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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
QYLD icon
151
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$434K 0.11%
24,562
– –
PLTR icon
152
Palantir
PLTR
$317B
$433K 0.11%
2,438
-188
-7% -$34K
MELI icon
153
Mercado Libre
MELI
$92B
$431K 0.11%
214
+110
+106% +$231K
DE icon
154
Deere & Co
DE
$161B
$425K 0.11%
913
-35
-4% -$16.4K
URI icon
155
United Rentals
URI
$65.5B
$423K 0.11%
523
– –
CSX icon
156
CSX Corp
CSX
$94.3B
$413K 0.1%
11,379
+39
+0.3% +$1.4K
VYM icon
157
Vanguard High Dividend Yield ETF
VYM
$80B
$410K 0.1%
2,860
+16
+0.6% +$2.28K
GS icon
158
Goldman Sachs
GS
$314B
$406K 0.1%
462
+3
+0.7% +$2.45K
ALNY icon
159
Alnylam Pharmaceuticals
ALNY
$35.7B
$398K 0.1%
1,000
– –
CMCSA icon
160
Comcast
CMCSA
$85B
$397K 0.1%
13,271
+25
+0.2% +$713
SHV icon
161
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$396K 0.1%
+3,597
New +$397K
SCHV
162
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$393K 0.1%
13,277
– –
CSCO icon
163
Cisco
CSCO
$441B
$392K 0.1%
5,085
+215
+4% +$16K
INTC icon
164
Intel
INTC
$478B
$382K 0.1%
10,365
+374
+4% +$14.1K
TQQQ icon
165
ProShares UltraPro QQQ
TQQQ
$32.5B
$381K 0.09%
7,221
+183
+3% +$9.84K
IEO icon
166
iShares US Oil & Gas Exploration & Production ETF
IEO
$565M
$377K 0.09%
4,224
-4,120
-49% -$375K
BKNG icon
167
Booking.com
BKNG
$141B
$375K 0.09%
1,750
– –
NU icon
168
Nu Holdings
NU
$65.6B
$374K 0.09%
22,351
-7,064
-24% -$114K
EIX icon
169
Edison International
EIX
$29.9B
$371K 0.09%
6,183
+336
+6% +$19.3K
VSS icon
170
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$362K 0.09%
2,527
– –
COIN icon
171
Coinbase
COIN
$41.4B
$361K 0.09%
1,596
-300
-16% -$89.4K
RTX icon
172
RTX Corp
RTX
$261B
$360K 0.09%
1,965
+740
+60% +$129K
NTHI
173
NeOnc Technologies
NTHI
$89.7M
$358K 0.09%
43,320
+3,112
+8% +$29.2K
TIP icon
174
iShares TIPS Bond ETF
TIP
$14.5B
$356K 0.09%
3,240
– –
ETN icon
175
Eaton
ETN
$155B
$356K 0.09%
1,118
– –
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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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.