Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,524.0 | $638K | 0.14% | — | — | $180.94 | +7.2% |
| 122 | PEP | PEPSICO INC | Consumer Defensive | 4,693.0 | $635K | 0.14% | — | — | $135.41 | +5.1% |
| 123 | ASML | ASML HLDG NV | Technology | 318.0 | $633K | 0.14% | — | — | $1989.44 | -12.3% |
| 124 | TQQQ | PROSHARES TR | — | 7,675.0 | $622K | 0.14% | +808.0 | +11.8% | $81.00 | -13.2% |
| 125 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,360.0 | $616K | 0.14% | — | — | $83.75 | +2.8% |
| 126 | IWR | ISHARES TR | — | 5,568.0 | $614K | 0.13% | — | — | $110.32 | +2.4% |
| 127 | IDEV | ISHARES TR | — | 6,827.0 | $608K | 0.13% | NEW | — | $89.01 | +5.4% |
| 128 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,245.0 | $607K | 0.13% | +41.0 | +1.9% | $270.34 | -0.8% |
| 129 | DE | DEERE & CO | Industrials | 953.0 | $604K | 0.13% | +30.0 | +3.2% | $634.18 | -0.6% |
| 130 | CVX | CHEVRON CORPORATION | Energy | 3,644.0 | $604K | 0.13% | — | — | $165.77 | +20.6% |
| 131 | URI | UNITED RENTALS INC | Industrials | 527.0 | $597K | 0.13% | +4.0 | +0.8% | $1133.27 | -7.1% |
| 132 | APOS | APOLLO GLOBAL MGMT INC | — | 5,000.0 | $592K | 0.13% | — | — | $118.31 | — |
| 133 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 10,185.0 | $587K | 0.13% | -182.0 | -1.8% | $57.62 | +17.9% |
| 134 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,093.0 | $582K | 0.13% | +59.0 | +0.7% | $71.95 | -5.4% |
| 135 | GRAL | GRAIL INC | Healthcare | 8,312.0 | $567K | 0.12% | — | — | $68.27 | +20.9% |
| 136 | PXH | INVESCO EXCH TRADED FD TR II | — | 20,107.0 | $561K | 0.12% | — | — | $27.88 | +5.4% |
| 137 | CLS | CELESTICA INC | Technology | 1,528.0 | $557K | 0.12% | +26.0 | +1.7% | $364.80 | -15.9% |
| 138 | CSX | CSX CORP | Industrials | 11,664.0 | $554K | 0.12% | +244.0 | +2.1% | $47.53 | +8.4% |
| 139 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,076.0 | $540K | 0.12% | -20.0 | -1.8% | $501.43 | +25.3% |
| 140 | DGRO | ISHARES TR | — | 7,100.0 | $538K | 0.12% | NEW | — | $75.79 | +5.3% |
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
49.6%
Financial Services
14.1%
Consumer Cyclical
8.4%
Healthcare
7.7%
Communication Services
6.8%
Consumer Defensive
5.2%
Industrials
4.4%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%