Westmount Partners, LLC
CIK 2051491 · View on SEC EDGAR ↗
- Portfolio value
- $457.1M
- Positions
- 275
- As of
- June 30, 2026
#4,017 of 9,443 by 13F value · top 42.5%
Portfolio value QoQ: +12.5% 13F does not disclose cash
- Top 10 holdings weight
- 38.36%
- Top 25 holdings weight
- 55.66%
- Positions above 1%
- 17
- Effective number of positions
- 38.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.91% Est. buys $35,239,223 · sells $29,848,336
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 79.5% still held
- New positions
- 39
- Increased
- 113
- Decreased
- 60
- Closed
- 27
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
29.5%
Retail
5.8%
Healthcare
5.7%
Communication Services
5.5%
Industrials
5.2%
Financials
2.7%
Financial Services
2.4%
Consumer Discretionary
1.8%
Energy
1.2%
Consumer products
0.6%
Consumer Staples
0.6%
Utilities
0.6%
Materials
0.3%
Communications
0.2%
Telecommunication
0.2%
Real Estate
0.1%
Other/Unmapped
37.4%
Full portfolio 275 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $53,388,523 | 11.68% | 184,506 | $9,550,506 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $18,844,198 | 4.12% | 94,179 | $3,227,087 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $18,312,625 | 4.01% | 48,478 | $3,385,535 | Up ×4 | ||
| VOO | $18,265,920 | 4.00% | 26,595 | $3,865,996 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $14,446,351 | 3.16% | 38,728 | $385,995 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,773,018 | 2.58% | 49,396 | $1,777,522 | Up ×3 | ||
| SPY SPY | $11,022,340 | 2.41% | 14,760 | $2,323,751 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $10,970,921 | 2.40% | 30,699 | $1,549,086 | Down ×1 | ||
| VT | $9,268,819 | 2.03% | 59,056 | $1,549,129 | Up ×6 | ||
| IVV | $9,068,560 | 1.98% | 12,109 | $1,450,976 | Up ×2 | ||
| CACI CACI International, Inc. Class A Common Stock | $9,019,209 | 1.97% | 19,469 | $-2,573,924 | Down ×1 | ||
| BRKB | $8,581,188 | 1.88% | 17,149 | $-198,235 | Down ×1 | ||
| VTI | $7,741,766 | 1.69% | 20,921 | $1,196,480 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $6,490,550 | 1.42% | 57,307 | $-605,942 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5,985,636 | 1.31% | 8,128 | $553,754 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5,813,235 | 1.27% | 16,453 | $1,213,241 | Up ×3 | ||
| IBM International Business Machines Corporation Common Stock | $5,522,731 | 1.21% | 19,639 | $831,155 | Up ×5 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $4,112,884 | 0.90% | 13,807 | $2,790,204 | Up ×1 | ||
| IJR | $4,025,992 | 0.88% | 27,146 | $756,328 | Up ×5 | ||
| ILMN Illumina, Inc. - Common Stock | $3,995,913 | 0.87% | 22,726 | $-332,855 | Down ×3 | ||
| AOA | $3,723,111 | 0.81% | 38,147 | $428,482 | Up ×2 | ||
| VUG | $3,715,589 | 0.81% | 43,134 | $67,085 | Up ×6 | ||
| ASTH Astrana Health Inc. - Common Stock | $3,608,610 | 0.79% | 77,755 | $1,702,057 | |||
| COST Costco Wholesale Corporation - Common Stock | $3,435,045 | 0.75% | 3,672 | $-198,468 | Up ×2 | ||
