West Branch Capital, LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison: Analysis of Top Performers and New Holdings.

Investing in the stock market is a game that requires constant vigilance and attention to details. Investment funds, such as West Branch Capital, LLC, regularly monitor and adjust their holdings to maximize returns for their clients. In this post, we will analyze the Q4 2022 vs. Q1 2023 13F Holdings Comparison for West Branch Capital LLC and summarize the changes in holdings of this fund.

Before we dive into the details, let us have an overview of the primary terms that we will be using throughout this post. 13F filings are reports sent by institutional investment managers to the Securities and Exchange Commission (SEC) that disclose their holdings in publicly traded companies. These reports are made available to the public and provide insights into the holdings of institutional investors. In this post, we will be analyzing the holdings of West Branch Capital, LLC, as disclosed in their Q4 2022 and Q1 2023 13F filings. The Chg % column represents the percentage change in the number of shares and value of holdings between Q4 2022 and Q1 2023.

Now, let us take a closer look at the changes in holdings for some of the top companies in the fund's portfolio.

Apple (AAPL) maintained its position as the top holding in the fund, with an increase in the number of shares held from 136,658 to 139,803. The value of the holding also increased by 29.8% from $17,755,000 to $23,053,000, making it the most significant contributor to the fund's portfolio gains. Microsoft (MSFT) and NVIDIA Corporation (NVDA) also held their positions as the second and third top holdings, respectively. Both companies saw a marginal increase in their number of shares held by the fund, with the value of holdings increasing by 21.3% and 95.2%, respectively.

Procter and Gamble Co (PG), on the other hand, saw a 2.3% decrease in the value of its holdings in the fund, with the number of shares held remaining relatively the same. Similarly, JPMorgan Chase & Co (JPM) and Johnson & Johnson (JNJ) were not among the top performers for the fund, experiencing a decrease in the value of holdings by 4.5% and 11.7%, respectively.

One of the interesting findings from the Q4 2022 vs. Q1 2023 13F Holdings Comparison is the emergence of new holdings in the fund's portfolio. These include Meta Platforms Inc (META), which saw its value of holdings increase by 47.2%, and Agilon Health Inc (AGL), which saw a significant increase of 72% in the value of its holdings. Broadcom Inc (AVGO) also emerged as a new holding in the portfolio, with the value of its holdings at $1,157,000.

However, not all new holdings performed well, with Tesla Inc (TSLA) experiencing a significant decrease in the value of its holdings by 43.6%. The number of shares held in the company decreased sharply from 7,875 to 2,637, contributing to the drastic decrease in the value of its holdings.

In conclusion, the Q4 2022 vs. Q1 2023 13F Holdings Comparison for West Branch Capital, LLC provides valuable insights into the performance of the fund's holdings. Companies such as Apple, Microsoft, and NVIDIA Corporation maintained their positions as the top-performing holdings, while companies such as JPMorgan Chase & Co and Johnson & Johnson saw a decrease in the value of their holdings. The emergence of new holdings such as Meta Platforms Inc, Agilon Health Inc, and Broadcom Inc in the fund's portfolio is also worth noting. However, as we can see from Tesla Inc's significant decrease, investing in the stock market is always a game of risk, and fund managers should continuously monitor and adjust their holdings to maximize returns for their clients.