Westmount Partners, LLC

13F filer · CIK 0002051491

Reported Jul 7, 2026

Net seller this quarter

13F portfolio value$457MU.S. long equity reported on 13F

Positions17115 new · 19 closed

Net flow last quarter-$7.51MBuys minus sells

Top 10 positions weight35.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 2026171 positions
AAPLApple Inc.	$53.4M	11.68%	0.00%	+6.8%	Q4 2022
NVDANvidia Corp	$18.8M	4.12%	0.00%	+5.2%	Q4 2022
AVGOBroadcom Inc.	$18.3M	4.01%	0.00%	+0.5%	Q4 2022
MSFTMicrosoft Corp	$14.4M	3.16%	0.00%	+2.0%	Q4 2022
AMZNAmazon Com Inc	$11.8M	2.58%	0.00%	+2.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$11M	2.41%	Not reported	+10.4%	Q4 2022
GOOGLAlphabet Inc.	$11M	2.40%	0.00%	-6.3%	Q4 2022
CACICaci International Inc	$9.02M	1.97%	0.09%	-8.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$8.58M	1.88%	Not reported	-6.4%	Q4 2022
WMTWalmart Inc.	$6.49M	1.42%	0.00%	+0.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.99M	1.31%	Not reported	-13.6%	Q4 2022
GOOGAlphabet Inc.	$5.81M	1.27%	Not reported	+2.6%	Q4 2022
IBMInternational Business Machines Corp	$5.52M	1.21%	0.00%	+1.5%	Q4 2022
MRVLMarvell Technology, Inc.	$4.11M	0.90%	0.00%	+3.4%	Q1 2026
ILMNIllumina, Inc.	$4M	0.87%	0.02%	-35.3%	Q4 2022
ASTHAstrana Health, Inc.	$3.61M	0.79%	0.14%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$3.44M	0.75%	0.00%	+0.7%	Q4 2022
METAMeta Platforms, Inc.	$3.26M	0.71%	Not reported	+7.7%	Q4 2022
BMRCBank of Marin Bancorp	$3.2M	0.70%	0.71%	Not reported	Q4 2025
TSLATesla, Inc.	$3.17M	0.69%	0.00%	+5.9%	Q4 2022
INTCIntel Corp	$3.05M	0.67%	0.00%	-24.4%	Q4 2022
