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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CMI CUMMINS INC Industrials 459 $247K 0.06% SOLD
22 SNOW SNOWFLAKE INC Technology 1,511 $228K 0.06% SOLD
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,410 $222K 0.06% SOLD
24 CRM SALESFORCE INC Technology 1,134 $212K 0.05% SOLD
25 ACN ACCENTURE PLC IRELAND Technology 1,030 $204K 0.05% SOLD
26 IWM PUT ISHARES TR 86,200 $186K 0.05% SOLD
27 EHI WESTERN ASSET GBL HIGH INC F Financial Services 10,000 $59K 0.01% SOLD
28 CRBU CARIBOU BIOSCIENCES INC Healthcare 19,609 $37K 0.01% SOLD
Page 2 of 2  ·  28 positions
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%