Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SCHV | SCHWAB STRATEGIC TR | — | 13,277.0 | $462K | 0.10% | — | — | $34.81 | +0.3% |
| 162 | MU CALL | MICRON TECHNOLOGY INC | Technology | 400.0 | $462K | 0.10% | NEW | — | $1154.29 | -19.2% |
| 163 | VYM | VANGUARD WHITEHALL FDS | — | 2,888.0 | $456K | 0.10% | +15.0 | +0.5% | $158.01 | +4.3% |
| 164 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,143.0 | $456K | 0.10% | NEW | — | $212.74 | +4.2% |
| 165 | SNDK CALL | SANDISK CORP | Technology | 200.0 | $455K | 0.10% | -400.0 | -66.7% | $2273.73 | -34.9% |
| 166 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,894.0 | $452K | 0.10% | +169.0 | +3.6% | $92.26 | +21.7% |
| 167 | DFIV | DIMENSIONAL ETF TRUST | — | 8,272.0 | $447K | 0.10% | — | — | $54.02 | +8.1% |
| 168 | EIX | EDISON INTL | Utilities | 5,966.0 | $444K | 0.10% | -225.0 | -3.6% | $74.44 | +0.5% |
| 169 | SMH | VANECK ETF TRUST | — | 674.0 | $442K | 0.10% | NEW | — | $656.28 | -15.3% |
| 170 | ALL | ALLSTATE CORP | Financial Services | 1,819.0 | $433K | 0.10% | +763.0 | +72.2% | $237.95 | +8.3% |
| 171 | ABT | ABBOTT LABORATORIES | Healthcare | 4,734.0 | $430K | 0.09% | +294.0 | +6.6% | $90.74 | +28.0% |
| 172 | MSB | MESABI TR | Financial Services | 16,856.0 | $426K | 0.09% | — | — | $25.30 | -7.6% |
| 173 | GLW | CORNING INC | Technology | 1,592.0 | $407K | 0.09% | -256.0 | -13.8% | $255.48 | -42.4% |
| 174 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,979.0 | $407K | 0.09% | +26.0 | +0.7% | $102.19 | +3.5% |
| 175 | XNTK | SPDR SERIES TRUST | — | 1,033.0 | $404K | 0.09% | — | — | $390.65 | -9.1% |
| 176 | AOM | ISHARES TR | — | 8,074.0 | $403K | 0.09% | +133.0 | +1.7% | $49.89 | +0.2% |
| 177 | GLNG | GOLAR LNG LTD | Energy | 8,073.0 | $402K | 0.09% | -998.0 | -11.0% | $49.84 | +4.4% |
| 178 | FIX | COMFORT SYS USA INC | Industrials | 200.0 | $397K | 0.09% | — | — | $1986.28 | -21.4% |
| 179 | T | AT&T INC | Communication Services | 18,856.0 | $390K | 0.09% | -693.0 | -3.5% | $20.70 | +24.5% |
| 180 | VSS | VANGUARD INTL EQUITY INDEX F | — | 2,527.0 | $390K | 0.09% | — | — | $154.29 | +4.1% |
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%