Westmount Partners
Latest statistics and disclosures from Westmount Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IWM, NVDA, AVGO, VOO, and represent 26.25% of Westmount Partners's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$21M), XSHQ, VUG, ABBV, MRVL, AMZN, GOOGL, IVE, TSLA, QQQ.
- Started 35 new stock positions in PYLD, GLW, GPIQ, FIX, JBND, NVS, SNOW, FNGR, PSLV, CRBU.
- Reduced shares in these 10 stocks: BIL, GOVI, , CYBR, ILMN, SGOV, QYLD, MELI, SHV, AGG.
- Sold out of its positions in BSX, DHR, TECL, QYLD, INTU, GOVI, AGG, ICLN, ACWI, SHV. SLV, SGOV, MELI, PSN, BIL, TME, UNH, CYBR.
- Westmount Partners was a net buyer of stock by $46M.
- Westmount Partners has $428M in assets under management (AUM), dropping by 6.57%.
- Central Index Key (CIK): 0002051491
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Portfolio Holdings for Westmount Partners
Westmount Partners holds 263 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.3 | $44M | 173k | 253.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.5 | $23M | +1089% | 94k | 248.00 |
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| NVIDIA Corporation (NVDA) | 3.7 | $16M | 90k | 174.40 |
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| Broadcom (AVGO) | 3.5 | $15M | 48k | 309.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $14M | 24k | 597.56 |
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| Microsoft Corporation (MSFT) | 3.3 | $14M | +6% | 38k | 370.17 |
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| Caci Intl Cl A (CACI) | 2.7 | $12M | 21k | 543.87 |
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| Amazon (AMZN) | 2.3 | $10M | +14% | 48k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $9.4M | +14% | 33k | 287.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $8.8M | +7% | 18k | 479.20 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $8.7M | -2% | 13k | 650.36 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.8 | $7.7M | +2% | 56k | 138.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $7.6M | 12k | 653.20 |
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| Wal-Mart Stores (WMT) | 1.7 | $7.1M | +3% | 57k | 124.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $6.5M | -3% | 20k | 320.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $5.4M | +18% | 9.4k | 577.18 |
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| International Business Machines (IBM) | 1.1 | $4.7M | 19k | 242.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $4.6M | +20% | 16k | 286.85 |
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| Illumina (ILMN) | 1.0 | $4.3M | -12% | 35k | 123.26 |
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| Masimo Corporation (MASI) | 1.0 | $4.3M | 24k | 177.87 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $3.6M | +132% | 8.4k | 436.79 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.6M | +5% | 3.6k | 996.30 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.8 | $3.3M | +2% | 37k | 88.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $3.3M | 26k | 124.31 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $3.1M | +32% | 18k | 169.66 |
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| Meta Platforms Cl A (META) | 0.7 | $3.1M | -2% | 5.4k | 572.17 |
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| Bank of Marin Ban (BMRC) | 0.7 | $3.0M | 116k | 25.63 |
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| Netflix (NFLX) | 0.7 | $2.9M | 30k | 96.15 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.7 | $2.9M | 60k | 48.46 |
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| Oracle Corporation (ORCL) | 0.7 | $2.8M | +2% | 19k | 147.11 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.8M | +12% | 11k | 244.44 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $2.7M | 105k | 25.64 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.7M | +4% | 9.1k | 294.17 |
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| Abbvie (ABBV) | 0.6 | $2.6M | +143% | 12k | 217.49 |
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| Tesla Motors (TSLA) | 0.6 | $2.6M | +61% | 7.1k | 371.74 |
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| Korn Ferry Com New (KFY) | 0.6 | $2.6M | 42k | 62.95 |
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| Procter & Gamble Company (PG) | 0.6 | $2.5M | +16% | 17k | 144.44 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.6 | $2.5M | +80% | 12k | 211.16 |
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| Wells Fargo & Company (WFC) | 0.6 | $2.4M | 31k | 79.61 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.4M | 25k | 97.13 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $2.2M | 80k | 27.85 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.5 | $2.2M | NEW | 40k | 54.84 |
