We are live on ! Find out more
WP

Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+3.4%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$401M
AUM Growth
+$13.9M
Cap. Flow
+$6.67M
Cap. Flow %
1.66%
Top 10 Hldgs %
39.82%
Holding
252
New
8
Increased
94
Reduced
75
Closed
6

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.02M
2
BMRC icon
Bank of Marin Bancorp
BMRC
+$2.95M
3
AAPL icon
Apple
AAPL
+$2.79M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
AMZN icon
Amazon
AMZN
+$985K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.49M
2
CUSD
CrossingBridge Ultra-Short Duration ETF
CUSD
+$1.12M
3
ILMN icon
Illumina
ILMN
+$881K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$627K
5
FICO icon
Fair Isaac
FICO
+$584K

Sector Composition

Rank Sector Weight
1 Technology 31.98%
2 Financials 8.13%
3 Healthcare 6.9%
4 Communication Services 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
226
Stryker
SYK
$122B
$237K 0.06%
675
-25
-4% -$9.11K
IBIT icon
227
iShares Bitcoin Trust
IBIT
$47.9B
$235K 0.06%
4,736
-617
-12% -$35.1K
PFG icon
228
Principal Financial Group
PFG
$24.2B
$234K 0.06%
2,648
– –
EMB icon
229
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$231K 0.06%
2,402
-30
-1% -$2.88K
NOW icon
230
ServiceNow
NOW
$108B
$227K 0.06%
1,485
-125
-8% -$21.4K
INTU icon
231
Intuit
INTU
$80.4B
$227K 0.06%
343
+3
+0.9% +$1.98K
ALL icon
232
Allstate
ALL
$65.3B
$220K 0.05%
1,055
– –
VBR icon
233
Vanguard Small-Cap Value ETF
VBR
$36.8B
$217K 0.05%
1,024
– –
LIN icon
234
Linde
LIN
$237B
$213K 0.05%
+500
New +$214K
EAOR icon
235
iShares ESG Aware Growth Allocation ETF
EAOR
$32.5M
$213K 0.05%
6,017
+209
+4% +$7.37K
BSX icon
236
Boston Scientific
BSX
$65.1B
$212K 0.05%
2,223
-416
-16% -$40.8K
PSN icon
237
Parsons
PSN
$5.94B
$209K 0.05%
3,376
– –
UNH icon
238
UnitedHealth
UNH
$383B
$205K 0.05%
621
-412
-40% -$140K
ICLN icon
239
iShares Global Clean Energy ETF
ICLN
$2.43B
$194K 0.05%
+11,827
New +$197K
GSBD icon
240
Goldman Sachs BDC
GSBD
$978M
$137K 0.03%
14,790
– –
STRZ
241
Starz Entertainment Corp
STRZ
$458M
$117K 0.03%
10,000
-2
-0% -$23
NNOX icon
242
Nano X Imaging
NNOX
$77.3M
$67.8K 0.02%
24,200
– –
EHI
243
Western Asset Global High Income Fund
EHI
$180M
$64.1K 0.02%
10,000
-3,000
-23% -$19.1K
PNBK icon
244
Patriot National Bancorp
PNBK
$136M
$36.4K 0.01%
+20,000
New +$27.6K
OPK icon
245
Opko Health
OPK
$906M
$23.4K 0.01%
18,550
+2,000
+12% +$2.78K
FATE icon
246
Fate Therapeutics
FATE
$325M
$9.92K ﹤0.01%
10,098
– –
DHI icon
247
D.R. Horton
DHI
$41.1B
– –
-1,194
Closed -$206K
DVY icon
248
iShares Select Dividend ETF
DVY
$23.6B
– –
-1,941
Closed -$276K
KMPR icon
249
Kemper
KMPR
$1.67B
– –
-4,035
Closed -$205K
MFC icon
250
Manulife Financial
MFC
$70.6B
– –
-8,608
Closed -$271K
7 8 9
10
11

Similar funds

AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

Westmount Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Westmount Partners held 252 positions worth $401M, up 3.6% from $387M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Westmount Partners's Q4 2025 filing shows 8 new, 94 increased, 75 reduced and 6 closed positions. Its largest new stake was Bank of Marin Bancorp: 114,559 shares worth $2.98M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Healthcare.

  • Westmount Partners's largest Q4 2025 buy was Bank of Marin Bancorp: 114,559 shares worth $2.98M.
  • Westmount Partners added most to NVIDIA in Q4 2025, an estimated $4.02M increase.
  • Westmount Partners's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.49M.
  • Westmount Partners fully exited Strategy Inc in Q4 2025, selling an estimated $497K.
  • Westmount Partners's ten largest holdings make up 40% of its $401M portfolio in Q4 2025.
  • Westmount Partners opened 8 new positions and closed 6 in Q4 2025.
  • Westmount Partners's portfolio value rose 3.6% quarter-over-quarter to $401M.

Based on Westmount Partners's 13F filing for Q4 2025, filed 15 Jan 2026.