Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CVX | CHEVRON CORPORATION | Energy | 3,632.0 | $751K | 0.18% | -80.0 | -2.2% | $206.90 | -3.4% |
| 102 | VB | VANGUARD INDEX FDS | — | 2,836.0 | $743K | 0.18% | -276.0 | -8.9% | $261.89 | +15.7% |
| 103 | PANW | PALO ALTO NETWORKS INC | Technology | 4,600.0 | $737K | 0.18% | NEW | — | $160.32 | +112.0% |
| 104 | PEP | PEPSICO INC | Consumer Defensive | 4,693.0 | $729K | 0.18% | +681.0 | +17.0% | $155.30 | -8.4% |
| 105 | DFAT | DIMENSIONAL ETF TRUST | — | 11,656.0 | $728K | 0.18% | +3K | +31.3% | $62.45 | +14.1% |
| 106 | IWD | ISHARES TR | — | 3,388.0 | $724K | 0.18% | — | — | $213.69 | +20.9% |
| 107 | VTV | VANGUARD INDEX FDS | — | 3,663.0 | $719K | 0.18% | — | — | $196.18 | +15.6% |
| 108 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13,160.0 | $711K | 0.17% | +128.0 | +1.0% | $54.05 | +12.2% |
| 109 | VCIT | VANGUARD SCOTTSDALE FDS | — | 8,420.0 | $697K | 0.17% | NEW | — | $82.75 | -1.4% |
| 110 | NEE | NEXTERA ENERGY INC | Utilities | 7,402.0 | $688K | 0.17% | +742.0 | +11.1% | $92.88 | -9.3% |
| 111 | VTES | VANGUARD WELLINGTON FD | — | 6,797.0 | $687K | 0.17% | NEW | — | $101.14 | -0.2% |
| 112 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,204.0 | $685K | 0.17% | +31.0 | +1.4% | $310.79 | -13.7% |
| 113 | MA | MASTERCARD INCORPORATED | Financial Services | 1,352.0 | $676K | 0.17% | -11.0 | -0.8% | $499.82 | +19.9% |
| 114 | LRCX | LAM RESEARCH CORP | Technology | 3,130.0 | $669K | 0.17% | +34.0 | +1.1% | $213.66 | +47.3% |
| 115 | MGK | VANGUARD WORLD FD | — | 1,785.0 | $656K | 0.16% | — | — | $367.44 | -75.8% |
| 116 | GEV | GE VERNOVA INC | Utilities | 750.0 | $655K | 0.16% | +321.0 | +74.8% | $873.23 | +6.1% |
| 117 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,665.0 | $650K | 0.16% | +1K | +184.6% | $97.60 | +89.9% |
| 118 | VHT | VANGUARD WORLD FD | — | 2,352.0 | $641K | 0.16% | — | — | $272.33 | +20.8% |
| 119 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 10,367.0 | $629K | 0.15% | — | — | $60.65 | +12.0% |
| 120 | SHOP | SHOPIFY INC | Technology | 5,300.0 | $629K | 0.15% | -77.0 | -1.4% | $118.62 | +29.7% |
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
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%