Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | 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 |
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%