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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
+3.4%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$401M
AUM Growth
+$13.9M
Cap. Flow
+$6.67M
Cap. Flow %
1.66%
Top 10 Hldgs %
39.82%
Holding
252
New
8
Increased
94
Reduced
75
Closed
6

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.02M
2
BMRC icon
Bank of Marin Bancorp
BMRC
+$2.95M
3
AAPL icon
Apple
AAPL
+$2.79M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
AMZN icon
Amazon
AMZN
+$985K

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.49M
2
CUSD
CrossingBridge Ultra-Short Duration ETF
CUSD
+$1.12M
3
ILMN icon
Illumina
ILMN
+$881K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$627K
5
FICO icon
Fair Isaac
FICO
+$584K

Sector Composition

Rank Sector Weight
1 Technology 31.98%
2 Financials 8.13%
3 Healthcare 6.9%
4 Communication Services 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APO icon
101
Apollo Global Management
APO
$69.5B
$724K 0.18%
5,000
– –
TMO icon
102
Thermo Fisher Scientific
TMO
$198B
$723K 0.18%
1,247
+500
+67% +$283K
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$81.9B
$713K 0.18%
3,388
– –
GRAL
104
GRAIL Inc
GRAL
$3.12B
$709K 0.18%
8,279
+150
+2% +$13K
VWO icon
105
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$701K 0.17%
13,032
+133
+1% +$7.22K
VTV icon
106
Vanguard Value ETF
VTV
$186B
$699K 0.17%
3,662
– –
RSI icon
107
Rush Street Interactive
RSI
$3.35B
$682K 0.17%
35,100
– –
VHT icon
108
Vanguard Health Care ETF
VHT
$18B
$677K 0.17%
2,352
– –
CYBR
109
DELISTED
CyberArk
CYBR
$669K 0.17%
1,500
– –
MCD icon
110
McDonald's
MCD
$190B
$664K 0.17%
2,173
+12
+0.6% +$3.67K
COP icon
111
ConocoPhillips
COP
$140B
$663K 0.17%
7,077
+80
+1% +$7.24K
GBTC icon
112
Grayscale Bitcoin Trust
GBTC
$9.64B
$662K 0.17%
9,686
+1,703
+21% +$133K
TSM icon
113
TSMC
TSM
$2.07T
$661K 0.16%
2,176
+50
+2% +$14.7K
LMT icon
114
Lockheed Martin
LMT
$117B
$607K 0.15%
1,255
– –
BA icon
115
Boeing
BA
$169B
$593K 0.15%
2,733
-143
-5% -$29.4K
LOW icon
116
Lowe's Companies
LOW
$117B
$585K 0.15%
2,426
+35
+1% +$8.4K
EEM icon
117
iShares MSCI Emerging Markets ETF
EEM
$28B
$582K 0.15%
10,639
-255
-2% -$13.9K
RDDT icon
118
Reddit
RDDT
$34.9B
$578K 0.14%
2,514
-50
-2% -$10.5K
PEP icon
119
PepsiCo
PEP
$187B
$576K 0.14%
4,012
+15
+0.4% +$2.2K
CVX icon
120
Chevron
CVX
$373B
$566K 0.14%
3,712
+46
+1% +$7.01K
PM icon
121
Philip Morris
PM
$301B
$562K 0.14%
3,502
-113
-3% -$17.5K
BMY icon
122
Bristol-Myers Squibb
BMY
$124B
$559K 0.14%
10,356
-52
-0.5% -$2.5K
ABT icon
123
Abbott
ABT
$175B
$557K 0.14%
4,445
-438
-9% -$55.8K
IWR icon
124
iShares Russell Mid-Cap ETF
IWR
$56.6B
$549K 0.14%
5,706
– –
VEU icon
125
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$541K 0.14%
7,360
-302
-4% -$22K
3 4
5
6 7

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MIC
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FC
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TCMP
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BRF
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EIA
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OCM
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LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

Westmount Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Westmount Partners held 252 positions worth $401M, up 3.6% from $387M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Westmount Partners's Q4 2025 filing shows 8 new, 94 increased, 75 reduced and 6 closed positions. Its largest new stake was Bank of Marin Bancorp: 114,559 shares worth $2.98M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $2.49M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Healthcare.

  • Westmount Partners's largest Q4 2025 buy was Bank of Marin Bancorp: 114,559 shares worth $2.98M.
  • Westmount Partners added most to NVIDIA in Q4 2025, an estimated $4.02M increase.
  • Westmount Partners's biggest Q4 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.49M.
  • Westmount Partners fully exited Strategy Inc in Q4 2025, selling an estimated $497K.
  • Westmount Partners's ten largest holdings make up 40% of its $401M portfolio in Q4 2025.
  • Westmount Partners opened 8 new positions and closed 6 in Q4 2025.
  • Westmount Partners's portfolio value rose 3.6% quarter-over-quarter to $401M.

Based on Westmount Partners's 13F filing for Q4 2025, filed 15 Jan 2026.