Westmount Partners, LLC

CIK

2051491

Location

LOS ANGELES, CA

Portfolio Value

Small $304,243,439

Diversification

Diversified

Filing Date

Global Rank

#961 / 3,203 ▲ 2588

Top Industry

Consumer Electronics 18.7%

3Y Alpha vs SPY

-1.2%

Period ended 30 days ago

Filed Jul 7, 2026 · 23d

15 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.9%

SPY

+65.3%

Annualised alpha

+0.6%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

161 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.6%

+1.8 pts

Top 5

38.5%

+2.4 pts

Top 10

53.6%

+1.7 pts

HHI

502

Diversified+64

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.2%	$146,653,819	34
Financial Services	10.5%	$31,848,161	28
Healthcare	8.6%	$26,169,196	29
Consumer Cyclical	8.0%	$24,392,355	15
Communication Services	6.7%	$20,441,245	12
Unclassified	5.9%	$17,854,093	4
Consumer Defensive	5.0%	$15,126,296	7
Industrials	4.4%	$13,503,681	16
Energy	1.1%	$3,419,743	5
Utilities	1.0%	$2,907,192	5
Basic Materials	0.5%	$1,429,461	4
Real Estate	0.2%	$498,197	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NTHI	Neonc Technologies Holdings, Inc.	+153,858	197,178	$893,216
AAPL	Apple Inc.	+12,273	185,006	$53,533,336
NVDA	Nvidia Corp	+4,931	94,479	$18,904,303
CVNA	Carvana Co.	+4,477	5,580	$367,275
DIS	Walt Disney Co	+2,401	20,032	$1,928,080
BKNG	Booking Holdings Inc.	+1,637	1,706	$304,077
AMZN	Amazon Com Inc	+1,403	49,396	$11,773,042
SPY	Spdr S&P 500 ETF Trust	+1,385	14,760	$11,022,325
NEE	Nextera Energy Inc	+1,228	8,630	$757,455
BAC	Bank Of America Corp /De/	+1,001	20,783	$1,184,215
KO	Coca Cola Co	+883	13,166	$1,070,000
ALL	Allstate Corp	+763	1,819	$432,812
MSFT	Microsoft Corp	+744	38,728	$14,446,318
AMD	Advanced Micro Devices Inc	+655	2,473	$1,436,590
RTX	RTX Corp	+655	2,564	$486,467
LRCX	Lam Research Corp	+633	3,763	$1,630,620
TSLA	Tesla, Inc.	+621	7,731	$3,251,658
WFC	Wells Fargo & Company/Mn	+526	31,225	$2,580,434
KLAC	Kla Corp	+508	762	$229,903
SHOP	Shopify Inc.	+506	5,806	$662,929
UNP	Union Pacific Corp	+504	2,817	$766,224
PANW	Palo Alto Networks Inc	+500	5,100	$1,739,202
MS	Morgan Stanley	+487	2,231	$466,368
MRVL	Marvell Technology, Inc.	+453	13,807	$4,112,967
CLS	Celestica Inc	+426	1,928	$703,334
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ILMN	Illumina, Inc.	−12,393	22,726	$3,995,912
INTC	Intel Corp	−7,073	21,865	$3,053,009
ABBV	AbbVie Inc.	−6,457	5,727	$1,441,142
BA	Boeing Co	−3,047	3,763	$814,576
