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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 | |
|---|---|---|---|---|---|---|---|
201
Ralph Lauren
RL
$23.1B
| $323K | 0.07% |
804
| – | – |
2025 Q2
4 quarters
|
|
202
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.29B
| $319K | 0.07% |
2,961
+6
| +0.2% | +$622 |
2023 Q4
10 quarters
|
|
203
Verizon
VZ
$179B
| $317K | 0.07% |
7,490
+58
| +0.8% | +$2.72K |
2022 Q4
14 quarters
|
|
204
SoFi Technologies
SOFI
$18.7B
| $315K | 0.07% |
17,574
-1,000
| -5% | -$16.9K |
2026 Q1
1 quarter
|
|
205
PIMCO Multi Sector Bond Active ETF
PYLD
$16.5B
| $310K | 0.07% |
11,681
-699
| -6% | -$18.5K |
2026 Q1
1 quarter
|
|
206
New York Times
NYT
$11.4B
| $309K | 0.07% |
4,414
| – | – |
2024 Q2
8 quarters
|
|
207
Comcast
CMCSA
$78.3B
| $308K | 0.07% |
12,530
-663
| -5% | -$17.1K |
2022 Q4
14 quarters
|
|
208
State Street Energy Select Sector SPDR ETF
XLE
$46.2B
| $305K | 0.07% |
5,752
| – | – |
2022 Q4
14 quarters
|
|
209
Consolidated Edison
ED
$42.7B
| $305K | 0.07% |
2,757
| – | – |
2022 Q4
14 quarters
|
|
210
Booking.com
BKNG
$115B
| $304K | 0.07% |
1,706
-19
| -1% | -$3.24K |
2025 Q2
4 quarters
|
|
211
Stryker
SYK
$117B
| $303K | 0.07% |
964
+161
| +20% | +$50.7K |
2024 Q2
8 quarters
|
|
212
Alnylam Pharmaceuticals
ALNY
$30.5B
| $301K | 0.07% |
1,000
| – | – |
2024 Q2
8 quarters
|
|
213
Nu Holdings
NU
$60.8B
| $299K | 0.07% |
22,351
| – | – |
2025 Q3
3 quarters
|
|
214
UnitedHealth
UNH
$369B
| $299K | 0.07% |
+718
| New | +$266K |
2026 Q2
0 quarters
|
|
215
Northern Trust Quality Dividend ETF
QDF
$2.19B
| $289K | 0.06% |
3,213
| – | – |
2022 Q4
14 quarters
|
|
216
Starz Entertainment Corp
STRZ
$358M
| $289K | 0.06% |
10,000
| – | – |
2025 Q3
3 quarters
|
|
217
Principal Financial Group
PFG
$23.6B
| $285K | 0.06% |
2,648
| – | – |
2023 Q4
10 quarters
|
|
218
Micron Technology
MU
$1.02T
| $285K | 0.06% |
+247
| New | +$185K |
2026 Q2
0 quarters
|
|
219
InMode
INMD
$790M
| $285K | 0.06% |
19,500
| – | – |
2026 Q1
1 quarter
|
|
220
TJX Companies
TJX
$158B
| $280K | 0.06% |
1,846
+106
| +6% | +$16.8K |
2025 Q1
5 quarters
|
|
221
3M
MMM
$89.1B
| $276K | 0.06% |
1,706
+38
| +2% | +$5.76K |
2024 Q3
7 quarters
|
|
222
Linde
LIN
$234B
| $275K | 0.06% |
530
+30
| +6% | +$15.2K |
2025 Q4
2 quarters
|
|
223
Vanguard Real Estate ETF
VNQ
$37.4B
| $275K | 0.06% |
2,852
+5
| +0.2% | +$478 |
2024 Q3
7 quarters
|
|
224
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
| $270K | 0.06% |
5,953
+57
| +1% | +$2.51K |
2024 Q3
7 quarters
|
|
225
Rexford Industrial Realty
REXR
$8.14B
| $268K | 0.06% |
7,990
| – | – |
2022 Q4
14 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.