Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 184,506.0 | $53.4M | 11.68% | +12K | +6.8% | $289.36 | +7.1% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 94,179.0 | $18.8M | 4.12% | +5K | +5.2% | $200.09 | +9.8% |
| 3 | AVGO | BROADCOM INC | Technology | 48,478.0 | $18.3M | 4.01% | +250.0 | +0.5% | $377.75 | +0.6% |
| 4 | VOO | VANGUARD INDEX FDS | — | 26,595.0 | $18.3M | 4.00% | +2K | +10.4% | $686.82 | +2.7% |
| 5 | MSFT | MICROSOFT CORP | Technology | 38,728.0 | $14.4M | 3.16% | +744.0 | +2.0% | $373.02 | +29.1% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 49,396.0 | $11.8M | 2.58% | +1K | +2.9% | $238.34 | +8.9% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 14,760.0 | $11.0M | 2.41% | +1K | +10.4% | $746.77 | +2.8% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 30,699.0 | $11.0M | 2.40% | -2K | -6.3% | $357.37 | -3.7% |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | — | 59,056.0 | $9.3M | 2.03% | +3K | +5.8% | $156.95 | +2.0% |
| 10 | IVV | ISHARES TR | — | 12,109.0 | $9.1M | 1.98% | +447.0 | +3.8% | $748.91 | +2.9% |
| 11 | CACI | CACI INTL INC | Technology | 19,469.0 | $9.0M | 1.97% | -2K | -8.7% | $463.26 | +41.7% |
| 12 | — | BERKSHIRE HATHAWAY INC DEL | — | 17,149.0 | $8.6M | 1.88% | -1K | -6.4% | $500.39 | — |
| 13 | VTI | VANGUARD INDEX FDS | — | 20,921.0 | $7.7M | 1.69% | +519.0 | +2.5% | $370.05 | +2.4% |
| 14 | WMT | WALMART INC | Consumer Defensive | 57,307.0 | $6.5M | 1.42% | — | — | $113.26 | +1.7% |
| 15 | QQQ | INVESCO QQQ TR | Financial Services | 8,128.0 | $6.0M | 1.31% | -1K | -13.6% | $736.42 | -2.6% |
| 16 | GOOG | ALPHABET INC | Communication Services | 16,453.0 | $5.8M | 1.27% | +417.0 | +2.6% | $353.32 | -3.4% |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 19,639.0 | $5.5M | 1.21% | +284.0 | +1.5% | $281.21 | -17.3% |
| 18 | MRVL | MARVELL TECHNOLOGY INC | Technology | 13,807.0 | $4.1M | 0.90% | +453.0 | +3.4% | $297.88 | -27.5% |
| 19 | IJR | ISHARES TR | — | 27,146.0 | $4.0M | 0.88% | +844.0 | +3.2% | $148.31 | -0.4% |
| 20 | ILMN | ILLUMINA INC | Healthcare | 22,726.0 | $4.0M | 0.87% | -12K | -35.3% | $175.83 | +7.1% |
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
48.6%
Financial Services
14.0%
Communication Services
8.6%
Consumer Cyclical
8.2%
Healthcare
7.6%
Consumer Defensive
5.1%
Industrials
4.3%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%