Westmount Partners, LLC

CIK 2051491 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$457.1M
#4.017 dari 9.443 berdasarkan nilai 13F · top 42.5%
Posisi
275
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +12.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
38,36%
Bobot 25 kepemilikan teratas
55,66%
Posisi di atas 1%
17
Jumlah posisi efektif
38,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,91% Perkiraan pembelian $35.239.223 · penjualan $29.848.336

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 79,5% masih dipegang

Posisi baru
39
Meningkat
113
Menurun
60
Tertutup
27
Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
37,4%

Portofolio lengkap 275 posisi

Tipe Rentetan Tren 8 kuartal
AAPL Apple Inc. - Common Stock $53.388.523 11,68% 184.506 $9.550.506 Naik ×3
NVDA NVIDIA Corporation - Common Stock $18.844.198 4,12% 94.179 $3.227.087 Naik ×1
AVGO Broadcom Inc. - Common Stock $18.312.625 4,01% 48.478 $3.385.535 Naik ×4
VOO $18.265.920 4,00% 26.595 $3.865.996 Naik ×2
MSFT Microsoft Corporation - Common Stock $14.446.351 3,16% 38.728 $385.995 Naik ×3
AMZN Amazon.com, Inc. - Common Stock $11.773.018 2,58% 49.396 $1.777.522 Naik ×3
SPY SPY $11.022.340 2,41% 14.760 $2.323.751 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $10.970.921 2,40% 30.699 $1.549.086 Turun ×1
VT $9.268.819 2,03% 59.056 $1.549.129 Naik ×6
IVV $9.068.560 1,98% 12.109 $1.450.976 Naik ×2
CACI CACI International, Inc. Class A Common Stock $9.019.209 1,97% 19.469 $-2.573.924 Turun ×1
BRKB $8.581.188 1,88% 17.149 $-198.235 Turun ×1
VTI $7.741.766 1,69% 20.921 $1.196.480 Naik ×1
WMT Walmart Inc. - Common Stock $6.490.550 1,42% 57.307 $-605.942 Naik ×2
QQQ Invesco QQQ Trust, Series 1 $5.985.636 1,31% 8.128 $553.754 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $5.813.235 1,27% 16.453 $1.213.241 Naik ×3
IBM International Business Machines Corporation Common Stock $5.522.731 1,21% 19.639 $831.155 Naik ×5
MRVL Marvell Technology, Inc. - Common Stock $4.112.884 0,90% 13.807 $2.790.204 Naik ×1
IJR $4.025.992 0,88% 27.146 $756.328 Naik ×5
ILMN Illumina, Inc. - Common Stock $3.995.913 0,87% 22.726 $-332.855 Turun ×3
AOA $3.723.111 0,81% 38.147 $428.482 Naik ×2
VUG $3.715.589 0,81% 43.134 $67.085 Naik ×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 Naik ×2
DFUV $3.277.606 0,72% 59.582 $358.376 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $3.263.617 0,71% 5.794 $184.753 Naik ×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 Naik ×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 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $3.023.630 0,66% 9.237 $339.652 Naik ×2
ORCL Oracle Corporation Common Stock $2.885.458 0,63% 19.689 $36.617 Naik ×2
