Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | BX | BLACKSTONE INC | Financial Services | 5,459.0 | $628K | 0.15% | — | — | $114.98 | +1.4% |
| 122 | DFIC | DIMENSIONAL ETF TRUST | — | 16,750.0 | $595K | 0.15% | NEW | — | $35.53 | +7.6% |
| 123 | JBND | J P MORGAN EXCHANGE TRADED F | — | 11,000.0 | $591K | 0.15% | NEW | — | $53.77 | -0.5% |
| 124 | MRK | MERCK & CO INC | Healthcare | 4,890.0 | $588K | 0.14% | +319.0 | +7.0% | $120.28 | -0.5% |
| 125 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,511.0 | $581K | 0.14% | — | — | $165.34 | +8.7% |
| 126 | GLD | SPDR GOLD TR | Financial Services | 1,338.0 | $576K | 0.14% | — | — | $430.29 | -3.9% |
| 127 | T | AT&T INC | Communication Services | 19,549.0 | $567K | 0.14% | — | — | $28.99 | -14.4% |
| 128 | LOW | LOWES COS INC | Consumer Cyclical | 2,392.0 | $565K | 0.14% | -34.0 | -1.4% | $236.26 | -8.0% |
| 129 | UNP | UNION PAC CORP | Industrials | 2,313.0 | $561K | 0.14% | +408.0 | +21.4% | $242.66 | +10.9% |
| 130 | CSCO | CISCO SYS INC | Technology | 7,223.0 | $560K | 0.14% | +2K | +42.0% | $77.59 | +53.7% |
| 131 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 22,866.0 | $558K | 0.14% | NEW | — | $24.39 | -0.8% |
| 132 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 5,000.0 | $557K | 0.14% | — | — | $111.42 | -76.5% |
| 133 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,360.0 | $553K | 0.14% | — | — | $75.10 | +11.8% |
| 134 | IWR | ISHARES TR | — | 5,573.0 | $542K | 0.13% | -133.0 | -2.3% | $97.23 | +10.5% |
| 135 | PXH | INVESCO EXCH TRADED FD TR II | — | 20,107.0 | $541K | 0.13% | — | — | $26.91 | +8.1% |
| 136 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,096.0 | $539K | 0.13% | -151.0 | -12.1% | $491.60 | -1.5% |
| 137 | IEMG | ISHARES INC | — | 7,625.0 | $532K | 0.13% | +153.0 | +2.0% | $69.75 | +20.0% |
| 138 | MO | ALTRIA GROUP INC | Consumer Defensive | 8,034.0 | $530K | 0.13% | — | — | $65.99 | +9.1% |
| 139 | IEO | ISHARES TR | — | 4,243.0 | $530K | 0.13% | — | — | $124.90 | -8.2% |
| 140 | MSB | MESABI TR | Financial Services | 16,856.0 | $530K | 0.13% | -4K | -19.2% | $31.43 | -16.5% |
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%