Westmount Partners, LLC Portfolio Holdings
Q3 2025•244 long positions•$387.2M portfolio value
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Holding258 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $40.8M 10.53% | -$1.1M Sold | 0.001% 159.7K shares | 163.8K → 159.7K −$1.1M | -2.56% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $18.4M 4.74% | -$103.9K Sold | 0.0% 35.3K shares | 35.5K → 35.3K −$103.9K | -0.56% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $16.0M 4.14% | +$1.0K Bought | 0.001% 48.1K shares | 48.1K → 48.1K +$1.0K | +0.01% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.7M 3.8% | -$319.0K Sold | — 24.0K shares | 24.5K → 24.0K −$319.0K | -2.12% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $12.8M 3.3% | -$1.2M Sold | 0.0% 68.2K shares | 74.5K → 68.2K −$1.2M | -8.45% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $11.0M 2.84% | -$215.9K Sold | 0.097% 21.3K shares | 21.7K → 21.3K −$215.9K | -1.93% | $11.0B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.2M 2.37% | -$697.2K Sold | — 13.8K shares | 14.8K → 13.8K −$697.2K | -7.05% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $8.4M 2.17% | -$101.1K Sold | 0.001% 16.9K shares | 17.1K → 16.9K −$101.1K | -1.19% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $8.3M 2.14% | -$439.5K Sold | 0.0% 37.5K shares | 39.5K → 37.5K −$439.5K | -5.04% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.8M 2.02% | -$31.6K Sold | — 11.6K shares | 11.7K → 11.6K −$31.6K | -0.4% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.4M 1.92% | +$242.7K Bought | — 53.8K shares | 52.0K → 53.8K +$242.7K | +3.37% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.4M 1.67% | -$59.6K Sold | — 19.6K shares | 19.8K → 19.6K −$59.6K | -0.92% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $6.1M 1.57% | -$187.6K Sold | 0.0% 24.8K shares | 25.6K → 24.8K −$187.6K | -2.99% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $5.6M 1.45% | +$1.8K Bought | 0.001% 55.1K shares | 55.1K → 55.1K +$1.8K | +0.03% | $821.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $5.5M 1.42% | +$18.9K Bought | 0.002% 19.3K shares | 19.2K → 19.3K +$18.9K | +0.34% | $262.84B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $5.5M 1.42% | +$96.5K Bought | 0.001% 19.0K shares | 18.7K → 19.0K +$96.5K | +1.79% | $801.76B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 1.37% | -$2.4M Sold | — 58.2K shares | 84.5K → 58.2K −$2.4M | -31.14% | — — | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $4.9M 1.26% | — | 0.031% 47.6K shares | — | — | $14.6B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 1.25% | -$237.7K Sold | — 8.0K shares | 8.4K → 8.0K −$237.7K | -4.69% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $4.0M 1.03% | -$41.7K Sold | 0.003% 28.6K shares | 28.9K → 28.6K −$41.7K | -1.04% | $127.24B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Instruments & Supplies Healthcare | $3.7M 0.952% | — | 0.048% 25.9K shares | — | — | $8.0B Mid Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.5M 0.907% | -$429.0K Sold | 0.0% 4.9K shares | 5.5K → 4.9K −$429.0K | -10.88% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $3.5M 0.898% | -$3.5K Sold | 0.001% 3.0K shares | 3.0K → 3.0K −$3.5K | -0.1% | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.876% | +$1.2M Bought | — 38.4K shares | 24.3K → 38.4K +$1.2M | +57.73% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.3M 0.84% | -$138.0K Sold | 0.0% 13.3K shares | 13.8K → 13.3K −$138.0K | -4.07% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $3.2M 0.821% | -$3.7K Sold | 0.001% 3.5K shares | 3.5K → 3.5K −$3.7K | -0.12% | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.799% | +$1.4K Bought | — 26.0K shares | 26.0K → 26.0K +$1.4K | +0.05% | — — | Q4 2022 Held for 2y 11m | |
Staffing & Employment Services Industrials | $2.9M 0.745% | -$9.6K Sold | 0.079% 41.5K shares | 41.7K → 41.5K −$9.6K | -0.33% | $3.7B Mid Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.8M 0.719% | — | — 105.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $2.8M 0.718% | +$20.2K Bought | 0.0% 8.9K shares | 8.9K → 8.9K +$20.2K | +0.73% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 0.696% | — | — 60.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $2.6M 0.671% | -$94.9K Sold | 0.001% 6.5K shares | 6.8K → 6.5K −$94.9K | -3.52% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 0.656% | -$22.6K Sold | — 10.5K shares | 10.6K → 10.5K −$22.6K | -0.88% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $2.5M 0.639% | -$38.2K Sold | 0.001% 30.6K shares | 31.1K → 30.6K −$38.2K | -1.52% | $268.51B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.62% | +$27.5K Bought | — 25.5K shares | 25.2K → 25.5K +$27.5K | +1.16% | — — | Q4 2022 Held for 2y 11m | |
Medical - Care Facilities Healthcare | $2.4M 0.609% | -$65.0K Sold | 0.181% 83.7K shares | 86.0K → 83.7K −$65.0K | -2.69% | $1.3B Small Cap | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $2.3M 0.591% | -$10.4K Sold | 0.0% 6.6K shares | 6.6K → 6.6K −$10.4K | -0.45% | $662.60B Mega Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $2.3M 0.59% | -$296.7K Sold | 0.001% 14.9K shares | 16.9K → 14.9K −$296.7K | -11.49% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.559% | — | — 40.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 0.556% | +$10.0K Bought | — 42.8K shares | 42.6K → 42.8K +$10.0K | +0.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.545% | — | — 79.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
Entertainment Communication Services | $2.1M 0.542% | -$41.9K Sold | 0.001% 18.6K shares | 19.0K → 18.6K −$41.9K | -1.96% | $205.86B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.536% | +$417.2 Bought | — 64.7K shares | 64.7K → 64.7K +$417.2 | +0.02% | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.9M 0.485% | -$99.2K Sold | 0.0% 4.1K shares | 4.3K → 4.1K −$99.2K | -5.01% | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 0.476% | -$537.7K Sold | 0.0% 9.9K shares | 12.8K → 9.9K −$537.7K | -22.57% | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.461% | +$484.9 Bought | — 14.7K shares | 14.7K → 14.7K +$484.9 | +0.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.457% | — | — 4.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.446% | +$2.4K Bought | — 3.6K shares | 3.6K → 3.6K +$2.4K | +0.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.443% | -$84.7K Sold | — 25.0K shares | 26.2K → 25.0K −$84.7K | -4.71% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.7M 0.437% | -$251.8K Sold | 0.0% 2.1K shares | 2.4K → 2.1K −$251.8K | -12.95% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m |
