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Westmount Partners Portfolio holdings
AUM
$457M
Turnover
22.11%
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
(+13%)
Cap. Flow
-$4.31M
Cap. Flow % of AUM
Cap. Flow %
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28
Avg Time Held
Equity + Options
2.2
years
Top 10 Avg Time Held
Equity + Options
2.1
years
Top 20 Avg Time Held
Equity + Options
2.7
years
Avg Time Held Equity only
2.4
years
Top 10 Avg Time Held Equity only
2.1
years
Top 20 Avg Time Held Equity only
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.37M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.37M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.66M |
| 4 |
Airbnb
ABNB
|
+$1.04M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Masimo
MASI
|
+$4.31M |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
+$2.19M |
| 3 |
Illumina
ILMN
|
+$1.81M |
| 4 |
AbbVie
ABBV
|
+$1.39M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$185B
| $202K | 0.04% |
+2,302
| New | +$196K |
2026 Q2
0 quarters
|
|
252
Arista Networks
ANET
$251B
| $201K | 0.04% |
+1,182
| New | +$186K |
2026 Q2
0 quarters
|
|
253
CALL
Western Digital
WDC
$119B
| $192K | 0.04% |
+300
| New | +$146K |
2026 Q2
0 quarters
|
|
254
Mattel
MAT
$4.57B
| $189K | 0.04% |
13,637
| – | – |
2024 Q2
8 quarters
|
|
255
CALL
Celestica
CLS
$31B
| $146K | 0.03% |
+400
| New | +$150K |
2026 Q2
0 quarters
|
|
|
256
CALL
Apple
AAPL
$5.16T
| $145K | 0.03% |
+500
| New | +$143K |
2026 Q2
0 quarters
|
|
257
Goldman Sachs BDC
GSBD
$948M
| $140K | 0.03% |
14,790
-220
| -1% | -$2.04K |
2022 Q4
14 quarters
|
|
258
Sandisk
SNDK
$143B
| $139K | 0.03% |
+61
| New | +$87.1K |
2026 Q2
0 quarters
|
|
|
259
Western Digital
WDC
$119B
| $137K | 0.03% |
+215
| New | +$105K |
2026 Q2
0 quarters
|
|
260
CALL
Eli Lilly
LLY
$1.27T
| $120K | 0.03% |
+100
| New | +$102K |
2026 Q2
0 quarters
|
|
261
CALL
GE Vernova
GEV
$217B
| $117K | 0.03% |
+100
| New | +$102K |
2026 Q2
0 quarters
|
|
262
CALL
Seagate
STX
$129B
| $96.5K | 0.02% |
+100
| New | +$76.3K |
2026 Q2
0 quarters
|
|
263
Patriot National Bancorp
PNBK
$108M
| $95.8K | 0.02% |
100,000
| – | – |
2025 Q4
2 quarters
|
|
264
CALL
Tesla
TSLA
$1.56T
| $84.1K | 0.02% |
+200
| New | +$79.5K |
2026 Q2
0 quarters
|
|
265
Blend Labs
BLND
$248M
| $77K | 0.02% |
+45,000
| New | +$71.8K |
2026 Q2
0 quarters
|
|
266
Allogene Therapeutics
ALLO
$310M
| $74.9K | 0.02% |
+36,000
| New | +$79.1K |
2026 Q2
0 quarters
|
|
267
CALL
Applied Materials
AMAT
$319B
| $72.3K | 0.02% |
+100
| New | +$46.1K |
2026 Q2
0 quarters
|
|
268
CALL
NVIDIA
NVDA
$4.28T
| $60K | 0.01% |
+300
| New | +$61.7K |
2026 Q2
0 quarters
|
|
269
CALL
TSMC
TSM
$2.16T
| $47.8K | 0.01% |
+100
| New | +$40.6K |
2026 Q2
0 quarters
|
|
270
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$19.2B
| $40K | 0.01% |
+150
| New | +$25.2K |
2026 Q2
0 quarters
|
|
271
CALL
Broadcom
AVGO
$1.69T
| $37.8K | 0.01% |
+100
| New | +$40.1K |
2026 Q2
0 quarters
|
|
272
Nano X Imaging
NNOX
$29.2M
| $28.1K | 0.01% |
24,200
| – | – |
2024 Q1
9 quarters
|
|
273
Opko Health
OPK
$1.22B
| $27.8K | 0.01% |
18,550
| – | – |
2022 Q4
14 quarters
|
|
274
Fate Therapeutics
FATE
$202M
| $27.3K | 0.01% |
10,098
| – | – |
2025 Q3
3 quarters
|
|
275
FingerMotion
FNGR
$8.4M
| $7.57K | ﹤0.01% |
20,000
| – | – |
2026 Q1
1 quarter
|
|
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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.