JPMJPMorgan Chase & Co	$3.02M	0.66%	0.00%	+1.2%	Q4 2022
ORCLOracle Corp	$2.89M	0.63%	0.00%	+1.7%	Q4 2022
HOODRobinhood Markets, Inc.	$2.8M	0.61%	0.01%	-0.2%	Q4 2022
KFYKorn Ferry	$2.76M	0.60%	0.08%	Not reported	Q4 2022
LLYELI LILLY & Co	$2.75M	0.60%	0.00%	-0.8%	Q4 2022
WFCWells Fargo & Company	$2.58M	0.56%	0.00%	+1.7%	Q4 2022
JNJJohnson & Johnson	$2.47M	0.54%	0.00%	-14.0%	Q4 2022
HDHome Depot, Inc.	$2.31M	0.50%	0.00%	+0.5%	Q4 2022
PGPROCTER & GAMBLE Co	$2.28M	0.50%	0.00%	-10.8%	Q4 2022
VVisa Inc.	$2.24M	0.49%	0.00%	+1.7%	Q4 2022
XOMExxonMobil Holdings Corp	$2.12M	0.46%	0.00%	-15.9%	Q4 2022
NFLXNetflix Inc	$2.1M	0.46%	0.00%	-3.2%	Q4 2022
FNDFSchwab Strategic Trust	$1.98M	0.43%	Not reported	+0.1%	Q1 2025
CATCaterpillar Inc	$1.98M	0.43%	0.00%	+0.2%	Q4 2022
QCOMQualcomm Inc	$1.93M	0.42%	0.00%	+1.0%	Q4 2022
DISWalt Disney Co	$1.93M	0.42%	0.00%	+13.6%	Q4 2022
PANWPalo Alto Networks Inc	$1.74M	0.38%	0.00%	+10.9%	Q1 2026
WSMWilliams Sonoma Inc	$1.54M	0.34%	0.01%	+0.4%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.5M	0.33%	Not reported	Not reported	Q1 2025
ISRGIntuitive Surgical Inc	$1.5M	0.33%	0.00%	+6.2%	Q4 2022
ABBVAbbVie Inc.	$1.44M	0.32%	0.00%	-53.0%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.44M	0.31%	0.00%	+36.0%	Q4 2022
LRCXLam Research Corp	$1.41M	0.31%	0.00%	+4.3%	Q4 2023
GEGeneral Electric Co	$1.41M	0.31%	0.00%	-18.9%	Q4 2022
AMGNAmgen Inc	$1.35M	0.30%	0.00%	-1.6%	Q4 2022
PSXPhillips 66	$1.35M	0.30%	0.00%	+0.6%	Q4 2022
DFAXGulf Resources, Inc.	$1.3M	0.28%	Not reported	-2.1%	Q4 2022
RDNTRadNet, Inc.	$1.23M	0.27%	0.03%	Not reported	Q4 2022
BACBank of America Corp	$1.18M	0.26%	0.00%	+5.1%	Q4 2022

