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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $457M AUM 275 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 91 Added 55 Reduced 28 Exited
Page 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GEV CALL GE VERNOVA INC Utilities 100.0 $117K 0.03% NEW $1174.86 -14.5%
262 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 100.0 $96K 0.02% NEW $965.00 -6.4%
263 PNBK PATRIOT NATL BANCORP INC Financial Services 100,000.0 $96K 0.02% $0.96 +9.7%
264 TSLA CALL TESLA INC Consumer Cyclical 200.0 $84K 0.02% NEW $420.60 -19.9%
265 BLND BLEND LABS INC Technology 45,000.0 $77K 0.02% NEW $1.71 -15.2%
266 ALLO ALLOGENE THERAPEUTICS INC Healthcare 36,000.0 $75K 0.02% NEW $2.08 -2.4%
267 AMAT CALL APPLIED MATLS INC Technology 100.0 $72K 0.02% NEW $723.00 -28.9%
268 NVDA CALL NVIDIA CORPORATION Technology 300.0 $60K 0.01% NEW $200.09 +9.8%
269 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 100.0 $48K 0.01% NEW $477.57 -13.4%
270 SOXL DIREXION SHARES ETF TRUST 150.0 $40K 0.01% NEW $266.71 -51.6%
271 AVGO CALL BROADCOM INC Technology 100.0 $38K 0.01% NEW $377.75 +0.6%
272 NNOX NANO X IMAGING LTD Healthcare 24,200.0 $28K 0.01% $1.16 -23.5%
273 OPK OPKO HEALTH INC Healthcare 18,550.0 $28K 0.01% $1.50 -9.3%
274 FATE FATE THERAPEUTICS INC Healthcare 10,098.0 $27K 0.01% $2.70 -5.2%
275 FNGR FINGERMOTION INC Communication Services 20,000.0 $8K 0.00% $0.38 -37.9%
Page 14 of 14  ·  275 positions

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%