Portfolio (Quarterly)
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Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | MMM | 3M CO | Industrials | 1,706.0 | $276K | 0.06% | +38.0 | +2.3% | $161.88 | +11.8% |
| 222 | LIN | LINDE PLC | Basic Materials | 530.0 | $275K | 0.06% | +30.0 | +6.0% | $519.14 | -7.8% |
| 223 | VNQ | VANGUARD INDEX FDS | — | 2,852.0 | $275K | 0.06% | — | — | $96.42 | +1.2% |
| 224 | EAOA | ISHARES TR | — | 5,953.0 | $270K | 0.06% | +57.0 | +1.0% | $45.42 | +1.0% |
| 225 | REXR | REXFORD INDL RLTY INC | Real Estate | 7,990.0 | $268K | 0.06% | — | — | $33.50 | +10.6% |
| 226 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,233.0 | $261K | 0.06% | +49.0 | +2.2% | $116.67 | +47.0% |
| 227 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 269.0 | $260K | 0.06% | NEW | — | $966.20 | -6.5% |
| 228 | SCHD | SCHWAB STRATEGIC TR | — | 8,084.0 | $256K | 0.06% | NEW | — | $31.71 | +8.8% |
| 229 | PFE | PFIZER INC | Healthcare | 10,594.0 | $255K | 0.06% | -2K | -15.9% | $24.08 | +13.2% |
| 230 | C | CITIGROUP INC | Financial Services | 1,780.0 | $249K | 0.06% | -973.0 | -35.3% | $139.97 | -1.6% |
| 231 | VBR | VANGUARD INDEX FDS | — | 1,025.0 | $249K | 0.05% | — | — | $242.91 | +1.8% |
| 232 | PAYX | PAYCHEX INC | Industrials | 2,515.0 | $247K | 0.05% | — | — | $98.33 | +22.0% |
| 233 | NVS | NOVARTIS AG | Healthcare | 1,548.0 | $243K | 0.05% | +50.0 | +3.3% | $156.70 | -1.4% |
| 234 | BLK | BLACKROCK INC | Financial Services | 252.0 | $242K | 0.05% | -76.0 | -23.2% | $961.80 | +20.0% |
| 235 | EAOR | ISHARES TR | — | 6,369.0 | $241K | 0.05% | +352.0 | +5.8% | $37.91 | +0.3% |
| 236 | B | BARRICK MNG CORP | Basic Materials | 6,338.0 | $233K | 0.05% | — | — | $36.73 | +14.6% |
| 237 | BBIO | BRIDGEBIO PHARMA INC | Healthcare | 3,118.0 | $232K | 0.05% | -75.0 | -2.4% | $74.48 | +11.4% |
| 238 | EMB | ISHARES TR | — | 2,406.0 | $232K | 0.05% | -13.0 | -0.5% | $96.43 | -1.9% |
| 239 | COIN | COINBASE GLOBAL INC | Financial Services | 1,584.0 | $232K | 0.05% | -573.0 | -26.6% | $146.19 | +0.0% |
| 240 | STWD | STARWOOD PPTY TR INC | Real Estate | 14,074.0 | $231K | 0.05% | +297.0 | +2.2% | $16.38 | -0.9% |
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%