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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

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

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
76
Merck
MRK
$315B
$610K 0.32%
+5,498
New +$562K
NEE icon
77
NextEra Energy
NEE
$186B
$587K 0.31%
+7,022
New +$567K
GLD icon
78
SPDR Gold Trust
GLD
$130B
$586K 0.3%
+3,456
New +$557K
IVW icon
79
iShares S&P 500 Growth ETF
IVW
$73.7B
$584K 0.3%
+9,977
New +$599K
VHT icon
80
Vanguard Health Care ETF
VHT
$18.1B
$583K 0.3%
+2,352
New +$570K
AOR icon
81
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.64B
$571K 0.3%
+12,111
New +$570K
IVE icon
82
iShares S&P 500 Value ETF
IVE
$48.8B
$552K 0.29%
+3,807
New +$543K
ABT icon
83
Abbott
ABT
$174B
$546K 0.28%
+4,975
New +$515K
VZ icon
84
Verizon
VZ
$182B
$545K 0.28%
+13,845
New +$522K
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$537K 0.28%
+13,767
New +$525K
MO icon
86
Altria Group
MO
$123B
$536K 0.28%
+11,719
New +$531K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$82B
$532K 0.28%
+3,509
New +$525K
VO icon
88
Vanguard Mid-Cap ETF
VO
$106B
$528K 0.27%
+10,368
New +$528K
TIP icon
89
iShares TIPS Bond ETF
TIP
$14.5B
$525K 0.27%
+4,933
New +$527K
BA icon
90
Boeing
BA
$170B
$522K 0.27%
+2,740
New +$448K
CMCSA icon
91
Comcast
CMCSA
$85B
$511K 0.27%
+14,625
New +$484K
IONS icon
92
Ionis Pharmaceuticals
IONS
$8.95B
$508K 0.26%
+13,462
New +$566K
SCHA icon
93
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$499K 0.26%
+24,616
New +$504K
NKE icon
94
Nike
NKE
$64.7B
$480K 0.25%
+4,105
New +$413K
SBUX icon
95
Starbucks
SBUX
$121B
$477K 0.25%
+4,810
New +$454K
GPC icon
96
Genuine Parts
GPC
$17.2B
$477K 0.25%
+2,747
New +$478K
LOW icon
97
Lowe's Companies
LOW
$118B
$468K 0.24%
+2,347
New +$469K
AXP icon
98
American Express
AXP
$243B
$456K 0.24%
+3,087
New +$457K
CAT icon
99
Caterpillar
CAT
$409B
$450K 0.23%
+1,879
New +$409K
HOOD icon
100
Robinhood
HOOD
$93B
$441K 0.23%
+54,166
New +$531K
2 3
4
5 6

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AWMG
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MFS
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MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return

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 Technology at 26% of assets, followed by Healthcare and Financials.

  • 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.