1y return+18.3%S&P 500 +20.9%
3y return+59.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $185 against $195 in the S&P 500.2
Westmount Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $53.4M | 11.7% | +6.8% |
| NVDANvidia Corporation | $18.8M | 4.1% | +5.2% |
| AVGOBroadcom Inc | $18.3M | 4.0% | |
| VOOVanguard Index Fds | $18.3M | 4.0% | +10.4% |
| MSFTMicrosoft Corp | $14.4M | 3.2% | +2.0% |
| AMZNAmazon Com Inc | $11.8M | 2.6% | +2.9% |
| SPYState Str Spdr S&p 500 Etf T | $11.0M | 2.4% | +10.4% |
| GOOGLAlphabet Inc | $11.0M | 2.4% | −6.3% |
| VTVanguard Intl Equity Index F | $9.3M | 2.0% | +5.8% |
| IVVIshares Tr | $9.1M | 2.0% | +3.8% |
| CACICaci Intl Inc | $9.0M | 2.0% | −8.7% |
| BRK/BBerkshire Hathaway Inc Del | $8.6M | 1.9% | −6.4% |
| VTIVanguard Index Fds | $7.7M | 1.7% | +2.5% |
| WMTWalmart Inc | $6.5M | 1.4% | |
| QQQInvesco Qqq Tr | $6.0M | 1.3% | −13.6% |
| GOOGAlphabet Inc | $5.8M | 1.3% | +2.6% |
| IBMInternational Business Machs | $5.5M | 1.2% | +1.5% |
| MRVLMarvell Technology Inc | $4.1M | 0.9% | +3.4% |
| IJRIshares Tr | $4.0M | 0.9% | +3.2% |
| ILMNIllumina Inc | $4.0M | 0.9% | −35.3% |
| AOAIshares Tr | $3.7M | 0.8% | +2.5% |
| VUGVanguard Index Fds | $3.7M | 0.8% | −13.9% |
| ASTHAstrana Health Inc | $3.6M | 0.8% | |
| COSTCostco Wholesale Corporation | $3.4M | 0.8% | |
| DFUVDimensional Etf Trust | $3.3M | 0.7% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $18.8M |
| HOODRobinhood Mkts Inc | December 31, 2022 | +1131.9% | $2.8M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $18.3M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $3.3M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $11.0M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $5.8M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $3.2M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $2.7M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $11.8M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $6.0M |
Sold off last quarter
- Masimo CorpCUSIP 574795100 was $4.3M
- XSHQInvesco Exch Traded Fd Tr II was $2.2M
- Honeywell Intl IncCUSIP 438516106 was $938K
- VCITVanguard Scottsdale Fds was $697K
- VTESVanguard Wellington Fd was $687K
- CRWDCrowdstrike Hldgs Inc was $650K
- DFICDimensional Etf Trust was $595K
- JBNDJ P Morgan Exchange Traded F was $591K
- PSLVSprott Asset Management LP was $558K
- JMSTJ P Morgan Exchange Traded F was $505K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −4.9% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +11.4% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +4.4% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −6.3% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +8.9% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westmount Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2051491&type=13F-HR&dateb=&owner=include&count=40CIK 2051491
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2051491/000205149126000004/Filed July 7, 2026 · accession 0002051491-26-000004