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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
+4.05%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$329M
AUM Growth
-$3.37M
Cap. Flow
-$9.69M
Cap. Flow %
-2.94%
Top 10 Hldgs %
41.6%
Holding
235
New
5
Increased
89
Reduced
68
Closed
17

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$471K
3
META icon
Meta Platforms (Facebook)
META
+$385K
4
BX icon
Blackstone
BX
+$363K
5
MSFT icon
Microsoft
MSFT
+$299K

Top Sells

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$10.3M
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$431K
3
AMZN icon
Amazon
AMZN
+$309K
4
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$294K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

Rank Sector Weight
1 Technology 32.44%
2 Miscellaneous 29.63%
3 Healthcare 8.35%
4 Financials 7.87%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
126
NextEra Energy
NEE
$174B
$445K 0.14%
6,210
-98
-2% -$7.61K
UNP icon
127
Union Pacific
UNP
$172B
$428K 0.13%
1,875
-3
-0.2% -$710
DUK icon
128
Duke Energy
DUK
$93.7B
$426K 0.13%
3,954
+28
+0.7% +$3.17K
IWS icon
129
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$421K 0.13%
3,257
+1
+0% +$134
SHEL icon
130
Shell
SHEL
$266B
$420K 0.13%
6,711
– –
TSM icon
131
TSMC
TSM
$2.22T
$411K 0.12%
2,081
+213
+11% +$41.2K
INTC icon
132
Intel
INTC
$506B
$408K 0.12%
20,360
-3,062
-13% -$69K
MDLZ icon
133
Mondelez International
MDLZ
$78.2B
$405K 0.12%
6,773
-135
-2% -$8.93K
SBUX icon
134
Starbucks
SBUX
$119B
$400K 0.12%
4,389
+4
+0.1% +$387
DE icon
135
Deere & Co
DE
$187B
$398K 0.12%
940
-7
-0.7% -$2.95K
PFE icon
136
Pfizer
PFE
$162B
$395K 0.12%
14,891
-1,643
-10% -$44.6K
RDDT icon
137
Reddit
RDDT
$29.7B
$391K 0.12%
+2,390
New +$295K
TMO icon
138
Thermo Fisher Scientific
TMO
$227B
$380K 0.12%
730
– –
IUSG icon
139
iShares Core S&P US Growth ETF
IUSG
$33.5B
$374K 0.11%
2,684
+3
+0.1% +$412
IXUS icon
140
iShares Core MSCI Total International Stock ETF
IXUS
$61.4B
$372K 0.11%
5,622
+99
+2% +$6.87K
URI icon
141
United Rentals
URI
$62.9B
$368K 0.11%
523
– –
CSX icon
142
CSX Corp
CSX
$91.5B
$367K 0.11%
11,358
+39
+0.3% +$1.34K
CSCO icon
143
Cisco
CSCO
$431B
$365K 0.11%
6,167
+163
+3% +$9.31K
VYM icon
144
Vanguard High Dividend Yield ETF
VYM
$83.3B
$364K 0.11%
2,853
+27
+1% +$3.52K
PAYX icon
145
Paychex
PAYX
$43.3B
$363K 0.11%
2,589
– –
COIN icon
146
Coinbase
COIN
$48.7B
$357K 0.11%
1,437
-28
-2% -$7.11K
DVY icon
147
iShares Select Dividend ETF
DVY
$23.9B
$356K 0.11%
2,714
-304
-10% -$41.4K
VB icon
148
Vanguard Morningstar Small-Cap ETF
VB
$81B
$355K 0.11%
1,476
-159
-10% -$39.1K
CRM icon
149
Salesforce
CRM
$213B
$353K 0.11%
1,055
+15
+1% +$4.79K
UNH icon
150
UnitedHealth
UNH
$356B
$352K 0.11%
696
-10
-1% -$5.68K
4 5
6
7 8

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Westmount Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Westmount Partners held 235 positions worth $329M, down 1% from $333M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Westmount Partners's Q4 2024 filing shows 5 new, 89 increased, 68 reduced and 17 closed positions. Its largest new stake was Reddit: 2,390 shares worth $391K. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $10.3M.

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

  • Westmount Partners's largest Q4 2024 buy was Reddit: 2,390 shares worth $391K.
  • Westmount Partners added most to Berkshire Hathaway Class B in Q4 2024, an estimated $1.29M increase.
  • Westmount Partners's biggest Q4 2024 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $431K.
  • Westmount Partners fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2024, selling an estimated $10.3M.
  • Westmount Partners's ten largest holdings make up 42% of its $329M portfolio in Q4 2024.
  • Westmount Partners opened 5 new positions and closed 17 in Q4 2024.
  • Westmount Partners's portfolio value fell 1% quarter-over-quarter to $329M.

Based on Westmount Partners's 13F filing for Q4 2024, filed 13 Jan 2025.