Westmount-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "RDNT",
  null,
  "MASI",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BOH",
  "BSX",
  "KFY",
  "DUK",
  null,
  "CLSD",
  null,
  "TSLX",
  "GILD",
  "GIS",
  null,
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "ICE",
  "META",
  null,
  null,
  "MSB",
  "IVW",
  "IJH",
  null,
  "RSI",
  null,
  "IONS",
  null,
  null,
  "LRCX",
  "IWS",
  "OPK",
  "MA",
  "MSFT",
  "MDLZ",
  "FICO",
  "GE",
  "GPC",
  "GLNG",
  null,
  "ILMN",
  "EHI",
  "BX",
  "AMP",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "PAYX",
  "VHT",
  "EEM",
  null,
  "IWF",
  "PEP",
  "PNC",
  null,
  "IEMG",
  "GSBD",
  "IJK",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  "NYT",
  "FNDX",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  "NOW",
  "SHOP",
  "SRE",
  "SHEL",
  "GLD",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "VNQ",
  "VO",
  "VXF",
  "SCHW",
  null,
  "VWO",
  "VSS",
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "TSM",
  "VYM",
  "GRAL",
  "MAT",
  "STWD",
  "SDY",
  "DRI",
  "WM",
  "IWP",
  "IWR",
  "KMPR",
  "VIGI",
  "AMZN",
  "SCHB",
  "NNOX",
  null,
  "IVE",
  "PFG",
  null,
  "REXR",
  "TME",
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  null,
  "VOOG",
  "MGV",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WSM",
  "IUSG",
  null,
  null,
  null,
  "GRMN",
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "EIX",
  "MFC",
  null,
  "PSX",
  "CRM",
  null,
  "RDDT",
  "SPOT",
  "IXUS",
  null,
  "GEV",
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CACI",
  "CDNS",
  "CVNA",
  "CVX",
  "CSCO",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 239
Total Value: 327862365
Accession Number: 0002051491-25-000013
Form Type: 13F-HR
CIK: westmount-partners
Manager Name: Westmount-Partners

Data Enrichment

82% identified

197 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

239 positions • $327.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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Apple Inc.

AAPL|037833100

Shares:164.0K

Value:$36.4M

% of Portfolio:11.1% ($36.4M/$327.9M)

922908363

VOO|922908363

Shares:31.0K

Value:$15.9M

% of Portfolio:4.9% ($15.9M/$327.9M)

MICROSOFT CORP

MSFT|594918104

Shares:35.2K

Value:$13.2M

% of Portfolio:4.0% ($13.2M/$327.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.1K

Value:$9.1M

% of Portfolio:2.8% ($9.1M/$327.9M)

NVIDIA CORP

NVDA|67066G104

Shares:83.4K

Value:$9.0M

% of Portfolio:2.8% ($9.0M/$327.9M)

CACI INTERNATIONAL INC /DE/

CACI|127190304

Shares:22.4K

Value:$8.2M

% of Portfolio:2.5% ($8.2M/$327.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:14.7K

Value:$8.2M

% of Portfolio:2.5% ($8.2M/$327.9M)

Broadcom Inc.

AVGO|11135F101

Shares:48.2K

Value:$8.1M

% of Portfolio:2.5% ($8.1M/$327.9M)

AMAZON COM INC

AMZN|023135106

Shares:38.6K

Value:$7.3M

% of Portfolio:2.2% ($7.3M/$327.9M)

464287200

IVV|464287200

Shares:11.7K

Value:$6.6M

% of Portfolio:2.0% ($6.6M/$327.9M)

922042742

VT|922042742

Shares:48.8K

Value:$5.7M

% of Portfolio:1.7% ($5.7M/$327.9M)

78468R663

Shares:59.1K

Value:$5.4M

% of Portfolio:1.7% ($5.4M/$327.9M)

Walmart Inc.

WMT|931142103

Shares:55.1K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$327.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:19.1K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$327.9M)

MASIMO CORP

MASI|574795100

Shares:26.0K

Value:$4.3M

% of Portfolio:1.3% ($4.3M/$327.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:25.7K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$327.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.3K

Value:$3.9M

% of Portfolio:1.2% ($3.9M/$327.9M)

ILLUMINA, INC.

ILMN|452327109

Shares:47.6K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$327.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.5K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$327.9M)

Meta Platforms, Inc.

