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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
VCIT icon
301
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
– –
-8,420
Closed -$697K
VTES icon
302
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.22B
– –
-6,797
Closed -$687K
XSHQ icon
303
Invesco S&P SmallCap Quality ETF
XSHQ
$310M
– –
-40,000
Closed -$2.19M
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.