Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | MA | MASTERCARD INCORPORATED | Financial Services | 1,352.0 | $676K | 0.17% | -11.0 | -0.8% | $499.82 | -2.1% |
| 22 | SHOP | SHOPIFY INC | Technology | 5,300.0 | $629K | 0.15% | -77.0 | -1.4% | $118.62 | -4.8% |
| 23 | LOW | LOWES COS INC | Consumer Cyclical | 2,392.0 | $565K | 0.14% | -34.0 | -1.4% | $236.26 | -8.0% |
| 24 | IWR | ISHARES TR | — | 5,573.0 | $542K | 0.13% | -133.0 | -2.3% | $97.23 | +10.3% |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,096.0 | $539K | 0.13% | -151.0 | -12.1% | $491.60 | -0.8% |
| 26 | MSB | MESABI TR | Financial Services | 16,856.0 | $530K | 0.13% | -4K | -19.2% | $31.43 | -17.1% |
| 27 | DUK | DUKE ENERGY CORP NEW | Utilities | 4,034.0 | $528K | 0.13% | -66.0 | -1.6% | $130.93 | -5.1% |
| 28 | IYR | ISHARES TR | — | 5,002.0 | $473K | 0.12% | -36.0 | -0.7% | $94.56 | +8.6% |
| 29 | CLS | CELESTICA INC | Technology | 1,502.0 | $423K | 0.10% | -998.0 | -39.9% | $281.68 | +26.0% |
| 30 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,820.0 | $413K | 0.10% | -2K | -19.3% | $52.76 | +8.0% |
| 31 | CMCSA | COMCAST CORP NEW | Communication Services | 13,193.0 | $379K | 0.09% | -78.0 | -0.6% | $28.71 | -12.9% |
| 32 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,818.0 | $370K | 0.09% | -225.0 | -11.0% | $203.39 | +154.6% |
| 33 | RTX | RTX CORPORATION | Industrials | 1,909.0 | $368K | 0.09% | -56.0 | -2.9% | $192.86 | -6.9% |
| 34 | CUSD | TRUST FOR PROFESSIONAL MANAG | — | 17,831.0 | $349K | 0.09% | -7K | -28.5% | $19.56 | +0.7% |
| 35 | CVNA | CARVANA CO | Consumer Cyclical | 1,103.0 | $347K | 0.09% | -14.0 | -1.2% | $314.38 | -76.4% |
| 36 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,578.0 | $328K | 0.08% | -33.0 | -2.0% | $208.12 | +5.8% |
| 37 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,184.0 | $319K | 0.08% | -254.0 | -10.4% | $146.28 | -2.9% |
| 38 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 69.0 | $291K | 0.07% | -1.0 | -1.4% | $4211.03 | -96.0% |
| 39 | MS | MORGAN STANLEY | Financial Services | 1,744.0 | $287K | 0.07% | -38.0 | -2.1% | $164.61 | +23.7% |
| 40 | TQQQ | PROSHARES TR | — | 6,867.0 | $286K | 0.07% | -354.0 | -4.9% | $41.68 | +101.2% |
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%