Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 172,733.0 | $43.8M | 10.79% | +3K | +1.6% | $253.79 | +22.4% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 89,548.0 | $15.6M | 3.84% | — | — | $174.40 | +21.1% |
| 3 | AVGO | BROADCOM INC | Technology | 48,228.0 | $14.9M | 3.67% | — | — | $309.51 | +36.1% |
| 4 | VOO | VANGUARD INDEX FDS | — | 24,098.0 | $14.4M | 3.54% | +444.0 | +1.9% | $597.56 | +15.4% |
| 5 | MSFT | MICROSOFT CORP | Technology | 37,984.0 | $14.1M | 3.46% | +2K | +6.2% | $370.17 | +11.6% |
| 6 | CACI | CACI INTL INC | Technology | 21,316.0 | $11.6M | 2.85% | — | — | $543.87 | -6.7% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 47,993.0 | $10.0M | 2.46% | +6K | +14.8% | $208.27 | +30.7% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 32,765.0 | $9.4M | 2.32% | +4K | +14.4% | $287.56 | +35.0% |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 18,321.0 | $8.8M | 2.16% | +1K | +7.5% | $479.20 | — |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 13,375.0 | $8.7M | 2.14% | -366.0 | -2.7% | $650.36 | +15.4% |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | — | 55,810.0 | $7.7M | 1.90% | +1K | +2.4% | $138.32 | +13.3% |
| 12 | IVV | ISHARES TR | — | 11,662.0 | $7.6M | 1.88% | +85.0 | +0.7% | $653.20 | +15.4% |
| 13 | WMT | WALMART INC | Consumer Defensive | 57,101.0 | $7.1M | 1.75% | +2K | +3.9% | $124.28 | -4.3% |
| 14 | VTI | VANGUARD INDEX FDS | — | 20,402.0 | $6.5M | 1.61% | -703.0 | -3.3% | $320.82 | +15.2% |
| 15 | QQQ | INVESCO QQQ TR | Financial Services | 9,411.0 | $5.4M | 1.34% | +1K | +18.8% | $577.18 | +26.4% |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 19,355.0 | $4.7M | 1.16% | — | — | $242.40 | +5.3% |
| 17 | GOOG | ALPHABET INC | Communication Services | 16,036.0 | $4.6M | 1.13% | +3K | +20.1% | $286.85 | +33.9% |
| 18 | ILMN | ILLUMINA INC | Healthcare | 35,119.0 | $4.3M | 1.07% | -5K | -12.4% | $123.26 | +21.8% |
| 19 | MASI | MASIMO CORP | Healthcare | 24,232.0 | $4.3M | 1.06% | — | — | $177.87 | +0.4% |
| 20 | VUG | VANGUARD INDEX FDS | — | 8,353.0 | $3.6M | 0.90% | +5K | +132.7% | $436.79 | -79.8% |
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
44.6%
Financial Services
13.8%
Healthcare
10.1%
Communication Services
8.7%
Consumer Cyclical
7.6%
Consumer Defensive
5.9%
Industrials
4.8%
Energy
2.6%
Utilities
1.3%
Basic Materials
0.4%