Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491

13F Portfolio $457M AUM 275 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 39 New 91 Added 55 Reduced 28 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	1,706.0	$304K	0.07%	+2K	+2372.5%	$178.24	+16.8%
82	SYK	STRYKER CORPORATION	Healthcare	964.0	$303K	0.07%	+161.0	+20.1%	$314.75	+5.3%
83	TJX	TJX COS INC NEW	Consumer Cyclical	1,846.0	$280K	0.06%	+106.0	+6.1%	$151.46	-0.3%
84	MMM	3M CO	Industrials	1,706.0	$276K	0.06%	+38.0	+2.3%	$161.88	+11.8%
85	LIN	LINDE PLC	Basic Materials	530.0	$275K	0.06%	+30.0	+6.0%	$519.14	-7.8%
86	EAOA	ISHARES TR	—	5,953.0	$270K	0.06%	+57.0	+1.0%	$45.42	+1.0%
87	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,233.0	$261K	0.06%	+49.0	+2.2%	$116.67	+47.0%
88	NVS	NOVARTIS AG	Healthcare	1,548.0	$243K	0.05%	+50.0	+3.3%	$156.70	-1.4%
89	EAOR	ISHARES TR	—	6,369.0	$241K	0.05%	+352.0	+5.8%	$37.91	+0.3%
90	STWD	STARWOOD PPTY TR INC	Real Estate	14,074.0	$231K	0.05%	+297.0	+2.2%	$16.38	-0.9%
91	KLAC	KLA CORP	Technology	762.0	$230K	0.05%	+508.0	+200.0%	$301.82	-35.5%

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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%