GOOGL	Alphabet Inc.	−2,066	30,699	$10,970,901
PFE	Pfizer Inc	−2,004	10,594	$255,103
PG	PROCTER & GAMBLE Co	−1,882	15,517	$2,275,412
CACI	Caci International Inc /De/	−1,847	19,469	$9,019,208
JNJ	Johnson & Johnson	−1,581	9,734	$2,472,143
AXP	American Express Co	−1,399	2,163	$731,634
QQQ	Invesco Qqq Trust, Series 1	−1,283	8,128	$5,985,459
BRK-B	Berkshire Hathaway Inc	−1,172	17,149	$8,581,188
SOFI	SoFi Technologies, Inc.	−1,000	17,574	$315,101
GLNG	Golar Lng Ltd	−998	8,073	$402,358
NFLX	Netflix Inc	−982	29,412	$2,100,016
C	Citigroup Inc	−973	1,780	$249,128
GE	General Electric Co	−880	3,778	$1,411,951
NUE	Nucor Corp	−708	2,223	$495,173
T	At&T Inc.	−693	18,856	$390,319
CMCSA	Comcast Corp	−663	12,530	$307,611
COIN	Coinbase Global, Inc.	−573	1,584	$231,564
RDDT	Reddit, Inc.	−377	1,230	$213,503
SNDK	Sandisk Corp	−339	261	$593,443
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−277	2,204	$1,052,564
GLW	Corning Inc /Ny	−256	1,592	$406,644
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
ABNB	Airbnb, Inc.	7,661	$1,096,289
MU	Micron Technology Inc	647	$746,825
FTNT	Fortinet, Inc.	2,321	$356,552
STX	Seagate Technology Holdings plc	369	$356,085
NBIS	Nebius Group N.V.	1,249	$344,936
WDC	Western Digital Corp	515	$328,940
UNH	Unitedhealth Group Inc	718	$298,422
AMG	Affiliated Managers Group, Inc.	661	$223,682
MFC	Manulife Financial Corp	5,393	$218,470
ANET	Arista Networks, Inc.	1,182	$200,798
BLND	Blend Labs, Inc.	45,000	$76,950
ALLO	Allogene Therapeutics, Inc.	36,000	$74,880
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
MASI	Masimo Corp	24,232	$4,310,145
XOM	ExxonMobil Holdings Corp	18,399	$3,121,574
HON	Honeywell International Inc	4,150	$938,024
CRWD	CrowdStrike Holdings, Inc.	1,665	$650,032
PSLV	Sprott Physical Silver Trust	22,866	$557,701
CAH	Cardinal Health Inc	2,338	$494,042
MLI	Mueller Industries Inc	3,490	$386,692
NOW	ServiceNow, Inc.	3,020	$315,741
IBIT	iShares Bitcoin Trust ETF	8,135	$312,546
RCL	Royal Caribbean Cruises Ltd	1,040	$286,187
ADBE	Adobe Inc.	1,137	$276,381
UBER	Uber Technologies, Inc	3,760	$270,456
NKE	NIKE, Inc.	4,927	$260,244
CMI	Cummins Inc	459	$246,951
SNOW	Snowflake Inc.	1,511	$227,889
ICE	Intercontinental Exchange, Inc.	1,410	$221,764
CRM	Salesforce, Inc.	1,134	$211,683
ACN	Accenture plc	1,030	$204,238
EHI	Western Asset Global High Income Fund Inc.	10,000	$59,000
CRBU	Caribou Biosciences, Inc.	19,609	$37,257
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

