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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Westmount-Partners
Data Enrichment
82% identified197 identified42 unidentified
Holdings
239 positions • $327.9M total value
Manager:
Search and click to pin securities to the top
Page 3 of 12
464289859
Shares:24.0K
Value:$1.8M
% of Portfolio:0.6% ($1.8M/$327.9M)
Shares:10.6K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$327.9M)
89834G778
Shares:79.3K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$327.9M)
25434V500
Shares:27.2K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$327.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 79.8K | QoQ NEW(+79.8K) YoY NEW(+79.8K) | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$327.9M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) | |
(cusip464289859)✕ | 24.0K | YoY NEW(+24.0K) | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$327.9M) | YoY NEW(+$1.8M) |
ELI LILLY & Co(LLYcusip532457108) | 2.1K | QoQ +3.62% (+75)YoY NEW(+2.1K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$327.9M) | YoY NEW(+$1.8M) |
EXXON MOBIL CORP(XOMcusip30231G102) | 14.4K | QoQ -5.14% (-780)YoY NEW(+14.4K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.9M) | YoY NEW(+$1.7M) |
| 10.6K | YoY NEW(+10.6K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.9M) | YoY NEW(+$1.7M) | |
(cusip89834G778)✕ | 79.3K | YoY NEW(+79.3K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$327.9M) | YoY NEW(+$1.7M) |
(cusip25434V500)✕ | 27.2K | YoY NEW(+27.2K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$327.9M) | YoY NEW(+$1.6M) |
| 2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$327.9M) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 10.1K | QoQ +0.41% (+42)YoY NEW(+10.1K) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$327.9M) | YoY NEW(+$1.5M) |
| 14.7K | QoQ -0.20% (-30)YoY NEW(+14.7K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$327.9M) | YoY NEW(+$1.4M) | |
| 37.4K | QoQ NEW(+37.4K) YoY NEW(+37.4K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$327.9M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
Tesla, Inc.(TSLAcusip88160R101) | 5.2K | YoY NEW(+5.2K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.9M) | YoY NEW(+$1.3M) |
| 3.6K | QoQ +8.62% (-284)YoY NEW(+3.6K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.9M) | YoY NEW(+$1.3M) | |
| 10.7K | QoQ +0.24% (-26)YoY NEW(+10.7K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.9M) | YoY NEW(+$1.3M) | |
S&P Global Inc.(SPGIcusip78409V104) | 2.5K | QoQ +2.49% (+60)YoY NEW(+2.5K) | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$327.9M) | YoY NEW(+$1.3M) |
| 6.4K | QoQ +0.21% (+14)YoY NEW(+6.4K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$327.9M) | YoY NEW(+$1.2M) | |
| 9.0K | QoQ +0.27% (+25)YoY NEW(+9.0K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$327.9M) | YoY NEW(+$1.2M) | |
| 3.9K | QoQ -9.55% (-411)YoY NEW(+3.9K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$327.9M) | YoY NEW(+$1.2M) | |
| 60.1K | YoY NEW(+60.1K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$327.9M) | YoY NEW(+$1.2M) | |
| 23.1K | QoQ -0.40% (-94)YoY NEW(+23.1K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$327.9M) | YoY NEW(+$1.2M) |