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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 | |
|---|---|---|---|---|---|---|---|
301
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
| – | – |
-8,420
| Closed | -$697K | – |
|
302
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$4.22B
| – | – |
-6,797
| Closed | -$687K | – |
|
|
303
Invesco S&P SmallCap Quality ETF
XSHQ
$295M
| – | – |
-40,000
| Closed | -$2.19M | – |
|
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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.