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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
GEV icon
201
GE Vernova
GEV
$290B
$281K 0.07%
429
-156
-27% -$95K
CVS icon
202
CVS Health
CVS
$137B
$277K 0.07%
3,493
– –
B
203
Barrick Mining
B
$58.5B
$276K 0.07%
6,338
– –
CRWD icon
204
CrowdStrike
CRWD
$202B
$274K 0.07%
2,340
– –
ED icon
205
Consolidated Edison
ED
$40.9B
$274K 0.07%
2,757
– –
DFIV icon
206
Dimensional International Value ETF
DFIV
$20.4B
$274K 0.07%
5,481
– –
IDXX icon
207
Idexx Laboratories
IDXX
$44.5B
$271K 0.07%
400
– –
MAT icon
208
Mattel
MAT
$4.11B
$271K 0.07%
13,637
– –
MMM icon
209
3M
MMM
$83B
$270K 0.07%
1,687
+26
+2% +$4.25K
IJK icon
210
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$269K 0.07%
2,776
– –
TJX icon
211
TJX Companies
TJX
$172B
$267K 0.07%
1,740
– –
CWB icon
212
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.66B
$263K 0.07%
2,950
+10
+0.3% +$909
TME icon
213
Tencent Music
TME
$15B
$263K 0.07%
15,000
– –
QDF icon
214
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$260K 0.06%
3,213
-26
-0.8% -$2.08K
PFE icon
215
Pfizer
PFE
$141B
$259K 0.06%
10,402
+1,576
+18% +$39.7K
TECL icon
216
Direxion Daily Technology Bull 3x ETF
TECL
$5.17B
$258K 0.06%
+2,199
New +$281K
XLE icon
217
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$255K 0.06%
5,700
– –
TRV icon
218
Travelers Companies
TRV
$78.4B
$252K 0.06%
+868
New +$244K
VNQ icon
219
Vanguard Real Estate ETF
VNQ
$39.4B
$251K 0.06%
2,837
-24
-0.8% -$2.16K
ACWI icon
220
iShares MSCI ACWI ETF
ACWI
$32.7B
$247K 0.06%
1,748
-22
-1% -$3.09K
DHR icon
221
Danaher
DHR
$142B
$246K 0.06%
1,076
– –
STWD icon
222
Starwood Property Trust
STWD
$6.15B
$246K 0.06%
13,675
+96
+0.7% +$1.77K
ICE icon
223
Intercontinental Exchange
ICE
$80.1B
$245K 0.06%
1,511
+48
+3% +$7.52K
BBIO icon
224
BridgeBio Pharma
BBIO
$15.8B
$241K 0.06%
+3,156
New +$207K
EAOA icon
225
iShares ESG Aware Aggressive Allocation ETF
EAOA
$36.7M
$237K 0.06%
5,735
+70
+1% +$2.88K
7 8
9
10 11

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MIC
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FC
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TCMP
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BRF
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EIA
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OCM
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LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

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.