Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CSX | CSX CORP | Industrials | 11,664.0 | $554K | 0.12% | +244.0 | +2.1% | $47.53 | +8.4% |
| 62 | IXUS | ISHARES TR | — | 5,563.0 | $531K | 0.12% | +114.0 | +2.1% | $95.45 | +3.1% |
| 63 | DUK | DUKE ENERGY CORP NEW | Utilities | 4,144.0 | $525K | 0.12% | +110.0 | +2.7% | $126.58 | -3.9% |
| 64 | ETN | EATON CORP PLC | Industrials | 1,214.0 | $517K | 0.11% | +57.0 | +4.9% | $426.12 | -4.0% |
| 65 | AMAT | APPLIED MATLS INC | Technology | 706.0 | $510K | 0.11% | +43.0 | +6.5% | $723.00 | -33.6% |
| 66 | RTX | RTX CORPORATION | Industrials | 2,564.0 | $486K | 0.11% | +655.0 | +34.3% | $189.74 | +10.8% |
| 67 | MS | MORGAN STANLEY | Financial Services | 2,231.0 | $466K | 0.10% | +487.0 | +27.9% | $209.03 | +3.7% |
| 68 | VYM | VANGUARD WHITEHALL FDS | — | 2,888.0 | $456K | 0.10% | +15.0 | +0.5% | $158.01 | +4.3% |
| 69 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,894.0 | $452K | 0.10% | +169.0 | +3.6% | $92.26 | +21.7% |
| 70 | ALL | ALLSTATE CORP | Financial Services | 1,819.0 | $433K | 0.10% | +763.0 | +72.2% | $237.95 | +8.3% |
| 71 | ABT | ABBOTT LABORATORIES | Healthcare | 4,734.0 | $430K | 0.09% | +294.0 | +6.6% | $90.74 | +28.0% |
| 72 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,979.0 | $407K | 0.09% | +26.0 | +0.7% | $102.19 | +3.5% |
| 73 | AOM | ISHARES TR | — | 8,074.0 | $403K | 0.09% | +133.0 | +1.7% | $49.89 | +0.2% |
| 74 | TXN | TEXAS INSTRS INC | Technology | 1,243.0 | $370K | 0.08% | +134.0 | +12.1% | $298.05 | -12.7% |
| 75 | CVNA | CARVANA CO | Consumer Cyclical | 5,580.0 | $367K | 0.08% | +4K | +405.9% | $65.82 | +15.1% |
| 76 | GILD | GILEAD SCIENCES INC | Healthcare | 2,887.0 | $365K | 0.08% | +44.0 | +1.6% | $126.32 | +17.8% |
| 77 | FENI | FIDELITY COVINGTON TRUST | — | 9,036.0 | $363K | 0.08% | +82.0 | +0.9% | $40.13 | +4.4% |
| 78 | WM | WASTE MGMT INC DEL | Industrials | 1,574.0 | $351K | 0.08% | +105.0 | +7.2% | $222.92 | -0.4% |
| 79 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,033.0 | $341K | 0.07% | +164.0 | +18.9% | $330.17 | +12.0% |
| 80 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,490.0 | $317K | 0.07% | +58.0 | +0.8% | $42.34 | +18.7% |
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%