Westmount Partners, LLC

CIK

2051491

Location

LOS ANGELES, CA

Portfolio Value

Small $277,746,337

Diversification

Diversified

Filing Date

Global Rank

#3,226 / 8,232 ▲ 219

Top Industry

Consumer Electronics 16.7%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+76.3%

Annualised alpha

-2.1%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

169 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.8%

−1.0 pts

Top 5

36.0%

−3.4 pts

Top 10

51.9%

−3.0 pts

HHI

438

Diversified−59

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.8%	$121,578,596	35
Financial Services	10.9%	$30,156,047	29
Healthcare	10.5%	$29,261,454	30
Consumer Cyclical	7.4%	$20,665,412	16
Communication Services	6.9%	$19,161,640	11
Consumer Defensive	5.8%	$16,017,171	7
Unclassified	5.6%	$15,430,994	5
Industrials	4.8%	$13,408,837	19
Energy	2.6%	$7,135,471	6
Utilities	1.0%	$2,898,961	5
Basic Materials	0.6%	$1,533,003	4
Real Estate	0.2%	$498,751	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PNBK	Patriot National Bancorp Inc	+80,000	100,000	$129,000
INTC	Intel Corp	+18,573	28,938	$1,277,033
ABBV	AbbVie Inc.	+7,178	12,184	$2,649,898
AMZN	Amazon Com Inc	+6,175	47,993	$9,995,502
XOM	Exxon Mobil Corp	+4,516	18,399	$3,121,574
GOOGL	Alphabet Inc.	+4,121	32,765	$9,421,903
BA	Boeing Co	+4,077	6,810	$1,355,394
IBIT	iShares Bitcoin Trust ETF	+3,399	8,135	$312,546
TSLA	Tesla, Inc.	+2,719	7,110	$2,643,142
AAPL	Apple Inc.	+2,688	172,733	$43,837,908
PG	PROCTER & GAMBLE Co	+2,497	17,399	$2,513,111
MSFT	Microsoft Corp	+2,211	37,984	$14,060,537
PFE	Pfizer Inc	+2,196	12,598	$353,751
CSCO	Cisco Systems, Inc.	+2,138	7,223	$560,432
WMT	Walmart Inc.	+2,133	57,101	$7,096,512
GE	General Electric Co	+2,066	4,658	$1,321,800
NOW	ServiceNow, Inc.	+1,535	3,020	$315,741
QQQ	Invesco Qqq Trust, Series 1	+1,492	9,411	$5,431,840
AXP	American Express Co	+1,377	3,562	$1,077,433
BRK-B	Berkshire Hathaway Inc	+1,272	18,321	$8,779,423
JNJ	Johnson & Johnson	+1,272	11,315	$2,765,838
CRWD	CrowdStrike Holdings, Inc.	+1,080	1,665	$650,032
BMRC	Bank of Marin Bancorp	+925	115,484	$2,959,854
NEE	Nextera Energy Inc	+742	7,402	$687,497
PEP	Pepsico Inc	+681	4,693	$728,775
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ILMN	Illumina, Inc.	−4,984	35,119	$4,328,767
MSB	Mesabi Trust	−4,000	16,856	$530,964
