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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $406M AUM 264 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 89 Added 46 Reduced 18 Exited
Page 3 of 3  ·  46 positions
# 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 +4.6%
42 PAYX PAYCHEX INC Industrials 2,515.0 $232K 0.06% -74.0 -2.9% $92.12 +3.7%
43 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,410.0 $222K 0.06% -101.0 -6.7% $157.28 -5.7%
44 RDDT REDDIT INC Communication Services 1,607.0 $216K 0.05% -907.0 -36.1% $134.65 +21.8%
45 CRM SALESFORCE INC Technology 1,134.0 $212K 0.05% -103.0 -8.3% $186.73 -4.2%
46 ACN ACCENTURE PLC IRELAND Technology 1,030.0 $204K 0.05% -105.0 -9.2% $198.29 -10.0%
Page 3 of 3  ·  46 positions

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%