| DFUV | $3,277,606 | 0.72% | 59,582 | $358,376 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,263,617 | 0.71% | 5,794 | $184,753 | Up ×1 | ||
| BMRC Bank of Marin Bancorp - Common Stock | $3,198,907 | 0.70% | 115,484 | $239,052 | |||
| TSLA Tesla, Inc. - Common Stock | $3,167,479 | 0.69% | 7,531 | $524,389 | Up ×3 | ||
| SCHX | $3,100,221 | 0.68% | 105,342 | $399,253 | |||
| INTC Intel Corporation - Common Stock | $3,052,941 | 0.67% | 21,865 | $1,775,923 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,023,630 | 0.66% | 9,237 | $339,652 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $2,885,458 | 0.63% | 19,689 | $36,617 | Up ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2,802,325 | 0.61% | 27,945 | $862,271 | Down ×2 | ||
| KFY Korn Ferry Common Stock | $2,764,268 | 0.60% | 41,518 | $150,710 | |||
| LLY Eli Lilly and Company Common Stock | $2,745,754 | 0.60% | 2,289 | $623,487 | Down ×1 | ||
| IVE | $2,657,565 | 0.58% | 11,704 | $189,334 | Up ×3 | ||
| EFA | $2,606,402 | 0.57% | 25,091 | $172,604 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $2,580,470 | 0.56% | 31,225 | $136,540 | Up ×2 | ||
| FNDX | $2,479,323 | 0.54% | 79,721 | $259,093 | |||
| IWM | $2,473,161 | 0.54% | 8,232 | $444,044 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2,472,026 | 0.54% | 9,734 | $-293,832 | Down ×1 | ||
| IDMO | $2,411,600 | 0.53% | 40,000 | Up ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $2,305,142 | 0.50% | 6,536 | $166,875 | Up ×1 | ||
| IVW | $2,288,043 | 0.50% | 16,637 | $406,612 | Up ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,275,344 | 0.50% | 15,517 | $-237,814 | Down ×1 | ||
| V Visa Inc. | $2,235,211 | 0.49% | 6,515 | $299,534 | Up ×1 | ||
| SCHG | $2,169,629 | 0.47% | 64,114 | $260,008 | Down ×2 | ||
| USFR | $2,125,154 | 0.46% | 42,208 | $4,544 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,115,624 | 0.46% | 15,474 | $-1,005,965 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2,099,992 | 0.46% | 29,412 | $-822,399 | Down ×1 | ||
| FNDF | $1,983,669 | 0.43% | 37,598 | $145,047 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1,980,036 | 0.43% | 1,859 | $665,513 | Up ×3 | ||
| IWB | $1,955,660 | 0.43% | 4,776 | $237,495 | Down ×1 | ||
| VEA | $1,947,499 | 0.43% | 27,333 | $763,453 | Up ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,933,840 | 0.42% | 10,465 | $599,280 | Up ×4 | ||
| DIS Walt Disney Company (The) Common Stock | $1,928,115 | 0.42% | 20,032 | $228,861 | Up ×2 | ||
| ITOT | $1,864,490 | 0.41% | 11,350 | $307,064 | Up ×6 | ||
| XLK XLK | $1,752,784 | 0.38% | 9,200 | $530,104 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,739,202 | 0.38% | 5,100 | $1,001,730 | Up ×1 | ||
| SCHF | $1,690,632 | 0.37% | 61,034 | $185,906 | Up ×4 | ||
| DFAS | $1,689,266 | 0.37% | 20,516 | $9,478 | Down ×6 | ||
| AOR | $1,688,258 | 0.37% | 24,291 | $575,988 | Up ×5 | ||
| SCHA | $1,594,211 | 0.35% | 44,124 | $293,868 | Down ×1 | ||
| IWF | $1,591,699 | 0.35% | 12,819 | $235,830 | Up ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $1,543,747 | 0.34% | 6,623 | $340,751 | Up ×6 | ||