HOOD Robinhood Markets, Inc. - Class A Common Stock $2.802.325 0,61% 27.945 $862.271 Turun ×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 Turun ×1
IVE $2.657.565 0,58% 11.704 $189.334 Naik ×3
EFA $2.606.402 0,57% 25.091 $172.604 Naik ×1
WFC Wells Fargo & Company Common Stock $2.580.470 0,56% 31.225 $136.540 Naik ×2
FNDX $2.479.323 0,54% 79.721 $259.093
IWM $2.473.161 0,54% 8.232 $444.044 Naik ×2
JNJ Johnson & Johnson Common Stock $2.472.026 0,54% 9.734 $-293.832 Turun ×1
IDMO $2.411.600 0,53% 40.000 Naik ×1
HD Home Depot, Inc. (The) Common Stock $2.305.142 0,50% 6.536 $166.875 Naik ×1
IVW $2.288.043 0,50% 16.637 $406.612 Naik ×5
PG Procter & Gamble Company (The) Common Stock $2.275.344 0,50% 15.517 $-237.814 Turun ×1
V Visa Inc. $2.235.211 0,49% 6.515 $299.534 Naik ×1
SCHG $2.169.629 0,47% 64.114 $260.008 Turun ×2
USFR $2.125.154 0,46% 42.208 $4.544 Naik ×2
XOM Exxon Mobil Corporation Common Stock $2.115.624 0,46% 15.474 $-1.005.965 Turun ×1
NFLX Netflix, Inc. - Common Stock $2.099.992 0,46% 29.412 $-822.399 Turun ×1
FNDF $1.983.669 0,43% 37.598 $145.047 Naik ×1
CAT Caterpillar, Inc. Common Stock $1.980.036 0,43% 1.859 $665.513 Naik ×3
IWB $1.955.660 0,43% 4.776 $237.495 Turun ×1
VEA $1.947.499 0,43% 27.333 $763.453 Naik ×2
QCOM QUALCOMM Incorporated - Common Stock $1.933.840 0,42% 10.465 $599.280 Naik ×4
DIS Walt Disney Company (The) Common Stock $1.928.115 0,42% 20.032 $228.861 Naik ×2
ITOT $1.864.490 0,41% 11.350 $307.064 Naik ×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 Naik ×1
SCHF $1.690.632 0,37% 61.034 $185.906 Naik ×4
DFAS $1.689.266 0,37% 20.516 $9.478 Turun ×6
AOR $1.688.258 0,37% 24.291 $575.988 Naik ×5
SCHA $1.594.211 0,35% 44.124 $293.868 Turun ×1
IWF $1.591.699 0,35% 12.819 $235.830 Naik ×1
WSM Williams-Sonoma, Inc. Common Stock (DE) $1.543.747 0,34% 6.623 $340.751 Naik ×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 Naik ×1
IEFA $1.454.785 0,32% 15.063 $93.503 Naik ×3
ABBV AbbVie Inc. Common Stock $1.441.133 0,32% 5.727 $-1.208.755 Turun ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1.436.465 0,31% 2.473 $1.066.704 Naik ×1
LRCX Lam Research Corporation - Common Stock $1.414.077 0,31% 3.263 $745.333 Naik ×2
GE GE Aerospace Common Stock $1.411.860 0,31% 3.778 $90.088 Turun ×1
VO $1.386.991 0,30% 17.215 $866.880 Naik ×3
AMGN Amgen Inc. - Common Stock $1.352.614 0,30% 3.735 $17.098 Turun ×1
PSX Phillips 66 Common Stock $1.350.169 0,30% 7.987 $-95.584 Naik ×2
UPRO $1.328.558 0,29% 9.370 $505.593 Naik ×5
DFAX $1.302.478 0,28% 35.355 $75.991 Turun ×1
SDY $1.297.552 0,28% 8.526 $36.647 Turun ×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 Naik ×3
BAC Bank of America Corporation Common Stock $1.184.243 0,26% 20.783 $219.872 Naik ×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 Naik ×1
