Portfolio (Quarterly)
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Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,135.0 | $313K | 0.08% | +3K | +71.8% | $38.42 | +15.7% |
| 202 | C | CITIGROUP INC | Financial Services | 2,753.0 | $312K | 0.08% | NEW | — | $113.39 | +17.8% |
| 203 | ED | CONSOLIDATED EDISON INC | Utilities | 2,757.0 | $312K | 0.08% | — | — | $113.18 | -4.5% |
| 204 | VXF | VANGUARD INDEX FDS | — | 1,476.0 | $304K | 0.07% | — | — | $205.80 | +18.7% |
| 205 | NTHI | NEONC TECHNOLOGIES HLDGS INC | Healthcare | 43,320.0 | $304K | 0.07% | — | — | $7.01 | -35.0% |
| 206 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 18,574.0 | $295K | 0.07% | NEW | — | $15.88 | +18.6% |
| 207 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 69.0 | $291K | 0.07% | -1.0 | -1.4% | $168.44 | +24.0% |
| 208 | MS | MORGAN STANLEY | Financial Services | 1,744.0 | $287K | 0.07% | -38.0 | -2.1% | $164.61 | +30.0% |
| 209 | TQQQ | PROSHARES TR | — | 6,867.0 | $286K | 0.07% | -354.0 | -4.9% | $41.68 | +69.1% |
| 210 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,040.0 | $286K | 0.07% | NEW | — | $275.11 | +5.4% |
| 211 | IJK | ISHARES TR | — | 2,776.0 | $279K | 0.07% | — | — | $100.62 | +14.7% |
| 212 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,000.0 | $278K | 0.07% | — | — | $277.87 | +20.4% |
| 213 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,740.0 | $278K | 0.07% | — | — | $159.66 | -14.3% |
| 214 | RL | RALPH LAUREN CORP | Consumer Cyclical | 804.0 | $277K | 0.07% | — | — | $343.99 | +5.3% |
| 215 | ADBE | ADOBE INC | Technology | 1,137.0 | $276K | 0.07% | NEW | — | $243.10 | +12.5% |
| 216 | FIX | COMFORT SYS USA INC | Industrials | 200.0 | $276K | 0.07% | NEW | — | $1381.42 | +17.0% |
| 217 | UBER | UBER TECHNOLOGIES INC | Technology | 3,760.0 | $270K | 0.07% | NEW | — | $71.93 | +9.1% |
| 218 | CWB | SPDR SERIES TRUST | — | 2,955.0 | $270K | 0.07% | — | — | $91.51 | +13.4% |
| 219 | INMD | INMODE LTD | Healthcare | 19,500.0 | $267K | 0.07% | NEW | — | $13.68 | +9.1% |
| 220 | SYK | STRYKER CORPORATION | Healthcare | 803.0 | $264K | 0.07% | +128.0 | +19.0% | $328.59 | +0.3% |
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%