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Westmount Partners Portfolio holdings
AUM
$457M
Turnover
22.11%
1-Year Est. Return
31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
(+13%)
Cap. Flow
-$4.31M
Cap. Flow % of AUM
Cap. Flow %
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28
Avg Time Held
Equity + Options
2.2
years
Top 10 Avg Time Held
Equity + Options
2.1
years
Top 20 Avg Time Held
Equity + Options
2.7
years
Avg Time Held Equity only
2.4
years
Top 10 Avg Time Held Equity only
2.1
years
Top 20 Avg Time Held Equity only
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.37M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.37M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.66M |
| 4 |
Airbnb
ABNB
|
+$1.04M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Masimo
MASI
|
+$4.31M |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
+$2.19M |
| 3 |
Illumina
ILMN
|
+$1.81M |
| 4 |
AbbVie
ABBV
|
+$1.39M |
| 5 |
CACI
CACI
|
+$943K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 35.78% |
| 2 | Technology | 31.66% |
| 3 | Financials | 7.3% |
| 4 | Communication Services | 5.74% |
| 5 | Healthcare | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
iShares Core Moderate Allocation ETF
AOM
$1.95B
| $403K | 0.09% |
8,074
+133
| +2% | +$6.53K |
2025 Q1
5 quarters
|
|
177
Golar LNG
GLNG
$4.66B
| $402K | 0.09% |
8,073
-998
| -11% | -$52.8K |
2023 Q3
11 quarters
|
|
178
Comfort Systems
FIX
$40.9B
| $397K | 0.09% |
200
| – | – |
2026 Q1
1 quarter
|
|
179
AT&T
T
$141B
| $390K | 0.09% |
18,856
-693
| -4% | -$17.2K |
2022 Q4
14 quarters
|
|
180
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.1B
| $390K | 0.09% |
2,527
| – | – |
2025 Q1
5 quarters
|
|
181
iShares Future AI & Tech ETF
ARTY
$3.72B
| $378K | 0.08% |
+4,969
| New | +$329K |
2026 Q2
0 quarters
|
|
182
Cadence Design Systems
CDNS
$87.2B
| $375K | 0.08% |
1,000
| – | – |
2023 Q1
13 quarters
|
|
183
VF Corp
VFC
$6.79B
| $375K | 0.08% |
22,461
| – | – |
2026 Q1
1 quarter
|
|
184
CALL
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$15.7B
| $373K | 0.08% |
+1,400
| New | +$236K |
2026 Q2
0 quarters
|
|
185
Texas Instruments
TXN
$260B
| $370K | 0.08% |
1,243
+134
| +12% | +$37.2K |
2026 Q1
1 quarter
|
|
186
Carvana
CVNA
$63.6B
| $367K | 0.08% |
5,580
+65
| +1% | +$4.6K |
2025 Q1
5 quarters
|
|
187
PNC Financial Services
PNC
$89.5B
| $366K | 0.08% |
1,486
-92
| -6% | -$20.6K |
2024 Q3
7 quarters
|
|
188
Gilead Sciences
GILD
$193B
| $365K | 0.08% |
2,887
+44
| +2% | +$5.8K |
2022 Q4
14 quarters
|
|
189
CVS Health
CVS
$120B
| $363K | 0.08% |
3,513
-19
| -0.5% | -$1.7K |
2025 Q1
5 quarters
|
|
190
Vanguard Extended Market ETF
VXF
$29.9B
| $363K | 0.08% |
1,476
| – | – |
2024 Q1
9 quarters
|
|
191
Fidelity Enhanced International ETF
FENI
$11.3B
| $363K | 0.08% |
9,036
+82
| +0.9% | +$3.24K |
2023 Q4
10 quarters
|
|
192
Fortinet
FTNT
$132B
| $357K | 0.08% |
+2,321
| New | +$268K |
2026 Q2
0 quarters
|
|
193
iShares TIPS Bond ETF
TIP
$14.6B
| $355K | 0.08% |
3,240
| – | – |
2022 Q4
14 quarters
|
|
194
Grayscale Bitcoin Trust
GBTC
$12.2B
| $353K | 0.08% |
7,764
-56
| -0.7% | -$3.12K |
2024 Q1
9 quarters
|
|
195
Waste Management
WM
$95.7B
| $351K | 0.08% |
1,574
+105
| +7% | +$23.4K |
2023 Q2
12 quarters
|
|
196
Nebius Group N.V.
NBIS
$43.2B
| $345K | 0.08% |
+1,249
| New | +$247K |
2026 Q2
0 quarters
|
|
197
Travelers Companies
TRV
$81.6B
| $341K | 0.07% |
1,033
+164
| +19% | +$49.7K |
2025 Q4
2 quarters
|
|
|
CUSD
198
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
| $338K | 0.07% |
17,402
-429
| -2% | -$8.32K |
2022 Q4
14 quarters
|
|
199
Shell
SHEL
$307B
| $327K | 0.07% |
4,212
+2
| +0% | +$173 |
2022 Q4
14 quarters
|
|
200
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.2B
| $326K | 0.07% |
2,776
| – | – |
2023 Q2
12 quarters
|
|
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Westmount Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Westmount Partners held 303 positions worth $457M, up 13% from $406M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Westmount Partners's Q2 2026 filing shows 39 new, 108 increased, 65 reduced and 28 closed positions. Its largest new stake was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M. The largest sale was Masimo, an estimated $4.31M.
By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, up from 34% a quarter earlier, followed by Technology and Financials.
- Westmount Partners's largest Q2 2026 buy was Invesco S&P International Developed Momentum ETF: 40,000 shares worth $2.41M.
- Westmount Partners added most to Apple in Q2 2026, an estimated $3.37M increase.
- Westmount Partners's biggest Q2 2026 reduction was Illumina, cutting an estimated $1.81M.
- Westmount Partners fully exited Masimo in Q2 2026, selling an estimated $4.31M.
- Westmount Partners's ten largest holdings make up 38% of its $457M portfolio in Q2 2026.
- Westmount Partners opened 39 new positions and closed 28 in Q2 2026.
- Westmount Partners's portfolio value rose 13% quarter-over-quarter to $457M.
Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.