KO Coca-Cola Company (The) Common Stock $1.070.005 0,23% 13.166 $135.897 Naik ×1
VCSH Vanguard Short-Term Corporate Bond ETF $1.065.700 0,23% 13.485 $-5.097 Turun ×1
SCZ iShares MSCI EAFE Small-Cap ETF $1.055.416 0,23% 12.829 $70.132 Naik ×2
VWO $1.053.799 0,23% 17.655 $342.498 Naik ×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 Turun ×1
FNDE $1.029.974 0,23% 25.957 $36.859
CRBN $1.028.770 0,23% 4.067 $109.239 Turun ×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 Naik ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1.004.667 0,22% 2.104 $166.312 Turun ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $1.003.340 0,22% 992 $223.478 Naik ×4
GEV GE Vernova Inc. Common Stock $1.000.197 0,22% 851 $345.278 Naik ×2
SCHE $997.440 0,22% 27.508 $91.051
IEMG $936.780 0,20% 11.308 $404.948 Naik ×3
IJH $922.568 0,20% 11.964 $145.607 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
AAPL $53.388.523 11,68% naik ×3
AVGO $18.312.625 4,01% naik ×4
MSFT $14.446.351 3,16% naik ×3
AMZN $11.773.018 2,58% naik ×3
VT $9.268.819 2,03% naik ×6
GOOG $5.813.235 1,27% naik ×3
IBM $5.522.731 1,21% naik ×5
IJR $4.025.992 0,88% naik ×5
VUG $3.715.589 0,81% naik ×6
TSLA $3.167.479 0,69% naik ×3
IVE $2.657.565 0,58% naik ×3
IVW $2.288.043 0,50% naik ×5
CAT $1.980.036 0,43% naik ×3
QCOM $1.933.840 0,42% naik ×4
ITOT $1.864.490 0,41% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
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%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AAPL Beli lebih banyak +12K +$9.6M
VOO Beli lebih banyak +2K +$3.9M
AVGO Beli lebih banyak +250 +$3.4M
NVDA Beli lebih banyak +5K +$3.2M
MRVL Beli lebih banyak +453 +$2.8M
CACI Dipangkas -2K -$2.6M
SPY Beli lebih banyak +1K +$2.3M
AMZN Beli lebih banyak +1K +$1.8M
INTC Dipangkas -7K +$1.8M
ASTH Hanya pergerakan harga +0 +$1.7M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
MASI 30 Juni 2026 24.232 $4.310.146 Tidak lagi dilacak
BIL 31 Maret 2026 30.984 $2.831.353 Tidak lagi dilacak
GOVI 31 Maret 2026 40.000 $2.222.800
XSHQ 30 Juni 2026 40.000 $2.193.600 Tidak lagi dilacak
SPGI 30 Sep. 2025 2.467 $1.300.824 -11,7%
IDEV 30 Juni 2025 16.212 $1.116.845 Tidak lagi dilacak
HON 30 Juni 2026 4.150 $938.084 -1,2%
MGV 30 Sep. 2025 6.630 $869.796 Tidak lagi dilacak
SLV 31 Maret 2026 11.764 $757.837 Tidak lagi dilacak
VCIT 30 Juni 2026 8.420 $696.755
VTES 30 Juni 2026 6.797 $687.449 Tidak lagi dilacak
CYBR 31 Maret 2026 1.500 $669.090 Tidak lagi dilacak
CRWD 30 Juni 2026 1.665 $650.038 3,7%
DFIC 30 Juni 2026 16.750 $595.128 Tidak lagi dilacak
JBND 30 Juni 2026 11.000 $591.470 -1,5%
IWP 30 Sep. 2025 4.072 $564.742 Tidak lagi dilacak
PSLV 30 Juni 2026 22.866 $557.702 Tidak lagi dilacak
JMST 30 Juni 2026 9.900 $504.702 Tidak lagi dilacak
MSTR 31 Des. 2025 1.470 $497.463 -26,2%
