Portfolio (Quarterly)
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Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 5,000.0 | $724K | 0.18% | NEW | — | $144.76 | -82.0% |
| 102 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,247.0 | $723K | 0.18% | NEW | — | $579.52 | -15.9% |
| 103 | IWD | ISHARES TR | — | 3,388.0 | $713K | 0.18% | NEW | — | $210.35 | +13.2% |
| 104 | GRAL | GRAIL INC | Healthcare | 8,279.0 | $709K | 0.18% | NEW | — | $85.59 | -13.6% |
| 105 | VWO | VANGUARD INTL EQUITY INDEX F | — | 13,032.0 | $701K | 0.17% | NEW | — | $53.76 | +11.4% |
| 106 | VTV | VANGUARD INDEX FDS | — | 3,662.0 | $699K | 0.17% | NEW | — | $191.00 | +10.8% |
| 107 | RSI | RUSH STREET INTERACTIVE INC | Consumer Cyclical | 35,100.0 | $682K | 0.17% | NEW | — | $19.43 | +35.7% |
| 108 | VHT | VANGUARD WORLD FD | — | 2,352.0 | $677K | 0.17% | NEW | — | $287.85 | -2.1% |
| 109 | — | CYBERARK SOFTWARE LTD | — | 1,500.0 | $669K | 0.17% | NEW | — | $446.06 | — |
| 110 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,173.0 | $664K | 0.17% | NEW | — | $305.70 | -9.1% |
| 111 | COP | CONOCOPHILLIPS | Energy | 7,077.0 | $663K | 0.17% | NEW | — | $93.61 | +22.8% |
| 112 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 9,686.0 | $662K | 0.17% | NEW | — | $68.36 | -16.7% |
| 113 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2,176.0 | $661K | 0.17% | NEW | — | $303.85 | +39.8% |
| 114 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,255.0 | $607K | 0.15% | NEW | — | $483.66 | +11.1% |
| 115 | BA | BOEING CO | Industrials | 2,733.0 | $593K | 0.15% | NEW | — | $217.11 | +5.4% |
| 116 | LOW | LOWES COS INC | Consumer Cyclical | 2,426.0 | $585K | 0.15% | NEW | — | $241.13 | -9.6% |
| 117 | EEM | ISHARES TR | — | 10,639.0 | $582K | 0.14% | NEW | — | $54.71 | +25.4% |
| 118 | RDDT | REDDIT INC | Communication Services | 2,514.0 | $578K | 0.14% | NEW | — | $229.87 | -27.1% |
| 119 | PEP | PEPSICO INC | Consumer Defensive | 4,012.0 | $576K | 0.14% | NEW | — | $143.53 | +1.9% |
| 120 | CVX | CHEVRON CORP NEW | Energy | 3,712.0 | $566K | 0.14% | NEW | — | $152.41 | +20.2% |
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%