Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | NYT | NEW YORK TIMES CO MTN BE | Communication Services | 4,414.0 | $370K | 0.09% | — | — | $83.73 | -11.3% |
| 182 | VSS | VANGUARD INTL EQUITY INDEX F | — | 2,527.0 | $368K | 0.09% | — | — | $145.79 | +10.7% |
| 183 | RTX | RTX CORPORATION | Industrials | 1,909.0 | $368K | 0.09% | -56.0 | -2.9% | $192.86 | -6.7% |
| 184 | TIP | ISHARES TR | — | 3,240.0 | $358K | 0.09% | — | — | $110.36 | +0.7% |
| 185 | SBUX | STARBUCKS CORP | Consumer Cyclical | 3,953.0 | $354K | 0.09% | +223.0 | +6.0% | $89.58 | +13.1% |
| 186 | PFE | PFIZER INC | Healthcare | 12,598.0 | $354K | 0.09% | +2K | +21.1% | $28.08 | -7.2% |
| 187 | XLE | SELECT SECTOR SPDR TR | — | 5,752.0 | $352K | 0.09% | +52.0 | +0.9% | $61.26 | -7.0% |
| 188 | DIHP | DIMENSIONAL ETF TRUST | — | 10,850.0 | $350K | 0.09% | NEW | — | $32.22 | +6.5% |
| 189 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 6,985.0 | $349K | 0.09% | NEW | — | $49.99 | +0.8% |
| 190 | CUSD | TRUST FOR PROFESSIONAL MANAG | — | 17,831.0 | $349K | 0.09% | -7K | -28.5% | $19.56 | +0.7% |
| 191 | CVNA | CARVANA CO | Consumer Cyclical | 1,103.0 | $347K | 0.09% | -14.0 | -1.2% | $314.38 | -76.3% |
| 192 | WM | WASTE MGMT INC DEL | Industrials | 1,469.0 | $338K | 0.08% | — | — | $229.82 | -6.4% |
| 193 | FENI | FIDELITY COVINGTON TRUST | — | 8,954.0 | $333K | 0.08% | +66.0 | +0.7% | $37.20 | +8.2% |
| 194 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1,000.0 | $331K | 0.08% | — | — | $330.87 | -8.8% |
| 195 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,578.0 | $328K | 0.08% | -33.0 | -2.0% | $208.12 | +5.7% |
| 196 | PYLD | PIMCO ETF TR | — | 12,380.0 | $324K | 0.08% | NEW | — | $26.20 | +1.0% |
| 197 | NU | NU HLDGS LTD | Financial Services | 22,351.0 | $321K | 0.08% | — | — | $14.37 | -8.2% |
| 198 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,184.0 | $319K | 0.08% | -254.0 | -10.4% | $146.28 | -2.9% |
| 199 | NOW | SERVICENOW INC | Technology | 3,020.0 | $316K | 0.08% | +2K | +103.4% | $104.55 | +4.9% |
| 200 | BLK | BLACKROCK INC | Financial Services | 328.0 | $316K | 0.08% | +14.0 | +4.5% | $961.89 | +9.3% |
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%