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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 9 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHV SCHWAB STRATEGIC TR 13,277.0 $462K 0.10% $34.81 +0.8%
162 MU CALL MICRON TECHNOLOGY INC Technology 400.0 $462K 0.10% NEW $1154.29 -18.5%
163 VYM VANGUARD WHITEHALL FDS 2,888.0 $456K 0.10% +15.0 +0.5% $158.01 +4.8%
164 RSP INVESCO EXCHANGE TRADED FD T 2,143.0 $456K 0.10% NEW $212.74 +3.3%
165 SNDK CALL SANDISK CORP Technology 200.0 $455K 0.10% -400.0 -66.7% $2273.73 -28.5%
166 SCHW SCHWAB CHARLES CORP Financial Services 4,894.0 $452K 0.10% +169.0 +3.6% $92.26 +21.0%
167 DFIV DIMENSIONAL ETF TRUST 8,272.0 $447K 0.10% $54.02 +6.8%
168 EIX EDISON INTL Utilities 5,966.0 $444K 0.10% -225.0 -3.6% $74.44 -1.0%
169 SMH VANECK ETF TRUST 674.0 $442K 0.10% NEW $656.28 -13.2%
170 ALL ALLSTATE CORP Financial Services 1,819.0 $433K 0.10% +763.0 +72.2% $237.95 +9.8%
171 ABT ABBOTT LABORATORIES Healthcare 4,734.0 $430K 0.09% +294.0 +6.6% $90.74 +24.2%
172 MSB MESABI TR Financial Services 16,856.0 $426K 0.09% $25.30 -8.3%
173 GLW CORNING INC Technology 1,592.0 $407K 0.09% -256.0 -13.8% $255.48 -37.4%
174 SBUX STARBUCKS CORP Consumer Cyclical 3,979.0 $407K 0.09% +26.0 +0.7% $102.19 +3.7%
175 XNTK SPDR SERIES TRUST 1,033.0 $404K 0.09% $390.65 -8.5%
176 AOM ISHARES TR 8,074.0 $403K 0.09% +133.0 +1.7% $49.89 -0.5%
177 GLNG GOLAR LNG LTD Energy 8,073.0 $402K 0.09% -998.0 -11.0% $49.84 +4.7%
178 FIX COMFORT SYS USA INC Industrials 200.0 $397K 0.09% $1986.28 -12.5%
179 T AT&T INC Communication Services 18,856.0 $390K 0.09% -693.0 -3.5% $20.70 +20.3%
180 VSS VANGUARD INTL EQUITY INDEX F 2,527.0 $390K 0.09% $154.29 +2.1%
Page 9 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%