Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GRAL | GRAIL INC | Healthcare | 8,279.0 | $428K | 0.10% | — | — | $51.68 | +56.9% |
| 162 | VYM | VANGUARD WHITEHALL FDS | — | 2,873.0 | $426K | 0.10% | — | — | $148.11 | +11.5% |
| 163 | CLS | CELESTICA INC | Technology | 1,502.0 | $423K | 0.10% | -998.0 | -39.9% | $281.68 | +8.7% |
| 164 | ASML | ASML HLDG NV | Technology | 318.0 | $420K | 0.10% | +4.0 | +1.3% | $1320.83 | +31.5% |
| 165 | IUSG | ISHARES TR | — | 2,694.0 | $418K | 0.10% | — | — | $155.11 | +22.0% |
| 166 | ETN | EATON CORP PLC | Industrials | 1,157.0 | $414K | 0.10% | +39.0 | +3.5% | $357.67 | +16.0% |
| 167 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,820.0 | $413K | 0.10% | -2K | -19.3% | $52.76 | +14.7% |
| 168 | GPIQ | GOLDMAN SACHS ETF TR | — | 8,188.0 | $405K | 0.10% | NEW | — | $49.49 | +13.9% |
| 169 | SCHV | SCHWAB STRATEGIC TR | — | 13,277.0 | $405K | 0.10% | — | — | $30.50 | +14.6% |
| 170 | GILD | GILEAD SCIENCES INC | Healthcare | 2,843.0 | $396K | 0.10% | — | — | $139.36 | +7.3% |
| 171 | SHEL | SHELL PLC | Energy | 4,210.0 | $392K | 0.10% | — | — | $93.00 | -1.1% |
| 172 | MLI | MUELLER INDS INC | Industrials | 3,490.0 | $387K | 0.10% | NEW | — | $110.80 | -42.5% |
| 173 | VFC | V F CORP | Consumer Cyclical | 22,461.0 | $382K | 0.09% | NEW | — | $16.99 | -17.8% |
| 174 | URI | UNITED RENTALS INC | Industrials | 523.0 | $381K | 0.09% | — | — | $728.79 | +46.1% |
| 175 | CMCSA | COMCAST CORP NEW | Communication Services | 13,193.0 | $379K | 0.09% | -78.0 | -0.6% | $28.71 | -5.6% |
| 176 | COIN | COINBASE GLOBAL INC | Financial Services | 2,157.0 | $377K | 0.09% | +561.0 | +35.1% | $174.61 | +5.4% |
| 177 | AOM | ISHARES TR | — | 7,941.0 | $376K | 0.09% | +861.0 | +12.2% | $47.37 | +5.3% |
| 178 | KLAC | KLA CORP | Technology | 254.0 | $374K | 0.09% | NEW | — | $1473.36 | -87.8% |
| 179 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 7,432.0 | $373K | 0.09% | +252.0 | +3.5% | $50.20 | +0.8% |
| 180 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,818.0 | $370K | 0.09% | -225.0 | -11.0% | $203.39 | +137.7% |
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%