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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922908769

VTI|922908769

Shares:10.9K

Value:$3.0M

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

NETFLIX INC

NFLX|64110L106

Shares:3.2K

Value:$3.0M

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

PROCTER & GAMBLE Co

PG|742718109

Shares:16.8K

Value:$2.9M

% of Portfolio:0.9% ($2.9M/$327.9M)

KORN FERRY

KFY|500643200

Shares:41.7K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$327.9M)

03763A207

Shares:87.9K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$327.9M)

ORACLE CORP

ORCL|68389X105

Shares:18.9K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$327.9M)

HOME DEPOT, INC.

HD|437076102

Shares:7.0K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$327.9M)

25434V724

Shares:60.2K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$327.9M)

808524201

SCHX|808524201

Shares:105.3K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$327.9M)

VISA INC.

V|92826C839

Shares:6.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$327.9M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:55.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$327.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:31.6K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$327.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:8.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$327.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:13.1K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$327.9M)

97717Y527

Shares:42.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$327.9M)

464287655

IWM|464287655

Shares:10.8K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$327.9M)

Alphabet Inc.

GOOG|02079K107

Shares:13.6K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$327.9M)

464287465

EFA|464287465

Shares:25.5K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$327.9M)

Walt Disney Co

DIS|254687106

Shares:20.6K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$327.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:3.8K

Value:$1.9M

% of Portfolio:0.6% ($1.9M/$327.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	10.9K	QoQ -0.30% (-33) YoY NEW(+10.9K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$327.9M)	QoQ -5.44% (-$172.3K) YoY NEW(+$3.0M)
NETFLIX INC(NFLXcusip64110L106)	3.2K	QoQ -1.39% (-45) YoY NEW(+3.2K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$327.9M)	QoQ +3.16% (-$91.2K) YoY NEW(+$3.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	16.8K	QoQ -10.07% (-1.9K) YoY NEW(+16.8K)	All Managers (Combined)	$2.9M	0.9% ($2.9M/$327.9M)	QoQ -8.59% (-$269.5K) YoY NEW(+$2.9M)
KORN FERRY(KFYcusip500643200)	41.7K	QoQ 0.00% (+0) YoY NEW(+41.7K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$327.9M)	QoQ +0.56% (+$15.8K) YoY NEW(+$2.8M)
(cusip03763A207)✕	87.9K	QoQ -2.70% (-2.4K) YoY NEW(+87.9K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$327.9M)	QoQ -4.31% (-$122.8K) YoY NEW(+$2.7M)
ORACLE CORP(ORCLcusip68389X105)	18.9K	QoQ -0.64% (-122) YoY NEW(+18.9K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$327.9M)	QoQ -16.63% (-$526.2K) YoY NEW(+$2.6M)
HOME DEPOT, INC.(HDcusip437076102)	7.0K	QoQ -14.37% (-1.2K) YoY NEW(+7.0K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$327.9M)	QoQ -19.32% (-$617.4K) YoY NEW(+$2.6M)
(cusip25434V724)✕	60.2K	QoQ 0.00% (+0) YoY NEW(+60.2K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$327.9M)	QoQ +0.70% (+$17.5K) YoY NEW(+$2.5M)
(SCHXcusip808524201)	105.3K	QoQ +235.60% (+73.9K) YoY NEW(+105.3K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$327.9M)	QoQ +219.68% (+$1.6M) YoY NEW(+$2.3M)
VISA INC.(Vcusip92826C839)	6.6K	QoQ -0.42% (-28) YoY NEW(+6.6K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$327.9M)	QoQ +10.41% (-$217.6K) YoY NEW(+$2.3M)
Robinhood Markets, Inc.(HOODcusip770700102)	55.4K	QoQ +1.37% (+750) YoY NEW(+55.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$327.9M)	QoQ +13.23% (+$269.4K) YoY NEW(+$2.3M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	31.6K	QoQ +0.87% (+274) YoY NEW(+31.6K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$327.9M)	QoQ +3.10% (+$68.3K) YoY NEW(+$2.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	8.9K	QoQ -6.61% (-630) YoY NEW(+8.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$327.9M)	QoQ -4.43% (-$101.2K) YoY NEW(+$2.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	13.1K	QoQ -5.83% (-814) YoY NEW(+13.1K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$327.9M)	QoQ +7.98% (-$161.1K) YoY NEW(+$2.2M)
(cusip97717Y527)✕	42.9K	QoQ -2.09% (-920) YoY NEW(+42.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$327.9M)	QoQ -2.07% (-$45.9K) YoY NEW(+$2.2M)
(IWMcusip464287655)	10.8K	QoQ +3.74% (-388) YoY NEW(+10.8K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$327.9M)	QoQ -6.33% (-$145.1K) YoY NEW(+$2.1M)
Alphabet Inc.(GOOGcusip02079K107)	13.6K	QoQ +5.85% (-751) YoY NEW(+13.6K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$327.9M)	QoQ -13.15% (-$321.3K) YoY NEW(+$2.1M)
(EFAcusip464287465)	25.5K	QoQ +0.73% (+186) YoY NEW(+25.5K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$327.9M)	QoQ +8.88% (+$170.2K) YoY NEW(+$2.1M)
Walt Disney Co(DIScusip254687106)	20.6K	QoQ -0.55% (-115) YoY NEW(+20.6K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$327.9M)	QoQ -11.85% (-$273.0K) YoY NEW(+$2.0M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	3.8K	QoQ +1.31% (-50) YoY NEW(+3.8K)	All Managers (Combined)	$1.9M	0.6% ($1.9M/$327.9M)	QoQ -3.86% (-$76.4K) YoY NEW(+$1.9M)