Q1 2026Reported Apr 16, 2026175 positions
AAPLApple Inc.	$43.8M	10.79%	0.00%	+1.6%	Q4 2022
NVDANvidia Corp	$15.6M	3.84%	0.00%	-0.3%	Q4 2022
AVGOBroadcom Inc.	$14.9M	3.67%	0.00%	0.0%	Q4 2022
MSFTMicrosoft Corp	$14.1M	3.46%	0.00%	+6.2%	Q4 2022
CACICaci International Inc	$11.6M	2.85%	0.10%	Not reported	Q4 2022
AMZNAmazon Com Inc	$10M	2.46%	0.00%	+14.8%	Q4 2022
GOOGLAlphabet Inc.	$9.42M	2.32%	0.00%	+14.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$8.78M	2.16%	Not reported	+7.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$8.7M	2.14%	Not reported	-2.7%	Q4 2022
WMTWalmart Inc.	$7.1M	1.75%	0.00%	+3.9%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$5.43M	1.34%	Not reported	+18.8%	Q4 2022
IBMInternational Business Machines Corp	$4.69M	1.15%	0.00%	+0.4%	Q4 2022
GOOGAlphabet Inc.	$4.6M	1.13%	Not reported	+20.1%	Q4 2022
ILMNIllumina, Inc.	$4.33M	1.07%	0.02%	-12.4%	Q4 2022
MASIMasimo Corp	$4.31M	1.06%	0.05%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$3.63M	0.89%	0.00%	+5.2%	Q4 2022
XOMExxonMobil Holdings Corp	$3.12M	0.77%	0.00%	+32.5%	Q4 2022
METAMeta Platforms, Inc.	$3.08M	0.76%	Not reported	-2.3%	Q4 2022
BMRCBank of Marin Bancorp	$2.96M	0.73%	0.71%	+0.8%	Q4 2025
NFLXNetflix Inc	$2.92M	0.72%	0.00%	+0.9%	Q4 2022
ORCLOracle Corp	$2.85M	0.70%	0.00%	+2.4%	Q4 2022
JNJJohnson & Johnson	$2.77M	0.68%	0.00%	+12.7%	Q4 2022
JPMJPMorgan Chase & Co	$2.68M	0.66%	0.00%	+4.6%	Q4 2022
ABBVAbbVie Inc.	$2.65M	0.65%	0.00%	+143.4%	Q4 2022
TSLATesla, Inc.	$2.64M	0.65%	0.00%	+61.9%	Q4 2022
KFYKorn Ferry	$2.61M	0.64%	0.08%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$2.51M	0.62%	0.00%	+16.8%	Q4 2022
WFCWells Fargo & Company	$2.44M	0.60%	0.00%	+0.3%	Q4 2022
HDHome Depot, Inc.	$2.14M	0.53%	0.00%	-0.5%	Q4 2022
LLYELI LILLY & Co	$2.12M	0.52%	0.00%	+12.1%	Q4 2022
HOODRobinhood Markets, Inc.	$1.94M	0.48%	0.01%	-2.2%	Q4 2022
VVisa Inc.	$1.94M	0.48%	0.00%	-0.7%	Q4 2022
ASTHAstrana Health, Inc.	$1.91M	0.47%	0.14%	-2.1%	Q4 2022
FNDFSchwab Strategic Trust	$1.84M	0.45%	Not reported	Not reported	Q1 2025
DISWalt Disney Co	$1.7M	0.42%	0.00%	0.0%	Q4 2022
ISRGIntuitive Surgical Inc	$1.63M	0.40%	0.00%	-1.1%	Q4 2022
PSXPhillips 66	$1.45M	0.36%	0.00%	0.0%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.44M	0.35%	Not reported	Not reported	Q1 2025
BABoeing Co	$1.36M	0.33%	0.00%	+149.2%	Q4 2022
AMGNAmgen Inc	$1.34M	0.33%	0.00%	+3.0%	Q4 2022
QCOMQualcomm Inc	$1.33M	0.33%	0.00%	+1.9%	Q4 2022
MRVLMarvell Technology, Inc.	$1.32M	0.33%	0.00%	New	Q1 2026
GEGeneral Electric Co	$1.32M	0.33%	0.00%	+79.7%	Q4 2022
CATCaterpillar Inc	$1.31M	0.32%	0.00%	+0.8%	Q4 2022
INTCIntel Corp	$1.28M	0.31%	0.00%	+179.2%	Q4 2022
DFAXGulf Resources, Inc.	$1.23M	0.30%	Not reported	Not reported	Q4 2022
WSMWilliams Sonoma Inc	$1.2M	0.30%	0.01%	+4.3%	Q4 2022
RDNTRadNet, Inc.	$1.12M	0.28%	0.03%	Not reported	Q4 2022
AXPAmerican Express Co	$1.08M	0.27%	0.00%	+63.0%	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$985K	0.24%	Not reported	+4.1%	Q4 2022

