Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ACWI | ISHARES TR | — | 1,343.0 | $211K | 0.05% | NEW | — | $156.94 | +2.5% |
| 22 | SPYM | SPDR SERIES TRUST | — | 2,302.0 | $202K | 0.04% | NEW | — | $87.89 | +2.5% |
| 23 | ANET | ARISTA NETWORKS INC | Technology | 1,182.0 | $201K | 0.04% | NEW | — | $169.88 | +11.5% |
| 24 | WDC CALL | WESTERN DIGITAL CORP | Technology | 300.0 | $192K | 0.04% | NEW | — | $638.72 | -30.4% |
| 25 | CLS CALL | CELESTICA INC | Technology | 400.0 | $146K | 0.03% | NEW | — | $364.80 | -16.5% |
| 26 | AAPL CALL | APPLE INC | Technology | 500.0 | $145K | 0.03% | NEW | — | $289.36 | +6.8% |
| 27 | SNDK | SANDISK CORP | Technology | 61.0 | $139K | 0.03% | NEW | — | $2275.69 | -35.1% |
| 28 | WDC | WESTERN DIGITAL CORP | Technology | 215.0 | $137K | 0.03% | NEW | — | $638.78 | -30.4% |
| 29 | LLY CALL | ELI LILLY & CO | Healthcare | 100.0 | $120K | 0.03% | NEW | — | $1199.43 | +3.6% |
| 30 | GEV CALL | GE VERNOVA INC | Utilities | 100.0 | $117K | 0.03% | NEW | — | $1174.86 | -21.2% |
| 31 | STX CALL | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 100.0 | $96K | 0.02% | NEW | — | $965.00 | -15.1% |
| 32 | TSLA CALL | TESLA INC | Consumer Cyclical | 200.0 | $84K | 0.02% | NEW | — | $420.60 | -16.4% |
| 33 | BLND | BLEND LABS INC | Technology | 45,000.0 | $77K | 0.02% | NEW | — | $1.71 | -12.9% |
| 34 | ALLO | ALLOGENE THERAPEUTICS INC | Healthcare | 36,000.0 | $75K | 0.02% | NEW | — | $2.08 | +4.6% |
| 35 | AMAT CALL | APPLIED MATLS INC | Technology | 100.0 | $72K | 0.02% | NEW | — | $723.00 | -33.6% |
| 36 | NVDA CALL | NVIDIA CORPORATION | Technology | 300.0 | $60K | 0.01% | NEW | — | $200.09 | +6.0% |
| 37 | TSM CALL | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 100.0 | $48K | 0.01% | NEW | — | $477.57 | -12.8% |
| 38 | SOXL | DIREXION SHARES ETF TRUST | — | 150.0 | $40K | 0.01% | NEW | — | $266.71 | -56.8% |
| 39 | AVGO CALL | BROADCOM INC | Technology | 100.0 | $38K | 0.01% | NEW | — | $377.75 | -5.7% |
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%