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| Home Depot (HD) | 0.5 | $2.1M | 6.5k | 328.91 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | +12% | 2.3k | 919.92 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.1M | 42k | 50.34 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $1.9M | -2% | 28k | 69.30 |
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| Visa Com Cl A (V) | 0.5 | $1.9M | 6.4k | 302.26 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.9M | 66k | 29.13 |
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| Astrana Health Com New (ASTH) | 0.4 | $1.9M | -2% | 78k | 24.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $1.9M | +13% | 17k | 113.11 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.4 | $1.8M | 38k | 48.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.7M | 4.8k | 356.54 |
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| Walt Disney Company (DIS) | 0.4 | $1.7M | 18k | 96.38 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $1.7M | 24k | 71.13 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $1.6M | 3.5k | 460.99 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.6M | 11k | 142.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $1.5M | 61k | 24.75 |
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| Phillips 66 (PSX) | 0.3 | $1.4M | 7.9k | 182.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 2.00 | 718140.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $1.4M | +2% | 15k | 90.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.4M | 3.2k | 426.37 |
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| Boeing Company (BA) | 0.3 | $1.4M | +149% | 6.8k | 199.03 |
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| Amgen (AMGN) | 0.3 | $1.3M | +3% | 3.8k | 351.82 |
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| Qualcomm (QCOM) | 0.3 | $1.3M | 10k | 128.78 |
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| Marvell Technology (MRVL) | 0.3 | $1.3M | NEW | 13k | 99.05 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.3M | +79% | 4.7k | 283.76 |
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| Caterpillar (CAT) | 0.3 | $1.3M | 1.9k | 708.64 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.3 | $1.3M | 40k | 32.43 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.3M | 45k | 29.08 |
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| Intel Corporation (INTC) | 0.3 | $1.3M | +179% | 29k | 44.13 |
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| Spdr Series Trust State Street Spd (SDY) | 0.3 | $1.3M | 8.6k | 145.94 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $1.2M | 36k | 33.97 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.2M | 9.2k | 132.90 |
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| Williams-Sonoma (WSM) | 0.3 | $1.2M | +4% | 6.6k | 182.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | 19k | 64.08 |
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| RadNet (RDNT) | 0.3 | $1.1M | 20k | 55.89 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.3 | $1.1M | +9% | 17k | 64.35 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $1.1M | +83% | 20k | 56.79 |
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| American Express Company (AXP) | 0.3 | $1.1M | +63% | 3.6k | 302.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | +2% | 14k | 79.27 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.0M | +11% | 1.5k | 697.85 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $993k | 26k | 38.26 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $985k | +4% | 13k | 78.41 |
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| Ionis Pharmaceuticals (IONS) | 0.2 | $973k | 13k | 75.09 |
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| Bank of America Corporation (BAC) | 0.2 | $964k | -11% | 20k | 48.75 |
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| Honeywell International (HON) | 0.2 | $938k | 4.2k | 226.04 |
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| ConocoPhillips (COP) | 0.2 | $934k | 7.1k | 132.00 |
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| Coca-Cola Company (KO) | 0.2 | $934k | 12k | 76.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $928k | -2% | 4.3k | 215.07 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.2 | $920k | 4.1k | 222.81 |
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| Sempra Energy (SRE) | 0.2 | $918k | -4% | 9.4k | 97.17 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $917k | +11% | 37k | 25.10 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $906k | 28k | 32.95 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $838k | +14% | 2.5k | 337.91 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $823k | 8.5k | 96.98 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $822k | NEW | 4.5k | 181.42 |
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| Goldman Sachs (GS) | 0.2 | $780k | +99% | 922.00 | 845.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $777k | -5% | 12k | 67.53 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $771k | 1.3k | 604.42 |
