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Portfolio (Quarterly) Guide ↗

Westmount Partners, LLC

· CIK 0002051491
13F Portfolio $401M AUM 246 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 246 New
Page 9 of 13  ·  246 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHV ISHARES TR 3,597.0 $396K 0.10% NEW $110.15 +0.2%
162 SCHV SCHWAB STRATEGIC TR 13,277.0 $393K 0.10% NEW $29.61 +13.6%
163 CSCO CISCO SYS INC Technology 5,085.0 $392K 0.10% NEW $77.04 +54.8%
164 INTC INTEL CORP Technology 10,365.0 $382K 0.10% NEW $36.90 +229.4%
165 TQQQ PROSHARES TR 7,221.0 $381K 0.10% NEW $52.72 +59.1%
166 IEO ISHARES TR 4,224.0 $377K 0.09% NEW $89.26 +28.4%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 70.0 $375K 0.09% NEW $5356.03 -96.8%
168 NU NU HLDGS LTD Financial Services 22,351.0 $374K 0.09% NEW $16.74 -21.1%
169 EIX EDISON INTL Utilities 6,183.0 $371K 0.09% NEW $60.02 +17.8%
170 VSS VANGUARD INTL EQUITY INDEX F 2,527.0 $362K 0.09% NEW $143.33 +12.6%
171 COIN COINBASE GLOBAL INC Financial Services 1,596.0 $361K 0.09% NEW $226.14 -20.2%
172 RTX RTX CORPORATION Industrials 1,965.0 $360K 0.09% NEW $183.36 -2.2%
173 NTHI NEONC TECHNOLOGIES HLDGS INC Healthcare 43,320.0 $358K 0.09% NEW $8.27 -42.6%
174 TIP ISHARES TR 3,240.0 $356K 0.09% NEW $109.91 +1.1%
175 ETN EATON CORP PLC Industrials 1,118.0 $356K 0.09% NEW $318.51 +26.8%
176 GILD GILEAD SCIENCES INC Healthcare 2,834.0 $348K 0.09% NEW $122.76 +10.2%
177 AGG ISHARES TR 3,440.0 $344K 0.09% NEW $99.88 -0.9%
178 DFUS DIMENSIONAL ETF TRUST 4,561.0 $338K 0.08% NEW $74.17 +10.8%
179 AOM ISHARES TR 7,080.0 $338K 0.08% NEW $47.73 +4.4%
180 GLNG GOLAR LNG LTD Energy 9,070.0 $337K 0.08% NEW $37.21 +33.2%
Page 9 of 13  ·  246 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 47.3%
Financial Services 14.8%
Healthcare 9.6%
Communication Services 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 5.1%
Industrials 3.8%
Energy 1.7%
Utilities 1.0%
Basic Materials 0.4%