Westmount Partners, LLC Portfolio Holdings by Sector

Westmount Partners, LLC

$387 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPY IVV VT BIL QQQ AOA IJR 86 stocks	$127 Million 33.34% of portfolio	36	23	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$40.8 Million 10.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA QCOM TSM INTC AMD 6 stocks	$31.7 Million 8.31% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL HOOD CYBR PLTR CRWD 6 stocks	$29.4 Million 7.7% of portfolio	2	3	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CACI IBM ACN 3 stocks	$16.8 Million 4.4% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TME 4 stocks	$13.2 Million 3.46% of portfolio	-	3	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$9.91 Million 2.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA MELI 3 stocks	$8.84 Million 2.32% of portfolio	1	2	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$8.8 Million 2.31% of portfolio	1	1	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare JNJ LLY ABBV AMGN BMY MRK GILD PFE 8 stocks	$7.36 Million 1.93% of portfolio	4	4	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN RDNT TMO IDXX DHR OPK 6 stocks	$7.33 Million 1.92% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$7.21 Million 1.89% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC NU 4 stocks	$6.84 Million 1.79% of portfolio	3	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$5.58 Million 1.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MASI ISRG 2 stocks	$5.37 Million 1.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO SHOP COIN MSTR CDNS NOW CRM INTU 8 stocks	$4.3 Million 1.13% of portfolio	4	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$3.76 Million 0.98% of portfolio	-	3	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials KFY PAYX 2 stocks	$3.21 Million 0.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.19 Million 0.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$2.43 Million 0.64% of portfolio	-	3	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare AMEH 1 stocks	$2.36 Million 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX APO TSLX PFG GSBD EHI 6 stocks	$2.32 Million 0.61% of portfolio	1	1	-	-	0 Calls 0 Puts

Household & Personal Products \| Consumer Defensive PG 1 stocks	$2.28 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.88 Million 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE DUK EIX ED 4 stocks	$1.61 Million 0.42% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN PSN 3 stocks	$1.48 Million 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA RTX 3 stocks	$1.45 Million 0.38% of portfolio	1	2	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.4 Million 0.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.39 Million 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare IONS ALNY FATE 3 stocks	$1.33 Million 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1.31 Million 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX NNOX 4 stocks	$1.25 Million 0.33% of portfolio	2	-	-	-	0 Calls 0 Puts

Specialty Retail \| Consumer Cyclical WSM 1 stocks	$1.23 Million 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T CMCSA VZ 3 stocks	$1.22 Million 0.32% of portfolio	-	3	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1.16 Million 0.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$1.07 Million 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$1.05 Million 0.28% of portfolio	3	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials MSB NUE 2 stocks	$1.05 Million 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$986,337 0.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$880,981 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$841,939 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical RSI 1 stocks	$703,755 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$667,934 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$628,196 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$586,314 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$503,738 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL KMPR 2 stocks	$426,946 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$396,550 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$375,736 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$374,578 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy GLNG 1 stocks	$363,798 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$334,828 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate REXR 1 stocks	$334,302 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$321,019 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$319,687 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$315,027 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$270,722 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$264,392 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$254,888 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$251,054 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$245,772 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$237,942 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$235,647 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$205,967 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$200,837 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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Westmount Partners, LLC Portfolio Holdings by Sector

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