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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
-3.25%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$406M
AUM Growth
+$5.16M
Cap. Flow
+$47.3M
Cap. Flow %
11.65%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$2.22M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$1.74M
3
ABBV icon
AbbVie
ABBV
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.83M
2
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.22M
3
SLV icon
iShares Silver Trust
SLV
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.83%
2 Financials 7.62%
3 Healthcare 7.2%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOND icon
151
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$488K 0.12%
5,290
+194
+4% +$18.1K
FICO icon
152
Fair Isaac
FICO
$28.8B
$476K 0.12%
446
– –
IYR icon
153
iShares US Real Estate ETF
IYR
$4.82B
$473K 0.12%
5,002
-36
-0.7% -$3.5K
IXUS icon
154
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$472K 0.12%
5,449
– –
CSX icon
155
CSX Corp
CSX
$93.7B
$469K 0.12%
11,420
+41
+0.4% +$1.61K
DFUS
156
Dimensional US Equity ETF
DFUS
$20.8B
$464K 0.11%
6,536
+1,975
+43% +$146K
ABT icon
157
Abbott
ABT
$174B
$456K 0.11%
4,440
-5
-0.1% -$565
EIX icon
158
Edison International
EIX
$29.8B
$453K 0.11%
6,191
+8
+0.1% +$539
SCHW
159
Charles Schwab
SCHW
$177B
$444K 0.11%
4,725
+73
+2% +$7.16K
DFIV icon
160
Dimensional International Value ETF
DFIV
$20.5B
$437K 0.11%
8,272
+2,791
+51% +$148K
GRAL
161
GRAIL Inc
GRAL
$3.07B
$428K 0.11%
8,279
– –
VYM icon
162
Vanguard High Dividend Yield ETF
VYM
$80B
$426K 0.1%
2,873
+13
+0.5% +$1.96K
CLS icon
163
Celestica
CLS
$34.5B
$423K 0.1%
1,502
-998
-40% -$290K
ASML icon
164
ASML
ASML
$676B
$420K 0.1%
318
+4
+1% +$5.48K
IUSG icon
165
iShares Core S&P US Growth ETF
IUSG
$31.5B
$418K 0.1%
2,694
+2
+0.1% +$329
ETN icon
166
Eaton
ETN
$155B
$414K 0.1%
1,157
+39
+3% +$13.9K
GBTC icon
167
Grayscale Bitcoin Trust
GBTC
$9.63B
$413K 0.1%
7,820
-1,866
-19% -$111K
GPIQ icon
168
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.86B
$405K 0.1%
+8,188
New +$424K
SCHV
169
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$405K 0.1%
13,277
– –
GILD icon
170
Gilead Sciences
GILD
$167B
$396K 0.1%
2,843
+9
+0.3% +$1.26K
SHEL icon
171
Shell
SHEL
$241B
$392K 0.1%
4,210
– –
MLI icon
172
Mueller Industries
MLI
$13.1B
$387K 0.1%
+6,980
New +$419K
VFC icon
173
VF Corp
VFC
$6.61B
$382K 0.09%
+22,461
New +$423K
URI icon
174
United Rentals
URI
$65.8B
$381K 0.09%
523
– –
CMCSA icon
175
Comcast
CMCSA
$85.1B
$379K 0.09%
13,193
-78
-0.6% -$2.33K
5 6
7
8 9

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MFS
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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
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return

Westmount Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Westmount Partners held 282 positions worth $406M, up 1.3% from $401M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Westmount Partners deployed $47.3M of net new capital in Q1 2026, opening 36 new positions and adding to 121 existing holdings. Its largest new stake was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Illumina, an estimated $654K trimmed.

  • Westmount Partners's largest Q1 2026 buy was Invesco S&P SmallCap Quality ETF: 40,000 shares worth $2.19M.
  • Westmount Partners added most to Vanguard Growth ETF in Q1 2026, an estimated $2.22M increase.
  • Westmount Partners's biggest Q1 2026 reduction was Illumina, cutting an estimated $654K.
  • Westmount Partners fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2026, selling an estimated $2.83M.
  • Westmount Partners's ten largest holdings make up 37% of its $406M portfolio in Q1 2026.
  • Westmount Partners opened 36 new positions and closed 18 in Q1 2026.
  • Westmount Partners's portfolio value rose 1.3% quarter-over-quarter to $406M.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.