Q4 2025Reported Jan 15, 2026160 positions
AAPLApple Inc.	$46.2M	11.53%	0.00%	+6.5%	Q4 2022
MSFTMicrosoft Corp	$17.3M	4.31%	0.00%	+1.2%	Q4 2022
NVDANvidia Corp	$16.7M	4.17%	0.00%	+31.7%	Q4 2022
AVGOBroadcom Inc.	$16.7M	4.16%	0.00%	+0.3%	Q4 2022
CACICaci International Inc	$11.4M	2.83%	0.10%	Not reported	Q4 2022
AMZNAmazon Com Inc	$9.65M	2.41%	0.00%	+11.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$9.37M	2.34%	Not reported	-0.1%	Q4 2022
GOOGLAlphabet Inc.	$8.97M	2.24%	0.00%	+15.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$8.57M	2.14%	Not reported	+0.9%	Q4 2022
WMTWalmart Inc.	$6.12M	1.53%	0.00%	-0.3%	Q4 2022
IBMInternational Business Machines Corp	$5.71M	1.42%	0.00%	+0.2%	Q4 2022
ILMNIllumina, Inc.	$5.26M	1.31%	0.03%	-15.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.86M	1.21%	Not reported	-1.1%	Q4 2022
GOOGAlphabet Inc.	$4.19M	1.04%	Not reported	+0.8%	Q4 2022
ORCLOracle Corp	$3.69M	0.92%	0.00%	-0.7%	Q4 2022
METAMeta Platforms, Inc.	$3.64M	0.91%	Not reported	+12.5%	Q4 2022
HOODRobinhood Markets, Inc.	$3.24M	0.81%	0.01%	Not reported	Q4 2022
MASIMasimo Corp	$3.15M	0.79%	0.05%	-6.3%	Q4 2022
COSTCostco Wholesale Corp	$2.99M	0.75%	0.00%	Not reported	Q4 2022
BMRCBank of Marin Bancorp	$2.98M	0.74%	0.71%	New	Q4 2025
WFCWells Fargo & Company	$2.85M	0.71%	0.00%	0.0%	Q4 2022
NFLXNetflix Inc	$2.83M	0.70%	0.00%	+1.5%	Q4 2022
JPMJPMorgan Chase & Co	$2.81M	0.70%	0.00%	-2.5%	Q4 2022
KFYKorn Ferry	$2.74M	0.68%	0.08%	Not reported	Q4 2022
VVisa Inc.	$2.26M	0.56%	0.00%	-2.0%	Q4 2022
HDHome Depot, Inc.	$2.25M	0.56%	0.00%	-0.2%	Q4 2022
LLYELI LILLY & Co	$2.21M	0.55%	0.00%	+0.4%	Q4 2022
PGPROCTER & GAMBLE Co	$2.14M	0.53%	0.00%	-0.1%	Q4 2022
JNJJohnson & Johnson	$2.08M	0.52%	0.00%	+1.3%	Q4 2022
ISRGIntuitive Surgical Inc	$2.03M	0.51%	0.00%	-6.8%	Q4 2022
DISWalt Disney Co	$2.01M	0.50%	0.00%	-5.2%	Q4 2022
TSLATesla, Inc.	$1.97M	0.49%	0.00%	+7.3%	Q4 2022
ASTHAstrana Health, Inc.	$1.97M	0.49%	0.16%	-5.1%	Q4 2022
QCOMQualcomm Inc	$1.74M	0.43%	0.00%	+0.6%	Q4 2022
FNDFSchwab Strategic Trust	$1.7M	0.42%	Not reported	+0.3%	Q1 2025
XOMExxonMobil Holdings Corp	$1.67M	0.42%	0.00%	-0.1%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.51M	0.38%	Not reported	Not reported	Q1 2025
RDNTRadNet, Inc.	$1.43M	0.36%	0.03%	Not reported	Q4 2022
BACBank of America Corp	$1.23M	0.31%	0.00%	-0.5%	Q4 2022
AMGNAmgen Inc	$1.21M	0.30%	0.00%	+0.4%	Q4 2022
DFAXGulf Resources, Inc.	$1.18M	0.29%	Not reported	Not reported	Q4 2022
ABBVAbbVie Inc.	$1.14M	0.29%	0.00%	-0.4%	Q4 2022
WSMWilliams Sonoma Inc	$1.13M	0.28%	0.01%	+0.4%	Q4 2022
CATCaterpillar Inc	$1.05M	0.26%	0.00%	+0.2%	Q4 2022
IONSIonis Pharmaceuticals Inc	$1.03M	0.26%	0.01%	Not reported	Q4 2022
PSXPhillips 66	$1.02M	0.26%	0.00%	-0.1%	Q4 2022
CRBNHeritage Global Inc.	$970K	0.24%	Not reported	+3.5%	Q1 2023
SCZNXG NextGen Infrastructure Income Fund	$936K	0.23%	Not reported	-7.0%	Q4 2022
KOCoca Cola Co	$873K	0.22%	0.00%	+0.2%	Q4 2022
SRESempra	$871K	0.22%	0.00%	Not reported	Q4 2022

