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Westmount Partners Portfolio holdings

AUM $457M
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
Cap. Flow
-$4.31M
Cap. Flow %
-0.94%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
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
PLTR icon
226
Palantir
PLTR
$419B
$261K 0.06%
2,233
+49
+2% +$6.68K
STX icon
227
Seagate
STX
$192B
$260K 0.06%
+269
New +$205K
SCHD icon
228
Schwab US Dividend Equity ETF
SCHD
$112B
$256K 0.06%
+8,084
New +$256K
PFE icon
229
Pfizer
PFE
$162B
$255K 0.06%
10,594
-2,004
-16% -$52.4K
C icon
230
Citigroup
C
$231B
$249K 0.05%
1,780
-973
-35% -$127K
VBR icon
231
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$249K 0.05%
1,025
+1
+0.1% +$233
PAYX icon
232
Paychex
PAYX
$43.3B
$247K 0.05%
2,515
– –
NVS icon
233
Novartis
NVS
$304B
$243K 0.05%
1,548
+50
+3% +$7.5K
BLK icon
234
Blackrock
BLK
$174B
$242K 0.05%
252
-76
-23% -$78.6K
EAOR
235
DELISTED
iShares ESG Aware Growth Allocation ETF
EAOR
$241K 0.05%
6,369
+352
+6% +$13K
B
236
Barrick Mining
B
$73.7B
$233K 0.05%
6,338
– –
BBIO icon
237
BridgeBio Pharma
BBIO
$14.6B
$232K 0.05%
3,118
-75
-2% -$5.25K
EMB icon
238
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$232K 0.05%
2,406
-13
-0.5% -$1.25K
COIN icon
239
Coinbase
COIN
$48.7B
$232K 0.05%
1,584
-573
-27% -$103K
STWD icon
240
Starwood Property Trust
STWD
$5.95B
$231K 0.05%
14,074
+297
+2% +$5.17K
KLAC icon
241
KLA
KLAC
$242B
$230K 0.05%
762
-1,778
-70% -$353K
TSLX icon
242
Sixth Street Specialty
TSLX
$1.75B
$224K 0.05%
13,030
– –
AMG icon
243
Affiliated Managers Group
AMG
$9.57B
$224K 0.05%
+661
New +$205K
MFC icon
244
Manulife Financial
MFC
$73.5B
$218K 0.05%
+5,393
New +$209K
LRCX icon
245
CALL
Lam Research
LRCX
$385B
$217K 0.05%
+500
New +$152K
VOOG icon
246
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$216K 0.05%
+2,612
New +$207K
RDDT icon
247
Reddit
RDDT
$29.7B
$214K 0.05%
1,230
-377
-23% -$60.4K
ESLT icon
248
Elbit Systems
ESLT
$33B
$212K 0.05%
280
– –
ACWI icon
249
iShares MSCI ACWI ETF
ACWI
$33.5B
$211K 0.05%
+1,343
New +$205K
IDXX icon
250
Idexx Laboratories
IDXX
$42.2B
$211K 0.05%
400
– –
8 9
10
11 12

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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.