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
-3.25%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$406M
AUM Growth
+$5.16M
Cap. Flow
+$47.3M
Cap. Flow %
11.65%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Growth ETF
VUG
+$2.22M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$1.74M
3
ABBV icon
AbbVie
ABBV
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.83M
2
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.22M
3
SLV icon
iShares Silver Trust
SLV
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

Rank Sector Weight
1 Technology 29.83%
2 Financials 7.62%
3 Healthcare 7.2%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
226
CVS Health
CVS
$137B
$254K 0.06%
3,532
+39
+1% +$3K
TRV icon
227
Travelers Companies
TRV
$78.5B
$254K 0.06%
869
+1
+0.1% +$293
VNQ icon
228
Vanguard Real Estate ETF
VNQ
$39.6B
$253K 0.06%
2,847
+10
+0.4% +$917
GLW icon
229
Corning
GLW
$133B
$251K 0.06%
+1,848
New +$223K
LIN icon
230
Linde
LIN
$237B
$248K 0.06%
500
– –
CMI icon
231
Cummins
CMI
$89.5B
$247K 0.06%
+459
New +$260K
MMM icon
232
3M
MMM
$83.4B
$242K 0.06%
1,668
-19
-1% -$3.03K
TSLX icon
233
Sixth Street Specialty
TSLX
$1.66B
$239K 0.06%
13,030
– –
EAOA icon
234
iShares ESG Aware Aggressive Allocation ETF
EAOA
$36.8M
$239K 0.06%
5,896
+161
+3% +$6.75K
PFG icon
235
Principal Financial Group
PFG
$24.6B
$239K 0.06%
2,648
– –
ESLT icon
236
Elbit Systems
ESLT
$34.7B
$238K 0.06%
+280
New +$216K
STWD icon
237
Starwood Property Trust
STWD
$6.3B
$237K 0.06%
13,777
+102
+0.7% +$1.83K
BBIO icon
238
BridgeBio Pharma
BBIO
$15.9B
$237K 0.06%
3,193
+37
+1% +$2.68K
PAYX icon
239
Paychex
PAYX
$40.7B
$232K 0.06%
2,515
-74
-3% -$7.32K
NVS icon
240
Novartis
NVS
$293B
$229K 0.06%
+1,498
New +$230K
SNOW icon
241
Snowflake
SNOW
$93.2B
$228K 0.06%
+1,511
New +$280K
EMB icon
242
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$227K 0.06%
2,419
+17
+0.7% +$1.63K
AMAT icon
243
Applied Materials
AMAT
$421B
$227K 0.06%
+663
New +$223K
IDXX icon
244
Idexx Laboratories
IDXX
$44.8B
$225K 0.06%
400
– –
VBR icon
245
Vanguard Small-Cap Value ETF
VBR
$37.1B
$223K 0.05%
1,024
– –
ICE icon
246
Intercontinental Exchange
ICE
$79B
$222K 0.05%
1,410
-101
-7% -$16.5K
ALL icon
247
Allstate
ALL
$64.3B
$219K 0.05%
1,056
+1
+0.1% +$205
RDDT icon
248
Reddit
RDDT
$34.9B
$216K 0.05%
1,607
-907
-36% -$154K
TXN icon
249
Texas Instruments
TXN
$258B
$215K 0.05%
+1,109
New +$225K
CRM icon
250
Salesforce
CRM
$140B
$212K 0.05%
1,134
-103
-8% -$21.3K
8 9
10
11 12

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 Q1 2026 Portfolio in Review

As of Q1 2026, Westmount Partners held 282 positions worth $406M, up 1.3% from $401M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Westmount Partners deployed $47.3M of net new capital in Q1 2026, opening 36 new positions and adding to 121 existing holdings. Its largest new stake was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Illumina, an estimated $654K trimmed.

  • Westmount Partners's largest Q1 2026 buy was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.
  • Westmount Partners added most to Vanguard Growth ETF in Q1 2026, an estimated $2.22M increase.
  • Westmount Partners's biggest Q1 2026 reduction was Illumina, cutting an estimated $654K.
  • Westmount Partners fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026, selling an estimated $2.83M.
  • Westmount Partners's ten largest holdings make up 37% of its $406M portfolio in Q1 2026.
  • Westmount Partners opened 36 new positions and closed 18 in Q1 2026.
  • Westmount Partners's portfolio value rose 1.3% quarter-over-quarter to $406M.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.