Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MMM | 3M CO | Industrials | 1,668.0 | $242K | 0.06% | -19.0 | -1.1% | $145.20 | +23.5% |
| 42 | PAYX | PAYCHEX INC | Industrials | 2,515.0 | $232K | 0.06% | -74.0 | -2.9% | $92.12 | +35.7% |
| 43 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,410.0 | $222K | 0.06% | -101.0 | -6.7% | $157.28 | +2.9% |
| 44 | RDDT | REDDIT INC | Communication Services | 1,607.0 | $216K | 0.05% | -907.0 | -36.1% | $134.65 | +20.6% |
| 45 | CRM | SALESFORCE INC | Technology | 1,134.0 | $212K | 0.05% | -103.0 | -8.3% | $186.73 | +10.2% |
| 46 | ACN | ACCENTURE PLC IRELAND | Technology | 1,030.0 | $204K | 0.05% | -105.0 | -9.2% | $198.29 | -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
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%