Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | KO | COCA COLA CO | Consumer Defensive | 13,166.0 | $1.1M | 0.23% | +883.0 | +7.2% | $81.27 | +12.8% |
| 42 | SCZ | ISHARES TR | — | 12,829.0 | $1.1M | 0.23% | +263.0 | +2.1% | $82.27 | +6.2% |
| 43 | VWO | VANGUARD INTL EQUITY INDEX F | — | 17,655.0 | $1.1M | 0.23% | +4K | +34.2% | $59.69 | +1.6% |
| 44 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 992.0 | $1.0M | 0.22% | +70.0 | +7.6% | $1011.43 | +4.7% |
| 45 | GEV | GE VERNOVA INC | Utilities | 851.0 | $1.0M | 0.22% | +101.0 | +13.5% | $1175.32 | -21.2% |
| 46 | IEMG | ISHARES INC | — | 11,308.0 | $937K | 0.20% | +4K | +48.3% | $82.84 | -1.1% |
| 47 | IJH | ISHARES TR | — | 11,964.0 | $923K | 0.20% | +459.0 | +4.0% | $77.11 | -1.3% |
| 48 | NTHI | NEONC TECHNOLOGIES HLDGS INC | Healthcare | 197,178.0 | $893K | 0.20% | +154K | +355.2% | $4.53 | +4.0% |
| 49 | MGK | VANGUARD WORLD FD | — | 8,906.0 | $783K | 0.17% | +7K | +398.9% | $87.91 | +1.1% |
| 50 | UNP | UNION PAC CORP | Industrials | 2,817.0 | $766K | 0.17% | +504.0 | +21.8% | $272.01 | +13.8% |
| 51 | NEE | NEXTERA ENERGY INC | Utilities | 8,630.0 | $757K | 0.17% | +1K | +16.6% | $87.77 | -4.0% |
| 52 | SHOP | SHOPIFY INC | Technology | 5,806.0 | $663K | 0.14% | +506.0 | +9.6% | $114.18 | +34.8% |
| 53 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,284.0 | $654K | 0.14% | +8.0 | +0.6% | $509.54 | +9.2% |
| 54 | MRK | MERCK & CO INC | Healthcare | 5,013.0 | $644K | 0.14% | +123.0 | +2.5% | $128.49 | +21.7% |
| 55 | TQQQ | PROSHARES TR | — | 7,675.0 | $622K | 0.14% | +808.0 | +11.8% | $81.00 | -13.2% |
| 56 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,245.0 | $607K | 0.13% | +41.0 | +1.9% | $270.34 | -0.8% |
| 57 | DE | DEERE & CO | Industrials | 953.0 | $604K | 0.13% | +30.0 | +3.2% | $634.18 | -0.6% |
| 58 | URI | UNITED RENTALS INC | Industrials | 527.0 | $597K | 0.13% | +4.0 | +0.8% | $1133.27 | -7.1% |
| 59 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,093.0 | $582K | 0.13% | +59.0 | +0.7% | $71.95 | -5.4% |
| 60 | CLS | CELESTICA INC | Technology | 1,528.0 | $557K | 0.12% | +26.0 | +1.7% | $364.80 | -15.9% |
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
49.6%
Financial Services
14.1%
Consumer Cyclical
8.4%
Healthcare
7.7%
Communication Services
6.8%
Consumer Defensive
5.2%
Industrials
4.4%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%