Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SYK | STRYKER CORPORATION | Healthcare | 803.0 | $264K | 0.07% | +128.0 | +19.0% | $328.59 | -6.6% |
| 82 | NKE | NIKE INC | Consumer Cyclical | 4,927.0 | $260K | 0.06% | +350.0 | +7.7% | $52.82 | -10.2% |
| 83 | CVS | CVS HEALTH CORP | Healthcare | 3,532.0 | $254K | 0.06% | +39.0 | +1.1% | $71.83 | +28.9% |
| 84 | EAOA | ISHARES TR | — | 5,896.0 | $239K | 0.06% | +161.0 | +2.8% | $40.54 | +11.4% |
| 85 | STWD | STARWOOD PPTY TR INC | Real Estate | 13,777.0 | $237K | 0.06% | +102.0 | +0.8% | $17.22 | -0.5% |
| 86 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 3,193.0 | $237K | 0.06% | +37.0 | +1.2% | $74.26 | -8.3% |
| 87 | EMB | ISHARES TR | — | 2,419.0 | $227K | 0.06% | +17.0 | +0.7% | $93.92 | +2.4% |
| 88 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 15,010.0 | $133K | 0.03% | +220.0 | +1.5% | $8.88 | +0.4% |
| 89 | PNBK | PATRIOT NATL BANCORP INC | Financial Services | 100,000.0 | $129K | 0.03% | +80K | +400.0% | $1.29 | -19.8% |
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
44.6%
Financial Services
13.8%
Healthcare
10.1%
Communication Services
8.7%
Consumer Cyclical
7.6%
Consumer Defensive
5.9%
Industrials
4.8%
Energy
2.6%
Utilities
1.3%
Basic Materials
0.4%