Q3 2025Reported Oct 14, 2025160 positions
AAPLApple Inc.	$40.8M	10.53%	0.00%	-2.6%	Q4 2022
MSFTMicrosoft Corp	$18.4M	4.74%	0.00%	-0.6%	Q4 2022
AVGOBroadcom Inc.	$16M	4.14%	0.00%	0.0%	Q4 2022
NVDANvidia Corp	$12.8M	3.30%	0.00%	-8.5%	Q4 2022
CACICaci International Inc	$11M	2.84%	0.10%	-1.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$9.19M	2.37%	Not reported	-7.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$8.42M	2.17%	Not reported	-1.2%	Q4 2022
AMZNAmazon Com Inc	$8.28M	2.14%	0.00%	-5.0%	Q4 2022
GOOGLAlphabet Inc.	$6.08M	1.57%	0.00%	-3.0%	Q4 2022
WMTWalmart Inc.	$5.62M	1.45%	0.00%	0.0%	Q4 2022
IBMInternational Business Machines Corp	$5.52M	1.42%	0.00%	+0.3%	Q4 2022
ORCLOracle Corp	$5.5M	1.42%	0.00%	+1.8%	Q4 2022
ILMNIllumina, Inc.	$4.87M	1.26%	0.03%	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$4.83M	1.25%	Not reported	-4.7%	Q4 2022
HOODRobinhood Markets, Inc.	$3.98M	1.03%	0.01%	-1.0%	Q4 2022
MASIMasimo Corp	$3.69M	0.95%	0.05%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$3.51M	0.91%	Not reported	-10.9%	Q4 2022
NFLXNetflix Inc	$3.48M	0.90%	0.00%	-0.1%	Q4 2022
GOOGAlphabet Inc.	$3.25M	0.84%	Not reported	-4.1%	Q4 2022
COSTCostco Wholesale Corp	$3.18M	0.82%	0.00%	-0.1%	Q4 2022
KFYKorn Ferry	$2.89M	0.75%	0.08%	-0.3%	Q4 2022
JPMJPMorgan Chase & Co	$2.78M	0.72%	0.00%	+0.7%	Q4 2022
HDHome Depot, Inc.	$2.6M	0.67%	0.00%	-3.5%	Q4 2022
WFCWells Fargo & Company	$2.47M	0.64%	0.00%	-1.5%	Q4 2022
ASTHAstrana Health, Inc.	$2.36M	0.61%	0.15%	-2.7%	Q4 2022
VVisa Inc.	$2.29M	0.59%	0.00%	-0.5%	Q4 2022
PGPROCTER & GAMBLE Co	$2.28M	0.59%	0.00%	-11.5%	Q4 2022
DISWalt Disney Co	$2.1M	0.54%	0.00%	-2.0%	Q4 2022
TSLATesla, Inc.	$1.88M	0.49%	0.00%	-5.0%	Q4 2022
JNJJohnson & Johnson	$1.84M	0.48%	0.00%	-22.6%	Q4 2022
LLYELI LILLY & Co	$1.69M	0.44%	0.00%	-13.0%	Q4 2022
ISRGIntuitive Surgical Inc	$1.68M	0.43%	0.00%	Not reported	Q4 2022
QCOMQualcomm Inc	$1.68M	0.43%	0.00%	+0.4%	Q4 2022
FNDFSchwab Strategic Trust	$1.62M	0.42%	Not reported	Not reported	Q1 2025
RDNTRadNet, Inc.	$1.56M	0.40%	0.03%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$1.56M	0.40%	0.00%	-0.5%	Q4 2022
BRK.ABerkshire Hathaway Inc	$1.49M	0.39%	Not reported	Not reported	Q1 2025
WSMWilliams Sonoma Inc	$1.23M	0.32%	0.01%	+0.3%	Q4 2022
ABBVAbbVie Inc.	$1.23M	0.32%	0.00%	+0.5%	Q4 2022
FICOFair Isaac Corp	$1.19M	0.31%	0.00%	+6.8%	Q4 2022
DFAXGulf Resources, Inc.	$1.14M	0.29%	Not reported	Not reported	Q4 2022
BACBank of America Corp	$1.14M	0.29%	0.00%	+0.1%	Q4 2022
AMGNAmgen Inc	$1.1M	0.28%	0.00%	-6.4%	Q4 2022
PSXPhillips 66	$1.07M	0.28%	0.00%	0.0%	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$999K	0.26%	Not reported	-1.3%	Q4 2022
CRBNHeritage Global Inc.	$927K	0.24%	Not reported	+4.5%	Q1 2023
BXBlackstone Inc.	$925K	0.24%	0.00%	+1.1%	Q4 2022
HONHoneywell International Inc	$897K	0.23%	0.00%	+0.1%	Q4 2022
CATCaterpillar Inc	$883K	0.23%	0.00%	-0.1%	Q4 2022
SRESempra	$881K	0.23%	0.00%	0.0%	Q4 2022

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