We are live on ! Find out more
Westmount Partners

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
Cap. Flow
-$4.31M
Cap. Flow %
-0.94%
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
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 icon
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 Held Since
ACN icon
276
Accenture
ACN
$154B
– –
-1,030
Closed -$204K –
ADBE icon
277
Adobe
ADBE
$93.1B
– –
-1,137
Closed -$276K –
CAH icon
278
Cardinal Health
CAH
$62.8B
– –
-2,338
Closed -$494K –
CMI icon
279
Cummins
CMI
$61.7B
– –
-459
Closed -$247K –
CRBU icon
280
Caribou Biosciences
CRBU
$48.5M
– –
-19,609
Closed -$37.3K –
CRM icon
281
Salesforce
CRM
$176B
– –
-1,134
Closed -$212K –
CRWD icon
282
CrowdStrike
CRWD
$222B
– –
-6,660
Closed -$650K –
DFIC icon
283
Dimensional International Core Equity 2 ETF
DFIC
$15B
– –
-16,750
Closed -$595K –
DIHP icon
284
Dimensional International High Profitability ETF
DIHP
$6.42B
– –
-10,850
Closed -$350K –
EHI icon
285
Western Asset Global High Income Fund
EHI
$162M
– –
-10,000
Closed -$59K –
HON icon
286
Honeywell
HON
$69.7B
– –
-4,150
Closed -$938K –
IBIT icon
287
iShares Bitcoin Trust
IBIT
$60.8B
– –
-8,135
Closed -$313K –
ICE icon
288
Intercontinental Exchange
ICE
$96.3B
– –
-1,410
Closed -$222K –
IWM icon
289
PUT
iShares Russell 2000 ETF
IWM
$76B
– –
-86,200
Closed -$186K –
JBND icon
290
JPMorgan Active Bond ETF
JBND
$9.5B
– –
-11,000
Closed -$591K –
JMST icon
291
JPMorgan Ultra-Short Municipal Income ETF
JMST
$8.3B
– –
-9,900
Closed -$505K –
JMUB icon
292
JPMorgan Municipal ETF
JMUB
$9.09B
– –
-6,985
Closed -$349K –
MASI icon
293
DELISTED
Masimo
MASI
– –
-24,232
Closed -$4.31M –
MLI icon
294
Mueller Industries
MLI
$11.5B
– –
-6,980
Closed -$387K –
NKE icon
295
Nike
NKE
$57.3B
– –
-4,927
Closed -$260K –
NOW icon
296
ServiceNow
NOW
$106B
– –
-3,020
Closed -$316K –
PSLV icon
297
Sprott Physical Silver Trust
PSLV
$10.6B
– –
-22,866
Closed -$558K –
RCL icon
298
Royal Caribbean
RCL
$87.5B
– –
-1,040
Closed -$286K –
SNOW icon
299
Snowflake
SNOW
$97.3B
– –
-1,511
Closed -$228K –
UBER icon
300
Uber
UBER
$140B
– –
-3,760
Closed -$270K –
9 10 11
12
13

Similar funds

AllGen Financial Advisors
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Warther Private Wealth
Warther Private Wealth Akron, Ohio $456M AUM 16.08% 1-Year Est. Return
Coleford Investment Management
Coleford Investment Management Toronto, Ontario, Canada $459M AUM 23.79% 1-Year Est. Return
VELA Investment Management
VELA Investment Management New Albany, Ohio $459M AUM 18.61% 1-Year Est. Return
Arrowpoint Investment Partners
Arrowpoint Investment Partners Singapore $459M AUM 93.97% 1-Year Est. Return
Miramar Capital
Miramar Capital Northbrook, Illinois $455M AUM 15.58% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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.