Westmount Partners, LLC
Long book
$405.9M
Q1 2026
Positions
262
Top-10 weight
37%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsWestmount Partners, LLC is an institutional manager, running a $405.9M US long book across 262 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, BROADCOM INC, VANGUARD S&P 500 ETF, MICROSOFT CORP.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.1%
Q2 2024
+7.7%
Q3 2024
+2.0%
Q4 2024
-5.7%
Q1 2025
+11.9%
Q2 2025
+9.5%
Q3 2025
+2.8%
Q4 2025
-5.0%
Q1 2026
+14.7%
Sector allocation
Technology 51%
Financials 11%
Consumer discretionary 10%
Healthcare 8%
Industrials 6%
Services media 5%
Other 4%
Energy 2%
Long book by quarter
What does Westmount Partners, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 172.7K | $43.8M | 10.8% | +1.6% |
| NVDA NVIDIA CORP | Technology | 89.5K | $15.6M | 3.8% | -0.3% |
| AVGO BROADCOM INC | Technology | 48.2K | $14.9M | 3.7% | 0.0% |
| MSFT MICROSOFT CORP | Technology | 38.0K | $14.1M | 3.5% | +6.2% |
| CACI CACI INTERNATIONAL INC -CL A | Technology | 21.3K | $11.6M | 2.9% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 48.0K | $10.0M | 2.5% | +14.8% |
| GOOGL ALPHABET INC-CL A | Technology | 32.8K | $9.4M | 2.3% | +14.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 18.3K | $8.8M | 2.2% | +7.5% |
| WMT WALMART INC | Consumer discretionary | 57.1K | $7.1M | 1.7% | +3.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 19.4K | $4.7M | 1.2% | +0.3% |
| GOOG ALPHABET INC-CL C | Technology | 16.0K | $4.6M | 1.1% | +20.1% |
| ILMN ILLUMINA INC | Healthcare | 35.1K | $4.3M | 1.1% | -12.4% |
| MASI* MASIMO CORP | — | 24.2K | $4.3M | 1.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 3.6K | $3.6M | 0.9% | +5.2% |
| XOM EXXON MOBIL CORP | Energy | 18.4K | $3.1M | 0.8% | +32.5% |
| META META PLATFORMS INC-CLASS A | Technology | 5.4K | $3.1M | 0.8% | -2.3% |
| BMRC BANK OF MARIN BANCORP/CA | Financials | 115.5K | $3.0M | 0.7% | +0.8% |
| NFLX NETFLIX INC | Services media | 30.4K | $2.9M | 0.7% | +0.9% |
| ORCL ORACLE CORP | Technology | 19.4K | $2.8M | 0.7% | +2.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 11.3K | $2.8M | 0.7% | +12.7% |
| JPM JPMORGAN CHASE & CO | Financials | 9.1K | $2.7M | 0.7% | +4.6% |
| ABBV ABBVIE INC | Healthcare | 12.2K | $2.6M | 0.7% | +143.4% |
| TSLA TESLA INC | Industrials | 7.1K | $2.6M | 0.7% | +61.9% |
| KFY KORN FERRY | Services media | 41.5K | $2.6M | 0.6% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 17.4K | $2.5M | 0.6% | +16.8% |
| WFC WELLS FARGO & CO | Financials | 30.7K | $2.4M | 0.6% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 6.5K | $2.1M | 0.5% | -0.5% |
| LLY ELI LILLY & CO | Healthcare | 2.3K | $2.1M | 0.5% | +12.1% |
| HOOD ROBINHOOD MARKETS INC - A | Financials | 28.0K | $1.9M | 0.5% | -2.2% |
| V VISA INC-CLASS A SHARES | Services media | 6.4K | $1.9M | 0.5% | -0.7% |
| ASTH ASTRANA HEALTH INC | Services media | 77.8K | $1.9M | 0.5% | -2.1% |
| DIS WALT DISNEY CO/THE | Services media | 17.6K | $1.7M | 0.4% | 0.0% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 3.5K | $1.6M | 0.4% | -1.1% |
| PSX PHILLIPS 66 | Energy | 7.9K | $1.4M | 0.4% | 0.0% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.4% | Held |
| BA BOEING CO/THE | Industrials | 6.8K | $1.4M | 0.3% | +149.2% |
| AMGN AMGEN INC | Healthcare | 3.8K | $1.3M | 0.3% | +3.0% |
| QCOM QUALCOMM INC | Technology | 10.4K | $1.3M | 0.3% | +1.9% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 13.4K | $1.3M | 0.3% | New |
| GE GENERAL ELECTRIC | Industrials | 4.7K | $1.3M | 0.3% | +79.7% |
| CAT CATERPILLAR INC | Industrials | 1.9K | $1.3M | 0.3% | +0.8% |
| INTC INTEL CORP | Technology | 28.9K | $1.3M | 0.3% | +179.2% |
| WSM WILLIAMS-SONOMA INC | Consumer discretionary | 6.6K | $1.2M | 0.3% | +4.3% |
| RDNT RADNET INC | Healthcare | 20.0K | $1.1M | 0.3% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 3.6K | $1.1M | 0.3% | +63.0% |
| IONS IONIS PHARMACEUTICALS INC | Healthcare | 13.0K | $973K | 0.2% | Held |
| BAC BANK OF AMERICA CORP | Financials | 19.8K | $964K | 0.2% | -11.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 4.2K | $938K | 0.2% | +0.1% |
| COP CONOCOPHILLIPS | Energy | 7.1K | $934K | 0.2% | 0.0% |
| KO COCA-COLA CO/THE | Consumer staples | 12.3K | $934K | 0.2% | -1.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 264 | $406.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 246 | $401.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 244 | $387.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 246 | $364.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 239 | $327.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 218 | $329.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Jan 13, 2025 | 230 | $332.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jan 28, 2025 | 219 | $303.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Jan 28, 2025 | 213 | $278.0M | canonical | SEC ↗ |
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