Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 07-26-2024 | 06-30-2024 | 429 | 269,237,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $32,044,660 | 152,144 | 0.01 | 0.01 | 10,273 | 7.24 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $30,964,091 | 250,640 | 0.01 | 0.01 | 215,676 | 616.85 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $23,766,355 | 53,175 | 0.01 | 0.01 | 6,593 | 14.15 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 4 | $15,226,128 | 83,591 | 0.01 | 0.01 | 2,117 | 2.60 | 06-30-2024 |
