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Home > Institutional Investor > Westmount Partners, Llc > Profile

Instuitional Investor - Westmount Partners, Llc

Fund Profile
Filing Period:
Fund Name: Westmount Partners, Llc
Portfolio Value $387,249,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 159,653 $40,783,267 10.53%
2.
Microsoft Corp
 MSFT 35,339 $18,366,078 4.74%
3.
Broadcom Inc.
 AVGO 48,085 $16,031,216 4.14%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 23,967 $14,729,400 3.8%
5.
Nvidia Corp
 NVDA 68,166 $12,763,479 3.3%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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