| FNDA | $1,539,070 | 0.34% | 40,438 | $227,666 | |||
| BRKA | $1,497,700 | 0.33% | 2 | $61,420 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $1,496,868 | 0.33% | 3,764 | $-136,420 | Up ×1 | ||
| IEFA | $1,454,785 | 0.32% | 15,063 | $93,503 | Up ×3 | ||
| ABBV AbbVie Inc. Common Stock | $1,441,133 | 0.32% | 5,727 | $-1,208,755 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,436,465 | 0.31% | 2,473 | $1,066,704 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1,414,077 | 0.31% | 3,263 | $745,333 | Up ×2 | ||
| GE GE Aerospace Common Stock | $1,411,860 | 0.31% | 3,778 | $90,088 | Down ×1 | ||
| VO | $1,386,991 | 0.30% | 17,215 | $866,880 | Up ×3 | ||
| AMGN Amgen Inc. - Common Stock | $1,352,614 | 0.30% | 3,735 | $17,098 | Down ×1 | ||
| PSX Phillips 66 Common Stock | $1,350,169 | 0.30% | 7,987 | $-95,584 | Up ×2 | ||
| UPRO | $1,328,558 | 0.29% | 9,370 | $505,593 | Up ×5 | ||
| DFAX | $1,302,478 | 0.28% | 35,355 | $75,991 | Down ×1 | ||
| SDY | $1,297,552 | 0.28% | 8,526 | $36,647 | Down ×1 | ||
| RDNT RadNet, Inc. - Common Stock | $1,233,400 | 0.27% | 20,000 | $115,600 | |||
| VGT | $1,218,768 | 0.27% | 10,197 | $171,991 | Up ×3 | ||
| BAC Bank of America Corporation Common Stock | $1,184,243 | 0.26% | 20,783 | $219,872 | Up ×1 | ||
| IYW | $1,142,602 | 0.25% | 4,530 | $320,769 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1,096,237 | 0.24% | 7,661 | Up ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1,070,005 | 0.23% | 13,166 | $135,897 | Up ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,065,700 | 0.23% | 13,485 | $-5,097 | Down ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1,055,416 | 0.23% | 12,829 | $70,132 | Up ×2 | ||
| VWO | $1,053,799 | 0.23% | 17,655 | $342,498 | Up ×6 | ||
| RSI Rush Street Interactive, Inc. Class A Common Stock | $1,043,874 | 0.23% | 35,100 | $280,449 | |||
| SCHB | $1,030,767 | 0.23% | 35,593 | $113,976 | Down ×1 | ||
| FNDE | $1,029,974 | 0.23% | 25,957 | $36,859 | |||
| CRBN | $1,028,770 | 0.23% | 4,067 | $109,239 | Down ×2 | ||
| IONS Ionis Pharmaceuticals, Inc. - Common Stock | $1,027,678 | 0.22% | 12,961 | $54,437 | |||
| VIG | $1,020,735 | 0.22% | 4,314 | $93,123 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,004,667 | 0.22% | 2,104 | $166,312 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,003,340 | 0.22% | 992 | $223,478 | Up ×4 | ||
| GEV GE Vernova Inc. Common Stock | $1,000,197 | 0.22% | 851 | $345,278 | Up ×2 | ||
| SCHE | $997,440 | 0.22% | 27,508 | $91,051 | |||
| IEMG | $936,780 | 0.20% | 11,308 | $404,948 | Up ×3 | ||
| IJH | $922,568 | 0.20% | 11,964 | $145,607 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| AAPL | $53,388,523 | 11.68% | up ×3 |
| AVGO | $18,312,625 | 4.01% | up ×4 |
| MSFT | $14,446,351 | 3.16% | up ×3 |
| AMZN | $11,773,018 | 2.58% | up ×3 |
| VT | $9,268,819 | 2.03% | up ×6 |
| GOOG | $5,813,235 | 1.27% | up ×3 |
| IBM | $5,522,731 | 1.21% | up ×5 |
| IJR | $4,025,992 | 0.88% | up ×5 |