CAH 30 Juni 2026 2.338 $494.043 -2,4%
VOOG 30 Sep. 2025 1.195 $473.869 Tidak lagi dilacak
MDLZ 30 Juni 2025 6.781 $460.089 -4,3%
SGOV 31 Maret 2026 4.582 $459.968 -0,1%
QYLD 31 Maret 2026 24.562 $434.011
MELI 31 Maret 2026 214 $431.052 10,9%
IWS 30 Sep. 2025 3.258 $430.542 Tidak lagi dilacak
SHV 31 Maret 2026 3.597 $396.210
MLI 30 Juni 2026 3.490 $386.692 1,8%
DIHP 30 Juni 2026 10.850 $349.587 Tidak lagi dilacak
JMUB 30 Juni 2026 6.985 $349.180 Tidak lagi dilacak
AGG 31 Maret 2026 3.440 $343.580 Tidak lagi dilacak
SCHD 30 Juni 2025 11.713 $327.498 Tidak lagi dilacak
GPC 30 Sep. 2025 2.677 $324.747 -4,9%
VIGI 30 Juni 2025 3.896 $323.134
NOW 30 Juni 2026 3.020 $315.741 30,5%
IBIT 30 Juni 2026 8.135 $312.547
PSN 31 Maret 2025 3.376 $311.436 -22,2%
AMP 30 Sep. 2025 568 $303.159 13,4%
GIS 30 Juni 2025 4.933 $294.934 -23,1%
RCL 30 Juni 2026 1.040 $286.118 -7,2%
ADBE 30 Juni 2026 1.137 $276.409 33,6%
DVY 31 Des. 2025 1.941 $276.282
AMD 31 Maret 2025 2.280 $275.401 353,6%
MFC 31 Des. 2025 8.608 $270.722 18,7%
UBER 30 Juni 2026 3.760 $270.457 10,4%
VBR 30 Juni 2025 1.426 $265.590 Tidak lagi dilacak
TME 31 Maret 2026 15.000 $262.950 -5,7%
NKE 30 Juni 2026 4.927 $260.233 -1,1%
TECL 31 Maret 2026 2.199 $258.408 Tidak lagi dilacak
AZO 30 Sep. 2025 69 $256.144 -30,0%
TXN 31 Maret 2025 1.334 $250.147 48,0%
ACWI 31 Maret 2026 1.748 $247.299
CMI 30 Juni 2026 459 $246.821 -15,6%
DHR 31 Maret 2026 1.076 $246.318 13,2%
FTNT 30 Sep. 2025 2.321 $245.376 80,4%
JPST 30 Juni 2025 4.836 $244.847 Tidak lagi dilacak
TXN 30 Sep. 2025 1.136 $235.774 44,8%
FNGA 30 Juni 2025 650 $234.000 Tidak lagi dilacak
SNOW 30 Juni 2026 1.511 $227.889 26,1%
INTU 31 Maret 2026 343 $227.210 -16,3%
IUSB 30 Juni 2025 4.908 $226.161
MDYG 30 Juni 2025 2.817 $223.839 Tidak lagi dilacak
ICE 30 Juni 2026 1.410 $221.765 28,0%
MS 31 Maret 2025 1.749 $219.824 83,3%
BOH 30 Sep. 2025 3.201 $216.164 18,1%
BSX 31 Maret 2026 2.223 $211.963 -18,0%
INTU 31 Maret 2025 337 $211.805 -41,0%
CRM 30 Juni 2026 1.134 $211.749 31,3%
SPOT 30 Juni 2025 384 $211.212 -29,6%
PSN 31 Maret 2026 3.376 $208.637 -15,0%
XNTK 31 Maret 2025 1.033 $208.480 Tidak lagi dilacak
NVO 31 Maret 2025 2.405 $206.878 -33,0%
DHI 31 Des. 2025 1.194 $205.967 3,5%
UNH 31 Maret 2026 621 $205.047 45,0%
KMPR 31 Des. 2025 4.035 $204.776 -34,7%
ACN 30 Juni 2026 1.030 $204.239 48,7%
DRI 30 Sep. 2025 935 $203.802 15,6%
RBLX 31 Des. 2025 1.498 $200.837 -53,3%
LIN 30 Sep. 2025 427 $200.468 2,6%
ICLN 31 Maret 2026 11.827 $194.318
PAA 31 Maret 2025 10.334 $176.504 21,3%
LBTYK 31 Maret 2025 10.544 $138.548 -12,0%
PSTX 31 Maret 2025 11.000 $105.600 Tidak lagi dilacak
EHI 30 Juni 2026 10.000 $59.000 -2,2%
CRBU 30 Juni 2026 19.609 $37.257 -6,5%
EGHT 31 Maret 2025 11.000 $29.370 3,5%
CLSD 30 Sep. 2025 23.400 $18.720 Tidak lagi dilacak