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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $406M AUM 264 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 89 Added 46 Reduced 18 Exited
Page 8 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUK DUKE ENERGY CORP NEW Utilities 4,034.0 $528K 0.13% -66.0 -1.6% $130.93 -4.8%
142 DE DEERE & CO Industrials 923.0 $520K 0.13% +10.0 +1.1% $563.53 -4.3%
143 VO VANGUARD INDEX FDS 1,811.0 $520K 0.13% $287.20 -72.5%
144 GRMN GARMIN LTD Technology 2,205.0 $512K 0.13% +42.0 +1.9% $232.01 +1.8%
145 TOTL SSGA ACTIVE ETF TR 12,834.0 $510K 0.13% +793.0 +6.6% $39.73 -0.5%
146 JMST J P MORGAN EXCHANGE TRADED F 9,900.0 $505K 0.12% NEW $50.98 -0.1%
147 NUE NUCOR CORP Basic Materials 2,931.0 $496K 0.12% $169.10 +46.9%
148 CAH CARDINAL HEALTH INC Healthcare 2,338.0 $494K 0.12% NEW $211.31 -6.2%
149 GLNG GOLAR LNG LTD Energy 9,071.0 $491K 0.12% $54.11 -8.4%
150 PDN INVESCO EXCH TRADED FD TR II 11,296.0 $490K 0.12% $43.37 +8.8%
151 BOND PIMCO ETF TR 5,290.0 $488K 0.12% +194.0 +3.8% $92.29 -0.2%
152 FICO FAIR ISAAC CORP Technology 446.0 $476K 0.12% $1067.54 +23.7%
153 IYR ISHARES TR 5,002.0 $473K 0.12% -36.0 -0.7% $94.56 +8.7%
154 IXUS ISHARES TR 5,449.0 $472K 0.12% $86.64 +11.8%
155 CSX CSX CORP Industrials 11,420.0 $469K 0.12% $41.05 +12.7%
156 DFUS DIMENSIONAL ETF TRUST 6,536.0 $464K 0.11% +2K +43.3% $70.92 +15.9%
157 ABT ABBOTT LABORATORIES Healthcare 4,440.0 $456K 0.11% $102.67 -16.4%
158 EIX EDISON INTL Utilities 6,191.0 $453K 0.11% $73.18 -3.4%
159 SCHW SCHWAB CHARLES CORP Financial Services 4,725.0 $444K 0.11% +73.0 +1.6% $93.99 -10.3%
160 DFIV DIMENSIONAL ETF TRUST 8,272.0 $437K 0.11% +3K +50.9% $52.78 +5.6%
Page 8 of 14  ·  264 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 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%