| VUG | $3,715,589 | 0.81% | up ×6 |
| TSLA | $3,167,479 | 0.69% | up ×3 |
| IVE | $2,657,565 | 0.58% | up ×3 |
| IVW | $2,288,043 | 0.50% | up ×5 |
| CAT | $1,980,036 | 0.43% | up ×3 |
| QCOM | $1,933,840 | 0.42% | up ×4 |
| ITOT | $1,864,490 | 0.41% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IDMO | $2,411,600 | 40,000 | 0.53% |
| ABNB | $1,096,237 | 7,661 | 0.24% |
| IDEV | $607,671 | 6,827 | 0.13% |
| DGRO | $538,109 | 7,100 | 0.12% |
| TECL | $508,088 | 2,202 | 0.11% |
| MU | $461,716 | 400 | 0.10% |
| RSP | $455,895 | 2,143 | 0.10% |
| SMH | $442,333 | 674 | 0.10% |
| ARTY | $378,477 | 4,969 | 0.08% |
| SOXL | $373,394 | 1,400 | 0.08% |
| FTNT | $356,552 | 2,321 | 0.08% |
| NBIS | $344,936 | 1,249 | 0.08% |
| UNH | $298,520 | 718 | 0.07% |
| MU | $285,241 | 247 | 0.06% |
| STX | $259,909 | 269 | 0.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Bought more | +12K | +$9.6M |
| VOO | Bought more | +2K | +$3.9M |
| AVGO | Bought more | +250 | +$3.4M |
| NVDA | Bought more | +5K | +$3.2M |
| MRVL | Bought more | +453 | +$2.8M |
| CACI | Trimmed | -2K | -$2.6M |
| SPY | Bought more | +1K | +$2.3M |
| AMZN | Bought more | +1K | +$1.8M |
| INTC | Trimmed | -7K | +$1.8M |
| ASTH | Price move only | +0 | +$1.7M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MASI | June 30, 2026 | 24,232 | $4,310,146 | No longer tracked |
| BIL | March 31, 2026 | 30,984 | $2,831,353 | No longer tracked |
| GOVI | March 31, 2026 | 40,000 | $2,222,800 | |
| XSHQ | June 30, 2026 | 40,000 | $2,193,600 | No longer tracked |
| SPGI | Sept. 30, 2025 | 2,467 | $1,300,824 | -10.9% |
| IDEV | June 30, 2025 | 16,212 | $1,116,845 | No longer tracked |
| HON | June 30, 2026 | 4,150 | $938,084 | -1.9% |
| MGV | Sept. 30, 2025 | 6,630 | $869,796 | No longer tracked |
| SLV | March 31, 2026 | 11,764 | $757,837 | No longer tracked |
| VCIT | June 30, 2026 | 8,420 | $696,755 | |
| VTES | June 30, 2026 | 6,797 | $687,449 | No longer tracked |
| CYBR | March 31, 2026 | 1,500 | $669,090 | No longer tracked |
| CRWD | June 30, 2026 | 1,665 | $650,038 | -1.9% |
| DFIC | June 30, 2026 | 16,750 | $595,128 | No longer tracked |
| JBND | June 30, 2026 | 11,000 | $591,470 | -1.5% |
| IWP | Sept. 30, 2025 | 4,072 | $564,742 | No longer tracked |
| PSLV | June 30, 2026 | 22,866 | $557,702 | No longer tracked |
| JMST | June 30, 2026 | 9,900 | $504,702 | No longer tracked |
| MSTR | Dec. 31, 2025 | 1,470 | $497,463 | -20.8% |
| CAH | June 30, 2026 | 2,338 | $494,043 | -2.9% |
| VOOG | Sept. 30, 2025 | 1,195 | $473,869 | No longer tracked |
| MDLZ | June 30, 2025 | 6,781 | $460,089 | -4.9% |
| SGOV | March 31, 2026 | 4,582 | $459,968 | 0.0% |
| QYLD | March 31, 2026 | 24,562 | $434,011 | |
| MELI | March 31, 2026 | 214 | $431,052 | 12.0% |
| IWS | Sept. 30, 2025 | 3,258 | $430,542 | No longer tracked |
| SHV | March 31, 2026 | 3,597 | $396,210 | |
| MLI | June 30, 2026 | 3,490 | $386,692 | 1.8% |
| DIHP | June 30, 2026 | 10,850 | $349,587 | No longer tracked |
| JMUB | June 30, 2026 | 6,985 | $349,180 | No longer tracked |
