Westmount Partners, LLC
Filing Date
Global Rank
#77
/ 295
▲ 3479
Top Industry
Consumer Electronics
18.7%
3Y Alpha vs SPY
-1.5%
Period ended 9 days ago
Filed Jul 7, 2026 · 2d
15 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.7%
SPY
+76.0%
Annualised alpha
-1.7%
Max drawdown
−20.1%
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
161 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
17.6%
+1.5 pts
Top 5
38.5%
+1.8 pts
Top 10
53.6%
+0.9 pts
HHI
502
Diversified+51
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.2% | $146,653,819 |
| Financial Services | 10.5% | $31,848,161 |
| Healthcare | 8.6% | $26,169,196 |
| Consumer Cyclical | 8.0% | $24,392,355 |
| Communication Services | 6.7% | $20,441,245 |
| Unclassified | 5.9% | $17,854,093 |
| Consumer Defensive | 5.0% | $15,126,296 |
| Industrials | 4.4% | $13,503,681 |
| Energy | 1.1% | $3,419,743 |
| Utilities | 1.0% | $2,907,192 |
| Basic Materials | 0.5% | $1,429,461 |
| Real Estate | 0.2% | $498,197 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MASI | Masimo Corp | 24,232 | $4,310,145 | |
| HON | Honeywell International Inc | 4,150 | $983,769 | |
| PSLV | Sprott Physical Silver Trust | 22,866 | $557,701 | |
| CAH | Cardinal Health Inc | 2,338 | $494,042 | |
| 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 | |
| MLI | Mueller Industries Inc | 3,490 | $193,346 | |
| CRWD | CrowdStrike Holdings, Inc. | 1,665 | $162,508 | |
| 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. | ||||
161 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 185,006 | $53,533,336 | 17.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 94,479 | $18,904,303 | 6.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 48,578 | $18,350,339 | 6.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 38,728 | $14,446,318 | 4.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 49,396 | $11,773,042 | 3.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 14,760 | $11,022,325 | 3.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 30,699 | $10,970,901 | 3.61% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 19,469 | $9,019,208 | 2.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 17,149 | $8,581,188 | 2.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 57,307 | $6,490,590 | 2.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,128 | $5,985,459 | 1.97% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 19,639 | $5,522,683 | 1.82% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 13,807 | $4,112,967 | 1.35% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Reduced | 22,726 | $3,995,912 | 1.31% | |
| ASTH |
Astrana Health, Inc.
Healthcare
|
Held | 77,755 | $3,608,609 | 1.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,672 | $3,435,045 | 1.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,794 | $3,263,702 | 1.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 7,731 | $3,251,658 | 1.07% | |
| BMRC |
Bank of Marin Bancorp
Financial Services
|
Held | 115,484 | $3,198,906 | 1.05% | |
| INTC |
Intel Corp
Technology
|
Reduced | 21,865 | $3,053,009 | 1.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 9,237 | $3,023,547 | 0.99% | |
| ORCL |
Oracle Corp
Technology
|
Added | 19,689 | $2,885,422 | 0.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,389 | $2,865,438 | 0.94% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Reduced | 27,945 | $2,802,324 | 0.92% | |
| KFY |
Korn Ferry
Industrials
|
Held | 41,518 | $2,764,268 | 0.91% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 31,225 | $2,580,434 | 0.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,734 | $2,472,143 | 0.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,536 | $2,305,116 | 0.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 15,517 | $2,275,412 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Added | 6,515 | $2,235,231 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 29,412 | $2,100,016 | 0.69% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,859 | $1,979,649 | 0.65% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 10,465 | $1,933,827 | 0.64% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 20,032 | $1,928,080 | 0.63% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,100 | $1,739,202 | 0.57% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 3,763 | $1,630,620 | 0.54% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
Added | 6,623 | $1,543,821 | 0.51% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 3,764 | $1,496,867 | 0.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,727 | $1,441,142 | 0.47% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,473 | $1,436,590 | 0.47% | |
| GE |
General Electric Co
Industrials
|
Reduced | 3,778 | $1,411,951 | 0.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,735 | $1,352,518 | 0.44% | |
| PSX |
Phillips 66
Energy
|
Added | 7,987 | $1,350,202 | 0.44% | |
| RDNT |
RadNet, Inc.
Healthcare
|
Held | 20,000 | $1,233,400 | 0.41% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,783 | $1,184,215 | 0.39% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 951 | $1,117,291 | 0.37% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
NEW | 7,661 | $1,096,289 | 0.36% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 13,166 | $1,070,000 | 0.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,204 | $1,052,564 | 0.35% | |
| RSI |
Rush Street Interactive, Inc.
Consumer Cyclical
|
Held | 35,100 | $1,043,874 | 0.34% |