Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 170,045.0 | $46.2M | 11.53% | NEW | — | $271.86 | +15.0% |
| 2 | MSFT | MICROSOFT CORP | Technology | 35,773.0 | $17.3M | 4.31% | NEW | — | $483.62 | -11.7% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 89,784.0 | $16.7M | 4.17% | NEW | — | $186.50 | +14.9% |
| 4 | AVGO | BROADCOM INC | Technology | 48,224.0 | $16.7M | 4.16% | NEW | — | $346.10 | +23.3% |
| 5 | VOO | VANGUARD INDEX FDS | — | 23,654.0 | $14.8M | 3.70% | NEW | — | $627.14 | +10.6% |
| 6 | CACI | CACI INTL INC | Technology | 21,316.0 | $11.4M | 2.83% | NEW | — | $532.81 | -1.9% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 41,818.0 | $9.7M | 2.41% | NEW | — | $230.82 | +18.7% |
| 8 | SPY | SPDR S&P 500 ETF TR | Financial Services | 13,741.0 | $9.4M | 2.34% | NEW | — | $681.92 | +10.7% |
| 9 | GOOGL | ALPHABET INC | Communication Services | 28,644.0 | $9.0M | 2.23% | NEW | — | $313.00 | +24.6% |
| 10 | — | BERKSHIRE HATHAWAY INC DEL | — | 17,049.0 | $8.6M | 2.14% | NEW | — | $502.65 | — |
| 11 | IVV | ISHARES TR | — | 11,577.0 | $7.9M | 1.98% | NEW | — | $684.94 | +10.7% |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | — | 54,530.0 | $7.7M | 1.92% | NEW | — | $141.06 | +11.9% |
| 13 | VTI | VANGUARD INDEX FDS | — | 21,105.0 | $7.1M | 1.76% | NEW | — | $335.27 | +10.9% |
| 14 | WMT | WALMART INC | Consumer Defensive | 54,968.0 | $6.1M | 1.53% | NEW | — | $111.41 | +6.7% |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 19,288.0 | $5.7M | 1.42% | NEW | — | $296.20 | -10.8% |
| 16 | ILMN | ILLUMINA INC | Healthcare | 40,103.0 | $5.3M | 1.31% | NEW | — | $131.16 | +21.0% |
| 17 | QQQ | INVESCO QQQ TR | Financial Services | 7,919.0 | $4.9M | 1.21% | NEW | — | $614.28 | +19.8% |
| 18 | GOOG | ALPHABET INC | Communication Services | 13,353.0 | $4.2M | 1.04% | NEW | — | $313.80 | +23.0% |
| 19 | ORCL | ORACLE CORP | Technology | 18,909.0 | $3.7M | 0.92% | NEW | — | $194.91 | +4.5% |
| 20 | META | META PLATFORMS INC | Communication Services | 5,509.0 | $3.6M | 0.91% | NEW | — | $660.09 | -3.8% |
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
47.3%
Financial Services
14.8%
Healthcare
9.6%
Communication Services
8.9%
Consumer Cyclical
7.3%
Consumer Defensive
5.1%
Industrials
3.8%
Energy
1.7%
Utilities
1.0%
Basic Materials
0.4%