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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
SPYM
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$202K 0.04%
+2,302
New +$196K
ANET icon
252
Arista Networks
ANET
$244B
$201K 0.04%
+1,182
New +$186K
WDC icon
253
CALL
Western Digital
WDC
$169B
$192K 0.04%
+300
New +$146K
MAT icon
254
Mattel
MAT
$4.15B
$189K 0.04%
13,637
– –
CLS icon
255
CALL
Celestica
CLS
$39.4B
$146K 0.03%
+400
New +$150K
AAPL icon
256
CALL
Apple
AAPL
$4.67T
$145K 0.03%
+500
New +$143K
GSBD icon
257
Goldman Sachs BDC
GSBD
$1.12B
$140K 0.03%
14,790
-220
-1% -$2.04K
SNDK
258
Sandisk
SNDK
$255B
$139K 0.03%
+61
New +$87.1K
WDC icon
259
Western Digital
WDC
$169B
$137K 0.03%
+215
New +$105K
LLY icon
260
CALL
Eli Lilly
LLY
$1.02T
$120K 0.03%
+100
New +$102K
GEV icon
261
CALL
GE Vernova
GEV
$251B
$117K 0.03%
+100
New +$102K
STX icon
262
CALL
Seagate
STX
$192B
$96.5K 0.02%
+100
New +$76.3K
PNBK icon
263
Patriot National Bancorp
PNBK
$132M
$95.8K 0.02%
100,000
– –
TSLA icon
264
CALL
Tesla
TSLA
$1.4T
$84.1K 0.02%
+200
New +$79.5K
BLND icon
265
Blend Labs
BLND
$364M
$77K 0.02%
+45,000
New +$71.8K
ALLO icon
266
Allogene Therapeutics
ALLO
$681M
$74.9K 0.02%
+36,000
New +$79.1K
AMAT icon
267
CALL
Applied Materials
AMAT
$361B
$72.3K 0.02%
+100
New +$46.1K
NVDA icon
268
CALL
NVIDIA
NVDA
$5.56T
$60K 0.01%
+300
New +$61.7K
TSM icon
269
CALL
TSMC
TSM
$2.22T
$47.8K 0.01%
+100
New +$40.6K
SOXL icon
270
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$20.1B
$40K 0.01%
+150
New +$25.2K
AVGO icon
271
CALL
Broadcom
AVGO
$1.7T
$37.8K 0.01%
+100
New +$40.1K
NNOX icon
272
Nano X Imaging
NNOX
$65.2M
$28.1K 0.01%
24,200
– –
OPK icon
273
Opko Health
OPK
$1.22B
$27.8K 0.01%
18,550
– –
FATE icon
274
Fate Therapeutics
FATE
$297M
$27.3K 0.01%
10,098
– –
FNGR icon
275
FingerMotion
FNGR
$15M
$7.57K ﹤0.01%
20,000
– –
9 10
11
12 13

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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.