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Westmount Partners Portfolio holdings
AUM
$457M
Turnover
22.11%
1-Year Est. Return
31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
(+13%)
Cap. Flow
-$4.31M
Cap. Flow % of AUM
Cap. Flow %
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28
Avg Time Held
Equity + Options
2.2
years
Top 10 Avg Time Held
Equity + Options
2.1
years
Top 20 Avg Time Held
Equity + Options
2.7
years
Avg Time Held Equity only
2.4
years
Top 10 Avg Time Held Equity only
2.1
years
Top 20 Avg Time Held Equity only
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.37M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.37M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.66M |
| 4 |
Airbnb
ABNB
|
+$1.04M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Masimo
MASI
|
+$4.31M |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
+$2.19M |
| 3 |
Illumina
ILMN
|
+$1.81M |
| 4 |
AbbVie
ABBV
|
+$1.39M |
| 5 |
CACI
CACI
|
+$943K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35.78% |
| 2 | Technology | 31.66% |
| 3 | Financials | 7.3% |
| 4 | Communication Services | 5.74% |
| 5 | Healthcare | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
226
Palantir
PLTR
$407B
| $261K | 0.06% |
2,233
+49
| +2% | +$6.68K |
2025 Q2
4 quarters
|
|
227
Seagate
STX
$115B
| $260K | 0.06% |
+269
| New | +$205K |
2026 Q2
0 quarters
|
|
228
Schwab US Dividend Equity ETF
SCHD
$122B
| $256K | 0.06% |
+8,084
| New | +$256K |
2026 Q2
0 quarters
|
|
229
Pfizer
PFE
$167B
| $255K | 0.06% |
10,594
-2,004
| -16% | -$52.4K |
2022 Q4
14 quarters
|
|
230
Citigroup
C
$202B
| $249K | 0.05% |
1,780
-973
| -35% | -$127K |
2026 Q1
1 quarter
|
|
231
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
| $249K | 0.05% |
1,025
+1
| +0.1% | +$233 |
2025 Q3
3 quarters
|
|
232
Paychex
PAYX
$41.4B
| $247K | 0.05% |
2,515
| – | – |
2023 Q3
11 quarters
|
|
233
Novartis
NVS
$308B
| $243K | 0.05% |
1,548
+50
| +3% | +$7.5K |
2026 Q1
1 quarter
|
|
234
Blackrock
BLK
$189B
| $242K | 0.05% |
252
-76
| -23% | -$78.6K |
2025 Q1
5 quarters
|
|
235
DELISTED
iShares ESG Aware Growth Allocation ETF
EAOR
| $241K | 0.05% |
6,369
+352
| +6% | +$13K |
2025 Q3
3 quarters
|
|
236
Barrick Mining
B
$65.3B
| $233K | 0.05% |
6,338
| – | – |
2025 Q3
3 quarters
|
|
237
BridgeBio Pharma
BBIO
$15.3B
| $232K | 0.05% |
3,118
-75
| -2% | -$5.25K |
2025 Q4
2 quarters
|
|
238
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.7B
| $232K | 0.05% |
2,406
-13
| -0.5% | -$1.24K |
2025 Q1
5 quarters
|
|
239
Coinbase
COIN
$35B
| $232K | 0.05% |
1,584
-573
| -27% | -$103K |
2023 Q4
10 quarters
|
|
240
Starwood Property Trust
STWD
$4.33B
| $231K | 0.05% |
14,074
+297
| +2% | +$5.17K |
2023 Q1
13 quarters
|
|
241
KLA
KLAC
$199B
| $230K | 0.05% |
762
-1,778
| -70% | -$353K |
2026 Q1
1 quarter
|
|
242
Sixth Street Specialty
TSLX
$1.7B
| $224K | 0.05% |
13,030
| – | – |
2022 Q4
14 quarters
|
|
243
Affiliated Managers Group
AMG
$10.4B
| $224K | 0.05% |
+661
| New | +$205K |
2026 Q2
0 quarters
|
|
244
Manulife Financial
MFC
$73.1B
| $218K | 0.05% |
+5,393
| New | +$209K |
2026 Q2
0 quarters
|
|
245
CALL
Lam Research
LRCX
$278B
| $217K | 0.05% |
+500
| New | +$152K |
2026 Q2
0 quarters
|
|
246
Vanguard S&P 500 Growth ETF
VOOG
$26B
| $216K | 0.05% |
+2,612
| New | +$207K |
2026 Q2
0 quarters
|
|
247
Reddit
RDDT
$19.1B
| $214K | 0.05% |
1,230
-377
| -23% | -$60.4K |
2024 Q4
6 quarters
|
|
248
Elbit Systems
ESLT
$34.7B
| $212K | 0.05% |
280
| – | – |
2026 Q1
1 quarter
|
|
249
iShares MSCI ACWI ETF
ACWI
$32.2B
| $211K | 0.05% |
+1,343
| New | +$205K |
2026 Q2
0 quarters
|
|
250
Idexx Laboratories
IDXX
$54.9B
| $211K | 0.05% |
400
| – | – |
2025 Q2
4 quarters
|
|
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Westmount Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Westmount Partners held 303 positions worth $457M, up 13% from $406M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Westmount Partners's Q2 2026 filing shows 39 new, 108 increased, 65 reduced and 28 closed positions. Its largest new stake was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M. The largest sale was Masimo, an estimated $4.31M.
By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 34% a quarter earlier, followed by Technology and Financials.
- Westmount Partners's largest Q2 2026 buy was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M.
- Westmount Partners added most to Apple in Q2 2026, an estimated $3.37M increase.
- Westmount Partners's biggest Q2 2026 reduction was Illumina, cutting an estimated $1.81M.
- Westmount Partners fully exited Masimo in Q2 2026, selling an estimated $4.31M.
- Westmount Partners's ten largest holdings make up 38% of its $457M portfolio in Q2 2026.
- Westmount Partners opened 39 new positions and closed 28 in Q2 2026.
- Westmount Partners's portfolio value rose 13% quarter-over-quarter to $457M.
Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.