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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $401M AUM 246 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 246 New
Page 7 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PM PHILIP MORRIS INTL INC Consumer Defensive 3,502.0 $562K 0.14% NEW $160.40 +11.3%
122 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,356.0 $559K 0.14% NEW $53.94 +5.5%
123 ABT ABBOTT LABS Healthcare 4,445.0 $557K 0.14% NEW $125.29 -31.1%
124 IWR ISHARES TR 5,706.0 $549K 0.14% NEW $96.27 +11.3%
125 VEU VANGUARD INTL EQUITY INDEX F 7,360.0 $541K 0.14% NEW $73.56 +14.1%
126 NEE NEXTERA ENERGY INC Utilities 6,660.0 $535K 0.13% NEW $80.28 +8.7%
127 LRCX LAM RESEARCH CORP Technology 3,096.0 $530K 0.13% NEW $171.17 +85.8%
128 GLD SPDR GOLD TR Financial Services 1,334.0 $529K 0.13% NEW $396.31 +4.2%
129 DFAT DIMENSIONAL ETF TRUST 8,876.0 $528K 0.13% NEW $59.54 +13.5%
130 VO VANGUARD INDEX FDS 1,806.0 $524K 0.13% NEW $290.19 -72.8%
131 PXH INVESCO EXCH TRADED FD TR II 20,107.0 $519K 0.13% NEW $25.81 +12.6%
132 IEMG ISHARES INC 7,472.0 $502K 0.12% NEW $67.22 +24.3%
133 T AT&T INC Communication Services 19,539.0 $485K 0.12% NEW $24.84 +0.2%
134 TOTL SSGA ACTIVE ETF TR 12,041.0 $485K 0.12% NEW $40.25 -1.8%
135 MRK MERCK & CO INC Healthcare 4,571.0 $481K 0.12% NEW $105.26 +13.9%
136 DUK DUKE ENERGY CORP NEW Utilities 4,100.0 $481K 0.12% NEW $117.22 +5.6%
137 NUE NUCOR CORP Basic Materials 2,929.0 $478K 0.12% NEW $163.11 +52.8%
138 PDN INVESCO EXCH TRADED FD TR II 11,296.0 $477K 0.12% NEW $42.19 +11.5%
139 BOND PIMCO ETF TR 5,096.0 $474K 0.12% NEW $93.08 -1.1%
140 CUSD TRUST FOR PROFESSIONAL MANAG 24,925.0 $474K 0.12% NEW $19.01 +3.8%
Page 7 of 13  ·  246 positions

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%