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $17,516,883 | 46,582 | 0.01 | 0.01 | 2,691 | 6.13 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 3 | $17,314,998 | 34,964 | 0.01 | 0.01 | -1,014 | -2.82 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $11,430,586 | 75,231 | 0.01 | 0.00 | 2,606 | 3.59 | 12-31-2023 |
