Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,486.0 | $366K | 0.08% | -92.0 | -5.8% | $246.28 | +0.1% |
| 42 | CVS | CVS HEALTH CORP | Healthcare | 3,513.0 | $363K | 0.08% | -19.0 | -0.5% | $103.46 | -9.5% |
| 43 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,764.0 | $353K | 0.08% | -56.0 | -0.7% | $45.52 | +16.4% |
| 44 | CUSD | TRUST FOR PROFESSIONAL MANAG | — | 17,402.0 | $338K | 0.07% | -429.0 | -2.4% | $19.41 | +0.0% |
| 45 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 17,574.0 | $315K | 0.07% | -1K | -5.4% | $17.93 | +2.7% |
| 46 | PYLD | PIMCO ETF TR | — | 11,681.0 | $310K | 0.07% | -699.0 | -5.7% | $26.52 | -0.9% |
| 47 | CMCSA | COMCAST CORP NEW | Communication Services | 12,530.0 | $308K | 0.07% | -663.0 | -5.0% | $24.55 | +8.3% |
| 48 | PFE | PFIZER INC | Healthcare | 10,594.0 | $255K | 0.06% | -2K | -15.9% | $24.08 | +17.3% |
| 49 | C | CITIGROUP INC | Financial Services | 1,780.0 | $249K | 0.06% | -973.0 | -35.3% | $139.97 | -5.1% |
| 50 | BLK | BLACKROCK INC | Financial Services | 252.0 | $242K | 0.05% | -76.0 | -23.2% | $961.80 | +20.5% |
| 51 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 3,118.0 | $232K | 0.05% | -75.0 | -2.4% | $74.48 | +12.7% |
| 52 | EMB | ISHARES TR | — | 2,406.0 | $232K | 0.05% | -13.0 | -0.5% | $96.43 | -1.4% |
| 53 | COIN | COINBASE GLOBAL INC | Financial Services | 1,584.0 | $232K | 0.05% | -573.0 | -26.6% | $146.19 | +9.6% |
| 54 | RDDT | REDDIT INC | Communication Services | 1,230.0 | $214K | 0.05% | -377.0 | -23.5% | $173.58 | -12.6% |
| 55 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 14,790.0 | $140K | 0.03% | -220.0 | -1.5% | $9.48 | +4.2% |
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
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%