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
FATE	Fate Therapeutics Inc Healthcare	Held	10,098	0	$12,117	+22.4%	0.00%
FNGR	FingerMotion, Inc. Communication Services	NEW	20,000	NEW	$19,900	NEW	0.01%
OPK	Opko Health, Inc. Healthcare	Held	18,550	0	$21,147	−9.5%	0.01%
CRBU	Caribou Biosciences, Inc. Healthcare	NEW	19,609	NEW	$37,257	NEW	0.01%
NNOX	Nano-X Imaging Ltd. Healthcare	Held	24,200	0	$54,934	−18.9%	0.02%
EHI	Western Asset Global High Income Fund Inc. Financial Services	Held	10,000	0	$59,000	−8.0%	0.02%
STRZ	Starz Entertainment Corp /Cn/ Communication Services	Held	10,000	0	$115,000	−1.7%	0.04%
PNBK	Patriot National Bancorp Inc Financial Services	Added	100,000	+80,000	$129,000	+254.4%	0.05%
GSBD	Goldman Sachs BDC, Inc. Financial Services	Added	15,010	+220	$133,288	−2.9%	0.05%
MAT	Mattel Inc /De/ Consumer Cyclical	Held	13,637	0	$198,145	−26.8%	0.07%
ACN	Accenture plc Technology	Reduced	1,030	-105	$204,238	−32.9%	0.07%
CRM	Salesforce, Inc. Technology	Reduced	1,134	-103	$211,683	−35.4%	0.08%
TXN	Texas Instruments Inc Technology	NEW	1,109	NEW	$215,301	NEW	0.08%
RDDT	Reddit, Inc. Communication Services	Reduced	1,607	-907	$216,382	−62.6%	0.08%
ALL	Allstate Corp Financial Services	Added	1,056	+1	$218,951	−0.3%	0.08%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	1,410	-101	$221,764	−9.4%	0.08%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	400	0	$224,756	−16.9%	0.08%
AMAT	Applied Materials Inc /De Technology	NEW	663	NEW	$226,606	NEW	0.08%
SNOW	Snowflake Inc. Technology	NEW	1,511	NEW	$227,889	NEW	0.08%
NVS	Novartis AG Healthcare	NEW	1,498	NEW	$228,819	NEW	0.08%
PAYX	Paychex Inc Technology	Reduced	2,515	-74	$231,681	−20.2%	0.08%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	3,193	+37	$237,112	−1.8%	0.09%
STWD	Starwood Property Trust, Inc. Real Estate	Added	13,777	+102	$237,239	−3.7%	0.09%
ESLT	Elbit Systems Ltd Industrials	NEW	280	NEW	$237,745	NEW	0.09%
PFG	Principal Financial Group Inc Financial Services	Held	2,648	0	$238,611	+2.2%	0.09%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Held	13,030	0	$239,491	−15.4%	0.09%
MMM	3M Co Industrials	Reduced	1,668	-19	$242,243	−10.3%	0.09%
CMI	Cummins Inc Industrials	NEW	459	NEW	$246,951	NEW	0.09%
LIN	Linde PLC Basic Materials	Held	500	0	$247,880	+16.3%	0.09%
GLW	Corning Inc /Ny Technology	NEW	1,848	NEW	$251,272	NEW	0.09%
TRV	Travelers Companies, Inc. Financial Services	Added	869	+1	$253,469	+0.7%	0.09%
CVS	CVS HEALTH Corp Healthcare	Added	3,532	+39	$253,668	−8.5%	0.09%
B	Barrick Mining Corp Basic Materials	Held	6,338	0	$258,527	−6.3%	0.09%
NKE	NIKE, Inc. Consumer Cyclical	Added	4,927	+350	$260,244	−10.8%	0.09%
REXR	Rexford Industrial Realty, Inc. Real Estate	Held	7,990	0	$261,512	−15.5%	0.09%
SYK	Stryker Corp Healthcare	Added	803	+128	$263,857	+11.2%	0.09%
INMD	InMode Ltd. Healthcare	NEW	19,500	NEW	$266,760	NEW	0.10%
UBER	Uber Technologies, Inc Technology	NEW	3,760	NEW	$270,456	NEW	0.10%
FIX	Comfort Systems USA Inc Industrials	NEW	200	NEW	$275,798	NEW	0.10%
ADBE	Adobe Inc. Technology	NEW	1,137	NEW	$276,381	NEW	0.10%
RL	Ralph Lauren Corp Consumer Cyclical	Added	804	+1	$276,567	−2.6%	0.10%
CDNS	Cadence Design Systems Inc Technology	Held	1,000	0	$277,870	−11.1%	0.10%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,740	0	$277,878	+4.0%	0.10%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	1,040	NEW	$286,187	NEW	0.10%
MS	Morgan Stanley Financial Services	Reduced	1,744	-38	$287,010	−9.3%	0.10%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	69	-1	$290,512	−22.5%	0.10%
SOFI	SoFi Technologies, Inc. Financial Services	NEW	18,574	NEW	$294,955	NEW	0.11%
NTHI	Neonc Technologies Holdings, Inc. Healthcare	NEW	43,320	NEW	$303,673	NEW	0.11%
ED	Consolidated Edison Inc Utilities	Held	2,757	0	$312,037	+14.0%	0.11%
C	Citigroup Inc Financial Services	NEW	2,753	NEW	$312,217	NEW	0.11%