Westmount Partners, LLC
Westmount Partners, LLC reported 275 holdings worth US$457M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Westmount Partners, LLC reported 275 holdings worth US$457M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Broadcom Inc. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 275
- Value as reported
- US$457M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 185K | US$53.4M | 11.7% |
| Nvidia Corporation | 94,179 | US$18.8M | 4.1% |
| Broadcom Inc. | 48,478 | US$18.3M | 4.0% |
| Alphabet Inc (google) Class C | 46,966 | US$16.8M | 3.7% |
| Microsoft Corp. | 38,728 | US$14.4M | 3.2% |
| Amazon.com, Inc. | 49,396 | US$11.8M | 2.6% |
| Berkshire Hathaway Inc. | 20,142 | US$10.1M | 2.2% |
| Caci International, Inc. | 19,469 | US$9.02M | 2.0% |
| Walmart Inc. | 57,307 | US$6.49M | 1.4% |
| International Business Machines Corporation | 19,639 | US$5.52M | 1.2% |
| Marvell Technology, Inc. | 13,807 | US$4.11M | 0.90% |
| Illumina, Inc. | 22,726 | US$4M | 0.87% |
| Astrana Health Inc. | 77,755 | US$3.61M | 0.79% |
| Costco Wholesale Corporation | 3,672 | US$3.44M | 0.75% |
| Meta Platforms, Inc. | 5,794 | US$3.26M | 0.71% |
| Bank Of Marin Bancorp | 115K | US$3.2M | 0.70% |
| Tesla, Inc. | 7,531 | US$3.17M | 0.69% |
| Intel Corporation | 21,865 | US$3.05M | 0.67% |
| Jp Morgan Chase & Co. | 9,237 | US$3.02M | 0.66% |
| Oracle Corporation | 19,689 | US$2.89M | 0.63% |
| Robinhood Markets, Inc. | 27,945 | US$2.8M | 0.61% |
| Korn Ferry | 41,518 | US$2.76M | 0.60% |
| Eli Lilly And Company | 2,289 | US$2.75M | 0.60% |
| Wells Fargo & Company | 31,225 | US$2.58M | 0.56% |
| Johnson & Johnson | 9,734 | US$2.47M | 0.54% |
| Home Depot, Inc. (the) | 6,536 | US$2.31M | 0.50% |
| Procter & Gamble Company (the) | 15,517 | US$2.28M | 0.50% |
| Visa Inc. | 6,515 | US$2.24M | 0.49% |
| Exxon Mobil Corporation | 15,474 | US$2.12M | 0.46% |
| Netflix, Inc. | 29,412 | US$2.1M | 0.46% |
| Caterpillar, Inc. | 1,859 | US$1.98M | 0.43% |
| Qualcomm Incorporated | 10,465 | US$1.93M | 0.42% |
| Walt Disney Company (the) | 20,032 | US$1.93M | 0.42% |
| Palo Alto Networks, Inc. | 5,100 | US$1.74M | 0.38% |
| Williams-sonoma, Inc. | 6,623 | US$1.54M | 0.34% |
| Intuitive Surgical, Inc. | 3,764 | US$1.5M | 0.33% |
| Abbvie Inc. | 5,727 | US$1.44M | 0.32% |
| Advanced Micro Devices Inc | 2,473 | US$1.44M | 0.31% |
| Lam Research Corporation | 3,263 | US$1.41M | 0.31% |
| Ge Aerospace | 3,778 | US$1.41M | 0.31% |
| Amgen Inc. | 3,735 | US$1.35M | 0.30% |
| Phillips 66 | 7,987 | US$1.35M | 0.30% |
| Radnet, Inc. | 20,000 | US$1.23M | 0.27% |
| Bank Of America Corporation | 20,783 | US$1.18M | 0.26% |
| Airbnb, Inc. | 7,661 | US$1.1M | 0.24% |
| Coca-cola Company (the) | 13,166 | US$1.07M | 0.23% |
| Rush Street Interactive, Inc. | 35,100 | US$1.04M | 0.23% |
