Westmount Partners, LLC
Top Portfolio Positions
169 positions ·
$277,746,337 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
172,733 | $43,837,908 | 15.78% | |
| NVDA |
Nvidia Corp
Technology
|
89,548 | $15,617,171 | 5.62% | |
| AVGO |
Broadcom Inc.
Technology
|
48,228 | $14,927,048 | 5.37% | |
| MSFT |
Microsoft Corp
Technology
|
37,984 | $14,060,537 | 5.06% | |
| CACI |
Caci International Inc /De/
Technology
|
21,316 | $11,593,132 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
47,993 | $9,995,502 | 3.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,765 | $9,421,903 | 3.39% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,321 | $8,779,423 | 3.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,375 | $8,698,297 | 3.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
57,101 | $7,096,512 | 2.56% |
Portfolio Trend
14 quarters · across all stocks
Holdings in OPK
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,147 | 18,550 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $23,373 | 18,550 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $25,652 | 16,550 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $21,846 | 16,550 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $27,473 | 16,550 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $24,328 | 16,550 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $24,659 | 16,550 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $20,687 | 16,550 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $19,860 | 16,550 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $24,990 | 16,550 | Shares | Sole | 2025-01-28 | |
| 2023-09-30 | $26,560 | 16,600 | Shares | Sole | 2025-01-28 | |
| 2023-06-30 | $36,022 | 16,600 | Shares | Sole | 2025-01-28 | |
| 2023-03-31 | $24,236 | 16,600 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $20,750 | 16,600 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||