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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
+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
Cap. Flow
-$4.31M
Cap. Flow %
-0.94%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

Rank Stock Value
1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
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
RL icon
201
Ralph Lauren
RL
$20.9B
$323K 0.07%
804
– –
CWB icon
202
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.64B
$319K 0.07%
2,961
+6
+0.2% +$622
VZ icon
203
Verizon
VZ
$208B
$317K 0.07%
7,490
+58
+0.8% +$2.72K
SOFI icon
204
SoFi Technologies
SOFI
$23.5B
$315K 0.07%
17,574
-1,000
-5% -$16.9K
PYLD icon
205
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$310K 0.07%
11,681
-699
-6% -$18.5K
NYT icon
206
New York Times
NYT
$10.9B
$309K 0.07%
4,414
– –
CMCSA icon
207
Comcast
CMCSA
$94B
$308K 0.07%
12,530
-663
-5% -$17.1K
XLE icon
208
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$305K 0.07%
5,752
– –
ED icon
209
Consolidated Edison
ED
$39.7B
$305K 0.07%
2,757
– –
BKNG icon
210
Booking.com
BKNG
$145B
$304K 0.07%
1,706
-19
-1% -$3.24K
SYK icon
211
Stryker
SYK
$116B
$303K 0.07%
964
+161
+20% +$50.7K
ALNY icon
212
Alnylam Pharmaceuticals
ALNY
$35.6B
$301K 0.07%
1,000
– –
NU icon
213
Nu Holdings
NU
$74.2B
$299K 0.07%
22,351
– –
UNH icon
214
UnitedHealth
UNH
$356B
$299K 0.07%
+718
New +$266K
QDF icon
215
Northern Trust Quality Dividend ETF
QDF
$2.24B
$289K 0.06%
3,213
– –
STRZ
216
Starz Entertainment Corp
STRZ
$460M
$289K 0.06%
10,000
– –
PFG icon
217
Principal Financial Group
PFG
$25B
$285K 0.06%
2,648
– –
MU icon
218
Micron Technology
MU
$1.15T
$285K 0.06%
+247
New +$185K
INMD icon
219
InMode
INMD
$858M
$285K 0.06%
19,500
– –
TJX icon
220
TJX Companies
TJX
$145B
$280K 0.06%
1,846
+106
+6% +$16.8K
MMM icon
221
3M
MMM
$86.9B
$276K 0.06%
1,706
+38
+2% +$5.76K
LIN icon
222
Linde
LIN
$220B
$275K 0.06%
530
+30
+6% +$15.2K
VNQ icon
223
Vanguard Real Estate ETF
VNQ
$38.1B
$275K 0.06%
2,852
+5
+0.2% +$478
EAOA
224
DELISTED
iShares ESG Aware Aggressive Allocation ETF
EAOA
$270K 0.06%
5,953
+57
+1% +$2.51K
REXR icon
225
Rexford Industrial Realty
REXR
$8.2B
$268K 0.06%
7,990
– –
7 8
9
10 11

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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.