BAC	Bank Of America Corp /De/	−2,506	19,782	$964,372
GBTC	Grayscale Bitcoin Trust ETF	−1,866	7,820	$412,583
ASTH	Astrana Health, Inc.	−1,668	77,755	$1,906,552
CLS	Celestica Inc	−998	1,502	$423,083
RDDT	Reddit, Inc.	−907	1,607	$216,382
HOOD	Robinhood Markets, Inc.	−625	27,995	$1,940,053
SRE	Sempra	−421	9,449	$918,159
SPY	Spdr S&P 500 ETF Trust	−366	13,375	$8,698,297
PLTR	Palantir Technologies Inc.	−254	2,184	$319,475
NVDA	Nvidia Corp	−236	89,548	$15,617,171
AMD	Advanced Micro Devices Inc	−225	1,818	$369,835
KO	Coca Cola Co	−203	12,283	$934,122
TMO	Thermo Fisher Scientific Inc.	−151	1,096	$538,716
META	Meta Platforms, Inc.	−128	5,381	$3,078,631
ACN	Accenture plc	−105	1,030	$204,238
CRM	Salesforce, Inc.	−103	1,134	$211,683
ICE	Intercontinental Exchange, Inc.	−101	1,410	$221,764
CVX	Chevron Corp	−80	3,632	$751,460
CMCSA	Comcast Corp	−78	13,193	$378,771
SHOP	Shopify Inc.	−77	5,300	$628,686
PAYX	Paychex Inc	−74	2,515	$231,681
DUK	Duke Energy CORP	−66	4,034	$528,211
RTX	RTX Corp	−56	1,909	$368,246
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	13,354	$1,322,713
PANW	Palo Alto Networks Inc	4,600	$737,472
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
VFC	V F Corp	22,461	$381,612
SNDK	Sandisk Corp	600	$381,204
KLAC	Kla Corp	254	$373,992
C	Citigroup Inc	2,753	$312,217
NTHI	Neonc Technologies Holdings, Inc.	43,320	$303,673
SOFI	SoFi Technologies, Inc.	18,574	$294,955
RCL	Royal Caribbean Cruises Ltd	1,040	$286,187
ADBE	Adobe Inc.	1,137	$276,381
FIX	Comfort Systems USA Inc	200	$275,798
UBER	Uber Technologies, Inc	3,760	$270,456
INMD	InMode Ltd.	19,500	$266,760
GLW	Corning Inc /Ny	1,848	$251,272
CMI	Cummins Inc	459	$246,951
ESLT	Elbit Systems Ltd	280	$237,745
NVS	Novartis AG	1,498	$228,819
SNOW	Snowflake Inc.	1,511	$227,889
AMAT	Applied Materials Inc /De	663	$226,606
TXN	Texas Instruments Inc	1,109	$215,301
CRBU	Caribou Biosciences, Inc.	19,609	$37,257
FNGR	FingerMotion, Inc.	20,000	$19,900
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	11,764	$757,836
MELI	Mercadolibre Inc	214	$431,051
TME	Tencent Music Entertainment Group	15,000	$262,950
DHR	Danaher Corp /De/	1,076	$246,317
INTU	Intuit Inc.	343	$227,210
BSX	Boston Scientific Corp	2,223	$211,963
PSN	Parsons Corp	3,376	$208,636
UNH	Unitedhealth Group Inc	621	$204,998
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

