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Westmount Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $471,410,962
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $59,041,415
- NVIDIA CORPORATION · COM · 67066G104 · shares: $20,987,544
- MICROSOFT CORP · COM · 594918104 · shares: $20,503,103
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $18,732,451
- BROADCOM INC · COM · 11135F101 · shares: $16,638,093
- AMAZON COM INC · COM · 023135106 · shares: $12,460,839
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $11,581,651
- CACI INTL INC · CL A · 127190304 · shares: $11,540,412
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $10,711,688
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $9,329,850
Reported holdings
281 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EDISON INTL | COM | 281020107 | — | 5,681 shares | $305,646 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 2,969 shares | $300,079 |
| CVS HEALTH CORP | COM | 126650100 | — | 3,498 shares | $298,059 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,648 shares | $297,212 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 22,351 shares | $297,045 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,440 shares | $296,116 |
| FAIR ISAAC CORP | COM | 303250104 | — | 447 shares | $295,802 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 804 shares | $291,579 |
| FLEXSHARES TR | NRTRN TR QLT DIV | 33939L860 | — | 3,213 shares | $291,258 |
| LINDE PLC | SHS | G54950103 | — | 615 shares | $288,808 |
| REXFORD INDL RLTY INC | COM | 76169C100 | — | 7,990 shares | $287,800 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 1,233 shares | $286,401 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 18,074 shares | $286,286 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 2,757 shares | $285,357 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 1,290 shares | $284,875 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 4,414 shares | $281,216 |
| 3M CO | COM | 88579Y101 | — | 1,707 shares | $278,308 |
| INMODE LTD | SHS | M5425M103 | — | 19,500 shares | $273,975 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 12,486 shares | $270,948 |
| BLACKROCK INC | COM | 09290D101 | — | 250 shares | $266,157 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,957 shares | $265,870 |
| SALESFORCE INC | COM | 79466L302 | — | 1,123 shares | $265,858 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 1,385 shares | $262,167 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 2,875 shares | $256,329 |
| STRYKER CORPORATION | COM | 863667101 | — | 936 shares | $255,419 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 6,338 shares | $254,154 |
| PAYCHEX INC | COM | 704326107 | — | 2,515 shares | $253,613 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 694 shares | $253,280 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 229 shares | $251,446 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 264 shares | $249,948 |
| CORNING INC | COM | 219350105 | — | 1,552 shares | $248,962 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,203 shares | $245,983 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 661 shares | $245,872 |
| CITIGROUP INC | COM NEW | 172967424 | — | 1,912 shares | $242,872 |
| SIXTH STREET SPECIALTY LENDI | COM | 83012A109 | — | 13,030 shares | $235,713 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 | — | 4,496 shares | $235,428 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 1,000 shares | $231,180 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 5,393 shares | $229,472 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 369 shares | $228,220 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 1,594 shares | $224,800 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 2,789 shares | $224,284 |
| CELESTICA INC | COM | 15101Q207 | CALL | 600 shares | $223,854 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 2,594 shares | $222,264 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 2,431 shares | $219,457 |
| MOODYS CORP | COM | 615369105 | — | 485 shares | $216,970 |
| PFIZER INC | COM | 717081103 | — | 7,682 shares | $216,006 |
| DANAHER CORP DEL | COM | 235851102 | — | 1,016 shares | $215,071 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 1,343 shares | $213,152 |
| LUMENTUM HLDGS INC | COM | 55024U109 | CALL | 200 shares | $209,156 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 983 shares | $208,691 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | — | 3,118 shares | $208,625 |
| TARGET CORP | COM | 87612E106 | — | 1,327 shares | $207,956 |
| IDEXX LABS INC | COM | 45168D104 | — | 400 shares | $207,100 |
| MATTEL INC | COM | 577081102 | — | 13,637 shares | $205,100 |
| SLB LIMITED | COM STK | 806857108 | — | 4,185 shares | $203,653 |
| SANDISK CORP | COM | 80004C200 | — | 111 shares | $197,798 |
| STARWOOD PPTY TR INC | COM | 85571B105 | — | 14,491 shares | $190,991 |
| SANDISK CORP | COM | 80004C200 | CALL | 100 shares | $178,769 |
| LAM RESEARCH CORP | COM NEW | 512807306 | CALL | 500 shares | $170,050 |
| APPLE INC | COM | 037833100 | CALL | 500 shares | $165,160 |
| WESTERN DIGITAL CORP | COM | 958102105 | CALL | 300 shares | $138,768 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 | — | 14,790 shares | $135,624 |
| BLEND LABS INC | CL A | 09352U108 | — | 125,000 shares | $131,250 |
| ELI LILLY & CO | COM | 532457108 | CALL | 100 shares | $114,985 |
| PATRIOT NATL BANCORP INC | COM NEW | 70336F203 | — | 115,000 shares | $107,606 |
| GE VERNOVA INC | COM | 36828A101 | CALL | 100 shares | $98,745 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | CALL | 100 shares | $94,557 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | CALL | 600 shares | $88,842 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 167 shares | $77,230 |
| TESLA INC | COM | 88160R101 | CALL | 200 shares | $70,822 |
| NVIDIA CORPORATION | COM | 67066G104 | CALL | 300 shares | $69,258 |
| ALLOGENE THERAPEUTICS INC | COM | 019770106 | — | 36,000 shares | $55,440 |
| APPLIED MATLS INC | COM | 038222105 | CALL | 100 shares | $52,930 |
| MICROSOFT CORP | COM | 594918104 | CALL | 100 shares | $51,280 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | CALL | 100 shares | $45,920 |
| CHERRY HILL MTG INVT CORP | COM | 164651101 | — | 16,000 shares | $41,920 |
| OPKO HEALTH INC | COM | 68375N103 | — | 18,500 shares | $29,045 |
| FATE THERAPEUTICS INC | COM | 31189P102 | — | 10,098 shares | $23,225 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 17 shares | $17,778 |
| NANO X IMAGING LTD | ORD SHS | M70700105 | — | 23,900 shares | $15,829 |
| FINGERMOTION INC | COM | 31788K108 | — | 20,000 shares | $3,514 |