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| Rush Street Interactive (RSI) | 0.2 | $763k | 35k | 21.75 |
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| Chevron Corporation (CVX) | 0.2 | $752k | -2% | 3.6k | 206.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $743k | -8% | 2.8k | 261.89 |
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| Palo Alto Networks (PANW) | 0.2 | $738k | NEW | 4.6k | 160.32 |
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| Pepsi (PEP) | 0.2 | $729k | +16% | 4.7k | 155.30 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $728k | +31% | 12k | 62.45 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $724k | 3.4k | 213.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $719k | 3.7k | 196.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $711k | 13k | 54.05 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $697k | NEW | 8.4k | 82.75 |
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| Nextera Energy (NEE) | 0.2 | $688k | +11% | 7.4k | 92.88 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $687k | NEW | 6.8k | 101.14 |
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| McDonald's Corporation (MCD) | 0.2 | $685k | 2.2k | 310.79 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $676k | 1.4k | 499.82 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $669k | 3.1k | 213.66 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $656k | 1.8k | 367.44 |
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| Ge Vernova (GEV) | 0.2 | $655k | +74% | 750.00 | 873.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $650k | +184% | 1.7k | 390.41 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $641k | 2.4k | 272.33 |
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| Bristol Myers Squibb (BMY) | 0.1 | $629k | 10k | 60.65 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $629k | 5.3k | 118.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $628k | 5.5k | 114.98 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $595k | NEW | 17k | 35.53 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $592k | NEW | 11k | 53.77 |
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| Merck & Co (MRK) | 0.1 | $588k | +6% | 4.9k | 120.28 |
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| Philip Morris International (PM) | 0.1 | $581k | 3.5k | 165.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $576k | 1.3k | 430.29 |
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| At&t (T) | 0.1 | $567k | 20k | 28.99 |
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| Lowe's Companies (LOW) | 0.1 | $565k | 2.4k | 236.26 |
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| Union Pacific Corporation (UNP) | 0.1 | $561k | +21% | 2.3k | 242.66 |
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| Cisco Systems (CSCO) | 0.1 | $561k | +42% | 7.2k | 77.59 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $558k | NEW | 23k | 24.39 |
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| Apollo Global Mgmt (APO) | 0.1 | $557k | 5.0k | 111.42 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $553k | 7.4k | 75.10 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $542k | -2% | 5.6k | 97.23 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.1 | $541k | 20k | 26.91 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $539k | -12% | 1.1k | 491.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $532k | +2% | 7.6k | 69.75 |
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| Altria (MO) | 0.1 | $530k | 8.0k | 65.99 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.1 | $530k | 4.2k | 124.90 |
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| Mesabi Tr Ctf Ben Int (MSB) | 0.1 | $530k | -19% | 17k | 31.43 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $528k | 4.0k | 130.93 |
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| Deere & Company (DE) | 0.1 | $520k | 923.00 | 563.53 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $520k | 1.8k | 287.20 |
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| Garmin SHS (GRMN) | 0.1 | $512k | 2.2k | 232.01 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $510k | +6% | 13k | 39.73 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $505k | NEW | 9.9k | 50.98 |
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| Nucor Corporation (NUE) | 0.1 | $496k | 2.9k | 169.10 |
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| Cardinal Health (CAH) | 0.1 | $494k | NEW | 2.3k | 211.31 |
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| Golar Lng SHS (GLNG) | 0.1 | $491k | 9.1k | 54.11 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.1 | $490k | 11k | 43.37 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $488k | +3% | 5.3k | 92.29 |
