Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IWF | ISHARES TR | — | 3,180.0 | $1.4M | 0.33% | -21.0 | -0.7% | $426.37 | -70.3% |
| 62 | BA | BOEING CO | Industrials | 6,810.0 | $1.4M | 0.33% | +4K | +149.2% | $199.03 | +15.0% |
| 63 | AMGN | AMGEN INC | Healthcare | 3,796.0 | $1.3M | 0.33% | +112.0 | +3.0% | $351.82 | -5.0% |
| 64 | QCOM | QUALCOMM INC | Technology | 10,363.0 | $1.3M | 0.33% | +195.0 | +1.9% | $128.78 | +90.1% |
| 65 | MRVL | MARVELL TECHNOLOGY INC | Technology | 13,354.0 | $1.3M | 0.33% | NEW | — | $99.05 | +98.2% |
| 66 | GE | GE AEROSPACE | Industrials | 4,658.0 | $1.3M | 0.33% | +2K | +79.7% | $283.76 | +12.8% |
| 67 | CAT | CATERPILLAR INC | Industrials | 1,855.0 | $1.3M | 0.32% | +15.0 | +0.8% | $708.64 | +27.3% |
| 68 | FNDA | SCHWAB STRATEGIC TR | — | 40,438.0 | $1.3M | 0.32% | — | — | $32.43 | +12.2% |
| 69 | SCHA | SCHWAB STRATEGIC TR | — | 44,716.0 | $1.3M | 0.32% | — | — | $29.08 | +17.6% |
| 70 | INTC | INTEL CORP | Technology | 28,938.0 | $1.3M | 0.31% | +19K | +179.2% | $44.13 | +175.5% |
| 71 | SDY | SPDR SERIES TRUST | — | 8,640.0 | $1.3M | 0.31% | — | — | $145.94 | +2.9% |
| 72 | DFAX | DIMENSIONAL ETF TRUST | — | 36,105.0 | $1.2M | 0.30% | — | — | $33.97 | +10.9% |
| 73 | XLK | SELECT SECTOR SPDR TR | — | 9,200.0 | $1.2M | 0.30% | — | — | $132.90 | +40.9% |
| 74 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 6,598.0 | $1.2M | 0.30% | +269.0 | +4.2% | $182.33 | +13.2% |
| 75 | VEA | VANGUARD TAX-MANAGED FDS | — | 18,478.0 | $1.2M | 0.29% | +310.0 | +1.7% | $64.08 | +11.8% |
| 76 | RDNT | RADNET INC | Healthcare | 20,000.0 | $1.1M | 0.28% | — | — | $55.89 | -2.4% |
| 77 | AOR | ISHARES TR | — | 17,285.0 | $1.1M | 0.27% | +1K | +9.3% | $64.35 | +8.0% |
| 78 | EEM | ISHARES TR | — | 19,505.0 | $1.1M | 0.27% | +9K | +83.3% | $56.79 | +20.8% |
| 79 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,562.0 | $1.1M | 0.27% | +1K | +63.0% | $302.49 | +3.5% |
| 80 | VCSH | VANGUARD SCOTTSDALE FDS | — | 13,508.0 | $1.1M | 0.26% | +364.0 | +2.8% | $79.27 | -0.2% |
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%