Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,040.0 | $286K | 0.07% | NEW | — | $275.11 | +6.4% |
| 22 | ADBE | ADOBE INC | Technology | 1,137.0 | $276K | 0.07% | NEW | — | $243.10 | +11.5% |
| 23 | FIX | COMFORT SYS USA INC | Industrials | 200.0 | $276K | 0.07% | NEW | — | $1381.42 | +16.1% |
| 24 | UBER | UBER TECHNOLOGIES INC | Technology | 3,760.0 | $270K | 0.07% | NEW | — | $71.93 | +11.6% |
| 25 | INMD | INMODE LTD | Healthcare | 19,500.0 | $267K | 0.07% | NEW | — | $13.68 | +9.5% |
| 26 | GLW | CORNING INC | Technology | 1,848.0 | $251K | 0.06% | NEW | — | $135.94 | +9.1% |
| 27 | CMI | CUMMINS INC | Industrials | 459.0 | $247K | 0.06% | NEW | — | $537.74 | +7.7% |
| 28 | ESLT | ELBIT SYS LTD | Industrials | 280.0 | $238K | 0.06% | NEW | — | $849.09 | -15.6% |
| 29 | NVS | NOVARTIS AG | Healthcare | 1,498.0 | $229K | 0.06% | NEW | — | $152.73 | +4.1% |
| 30 | SNOW | SNOWFLAKE INC | Technology | 1,511.0 | $228K | 0.06% | NEW | — | $150.82 | +108.6% |
| 31 | AMAT | APPLIED MATLS INC | Technology | 663.0 | $227K | 0.06% | NEW | — | $341.79 | +39.1% |
| 32 | TXN | TEXAS INSTRS INC | Technology | 1,109.0 | $215K | 0.05% | NEW | — | $194.12 | +33.6% |
| 33 | SNDK CALL | SANDISK CORP | Technology | 600.0 | $204K | 0.05% | NEW | — | $339.83 | +330.7% |
| 34 | IWM PUT | ISHARES TR | — | 86,200.0 | $186K | 0.05% | NEW | — | $2.16 | +13724.0% |
| 35 | CRBU | CARIBOU BIOSCIENCES INC | Healthcare | 19,609.0 | $37K | 0.01% | NEW | — | $1.90 | -11.5% |
| 36 | FNGR | FINGERMOTION INC | Communication Services | 20,000.0 | $20K | 0.01% | NEW | — | $0.99 | -83.4% |
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
45.5%
Financial Services
13.8%
Healthcare
10.3%
Consumer Cyclical
7.8%
Communication Services
7.2%
Consumer Defensive
6.0%
Industrials
4.9%
Energy
2.7%
Utilities
1.3%
Basic Materials
0.4%