Westmount Partners, LLC
Top Portfolio Positions
168 positions ·
$268,966,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
172,733 | $43,837,908 | 16.30% | |
| NVDA |
Nvidia Corp
Technology
|
89,548 | $15,617,171 | 5.81% | |
| AVGO |
Broadcom Inc.
Technology
|
48,228 | $14,927,048 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
37,984 | $14,060,537 | 5.23% | |
| CACI |
Caci International Inc /De/
Technology
|
21,316 | $11,593,132 | 4.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,993 | $9,995,502 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,765 | $9,421,903 | 3.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,375 | $8,698,297 | 3.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,101 | $7,096,512 | 2.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,411 | $5,431,840 | 2.02% |
Portfolio Trend
Holdings in BMRC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,959,854 | 115,484 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,979,679 | 114,559 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||