169 positions · $277,746,337 total · as of Mar 31, 2026

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

Showing 1–50 of 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	172,733	+2,688	$43,837,908	−5.2%	15.78%
NVDA	Nvidia Corp Technology	Reduced	89,548	-236	$15,617,171	−6.7%	5.62%
AVGO	Broadcom Inc. Technology	Added	48,228	+4	$14,927,048	−10.6%	5.37%
MSFT	Microsoft Corp Technology	Added	37,984	+2,211	$14,060,537	−18.7%	5.06%
CACI	Caci International Inc /De/ Technology	Held	21,316	0	$11,593,132	+2.1%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	47,993	+6,175	$9,995,502	+3.6%	3.60%
GOOGL	Alphabet Inc. Communication Services	Added	32,765	+4,121	$9,421,903	+5.1%	3.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,321	+1,272	$8,779,423	+2.4%	3.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	13,375	-366	$8,698,297	−7.2%	3.13%
WMT	Walmart Inc. Consumer Defensive	Added	57,101	+2,133	$7,096,512	+15.9%	2.56%
QQQ	Invesco Qqq Trust, Series 1	Added	9,411	+1,492	$5,431,840	+11.7%	1.96%
IBM	International Business Machines Corp Technology	Added	19,355	+67	$4,691,458	−17.9%	1.69%
ILMN	Illumina, Inc. Healthcare	Reduced	35,119	-4,984	$4,328,767	−17.7%	1.56%
MASI	Masimo Corp Healthcare	Held	24,232	0	$4,310,145	+36.8%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,647	+180	$3,633,980	+21.5%	1.31%
XOM	Exxon Mobil Corp Energy	Added	18,399	+4,516	$3,121,574	+86.8%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	5,381	-128	$3,078,631	−15.3%	1.11%
BMRC	Bank of Marin Bancorp Financial Services	Added	115,484	+925	$2,959,854	−0.7%	1.07%
NFLX	Netflix Inc Communication Services	Added	30,394	+259	$2,922,383	+3.4%	1.05%
ORCL	Oracle Corp Technology	Added	19,365	+456	$2,848,785	−22.7%	1.03%
JNJ	Johnson & Johnson Healthcare	Added	11,315	+1,272	$2,765,838	+33.1%	1.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,124	+399	$2,683,915	−4.5%	0.97%
ABBV	AbbVie Inc. Healthcare	Added	12,184	+7,178	$2,649,898	+131.7%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,110	+2,719	$2,643,142	+33.8%	0.95%
KFY	Korn Ferry Industrials	Held	41,518	0	$2,613,558	−4.7%	0.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	17,399	+2,497	$2,513,111	+17.7%	0.90%
WFC	Wells Fargo & Company/Mn Financial Services	Added	30,699	+104	$2,443,947	−14.3%	0.88%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,501	-34	$2,138,113	−4.9%	0.77%
LLY	ELI LILLY & Co Healthcare	Added	2,307	+249	$2,121,909	−4.1%	0.76%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	27,995	-625	$1,940,053	−40.1%	0.70%
V	Visa Inc. Financial Services	Reduced	6,404	-48	$1,935,544	−14.5%	0.70%
ASTH	Astrana Health, Inc. Healthcare	Reduced	77,755	-1,668	$1,906,552	−3.2%	0.69%
DIS	Walt Disney Co Communication Services	Added	17,631	+4	$1,699,275	−15.3%	0.61%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	3,543	-38	$1,633,287	−19.5%	0.59%
PSX	Phillips 66 Energy	Added	7,936	+2	$1,445,780	+41.2%	0.52%
BA	Boeing Co Industrials	Added	6,810	+4,077	$1,355,394	+128.4%	0.49%
AMGN	Amgen Inc Healthcare	Added	3,796	+112	$1,335,622	+10.8%	0.48%
QCOM	Qualcomm Inc/De Technology	Added	10,363	+195	$1,334,547	−23.3%	0.48%
MRVL	Marvell Technology, Inc. Technology	NEW	13,354	NEW	$1,322,713	NEW	0.48%
GE	General Electric Co Industrials	Added	4,658	+2,066	$1,321,800	+65.6%	0.48%
CAT	Caterpillar Inc Industrials	Added	1,855	+15	$1,314,193	+24.7%	0.47%
INTC	Intel Corp Technology	Added	28,938	+18,573	$1,277,033	+233.9%	0.46%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	6,598	+269	$1,203,013	+6.4%	0.43%
RDNT	RadNet, Inc. Healthcare	Held	20,000	0	$1,117,800	−21.7%	0.40%
AXP	American Express Co Financial Services	Added	3,562	+1,377	$1,077,433	+33.3%	0.39%
IONS	Ionis Pharmaceuticals Inc Healthcare	Held	12,961	0	$973,241	−5.1%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	19,782	-2,506	$964,372	−21.3%	0.35%
HON	Honeywell International Inc Industrials	Added	4,150	+3	$938,024	+15.9%	0.34%
COP	Conocophillips Energy	Added	7,078	+1	$934,296	+41.0%	0.34%
KO	Coca Cola Co Consumer Defensive	Reduced	12,283	-203	$934,122	+7.0%	0.34%