Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ORCL | ORACLE CORP | Technology | 19,689.0 | $2.9M | 0.63% | +324.0 | +1.7% | $146.55 | -2.6% |
| 22 | WFC | WELLS FARGO & CO | Financial Services | 31,225.0 | $2.6M | 0.56% | +526.0 | +1.7% | $82.64 | +5.8% |
| 23 | IWM | ISHARES TR | — | 8,232.0 | $2.5M | 0.54% | +50.0 | +0.6% | $300.43 | -0.1% |
| 24 | HD | HOME DEPOT INC | Consumer Cyclical | 6,536.0 | $2.3M | 0.50% | +35.0 | +0.5% | $352.68 | -4.3% |
| 25 | V | VISA INC | Financial Services | 6,515.0 | $2.2M | 0.49% | +111.0 | +1.7% | $343.09 | +6.2% |
| 26 | VEA | VANGUARD TAX-MANAGED FDS | — | 27,333.0 | $1.9M | 0.43% | +9K | +47.9% | $71.25 | +1.6% |
| 27 | QCOM | QUALCOMM INC | Technology | 10,465.0 | $1.9M | 0.42% | +102.0 | +1.0% | $184.79 | -13.3% |
| 28 | DIS | DISNEY WALT CO | Communication Services | 20,032.0 | $1.9M | 0.42% | +2K | +13.6% | $96.25 | +8.0% |
| 29 | ITOT | ISHARES TR | — | 11,350.0 | $1.9M | 0.41% | +415.0 | +3.8% | $164.27 | +2.5% |
| 30 | PANW | PALO ALTO NETWORKS INC | Technology | 5,100.0 | $1.7M | 0.38% | +500.0 | +10.9% | $341.02 | +9.7% |
| 31 | AOR | ISHARES TR | — | 24,291.0 | $1.7M | 0.37% | +7K | +40.5% | $69.50 | +0.2% |
| 32 | IWF | ISHARES TR | — | 12,819.0 | $1.6M | 0.35% | +10K | +303.1% | $124.17 | -0.9% |
| 33 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 3,764.0 | $1.5M | 0.33% | +221.0 | +6.2% | $397.68 | -1.6% |
| 34 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,473.0 | $1.4M | 0.31% | +655.0 | +36.0% | $580.86 | -16.6% |
| 35 | LRCX | LAM RESEARCH CORP | Technology | 3,263.0 | $1.4M | 0.31% | +133.0 | +4.2% | $433.37 | -24.3% |
| 36 | VO | VANGUARD INDEX FDS | — | 17,215.0 | $1.4M | 0.30% | +15K | +850.6% | $80.57 | +3.2% |
| 37 | PSX | PHILLIPS 66 | Energy | 7,987.0 | $1.4M | 0.29% | +51.0 | +0.6% | $169.05 | +44.0% |
| 38 | UPRO | PROSHARES TR | — | 9,370.0 | $1.3M | 0.29% | +884.0 | +10.4% | $141.79 | +6.6% |
| 39 | VGT | VANGUARD WORLD FD | — | 10,197.0 | $1.2M | 0.27% | +9K | +579.8% | $119.52 | +0.2% |
| 40 | BAC | BANK OF AMER CORP | Financial Services | 20,783.0 | $1.2M | 0.26% | +1K | +5.1% | $56.98 | +12.7% |
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
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%