Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,562.0 | $1.1M | 0.27% | +1K | +63.0% | $302.49 | +4.2% |
| 42 | VCSH | VANGUARD SCOTTSDALE FDS | — | 13,508.0 | $1.1M | 0.26% | +364.0 | +2.8% | $79.27 | -0.2% |
| 43 | VGT | VANGUARD WORLD FD | — | 1,500.0 | $1.0M | 0.26% | +150.0 | +11.1% | $697.85 | -83.0% |
| 44 | SCZ | ISHARES TR | — | 12,566.0 | $985K | 0.24% | +492.0 | +4.1% | $78.41 | +9.8% |
| 45 | SCHB | SCHWAB STRATEGIC TR | — | 36,526.0 | $917K | 0.23% | +4K | +11.2% | $25.10 | +16.0% |
| 46 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2,481.0 | $838K | 0.21% | +305.0 | +14.0% | $337.91 | +25.7% |
| 47 | UPRO | PROSHARES TR | — | 8,486.0 | $823K | 0.20% | +109.0 | +1.3% | $96.98 | +52.8% |
| 48 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 922.0 | $780K | 0.19% | +460.0 | +99.6% | $845.84 | +19.2% |
| 49 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,276.0 | $771K | 0.19% | +21.0 | +1.7% | $604.42 | -11.1% |
| 50 | PEP | PEPSICO INC | Consumer Defensive | 4,693.0 | $729K | 0.18% | +681.0 | +17.0% | $155.30 | -5.8% |
| 51 | DFAT | DIMENSIONAL ETF TRUST | — | 11,656.0 | $728K | 0.18% | +3K | +31.3% | $62.45 | +8.2% |
| 52 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13,160.0 | $711K | 0.17% | +128.0 | +1.0% | $54.05 | +10.8% |
| 53 | NEE | NEXTERA ENERGY INC | Utilities | 7,402.0 | $688K | 0.17% | +742.0 | +11.1% | $92.88 | -6.1% |
| 54 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,204.0 | $685K | 0.17% | +31.0 | +1.4% | $310.79 | -10.6% |
| 55 | LRCX | LAM RESEARCH CORP | Technology | 3,130.0 | $669K | 0.17% | +34.0 | +1.1% | $213.66 | +48.8% |
| 56 | GEV | GE VERNOVA INC | Utilities | 750.0 | $655K | 0.16% | +321.0 | +74.8% | $873.23 | +14.1% |
| 57 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,665.0 | $650K | 0.16% | +1K | +184.6% | $390.41 | +71.9% |
| 58 | MRK | MERCK & CO INC | Healthcare | 4,890.0 | $588K | 0.14% | +319.0 | +7.0% | $120.28 | -0.3% |
| 59 | UNP | UNION PAC CORP | Industrials | 2,313.0 | $561K | 0.14% | +408.0 | +21.4% | $242.66 | +15.1% |
| 60 | CSCO | CISCO SYS INC | Technology | 7,223.0 | $560K | 0.14% | +2K | +42.0% | $77.59 | +52.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.6%
Financial Services
13.8%
Healthcare
10.1%
Communication Services
8.7%
Consumer Cyclical
7.6%
Consumer Defensive
5.9%
Industrials
4.8%
Energy
2.6%
Utilities
1.3%
Basic Materials
0.4%