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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
NKE icon
151
Nike
NKE
$57B
$351K 0.11%
4,640
-209
-4% -$16.4K
ACN icon
152
Accenture
ACN
$114B
$350K 0.11%
995
+6
+0.6% +$2.16K
SCHV
153
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$346K 0.11%
13,277
-1
-0% -$27
TIP icon
154
iShares TIPS Bond ETF
TIP
$15B
$345K 0.1%
3,240
– –
CYBR
155
DELISTED
CyberArk
CYBR
$333K 0.1%
1,000
– –
GLD icon
156
SPDR Gold Trust
GLD
$149B
$332K 0.1%
1,371
+539
+65% +$132K
SLV icon
157
iShares Silver Trust
SLV
$32.2B
$330K 0.1%
12,546
– –
GIS icon
158
General Mills
GIS
$20.5B
$329K 0.1%
5,163
+24
+0.5% +$1.61K
NOW icon
159
ServiceNow
NOW
$146B
$329K 0.1%
1,550
+200
+15% +$40.5K
GPC icon
160
Genuine Parts
GPC
$19B
$329K 0.1%
2,814
– –
ETN icon
161
Eaton
ETN
$160B
$327K 0.1%
985
+30
+3% +$10.5K
SCHD icon
162
Schwab US Dividend Equity ETF
SCHD
$112B
$325K 0.1%
11,908
+1
+0% +$28
PNC icon
163
PNC Financial Services
PNC
$98B
$318K 0.1%
1,649
– –
IEMG icon
164
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$318K 0.1%
6,081
+38
+0.6% +$2.1K
SYK icon
165
Stryker
SYK
$116B
$317K 0.1%
882
+37
+4% +$13.7K
CDNS icon
166
Cadence Design Systems
CDNS
$80.6B
$315K 0.1%
1,050
– –
DRI icon
167
Darden Restaurants
DRI
$24.6B
$314K 0.1%
1,684
– –
PSN icon
168
Parsons
PSN
$5.08B
$311K 0.09%
3,376
– –
REXR icon
169
Rexford Industrial Realty
REXR
$8.2B
$309K 0.09%
7,990
– –
GILD icon
170
Gilead Sciences
GILD
$187B
$306K 0.09%
3,313
+243
+8% +$21.9K
AMP icon
171
Ameriprise Financial
AMP
$49.5B
$302K 0.09%
568
– –
SCHF icon
172
Schwab International Equity ETF
SCHF
$70.1B
$301K 0.09%
16,250
+6,376
+65% +$124K
GLNG icon
173
Golar LNG
GLNG
$5.32B
$299K 0.09%
7,062
-1,999
-22% -$77.9K
WM icon
174
Waste Management
WM
$87.5B
$293K 0.09%
1,453
+9
+0.6% +$1.93K
DFUS
175
Dimensional US Equity ETF
DFUS
$21.6B
$291K 0.09%
4,561
– –
5 6
7
8 9

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CCM
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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.