Holdings of Westmount Partners, LLC
233 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 38.7 % of the equity sleeve
Sector breakdown
- Technology 27.3 %
- Funds 8.5 %
- Financials 6.8 %
- Communication 5.9 %
- Health care 5.0 %
- Consumer discretionary 4.8 %
- Consumer staples 4.1 %
- Industrials 3.0 %
- Energy 1.5 %
- Utilities 0.7 %
- Materials 0.1 %
- Unattributed 32.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- TW 0.2 %
- NL 0.1 %
- GB 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 230 | 389.6M $ | 99.58 % |
| 2 | TW | 1 | 838.4K $ | 0.21 % |
| 3 | NL | 1 | 420K $ | 0.11 % |
| 4 | GB | 1 | 391.5K $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | State Street SPDR NYSE Technology ETF | 1,033 | 263.7K $ | |
| 202 | Rexford Industrial Realty Inc | 7,990 | 261.5K $ | |
| 203 | NIKE Inc | 4,927 | 260.2K $ | |
| 204 | CVS Health Corp | 3,532 | 253.7K $ | |
| 205 | Travelers Cos Inc/The | 869 | 253.6K $ | |
| 206 | Vanguard Real Estate ETF | 2,847 | 252.5K $ | |
| 207 | Corning Inc | 1,848 | 251.2K $ | |
| 208 | Cummins Inc | 459 | 246.8K $ | |
| 209 | 3M Co | 1,668 | 242.2K $ | |
| 210 | Sixth Street Specialty Lending Inc | 13,030 | 239.5K $ | |
| 211 | Principal Financial Group Inc | 2,648 | 238.6K $ | |
| 212 | Starwood Property Trust Inc | 13,777 | 237.2K $ | |
| 213 | Bridgebio Pharma Inc | 3,193 | 237.1K $ | |
| 214 | Paychex Inc | 2,515 | 231.7K $ | |
| 215 | Novartis AG | 1,498 | 228.8K $ | |
| 216 | Snowflake Inc | 1,511 | 227.9K $ | |
| 217 | iShares J.P. Morgan USD Emerging Markets Bond ETF | 2,419 | 227.2K $ | |
| 218 | Applied Materials Inc | 663 | 226.6K $ | |
| 219 | IDEXX Laboratories Inc | 400 | 224.8K $ | |
| 220 | Vanguard Index Funds | 1,024 | 222.6K $ | |
| 221 | Intercontinental Exchange Inc | 1,410 | 221.8K $ | |
| 222 | Allstate Corp/The | 1,056 | 218.9K $ | |
| 223 | Reddit Inc | 1,607 | 216.4K $ | |
| 224 | Texas Instruments Inc | 1,109 | 215.3K $ | |
| 225 | Salesforce Inc | 1,134 | 211.7K $ | |
| 226 | Mattel Inc | 13,637 | 198.1K $ | |
| 227 | Goldman Sachs BDC, Inc. | 15,010 | 133.3K $ | |
| 228 | Patriot National Bancorp Inc | 100,000 | 129K $ | |
| 229 | Western Asset Global High Income Fund Inc. | 10,000 | 59K $ | |
| 230 | Caribou Biosciences Inc | 19,609 | 37.3K $ | |
| 231 | OPKO Health, Inc. | 18,550 | 21.1K $ | |
| 232 | FINGERMOTION INC | 20,000 | 19.9K $ | |
| 233 | Fate Therapeutics Inc | 10,098 | 12.1K $ | |