Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | CRBU | CARIBOU BIOSCIENCES INC | Healthcare | 19,609.0 | $37K | 0.01% | NEW | — | $1.90 | +22.4% |
| 262 | OPK | OPKO HEALTH INC | Healthcare | 18,550.0 | $21K | 0.01% | — | — | $1.14 | +23.2% |
| 263 | FNGR | FINGERMOTION INC | Communication Services | 20,000.0 | $20K | 0.01% | NEW | — | $0.99 | -21.6% |
| 264 | FATE | FATE THERAPEUTICS INC | Healthcare | 10,098.0 | $12K | 0.00% | — | — | $1.20 | +108.7% |
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
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%