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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
Cap. Flow
+$47.3M
Cap. Flow %
11.65%
Top 10 Hldgs %
37.25%
Holding
282
New
36
Increased
121
Reduced
51
Closed
18

Top Buys

1
VUG icon
Vanguard Growth ETF
VUG
+$2.22M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$1.74M
3
ABBV icon
AbbVie
ABBV
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.83M
2
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$2.22M
3
SLV icon
iShares Silver Trust
SLV
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.83%
2 Financials 7.62%
3 Healthcare 7.2%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
201
iShares Bitcoin Trust
IBIT
$47B
$313K 0.08%
8,135
+3,399
+72% +$147K
C icon
202
Citigroup
C
$218B
$312K 0.08%
+2,753
New +$314K
ED icon
203
Consolidated Edison
ED
$41.4B
$312K 0.08%
2,757
– –
VXF icon
204
Vanguard Extended Market ETF
VXF
$30.5B
$304K 0.07%
1,476
– –
NTHI
205
NeOnc Technologies
NTHI
$87.6M
$304K 0.07%
43,320
– –
SOFI icon
206
SoFi Technologies
SOFI
$22.2B
$295K 0.07%
+18,574
New +$392K
BKNG icon
207
Booking.com
BKNG
$141B
$291K 0.07%
1,725
-25
-1% -$4.6K
MS icon
208
Morgan Stanley
MS
$338B
$287K 0.07%
1,744
-38
-2% -$6.58K
TQQQ icon
209
ProShares UltraPro QQQ
TQQQ
$32.7B
$286K 0.07%
6,867
-354
-5% -$17.7K
RCL icon
210
Royal Caribbean
RCL
$77.4B
$286K 0.07%
+1,040
New +$310K
IJK icon
211
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$279K 0.07%
2,776
– –
CDNS icon
212
Cadence Design Systems
CDNS
$91.4B
$278K 0.07%
1,000
– –
TJX icon
213
TJX Companies
TJX
$171B
$278K 0.07%
1,740
– –
RL icon
214
Ralph Lauren
RL
$22.6B
$277K 0.07%
804
+1
+0.1% +$355
ADBE icon
215
Adobe
ADBE
$94.5B
$276K 0.07%
+1,137
New +$315K
FIX icon
216
Comfort Systems
FIX
$58.8B
$276K 0.07%
+200
New +$254K
UBER icon
217
Uber
UBER
$148B
$270K 0.07%
+3,760
New +$289K
CWB icon
218
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.78B
$270K 0.07%
2,955
+5
+0.2% +$467
INMD icon
219
InMode
INMD
$886M
$267K 0.07%
+19,500
New +$278K
SYK icon
220
Stryker
SYK
$122B
$264K 0.06%
803
+128
+19% +$46K
XNTK icon
221
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$264K 0.06%
1,033
– –
REXR icon
222
Rexford Industrial Realty
REXR
$8.46B
$262K 0.06%
7,990
– –
NKE icon
223
Nike
NKE
$64.8B
$260K 0.06%
4,927
+350
+8% +$21.2K
B
224
Barrick Mining
B
$58.5B
$259K 0.06%
6,338
– –
QDF icon
225
FlexShares Quality Dividend Index Fund
QDF
$2.21B
$254K 0.06%
3,213
– –
7 8
9
10 11

Similar funds

AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $456M AUM 15.98% 1-Year Est. Return

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 $47.3M 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 Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

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 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.