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| Fair Isaac Corporation (FICO) | 0.1 | $476k | 446.00 | 1067.54 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $473k | 5.0k | 94.56 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $472k | 5.4k | 86.64 |
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| CSX Corporation (CSX) | 0.1 | $469k | 11k | 41.05 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $464k | +43% | 6.5k | 70.92 |
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| Abbott Laboratories (ABT) | 0.1 | $456k | 4.4k | 102.67 |
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| Edison International (EIX) | 0.1 | $453k | 6.2k | 73.18 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $444k | 4.7k | 93.99 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $437k | +50% | 8.3k | 52.78 |
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| Grail (GRAL) | 0.1 | $428k | 8.3k | 51.68 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $426k | 2.9k | 148.11 |
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| Celestica (CLS) | 0.1 | $423k | -39% | 1.5k | 281.68 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $420k | 318.00 | 1320.83 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $418k | 2.7k | 155.11 |
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| Eaton Corp SHS (ETN) | 0.1 | $414k | +3% | 1.2k | 357.67 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $413k | -19% | 7.8k | 52.76 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.1 | $405k | NEW | 8.2k | 49.49 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $405k | 13k | 30.50 |
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| Gilead Sciences (GILD) | 0.1 | $396k | 2.8k | 139.36 |
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| Shell Spon Ads (SHEL) | 0.1 | $392k | 4.2k | 93.00 |
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| Mueller Industries (MLI) | 0.1 | $387k | NEW | 3.5k | 110.80 |
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| V.F. Corporation (VFC) | 0.1 | $382k | NEW | 23k | 16.99 |
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| United Rentals (URI) | 0.1 | $381k | 523.00 | 728.79 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $379k | 13k | 28.71 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $377k | +35% | 2.2k | 174.61 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.1 | $376k | +12% | 7.9k | 47.37 |
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| Kla Corp Com New (KLAC) | 0.1 | $374k | NEW | 254.00 | 1473.36 |
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| Verizon Communications (VZ) | 0.1 | $373k | +3% | 7.4k | 50.20 |
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| Advanced Micro Devices (AMD) | 0.1 | $370k | -11% | 1.8k | 203.39 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $370k | 4.4k | 83.73 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $368k | 2.5k | 145.79 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $368k | -2% | 1.9k | 192.86 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $358k | 3.2k | 110.36 |
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| Starbucks Corporation (SBUX) | 0.1 | $354k | +5% | 4.0k | 89.58 |
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| Pfizer (PFE) | 0.1 | $354k | +21% | 13k | 28.08 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $352k | 5.8k | 61.26 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $350k | NEW | 11k | 32.22 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $349k | NEW | 7.0k | 49.99 |
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| Trust For Professional Man Cross Brg Ultrst | 0.1 | $349k | -28% | 18k | 19.56 |
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| Carvana Cl A (CVNA) | 0.1 | $347k | 1.1k | 314.38 |
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| Waste Management (WM) | 0.1 | $338k | 1.5k | 229.82 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $333k | 9.0k | 37.20 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $331k | 1.0k | 330.87 |
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| PNC Financial Services (PNC) | 0.1 | $328k | -2% | 1.6k | 208.12 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $324k | NEW | 12k | 26.20 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $321k | 22k | 14.37 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $320k | -10% | 2.2k | 146.28 |
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| Servicenow (NOW) | 0.1 | $316k | +103% | 3.0k | 104.55 |
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| Blackrock (BLK) | 0.1 | $316k | +4% | 328.00 | 961.89 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $313k | +71% | 8.1k | 38.42 |
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| Citigroup Com New (C) | 0.1 | $312k | NEW | 2.8k | 113.39 |
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| Consolidated Edison (ED) | 0.1 | $312k | 2.8k | 113.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $304k | 1.5k | 205.80 |
