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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
ACN icon
276
Accenture
ACN
$114B
– –
-1,030
Closed -$204K
ADBE icon
277
Adobe
ADBE
$106B
– –
-1,137
Closed -$276K
CAH icon
278
Cardinal Health
CAH
$57.5B
– –
-2,338
Closed -$494K
CMI icon
279
Cummins
CMI
$77.2B
– –
-459
Closed -$247K
CRBU icon
280
Caribou Biosciences
CRBU
$168M
– –
-19,609
Closed -$37.3K
CRM icon
281
Salesforce
CRM
$213B
– –
-1,134
Closed -$212K
CRWD icon
282
CrowdStrike
CRWD
$218B
– –
-6,660
Closed -$650K
DFIC icon
283
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
– –
-16,750
Closed -$595K
DIHP icon
284
Dimensional International High Profitability ETF
DIHP
$6.58B
– –
-10,850
Closed -$350K
EHI
285
Western Asset Global High Income Fund
EHI
$173M
– –
-10,000
Closed -$59K
HON icon
286
Honeywell
HON
$66.4B
– –
-4,150
Closed -$938K
IBIT icon
287
iShares Bitcoin Trust
IBIT
$61.8B
– –
-8,135
Closed -$313K
ICE icon
288
Intercontinental Exchange
ICE
$90.5B
– –
-1,410
Closed -$222K
IWM icon
289
PUT
iShares Russell 2000 ETF
IWM
$81.2B
– –
-86,200
Closed -$186K
JBND icon
290
JPMorgan Active Bond ETF
JBND
$8.61B
– –
-11,000
Closed -$591K
JMST icon
291
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.31B
– –
-9,900
Closed -$505K
JMUB icon
292
JPMorgan Municipal ETF
JMUB
$8.66B
– –
-6,985
Closed -$349K
MASI
293
DELISTED
Masimo
MASI
– –
-24,232
Closed -$4.31M
MLI icon
294
Mueller Industries
MLI
$14.1B
– –
-6,980
Closed -$387K
NKE icon
295
Nike
NKE
$57B
– –
-4,927
Closed -$260K
NOW icon
296
ServiceNow
NOW
$146B
– –
-3,020
Closed -$316K
PSLV icon
297
Sprott Physical Silver Trust
PSLV
$13.7B
– –
-22,866
Closed -$558K
RCL icon
298
Royal Caribbean
RCL
$70.9B
– –
-1,040
Closed -$286K
SNOW icon
299
Snowflake
SNOW
$117B
– –
-1,511
Closed -$228K
UBER icon
300
Uber
UBER
$155B
– –
-3,760
Closed -$270K
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.