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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

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

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

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
NEE icon
126
NextEra Energy
NEE
$185B
$535K 0.13%
6,660
+125
+2% +$10.4K
LRCX icon
127
Lam Research
LRCX
$392B
$530K 0.13%
3,096
– –
GLD icon
128
SPDR Gold Trust
GLD
$130B
$529K 0.13%
1,334
-40
-3% -$15.3K
DFAT icon
129
Dimensional US Targeted Value ETF
DFAT
$14.5B
$528K 0.13%
8,876
– –
VO icon
130
Vanguard Mid-Cap ETF
VO
$106B
$524K 0.13%
7,224
+24
+0.3% +$1.75K
PXH icon
131
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.88B
$519K 0.13%
20,107
– –
IEMG icon
132
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$502K 0.13%
7,472
+1,959
+36% +$131K
T icon
133
AT&T
T
$152B
$485K 0.12%
19,539
+127
+0.7% +$3.21K
TOTL icon
134
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$485K 0.12%
12,041
-203
-2% -$8.22K
MRK icon
135
Merck
MRK
$315B
$481K 0.12%
4,571
-69
-1% -$6.48K
DUK icon
136
Duke Energy
DUK
$97.5B
$481K 0.12%
4,100
+66
+2% +$8.06K
NUE icon
137
Nucor
NUE
$53.9B
$478K 0.12%
2,929
– –
PDN icon
138
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$348M
$477K 0.12%
11,296
– –
BOND icon
139
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$474K 0.12%
5,096
-112
-2% -$10.5K
CUSD
140
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
$474K 0.12%
24,925
-51,850
-68% -$1.12M
IYR icon
141
iShares US Real Estate ETF
IYR
$4.83B
$473K 0.12%
5,038
-2,770
-35% -$264K
CVNA icon
142
Carvana
CVNA
$48.2B
$471K 0.12%
5,585
+1,335
+31% +$99.3K
SCHW
143
Charles Schwab
SCHW
$177B
$465K 0.12%
4,652
+10
+0.2% +$949
MO icon
144
Altria Group
MO
$124B
$462K 0.12%
8,010
-4,200
-34% -$254K
IXUS icon
145
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$461K 0.12%
5,449
+101
+2% +$8.47K
SGOV icon
146
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
$460K 0.11%
4,582
-119
-3% -$12K
IUSG icon
147
iShares Core S&P US Growth ETF
IUSG
$31.4B
$452K 0.11%
2,692
+2
+0.1% +$334
UNP icon
148
Union Pacific
UNP
$179B
$441K 0.11%
1,905
+9
+0.5% +$2.05K
GRMN
149
Garmin
GRMN
$48.1B
$439K 0.11%
2,163
+609
+39% +$132K
AMD icon
150
Advanced Micro Devices
AMD
$808B
$437K 0.11%
2,043
+452
+28% +$102K
4 5
6
7 8

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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
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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.