Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | GEV | GE VERNOVA INC | Utilities | 429.0 | $281K | 0.07% | NEW | — | $653.89 | +52.3% |
| 202 | CVS | CVS HEALTH CORP | Healthcare | 3,493.0 | $277K | 0.07% | NEW | — | $79.37 | +17.1% |
| 203 | B | BARRICK MNG CORP | Basic Materials | 6,338.0 | $276K | 0.07% | NEW | — | $43.55 | -4.2% |
| 204 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 585.0 | $274K | 0.07% | NEW | — | $468.77 | +43.1% |
| 205 | ED | CONSOLIDATED EDISON INC | Utilities | 2,757.0 | $274K | 0.07% | NEW | — | $99.32 | +7.0% |
| 206 | DFIV | DIMENSIONAL ETF TRUST | — | 5,481.0 | $274K | 0.07% | NEW | — | $49.90 | +11.4% |
| 207 | IDXX | IDEXX LABS INC | Healthcare | 400.0 | $271K | 0.07% | NEW | — | $676.53 | -16.0% |
| 208 | MAT | MATTEL INC | Consumer Cyclical | 13,637.0 | $271K | 0.07% | NEW | — | $19.84 | -24.9% |
| 209 | MMM | 3M CO | Industrials | 1,687.0 | $270K | 0.07% | NEW | — | $160.13 | -4.5% |
| 210 | IJK | ISHARES TR | — | 2,776.0 | $269K | 0.07% | NEW | — | $96.88 | +17.2% |
| 211 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,740.0 | $267K | 0.07% | NEW | — | $153.57 | +0.9% |
| 212 | CWB | SPDR SERIES TRUST | — | 2,950.0 | $263K | 0.07% | NEW | — | $89.20 | +20.8% |
| 213 | TME | TENCENT MUSIC ENTMT GROUP | Communication Services | 15,000.0 | $263K | 0.07% | NEW | — | $17.53 | -48.1% |
| 214 | QDF | FLEXSHARES TR | — | 3,213.0 | $260K | 0.07% | NEW | — | $80.81 | +10.2% |
| 215 | PFE | PFIZER INC | Healthcare | 10,402.0 | $259K | 0.07% | NEW | — | $24.90 | +5.0% |
| 216 | TECL | DIREXION SHS ETF TR | — | 2,199.0 | $258K | 0.06% | NEW | — | $117.51 | +95.9% |
| 217 | XLE | SELECT SECTOR SPDR TR | — | 5,700.0 | $255K | 0.06% | NEW | — | $44.71 | +27.3% |
| 218 | TRV | TRAVELERS COMPANIES INC | Financial Services | 868.0 | $252K | 0.06% | NEW | — | $289.97 | +1.5% |
| 219 | VNQ | VANGUARD INDEX FDS | — | 2,837.0 | $251K | 0.06% | NEW | — | $88.48 | +9.1% |
| 220 | ACWI | ISHARES TR | — | 1,748.0 | $247K | 0.06% | NEW | — | $141.48 | +11.9% |
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%