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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
(+1.3%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$2.22M |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
+$1.74M |
| 3 |
AbbVie
ABBV
|
+$1.59M |
| 4 |
Amazon
AMZN
|
+$1.36M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.29M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.83M |
| 2 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
+$2.22M |
| 3 |
iShares Silver Trust
SLV
|
+$758K |
| 4 |
CYBR
CyberArk
CYBR
|
+$669K |
| 5 |
Illumina
ILMN
|
+$654K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 34.19% |
| 2 | Technology | 29.83% |
| 3 | Financials | 7.62% |
| 4 | Healthcare | 7.2% |
| 5 | Communication Services | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Coinbase
COIN
$48.7B
| $377K | 0.09% |
2,157
+561
| +35% | +$110K |
|
177
iShares Core Moderate Allocation ETF
AOM
$1.8B
| $376K | 0.09% |
7,941
+861
| +12% | +$41.5K |
|
178
KLA
KLAC
$242B
| $374K | 0.09% |
+2,540
| New | +$372K |
|
179
Verizon
VZ
$208B
| $373K | 0.09% |
7,432
+252
| +4% | +$11.7K |
|
180
Advanced Micro Devices
AMD
$780B
| $370K | 0.09% |
1,818
-225
| -11% | -$48K |
|
181
New York Times
NYT
$10.9B
| $370K | 0.09% |
4,414
| – | – |
|
182
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12.1B
| $368K | 0.09% |
2,527
| – | – |
|
183
RTX Corp
RTX
$271B
| $368K | 0.09% |
1,909
-56
| -3% | -$11.1K |
|
184
iShares TIPS Bond ETF
TIP
$14.9B
| $358K | 0.09% |
3,240
| – | – |
|
185
Starbucks
SBUX
$119B
| $354K | 0.09% |
3,953
+223
| +6% | +$21.1K |
|
186
Pfizer
PFE
$162B
| $354K | 0.09% |
12,598
+2,196
| +21% | +$58.5K |
|
187
State Street Energy Select Sector SPDR ETF
XLE
$42.2B
| $352K | 0.09% |
5,752
+52
| +0.9% | +$2.79K |
|
188
Dimensional International High Profitability ETF
DIHP
$6.6B
| $350K | 0.09% |
+10,850
| New | +$360K |
|
189
JPMorgan Municipal ETF
JMUB
$8.66B
| $349K | 0.09% |
+6,985
| New | +$354K |
|
|
CUSD
190
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
| $349K | 0.09% |
17,831
-7,094
| -28% | -$137K |
|
191
Carvana
CVNA
$53.7B
| $347K | 0.09% |
5,515
-70
| -1% | -$5.19K |
|
192
Waste Management
WM
$87.5B
| $338K | 0.08% |
1,469
+5
| +0.3% | +$1.15K |
|
193
Fidelity Enhanced International ETF
FENI
$11.5B
| $333K | 0.08% |
8,954
+66
| +0.7% | +$2.54K |
|
194
Alnylam Pharmaceuticals
ALNY
$35.6B
| $331K | 0.08% |
1,000
| – | – |
|
195
PNC Financial Services
PNC
$98B
| $328K | 0.08% |
1,578
-33
| -2% | -$7.18K |
|
196
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
| $324K | 0.08% |
+12,380
| New | +$330K |
|
197
Nu Holdings
NU
$74.2B
| $321K | 0.08% |
22,351
| – | – |
|
198
Palantir
PLTR
$419B
| $319K | 0.08% |
2,184
-254
| -10% | -$38.8K |
|
199
ServiceNow
NOW
$146B
| $316K | 0.08% |
3,020
+1,535
| +103% | +$181K |
|
200
Blackrock
BLK
$174B
| $316K | 0.08% |
328
+14
| +4% | +$14.7K |
|
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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 $24.7M 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 Miscellaneous at 34% of assets, up from 34% a quarter earlier, followed by Technology and Financials.
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 Morningstar 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.