Long-term investor
Westmount Partners, LLC @westmountpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051491).
Record
- Tracked since 2025-06-30 (434 days), 152 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months +7.3% · 1 year +17.3% · all +17.3%
- Max drawdown -4.9% · Sharpe 0.79 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.7% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- AVGO · 4.0% · long · since 2025-06-30
- VOO · 4.0% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- SPY · 2.4% · long · since 2025-06-30
- GOOGL · 2.4% · long · since 2025-06-30
- VT · 2.0% · long · since 2025-06-30
- IVV · 2.0% · long · since 2025-06-30
- CACI · 2.0% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30