Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | ARTY | ISHARES TR | — | 4,969.0 | $378K | 0.08% | NEW | — | $76.17 | -3.4% |
| 182 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,000.0 | $375K | 0.08% | — | — | $375.32 | -16.1% |
| 183 | VFC | V F CORP | Consumer Cyclical | 22,461.0 | $375K | 0.08% | — | — | $16.68 | -13.8% |
| 184 | SOXL CALL | DIREXION SHARES ETF TRUST | — | 1,400.0 | $373K | 0.08% | NEW | — | $266.71 | -54.7% |
| 185 | TXN | TEXAS INSTRS INC | Technology | 1,243.0 | $370K | 0.08% | +134.0 | +12.1% | $298.05 | -10.3% |
| 186 | CVNA | CARVANA CO | Consumer Cyclical | 5,580.0 | $367K | 0.08% | +4K | +405.9% | $65.82 | +7.1% |
| 187 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,486.0 | $366K | 0.08% | -92.0 | -5.8% | $246.28 | +0.1% |
| 188 | GILD | GILEAD SCIENCES INC | Healthcare | 2,887.0 | $365K | 0.08% | +44.0 | +1.6% | $126.32 | +16.8% |
| 189 | CVS | CVS HEALTH CORP | Healthcare | 3,513.0 | $363K | 0.08% | -19.0 | -0.5% | $103.46 | -9.5% |
| 190 | VXF | VANGUARD INDEX FDS | — | 1,476.0 | $363K | 0.08% | — | — | $246.21 | +0.1% |
| 191 | FENI | FIDELITY COVINGTON TRUST | — | 9,036.0 | $363K | 0.08% | +82.0 | +0.9% | $40.13 | +3.5% |
| 192 | — | FORTINET INC | — | 2,321.0 | $357K | 0.08% | NEW | — | $153.62 | — |
| 193 | TIP | ISHARES TR | — | 3,240.0 | $355K | 0.08% | — | — | $109.43 | -1.8% |
| 194 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 7,764.0 | $353K | 0.08% | -56.0 | -0.7% | $45.52 | +16.4% |
| 195 | WM | WASTE MGMT INC DEL | Industrials | 1,574.0 | $351K | 0.08% | +105.0 | +7.2% | $222.92 | +1.0% |
| 196 | — | NEBIUS GROUP N.V. | — | 1,249.0 | $345K | 0.07% | NEW | — | $276.17 | — |
| 197 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,033.0 | $341K | 0.07% | +164.0 | +18.9% | $330.17 | +9.7% |
| 198 | CUSD | TRUST FOR PROFESSIONAL MANAG | — | 17,402.0 | $338K | 0.07% | -429.0 | -2.4% | $19.41 | +0.0% |
| 199 | SHEL | SHELL PLC | Energy | 4,212.0 | $327K | 0.07% | — | — | $77.55 | +19.6% |
| 200 | IJK | ISHARES TR | — | 2,776.0 | $326K | 0.07% | — | — | $117.50 | -1.1% |
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%