We are live on ! Find out more
Westmount Partners

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
Cap. Flow
-$4.31M
Cap. Flow %
-0.94%
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
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 icon
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 Held Since
IWR icon
126
iShares Russell Mid-Cap ETF
IWR
$57.4B
$614K 0.13%
5,568
-5
-0.1% -$526
2022 Q4
14 quarters
IDEV icon
127
iShares Core MSCI International Developed Markets ETF
IDEV
$33.8B
$608K 0.13%
+6,827
New +$605K
2026 Q2
0 quarters
MCD icon
128
McDonald's
MCD
$177B
$607K 0.13%
2,245
+41
+2% +$11.8K
2022 Q4
14 quarters
DE icon
129
Deere & Co
DE
$172B
$604K 0.13%
953
+30
+3% +$17.4K
2022 Q4
14 quarters
CVX icon
130
Chevron
CVX
$448B
$604K 0.13%
3,644
+12
+0.3% +$2.23K
2022 Q4
14 quarters
URI icon
131
United Rentals
URI
$72.3B
$597K 0.13%
527
+4
+0.8% +$3.81K
2023 Q1
13 quarters
APO icon
132
Apollo Global Management
APO
$67.5B
$592K 0.13%
5,000
– –
2022 Q4
14 quarters
BMY icon
133
Bristol-Myers Squibb
BMY
$126B
$587K 0.13%
10,185
-182
-2% -$10.5K
2022 Q4
14 quarters
MO icon
134
Altria Group
MO
$123B
$582K 0.13%
8,093
+59
+0.7% +$4.12K
2022 Q4
14 quarters
GRAL icon
135
GRAIL Inc
GRAL
$6.73B
$567K 0.12%
8,312
+33
+0.4% +$1.94K
2025 Q1
5 quarters
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.96B
$561K 0.12%
20,107
– –
2025 Q1
5 quarters
CLS icon
137
Celestica
CLS
$34.9B
$557K 0.12%
1,528
+26
+2% +$9.8K
2025 Q2
4 quarters
CSX icon
138
CSX Corp
CSX
$96.8B
$554K 0.12%
11,664
+244
+2% +$11K
2022 Q4
14 quarters
TMO icon
139
Thermo Fisher Scientific
TMO
$256B
$540K 0.12%
1,076
-20
-2% -$9.6K
2022 Q4
14 quarters
DGRO icon
140
iShares Core Dividend Growth ETF
DGRO
$44.6B
$538K 0.12%
+7,100
New +$524K
2026 Q2
0 quarters
DFUS icon
141
Dimensional US Equity ETF
DFUS
$21.4B
$536K 0.12%
6,536
– –
2023 Q1
13 quarters
FICO icon
142
Fair Isaac
FICO
$14.9B
$533K 0.12%
446
– –
2022 Q4
14 quarters
IXUS icon
143
iShares Core MSCI Total International Stock ETF
IXUS
$57.6B
$531K 0.12%
5,563
+114
+2% +$10.7K
2023 Q3
11 quarters
LOW icon
144
Lowe's Companies
LOW
$111B
$527K 0.12%
2,392
– –
2022 Q4
14 quarters
DUK icon
145
Duke Energy
DUK
$97.3B
$525K 0.11%
4,144
+110
+3% +$13.9K
2022 Q4
14 quarters
GRMN icon
146
Garmin
GRMN
$55.8B
$524K 0.11%
2,205
– –
2024 Q1
9 quarters
ETN icon
147
Eaton
ETN
$149B
$517K 0.11%
1,214
+57
+5% +$23K
2023 Q4
10 quarters
AMAT icon
148
Applied Materials
AMAT
$314B
$510K 0.11%
706
+43
+6% +$19.8K
2026 Q1
1 quarter
PDN icon
149
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$346M
$508K 0.11%
11,296
– –
2025 Q1
5 quarters
TECL icon
150
Direxion Daily Technology Bull 3x ETF
TECL
$5.91B
$508K 0.11%
+2,202
New +$398K
2026 Q2
0 quarters
4 5
6
7 8

Similar funds

Carmel Capital Management
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
AllGen Financial Advisors
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
Warther Private Wealth
Warther Private Wealth Akron, Ohio $456M AUM 16.08% 1-Year Est. Return
Global Assets Advisory
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Coleford Investment Management
Coleford Investment Management Toronto, Ontario, Canada $459M AUM 23.79% 1-Year Est. Return
Syverson Strege & Co
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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.