Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | DHR | DANAHER CORPORATION | Healthcare | 1,076.0 | $246K | 0.06% | NEW | — | $228.92 | -21.2% |
| 222 | STWD | STARWOOD PPTY TR INC | Real Estate | 13,675.0 | $246K | 0.06% | NEW | — | $18.01 | -5.0% |
| 223 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 1,511.0 | $245K | 0.06% | NEW | — | $161.96 | -8.5% |
| 224 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 3,156.0 | $241K | 0.06% | NEW | — | $76.49 | -11.9% |
| 225 | EAOA | ISHARES TR | — | 5,735.0 | $237K | 0.06% | NEW | — | $41.38 | +9.1% |
| 226 | SYK | STRYKER CORPORATION | Healthcare | 675.0 | $237K | 0.06% | NEW | — | $351.47 | -12.7% |
| 227 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,736.0 | $235K | 0.06% | NEW | — | $49.65 | -16.2% |
| 228 | PFG | PRINCIPAL FINANCIAL GROUP IN | Financial Services | 2,648.0 | $234K | 0.06% | NEW | — | $88.21 | +17.8% |
| 229 | EMB | ISHARES TR | — | 2,402.0 | $231K | 0.06% | NEW | — | $96.28 | -0.1% |
| 230 | NOW | SERVICENOW INC | Technology | 1,485.0 | $227K | 0.06% | NEW | — | $153.19 | -28.5% |
| 231 | INTU | INTUIT | Technology | 343.0 | $227K | 0.06% | NEW | — | $662.42 | -52.4% |
| 232 | ALL | ALLSTATE CORP | Financial Services | 1,055.0 | $220K | 0.06% | NEW | — | $208.06 | +0.3% |
| 233 | VBR | VANGUARD INDEX FDS | — | 1,024.0 | $217K | 0.05% | NEW | — | $211.84 | +11.3% |
| 234 | LIN | LINDE PLC | Basic Materials | 500.0 | $213K | 0.05% | NEW | — | $426.56 | +17.5% |
| 235 | EAOR | ISHARES TR | — | 6,017.0 | $213K | 0.05% | NEW | — | $35.34 | +7.0% |
| 236 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,223.0 | $212K | 0.05% | NEW | — | $95.35 | -48.2% |
| 237 | PSN | PARSONS CORP DEL | Industrials | 3,376.0 | $209K | 0.05% | NEW | — | $61.80 | -4.0% |
| 238 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 621.0 | $205K | 0.05% | NEW | — | $330.19 | +15.7% |
| 239 | ICLN | ISHARES TR | — | 11,827.0 | $194K | 0.05% | NEW | — | $16.43 | +43.7% |
| 240 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 14,790.0 | $137K | 0.03% | NEW | — | $9.28 | -3.8% |
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
47.3%
Financial Services
14.8%
Healthcare
9.6%
Communication Services
8.9%
Consumer Cyclical
7.3%
Consumer Defensive
5.1%
Industrials
3.8%
Energy
1.7%
Utilities
1.0%
Basic Materials
0.4%