| Ionis Pharmaceuticals, Inc. | 12,961 | US$1.03M | 0.22% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,104 | US$1M | 0.22% |
| Goldman Sachs Group, Inc. (the) | 992 | US$1M | 0.22% |
| Ge Vernova Inc. | 851 | US$1M | 0.22% |
| Neonc Technologies Holdings, Inc. | 197K | US$893K | 0.20% |
| Dba Sempra | 9,449 | US$876K | 0.19% |
| Cisco Systems, Inc. | 7,197 | US$845K | 0.18% |
| Boeing Company (the) | 3,763 | US$815K | 0.18% |
| Union Pacific Corporation | 2,817 | US$766K | 0.17% |
| Nextera Energy, Inc. | 8,630 | US$757K | 0.17% |
| Conocophillips | 7,085 | US$737K | 0.16% |
| American Express Company | 2,163 | US$732K | 0.16% |
| Mastercard Incorporated | 1,343 | US$690K | 0.15% |
| Shopify Inc. | 5,806 | US$663K | 0.15% |
| Lockheed Martin Corporation | 1,284 | US$654K | 0.14% |
| Blackstone Inc. | 5,475 | US$644K | 0.14% |
| Merck & Company, Inc. | 5,013 | US$644K | 0.14% |
| Philip Morris International Inc | 3,524 | US$638K | 0.14% |
| Pepsico, Inc. | 4,693 | US$635K | 0.14% |
| Asml Holding Nv | 318 | US$633K | 0.14% |
| Mcdonald's Corporation | 2,245 | US$607K | 0.13% |
| Deere & Company | 953 | US$604K | 0.13% |
| Chevron Corporation | 3,644 | US$604K | 0.13% |
| United Rentals, Inc. | 527 | US$597K | 0.13% |
| Apollo Global Management, Inc. (new) | 5,000 | US$592K | 0.13% |
| Bristol-myers Squibb Company | 10,185 | US$587K | 0.13% |
| Altria Group, Inc. | 8,093 | US$582K | 0.13% |
| Grail, Inc. | 8,312 | US$567K | 0.12% |
| Celestica Inc. | 1,528 | US$557K | 0.12% |
| Csx Corporation | 11,664 | US$554K | 0.12% |
| Thermo Fisher Scientific Inc | 1,076 | US$540K | 0.12% |
| Fair Isaac Corporation | 446 | US$533K | 0.12% |
| Lowe's Companies, Inc. | 2,392 | US$527K | 0.12% |
| Duke Energy Corporation (holding Company) | 4,144 | US$525K | 0.11% |
| Applied Materials, Inc. | 706 | US$510K | 0.11% |
| Nucor Corporation | 2,223 | US$495K | 0.11% |
| Rtx Corporation | 2,564 | US$486K | 0.11% |
| Morgan Stanley | 2,231 | US$466K | 0.10% |
| Charles Schwab Corporation (the) | 4,894 | US$452K | 0.10% |
| Edison International | 5,966 | US$444K | 0.10% |
| Allstate Corporation (the) | 1,819 | US$433K | 0.09% |
| Abbott Laboratories | 4,734 | US$430K | 0.09% |
| Mesabi Trust | 16,856 | US$426K | 0.09% |
| Corning Incorporated | 1,592 | US$407K | 0.09% |
| Starbucks Corporation | 3,979 | US$407K | 0.09% |
| Golar Lng Limited | 8,073 | US$402K | 0.09% |
| Comfort Systems Usa, Inc. | 200 | US$397K | 0.09% |
| At&t Inc. | 18,856 | US$390K | 0.09% |
| Cadence Design Systems, Inc. | 1,000 | US$375K | 0.08% |
| V.f. Corporation | 22,461 | US$375K | 0.08% |
| Texas Instruments Incorporated | 1,243 | US$370K | 0.08% |
| Carvana Co. | 5,580 | US$367K | 0.08% |
| Pnc Financial Services Group, Inc. (the) | 1,486 | US$366K | 0.08% |
Every holding of Westmount Partners, LLC
Source
View original at SEC
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