|
|
| Neonc Technologies Hldgs (NTHI) | 0.1 | $304k | 43k | 7.01 |
|
|
| Sofi Technologies (SOFI) | 0.1 | $295k | NEW | 19k | 15.88 |
|
| Booking Holdings (BKNG) | 0.1 | $291k | 69.00 | 4211.03 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $287k | -2% | 1.7k | 164.61 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $286k | -4% | 6.9k | 41.68 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $286k | NEW | 1.0k | 275.11 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $279k | 2.8k | 100.62 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $278k | 1.0k | 277.87 |
|
|
| TJX Companies (TJX) | 0.1 | $278k | 1.7k | 159.66 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $277k | 804.00 | 343.99 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $276k | NEW | 1.1k | 243.10 |
|
| Comfort Systems USA (FIX) | 0.1 | $276k | NEW | 200.00 | 1381.42 |
|
| Uber Technologies (UBER) | 0.1 | $271k | NEW | 3.8k | 71.93 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $270k | 3.0k | 91.51 |
|
|
| Inmode SHS (INMD) | 0.1 | $267k | NEW | 20k | 13.68 |
|
| Stryker Corporation (SYK) | 0.1 | $264k | +18% | 803.00 | 328.59 |
|
| Spdr Series Trust State Street Spd (XNTK) | 0.1 | $264k | 1.0k | 255.28 |
|
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $262k | 8.0k | 32.73 |
|
|
| Nike CL B (NKE) | 0.1 | $260k | +7% | 4.9k | 52.82 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $259k | 6.3k | 40.79 |
|
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $254k | 3.2k | 79.09 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $254k | 3.5k | 71.83 |
|
|
| Travelers Companies (TRV) | 0.1 | $254k | 869.00 | 291.83 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $253k | 2.8k | 88.71 |
|
|
| Corning Incorporated (GLW) | 0.1 | $251k | NEW | 1.8k | 135.94 |
|
| Linde SHS (LIN) | 0.1 | $248k | 500.00 | 495.96 |
|
|
| Cummins (CMI) | 0.1 | $247k | NEW | 459.00 | 537.74 |
|
| 3M Company (MMM) | 0.1 | $242k | 1.7k | 145.20 |
|
|
| Sixth Street Specialty Lending (TSLX) | 0.1 | $240k | 13k | 18.38 |
|
|
| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $239k | +2% | 5.9k | 40.54 |
|
| Principal Financial (PFG) | 0.1 | $239k | 2.6k | 90.11 |
|
|
| Elbit Sys Ord (ESLT) | 0.1 | $238k | NEW | 280.00 | 849.09 |
|
| Starwood Property Trust (STWD) | 0.1 | $237k | 14k | 17.22 |
|
|
| Bridgebio Pharma (BBIO) | 0.1 | $237k | 3.2k | 74.26 |
|
|
| Paychex (PAYX) | 0.1 | $232k | -2% | 2.5k | 92.12 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $229k | NEW | 1.5k | 152.73 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $228k | NEW | 1.5k | 150.82 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $227k | 2.4k | 93.92 |
|
|
| Applied Materials (AMAT) | 0.1 | $227k | NEW | 663.00 | 341.79 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $225k | 400.00 | 561.89 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $223k | 1.0k | 217.35 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $222k | -6% | 1.4k | 157.28 |
|
| Allstate Corporation (ALL) | 0.1 | $219k | 1.1k | 207.29 |
|
|
| Reddit Cl A (RDDT) | 0.1 | $216k | -36% | 1.6k | 134.65 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $215k | NEW | 1.1k | 194.12 |
|
| salesforce (CRM) | 0.0 | $212k | -8% | 1.1k | 186.73 |
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.0 | $209k | 6.0k | 34.81 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $204k | -9% | 1.0k | 198.29 |
|
| Sandisk Corp Call Option (SNDK) | 0.0 | $204k | NEW | 600.00 | 339.83 |
|
| Mattel (MAT) | 0.0 | $198k | 14k | 14.53 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $133k | 15k | 8.88 |
|
|
| Patriot Natl Bancorp Com New (PNBK) | 0.0 | $129k | +400% | 100k | 1.29 |
|
| Starz Entmt Corp (STRZ) | 0.0 | $115k | 10k | 11.50 |
|
|
| Western Asset Global High Income Fnd (EHI) | 0.0 | $59k | 10k | 5.90 |
|
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $55k | 24k | 2.27 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $37k | NEW | 20k | 1.90 |
|
| Opko Health (OPK) | 0.0 | $21k | 19k | 1.14 |
|
|
| Fingermotion (FNGR) | 0.0 | $20k | NEW | 20k | 0.99 |
|
| Fate Therapeutics (FATE) | 0.0 | $12k | 10k | 1.20 |
|
Past Filings by Westmount Partners
SEC 13F filings are viewable for Westmount Partners going back to 2024
- Westmount Partners 2026 Q1 filed April 16, 2026
- Westmount Partners 2025 Q4 filed Jan. 15, 2026
- Westmount Partners 2025 Q3 filed Oct. 14, 2025
- Westmount Partners 2025 Q2 filed July 9, 2025
- Westmount Partners 2025 Q1 filed May 1, 2025
- Westmount Partners 2023 Q1 filed Jan. 29, 2025
- Westmount Partners 2024 Q2 filed Jan. 28, 2025
- Westmount Partners 2024 Q1 filed Jan. 28, 2025
- Westmount Partners 2023 Q4 filed Jan. 28, 2025
- Westmount Partners 2023 Q3 filed Jan. 28, 2025
- Westmount Partners 2023 Q2 filed Jan. 28, 2025
- Westmount Partners 2022 Q4 filed Jan. 28, 2025
- Westmount Partners 2024 Q3 filed Jan. 13, 2025
- Westmount Partners 2024 Q4 filed Jan. 13, 2025