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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
+6.9%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$192M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow %
101.37%
Top 10 Hldgs %
41.22%
Holding
172
New
172
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$24.4M
2
ILMN icon
Illumina
ILMN
+$10.1M
3
CACI icon
CACI
CACI
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.08M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 31.75%
2 Technology 26%
3 Healthcare 14.58%
4 Financials 6.44%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$161B
$830K 0.43%
+7,033
New +$855K
PSX icon
52
Phillips 66
PSX
$102B
$813K 0.42%
+7,810
New +$799K
SPGI icon
53
S&P Global
SPGI
$131B
$790K 0.41%
+2,358
New +$777K
SRE icon
54
Sempra
SRE
$55B
$780K 0.41%
+10,098
New +$781K
BMY icon
55
Bristol-Myers Squibb
BMY
$136B
$779K 0.4%
+10,822
New +$816K
BOND icon
56
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.52B
$777K 0.4%
+8,589
New +$773K
IWB icon
57
iShares Russell 1000 ETF
IWB
$49B
$776K 0.4%
+3,685
New +$780K
VUG icon
58
Vanguard Morningstar Growth ETF
VUG
$228B
$774K 0.4%
+21,804
New +$802K
ABBV icon
59
AbbVie
ABBV
$453B
$770K 0.4%
+4,763
New +$730K
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.1T
$761K 0.4%
+8,574
New +$818K
AOA icon
61
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.31B
$755K 0.39%
+12,636
New +$748K
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$126B
$732K 0.38%
+13,664
New +$752K
AMGN icon
63
Amgen
AMGN
$236B
$723K 0.38%
+2,753
New +$738K
ATVI
64
DELISTED
Activision Blizzard
ATVI
$708K 0.37%
+9,251
New +$687K
IYR icon
65
iShares US Real Estate ETF
IYR
$4.44B
$704K 0.37%
+8,359
New +$702K
BAC icon
66
Bank of America
BAC
$438B
$693K 0.36%
+20,927
New +$721K
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$110B
$685K 0.36%
+7,233
New +$694K
NVDA icon
68
NVIDIA
NVDA
$5.56T
$683K 0.35%
+46,740
New +$685K
MGV icon
69
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$682K 0.35%
+6,630
New +$667K
MCD icon
70
McDonald's
MCD
$181B
$667K 0.35%
+2,529
New +$667K
RDNT icon
71
RadNet
RDNT
$5.8B
$659K 0.34%
+35,000
New +$654K
SCZ icon
72
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$650K 0.34%
+11,500
New +$617K
VIG icon
73
Vanguard Dividend Appreciation ETF
VIG
$113B
$643K 0.33%
+4,234
New +$631K
IEO icon
74
iShares US Oil & Gas Exploration & Production ETF
IEO
$631M
$633K 0.33%
+6,812
New +$661K
T icon
75
AT&T
T
$176B
$626K 0.33%
+34,005
New +$609K
1 2
3
4 5

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Westmount Partners's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Westmount Partners, which disclosed 172 positions worth $192M. Its ten largest holdings account for 41% of the portfolio.

Its largest position is Apple: 170,995 shares worth $22.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, followed by Technology and Healthcare.

  • Westmount Partners's largest Q4 2022 buy was Apple: 170,995 shares worth $22.2M.
  • Westmount Partners's ten largest holdings make up 41% of its $192M portfolio in Q4 2022.
  • Westmount Partners disclosed 172 positions in Q4 2022, its first 13F filing on record.

Based on Westmount Partners's 13F filing for Q4 2022, filed 28 Jan 2025.