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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
GILD icon
176
Gilead Sciences
GILD
$167B
$348K 0.09%
2,834
-280
-9% -$34K
AGG icon
177
iShares Core US Aggregate Bond ETF
AGG
$139B
$344K 0.09%
3,440
– –
DFUS
178
Dimensional US Equity ETF
DFUS
$20.8B
$338K 0.08%
4,561
– –
AOM icon
179
iShares Core Moderate Allocation ETF
AOM
$1.77B
$338K 0.08%
7,080
+150
+2% +$7.17K
GLNG icon
180
Golar LNG
GLNG
$5.05B
$337K 0.08%
9,070
+2
+0% +$76
PNC icon
181
PNC Financial Services
PNC
$101B
$336K 0.08%
1,611
– –
BLK icon
182
Blackrock
BLK
$166B
$336K 0.08%
314
+11
+4% +$12K
ASML icon
183
ASML
ASML
$671B
$336K 0.08%
314
– –
CRM icon
184
Salesforce
CRM
$140B
$328K 0.08%
1,237
+37
+3% +$9.2K
FENI icon
185
Fidelity Enhanced International ETF
FENI
$10.3B
$325K 0.08%
8,888
+87
+1% +$3.11K
WM icon
186
Waste Management
WM
$96.1B
$322K 0.08%
1,464
+4
+0.3% +$853
MS icon
187
Morgan Stanley
MS
$339B
$316K 0.08%
1,782
+102
+6% +$17K
SBUX icon
188
Starbucks
SBUX
$120B
$314K 0.08%
3,730
-263
-7% -$22.2K
CDNS icon
189
Cadence Design Systems
CDNS
$91B
$313K 0.08%
1,000
-100
-9% -$32.6K
REXR icon
190
Rexford Industrial Realty
REXR
$8.46B
$309K 0.08%
7,990
– –
SHEL icon
191
Shell
SHEL
$242B
$309K 0.08%
4,210
– –
VXF icon
192
Vanguard Extended Market ETF
VXF
$30.5B
$309K 0.08%
1,476
– –
NYT icon
193
New York Times
NYT
$12.3B
$306K 0.08%
4,414
– –
ACN icon
194
Accenture
ACN
$87.9B
$305K 0.08%
1,135
-14
-1% -$3.56K
VZ icon
195
Verizon
VZ
$182B
$292K 0.07%
7,180
+796
+12% +$32.3K
NKE icon
196
Nike
NKE
$64.9B
$292K 0.07%
4,577
-487
-10% -$31.7K
PAYX icon
197
Paychex
PAYX
$40.7B
$290K 0.07%
2,589
– –
XNTK icon
198
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$287K 0.07%
1,033
– –
RL icon
199
Ralph Lauren
RL
$22.6B
$284K 0.07%
803
– –
TSLX icon
200
Sixth Street Specialty
TSLX
$1.66B
$283K 0.07%
13,030
– –
6 7
8
9 10

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TCMP
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BRF
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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.