| AGG | March 31, 2026 | 3,440 | $343,580 | No longer tracked |
| SCHD | June 30, 2025 | 11,713 | $327,498 | No longer tracked |
| GPC | Sept. 30, 2025 | 2,677 | $324,747 | -3.3% |
| VIGI | June 30, 2025 | 3,896 | $323,134 | |
| NOW | June 30, 2026 | 3,020 | $315,741 | 30.6% |
| IBIT | June 30, 2026 | 8,135 | $312,547 | |
| PSN | March 31, 2025 | 3,376 | $311,436 | -18.8% |
| AMP | Sept. 30, 2025 | 568 | $303,159 | 13.9% |
| GIS | June 30, 2025 | 4,933 | $294,934 | -24.1% |
| RCL | June 30, 2026 | 1,040 | $286,118 | -7.9% |
| ADBE | June 30, 2026 | 1,137 | $276,409 | 33.1% |
| DVY | Dec. 31, 2025 | 1,941 | $276,282 | |
| AMD | March 31, 2025 | 2,280 | $275,401 | 358.2% |
| MFC | Dec. 31, 2025 | 8,608 | $270,722 | 18.1% |
| UBER | June 30, 2026 | 3,760 | $270,457 | 8.4% |
| VBR | June 30, 2025 | 1,426 | $265,590 | No longer tracked |
| TME | March 31, 2026 | 15,000 | $262,950 | -4.1% |
| NKE | June 30, 2026 | 4,927 | $260,233 | -1.2% |
| TECL | March 31, 2026 | 2,199 | $258,408 | No longer tracked |
| AZO | Sept. 30, 2025 | 69 | $256,144 | -31.1% |
| TXN | March 31, 2025 | 1,334 | $250,147 | 47.5% |
| ACWI | March 31, 2026 | 1,748 | $247,299 | |
| CMI | June 30, 2026 | 459 | $246,821 | -16.0% |
| DHR | March 31, 2026 | 1,076 | $246,318 | 12.9% |
| FTNT | Sept. 30, 2025 | 2,321 | $245,376 | 77.7% |
| JPST | June 30, 2025 | 4,836 | $244,847 | No longer tracked |
| TXN | Sept. 30, 2025 | 1,136 | $235,774 | 44.3% |
| FNGA | June 30, 2025 | 650 | $234,000 | No longer tracked |
| SNOW | June 30, 2026 | 1,511 | $227,889 | 24.1% |
| INTU | March 31, 2026 | 343 | $227,210 | -16.6% |
| IUSB | June 30, 2025 | 4,908 | $226,161 | |
| MDYG | June 30, 2025 | 2,817 | $223,839 | No longer tracked |
| ICE | June 30, 2026 | 1,410 | $221,765 | 30.7% |
| MS | March 31, 2025 | 1,749 | $219,824 | 81.4% |
| BOH | Sept. 30, 2025 | 3,201 | $216,164 | 19.1% |
| BSX | March 31, 2026 | 2,223 | $211,963 | -21.2% |
| INTU | March 31, 2025 | 337 | $211,805 | -41.3% |
| CRM | June 30, 2026 | 1,134 | $211,749 | 31.2% |
| SPOT | June 30, 2025 | 384 | $211,212 | -31.3% |
| PSN | March 31, 2026 | 3,376 | $208,637 | -11.3% |
| XNTK | March 31, 2025 | 1,033 | $208,480 | No longer tracked |
| NVO | March 31, 2025 | 2,405 | $206,878 | -32.7% |
| DHI | Dec. 31, 2025 | 1,194 | $205,967 | 3.0% |
| UNH | March 31, 2026 | 621 | $205,047 | 43.1% |
| KMPR | Dec. 31, 2025 | 4,035 | $204,776 | -33.6% |
| ACN | June 30, 2026 | 1,030 | $204,239 | 46.7% |
| DRI | Sept. 30, 2025 | 935 | $203,802 | 14.7% |
| RBLX | Dec. 31, 2025 | 1,498 | $200,837 | -52.0% |
| LIN | Sept. 30, 2025 | 427 | $200,468 | 2.7% |
| ICLN | March 31, 2026 | 11,827 | $194,318 | |
| PAA | March 31, 2025 | 10,334 | $176,504 | 24.5% |
| LBTYK | March 31, 2025 | 10,544 | $138,548 | -14.0% |
| PSTX | March 31, 2025 | 11,000 | $105,600 | No longer tracked |
| EHI | June 30, 2026 | 10,000 | $59,000 | -1.5% |
| CRBU | June 30, 2026 | 19,609 | $37,257 | -7.4% |
| EGHT | March 31, 2025 | 11,000 | $29,370 | 1.3% |
| CLSD | Sept. 30, 2025 | 23,400 | $18,720 | No longer tracked |