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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
-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
+$24.7M
Cap. Flow %
6.09%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar 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 Miscellaneous 34.19%
2 Technology 29.83%
3 Financials 7.62%
4 Healthcare 7.2%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
226
CVS Health
CVS
$124B
$254K 0.06%
3,532
+39
+1% +$3K
TRV icon
227
Travelers Companies
TRV
$77B
$254K 0.06%
869
+1
+0.1% +$293
VNQ icon
228
Vanguard Real Estate ETF
VNQ
$37.9B
$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
$220B
$248K 0.06%
500
– –
CMI icon
231
Cummins
CMI
$77.2B
$247K 0.06%
+459
New +$260K
MMM icon
232
3M
MMM
$86.9B
$242K 0.06%
1,668
-19
-1% -$3.03K
TSLX icon
233
Sixth Street Specialty
TSLX
$1.75B
$239K 0.06%
13,030
– –
EAOA
234
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
$239K 0.06%
5,896
+161
+3% +$6.75K
PFG icon
235
Principal Financial Group
PFG
$25B
$239K 0.06%
2,648
– –
ESLT icon
236
Elbit Systems
ESLT
$33B
$238K 0.06%
+280
New +$216K
STWD icon
237
Starwood Property Trust
STWD
$5.95B
$237K 0.06%
13,777
+102
+0.7% +$1.83K
BBIO icon
238
BridgeBio Pharma
BBIO
$14.6B
$237K 0.06%
3,193
+37
+1% +$2.68K
PAYX icon
239
Paychex
PAYX
$43.3B
$232K 0.06%
2,515
-74
-3% -$7.32K
NVS icon
240
Novartis
NVS
$304B
$229K 0.06%
+1,498
New +$230K
SNOW icon
241
Snowflake
SNOW
$117B
$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
$361B
$227K 0.06%
+663
New +$223K
IDXX icon
244
Idexx Laboratories
IDXX
$42.2B
$225K 0.06%
400
– –
VBR icon
245
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
$223K 0.05%
1,024
– –
ICE icon
246
Intercontinental Exchange
ICE
$90.5B
$222K 0.05%
1,410
-101
-7% -$16.5K
ALL icon
247
Allstate
ALL
$65.6B
$219K 0.05%
1,056
+1
+0.1% +$205
RDDT icon
248
Reddit
RDDT
$29.7B
$216K 0.05%
1,607
-907
-36% -$154K
TXN icon
249
Texas Instruments
TXN
$236B
$215K 0.05%
+1,109
New +$225K
CRM icon
250
Salesforce
CRM
$213B
$212K 0.05%
1,134
-103
-8% -$21.3K
8 9
10
11 12

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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 $24.7M 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 Miscellaneous at 34% of assets, up from 34% a quarter earlier, followed by Technology and Financials.

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 Morningstar 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.