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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
-4.06%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
-$1.3M
Cap. Flow
+$18.7M
Cap. Flow %
5.7%
Top 10 Hldgs %
37.25%
Holding
250
New
32
Increased
87
Reduced
78
Closed
11

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.41M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.93M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.72M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Top Sells

Rank Stock Value
1
CACI icon
CACI
CACI
+$2.64M
2
MSFT icon
Microsoft
MSFT
+$516K
3
CVX icon
Chevron
CVX
+$474K
4
HD icon
Home Depot
HD
+$460K
5
COST icon
Costco
COST
+$416K

Sector Composition

Rank Sector Weight
1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDN icon
151
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$348M
$378K 0.12%
+11,296
New +$375K
PFE icon
152
Pfizer
PFE
$143B
$378K 0.12%
14,898
+7
+0% +$183
RSI icon
153
Rush Street Interactive
RSI
$3.35B
$376K 0.11%
35,100
-5,000
-12% -$65.7K
TMO icon
154
Thermo Fisher Scientific
TMO
$198B
$372K 0.11%
747
+17
+2% +$9.21K
SCHW
155
Charles Schwab
SCHW
$177B
$364K 0.11%
4,651
-5,036
-52% -$395K
EIX icon
156
Edison International
EIX
$29.9B
$364K 0.11%
6,178
-3,503
-36% -$201K
VYM icon
157
Vanguard High Dividend Yield ETF
VYM
$80B
$363K 0.11%
2,816
-37
-1% -$4.84K
QYLD icon
158
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$363K 0.11%
+21,798
New +$391K
CRM icon
159
Salesforce
CRM
$140B
$353K 0.11%
1,317
+262
+25% +$81.5K
SCHV
160
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$353K 0.11%
13,277
– –
GILD icon
161
Gilead Sciences
GILD
$167B
$347K 0.11%
3,100
-213
-6% -$22K
TSM icon
162
TSMC
TSM
$2.07T
$345K 0.11%
2,081
– –
ACN icon
163
Accenture
ACN
$87.9B
$342K 0.1%
1,095
+100
+10% +$35.3K
IUSG icon
164
iShares Core S&P US Growth ETF
IUSG
$31.4B
$341K 0.1%
2,686
+2
+0.1% +$277
AGG icon
165
iShares Core US Aggregate Bond ETF
AGG
$139B
$341K 0.1%
+3,444
New +$337K
CYBR
166
DELISTED
CyberArk
CYBR
$338K 0.1%
1,000
– –
WM icon
167
Waste Management
WM
$96.1B
$337K 0.1%
1,457
+4
+0.3% +$886
CSX icon
168
CSX Corp
CSX
$94.3B
$336K 0.1%
11,408
+50
+0.4% +$1.59K
UNH icon
169
UnitedHealth
UNH
$387B
$334K 0.1%
639
-57
-8% -$29.1K
SCHD icon
170
Schwab US Dividend Equity ETF
SCHD
$100B
$327K 0.1%
11,713
-195
-2% -$5.44K
RDDT icon
171
Reddit
RDDT
$34.9B
$326K 0.1%
3,112
+722
+30% +$119K
NOW icon
172
ServiceNow
NOW
$106B
$324K 0.1%
2,035
+485
+31% +$93.5K
VIGI icon
173
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
$323K 0.1%
+3,896
New +$324K
NKE icon
174
Nike
NKE
$64.9B
$319K 0.1%
5,019
+379
+8% +$27.9K
SYK icon
175
Stryker
SYK
$123B
$317K 0.1%
853
-29
-3% -$11K
5 6
7
8 9

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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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Westmount Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Westmount Partners held 250 positions worth $328M, down 0.4% from $329M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Westmount Partners deployed $18.7M of net new capital in Q1 2025, opening 32 new positions and adding to 87 existing holdings. Its largest new stake was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 59,103 shares worth $5.42M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was CACI, an estimated $2.64M trimmed.

  • Westmount Partners's largest Q1 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 59,103 shares worth $5.42M.
  • Westmount Partners added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.26M increase.
  • Westmount Partners's biggest Q1 2025 reduction was CACI, cutting an estimated $2.64M.
  • Westmount Partners fully exited Parsons in Q1 2025, selling an estimated $311K.
  • Westmount Partners's ten largest holdings make up 37% of its $328M portfolio in Q1 2025.
  • Westmount Partners opened 32 new positions and closed 11 in Q1 2025.
  • Westmount Partners's portfolio value fell 0.4% quarter-over-quarter to $328M.

Based on Westmount Partners's 13F filing for Q1 2025, filed 1 May 2025.