Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IYR | ISHARES TR | — | 5,038.0 | $473K | 0.12% | NEW | — | $93.89 | +9.0% |
| 142 | CVNA | CARVANA CO | Consumer Cyclical | 1,117.0 | $471K | 0.12% | NEW | — | $422.02 | -82.6% |
| 143 | SCHW | SCHWAB CHARLES CORP | Financial Services | 4,652.0 | $465K | 0.12% | NEW | — | $99.91 | -14.6% |
| 144 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,010.0 | $462K | 0.12% | NEW | — | $57.66 | +24.8% |
| 145 | IXUS | ISHARES TR | — | 5,449.0 | $461K | 0.12% | NEW | — | $84.64 | +14.2% |
| 146 | SGOV | ISHARES TR | — | 4,582.0 | $460K | 0.12% | NEW | — | $100.39 | +0.3% |
| 147 | IUSG | ISHARES TR | — | 2,692.0 | $452K | 0.11% | NEW | — | $167.96 | +13.5% |
| 148 | UNP | UNION PAC CORP | Industrials | 1,905.0 | $441K | 0.11% | NEW | — | $231.29 | +20.8% |
| 149 | GRMN | GARMIN LTD | Technology | 2,163.0 | $439K | 0.11% | NEW | — | $202.85 | +16.5% |
| 150 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,043.0 | $437K | 0.11% | NEW | — | $214.12 | +142.0% |
| 151 | QYLD | GLOBAL X FDS | — | 24,562.0 | $434K | 0.11% | NEW | — | $17.67 | +2.2% |
| 152 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,438.0 | $433K | 0.11% | NEW | — | $177.75 | -19.4% |
| 153 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 214.0 | $431K | 0.11% | NEW | — | $2014.26 | -15.8% |
| 154 | DE | DEERE & CO | Industrials | 913.0 | $425K | 0.11% | NEW | — | $465.57 | +15.8% |
| 155 | URI | UNITED RENTALS INC | Industrials | 523.0 | $423K | 0.11% | NEW | — | $809.55 | +22.1% |
| 156 | CSX | CSX CORP | Industrials | 11,379.0 | $413K | 0.10% | NEW | — | $36.25 | +26.4% |
| 157 | VYM | VANGUARD WHITEHALL FDS | — | 2,860.0 | $410K | 0.10% | NEW | — | $143.50 | +10.3% |
| 158 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 462.0 | $406K | 0.10% | NEW | — | $879.03 | +14.7% |
| 159 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1,000.0 | $398K | 0.10% | NEW | — | $397.65 | -23.3% |
| 160 | CMCSA | COMCAST CORP NEW | Communication Services | 13,271.0 | $397K | 0.10% | NEW | — | $29.89 | -15.8% |
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%