META|30303M102

Shares:5.3K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$327.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	164.0K	QoQ -0.24% (-405) YoY NEW(+164.0K)	All Managers (Combined)	$36.4M	11.1% ($36.4M/$327.9M)	QoQ -11.51% (-$4.7M) YoY NEW(+$36.4M)
(VOOcusip922908363)	31.0K	QoQ +15.53% (+4.2K) YoY NEW(+31.0K)	All Managers (Combined)	$15.9M	4.9% ($15.9M/$327.9M)	QoQ +10.19% (+$1.5M) YoY NEW(+$15.9M)
MICROSOFT CORP(MSFTcusip594918104)	35.2K	QoQ -3.46% (-1.3K) YoY NEW(+35.2K)	All Managers (Combined)	$13.2M	4.0% ($13.2M/$327.9M)	QoQ -14.02% (-$2.2M) YoY NEW(+$13.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.1K	QoQ -1.80% (-313) YoY NEW(+17.1K)	All Managers (Combined)	$9.1M	2.8% ($9.1M/$327.9M)	QoQ +15.37% (-$1.2M) YoY NEW(+$9.1M)
NVIDIA CORP(NVDAcusip67066G104)	83.4K	QoQ +0.23% (-194) YoY NEW(+83.4K)	All Managers (Combined)	$9.0M	2.8% ($9.0M/$327.9M)	QoQ -19.10% (-$2.1M) YoY NEW(+$9.0M)
CACI INTERNATIONAL INC /DE/(CACIcusip127190304)	22.4K	QoQ -23.56% (-6.9K) YoY NEW(+22.4K)	All Managers (Combined)	$8.2M	2.5% ($8.2M/$327.9M)	QoQ -30.59% (-$3.6M) YoY NEW(+$8.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	14.7K	QoQ -0.95% (-141) YoY NEW(+14.7K)	All Managers (Combined)	$8.2M	2.5% ($8.2M/$327.9M)	QoQ -5.46% (-$474.0K) YoY NEW(+$8.2M)
Broadcom Inc.(AVGOcusip11135F101)	48.2K	QoQ -0.48% (-233) YoY NEW(+48.2K)	All Managers (Combined)	$8.1M	2.5% ($8.1M/$327.9M)	QoQ -28.12% (-$3.2M) YoY NEW(+$8.1M)
AMAZON COM INC(AMZNcusip023135106)	38.6K	QoQ +1.01% (-387) YoY NEW(+38.6K)	All Managers (Combined)	$7.3M	2.2% ($7.3M/$327.9M)	QoQ -12.39% (-$1.0M) YoY NEW(+$7.3M)
(IVVcusip464287200)	11.7K	QoQ +1.99% (-229) YoY NEW(+11.7K)	All Managers (Combined)	$6.6M	2.0% ($6.6M/$327.9M)	QoQ -2.64% (-$179.0K) YoY NEW(+$6.6M)
(VTcusip922042742)	48.8K	QoQ +5.13% (+2.4K) YoY NEW(+48.8K)	All Managers (Combined)	$5.7M	1.7% ($5.7M/$327.9M)	QoQ +3.76% (+$205.4K) YoY NEW(+$5.7M)
(cusip78468R663)✕	59.1K	QoQ NEW(+59.1K) YoY NEW(+59.1K)	All Managers (Combined)	$5.4M	1.7% ($5.4M/$327.9M)	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)
Walmart Inc.(WMTcusip931142103)	55.1K	QoQ -1.34% (-753) YoY NEW(+55.1K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$327.9M)	QoQ -4.14% (-$209.1K) YoY NEW(+$4.8M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	19.1K	QoQ -1.50% (-293) YoY NEW(+19.1K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$327.9M)	QoQ +11.41% (-$487.0K) YoY NEW(+$4.8M)
MASIMO CORP(MASIcusip574795100)	26.0K	QoQ 0.00% (+0) YoY NEW(+26.0K)	All Managers (Combined)	$4.3M	1.3% ($4.3M/$327.9M)	QoQ +0.78% (+$33.8K) YoY NEW(+$4.3M)
Alphabet Inc.(GOOGLcusip02079K305)	25.7K	QoQ +4.72% (-1.2K) YoY NEW(+25.7K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$327.9M)	QoQ -14.44% (-$672.1K) YoY NEW(+$4.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.3K	QoQ +0.77% (-64) YoY NEW(+8.3K)	All Managers (Combined)	$3.9M	1.2% ($3.9M/$327.9M)	QoQ -7.56% (-$318.6K) YoY NEW(+$3.9M)
ILLUMINA, INC.(ILMNcusip452327109)	47.6K	QoQ 0.00% (-0) YoY NEW(+47.6K)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$327.9M)	QoQ -40.62% (-$2.6M) YoY NEW(+$3.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.5K	QoQ -11.00% (-427) YoY NEW(+3.5K)	All Managers (Combined)	$3.3M	1.0% ($3.3M/$327.9M)	QoQ -8.13% (-$289.4K) YoY NEW(+$3.3M)
Meta Platforms, Inc.(METAcusip30303M102)	5.3K	QoQ -6.44% (-364) YoY NEW(+5.3K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$327.9M)	QoQ -7.89% (-$261.3K) YoY NEW(+$3.0M)