161 tracked positions · $304,243,439 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. CALL + SHARES Technology	Added	185,006	+12,273	$53,533,336	+22.1%	17.60%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	94,479	+4,931	$18,904,303	+21.0%	6.21%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	48,578	+350	$18,350,339	+22.9%	6.03%
MSFT	Microsoft Corp Technology	Added	38,728	+744	$14,446,318	+2.7%	4.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,396	+1,403	$11,773,042	+17.8%	3.87%
SPY	Spdr S&P 500 ETF Trust	Added	14,760	+1,385	$11,022,325	+26.7%	3.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	30,699	-2,066	$10,970,901	+16.4%	3.61%
CACI	Caci International Inc /De/ Technology	Reduced	19,469	-1,847	$9,019,208	−22.2%	2.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,149	-1,172	$8,581,188	−2.3%	2.82%
WMT	Walmart Inc. Consumer Defensive	Added	57,307	+206	$6,490,590	−8.5%	2.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,128	-1,283	$5,985,459	+10.2%	1.97%
IBM	International Business Machines Corp Technology	Added	19,639	+284	$5,522,683	+17.7%	1.82%
MRVL	Marvell Technology, Inc. Technology	Added	13,807	+453	$4,112,967	+210.9%	1.35%
ILMN	Illumina, Inc. Healthcare	Reduced	22,726	-12,393	$3,995,912	−7.7%	1.31%
ASTH	Astrana Health, Inc. Healthcare	Held	77,755	0	$3,608,609	+89.3%	1.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,672	+25	$3,435,045	−5.5%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	5,794	+413	$3,263,702	+6.0%	1.07%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	7,731	+621	$3,251,658	+23.0%	1.07%
BMRC	Bank of Marin Bancorp Financial Services	Held	115,484	0	$3,198,906	+8.1%	1.05%
INTC	Intel Corp Technology	Reduced	21,865	-7,073	$3,053,009	+139.1%	1.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,237	+113	$3,023,547	+12.7%	0.99%
ORCL	Oracle Corp Technology	Added	19,689	+324	$2,885,422	+1.3%	0.95%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	Added	2,389	+82	$2,865,438	+35.0%	0.94%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	27,945	-50	$2,802,324	+44.4%	0.92%
KFY	Korn Ferry Industrials	Held	41,518	0	$2,764,268	+5.8%	0.91%
WFC	Wells Fargo & Company/Mn Financial Services	Added	31,225	+526	$2,580,434	+5.6%	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	9,734	-1,581	$2,472,143	−10.6%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,536	+35	$2,305,116	+7.8%	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	15,517	-1,882	$2,275,412	−9.5%	0.75%
V	Visa Inc. Financial Services	Added	6,515	+111	$2,235,231	+15.5%	0.73%
NFLX	Netflix Inc Communication Services	Reduced	29,412	-982	$2,100,016	−28.1%	0.69%
CAT	Caterpillar Inc Industrials	Added	1,859	+4	$1,979,649	+50.6%	0.65%
QCOM	Qualcomm Inc/De Technology	Added	10,465	+102	$1,933,827	+44.9%	0.64%
DIS	Walt Disney Co Communication Services	Added	20,032	+2,401	$1,928,080	+13.5%	0.63%
PANW	Palo Alto Networks Inc Technology	Added	5,100	+500	$1,739,202	+135.8%	0.57%
LRCX	Lam Research Corp CALL + SHARES Technology	Added	3,763	+633	$1,630,620	+143.8%	0.54%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	6,623	+25	$1,543,821	+28.3%	0.51%
ISRG	Intuitive Surgical Inc Healthcare	Added	3,764	+221	$1,496,867	−8.4%	0.49%
ABBV	AbbVie Inc. Healthcare	Reduced	5,727	-6,457	$1,441,142	−45.6%	0.47%
AMD	Advanced Micro Devices Inc Technology	Added	2,473	+655	$1,436,590	+288.4%	0.47%
GE	General Electric Co Industrials	Reduced	3,778	-880	$1,411,951	+6.8%	0.46%
AMGN	Amgen Inc Healthcare	Reduced	3,735	-61	$1,352,518	+1.3%	0.44%
PSX	Phillips 66 Energy	Added	7,987	+51	$1,350,202	−6.6%	0.44%
RDNT	RadNet, Inc. Healthcare	Held	20,000	0	$1,233,400	+10.3%	0.41%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,783	+1,001	$1,184,215	+22.8%	0.39%
GEV	GE Vernova Inc. CALL + SHARES Industrials	Added	951	+201	$1,117,291	+70.7%	0.37%
ABNB	Airbnb, Inc. Consumer Cyclical	NEW	7,661	NEW	$1,096,289	NEW	0.36%
KO	Coca Cola Co Consumer Defensive	Added	13,166	+883	$1,070,000	+14.5%	0.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd CALL + SHARES Technology	Reduced	2,204	-277	$1,052,564	+25.5%	0.35%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Held	35,100	0	$1,043,874	+36.7%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.