Westmount Partners, LLC
Top Portfolio Positions
168 positions ·
$268,966,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 MAT
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,145 | 13,637 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $270,558 | 13,637 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $229,510 | 13,637 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $268,921 | 13,637 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $264,966 | 13,637 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $241,784 | 13,637 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $259,784 | 13,637 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $221,737 | 13,637 | Shares | Sole | 2025-01-28 | |
| No quarters match your search. | ||||||