Westmount Partners, LLC reported 162 positions worth $294.41M for the quarter ended Jun 30, 2026, up 11.1% on the prior quarter. It opened 13 new positions, added to 70, trimmed 40 and exited 17. Its largest holding is Apple Inc. at 18.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +11.8K | +6.8% | $3.41M | 18.13% |
| ABNB Airbnb, Inc. | +7,661 | – | $1.10M | 0.372% |
| NVDA Nvidia Corp | +4,631 | +5.2% | $926.61K | 6.4% |
| NTHI Neonc Technologies Holdings, Inc. | +153.9K | +355.2% | $696.98K | 0.303% |
| AMD Advanced Micro Devices Inc | +655 | +36.0% | $380.46K | 0.488% |
| FTNT Fortinet, Inc. | +2,321 | – | $356.55K | 0.121% |
| NBIS Nebius Group N.V. | +1,249 | – | $344.94K | 0.117% |
| AMZN Amazon Com Inc | +1,403 | +2.9% | $334.39K | 4% |
| UNH Unitedhealth Group Inc | +718 | – | $298.52K | 0.101% |
| MU Micron Technology Inc | +247 | – | $285.24K | 0.097% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ILMN Illumina, Inc. | -12.4K | -35.3% | $2.18M | 1.36% |
| ABBV AbbVie Inc. | -6,457 | -53.0% | $1.62M | 0.489% |
| INTC Intel Corp | -7,073 | -24.4% | $987.58K | 1.04% |
| HON Honeywell International Inc | -2,075 | -100.0% | $938.08K | Exited |
| CACI Caci International Inc | -1,847 | -8.7% | $855.64K | 3.06% |
| GOOGL Alphabet Inc. | -2,066 | -6.3% | $738.33K | 3.73% |
| BA Boeing Co | -3,047 | -44.7% | $659.57K | 0.277% |
| CRWD CrowdStrike Holdings, Inc. | -6,660 | -100.0% | $650.04K | Exited |
| BRK-B Berkshire Hathaway Inc | -1,172 | -6.4% | $586.46K | 2.91% |
| PSLV Sprott Physical Silver Trust | -22.9K | -100.0% | $557.70K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ABNB Airbnb, Inc. | +7,661 | $1.10M | 0.372% |
| FTNT Fortinet, Inc. | +2,321 | $356.55K | 0.121% |
| NBIS Nebius Group N.V. | +1,249 | $344.94K | 0.117% |
| UNH Unitedhealth Group Inc | +718 | $298.52K | 0.101% |
| MU Micron Technology Inc | +247 | $285.24K | 0.097% |
| STX Seagate Technology Holdings plc | +269 | $259.91K | 0.088% |
| AMG Affiliated Managers Group, Inc. | +661 | $223.69K | 0.076% |
| MFC Manulife Financial Corp | +5,393 | $218.47K | 0.074% |
| ANET Arista Networks, Inc. | +1,182 | $200.80K | 0.068% |
| SNDK Sandisk Corp | +61 | $138.82K | 0.047% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -2,075 | $938.08K | 0.354% |
| CRWD CrowdStrike Holdings, Inc. | -6,660 | $650.04K | 0.245% |
| PSLV Sprott Physical Silver Trust | -22.9K | $557.70K | 0.211% |
| CAH Cardinal Health Inc | -2,338 | $494.04K | 0.186% |
| MLI Mueller Industries Inc | -6,980 | $386.69K | 0.146% |
| NOW ServiceNow, Inc. | -3,020 | $315.74K | 0.119% |
| IBIT iShares Bitcoin Trust ETF | -8,135 | $312.55K | 0.118% |
| RCL Royal Caribbean Cruises Ltd | -1,040 | $286.12K | 0.108% |
| ADBE Adobe Inc. | -1,137 | $276.41K | 0.104% |
| UBER Uber Technologies, Inc | -3,760 | $270.46K | 0.102% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 184.5K | $53.39M | 18.13% | +11.8K | +6.8% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 94.2K | $18.84M | 6.4% | +4,631 | +5.2% | Added | 0% |
| 3 | AVGO Broadcom Inc. | Technology | 48.5K | $18.31M | 6.22% | +250 | +0.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 38.7K | $14.45M | 4.91% | +744 | +2.0% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 49.4K | $11.77M | 4% | +1,403 | +2.9% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 30.7K | $10.97M | 3.73% | -2,066 | -6.3% | Reduced | 0% |
| 7 | CACI Caci International Inc | Industrials | 19.5K | $9.02M | 3.06% | -1,847 | -8.7% | Reduced | 0.09% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 17.1K | $8.58M | 2.91% | -1,172 | -6.4% | Reduced | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 57.3K | $6.49M | 2.2% | +206 | +0.4% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 16.5K | $5.81M | 1.97% | +417 | +2.6% | Added | 0% |
| 11 | IBM International Business Machines Corp | Technology | 19.6K | $5.52M | 1.88% | +284 | +1.5% | Added | 0% |
| 12 | MRVL Marvell Technology, Inc. | Technology | 13.8K | $4.11M | 1.4% | +453 | +3.4% | Added | 0% |
| 13 | ILMN Illumina, Inc. | Healthcare | 22.7K | $4.00M | 1.36% | -12.4K | -35.3% | Reduced | 0.02% |
| 14 | ASTH Astrana Health, Inc. | Healthcare | 77.8K | $3.61M | 1.23% | 0 | 0.0% | Unchanged | 0.16% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 3,672 | $3.44M | 1.17% | +25 | +0.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Westmount Partners.
As of its Q2 2026 13F filing, Westmount Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 18.1%, Nvidia Corp (NVDA) at 6.4%, Broadcom Inc. (AVGO) at 6.2%, Microsoft Corp (MSFT) at 4.9%, Amazon Com Inc (AMZN) at 4.0% of the reported portfolio.
Westmount Partners, LLC reported a 13F portfolio worth $294.41M across 162 positions for Q2 2026. That is up 11.1% from the previous quarter.
Its largest purchases by value were Apple Inc. ($3.41M), Airbnb, Inc. ($1.10M), Nvidia Corp ($926.61K). It opened 13 new positions.
Its largest sales by value were Illumina, Inc. ($2.18M), AbbVie Inc. ($1.62M), Intel Corp ($987.58K). It exited 17 positions entirely.
From the Form 13F-HR reports Westmount Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.