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

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78464A359

Shares:2.9K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$327.9M)

78464A821

Shares:2.8K

Value:$223.8K

% of Portfolio:0.1% ($223.8K/$327.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.1K

Value:$221.4K

% of Portfolio:0.1% ($221.4K/$327.9M)

BANK OF HAWAII CORP

BOH|062540109

Shares:3.2K

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$327.9M)

NEW YORK TIMES CO

NYT|650111107

Shares:4.4K

Value:$218.9K

% of Portfolio:0.1% ($218.9K/$327.9M)

ALLSTATE CORP

ALL|020002101

Shares:1.1K

Value:$217.6K

% of Portfolio:0.1% ($217.6K/$327.9M)

25434V807

Shares:5.5K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$327.9M)

CARVANA CO.

CVNA|146869102

Shares:1.0K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$327.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.7K

Value:$211.9K

% of Portfolio:0.1% ($211.9K/$327.9M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:384

Value:$211.2K

% of Portfolio:0.1% ($211.2K/$327.9M)

464289875

Shares:4.8K

Value:$210.1K

% of Portfolio:0.1% ($210.1K/$327.9M)

464288257

Shares:1.8K

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$327.9M)

GRAIL, Inc.

GRAL|384747101

Shares:8.0K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$327.9M)

46436E668

Shares:5.7K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$327.9M)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:14.8K

Value:$172.0K

% of Portfolio:0.1% ($172.0K/$327.9M)

Nano-X Imaging Ltd.

NNOX|M70700105

Shares:29.2K

Value:$145.9K

% of Portfolio:0.0% ($145.9K/$327.9M)

WESTERN ASSET GLOBAL HIGH INCOME FUND INC.

EHI|95766B109

Shares:13.0K

Value:$85.9K

% of Portfolio:0.0% ($85.9K/$327.9M)

OPKO HEALTH, INC.

OPK|68375N103

Shares:16.6K

Value:$27.5K

% of Portfolio:0.0% ($27.5K/$327.9M)

Clearside Biomedical, Inc.

CLSD|185063104

Shares:23.4K

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$327.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A359)✕	2.9K	QoQ +0.20% (-6) YoY NEW(+2.9K)	All Managers (Combined)	$224.0K	0.1% ($224.0K/$327.9M)	QoQ -1.43% (-$3.3K) YoY NEW(+$224.0K)
(cusip78464A821)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$223.8K	0.1% ($223.8K/$327.9M)	QoQ NEW(+$223.8K) YoY NEW(+$223.8K)
DANAHER CORP /DE/(DHRcusip235851102)	1.1K	QoQ +4.24% (-44) YoY NEW(+1.1K)	All Managers (Combined)	$221.4K	0.1% ($221.4K/$327.9M)	QoQ -6.90% (-$16.4K) YoY NEW(+$221.4K)
BANK OF HAWAII CORP(BOHcusip062540109)	3.2K	QoQ +0.03% (-1) YoY NEW(+3.2K)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$327.9M)	QoQ -3.15% (-$7.2K) YoY NEW(+$220.8K)
NEW YORK TIMES CO(NYTcusip650111107)	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$218.9K	0.1% ($218.9K/$327.9M)	QoQ -4.70% (-$10.8K) YoY NEW(+$218.9K)
ALLSTATE CORP(ALLcusip020002101)	1.1K	QoQ +0.09% (+1) YoY NEW(+1.1K)	All Managers (Combined)	$217.6K	0.1% ($217.6K/$327.9M)	QoQ +7.52% (+$15.2K) YoY NEW(+$217.6K)
(cusip25434V807)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$327.9M)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)
CARVANA CO.(CVNAcusip146869102)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$327.9M)	QoQ NEW(+$214.3K) YoY NEW(+$214.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$211.9K	0.1% ($211.9K/$327.9M)	QoQ NEW(+$211.9K) YoY NEW(+$211.9K)
Spotify Technology S.A.(SPOTcusipL8681T102)	384	QoQ NEW(+384) YoY NEW(+384)	All Managers (Combined)	$211.2K	0.1% ($211.2K/$327.9M)	QoQ NEW(+$211.2K) YoY NEW(+$211.2K)
(cusip464289875)✕	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$210.1K	0.1% ($210.1K/$327.9M)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip464288257)✕	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$205.8K	0.1% ($205.8K/$327.9M)	QoQ -0.94% (-$2.0K) YoY NEW(+$205.8K)
GRAIL, Inc.(GRALcusip384747101)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$327.9M)	QoQ NEW(+$205.1K) YoY NEW(+$205.1K)
(cusip46436E668)✕	5.7K	QoQ 0.00% (-0) YoY NEW(+5.7K)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$327.9M)	QoQ -0.93% (-$1.9K) YoY NEW(+$200.1K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	14.8K	QoQ 0.00% (-0) YoY NEW(+14.8K)	All Managers (Combined)	$172.0K	0.1% ($172.0K/$327.9M)	QoQ -3.88% (-$7.0K) YoY NEW(+$172.0K)
Nano-X Imaging Ltd.(NNOXcusipM70700105)	29.2K	QoQ 0.00% (-0) YoY NEW(+29.2K)	All Managers (Combined)	$145.9K	0.0% ($145.9K/$327.9M)	QoQ -30.62% (-$64.4K) YoY NEW(+$145.9K)
WESTERN ASSET GLOBAL HIGH INCOME FUND INC.(EHIcusip95766B109)	13.0K	QoQ 0.00% (-0) YoY NEW(+13.0K)	All Managers (Combined)	$85.9K	0.0% ($85.9K/$327.9M)	QoQ -1.04% (-$910) YoY NEW(+$85.9K)
OPKO HEALTH, INC.(OPKcusip68375N103)	16.6K	QoQ 0.00% (+0) YoY NEW(+16.6K)	All Managers (Combined)	$27.5K	0.0% ($27.5K/$327.9M)	QoQ +12.92% (+$3.1K) YoY NEW(+$27.5K)
Clearside Biomedical, Inc.(CLSDcusip185063104)	23.4K	QoQ +8.83% (+1.9K) YoY NEW(+23.4K)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$327.9M)	QoQ +5.16% (+$1.1K) YoY NEW(+$21.5K)